 NVIDIA CORPORATIONNVDA |
| 8.94% | 8.94% | $53.4M | 266,970 | $36.1M | 207,211 | +59,759+28.84% | Add |
 APPLE INCAAPL |
| 6.62% | 6.65% | $39.5M | 136,631 | $26.9M | 106,048 | +30,583+28.84% | Add |
| AAlphabet Inc Class CGOOG |
| 6.56% | 6.16% | $39.2M | 110,964 | $24.9M | 86,814 | +24,150+27.82% | Add |
 MICROSOFT CORPMSFT |
| 5.48% | 6.24% | $32.8M | 87,835 | $25.2M | 68,175 | +19,660+28.84% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.84% | 1.77% | $28.9M | 25,038 | $7.2M | 21,195 | +3,843+18.13% | Add |
 AMAZON COM INCAMZN |
| 4.41% | 4.68% | $26.4M | 110,623 | $18.9M | 90,918 | +19,705+21.67% | Add |
 BROADCOM INCAVGO |
| 3.97% | 3.73% | $23.7M | 62,793 | $15.1M | 48,739 | +14,054+28.84% | Add |
 ELI LILLY & COLLY |
| 3.06% | 2.52% | $18.3M | 15,267 | $10.2M | 11,072 | +4,195+37.89% | Add |
 JPMORGAN CHASE & COJPM |
| 2.9% | 3.3% | $17.3M | 52,968 | $13.3M | 45,314 | +7,654+16.89% | Add |
 META PLATFORMS INCMETA |
| 2.52% | 2.95% | $15.0M | 26,695 | $11.9M | 20,886 | +5,809+27.81% | Add |
 PALO ALTOPANW |
| 2.5% | 1.35% | $14.9M | 43,795 | $5.4M | 33,994 | +9,801+28.83% | Add |
 GE AEROSPACEGE |
| 2.43% | 2.15% | $14.5M | 38,887 | $8.7M | 30,710 | +8,177+26.63% | Add |
 CATERPILLAR INCCAT |
| 2.38% | 1.85% | $14.2M | 13,351 | $7.5M | 10,545 | +2,806+26.61% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 2.13% | 2.29% | $12.7M | 12,564 | $9.3M | 10,968 | +1,596+14.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.03% | 0.81% | $12.1M | 20,868 | $3.3M | 16,198 | +4,670+28.83% | Add |
 CONOCOPHILLIPSCOP |
| 1.91% | 2.84% | $11.4M | 109,832 | $11.5M | 86,896 | +22,936+26.39% | Add |
 VISA INCV |
| 1.71% | 1.82% | $10.2M | 29,797 | $7.4M | 24,353 | +5,444+22.35% | Add |
 APPLIED MATLS INCAMAT |
| 1.71% | 0.93% | $10.2M | 14,124 | $3.7M | 10,965 | +3,159+28.81% | Add |
 AMERICAN EXPRESS COAXP |
| 1.62% | 1.75% | $9.7M | 28,592 | $7.1M | 23,369 | +5,223+22.35% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.51% | 1.75% | $9.0M | 49,789 | $7.1M | 42,837 | +6,952+16.23% | Add |
 WELLTOWER INC COMWELL |
| 1.47% | 1.65% | $8.8M | 38,649 | $6.7M | 33,755 | +4,894+14.50% | Add |
 COCA COLA COKO |
| 1.39% | 1.65% | $8.3M | 102,292 | $6.7M | 88,008 | +14,284+16.23% | Add |
 WALMART INCWMT |
| 1.38% | 1.93% | $8.3M | 73,010 | $7.8M | 62,815 | +10,195+16.23% | Add |
 ROYAL CARIBBEANRCL |
| 1.38% | 1.46% | $8.3M | 26,035 | $5.9M | 21,399 | +4,636+21.66% | Add |
 CORTEVA INC COMCTVA |
| 1.13% | 1.16% | $6.8M | 80,076 | $4.7M | 56,225 | +23,851+42.42% | Add |
 CHUBB LIMITEDCB |
| 1.12% | 1.3% | $6.7M | 19,725 | $5.3M | 16,122 | +3,603+22.35% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.12% | 1.49% | $6.7M | 76,542 | $6.0M | 64,898 | +11,644+17.94% | Add |
 WASTE MGMT INC DELWM |
| 1.1% | 1.32% | $6.5M | 29,369 | $5.3M | 23,194 | +6,175+26.62% | Add |
 RTX CORPORATIONRTX |
| 1.03% | 1.22% | $6.2M | 32,423 | $4.9M | 25,606 | +6,817+26.62% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.02% | 1.19% | $6.1M | 84,728 | $4.8M | 66,910 | +17,818+26.63% | Add |
 WILLIAMS COS INCWMB |
| 1.02% | 1.17% | $6.1M | 82,211 | $4.7M | 65,043 | +17,168+26.39% | Add |
 TESLA INCTSLA |
| 0.99% | 1.06% | $5.9M | 14,017 | $4.3M | 11,522 | +2,495+21.65% | Add |
 TJX COS INC NEWTJX |
| 0.98% | 0.86% | $5.9M | 38,686 | $3.5M | 21,666 | +17,020+78.56% | Add |
 HOME DEPOT INCHD |
| 0.91% | 1.03% | $5.4M | 15,426 | $4.2M | 12,679 | +2,747+21.67% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.9% | 1.07% | $5.3M | 39,093 | $4.3M | 33,148 | +5,945+17.93% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.89% | 1.05% | $5.3M | 41,998 | $4.2M | 30,454 | +11,544+37.91% | Add |
 PROGRESSIVE CORPPGR |
| 0.87% | 0.95% | $5.2M | 23,777 | $3.9M | 19,434 | +4,343+22.35% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.82% | 1% | $4.9M | 53,294 | $4.0M | 43,801 | +9,493+21.67% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.82% | 0.79% | $4.9M | 14,201 | $3.2M | 9,973 | +4,228+42.39% | Add |
 SERVICENOW INCNOW |
| 0.81% | 0.98% | $4.9M | 48,993 | $4.0M | 38,027 | +10,966+28.84% | Add |
 S&P GLOBAL INCSPGI |
| 0.81% | 1.02% | $4.8M | 11,901 | $4.1M | 9,728 | +2,173+22.34% | Add |
 AMGEN INC COMAMGN |
| 0.81% | 0.84% | $4.8M | 13,347 | $3.4M | 9,679 | +3,668+37.90% | Add |
 GE VERNOVA INCGEV |
| 0.79% | 0.69% | $4.7M | 4,036 | $2.8M | 3,189 | +847+26.56% | Add |
 STRYKER CORPORATIONSYK |
| 0.73% | 0.82% | $4.4M | 13,895 | $3.3M | 10,077 | +3,818+37.89% | Add |
 DEERE & CODE |
| 0.71% | 0.74% | $4.3M | 6,714 | $3.0M | 5,304 | +1,410+26.58% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.69% | 0.78% | $4.1M | 33,356 | $3.2M | 20,103 | +13,253+65.93% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.58% | 0.4% | $3.5M | 8,301 | $1.6M | 6,021 | +2,280+37.87% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.55% | — | $3.3M | 3,815 | $0 | 0 | +3,815 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.53% | 0.56% | $3.2M | 6,359 | $2.3M | 4,612 | +1,747+37.88% | Add |
 DISNEY WALT CODIS |
| 0.5% | 0.58% | $3.0M | 31,025 | $2.3M | 24,273 | +6,752+27.82% | Add |
