 NVIDIA CORPORATIONNVDA |
| 12.45% | 12.57% | $38.6M | 192,805 | $33.5M | 192,204 | +601+0.31% | Add |
 BROADCOM INCAVGO |
| 6.31% | 5.91% | $19.6M | 51,777 | $15.8M | 50,936 | +841+1.65% | Add |
 ELI LILLY & COLLY |
| 5.39% | 4.79% | $16.7M | 13,926 | $12.8M | 13,892 | +34+0.24% | Add |
 MICROSOFT CORPMSFT |
| 3.82% | 4.42% | $11.9M | 31,771 | $11.8M | 31,859 | -88-0.28% | Reduce |
| PPOWELL INDS INCPOWL |
| 3.6% | 2.62% | $11.2M | 38,989 | $7.0M | 12,911 | +26,078+201.98% | Add |
 APPLE INCAAPL |
| 2.9% | 2.96% | $9.0M | 31,068 | $7.9M | 31,146 | -78-0.25% | Reduce |
 ALPHABET INCGOOGL |
| 2.87% | 2.46% | $8.9M | 24,906 | $6.6M | 22,815 | +2,091+9.17% | Add |
 WALMART INCWMT |
| 2.86% | 3.49% | $8.9M | 78,385 | $9.3M | 74,975 | +3,410+4.55% | Add |
 ARISTA NETWORKS INCANET |
| 2.7% | 2.18% | $8.4M | 49,300 | $5.8M | 47,251 | +2,049+4.34% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.66% | 3.26% | $8.2M | 8,800 | $8.7M | 8,717 | +83+0.95% | Add |
 QUANTA SVCS INCPWR |
| 2.57% | 2.09% | $8.0M | 11,057 | $5.6M | 10,138 | +919+9.06% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.99% | 2.63% | $6.2M | 67,120 | $7.0M | 75,961 | -8,841-11.64% | Reduce |
 AMAZON COM INCAMZN |
| 1.96% | 2% | $6.1M | 25,453 | $5.3M | 25,557 | -104-0.41% | Reduce |
 CORNING INCGLW |
| 1.94% | 1.14% | $6.0M | 23,555 | $3.0M | 22,360 | +1,195+5.34% | Add |
 RTX CORPORATIONRTX |
| 1.93% | 2.18% | $6.0M | 31,527 | $5.8M | 30,078 | +1,449+4.82% | Add |
| SSPDR GOLD TRGLD |
| 1.92% | 3.05% | $5.9M | 16,123 | $8.1M | 18,888 | -2,765-14.64% | Reduce |
 VISA INCV |
| 1.88% | 1.9% | $5.8M | 16,972 | $5.1M | 16,758 | +214+1.28% | Add |
 TJX COS INC NEWTJX |
| 1.84% | 2.18% | $5.7M | 37,717 | $5.8M | 36,346 | +1,371+3.77% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.77% | 1.23% | $5.5M | 11,518 | $3.3M | 9,716 | +1,802+18.55% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.74% | 0.83% | $5.4M | 5,577 | $2.2M | 5,657 | -80-1.41% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.62% | 0.49% | $5.0M | 4,341 | $1.3M | 3,854 | +487+12.64% | Add |
 AMGEN INC COMAMGN |
| 1.53% | 1.61% | $4.8M | 13,128 | $4.3M | 12,217 | +911+7.46% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 1.36% | 1.21% | $4.2M | 3,060 | $3.2M | 2,940 | +120+4.08% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.29% | 1.7% | $4.0M | 94,085 | $4.5M | 90,092 | +3,993+4.43% | Add |
 BARCLAYS PLCBCS |
| 1.27% | 1.12% | $3.9M | 146,923 | $3.0M | 141,586 | +5,337+3.77% | Add |
 JPMORGAN CHASE & COJPM |
| 1.23% | 1.3% | $3.8M | 11,642 | $3.5M | 11,792 | -150-1.27% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 1.2% | 1.34% | $3.7M | 2,782 | $3.6M | 3,077 | -295-9.59% | Reduce |
| CCITIGROUP INCC |
| 1.15% | 0.95% | $3.6M | 25,458 | $2.5M | 22,237 | +3,221+14.48% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.14% | 0.92% | $3.5M | 3,488 | $2.5M | 2,904 | +584+20.11% | Add |
 ASML HLDG NVASML |
| 1.06% | 0.62% | $3.3M | 1,658 | $1.7M | 1,251 | +407+32.53% | Add |
 CATERPILLAR INCCAT |
| 0.97% | 0.75% | $3.0M | 2,814 | $2.0M | 2,812 | +2+0.07% | Add |
 ABBVIE INCABBV |
| 0.95% | 0.91% | $2.9M | 11,679 | $2.4M | 11,149 | +530+4.75% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.93% | 0.32% | $2.9M | 4,977 | $864,578 | 4,250 | +727+17.11% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.92% | 0.74% | $2.9M | 5,761 | $2.0M | 4,417 | +1,344+30.43% | Add |
| EEMBRAER S.A.FGM |
| 0.91% | 0.9% | $2.8M | 44,380 | $2.4M | 40,288 | +4,092+10.16% | Add |
 DEERE & CODE |
| 0.85% | 0.96% | $2.6M | 4,157 | $2.6M | 4,558 | -401-8.80% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.79% | $2.5M | 7,146 | $2.1M | 7,352 | -206-2.80% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.81% | 0.44% | $2.5M | 3,467 | $1.2M | 3,462 | +5+0.14% | Add |
 NETFLIX INCNFLX |
| 0.8% | 0.97% | $2.5M | 34,556 | $2.6M | 27,016 | +7,540+27.91% | Add |
 CHEVRON CORPORATIONCVX |
| 0.79% | 1.14% | $2.5M | 14,853 | $3.0M | 14,670 | +183+1.25% | Add |
 MARRIOTT INTL INC NEWMAR |
| 0.73% | 0.71% | $2.3M | 6,129 | $1.9M | 5,785 | +344+5.95% | Add |
 LINDE PLCLIN |
| 0.73% | 0.72% | $2.3M | 4,374 | $1.9M | 3,859 | +515+13.35% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.71% | 0.82% | $2.2M | 4,415 | $2.2M | 4,455 | -40-0.90% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.71% | 0.88% | $2.2M | 3,816 | $2.4M | 3,997 | -181-4.53% | Reduce |
 BLACKROCK INC COMBLK |
| 0.7% | 0.72% | $2.2M | 2,251 | $1.9M | 1,995 | +256+12.83% | Add |
 ASTRAZENECA PLCAZN |
| 0.68% | 0.54% | $2.1M | 11,245 | $1.4M | 7,342 | +3,903+53.16% | Add |
 EXXON MOBIL CORPXOM |
| 0.64% | 0.95% | $2.0M | 14,603 | $2.5M | 14,933 | -330-2.21% | Reduce |
 META PLATFORMS INCMETA |
| 0.6% | 0.65% | $1.9M | 3,297 | $1.7M | 3,037 | +260+8.56% | Add |
 IDEXX LABS INC COMIDXX |
| 0.45% | 0.62% | $1.4M | 2,650 | $1.7M | 2,950 | -300-10.17% | Reduce |
| IISHARES TRIVV |
| 0.44% | 0.42% | $1.4M | 1,824 | $1.1M | 1,701 | +123+7.23% | Add |
