 NVIDIA CORPORATIONNVDA |
| 8.51% | 8.67% | $9.0M | 44,811 | $8.4M | 45,101 | -290-0.64% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.55% | 1.69% | $3.7M | 6,431 | $1.6M | 7,439 | -1,008-13.55% | Reduce |
 APPLE INCAAPL |
| 3.38% | 3.51% | $3.6M | 12,315 | $3.4M | 12,523 | -208-1.66% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.26% | 1.99% | $3.4M | 7,912 | $1.9M | 11,249 | -3,337-29.66% | Reduce |
 ALPHABET INCGOOGL |
| 3.23% | 3.41% | $3.4M | 9,515 | $3.3M | 10,580 | -1,065-10.07% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.06% | 1.34% | $3.2M | 4,224 | $1.3M | 2,766 | +1,458+52.71% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.96% | 1.11% | $3.1M | 3,229 | $1.1M | 3,925 | -696-17.73% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.82% | 2.38% | $3.0M | 7,135 | $2.3M | 7,005 | +130+1.86% | Add |
 AMAZON COM INCAMZN |
| 2.74% | 2.5% | $2.9M | 12,106 | $2.4M | 10,493 | +1,613+15.37% | Add |
 CATERPILLAR INCCAT |
| 2.67% | 1.73% | $2.8M | 2,638 | $1.7M | 2,932 | -294-10.03% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.23% | 1.6% | $2.3M | 4,917 | $1.6M | 5,114 | -197-3.85% | Reduce |
 MICROSOFT CORPMSFT |
| 2.1% | 2.53% | $2.2M | 5,921 | $2.5M | 5,077 | +844+16.62% | Add |
 FEDEX CORPFDX |
| 1.96% | 2.47% | $2.1M | 6,604 | $2.4M | 8,284 | -1,680-20.28% | Reduce |
| CCARMAX INCKMX |
| 1.9% | 1.4% | $2.0M | 37,866 | $1.4M | 35,213 | +2,653+7.53% | Add |
| RRIO TINTO PLCBBP |
| 1.89% | 1.83% | $2.0M | 20,948 | $1.8M | 22,189 | -1,241-5.59% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.86% | 2.2% | $2.0M | 21,274 | $2.1M | 21,387 | -113-0.53% | Reduce |
 WALMART INCWMT |
| 1.74% | 1.4% | $1.8M | 16,213 | $1.4M | 12,180 | +4,033+33.11% | Add |
 VISA INCV |
| 1.68% | 1.84% | $1.8M | 5,163 | $1.8M | 5,089 | +74+1.45% | Add |
 MODERNA INCMRNA |
| 1.67% | 1.08% | $1.8M | 25,040 | $1.0M | 35,467 | -10,427-29.40% | Reduce |
 ASML HLDG NVASML |
| 1.63% | 1.07% | $1.7M | 862 | $1.0M | 975 | -113-11.59% | Reduce |
 BROADCOM INCAVGO |
| 1.58% | 1.41% | $1.7M | 4,404 | $1.4M | 3,927 | +477+12.15% | Add |
 ADOBE INC COMADBE |
| 1.56% | 1.71% | $1.6M | 8,016 | $1.7M | 4,751 | +3,265+68.72% | Add |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.49% | 1.26% | $1.6M | 90,389 | $1.2M | 61,842 | +28,547+46.16% | Add |
 META PLATFORMS INCMETA |
| 1.49% | 1.71% | $1.6M | 2,779 | $1.7M | 2,507 | +272+10.85% | Add |
 SALESFORCE INCCRM |
| 1.4% | 1.54% | $1.5M | 9,431 | $1.5M | 5,631 | +3,800+67.48% | Add |
 ROYALTY PHARMA PLCRPRX |
| 1.38% | 1.18% | $1.5M | 25,886 | $1.1M | 29,557 | -3,671-12.42% | Reduce |
 DRAFTKINGS INC NEWDKNG |
| 1.35% | 0.85% | $1.4M | 56,095 | $826,764 | 23,992 | +32,103+133.81% | Add |
 MERCK & CO INCMRK |
| 1.34% | 1.22% | $1.4M | 10,972 | $1.2M | 11,292 | -320-2.83% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.32% | 1.59% | $1.4M | 4,255 | $1.5M | 4,779 | -524-10.96% | Reduce |
 CVS HEALTH CORPCVS |
| 1.32% | 1.17% | $1.4M | 13,423 | $1.1M | 14,323 | -900-6.28% | Reduce |
| FFISERV INCFISV |
| 1.29% | 1.78% | $1.4M | 27,589 | $1.7M | 25,698 | +1,891+7.36% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.25% | 1.33% | $1.3M | 2,620 | $1.3M | 2,576 | +44+1.71% | Add |
 SERVICENOW INCNOW |
| 1.19% | 0.94% | $1.3M | 12,648 | $907,498 | 5,924 | +6,724+113.50% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 1.16% | 1.47% | $1.2M | 15,726 | $1.4M | 8,800 | +6,926+78.70% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.15% | 1.32% | $1.2M | 1,624 | $1.3M | 1,752 | -128-7.31% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.12% | 1.26% | $1.2M | 6,226 | $1.2M | 13,255 | -7,029-53.03% | Reduce |
 GLOBAL PMTS INC COMGPN |
| 1.1% | 1.08% | $1.2M | 16,003 | $1.1M | 13,577 | +2,426+17.87% | Add |
| VVICTORIAS SECRETVSXY |
| 1.08% | 1.37% | $1.1M | 13,616 | $1.3M | 24,492 | -10,876-44.41% | Reduce |
 BIOGEN INCBIIB |
| 1.07% | 0.94% | $1.1M | 5,234 | $908,636 | 5,163 | +71+1.38% | Add |
 PEPSICO INCPEP |
| 1.06% | 1.48% | $1.1M | 8,235 | $1.4M | 10,010 | -1,775-17.73% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 1.06% | 1.39% | $1.1M | 45,263 | $1.3M | 45,035 | +228+0.51% | Add |
 INTUITINTU |
| 0.99% | 1.47% | $1.0M | 3,995 | $1.4M | 2,154 | +1,841+85.47% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.96% | 1.2% | $1.0M | 11,538 | $1.2M | 14,551 | -3,013-20.71% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.96% | 1.4% | $1.0M | 8,817 | $1.4M | 6,560 | +2,257+34.41% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.95% | 0.86% | $1.0M | 10,428 | $838,144 | 5,718 | +4,710+82.37% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.95% | 1.02% | $1.0M | 1,070 | $990,328 | 1,148 | -78-6.79% | Reduce |
 PFIZER INCPFE |
| 0.8% | 0.93% | $844,895 | 35,087 | $900,160 | 36,151 | -1,064-2.94% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.77% | 0.82% | $809,138 | 4,763 | $791,583 | 5,663 | -900-15.89% | Reduce |
 CORNING INCGLW |
| 0.75% | 0.28% | $794,387 | 3,110 | $272,312 | 3,110 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 0.74% | 0.84% | $775,742 | 9,387 | $819,974 | 8,798 | +589+6.69% | Add |
