company             Symbol   Pct of portfolio
         Apple Inc             AAPL         46.20%
    Bank of America Corp       BAC           8.20%
  American Express Company     AXP           6.70%
        Coca-Cola Co            KO           6.60%
    Chevron Corporation        CVX           5.90%
 Occidental Petroleum Corp     OXY           4.10%
      Kraft Heinz Co           KHC           3.20%
        Moody's Corp           MCO           2.30%
      Mitsubishi Corp        8058:TYO        1.70%
        Mitsui & Co          8031:TYO        1.40%
    Itochu Corporation       8001:TYO        1.30%
        Davita Inc             DVA           1.00%
        BYD Co. Ltd            BYDDF         0.90%
          HP Inc               HPQ           0.90%
       Citigroup Inc             C           0.70%
         Kroger Co              KR           0.70%
       Marubeni Corp         8002:TYO        0.70%
      Verisign, Inc.           VRSN          0.70%
       Sumitomo Corp         8053:TYO        0.60%
          Visa Inc               V           0.60%
Charter Communications Inc     CHTR          0.50%
      Mastercard Inc            MA           0.50%
  Activision Blizzard Inc      ATVI          0.40%
      Amazon.com, Inc.         AMZN          0.40%
          Aon PLC              AON           0.40%
Capital One Financial Corp.    COF           0.40%
 Liberty SiriusXM Series C     LSXMK         0.30%
  Paramount Global Class B     PARA          0.30%
       Snowflake Inc           SNOW          0.30%
    Ally Financial Inc         ALLY          0.20%