 NVIDIA CORPORATIONNVDA |
| 7.67% | 7.87% | $719.2M | 3.6M | $663.3M | 3.6M | +37,772+1.06% | Add |
 APPLE INCAAPL |
| 5.87% | 6.16% | $550.9M | 1.9M | $518.7M | 1.9M | -4,201-0.22% | Reduce |
| IISHARES TRIVV |
| 4.55% | 4.44% | $426.9M | 570,093 | $374.1M | 546,238 | +23,855+4.37% | Add |
 MICROSOFT CORPMSFT |
| 4.01% | 5.52% | $375.7M | 1.0M | $464.6M | 960,704 | +46,536+4.84% | Add |
 AMAZON COM INCAMZN |
| 3.23% | 3.44% | $303.3M | 1.3M | $289.4M | 1.3M | +18,552+1.48% | Add |
 ALPHABET INCGOOGL |
| 2.73% | 2.73% | $256.1M | 716,664 | $230.0M | 734,771 | -18,107-2.46% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.73% | 2.69% | $255.6M | 723,343 | $226.2M | 720,879 | +2,464+0.34% | Add |
 BROADCOM INCAVGO |
| 2.53% | 2.55% | $236.8M | 626,901 | $214.5M | 619,667 | +7,234+1.17% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.32% | 1.63% | $217.2M | 316,290 | $137.6M | 219,490 | +96,800+44.10% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.91% | 0.44% | $179.3M | 155,327 | $36.6M | 128,392 | +26,935+20.98% | Add |
 TESLA INCTSLA |
| 1.55% | 1.89% | $144.9M | 344,545 | $159.0M | 353,527 | -8,982-2.54% | Reduce |
 META PLATFORMS INCMETA |
| 1.52% | 2.15% | $142.2M | 252,533 | $181.2M | 274,521 | -21,988-8.01% | Reduce |
 ELI LILLY & COLLY |
| 1.45% | 1.45% | $136.2M | 113,526 | $121.9M | 113,426 | +100+0.09% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.4% | 0.68% | $131.1M | 225,757 | $57.6M | 268,821 | -43,064-16.02% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.05% | 1.17% | $98.9M | 302,068 | $98.3M | 304,960 | -2,892-0.95% | Reduce |
 VISA INCV |
| 1.04% | 0.85% | $97.9M | 285,442 | $71.3M | 203,377 | +82,065+40.35% | Add |
 APPLIED MATLS INCAMAT |
| 0.85% | 0.35% | $79.9M | 110,481 | $29.4M | 114,589 | -4,108-3.58% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.83% | 0.97% | $77.5M | 154,952 | $82.0M | 163,143 | -8,191-5.02% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.38% | $73.6M | 169,758 | $31.9M | 186,127 | -16,369-8.79% | Reduce |
 INTEL CORPINTC |
| 0.78% | 0.21% | $72.9M | 522,008 | $18.0M | 487,604 | +34,404+7.06% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.73% | 0.72% | $68.3M | 268,770 | $60.5M | 292,109 | -23,339-7.99% | Reduce |
 WALMART INCWMT |
| 0.71% | 0.77% | $66.8M | 590,216 | $65.0M | 583,741 | +6,475+1.11% | Add |
 QUANTA SVCS INCPWR |
| 0.69% | 0.39% | $65.1M | 90,442 | $33.0M | 78,173 | +12,269+15.69% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.69% | 0.61% | $64.8M | 66,278 | $51.3M | 58,362 | +7,916+13.56% | Add |
| MMASTEC INCMTZ |
| 0.69% | 0.48% | $64.5M | 154,952 | $40.2M | 184,920 | -29,968-16.21% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.68% | 0.67% | $63.5M | 464,387 | $56.5M | 469,114 | -4,727-1.01% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.67% | 0.68% | $62.4M | 66,730 | $57.1M | 66,160 | +570+0.86% | Add |
 GE VERNOVA INCGEV |
| 0.66% | 0.24% | $62.2M | 52,962 | $20.2M | 30,847 | +22,115+71.69% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.64% | — | $60.0M | 125,616 | $0 | 0 | +125,616 | New Buy |
 CISCO SYS INCCSCO |
| 0.64% | 0.45% | $59.8M | 509,253 | $38.3M | 496,953 | +12,300+2.48% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.61% | 0.79% | $57.7M | 112,285 | $66.3M | 116,128 | -3,843-3.31% | Reduce |
 CATERPILLAR INCCAT |
| 0.59% | 0.35% | $55.8M | 52,380 | $29.5M | 51,514 | +866+1.68% | Add |
 ABBVIE INCABBV |
| 0.53% | 0.53% | $49.7M | 197,569 | $44.5M | 194,757 | +2,812+1.44% | Add |
 KLA CORPKLAC |
| 0.47% | 0.25% | $44.1M | 146,325 | $20.8M | 17,079 | +129,246+756.75% | Add |
 CLEAN HARBORS INCCLH |
| 0.47% | 0.11% | $43.6M | 146,009 | $9.2M | 39,090 | +106,919+273.52% | Add |
 GE AEROSPACEGE |
| 0.46% | 0.43% | $43.5M | 116,362 | $35.9M | 116,499 | -137-0.12% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.46% | 0.51% | $43.2M | 757,887 | $43.0M | 781,789 | -23,902-3.06% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.45% | 0.39% | $42.1M | 101,403 | $33.0M | 99,905 | +1,498+1.50% | Add |
 HOME DEPOT INCHD |
| 0.42% | 0.45% | $39.3M | 111,513 | $37.7M | 109,683 | +1,830+1.67% | Add |
 VERTIV HOLDINGS COVRT |
| 0.42% | 1.08% | $39.1M | 116,662 | $91.3M | 563,851 | -447,189-79.31% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 0.41% | 0.01% | $38.4M | 98,085 | $1.1M | 4,056 | +94,029+2,318.27% | Add |
 NETFLIX INCNFLX |
| 0.4% | 0.55% | $37.7M | 527,596 | $46.6M | 496,564 | +31,032+6.25% | Add |
 MERCK & CO INCMRK |
| 0.38% | 0.35% | $35.8M | 278,454 | $29.2M | 277,568 | +886+0.32% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.36% | 0.35% | $33.9M | 33,516 | $29.9M | 34,009 | -493-1.45% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.36% | 0.15% | $33.8M | 113,454 | $12.4M | 145,830 | -32,376-22.20% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.35% | 0.29% | $32.5M | 370,290 | $24.6M | 306,257 | +64,033+20.91% | Add |
| EESCO TECHNOLOGIES INCESE |
| 0.33% | 0.14% | $31.1M | 88,794 | $12.2M | 62,407 | +26,387+42.28% | Add |
 PALO ALTOPANW |
| 0.33% | 0.19% | $31.1M | 91,088 | $16.1M | 87,648 | +3,440+3.92% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.33% | 0.06% | $31.0M | 15,623 | $5.3M | 5,665 | +9,958+175.78% | Add |
 TEXAS INSTRS INCTXN |
| 0.32% | 0.21% | $30.3M | 101,702 | $17.3M | 99,965 | +1,737+1.74% | Add |
