The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACCENTURE PLC | COM | G1151C101 | 584 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
ADOBE INC. | COM | 00724F101 | 1,836 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC. | COM | 007903107 | 514 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AIR PRODUCTS & CHEMICALS INC. | COM | 009158106 | 850 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
ALIBABA GROUP HOLDING | COM | 01609W102 | 1,171 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
ALPHABET INC., CLASS-A | COM | 02079K305 | 39,975 | 305,476 | SH | SOLE | 305,476 | 0 | 0 | ||
ALPHABET INC., CLASS-C | COM | 02079K107 | 34,974 | 265,256 | SH | SOLE | 265,256 | 0 | 0 | ||
AMAZON.COM INC. | COM | 023135106 | 62,042 | 488,060 | SH | SOLE | 488,060 | 0 | 0 | ||
AMERICAN EXPRESS CO. | COM | 025816109 | 239 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
APPLE INC. | COM | 037833100 | 17,650 | 103,092 | SH | SOLE | 103,092 | 0 | 0 | ||
APTARGROUP, INC. | COM | 038336103 | 1,315 | 10,520 | SH | SOLE | 10,520 | 0 | 0 | ||
AUTODESK INC. | COM | 052769106 | 310 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
AXON ENTERPRISE INC. | COM | 05464C101 | 2,050 | 10,300 | SH | SOLE | 10,300 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC. CL. B | COM | 084670702 | 928 | 2,650 | SH | SOLE | 2,650 | 0 | 0 | ||
BOEING CO. | COM | 097023105 | 16,785 | 87,570 | SH | SOLE | 87,570 | 0 | 0 | ||
CATERPILLAR INC. | COM | 149123101 | 1,037 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
CHEVRON CORPORATION | COM | 166764100 | 225 | 1,336 | SH | SOLE | 1,336 | 0 | 0 | ||
COSTCO WHOLESALE CORP. | COM | 22160K105 | 2,373 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
CROWDSTRIKE HOLDINGS | COM | 22788C105 | 753 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
DEERE & COMPANY | COM | 244199105 | 582 | 1,542 | SH | SOLE | 1,542 | 0 | 0 | ||
DELL TECHNOLOGIES INC CL C | COM | 24703L202 | 413 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
EASTGROUP PPTY. INC. | COM | 277276101 | 333 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
EATON CORPORATION PLC | COM | G29183103 | 24,148 | 113,220 | SH | SOLE | 113,220 | 0 | 0 | ||
FEDEX CORPORATION | COM | 31428X106 | 265 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
GENERAC HOLDINGS | COM | 368736104 | 381 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC. | COM | 38141G104 | 324 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
HCA HOLDINGS INC. | COM | 40412C101 | 7,862 | 31,960 | SH | SOLE | 31,960 | 0 | 0 | ||
HOME DEPOT INC. | COM | 437076102 | 38,904 | 128,753 | SH | SOLE | 128,753 | 0 | 0 | ||
INTUIT | COM | 461202103 | 307 | 600 | SH | SOLE | 600 | 0 | 0 | ||
INTUITIVE SURGICAL INC. | COM | 46120E602 | 4,414 | 15,100 | SH | SOLE | 15,100 | 0 | 0 | ||
JOHNSON & JOHNSON INC. | COM | 478160104 | 771 | 4,950 | SH | SOLE | 4,950 | 0 | 0 | ||
JPMORGAN CHASE & COMPANY | COM | 46625H100 | 479 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
LINDE PLC | COM | G54950103 | 32,216 | 86,520 | SH | SOLE | 86,520 | 0 | 0 | ||
MASTERCARD INC. | COM | 57636Q104 | 68,835 | 173,866 | SH | SOLE | 173,866 | 0 | 0 | ||
META PLATFORMS INC. (formerly | COM | 30303M102 | 65,208 | 217,207 | SH | SOLE | 217,207 | 0 | 0 | ||
MICROSOFT CORP. | COM | 594918104 | 80,279 | 254,250 | SH | SOLE | 254,250 | 0 | 0 | ||
MIMEDX GROUP INC | COM | 602496101 | 182 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
NESTLE S A ADR | COM | 641069406 | 340 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
NEXTERA ENERGY, INC. | COM | 65339F101 | 367 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
PARKER HANNIFIN CORP. | COM | 701094104 | 467 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
SALESFORCE.COM INC. | COM | 79466L302 | 6,416 | 31,641 | SH | SOLE | 31,641 | 0 | 0 | ||
SERVICENOW, INC. | COM | 81762P102 | 7,742 | 13,850 | SH | SOLE | 13,850 | 0 | 0 | ||
TESLA INC. | COM | 88160R101 | 342 | 1,365 | SH | SOLE | 1,365 | 0 | 0 | ||
TEXAS INSTRUMENTS INC. | COM | 882508104 | 636 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
THE TRADE DESK | COM | 88339J105 | 74,193 | 949,365 | SH | SOLE | 949,365 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC. | COM | 883556102 | 54,761 | 108,187 | SH | SOLE | 108,187 | 0 | 0 | ||
TYLER TECHNOLOGIES, INC. | COM | 902252105 | 23,099 | 59,820 | SH | SOLE | 59,820 | 0 | 0 | ||
ULTA BEAUTY, INC. | COM | 90384S303 | 264 | 660 | SH | SOLE | 660 | 0 | 0 | ||
UNION PACIFIC CORP. | COM | 907818108 | 815 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
UNITEDHEALTH GROUP | COM | 91324P102 | 555 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | ||
VALENS SEMICONDUCTOR | COM | M9607U115 | 106 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
VICOR CORPORATION | COM | 925815102 | 677 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
VISA INC. | COM | 92826c839 | 8,165 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
WALMART INC. | COM | 931142103 | 5,409 | 33,820 | SH | SOLE | 33,820 | 0 | 0 |