 NVIDIA CORPORATIONNVDA |
| 6.15% | 7.06% | $31.6M | 157,815 | $32.1M | 172,163 | -14,348-8.33% | Reduce |
 APPLE INCAAPL |
| 6.02% | 6.62% | $30.9M | 106,911 | $30.1M | 110,719 | -3,808-3.44% | Reduce |
 ELI LILLY & COLLY |
| 5.1% | 5.28% | $26.2M | 21,845 | $24.0M | 22,336 | -491-2.20% | Reduce |
 BROADCOM INCAVGO |
| 4.92% | 5.23% | $25.3M | 66,951 | $23.8M | 68,814 | -1,863-2.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.74% | 4.19% | $19.2M | 58,703 | $19.1M | 59,221 | -518-0.87% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.68% | 3.5% | $18.9M | 53,471 | $15.9M | 50,788 | +2,683+5.28% | Add |
 MICROSOFT CORPMSFT |
| 3.61% | 5.58% | $18.5M | 49,644 | $25.4M | 52,467 | -2,823-5.38% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.49% | 1.52% | $17.9M | 30,857 | $6.9M | 32,306 | -1,449-4.49% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.26% | 1.33% | $16.8M | 23,172 | $6.1M | 23,543 | -371-1.58% | Reduce |
 AMAZON COM INCAMZN |
| 3.23% | 3.5% | $16.6M | 69,548 | $15.9M | 68,989 | +559+0.81% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 2.83% | 2.78% | $14.5M | 14,371 | $12.7M | 14,410 | -39-0.27% | Reduce |
 ANALOG DEVICES INC COMADI |
| 2.53% | 1.96% | $13.0M | 32,748 | $8.9M | 32,858 | -110-0.33% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.42% | 2.55% | $12.4M | 13,291 | $11.6M | 13,455 | -164-1.22% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.38% | 2.75% | $12.2M | 24,405 | $12.5M | 24,868 | -463-1.86% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.11% | 1.53% | $10.8M | 22,642 | $6.9M | 22,841 | -199-0.87% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.79% | 2.44% | $9.2M | 5,413 | $11.1M | 5,503 | -90-1.64% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.78% | 2.26% | $9.1M | 17,796 | $10.3M | 18,021 | -225-1.25% | Reduce |
 VISA INCV |
| 1.77% | 2.07% | $9.1M | 26,452 | $9.4M | 26,814 | -362-1.35% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.71% | 1.52% | $8.8M | 34,542 | $6.9M | 33,397 | +1,145+3.43% | Add |
 META PLATFORMS INCMETA |
| 1.62% | 2.13% | $8.3M | 14,760 | $9.7M | 14,678 | +82+0.56% | Add |
 PALO ALTOPANW |
| 1.61% | 1% | $8.3M | 24,218 | $4.5M | 24,629 | -411-1.67% | Reduce |
 GE VERNOVA INCGEV |
| 1.59% | 0.91% | $8.2M | 6,967 | $4.1M | 6,313 | +654+10.36% | Add |
 UNION PAC CORPUNP |
| 1.27% | 1.23% | $6.5M | 23,901 | $5.6M | 24,097 | -196-0.81% | Reduce |
 PEPSICO INCPEP |
| 1.23% | 1.48% | $6.3M | 46,747 | $6.7M | 46,787 | -40-0.09% | Reduce |
 RTX CORPORATIONRTX |
| 1.18% | 1.26% | $6.1M | 31,895 | $5.7M | 31,306 | +589+1.88% | Add |
 LINDE PLCLIN |
| 1.17% | 1.06% | $6.0M | 11,554 | $4.8M | 11,360 | +194+1.71% | Add |
 HOME DEPOT INCHD |
| 1.15% | 1.3% | $5.9M | 16,779 | $5.9M | 17,184 | -405-2.36% | Reduce |
 KLA CORPKLAC |
| 1.01% | 0.48% | $5.2M | 17,250 | $2.2M | 1,815 | +15,435+850.41% | Add |
| QQUALCOMM INCQCOM |
| 0.88% | 1.1% | $4.5M | 24,403 | $5.0M | 29,147 | -4,744-16.28% | Reduce |
 EMERSON ELEC COEMR |
| 0.88% | 0.93% | $4.5M | 31,446 | $4.2M | 31,961 | -515-1.61% | Reduce |
| PPOWELL INDS INCPOWL |
| 0.85% | 0.37% | $4.4M | 15,330 | $1.7M | 5,220 | +10,110+193.68% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.84% | 0.92% | $4.3M | 8,495 | $4.2M | 8,673 | -178-2.05% | Reduce |
 ASML HLDG NVASML |
| 0.82% | 0.5% | $4.2M | 2,108 | $2.3M | 2,112 | -4-0.19% | Reduce |
 EATON CORP PLCETN |
| 0.8% | 0.64% | $4.1M | 9,687 | $2.9M | 9,136 | +551+6.03% | Add |
 TEXAS INSTRS INCTXN |
| 0.72% | 0.48% | $3.7M | 12,389 | $2.2M | 12,479 | -90-0.72% | Reduce |
 LOWES COS INC COMLOW |
| 0.72% | 0.9% | $3.7M | 16,662 | $4.1M | 17,034 | -372-2.18% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.68% | 0.78% | $3.5M | 23,662 | $3.5M | 24,616 | -954-3.88% | Reduce |
 DEERE & CODE |
| 0.68% | 0.57% | $3.5M | 5,470 | $2.6M | 5,610 | -140-2.50% | Reduce |
 AMPHENOL CORPAPH |
| 0.64% | 0.25% | $3.3M | 18,534 | $1.1M | 8,489 | +10,045+118.33% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.62% | 0.11% | $3.2M | 2,770 | $518,019 | 1,815 | +955+52.62% | Add |
 QUANTA SVCS INCPWR |
| 0.61% | 0.37% | $3.1M | 4,317 | $1.7M | 3,990 | +327+8.20% | Add |
 SYNOPSYS INCSNPS |
| 0.58% | 0.71% | $3.0M | 6,627 | $3.2M | 6,907 | -280-4.05% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.56% | 0.57% | $2.9M | 2,942 | $2.6M | 2,942 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.56% | 0.33% | $2.9M | 2,683 | $1.5M | 2,622 | +61+2.33% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.55% | 0.55% | $2.8M | 3,864 | $2.5M | 4,102 | -238-5.80% | Reduce |
 ALPHABET INCGOOGL |
| 0.54% | 0.46% | $2.8M | 7,742 | $2.1M | 6,671 | +1,071+16.05% | Add |
 CORNING INCGLW |
| 0.53% | — | $2.7M | 10,729 | $0 | 0 | +10,729 | New Buy |
 HONEYWELL INTL INCHON |
| 0.53% | 1.06% | $2.7M | 12,148 | $4.8M | 24,801 | -12,653-51.02% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.52% | — | $2.7M | 12,141 | $0 | 0 | +12,141 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.49% | 0.75% | $2.5M | 27,536 | $3.4M | 27,333 | +203+0.74% | Add |
