 APPLE INCAAPL |
| 18.86% | 21.12% | $34.9M | 120,673 | $30.4M | 120,008 | +665+0.55% | Add |
 NVIDIA CORPORATIONNVDA |
| 18.85% | 21.08% | $34.9M | 174,404 | $30.4M | 174,132 | +272+0.16% | Add |
 BROADCOM INCAVGO |
| 15.74% | 16.44% | $29.1M | 77,110 | $23.7M | 76,508 | +602+0.79% | Add |
 ALPHABET INCGOOGL |
| 6.65% | 6.76% | $12.3M | 34,447 | $9.7M | 33,852 | +595+1.76% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 5.75% | 2.98% | $10.6M | 18,320 | $4.3M | 21,070 | -2,750-13.05% | Reduce |
| AASTERA LABS INCALAB |
| 4% | 1.64% | $7.4M | 15,335 | $2.4M | 21,600 | -6,265-29.00% | Reduce |
 AMAZON COM INCAMZN |
| 3.52% | 3.93% | $6.5M | 27,373 | $5.7M | 27,213 | +160+0.59% | Add |
| AAPPLOVIN CORPAPP |
| 3.44% | 3.11% | $6.4M | 12,344 | $4.5M | 11,272 | +1,072+9.51% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 2.63% | 3.12% | $4.9M | 86,245 | $4.5M | 79,345 | +6,900+8.70% | Add |
 GE VERNOVA INCGEV |
| 2.3% | 0.21% | $4.3M | 3,620 | $305,515 | 350 | +3,270+934.29% | Add |
 MICROSOFT CORPMSFT |
| 2.16% | 2.66% | $4.0M | 10,709 | $3.8M | 10,341 | +368+3.56% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.02% | 2.35% | $3.7M | 5,011 | $3.4M | 5,209 | -198-3.80% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.99% | 1.12% | $3.7M | 4,830 | $1.6M | 4,125 | +705+17.09% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.74% | 0.15% | $3.2M | 2,798 | $215,204 | 637 | +2,161+339.25% | Add |
| RRHRH |
| 1.57% | 1.59% | $2.9M | 17,595 | $2.3M | 16,400 | +1,195+7.29% | Add |
 META PLATFORMS INCMETA |
| 1.41% | 1.7% | $2.6M | 4,650 | $2.5M | 4,290 | +360+8.39% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 0.98% | 1.02% | $1.8M | 61,625 | $1.5M | 64,775 | -3,150-4.86% | Reduce |
 NETFLIX INCNFLX |
| 0.8% | 1.04% | $1.5M | 20,820 | $1.5M | 15,610 | +5,210+33.38% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.59% | 0.53% | $1.1M | 5,719 | $759,749 | 5,717 | +2+0.03% | Add |
 BLOOM ENERGY CORPBE |
| 0.57% | — | $1.0M | 3,467 | $0 | 0 | +3,467 | New Buy |
 TESLA INCTSLA |
| 0.52% | 0.6% | $971,586 | 2,310 | $858,743 | 2,310 | 00.00% | Unchanged |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.47% | — | $874,319 | 3,215 | $0 | 0 | +3,215 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.42% | 0.3% | $770,320 | 1,613 | $430,210 | 1,273 | +340+26.71% | Add |
 CELESTICA INCCLS |
| 0.39% | 0.26% | $723,756 | 1,985 | $379,652 | 1,350 | +635+47.04% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.33% | 0.42% | $605,736 | 7,032 | $601,690 | 1,377 | +5,655+410.68% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.3% | — | $562,359 | 9,150 | $0 | 0 | +9,150 | New Buy |
 ELI LILLY & COLLY |
| 0.29% | — | $530,148 | 442 | $0 | 0 | +442 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 0.28% | 2.82% | $517,704 | 305 | $4.1M | 2,347 | -2,042-87.00% | Reduce |
| NNOVA LTDNVMI |
| 0.27% | 0.32% | $491,361 | 905 | $466,851 | 1,075 | -170-15.81% | Reduce |
 REDDIT INC CL ARDDT |
| 0.24% | 0.51% | $447,836 | 2,580 | $737,882 | 5,480 | -2,900-52.92% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.2% | 0.19% | $367,264 | 1,122 | $275,628 | 937 | +185+19.74% | Add |
 PFIZER INCPFE |
| 0.18% | 0.95% | $327,031 | 13,581 | $1.4M | 48,481 | -34,900-71.99% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.16% | — | $299,005 | 1,750 | $0 | 0 | +1,750 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 0.15% | — | $285,206 | 282 | $0 | 0 | +282 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.13% | — | $239,911 | 679 | $0 | 0 | +679 | New Buy |
| IISHARES TRSGOV |
| 0.11% | 0.17% | $201,340 | 2,000 | $241,584 | 2,400 | -400-16.67% | Reduce |
