| Issuer | % book | Business |
|---|
| $GOOG · ALPHABET INC CL C | 16.8% | Google parent — search, ads, YouTube, Android, Google Cloud |
| $GOOGL · ALPHABET INC CL A | 16.8% | Google parent — search, ads, YouTube, Android, Google Cloud |
| $COST · COSTCO WHSL CORP NEW COM | 9.8% | Membership warehouse club retailer |
| $PNC · PNC FINANCIAL SVS GRP | 7.6% | US regional bank holding company |
| $V · VISA INC | 7.5% | Global card payment network |
| $SCHW · SCHWAB CHARLES CP NEW COM | 7.3% | Brokerage and wealth management |
| $TJX · TJX COMPANIES INC | 6.9% | Off-price retail (TJ Maxx, Marshalls) |
| $AXP · AMERICAN EXPRESS CO | 5.8% | Card payments, lending and travel services |
| ACCENTURE PLC | 5.5% | Global IT consulting and outsourcing |
| $HD · HOME DEPOT | 5.2% | Home-improvement retail chain |