Fund Holdings

Aljian Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COSTCO WHOLESALE CORPORATION(COST)054,656+54,656054,460,63711.19%+54,460,637
ISHARES BITCOIN TRUST ETF(IBIT)048,744+48,74401,872,7440.38%+1,872,744
TESLA INC(TSLA)03,717+3,71701,381,7950.28%+1,381,795
ECHOSTAR CORP(SATS)012,715+12,71501,488,5450.31%+1,488,545
GE VERNOVA INC(GEV)03,907+3,90703,410,7200.70%+3,410,720
WALMART INC(WMT)061,306+61,30607,619,0501.57%+7,619,050
CATERPILLAR INC(CAT)05,585+5,58503,956,8330.81%+3,956,833
LOCKHEED MARTIN CORP(LMT)07,611+7,61104,600,0120.94%+4,600,012
NORTHROP GRUMMAN CORP(NOC)08,416+8,41605,741,7321.18%+5,741,732
EXXON MOBIL CORP(XOM)011,069+11,06901,877,9950.39%+1,877,995
CROWDSTRIKE HLDGS INC(CRWD)01,265+1,2650493,8690.10%+493,869
HONEYWELL INTL INC(HON)05,669+5,66901,281,3240.26%+1,281,324
NETFLIX INC.(NFLX)097,293+97,29309,354,7221.92%+9,354,722
VANGUARD INDEX FDS0622+6220371,8220.08%+371,822
CLOUDFLARE INC(NET)012,310+12,31002,540,0450.52%+2,540,045
ELI LILLY & CO(LLY)01,811+1,81101,665,2880.34%+1,665,288
ISHARES TR04,400+4,4000350,0640.07%+350,064
MICRON TECHNOLOGY INC(MU)01,618+1,6180546,5680.11%+546,568
GENERAL DYNAMICS CORP(GD)06,674+6,67402,290,5680.47%+2,290,568
ISHARES TR0443+4430289,2630.06%+289,263
SELECT SECTOR SPDR TR02,000+2,0000265,8000.05%+265,800
TAIWAN SEMICONDUCTOR MANUFAC(TSM)04,723+4,72301,596,1380.33%+1,596,138
ALBEMARLE CORP(ALB)01,235+1,2350221,6680.05%+221,668
STATE STR SPDR S&P 500 ETF T(SPY)0337+3370218,8540.04%+218,854
CAPITAL ONE FINL CORP(COF)01,177+1,1770214,7200.04%+214,720
F5 INC(FFIV)0704+7040203,6880.04%+203,688
EATON CORP PLC(ETN)04,703+4,70301,682,1220.35%+1,682,122
QNITY ELECTRONICS INC(Q)05,523+5,5230637,2430.13%+637,243
MARATHON PETE CORP(MPC)02,196+2,1960536,3260.11%+536,326
SEAGATE TECHNOLOGY HLDNGS PL01,544+1,5440604,8770.12%+604,877
CHEVRON CORPORATION(CVX)03,851+3,8510796,7950.16%+796,795
ENTREPRENEURSHARES SERIES TR010,073+10,0730170,1330.03%+170,133
AMGEN INC(AMGN)05,713+5,71302,010,1080.41%+2,010,108
BRISTOL-MYERS SQUIBB CO(BMY)017,481+17,48101,060,2320.22%+1,060,232
GE AEROSPACE(GE)06,661+6,66101,890,2850.39%+1,890,285
VISTRA CORP(VST)05,960+5,9600895,9970.18%+895,997
MCDONALDS CORP(MCD)07,059+7,05902,193,9550.45%+2,193,955
ABBVIE INC(ABBV)07,000+7,00001,522,4050.31%+1,522,405
JOHNSON & JOHNSON(JNJ)03,407+3,4070832,8450.17%+832,845
PHILLIPS 66(PSX)02,246+2,2460409,1660.08%+409,166
INTEL CORP(INTC)013,657+13,6570602,7020.12%+602,702
PHILIP MORRIS INTL INC(PM)08,396+8,39601,388,1390.29%+1,388,139
ILLINOIS TOOL WKS INC(ITW)07,666+7,66601,995,3020.41%+1,995,302
ALTRIA GROUP INC(MO)08,364+8,3640551,9680.11%+551,968
MERCK & CO INC(MRK)05,971+5,9710718,2960.15%+718,296
VERIZON COMMUNICATIONS INC(VZ)09,788+9,7880491,3710.10%+491,371
GILEAD SCIENCES INC(GILD)04,514+4,5140629,0830.13%+629,083
DUPONT DE NEMOURS INC(DD)011,493+11,4930526,3810.11%+526,381
PEPSICO INC(PEP)03,037+3,0370471,5830.10%+471,583
NEXTERA ENERGY INC(NEE)03,906+3,9060362,8330.07%+362,833
BIOGEN INC(BIIB)02,540+2,5400465,6580.10%+465,658
MONDELEZ INTL INC(MDLZ)04,414+4,4140254,4390.05%+254,439
NATIONAL FUEL GAS CO(NFG)02,758+2,7580259,1680.05%+259,168
AT&T INC(T)010,496+10,4960304,2700.06%+304,270
CBOE GLOBAL MKTS INC(CBOE)01,103+1,1030310,1050.06%+310,105
ADVANCED MICRO DEVICES INC(AMD)011,406+11,40602,320,3230.48%+2,320,323
UNION PAC CORP(UNP)02,747+2,7470666,5790.14%+666,579
CLEAR CHANNEL OUTDOOR HLDGS(CCO)010,000+10,000023,7000.00%+23,700
RYDER SYS INC(R)01,639+1,6390335,5680.07%+335,568
PNC FINL SVCS GROUP INC(PNC)04,213+4,2130876,7590.18%+876,759
CIRCLE INTERNET GROUP INC(CRCL)05,011+5,0110478,1000.10%+478,100
PHILLIPS EDISON & CO INC(PECO)08,074+8,0740302,1290.06%+302,129
T-MOBILE US INC(TMUS)03,593+3,5930754,6960.16%+754,696
WASTE MGMT INC DEL(WM)01,832+1,8320420,9510.09%+420,951
MGM RESORTS INTERNATIONAL(MGM)07,281+7,2810269,4570.06%+269,457
HOME DEPOT INC(HD)07,486+7,48602,462,2180.51%+2,462,218
PROCTER & GAMBLE CO(PG)07,529+7,52901,087,4880.22%+1,087,488
FEMASYS INC025,268+25,268010,6180.00%+10,618
THE CIGNA GROUP(CI)0869+8690231,9150.05%+231,915
SMARTRENT INC015,853+15,853023,7800.00%+23,780
PPG INDS INC(PPG)02,183+2,1830233,3190.05%+233,319
TRAVELERS COMPANIES INC(TRV)03,445+3,44501,004,7290.21%+1,004,729
SHERWIN WILLIAMS CO(SHW)02,296+2,2960736,0070.15%+736,007
BOEING CO(BA)03,620+3,6200720,4890.15%+720,489
BERKSHIRE HATHAWAY INC DEL0693+6930332,0860.07%+332,086
HUNTINGTON BANCSHARES INC(HBAN)010,319+10,3190161,4900.03%+161,490
CISCO SYS INC(CSCO)011,250+11,2500872,8710.18%+872,871
FERRARI N V0750+7500253,8380.05%+253,838
AMPHENOL CORP01,913+1,9130241,6920.05%+241,692
COREWEAVE INC(CRWV)04,320+4,3200334,6700.07%+334,670
CHIPOTLE MEXICAN GRILL INC(CMG)09,195+9,1950294,3320.06%+294,332
SCHWAB CHARLES CORP(SCHW)04,900+4,9000460,4750.09%+460,475
JPMORGAN CHASE & CO(JPM)020,070+20,07005,903,8131.21%+5,903,813
MEDTRONIC PLC(MDT)05,082+5,0820440,3550.09%+440,355
AMERIPRISE FINL INC(AMP)0965+9650428,9360.09%+428,936
CITIGROUP INC(C)023,442+23,44202,658,5050.55%+2,658,505
STARBUCKS CORP(SBUX)024,933+24,93302,233,7330.46%+2,233,733
CINCINNATI FINL CORP(CINF)010,275+10,27501,616,7710.33%+1,616,771
DUTCH BROS INC(BROS)08,039+8,0390407,2560.08%+407,256
ALIBABA GROUP HLDG LTD(BABA)02,325+2,3250291,6950.06%+291,695
MORGAN STANLEY(MS)05,582+5,5820918,6920.19%+918,692
SONY GROUP CORP(SONY)014,835+14,8350307,0850.06%+307,085
LAS VEGAS SANDS CORP(LVS)06,676+6,6760359,6830.07%+359,683
STARWOOD PPTY TR INC(STWD)0112,633+112,63301,939,5400.40%+1,939,540
CVS HEALTH CORP(CVS)013,175+13,1750946,2320.19%+946,232
GE HEALTHCARE TECHNOLOGIES I(GEHC)08,866+8,8660631,0600.13%+631,060
STERIS PLC(STE)03,100+3,1000685,5030.14%+685,503
UBER TECHNOLOGIES INC(UBER)020,071+20,07101,443,7070.30%+1,443,707
ABBOTT LABORATORIES05,199+5,1990533,7550.11%+533,755
DANAHER CORP DEL(DHR)03,325+3,3250630,3610.13%+630,361
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