 NVIDIA CORPORATIONNVDA |
| 6.09% | 6.46% | $70.9M | 354,508 | $62.2M | 356,772 | -2,264-0.63% | Reduce |
 APPLE INCAAPL |
| 4.15% | 4.45% | $48.3M | 166,969 | $42.8M | 168,617 | -1,648-0.98% | Reduce |
 MICROSOFT CORPMSFT |
| 3.7% | 4.45% | $43.1M | 115,473 | $42.8M | 115,704 | -231-0.20% | Reduce |
 BROADCOM INCAVGO |
| 3.23% | 3.19% | $37.6M | 99,435 | $30.7M | 99,231 | +204+0.21% | Add |
 AMAZON COM INCAMZN |
| 3.18% | 2.92% | $37.0M | 155,345 | $28.1M | 134,864 | +20,481+15.19% | Add |
 ALPHABET INCGOOGL |
| 2.89% | 2.83% | $33.7M | 94,312 | $27.2M | 94,744 | -432-0.46% | Reduce |
 ELI LILLY & COLLY |
| 2.55% | 2.32% | $29.7M | 24,755 | $22.3M | 24,242 | +513+2.12% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.54% | 0.88% | $29.6M | 25,637 | $8.5M | 25,105 | +532+2.12% | Add |
 JPMORGAN CHASE & COJPM |
| 2.23% | 2.09% | $26.0M | 79,362 | $20.1M | 68,325 | +11,037+16.15% | Add |
 META PLATFORMS INCMETA |
| 1.77% | 2.34% | $20.6M | 36,633 | $22.5M | 39,372 | -2,739-6.96% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.75% | 1.7% | $20.4M | 57,733 | $16.4M | 57,042 | +691+1.21% | Add |
 CISCO SYS INCCSCO |
| 1.74% | 1.34% | $20.3M | 172,907 | $12.9M | 166,428 | +6,479+3.89% | Add |
 ABBVIE INCABBV |
| 1.64% | 1.67% | $19.1M | 76,014 | $16.1M | 73,881 | +2,133+2.89% | Add |
 LAM RESEARCH CORPLRCX |
| 1.55% | 0.96% | $18.1M | 41,698 | $9.2M | 43,031 | -1,333-3.10% | Reduce |
 TESLA INCTSLA |
| 1.38% | 1.37% | $16.0M | 38,095 | $13.2M | 35,439 | +2,656+7.49% | Add |
 VISA INCV |
| 1.29% | 1.27% | $15.0M | 43,768 | $12.2M | 40,449 | +3,319+8.21% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.25% | 0.48% | $14.5M | 24,989 | $4.6M | 22,549 | +2,440+10.82% | Add |
 PROCTER & GAMBLE COPG |
| 1.21% | 1.46% | $14.1M | 96,188 | $14.1M | 97,620 | -1,432-1.47% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.07% | 0.48% | $12.4M | 17,151 | $4.7M | 13,613 | +3,538+25.99% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.05% | 1.07% | $12.2M | 23,720 | $10.3M | 20,645 | +3,075+14.89% | Add |
 PEPSICO INCPEP |
| 0.93% | 1.28% | $10.8M | 79,829 | $12.3M | 79,242 | +587+0.74% | Add |
 INTEL CORPINTC |
| 0.88% | 0.21% | $10.2M | 72,964 | $2.0M | 45,956 | +27,008+58.77% | Add |
 COCA COLA COKO |
| 0.83% | 1.24% | $9.6M | 118,512 | $12.0M | 157,481 | -38,969-24.75% | Reduce |
 LINDE PLCLIN |
| 0.83% | 0.83% | $9.6M | 18,550 | $8.0M | 16,081 | +2,469+15.35% | Add |
 UNION PAC CORPUNP |
| 0.82% | 0.85% | $9.5M | 34,937 | $8.2M | 33,890 | +1,047+3.09% | Add |
 NETFLIX INCNFLX |
| 0.8% | 1.04% | $9.3M | 130,779 | $10.0M | 104,181 | +26,598+25.53% | Add |
 TJX COS INC NEWTJX |
| 0.78% | 0.93% | $9.1M | 60,201 | $9.0M | 56,287 | +3,914+6.95% | Add |
 KLA CORPKLAC |
| 0.73% | 0.41% | $8.5M | 28,159 | $4.0M | 2,690 | +25,469+946.80% | Add |
 HOME DEPOT INCHD |
| 0.72% | 0.77% | $8.4M | 23,758 | $7.4M | 22,431 | +1,327+5.92% | Add |
 WASTE MGMT INC DELWM |
| 0.69% | 0.68% | $8.0M | 35,786 | $6.5M | 28,311 | +7,475+26.40% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.66% | 0.85% | $7.7M | 30,423 | $8.2M | 33,629 | -3,206-9.53% | Reduce |
 CME GROUP INCCME |
| 0.64% | 0.97% | $7.5M | 33,967 | $9.4M | 31,710 | +2,257+7.12% | Add |
 PALO ALTOPANW |
| 0.64% | 0.3% | $7.4M | 21,815 | $2.8M | 17,758 | +4,057+22.85% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.61% | 0.64% | $7.1M | 6,987 | $6.2M | 7,290 | -303-4.16% | Reduce |
 ORACLE CORPORCL |
| 0.61% | 0.56% | $7.1M | 48,132 | $5.4M | 36,795 | +11,337+30.81% | Add |
 CHUBB LIMITEDCB |
| 0.6% | 0.69% | $6.9M | 20,374 | $6.6M | 20,389 | -15-0.07% | Reduce |
 WALMART INCWMT |
| 0.6% | 0.78% | $6.9M | 61,208 | $7.5M | 60,129 | +1,079+1.79% | Add |
 ARISTA NETWORKS INCANET |
| 0.58% | 0.42% | $6.7M | 39,624 | $4.0M | 32,945 | +6,679+20.27% | Add |
 PROGRESSIVE CORPPGR |
| 0.56% | 0.59% | $6.5M | 29,916 | $5.6M | 28,439 | +1,477+5.19% | Add |
 ABBOTT LABORATORIESABT |
| 0.56% | 0.71% | $6.5M | 71,977 | $6.9M | 66,962 | +5,015+7.49% | Add |
| FFASTENAL CO COMFAST |
| 0.55% | 0.65% | $6.4M | 133,958 | $6.2M | 133,958 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.54% | 0.66% | $6.3M | 87,739 | $6.3M | 87,917 | -178-0.20% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.53% | 0.53% | $6.2M | 22,111 | $5.1M | 21,136 | +975+4.61% | Add |
 CORNING INCGLW |
| 0.53% | 0.3% | $6.2M | 24,136 | $2.9M | 20,999 | +3,137+14.94% | Add |
 DEERE & CODE |
| 0.53% | 0.42% | $6.1M | 9,655 | $4.0M | 7,127 | +2,528+35.47% | Add |
| CCITIGROUP INCC |
| 0.51% | 0.49% | $6.0M | 42,593 | $4.7M | 41,684 | +909+2.18% | Add |
 MCDONALDS CORPMCD |
| 0.51% | 0.74% | $5.9M | 21,817 | $7.1M | 22,998 | -1,181-5.14% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.32% | $5.8M | 13,927 | $3.1M | 11,400 | +2,527+22.17% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.49% | 0.53% | $5.8M | 25,679 | $5.1M | 24,894 | +785+3.15% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.49% | 0.43% | $5.7M | 11,690 | $4.2M | 9,989 | +1,701+17.03% | Add |
