 NVIDIA CORPORATIONNVDA |
| 32.46% | — | $37.3M | 186,370 | $0 | 0 | +186,370 | New Buy |
 APPLE INCAAPL |
| 18.16% | 25.64% | $20.9M | 72,117 | $18.4M | 72,667 | -550-0.76% | Reduce |
 ABBVIE INCABBV |
| 8.68% | 11.99% | $10.0M | 39,645 | $8.6M | 39,645 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 4.66% | 6.6% | $5.4M | 22,455 | $4.8M | 22,805 | -350-1.53% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.63% | 6% | $5.3M | 14,885 | $4.3M | 14,995 | -110-0.73% | Reduce |
 VISA INCV |
| 3.39% | 4.66% | $3.9M | 11,350 | $3.4M | 11,085 | +265+2.39% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.86% | 3.07% | $3.3M | 6,887 | $2.2M | 6,532 | +355+5.43% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.76% | 4.95% | $3.2M | 3,390 | $3.6M | 3,575 | -185-5.17% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.51% | 3.46% | $2.9M | 8,800 | $2.5M | 8,450 | +350+4.14% | Add |
 NETFLIX INCNFLX |
| 2.29% | 5.14% | $2.6M | 36,785 | $3.7M | 38,460 | -1,675-4.36% | Reduce |
 MICROSOFT CORPMSFT |
| 2.15% | 3.57% | $2.5M | 6,610 | $2.6M | 6,935 | -325-4.69% | Reduce |
 META PLATFORMS INCMETA |
| 2.04% | 3.37% | $2.3M | 4,152 | $2.4M | 4,237 | -85-2.01% | Reduce |
| IISHARES TRTLT |
| 1.97% | 2.99% | $2.3M | 26,200 | $2.2M | 24,825 | +1,375+5.54% | Add |
| IISHARES TREEM |
| 1.74% | 3.61% | $2.0M | 29,350 | $2.6M | 23,800 | +5,550+23.32% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.6% | 3.22% | $1.8M | 15,725 | $2.3M | 15,825 | -100-0.63% | Reduce |
 ORACLE CORPORCL |
| 1.34% | 2.33% | $1.5M | 10,518 | $1.7M | 11,393 | -875-7.68% | Reduce |
 TESLA INCTSLA |
| 1.2% | 1.69% | $1.4M | 3,280 | $1.2M | 3,260 | +20+0.61% | Add |
| IISHARES U.S. ENERGY ETFIYE |
| 0.93% | 3.05% | $1.1M | 18,832 | $2.2M | 18,522 | +310+1.67% | Add |
| TTEMPUS AI INCTEM |
| 0.87% | <0.01% | $999,582 | 17,255 | $846 | 18,705 | -1,450-7.75% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.75% | 1.77% | $862,136 | 20,200 | $1.3M | 20,325 | -125-0.62% | Reduce |
 MORGAN STANLEYMS |
| 0.61% | 0.77% | $705,510 | 3,375 | $551,000 | 3,350 | +25+0.75% | Add |
 CATHAY GEN BANCORPCATY |
| 0.44% | — | $508,318 | 8,200 | $0 | 0 | +8,200 | New Buy |
| RRAMBUS INC DELRMBS |
| 0.4% | 0.6% | $464,590 | 3,500 | $430,000 | 5,000 | -1,500-30.00% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.4% | 0.59% | $463,418 | 8,133 | $421,000 | 8,633 | -500-5.79% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.34% | — | $392,242 | 1,060 | $0 | 0 | +1,060 | New Buy |
 LOCKHEED MARTIN CORPLMT |
| 0.3% | 0.58% | $343,886 | 675 | $414,000 | 685 | -10-1.46% | Reduce |
| IISHARES TRICSH |
| 0.26% | — | $303,480 | 6,000 | $0 | 0 | +6,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.25% | — | $289,200 | 400 | $0 | 0 | +400 | New Buy |
