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SPONSORED ADR 456837103 2576298 82100 SH SOLE 82100 0 0 INTEL CORP COM 458140100 20022942 143400 SH SOLE 143400 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 12294501 43720 SH SOLE 43720 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 6128249 15410 SH SOLE 15410 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 7146000 450000 SH SOLE 450000 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 7464800 280000 SH SOLE 280000 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4255400 20000 SH SOLE 20000 0 0 ISHARES INC MSCI CDA ETF 464286509 7769872 134800 SH SOLE 134800 0 0 ISHARES INC CORE MSCI EMKT 46434G103 84496800 1020000 SH SOLE 1020000 0 0 ISHARES TR S&P 100 ETF 464287101 10976100 30000 SH SOLE 30000 0 0 ISHARES TR CORE US AGGBD ET 464287226 51766540 523000 SH SOLE 523000 0 0 ISHARES TR US TREAS BD ETF 46429B267 28475000 1250000 SH SOLE 1250000 0 0 ISHARES TR CORE MSCI EAFE 46432F842 54084800 560000 SH SOLE 560000 0 0 JOHNSON & JOHNSON COM 478160104 43482204 171210 SH SOLE 171210 0 0 JPMORGAN CHASE & CO COM 46625H100 30798152 94089 SH SOLE 94089 0 0 LINDE PLC SHS G54950103 1894131 3650 SH SOLE 3650 0 0 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 2380214 408270 SH SOLE 408270 0 0 MARRIOTT INTL INC NEW CL A 571903202 8653277 23350 SH SOLE 23350 0 0 MASTERCARD INCORPORATED CL A 57636Q104 6194016 12060 SH SOLE 12060 0 0 MERCK & CO INC COM 58933Y105 4176250 32500 SH SOLE 32500 0 0 META PLATFORMS INC CL A 30303M102 51642427 91680 SH SOLE 91680 0 0 MICRON TECHNOLOGY INC COM 595112103 27356673 23700 SH SOLE 23700 0 0 MICROSOFT CORP COM 594918104 92751423 248650 SH SOLE 248650 0 0 MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 1682097 84570 SH SOLE 84570 0 0 NATIONAL GRID PLC SPONSORED ADR NE 636274409 17759041 214300 SH SOLE 214300 0 0 NAVAN INC CL A 639193101 1682226 73556 SH SOLE 73556 0 0 NETFLIX INC. COM 64110L106 4066944 56960 SH SOLE 56960 0 0 NEWMONT CORP COM 651639106 15700540 168100 SH SOLE 168100 0 0 NEXTERA ENERGY INC COM 65339F101 4001434 45590 SH SOLE 45590 0 0 NORTHROP GRUMMAN CORP COM 666807102 7807722 15330 SH SOLE 15330 0 0 NOVARTIS AG SPONSORED ADR 66987V109 7585248 48400 SH SOLE 48400 0 0 NOVO-NORDISK A S ADR 670100205 1481346 30900 SH SOLE 30900 0 0 NVIDIA CORPORATION COM 67066G104 164319911 821230 SH SOLE 821230 0 0 ORACLE CORP COM 68389X105 2564625 17500 SH SOLE 17500 0 0 PEPSICO INC COM 713448108 21241552 156880 SH SOLE 156880 0 0 PHILIP MORRIS INTL INC COM 718172109 17620634 97400 SH SOLE 97400 0 0 PROCTER & GAMBLE CO COM 742718109 13900006 94790 SH SOLE 94790 0 0 PROLOGIS INC. COM 74340W103 3993656 29480 SH SOLE 29480 0 0 REGENERON PHARMACEUTICALS COM 75886F107 1995328 3200 SH SOLE 3200 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2685570 28290 SH SOLE 28290 0 0 RTX CORPORATION COM 75513E101 15333979 80820 SH SOLE 80820 0 0 SALESFORCE INC COM 79466L302 8083656 51600 SH SOLE 51600 0 0 SANDISK CORP COM 80004C200 60481218 26600 SH SOLE 26600 0 0 SAP SE SPON ADR 803054204 1510278 9800 SH SOLE 9800 0 0 SERVICENOW INC COM 81762P102 3377406 34019 SH SOLE 34019 0 0 SHELL PLC SPON ADS 780259305 5613896 72400 SH SOLE 72400 0 0 SLB LIMITED COM STK 806857108 2110646 45400 SH SOLE 45400 0 0 SOUTHERN CO COM 842587107 13264449 138590 SH SOLE 138590 0 0 SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 86562M209 1741855 73870 SH SOLE 73870 0 0 SUNCOR ENERGY INC NEW COM 867224107 1631872 30400 SH SOLE 30400 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 55493634 116200 SH SOLE 116200 0 0 TESLA INC COM 88160R101 36087480 85800 SH SOLE 85800 0 0 TEXAS INSTRS INC COM 882508104 21010954 70490 SH SOLE 70490 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7279747 14520 SH SOLE 14520 0 0 TOTALENERGIES SE ACT F92124100 11772864 151400 SH SOLE 151400 0 0 TOYOTA MOTOR CORP ADS 892331307 2101882 12480 SH SOLE 12480 0 0 UNILEVER PLC SPON ADR NEW 904767803 8068104 134200 SH SOLE 134200 0 0 UNION PAC CORP COM 907818108 14951840 54970 SH SOLE 54970 0 0 UNITEDHEALTH GROUP INC COM 91324P102 6138855 14770 SH SOLE 14770 0 0 US BANCORP COM NEW 902973304 5483112 90780 SH SOLE 90780 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 70416000 540000 SH SOLE 540000 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 54837270 747000 SH SOLE 747000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 153158630 223000 SH SOLE 223000 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 34136625 217500 SH SOLE 217500 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 12142000 100000 SH SOLE 100000 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 5982375 79500 SH SOLE 79500 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 35315200 640000 SH SOLE 640000 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 89062500 1250000 SH SOLE 1250000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 14082284 332600 SH SOLE 332600 0 0 VISA INC COM CL A 92826C839 7445053 21700 SH SOLE 21700 0 0 WALMART INC COM 931142103 15756731 139120 SH SOLE 139120 0 0