| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | Technology | 22.3% | ▲ Increasing | +4% |
| 2 | ALPHABET INC | GOOGL | Technology | 21.6% | ▼ Decreasing | -4% |
| 3 | BK OF AMERICA CORP | BAC | Financials | 16.1% | — Unchanged | — |
| 4 | PDD HOLDINGS INC | — | Other | 14.6% | — Unchanged | — |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-B | Other | 12.6% | — Unchanged | — |
| 6 | EAST WEST BANCORP INC | — | Other | 8.7% | — Unchanged | — |
| 7 | OCCIDENTAL PETE CORP | OXY | Energy | 1.7% | — Unchanged | — |
| 8 | CROCS INC | — | Other | 1.5% | ● New | NEW |
| 9 | APPLE INC | AAPL | Technology | 0.8% | — Unchanged | — |