Instuitional Investor - Northcrest Asset Manangement, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	264,028	$99,285,059	3.75%
2.	Apple Inc.	AAPL	423,613	$81,558,219	3.08%
3.	Nvidia Corp	NVDA	1,072,750	$53,124,492	2%
4.	Broadcom Inc.	AVGO	473,670	$52,873,640	2%
5.	Applied Materials Inc	AMAT	301,098	$48,798,947	1.84%