Instuitional Investor - Henshaw Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,034,047	$206,902,417	6.73%
2.	Apple Inc.	AAPL	631,639	$182,771,057	5.95%
3.	Eli Lilly & Co	LLY	117,176	$140,544,512	4.57%
4.	Applied Materials Inc	AMAT	171,300	$123,849,900	4.03%
5.	Jpmorgan Chase & Co	JPM	332,564	$108,858,048	3.54%