 NVIDIA CORPORATIONNVDA |
| 28.35% | 35.36% | $40.7M | 203,197 | $37.4M | 214,523 | -11,326-5.28% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 15.24% | 7.46% | $21.8M | 37,610 | $7.9M | 38,804 | -1,194-3.08% | Reduce |
 BROADCOM INCAVGO |
| 11.79% | 14.17% | $16.9M | 44,766 | $15.0M | 48,441 | -3,675-7.59% | Reduce |
 ELI LILLY & COLLY |
| 6% | 6.3% | $8.6M | 7,173 | $6.7M | 7,248 | -75-1.03% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 4.95% | 2.23% | $7.1M | 23,825 | $2.4M | 23,825 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 4.03% | 4.88% | $5.8M | 24,275 | $5.2M | 24,775 | -500-2.02% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.96% | 4.15% | $5.7M | 16,059 | $4.4M | 15,324 | +735+4.80% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.94% | 1.57% | $5.7M | 4,900 | $1.7M | 4,905 | -5-0.10% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.03% | 1.97% | $4.3M | 6,000 | $2.1M | 6,100 | -100-1.64% | Reduce |
 APPLE INCAAPL |
| 2.61% | 3.11% | $3.7M | 12,950 | $3.3M | 12,950 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.41% | 3.64% | $3.5M | 3,690 | $3.9M | 3,865 | -175-4.53% | Reduce |
 EATON CORP PLCETN |
| 1.93% | 2.03% | $2.8M | 6,493 | $2.2M | 6,013 | +480+7.98% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.78% | 1.19% | $2.5M | 3,337 | $1.3M | 3,217 | +120+3.73% | Add |
 MICROSOFT CORPMSFT |
| 1.66% | 2.25% | $2.4M | 6,375 | $2.4M | 6,440 | -65-1.01% | Reduce |
 GE VERNOVA INCGEV |
| 1.23% | 1.24% | $1.8M | 1,505 | $1.3M | 1,505 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 1.18% | 1.24% | $1.7M | 10,000 | $1.3M | 10,680 | -680-6.37% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.02% | 1.36% | $1.5M | 2,930 | $1.4M | 2,930 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.81% | 0.73% | $1.2M | 1,095 | $775,764 | 1,095 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.77% | 1.14% | $1.1M | 3,140 | $1.2M | 3,670 | -530-14.44% | Reduce |
 CORNING INCGLW |
| 0.6% | 0.43% | $859,522 | 3,365 | $457,539 | 3,365 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.4% | 0.52% | $570,834 | 1,100 | $545,336 | 1,100 | 00.00% | Unchanged |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.36% | — | $519,326 | 3,180 | $0 | 0 | +3,180 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.33% | 0.4% | $474,629 | 1,450 | $426,532 | 1,450 | 00.00% | Unchanged |
| CCOREWEAVE INC CLASS ACRWV |
| 0.29% | 0.26% | $409,906 | 4,118 | $278,350 | 3,593 | +525+14.61% | Add |
 SHOPIFY INCSHOP |
| 0.23% | 0.32% | $325,413 | 2,850 | $338,067 | 2,850 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.21% | 0.36% | $303,342 | 2,600 | $380,328 | 2,600 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.21% | — | $297,707 | 690 | $0 | 0 | +690 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.19% | 0.26% | $276,270 | 3,000 | $276,930 | 3,000 | 00.00% | Unchanged |
 NUCOR CORPNUE |
| 0.19% | 0.2% | $272,869 | 1,225 | $207,148 | 1,225 | 00.00% | Unchanged |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.15% | 0.2% | $211,110 | 425 | $212,107 | 475 | -50-10.53% | Reduce |
 MORGAN STANLEYMS |
| 0.15% | — | $209,040 | 1,000 | $0 | 0 | +1,000 | New Buy |
