 NVIDIA CORPORATIONNVDA |
| 5.99% | 6.67% | $158.0M | 789,460 | $139.1M | 797,593 | -8,133-1.02% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5% | 4.49% | $131.9M | 276,275 | $93.7M | 277,115 | -840-0.30% | Reduce |
 ALPHABET INCGOOGL |
| 4.6% | 4.69% | $121.3M | 339,543 | $97.7M | 339,909 | -366-0.11% | Reduce |
 APPLE INCAAPL |
| 4.58% | 5.03% | $120.9M | 417,786 | $104.8M | 413,090 | +4,696+1.14% | Add |
 MICROSOFT CORPMSFT |
| 3.53% | 4.14% | $93.1M | 249,672 | $86.3M | 233,204 | +16,468+7.06% | Add |
 AMAZON COM INCAMZN |
| 3.27% | 3.59% | $86.3M | 361,898 | $74.9M | 359,693 | +2,205+0.61% | Add |
 BROADCOM INCAVGO |
| 3.26% | 3.38% | $86.0M | 227,658 | $70.6M | 228,038 | -380-0.17% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.2% | 1.12% | $84.5M | 73,175 | $23.4M | 69,147 | +4,028+5.83% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.36% | 1.05% | $62.2M | 107,159 | $21.9M | 107,601 | -442-0.41% | Reduce |
 LAM RESEARCH CORPLRCX |
| 2.02% | 1.19% | $53.3M | 123,064 | $24.8M | 116,234 | +6,830+5.88% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.91% | 0.94% | $50.4M | 116,906 | $19.6M | 119,448 | -2,542-2.13% | Reduce |
 META PLATFORMS INCMETA |
| 1.78% | 2.23% | $46.8M | 83,169 | $46.5M | 81,226 | +1,943+2.39% | Add |
 ELI LILLY & COLLY |
| 1.63% | 1.88% | $43.1M | 35,936 | $39.2M | 42,586 | -6,650-15.62% | Reduce |
 INTEL CORPINTC |
| 1.54% | 0.62% | $40.5M | 290,276 | $12.9M | 293,272 | -2,996-1.02% | Reduce |
 TESLA INCTSLA |
| 1.22% | 1.34% | $32.2M | 76,648 | $28.1M | 75,459 | +1,189+1.58% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.14% | 1.81% | $30.1M | 258,378 | $37.7M | 257,872 | +506+0.20% | Add |
 ARISTA NETWORKS INCANET |
| 1.12% | 0.99% | $29.5M | 173,835 | $20.5M | 167,352 | +6,483+3.87% | Add |
 JPMORGAN CHASE & COJPM |
| 1.12% | 1.3% | $29.4M | 89,911 | $27.1M | 92,145 | -2,234-2.42% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.09% | 0.66% | $28.8M | 39,786 | $13.8M | 40,249 | -463-1.15% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.05% | 0.38% | $27.7M | 93,091 | $7.9M | 80,109 | +12,982+16.21% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.03% | 1.48% | $27.1M | 54,186 | $30.9M | 64,529 | -10,343-16.03% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.98% | 0.43% | $25.8M | 94,746 | $8.9M | 94,746 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.96% | 0.91% | $25.4M | 67,914 | $19.0M | 66,914 | +1,000+1.49% | Add |
 VISA INCV |
| 0.94% | 1.02% | $24.8M | 72,168 | $21.2M | 70,307 | +1,861+2.65% | Add |
 KLA CORPKLAC |
| 0.92% | 0.57% | $24.4M | 80,810 | $11.9M | 8,081 | +72,729+900.00% | Add |
 CATERPILLAR INCCAT |
| 0.88% | 0.72% | $23.1M | 21,737 | $15.0M | 21,241 | +496+2.34% | Add |
 PALO ALTOPANW |
| 0.84% | 0.47% | $22.1M | 64,715 | $9.7M | 60,510 | +4,205+6.95% | Add |
| QQUALCOMM INCQCOM |
| 0.8% | 0.64% | $21.0M | 113,830 | $13.4M | 104,236 | +9,594+9.20% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.78% | 0.49% | $20.5M | 26,914 | $10.3M | 26,355 | +559+2.12% | Add |
 ORACLE CORPORCL |
| 0.74% | 0.93% | $19.6M | 133,574 | $19.3M | 131,206 | +2,368+1.80% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.71% | 0.56% | $18.8M | 45,258 | $11.6M | 42,857 | +2,401+5.60% | Add |
 ABBVIE INCABBV |
| 0.7% | 0.85% | $18.4M | 73,057 | $17.6M | 81,121 | -8,064-9.94% | Reduce |
 AMPHENOL CORPAPH |
| 0.7% | 0.63% | $18.4M | 104,207 | $13.2M | 104,207 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.68% | 0.76% | $18.0M | 70,897 | $15.8M | 64,451 | +6,446+10.00% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.63% | 0.82% | $16.5M | 188,470 | $17.0M | 183,124 | +5,346+2.92% | Add |
 ASTRAZENECA PLCAZN |
| 0.58% | — | $15.4M | 81,023 | $0 | 0 | +81,023 | New Buy |
 FREEPORT MCMORAN INCFCX |
| 0.57% | 0.62% | $15.2M | 240,938 | $13.0M | 220,847 | +20,091+9.10% | Add |
 VERTIV HOLDINGS COVRT |
| 0.55% | 0.37% | $14.6M | 43,694 | $7.7M | 30,833 | +12,861+41.71% | Add |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.55% | 0.41% | $14.6M | 38,301 | $8.5M | 38,301 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.53% | 0.44% | $14.0M | 118,849 | $9.2M | 119,109 | -260-0.22% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.53% | 0.71% | $13.9M | 27,014 | $14.8M | 29,528 | -2,514-8.51% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.52% | 0.75% | $13.7M | 34,452 | $15.6M | 33,763 | +689+2.04% | Add |
 SERVICENOW INCNOW |
| 0.46% | 0.57% | $12.0M | 121,086 | $11.9M | 113,651 | +7,435+6.54% | Add |
 MERCK & CO INCMRK |
| 0.45% | 0.57% | $12.0M | 93,000 | $11.8M | 98,000 | -5,000-5.10% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.45% | 0.57% | $11.8M | 23,632 | $11.9M | 24,188 | -556-2.30% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.44% | 0.97% | $11.5M | 84,406 | $20.3M | 119,746 | -35,340-29.51% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.43% | 0.47% | $11.4M | 40,518 | $9.8M | 40,518 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.42% | 0.42% | $11.0M | 121,506 | $8.8M | 85,548 | +35,958+42.03% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.41% | 0.43% | $10.7M | 14,303 | $8.9M | 13,676 | +627+4.58% | Add |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.4% | 0.41% | $10.6M | 127,668 | $8.5M | 116,660 | +11,008+9.44% | Add |
