Instuitional Investor - Ncm Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	141,588	$19,013,802	8.56%
2.	Amplify Etf Tr		285,624	$11,562,057	5.2%
3.	Texas Pacific Land Corp	TPL	10,138	$11,211,978	5.05%
4.	Apple Inc.	AAPL	36,922	$9,246,021	4.16%
5.	Microsoft Corp	MSFT	17,190	$7,245,758	3.26%