 NVIDIA CORPORATIONNVDA |
| 6.08% | 6.16% | $27.61B | 138.0M | $24.11B | 138.3M | -269,282-0.19% | Reduce |
 APPLE INCAAPL |
| 5.32% | 5.46% | $24.15B | 83.5M | $21.37B | 84.2M | -720,509-0.86% | Reduce |
 MICROSOFT CORPMSFT |
| 3.46% | 4.03% | $15.74B | 42.2M | $15.78B | 42.6M | -432,430-1.01% | Reduce |
 AMAZON COM INCAMZN |
| 2.88% | 2.96% | $13.10B | 55.0M | $11.59B | 55.7M | -687,933-1.24% | Reduce |
 ALPHABET INCGOOGL |
| 2.65% | 2.44% | $12.04B | 33.7M | $9.55B | 33.2M | +479,248+1.44% | Add |
 BROADCOM INCAVGO |
| 2.26% | 2.15% | $10.27B | 27.2M | $8.43B | 27.2M | -51,090-0.19% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.11% | 1.95% | $9.58B | 27.1M | $7.64B | 26.6M | +476,261+1.79% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.65% | 0.55% | $7.48B | 6.5M | $2.14B | 6.3M | +146,307+2.31% | Add |
 META PLATFORMS INCMETA |
| 1.56% | 1.83% | $7.08B | 12.6M | $7.17B | 12.5M | +34,821+0.28% | Add |
 TESLA INCTSLA |
| 1.5% | 1.54% | $6.82B | 16.2M | $6.02B | 16.2M | +19,321+0.12% | Add |
 ELI LILLY & COLLY |
| 1.21% | 1.08% | $5.51B | 4.6M | $4.25B | 4.6M | -27,178-0.59% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.2% | 0.48% | $5.44B | 9.4M | $1.89B | 9.3M | +61,515+0.66% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.13% | 1.25% | $5.12B | 10.2M | $4.91B | 10.2M | -21,033-0.21% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.01% | 1.06% | $4.57B | 14.0M | $4.15B | 14.1M | -135,288-0.96% | Reduce |
 INTEL CORPINTC |
| 0.8% | 0.29% | $3.62B | 25.9M | $1.14B | 25.8M | +93,682+0.36% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.85% | $3.43B | 13.5M | $3.32B | 13.6M | -47,419-0.35% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.73% | 0.39% | $3.30B | 4.6M | $1.54B | 4.5M | +61,332+1.36% | Add |
 VISA INCV |
| 0.72% | 0.75% | $3.27B | 9.5M | $2.93B | 9.7M | -165,514-1.71% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.7% | 1.02% | $3.18B | 23.3M | $3.99B | 23.5M | -243,197-1.03% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.69% | 0.39% | $3.11B | 7.2M | $1.54B | 7.2M | -20,876-0.29% | Reduce |
 CATERPILLAR INCCAT |
| 0.62% | 0.48% | $2.82B | 2.6M | $1.86B | 2.6M | +18,517+0.70% | Add |
 WALMART INCWMT |
| 0.61% | 0.78% | $2.79B | 24.7M | $3.07B | 24.7M | -66,213-0.27% | Reduce |
 CISCO SYS INCCSCO |
| 0.57% | 0.43% | $2.57B | 21.9M | $1.70B | 21.9M | -68,385-0.31% | Reduce |
 ROYAL BK CDA COMRY |
| 0.57% | 0.51% | $2.57B | 12.4M | $1.99B | 12.3M | +88,826+0.72% | Add |
 ABBVIE INCABBV |
| 0.55% | 0.57% | $2.50B | 9.9M | $2.22B | 10.2M | -259,605-2.55% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.55% | 0.66% | $2.48B | 13.3M | $2.58B | 13.2M | +95,907+0.73% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.6% | $2.37B | 4.6M | $2.34B | 4.7M | -59,622-1.27% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.65% | $2.35B | 2.5M | $2.55B | 2.6M | -44,674-1.74% | Reduce |
 KLA CORPKLAC |
| 0.5% | 0.28% | $2.26B | 7.5M | $1.11B | 756,440 | +6.8M+892.43% | Add |
 GE AEROSPACEGE |
| 0.49% | 0.44% | $2.24B | 6.0M | $1.70B | 6.0M | -14,947-0.25% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.47% | 0.35% | $2.12B | 5.1M | $1.38B | 5.1M | -582-0.01% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.46% | 0.42% | $2.09B | 36.6M | $1.66B | 34.1M | +2.5M+7.45% | Add |
 HOME DEPOT INCHD |
| 0.44% | 0.48% | $2.01B | 5.7M | $1.88B | 5.7M | -19,892-0.35% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.43% | 0.13% | $1.93B | 850,387 | $526.6M | 828,780 | +21,607+2.61% | Add |
 PROCTER & GAMBLE COPG |
| 0.42% | 0.48% | $1.92B | 13.1M | $1.89B | 13.1M | -9,764-0.07% | Reduce |
 GE VERNOVA INCGEV |
| 0.4% | 0.35% | $1.81B | 1.5M | $1.36B | 1.6M | -11,043-0.71% | Reduce |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.4% | 0.35% | $1.80B | 14.8M | $1.38B | 14.8M | +43,888+0.30% | Add |
 MERCK & CO INCMRK |
| 0.39% | 0.43% | $1.78B | 13.9M | $1.68B | 14.0M | -94,870-0.68% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.38% | 0.56% | $1.74B | 10.5M | $2.19B | 10.6M | -42,566-0.40% | Reduce |
 COCA COLA COKO |
| 0.38% | 0.42% | $1.74B | 21.5M | $1.65B | 21.7M | -259,268-1.19% | Reduce |
 NETFLIX INCNFLX |
| 0.38% | 0.6% | $1.73B | 24.2M | $2.34B | 24.4M | -172,666-0.71% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.35% | 0.35% | $1.61B | 1.6M | $1.36B | 1.6M | -13,158-0.82% | Reduce |
 PALO ALTOPANW |
| 0.35% | 0.19% | $1.59B | 4.7M | $748.2M | 4.7M | -3,708-0.08% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.35% | 0.37% | $1.58B | 8.8M | $1.45B | 8.8M | -10,511-0.12% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.34% | 0.26% | $1.56B | 5.2M | $1.00B | 5.2M | +68,608+1.33% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.34% | 0.49% | $1.53B | 13.1M | $1.91B | 13.1M | +16,014+0.12% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.33% | 0.14% | $1.50B | 5.0M | $536.9M | 5.4M | -372,303-6.87% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.33% | 0.33% | $1.48B | 5.3M | $1.28B | 5.3M | +14,082+0.27% | Add |
 RTX CORPORATIONRTX |
| 0.32% | — | $1.43B | 7.6M | $0 | 0 | +7.6M | New Buy |
 ORACLE CORPORCL |
| 0.32% | 0.37% | $1.43B | 9.8M | $1.44B | 9.8M | -25,553-0.26% | Reduce |
