 NVIDIA CORPORATIONNVDA |
| 13.26% | 13.77% | $17.9M | 89,499 | $15.6M | 89,483 | +16+0.02% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 10.35% | 4.5% | $14.0M | 32,403 | $5.1M | 31,075 | +1,328+4.27% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.05% | 4.48% | $9.5M | 19,947 | $5.1M | 15,017 | +4,930+32.83% | Add |
| SSPDR SERIES TRUSTBIL |
| 6.05% | 6.26% | $8.2M | 89,122 | $7.1M | 77,390 | +11,732+15.16% | Add |
 ALPHABET INCGOOGL |
| 5.78% | 5.49% | $7.8M | 21,845 | $6.2M | 21,649 | +196+0.91% | Add |
 MICROSOFT CORPMSFT |
| 5.16% | 6.15% | $7.0M | 18,684 | $7.0M | 18,821 | -137-0.73% | Reduce |
 JABIL INCJBL |
| 4.12% | 3.35% | $5.6M | 14,432 | $3.8M | 14,300 | +132+0.92% | Add |
 META PLATFORMS INCMETA |
| 3.72% | 4.52% | $5.0M | 8,927 | $5.1M | 8,944 | -17-0.19% | Reduce |
 VERTIV HOLDINGS COVRT |
| 3.31% | 2.81% | $4.5M | 13,363 | $3.2M | 12,706 | +657+5.17% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 3.29% | 3.6% | $4.4M | 53,800 | $4.1M | 49,361 | +4,439+8.99% | Add |
 QUANTA SVCS INCPWR |
| 3.13% | 2.74% | $4.2M | 5,862 | $3.1M | 5,647 | +215+3.81% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 2.78% | 3.18% | $3.8M | 64,514 | $3.6M | 61,635 | +2,879+4.67% | Add |
 MORGAN STANLEYMS |
| 2.73% | 2.07% | $3.7M | 17,651 | $2.3M | 14,235 | +3,416+24.00% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 2.58% | 1.95% | $3.5M | 8,376 | $2.2M | 8,167 | +209+2.56% | Add |
 FIFTH THIRD BANCORP COMFITB |
| 2.09% | 2.03% | $2.8M | 49,986 | $2.3M | 49,418 | +568+1.15% | Add |
 VISA INCV |
| 1.99% | 2.07% | $2.7M | 7,839 | $2.3M | 7,765 | +74+0.95% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.87% | 2.6% | $2.5M | 4,958 | $2.9M | 4,866 | +92+1.89% | Add |
 VERISK ANALYTICS INC COMVRSK |
| 1.77% | 2.21% | $2.4M | 13,349 | $2.5M | 13,222 | +127+0.96% | Add |
 MCKESSON CORP COMMCK |
| 1.73% | 2.34% | $2.3M | 3,089 | $2.7M | 3,066 | +23+0.75% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.72% | 1.82% | $2.3M | 12,853 | $2.1M | 12,478 | +375+3.01% | Add |
 TESLA INCTSLA |
| 1.71% | 1.9% | $2.3M | 5,493 | $2.1M | 5,782 | -289-5.00% | Reduce |
 HOME DEPOT INCHD |
| 1.65% | 1.82% | $2.2M | 6,326 | $2.1M | 6,275 | +51+0.81% | Add |
 PEPSICO INCPEP |
| 1.41% | 1.88% | $1.9M | 14,069 | $2.1M | 13,693 | +376+2.75% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.36% | 1.64% | $1.8M | 31,955 | $1.9M | 30,584 | +1,371+4.48% | Add |
 AUTOZONE INCAZO |
| 1.2% | 1.5% | $1.6M | 509 | $1.7M | 504 | +5+0.99% | Add |
 HERSHEY CO COMHSY |
| 1.06% | 1.47% | $1.4M | 8,194 | $1.7M | 7,993 | +201+2.51% | Add |
 IDEXX LABS INC COMIDXX |
| 1.05% | 1.32% | $1.4M | 2,696 | $1.5M | 2,667 | +29+1.09% | Add |
 CBOE GLOBAL MKTS INCCBOE |
| 1.05% | 1.41% | $1.4M | 5,817 | $1.6M | 5,693 | +124+2.18% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 1% | 0.62% | $1.4M | 11,428 | $704,063 | 6,319 | +5,109+80.85% | Add |
| VVANGUARD SCOTTSDALE FDSVGLT |
| 0.94% | 1.08% | $1.3M | 22,991 | $1.2M | 22,128 | +863+3.90% | Add |
 COLGATE PALMOLIVE COCL |
| 0.88% | 0.95% | $1.2M | 12,917 | $1.1M | 12,625 | +292+2.31% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.52% | 0.78% | $707,020 | 6,060 | $878,997 | 6,009 | +51+0.85% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.49% | 0.56% | $661,377 | 11,214 | $639,874 | 10,745 | +469+4.36% | Add |
 ARISTA NETWORKS INCANET |
| 0.42% | — | $562,473 | 3,311 | $0 | 0 | +3,311 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.24% | — | $326,068 | 1,199 | $0 | 0 | +1,199 | New Buy |
| AASTERA LABS INCALAB |
| 0.2% | — | $271,457 | 562 | $0 | 0 | +562 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.17% | — | $223,932 | 194 | $0 | 0 | +194 | New Buy |
| FFS KKR CAP CORPFSK |
| 0.16% | 0.56% | $213,639 | 20,347 | $631,846 | 62,067 | -41,720-67.22% | Reduce |
