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Portfolio Holdings NVPS

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Current Portfolio Date Oct 27, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 46.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Taiwan Semiconductor Manufacturing Co Ltd ADR	8.76	221,493	Technology
Micron Technology Inc	6.06	153,245	Technology
SK hynix Inc DR	6.02	152,074	Technology
Vertiv Holdings Co Class A	5.75	145,366	Industrials
Super Micro Computer Inc	3.73	94,182	Technology
ASML Holding NV ADR	3.49	88,321	Technology
Digital Realty Trust Inc	3.26	82,345	Real Estate
Marvell Technology Inc	3.15	79,647	Technology
Equinix Inc	3.12	78,951	Real Estate
Arista Networks Inc	3.11	78,540	Technology

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