Instuitional Investor - Northcrest Asset Manangement, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,327,767	$161,244,081	4.87%
2.	Microsoft Corp	MSFT	263,561	$113,409,965	3.43%
3.	Apple Inc.	AAPL	466,193	$108,623,094	3.28%
4.	Broadcom Inc.	AVGO	566,980	$97,803,981	2.95%
5.	Applied Materials Inc	AMAT	296,913	$59,991,304	1.81%