 NVIDIA CORPORATIONNVDA |
| 6.65% | 6.54% | $15.3M | 76,632 | $13.1M | 75,022 | +1,610+2.15% | Add |
 AMAZON COM INCAMZN |
| 5.96% | 5.86% | $13.8M | 57,717 | $11.7M | 56,330 | +1,387+2.46% | Add |
 ALPHABET INCGOOGL |
| 4.47% | 4.11% | $10.3M | 28,877 | $8.2M | 28,635 | +242+0.85% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 3.71% | 5.81% | $8.6M | 73,396 | $11.6M | 79,570 | -6,174-7.76% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.46% | 3.5% | $8.0M | 24,405 | $7.0M | 23,837 | +568+2.38% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.37% | 1.94% | $7.8M | 10,198 | $3.9M | 9,957 | +241+2.42% | Add |
 CORNING INCGLW |
| 3.04% | 2.37% | $7.0M | 27,469 | $4.7M | 34,872 | -7,403-21.23% | Reduce |
 ORACLE CORPORCL |
| 2.88% | 3.06% | $6.6M | 45,262 | $6.1M | 41,622 | +3,640+8.75% | Add |
 APPLE INCAAPL |
| 2.71% | 2.67% | $6.2M | 21,592 | $5.3M | 21,028 | +564+2.68% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.68% | 3.22% | $6.2M | 6,618 | $6.4M | 6,462 | +156+2.41% | Add |
 MICROSOFT CORPMSFT |
| 2.42% | 2.68% | $5.6M | 14,970 | $5.4M | 14,470 | +500+3.46% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.37% | 1.03% | $5.5M | 9,409 | $2.1M | 10,152 | -743-7.32% | Reduce |
| AAPPLIED DIGITAL CORPAPLD |
| 2.37% | 1.71% | $5.5M | 146,354 | $3.4M | 143,922 | +2,432+1.69% | Add |
| PPINNACLE FINL PARTNERS INCPNFP |
| 2.31% | — | $5.3M | 52,884 | $0 | 0 | +52,884 | New Buy |
| IISHARES SILVER TRSLV |
| 2.31% | 3.25% | $5.3M | 99,609 | $6.5M | 95,407 | +4,202+4.40% | Add |
| CCITIGROUP INCC |
| 2.1% | 1.98% | $4.9M | 34,658 | $4.0M | 34,910 | -252-0.72% | Reduce |
 SOUTHERN COPPER CORPSCCO |
| 1.85% | 2.06% | $4.3M | 24,536 | $4.1M | 23,919 | +617+2.58% | Add |
 NUCOR CORPNUE |
| 1.75% | 1.55% | $4.0M | 18,080 | $3.1M | 18,348 | -268-1.46% | Reduce |
 BOEING COBA |
| 1.56% | 1.57% | $3.6M | 16,621 | $3.1M | 15,821 | +800+5.06% | Add |
| BBANK OF AMER CORPBAC |
| 1.5% | 1.39% | $3.5M | 60,903 | $2.8M | 57,200 | +3,703+6.47% | Add |
 VISA INCV |
| 1.49% | 1.49% | $3.4M | 10,041 | $3.0M | 9,849 | +192+1.95% | Add |
 META PLATFORMS INCMETA |
| 1.49% | 1.71% | $3.4M | 6,096 | $3.4M | 5,969 | +127+2.13% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 1.45% | 1.25% | $3.3M | 33,622 | $2.5M | 32,306 | +1,316+4.07% | Add |
 GENERAC HLDGS INCGNRC |
| 1.44% | 1.08% | $3.3M | 11,323 | $2.2M | 11,080 | +243+2.19% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.33% | 1.01% | $3.1M | 4,963 | $2.0M | 5,114 | -151-2.95% | Reduce |
 ABBVIE INCABBV |
| 1.25% | 1.22% | $2.9M | 11,463 | $2.5M | 11,276 | +187+1.66% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.17% | 1.36% | $2.7M | 29,272 | $2.7M | 29,516 | -244-0.83% | Reduce |
 AFLAC INC COMAFL |
| 1.12% | 1.11% | $2.6M | 22,053 | $2.2M | 20,252 | +1,801+8.89% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.07% | 0.16% | $2.5M | 9,713 | $321,548 | 2,132 | +7,581+355.58% | Add |
| BBRINKER INTL INCEAT |
| 1.06% | 0.99% | $2.4M | 14,515 | $2.0M | 13,934 | +581+4.17% | Add |
 TESLA INCTSLA |
| 1.05% | 0.9% | $2.4M | 5,780 | $1.8M | 4,847 | +933+19.25% | Add |
 3M CO COMMMM |
| 1.05% | 1.09% | $2.4M | 14,964 | $2.2M | 15,032 | -68-0.45% | Reduce |
 TJX COS INC NEWTJX |
| 1.02% | 1.23% | $2.3M | 15,454 | $2.5M | 15,438 | +16+0.10% | Add |
 WALMART INCWMT |
| 0.98% | 1.26% | $2.3M | 19,930 | $2.5M | 20,303 | -373-1.84% | Reduce |
 AUTOZONE INCAZO |
| 0.86% | 1.08% | $2.0M | 619 | $2.2M | 643 | -24-3.73% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 0.78% | 0.87% | $1.8M | 8,736 | $1.7M | 8,858 | -122-1.38% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 0.76% | 0.82% | $1.8M | 13,860 | $1.7M | 12,610 | +1,250+9.91% | Add |
 NETAPP INCNTAP |
| 0.75% | — | $1.7M | 11,162 | $0 | 0 | +11,162 | New Buy |
 MONGODB INC CL AMDB |
| 0.73% | — | $1.7M | 5,037 | $0 | 0 | +5,037 | New Buy |
 QUEST DIAGNOSTICS INCDGX |
| 0.73% | 0.75% | $1.7M | 7,891 | $1.5M | 7,698 | +193+2.51% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.72% | 0.5% | $1.7M | 16,638 | $991,452 | 14,307 | +2,331+16.29% | Add |
 STEEL DYNAMICS INCSTLD |
| 0.71% | 0.64% | $1.6M | 7,127 | $1.3M | 7,099 | +28+0.39% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.71% | 0.86% | $1.6M | 12,941 | $1.7M | 12,369 | +572+4.62% | Add |
 AMPHENOL CORPAPH |
| 0.71% | — | $1.6M | 9,260 | $0 | 0 | +9,260 | New Buy |
 SOUTHERN COSO |
| 0.7% | 0.76% | $1.6M | 16,919 | $1.5M | 15,671 | +1,248+7.96% | Add |
 AGREE RLTY CORPADC |
| 0.7% | 0.83% | $1.6M | 21,337 | $1.7M | 21,983 | -646-2.94% | Reduce |
 DOMINION ENERGY INCD |
| 0.69% | 0.68% | $1.6M | 23,357 | $1.4M | 21,953 | +1,404+6.40% | Add |
 ATMOS ENERGY CORPATO |
| 0.67% | 0.77% | $1.5M | 8,979 | $1.5M | 8,367 | +612+7.31% | Add |
 IDACORP INCIDA |
| 0.65% | 0.69% | $1.5M | 9,975 | $1.4M | 9,629 | +346+3.59% | Add |
 GE AEROSPACEGE |
| 0.65% | 0.37% | $1.5M | 4,034 | $732,195 | 2,580 | +1,454+56.36% | Add |
