 MICROSOFT CORPMSFT |
| 2.64% | 0.92% | $137.5M | 317,202 | $7.1M | 16,883 | +300,319+1,778.82% | Add |
 ALPHABET INCGOOGL |
| 2.09% | 0.93% | $108.7M | 309,828 | $7.2M | 21,967 | +287,861+1,310.42% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.85% | 3.18% | $96.7M | 464,725 | $24.4M | 132,834 | +331,891+249.85% | Add |
 APPLIED MATLS INCAMAT |
| 1.78% | 1.16% | $92.8M | 191,103 | $8.9M | 26,936 | +164,167+609.47% | Add |
| AAlphabet Inc Class CGOOG |
| 1.71% | 0.24% | $89.0M | 252,849 | $1.8M | 5,660 | +247,189+4,367.30% | Add |
 APPLE INCAAPL |
| 1.11% | 1.04% | $57.7M | 199,547 | $8.0M | 29,560 | +169,987+575.06% | Add |
 AMAZON COM INCAMZN |
| 1.09% | 0.36% | $56.7M | 222,858 | $2.7M | 13,153 | +209,705+1,594.35% | Add |
 TJX COS INC NEWTJX |
| 0.99% | 0.06% | $51.6M | 327,309 | $489,812 | 3,135 | +324,174+10,340.48% | Add |
 LAM RESEARCH CORPLRCX |
| 0.98% | 0.25% | $51.3M | 155,438 | $2.0M | 8,532 | +146,906+1,721.82% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.96% | 0.02% | $50.0M | 128,592 | $163,723 | 593 | +127,999+21,584.99% | Add |
 CISCO SYS INCCSCO |
| 0.96% | 0.55% | $49.9M | 434,293 | $4.2M | 52,228 | +382,065+731.53% | Add |
 EXXON MOBIL CORPXOM |
| 0.87% | 0.62% | $45.4M | 309,616 | $4.8M | 31,810 | +277,806+873.33% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.87% | 0.07% | $45.3M | 62,014 | $502,350 | 1,182 | +60,832+5,146.53% | Add |
| IISHARES TRTLT |
| 0.87% | — | $45.2M | 525,000 | $0 | 0 | +525,000 | New Buy |
 CATERPILLAR INCCAT |
| 0.79% | 0.76% | $41.1M | 44,899 | $5.8M | 8,819 | +36,080+409.12% | Add |
 BROADCOM INCAVGO |
| 0.77% | 1.2% | $40.1M | 97,430 | $9.2M | 27,179 | +70,251+258.48% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.66% | 0.15% | $34.4M | 81,668 | $1.2M | 5,380 | +76,288+1,417.99% | Add |
 CUMMINS INCCMI |
| 0.62% | 0.1% | $32.4M | 49,162 | $800,437 | 1,331 | +47,831+3,593.61% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.62% | 0.02% | $32.3M | 151,013 | $139,501 | 1,694 | +149,319+8,814.58% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.62% | 0.55% | $32.2M | 136,308 | $4.2M | 17,673 | +118,635+671.28% | Add |
 BLOOM ENERGY CORPBE |
| 0.62% | 0.22% | $32.2M | 124,332 | $1.7M | 11,685 | +112,647+964.03% | Add |
 ELI LILLY & COLLY |
| 0.61% | 0.25% | $31.7M | 29,491 | $1.9M | 1,851 | +27,640+1,493.25% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.6% | 0.03% | $31.3M | 52,554 | $259,333 | 913 | +51,641+5,656.19% | Add |
 ARISTA NETWORKS INCANET |
| 0.57% | 0.2% | $29.9M | 196,280 | $1.6M | 10,930 | +185,350+1,695.79% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.56% | 0.38% | $29.4M | 19,770 | $2.9M | 2,826 | +16,944+599.58% | Add |
 VERTIV HOLDINGS COVRT |
| 0.56% | 0.22% | $29.2M | 87,017 | $1.7M | 6,864 | +80,153+1,167.73% | Add |
 ARM HOLDINGS PLCARM |
| 0.56% | — | $29.1M | 103,002 | $0 | 0 | +103,002 | New Buy |
| TTERADYNE INCTER |
| 0.53% | 0.25% | $27.5M | 68,022 | $1.9M | 7,877 | +60,145+763.55% | Add |
 TEXAS INSTRS INCTXN |
| 0.52% | 0.29% | $27.0M | 91,155 | $2.3M | 10,880 | +80,275+737.82% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.51% | 0.1% | $26.5M | 201,922 | $769,253 | 5,413 | +196,509+3,630.32% | Add |
 ABBVIE INCABBV |
| 0.5% | 0.4% | $25.9M | 119,179 | $3.1M | 13,662 | +105,517+772.34% | Add |
 AUTODESK INCADSK |
| 0.49% | 0.12% | $25.5M | 111,555 | $956,920 | 3,761 | +107,794+2,866.10% | Add |
 QUANTA SVCS INCPWR |
| 0.48% | 1.03% | $25.1M | 36,059 | $7.9M | 17,555 | +18,504+105.41% | Add |
 PROCTER & GAMBLE COPG |
| 0.46% | 1.39% | $24.1M | 163,065 | $10.7M | 68,631 | +94,434+137.60% | Add |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.3% | $24.1M | 132,904 | $2.3M | 12,437 | +120,467+968.62% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.46% | 0.2% | $23.8M | 26,032 | $1.5M | 3,803 | +22,229+584.51% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.44% | 0.03% | $22.9M | 34,932 | $268,898 | 659 | +34,273+5,200.76% | Add |
| IISHARES TRLQD |
| 0.44% | — | $22.9M | 210,000 | $0 | 0 | +210,000 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 0.43% | 0.12% | $22.6M | 133,551 | $904,602 | 3,915 | +129,636+3,311.26% | Add |
| EEVERPURE INC CL AEVPR |
| 0.43% | — | $22.6M | 266,097 | $0 | 0 | +266,097 | New Buy |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.43% | — | $22.3M | 133,365 | $0 | 0 | +133,365 | New Buy |
 MORGAN STANLEYMS |
| 0.41% | 0.08% | $21.4M | 99,008 | $611,784 | 3,355 | +95,653+2,851.06% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.41% | 0.41% | $21.4M | 239,990 | $3.1M | 35,800 | +204,190+570.36% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.41% | 0.06% | $21.4M | 78,676 | $469,213 | 2,084 | +76,592+3,675.24% | Add |
 INCYTE CORPINCY |
| 0.4% | — | $20.9M | 213,883 | $0 | 0 | +213,883 | New Buy |
 GENERAL MTRS COGM |
| 0.4% | 0.01% | $20.8M | 271,669 | $95,041 | 1,178 | +270,491+22,961.88% | Add |
 NEWMONT CORPNEM |
| 0.4% | 0.4% | $20.7M | 201,779 | $3.1M | 26,785 | +174,994+653.33% | Add |
 EATON CORP PLCETN |
| 0.39% | 0.08% | $20.6M | 50,561 | $597,656 | 1,637 | +48,924+2,988.64% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.39% | 0.04% | $20.3M | 22,480 | $314,217 | 321 | +22,159+6,903.12% | Add |
| CCITIGROUP INCC |
| 0.39% | 1.09% | $20.1M | 153,502 | $8.4M | 74,407 | +79,095+106.30% | Add |
