Instuitional Investor - J. Stern & Co. Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	619,354	$108,015,338	10.47%
2.	Alphabet Inc.	GOOGL	317,586	$91,102,720	8.83%
3.	Amazon Com Inc	AMZN	348,386	$72,558,352	7.03%
4.	Amphenol Corp	APH	499,402	$63,099,443	6.12%
5.	Honeywell International Inc	HON	275,175	$62,197,805	6.03%