Instuitional Investor - Shaker Investments Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Axos Financial Inc.	AX	378,670	$32,626,207	13.57%
2.	Broadcom Inc.	AVGO	36,877	$12,763,047	5.31%
3.	Nvidia Corp	NVDA	68,222	$12,723,403	5.29%
4.	Alphabet Inc.	GOOGL	33,957	$10,628,541	4.42%
5.	Microsoft Corp	MSFT	21,121	$10,214,538	4.25%