 MICRON TECHNOLOGY INCMU |
| 6.91% | 2.77% | $16.4M | 14,227 | $4.4M | 13,094 | +1,133+8.65% | Add |
 LAM RESEARCH CORPLRCX |
| 5.43% | 3.13% | $12.9M | 29,766 | $5.0M | 23,427 | +6,339+27.06% | Add |
 BROADCOM INCAVGO |
| 4.99% | 5.54% | $11.9M | 31,375 | $8.8M | 28,592 | +2,783+9.73% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.64% | 4.58% | $8.6M | 43,208 | $7.3M | 41,959 | +1,249+2.98% | Add |
 KLA CORPKLAC |
| 3.25% | 2.18% | $7.7M | 25,598 | $3.5M | 2,361 | +23,237+984.20% | Add |
 APPLE INCAAPL |
| 2.41% | 2.78% | $5.7M | 19,752 | $4.4M | 17,520 | +2,232+12.74% | Add |
 VERTIV HOLDINGS COVRT |
| 2.15% | 2.14% | $5.1M | 15,234 | $3.4M | 13,657 | +1,577+11.55% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.05% | 0.89% | $4.9M | 11,283 | $1.4M | 8,681 | +2,602+29.97% | Add |
 PALO ALTOPANW |
| 1.88% | 1.17% | $4.5M | 13,105 | $1.9M | 11,676 | +1,429+12.24% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.85% | 1.26% | $4.4M | 5,754 | $2.0M | 5,142 | +612+11.90% | Add |
 CARDINAL HEALTH INCCAH |
| 1.85% | 2.24% | $4.4M | 18,456 | $3.6M | 16,927 | +1,529+9.03% | Add |
 CISCO SYS INCCSCO |
| 1.73% | 1.56% | $4.1M | 34,903 | $2.5M | 32,054 | +2,849+8.89% | Add |
 CHEVRON CORPORATIONCVX |
| 1.69% | 2.58% | $4.0M | 24,286 | $4.1M | 19,900 | +4,386+22.04% | Add |
| BBANK OF AMER CORPBAC |
| 1.65% | 1.95% | $3.9M | 68,933 | $3.1M | 63,785 | +5,148+8.07% | Add |
 VANECK ETF TRUSTSMH |
| 1.5% | 1.34% | $3.6M | 5,443 | $2.1M | 5,576 | -133-2.39% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 1.46% | 1.63% | $3.5M | 13,285 | $2.6M | 10,531 | +2,754+26.15% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.44% | 1.95% | $3.4M | 29,272 | $3.1M | 21,269 | +8,003+37.63% | Add |
 CORNING INCGLW |
| 1.42% | 1.12% | $3.4M | 13,246 | $1.8M | 13,179 | +67+0.51% | Add |
 ABBVIE INCABBV |
| 1.4% | 1.53% | $3.3M | 13,222 | $2.4M | 11,249 | +1,973+17.54% | Add |
 MERCK & CO INCMRK |
| 1.38% | 1.71% | $3.3M | 25,523 | $2.7M | 22,761 | +2,762+12.13% | Add |
 ARES CAPITALARCC |
| 1.34% | 1.85% | $3.2M | 171,613 | $2.9M | 163,540 | +8,073+4.94% | Add |
 ARISTA NETWORKS INCANET |
| 1.32% | 1.24% | $3.1M | 18,523 | $2.0M | 16,131 | +2,392+14.83% | Add |
 AMAZON COM INCAMZN |
| 1.3% | 1.5% | $3.1M | 12,996 | $2.4M | 11,502 | +1,494+12.99% | Add |
| AAT&T INCT |
| 1.27% | 2.4% | $3.0M | 145,746 | $3.8M | 132,446 | +13,300+10.04% | Add |
 MICROSOFT CORPMSFT |
| 1.26% | 1.66% | $3.0M | 8,019 | $2.7M | 7,173 | +846+11.79% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.24% | 1.58% | $2.9M | 80,102 | $2.5M | 66,681 | +13,421+20.13% | Add |
 WESCO INTL INCWCC |
| 1.09% | 1.24% | $2.6M | 7,469 | $2.0M | 7,220 | +249+3.45% | Add |
 ALPHABET INCGOOGL |
| 1.07% | 1.17% | $2.5M | 7,122 | $1.9M | 6,479 | +643+9.92% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.06% | 0.46% | $2.5M | 9,239 | $735,659 | 7,837 | +1,402+17.89% | Add |
 WALMART INCWMT |
| 1.02% | 1.46% | $2.4M | 21,447 | $2.3M | 18,762 | +2,685+14.31% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1% | 0.47% | $2.4M | 4,091 | $748,216 | 3,678 | +413+11.23% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1% | 1.36% | $2.4M | 18,744 | $2.2M | 15,604 | +3,140+20.12% | Add |
 META PLATFORMS INCMETA |
| 0.98% | 1.3% | $2.3M | 4,140 | $2.1M | 3,628 | +512+14.11% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.98% | 1.1% | $2.3M | 8,293 | $1.8M | 7,225 | +1,068+14.78% | Add |
 SHELL PLCSHEL |
| 0.94% | 1.62% | $2.2M | 28,955 | $2.6M | 27,809 | +1,146+4.12% | Add |
 TG THERAPEUTICS INCTGTX |
| 0.93% | 0.98% | $2.2M | 40,217 | $1.6M | 46,908 | -6,691-14.26% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.92% | 0.63% | $2.2M | 48,654 | $1.0M | 42,499 | +6,155+14.48% | Add |
 CATERPILLAR INCCAT |
| 0.91% | 0.82% | $2.2M | 2,028 | $1.3M | 1,853 | +175+9.44% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.9% | 1.51% | $2.1M | 50,240 | $2.4M | 48,046 | +2,194+4.57% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.86% | 0.92% | $2.0M | 4,282 | $1.5M | 4,356 | -74-1.70% | Reduce |
 ALTRIA GROUP INCMO |
| 0.85% | 0.91% | $2.0M | 28,195 | $1.5M | 22,097 | +6,098+27.60% | Add |
 ORACLE CORPORCL |
| 0.83% | 1.09% | $2.0M | 13,476 | $1.7M | 11,886 | +1,590+13.38% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.78% | 1.36% | $1.9M | 6,401 | $2.2M | 6,314 | +87+1.38% | Add |
 ASML HLDG NVASML |
| 0.78% | 0.55% | $1.8M | 928 | $884,956 | 670 | +258+38.51% | Add |
| TTAYLOR MORRISON HOME CORPTMHC* |
| 0.72% | 0.82% | $1.7M | 23,961 | $1.3M | 22,396 | +1,565+6.99% | Add |
 AMGEN INC COMAMGN |
| 0.72% | 0.97% | $1.7M | 4,743 | $1.5M | 4,384 | +359+8.19% | Add |
 EMCOR GROUP INCEME |
| 0.71% | 0.54% | $1.7M | 2,046 | $859,761 | 1,164 | +882+75.77% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.71% | 0.69% | $1.7M | 4,506 | $1.1M | 3,979 | +527+13.24% | Add |
 COHERENT CORPCOHR |
| 0.7% | 0.33% | $1.7M | 4,225 | $519,298 | 2,180 | +2,045+93.81% | Add |
 UGI CORP NEWUGI |
| 0.61% | 0.91% | $1.5M | 42,218 | $1.5M | 40,124 | +2,094+5.22% | Add |
