 NVIDIA CORPORATIONNVDA |
| 13.01% | 14.01% | $18.8M | 93,985 | $16.5M | 94,618 | -633-0.67% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 10.12% | 4.35% | $14.6M | 25,186 | $5.1M | 25,186 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 7.87% | 7.95% | $11.4M | 30,118 | $9.4M | 30,246 | -128-0.42% | Reduce |
 ALPHABET INCGOOGL |
| 6.96% | 7.02% | $10.1M | 28,170 | $8.3M | 28,751 | -581-2.02% | Reduce |
 APPLE INCAAPL |
| 4.68% | 5.05% | $6.8M | 23,388 | $5.9M | 23,428 | -40-0.17% | Reduce |
 META PLATFORMS INCMETA |
| 4.4% | 0.64% | $6.4M | 11,303 | $756,928 | 1,323 | +9,980+754.35% | Add |
 MICROSOFT CORPMSFT |
| 4.32% | 4.98% | $6.2M | 16,743 | $5.9M | 15,835 | +908+5.73% | Add |
 AMAZON COM INCAMZN |
| 4.2% | 4.51% | $6.1M | 25,492 | $5.3M | 25,492 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 3.61% | 3.58% | $5.2M | 7,085 | $4.2M | 7,299 | -214-2.93% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 3.21% | 0.82% | $4.6M | 11,674 | $967,618 | 2,099 | +9,575+456.17% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.52% | 3.3% | $3.6M | 3,899 | $3.9M | 3,899 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 2.52% | 2.67% | $3.6M | 4,867 | $3.1M | 4,809 | +58+1.21% | Add |
 SOFI TECHNOLOGIES INC COMSOFI |
| 2.48% | 2.16% | $3.6M | 200,000 | $2.5M | 160,000 | +40,000+25.00% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 2.41% | 2.3% | $3.5M | 35,000 | $2.7M | 35,000 | 00.00% | Unchanged |
 VISA INCV |
| 2.14% | 2.31% | $3.1M | 8,996 | $2.7M | 8,996 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.83% | 2.01% | $2.6M | 8,067 | $2.4M | 8,067 | 00.00% | Unchanged |
 REDDIT INC CL ARDDT |
| 1.8% | 1.14% | $2.6M | 15,000 | $1.3M | 10,000 | +5,000+50.00% | Add |
 ORACLE CORPORCL |
| 1.77% | — | $2.6M | 17,500 | $0 | 0 | +17,500 | New Buy |
 ABBVIE INCABBV |
| 1.51% | 1.6% | $2.2M | 8,687 | $1.9M | 8,687 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 1.48% | — | $2.1M | 21,500 | $0 | 0 | +21,500 | New Buy |
| RRUBRIK INC CLASS ARBRK |
| 1.39% | — | $2.0M | 25,000 | $0 | 0 | +25,000 | New Buy |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.38% | 1.42% | $2.0M | 527,500 | $1.7M | 458,500 | +69,000+15.05% | Add |
 NETFLIX INCNFLX |
| 1.31% | — | $1.9M | 26,500 | $0 | 0 | +26,500 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.31% | 1.59% | $1.9M | 3,770 | $1.9M | 3,815 | -45-1.18% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.08% | 1.27% | $1.6M | 3,119 | $1.5M | 3,119 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 1.06% | — | $1.5M | 115,000 | $0 | 0 | +115,000 | New Buy |
 CELSIUS HLDGS INCCELH |
| 1.01% | — | $1.5M | 50,000 | $0 | 0 | +50,000 | New Buy |
 SOUNDHOUND AI INC CLASS A COMSOUN |
| 0.97% | 0.79% | $1.4M | 216,570 | $935,007 | 136,100 | +80,470+59.13% | Add |
| AATAIBECKLEY INCATAI |
| 0.96% | 0.41% | $1.4M | 263,000 | $482,856 | 136,400 | +126,600+92.82% | Add |
 HOME DEPOT INCHD |
| 0.86% | 0.98% | $1.2M | 3,509 | $1.2M | 3,509 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.74% | 0.67% | $1.1M | 5,826 | $788,262 | 6,121 | -295-4.82% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.74% | 0.43% | $1.1M | 1,487 | $508,242 | 1,487 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.54% | 0.56% | $776,296 | 13,624 | $664,170 | 13,624 | 00.00% | Unchanged |
 BLACKROCK INC COMBLK |
| 0.48% | 0.59% | $699,054 | 727 | $699,163 | 727 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.45% | 0.69% | $648,287 | 3,911 | $809,186 | 3,911 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.43% | 0.77% | $616,457 | 1,958 | $907,566 | 2,762 | -804-29.11% | Reduce |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.4% | 0.36% | $583,156 | 2,312 | $419,443 | 2,312 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.36% | 0.43% | $523,358 | 1,019 | $509,154 | 1,019 | 00.00% | Unchanged |
| IISHARES ETHEREUM TRETHA |
| 0.36% | 0.59% | $523,160 | 44,000 | $696,520 | 44,000 | 00.00% | Unchanged |
| IISHARES TRIVW |
| 0.36% | 0.36% | $513,812 | 3,736 | $422,579 | 3,736 | 00.00% | Unchanged |
 DUKE ENERGY CORP NEWDUK |
| 0.2% | 0.25% | $289,995 | 2,291 | $299,984 | 2,291 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.2% | 0.39% | $283,985 | 2,210 | $455,177 | 3,784 | -1,574-41.60% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.19% | 0.25% | $280,958 | 1,475 | $298,430 | 1,574 | -99-6.29% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.18% | 0.18% | $267,398 | 2,117 | $216,230 | 2,117 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.18% | 0.21% | $255,300 | 1,741 | $251,470 | 1,741 | 00.00% | Unchanged |
