 NVIDIA CORPORATIONNVDA |
| 5.15% | 5.06% | $46.2M | 230,685 | $39.5M | 226,571 | +4,114+1.82% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.82% | 5.43% | $43.2M | 90,448 | $42.5M | 125,618 | -35,170-28.00% | Reduce |
 ELI LILLY & COLLY |
| 4.6% | 4.9% | $41.2M | 34,361 | $38.3M | 41,651 | -7,290-17.50% | Reduce |
 AMAZON COM INCAMZN |
| 4.5% | 4.31% | $40.3M | 169,248 | $33.7M | 161,594 | +7,654+4.74% | Add |
 MICROSOFT CORPMSFT |
| 3.97% | 4.73% | $35.6M | 95,314 | $37.0M | 99,918 | -4,604-4.61% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.65% | 3.58% | $32.7M | 99,954 | $27.9M | 94,991 | +4,963+5.22% | Add |
 ALPHABET INCGOOGL |
| 3.49% | 3.19% | $31.3M | 87,475 | $25.0M | 86,802 | +673+0.78% | Add |
 BROADCOM INCAVGO |
| 3.32% | 3.02% | $29.8M | 78,832 | $23.6M | 76,284 | +2,548+3.34% | Add |
 APPLE INCAAPL |
| 3.04% | 2.96% | $27.3M | 94,272 | $23.1M | 91,158 | +3,114+3.42% | Add |
 FERRARI N V COMRACE |
| 3.01% | 3.04% | $26.9M | 72,335 | $23.7M | 70,139 | +2,196+3.13% | Add |
 PROCTER & GAMBLE COPG |
| 2.94% | 3.24% | $26.3M | 179,544 | $25.3M | 175,492 | +4,052+2.31% | Add |
 WASTE MGMT INC DELWM |
| 2.83% | 3.23% | $25.3M | 113,585 | $25.2M | 109,802 | +3,783+3.45% | Add |
 CUMMINS INCCMI |
| 2.82% | 2.41% | $25.3M | 35,487 | $18.8M | 34,981 | +506+1.45% | Add |
 LOCKHEED MARTIN CORPLMT |
| 2.82% | 3.92% | $25.2M | 49,529 | $30.7M | 50,716 | -1,187-2.34% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.8% | 3.71% | $25.1M | 71,078 | $29.0M | 101,063 | -29,985-29.67% | Reduce |
 VISA INCV |
| 2.77% | 2.71% | $24.8M | 72,397 | $21.2M | 70,032 | +2,365+3.38% | Add |
 ARISTA NETWORKS INCANET |
| 2.67% | 2.13% | $23.9M | 140,685 | $16.6M | 135,253 | +5,432+4.02% | Add |
 LINDE PLCLIN |
| 2.48% | 2.68% | $22.2M | 42,863 | $20.9M | 42,214 | +649+1.54% | Add |
| FFASTENAL CO COMFAST |
| 2.4% | 2.57% | $21.5M | 447,468 | $20.1M | 432,463 | +15,005+3.47% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 2.38% | 0.1% | $21.3M | 119,693 | $780,089 | 4,632 | +115,061+2,484.05% | Add |
 MCKESSON CORP COMMCK |
| 2.38% | 3.03% | $21.3M | 28,186 | $23.7M | 27,375 | +811+2.96% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.29% | 2.51% | $20.5M | 41,041 | $19.6M | 40,864 | +177+0.43% | Add |
 LAM RESEARCH CORPLRCX |
| 2.27% | 1.18% | $20.3M | 46,861 | $9.2M | 43,167 | +3,694+8.56% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.03% | 1.13% | $18.2M | 71,734 | $8.8M | 36,203 | +35,531+98.14% | Add |
 META PLATFORMS INCMETA |
| 1.97% | 2.21% | $17.6M | 31,330 | $17.3M | 30,158 | +1,172+3.89% | Add |
 PEPSICO INCPEP |
| 1.94% | 2.46% | $17.4M | 128,327 | $19.3M | 123,995 | +4,332+3.49% | Add |
 EMCOR GROUP INCEME |
| 1.89% | — | $16.9M | 20,419 | $0 | 0 | +20,419 | New Buy |
 PHILIP MORRIS INTL INCPM |
| 1.82% | 1.86% | $16.3M | 90,285 | $14.5M | 87,683 | +2,602+2.97% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.53% | 2.39% | $13.7M | 190,438 | $18.6M | 259,209 | -68,771-26.53% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.48% | 0.56% | $13.2M | 137,613 | $4.4M | 60,668 | +76,945+126.83% | Add |
 S&P GLOBAL INCSPGI |
| 1.29% | 1.57% | $11.6M | 30,036 | $12.2M | 28,778 | +1,258+4.37% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 1.02% | — | $9.1M | 101,132 | $0 | 0 | +101,132 | New Buy |
 STRYKER CORPORATIONSYK |
| 1.02% | 1.12% | $9.1M | 29,020 | $8.8M | 26,701 | +2,319+8.69% | Add |
 ORACLE CORPORCL |
| 0.85% | 0.11% | $7.6M | 52,095 | $839,557 | 5,707 | +46,388+812.83% | Add |
 NETFLIX INCNFLX |
| 0.77% | 1.31% | $6.9M | 97,175 | $10.2M | 106,583 | -9,408-8.83% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.75% | 1.36% | $6.7M | 4,855 | $10.6M | 9,710 | -4,855-50.00% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.71% | 0.9% | $6.4M | 50,544 | $7.0M | 50,544 | 00.00% | Unchanged |
 BLACKROCK INC COMBLK |
| 0.68% | — | $6.1M | 6,356 | $0 | 0 | +6,356 | New Buy |
 SERVICENOW INCNOW |
| 0.63% | — | $5.7M | 57,016 | $0 | 0 | +57,016 | New Buy |
 EOG RES INCEOG |
| 0.51% | — | $4.6M | 35,469 | $0 | 0 | +35,469 | New Buy |
 AGNICO EAGLE MINES LTDAEM |
| 0.42% | — | $3.7M | 16,908 | $0 | 0 | +16,908 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.37% | 0.23% | $3.3M | 4,323 | $1.8M | 4,658 | -335-7.19% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.36% | 0.38% | $3.2M | 23,464 | $2.9M | 17,282 | +6,182+35.77% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.35% | 0.25% | $3.1M | 56,729 | $2.0M | 31,945 | +24,784+77.58% | Add |
 KLA CORPKLAC |
| 0.34% | 0.21% | $3.1M | 10,204 | $1.7M | 1,121 | +9,083+810.26% | Add |
 ANGLOGOLD ASHANTI PLCAU |
| 0.31% | 0.22% | $2.7M | 33,913 | $1.7M | 17,556 | +16,357+93.17% | Add |
 ABBVIE INCABBV |
| 0.3% | 0.24% | $2.7M | 10,681 | $1.9M | 8,595 | +2,086+24.27% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.29% | 0.21% | $2.6M | 6,323 | $1.7M | 6,171 | +152+2.46% | Add |
 SHOPIFY INCSHOP |
| 0.29% | — | $2.6M | 15,772 | $0 | 0 | +15,772 | New Buy |
 PAN AMERN SILVER CORPPAAS |
| 0.28% | 0.13% | $2.5M | 39,987 | $1.0M | 18,914 | +21,073+111.41% | Add |
