Instuitional Investor - Dlk Investment Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	36,475	$18,142,544	6.86%
2.	Apple Inc.	AAPL	68,006	$13,950,726	5.27%
3.	Alphabet Inc.	GOOGL	66,377	$11,774,735	4.45%
4.	Visa Inc.	V	30,685	$10,894,578	4.12%
5.	Costco Wholesale Corp W	COST	10,083	$9,981,442	3.77%