Instuitional Investor - Covenant Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	246,595	$43,006,235	6.47%
2.	Monolithic Power Systems IncPUTBOND	MPWR	23,500	$25,693,725	3.87%
3.	Microsoft Corp	MSFT	66,765	$24,714,216	3.72%
4.	Invesco Qqq TrPUTPUTBOND		42,500	$24,530,150	3.69%
5.	Apple Inc.	AAPL	83,181	$21,110,561	3.18%