 NVIDIA CORPORATIONNVDA |
| 6.27% | 6.38% | $4.97B | 24.9M | $4.57B | 26.2M | -1.3M-5.11% | Reduce |
 APPLE INCAAPL |
| 6% | 6.06% | $4.76B | 16.4M | $4.34B | 17.1M | -638,000-3.73% | Reduce |
 MICROSOFT CORPMSFT |
| 3.99% | 4.59% | $3.17B | 8.5M | $3.28B | 8.9M | -387,328-4.37% | Reduce |
 AMAZON COM INCAMZN |
| 3.37% | 3.38% | $2.67B | 11.2M | $2.42B | 11.6M | -394,600-3.40% | Reduce |
 ALPHABET INCGOOGL |
| 3.01% | 2.85% | $2.39B | 6.7M | $2.04B | 7.1M | -418,700-5.89% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.43% | 2.28% | $1.93B | 5.4M | $1.63B | 5.7M | -247,400-4.34% | Reduce |
 BROADCOM INCAVGO |
| 2.36% | 2.23% | $1.87B | 5.0M | $1.60B | 5.2M | -202,979-3.93% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.66% | 0.59% | $1.32B | 1.1M | $425.0M | 1.3M | -117,231-9.32% | Reduce |
 META PLATFORMS INCMETA |
| 1.65% | 1.94% | $1.31B | 2.3M | $1.39B | 2.4M | -99,800-4.11% | Reduce |
 TESLA INCTSLA |
| 1.61% | 1.63% | $1.28B | 3.0M | $1.16B | 3.1M | -96,200-3.07% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.35% | 0.54% | $1.07B | 1.8M | $386.0M | 1.9M | -58,977-3.11% | Reduce |
 ELI LILLY & COLLY |
| 1.31% | 1.17% | $1.04B | 865,587 | $837.0M | 909,987 | -44,400-4.88% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.22% | 1.31% | $971.1M | 3.0M | $939.6M | 3.2M | -227,600-7.13% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.18% | 1.3% | $938.0M | 1.9M | $933.6M | 1.9M | -73,600-3.78% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.91% | 1.01% | $722.3M | 2.8M | $725.1M | 3.0M | -122,546-4.13% | Reduce |
 INTEL CORPINTC |
| 0.84% | 0.31% | $664.1M | 4.8M | $220.9M | 5.0M | -250,400-5.00% | Reduce |
 VISA INCV |
| 0.82% | 0.85% | $647.3M | 1.9M | $611.1M | 2.0M | -135,044-6.68% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.77% | 0.43% | $613.0M | 847,919 | $309.0M | 904,092 | -56,173-6.21% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.73% | 0.42% | $577.1M | 1.3M | $303.6M | 1.4M | -89,100-6.27% | Reduce |
 WALMART INCWMT |
| 0.73% | 0.86% | $577.0M | 5.1M | $617.8M | 5.0M | +123,100+2.48% | Add |
 CATERPILLAR INCCAT |
| 0.71% | 0.52% | $562.1M | 527,804 | $372.4M | 525,604 | +2,200+0.42% | Add |
 CISCO SYS INCCSCO |
| 0.69% | 0.52% | $547.3M | 4.7M | $373.6M | 4.8M | -155,549-3.23% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.67% | 0.99% | $532.0M | 3.9M | $709.7M | 4.2M | -292,200-6.99% | Reduce |
 ABBVIE INCABBV |
| 0.61% | 0.62% | $485.5M | 1.9M | $441.0M | 2.0M | -98,400-4.85% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.57% | 0.71% | $453.2M | 484,439 | $508.4M | 510,239 | -25,800-5.06% | Reduce |
 KLA CORPKLAC |
| 0.57% | 0.33% | $448.4M | 1.5M | $232.7M | 158,074 | +1.3M+840.15% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.56% | 0.64% | $446.1M | 868,544 | $456.8M | 914,172 | -45,628-4.99% | Reduce |
 GE AEROSPACEGE |
| 0.56% | 0.47% | $444.1M | 1.2M | $339.1M | 1.2M | -6,600-0.55% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.53% | 0.58% | $419.1M | 7.4M | $417.2M | 8.6M | -1.2M-14.04% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.52% | 0.44% | $408.7M | 983,340 | $312.8M | 1.2M | -172,736-14.94% | Reduce |
 COCA COLA COKO |
| 0.49% | 0.49% | $385.0M | 4.7M | $350.7M | 4.6M | +125,219+2.72% | Add |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.55% | $382.3M | 2.6M | $397.1M | 2.7M | -142,600-5.19% | Reduce |
 HOME DEPOT INCHD |
| 0.48% | 0.52% | $381.8M | 1.1M | $375.5M | 1.1M | -59,115-5.18% | Reduce |
 MERCK & CO INCMRK |
| 0.47% | 0.59% | $373.9M | 2.9M | $422.9M | 3.5M | -606,206-17.24% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.45% | 0.36% | $353.3M | 739,821 | $254.9M | 754,284 | -14,463-1.92% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.44% | 0.44% | $348.2M | 344,252 | $316.8M | 374,452 | -30,200-8.07% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.43% | 0.07% | $343.6M | 151,119 | $47.1M | 74,190 | +76,929+103.69% | Add |
 GE VERNOVA INCGEV |
| 0.43% | 0.37% | $338.3M | 287,972 | $262.7M | 300,936 | -12,964-4.31% | Reduce |
 NETFLIX INCNFLX |
| 0.41% | 0.65% | $321.8M | 4.5M | $462.0M | 4.8M | -298,650-6.21% | Reduce |
 PALO ALTOPANW |
| 0.4% | 0.21% | $314.4M | 921,892 | $148.8M | 927,892 | -6,000-0.65% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.39% | 0.39% | $312.8M | 1.1M | $278.2M | 1.1M | -35,600-3.10% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.39% | 0.46% | $307.5M | 3.7M | $329.5M | 4.1M | -416,903-10.07% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.38% | 0.4% | $301.7M | 1.7M | $288.7M | 1.7M | -78,600-4.50% | Reduce |
 MORGAN STANLEYMS |
| 0.38% | 0.35% | $300.7M | 1.4M | $253.0M | 1.5M | -99,000-6.44% | Reduce |
 RTX CORPORATIONRTX |
| 0.37% | 0.43% | $294.6M | 1.6M | $310.4M | 1.6M | -56,000-3.48% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.37% | 0.13% | $293.0M | 983,698 | $91.5M | 923,899 | +59,799+6.47% | Add |
 CHEVRON CORPORATIONCVX |
| 0.36% | 0.54% | $284.9M | 1.7M | $386.0M | 1.9M | -146,902-7.87% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.35% | 0.47% | $276.4M | 2.4M | $339.4M | 2.3M | +49,200+2.12% | Add |
 TEXAS INSTRS INCTXN |
| 0.35% | 0.27% | $276.3M | 926,855 | $191.3M | 985,264 | -58,409-5.93% | Reduce |
 ORACLE CORPORCL |
| 0.34% | 0.39% | $267.5M | 1.8M | $278.4M | 1.9M | -67,200-3.55% | Reduce |
