Instuitional Investor - Northcrest Asset Manangement, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,049,749	$212,868,089	5.47%
2.	Broadcom Inc.	AVGO	489,461	$196,327,800	5.04%
3.	Apple Inc.	AAPL	470,482	$148,775,911	3.82%
4.	Applied Materials Inc	AMAT	185,724	$109,328,479	2.81%
5.	Microsoft Corp	MSFT	237,680	$91,354,710	2.35%