 NVIDIA CORPORATIONNVDA |
| 6.57% | 5.42% | $5.27B | 26.3M | $3.57B | 20.5M | +5.9M+28.56% | Add |
 APPLE INCAAPL |
| 5.56% | 6.37% | $4.46B | 15.4M | $4.20B | 16.5M | -1.1M-6.85% | Reduce |
 AMAZON COM INCAMZN |
| 5.3% | 6.49% | $4.25B | 17.8M | $4.27B | 20.5M | -2.7M-13.10% | Reduce |
 MICROSOFT CORPMSFT |
| 4.86% | 7.67% | $3.90B | 10.4M | $5.05B | 13.6M | -3.2M-23.47% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.85% | 1.46% | $3.09B | 5.3M | $959.0M | 4.7M | +606,168+12.86% | Add |
| AAlphabet Inc Class CGOOG |
| 3.49% | 3.9% | $2.80B | 7.9M | $2.57B | 9.0M | -1.0M-11.44% | Reduce |
 INTEL CORPINTC |
| 2.81% | 0.74% | $2.26B | 16.2M | $489.8M | 11.1M | +5.1M+45.53% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.09% | 1.68% | $1.68B | 3.3M | $1.11B | 2.3M | +1.0M+45.11% | Add |
| SSANDISK CORP COMSNDK |
| 1.76% | — | $1.41B | 621,849 | $0 | 0 | +621,849 | New Buy |
 ALPHABET INCGOOGL |
| 1.74% | 0.82% | $1.40B | 3.9M | $542.3M | 1.9M | +2.0M+107.38% | Add |
 TESLA INCTSLA |
| 1.72% | 2.22% | $1.38B | 3.3M | $1.46B | 3.9M | -658,888-16.73% | Reduce |
 SYNOPSYS INCSNPS |
| 1.37% | 1.06% | $1.10B | 2.5M | $697.9M | 1.8M | +695,146+39.49% | Add |
 APPLE INCAAPL |
| 1.24% | 1.04% | $995.4M | 3.4M | $684.0M | 2.7M | +745,000+27.64% | Add |
 UBS GROUP AGUBS |
| 1.02% | 0.02% | $821.2M | 16.5M | $9.9M | 259,293 | +16.3M+6,277.50% | Add |
 BROADCOM INCAVGO |
| 0.99% | 0.66% | $793.2M | 2.1M | $435.4M | 1.4M | +693,177+49.28% | Add |
| BBANK AMERICA CORP PUTBAC |
| 0.98% | 1% | $789.2M | 13.9M | $655.7M | 13.5M | +400,000+2.97% | Add |
 TEXAS INSTRS INCTXN |
| 0.85% | 0.43% | $679.9M | 2.3M | $285.9M | 1.5M | +808,395+54.90% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.78% | 0.77% | $627.0M | 670,304 | $507.9M | 509,685 | +160,619+31.51% | Add |
 META PLATFORMS INCMETA |
| 0.78% | 1.34% | $625.3M | 1.1M | $884.0M | 1.5M | -435,061-28.16% | Reduce |
 ELI LILLY & COLLY |
| 0.75% | 2.16% | $600.9M | 501,025 | $1.43B | 1.6M | -1.0M-67.68% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.68% | 0.24% | $542.8M | 1.3M | $159.4M | 589,241 | +716,812+121.65% | Add |
 ABBVIE INCABBV |
| 0.66% | 0.45% | $527.9M | 2.1M | $293.4M | 1.3M | +748,838+55.51% | Add |
 PEPSICO INCPEP |
| 0.63% | 0.08% | $503.1M | 3.7M | $54.8M | 353,018 | +3.4M+952.58% | Add |
 KLA CORPKLAC |
| 0.62% | 0.35% | $499.3M | 1.7M | $228.3M | 155,023 | +1.5M+967.62% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.38% | $492.5M | 1.9M | $253.5M | 1.0M | +902,292+87.00% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.61% | — | $490.5M | 1.0M | $0 | 0 | +1.0M | New Buy |
 WALMART INCWMT |
| 0.57% | 0.25% | $456.8M | 4.0M | $163.2M | 1.3M | +2.7M+207.21% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.55% | 0.16% | $441.7M | 860,011 | $108.6M | 217,287 | +642,724+295.79% | Add |
 PROCTER & GAMBLE COPG |
| 0.55% | 0.45% | $441.4M | 3.0M | $295.2M | 2.0M | +966,326+47.29% | Add |
 JPMORGAN CHASE & COJPM |
| 0.53% | 0.56% | $423.9M | 1.3M | $366.8M | 1.2M | +48,000+3.85% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.5% | 0.21% | $403.7M | 1.4M | $137.8M | 1.4M | -36,538-2.63% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.5% | 1.22% | $397.6M | 999,841 | $804.4M | 1.7M | -745,167-42.70% | Reduce |
 NETFLIX INCNFLX |
| 0.49% | 1.17% | $390.1M | 5.5M | $768.3M | 8.0M | -2.5M-31.62% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.48% | 0.43% | $385.8M | 4.2M | $280.1M | 3.0M | +1.2M+38.07% | Add |
 APPLIED MATLS INCAMAT |
| 0.48% | 0.89% | $384.6M | 532,010 | $586.3M | 1.7M | -1.2M-68.98% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.47% | 0.36% | $377.3M | 759,564 | $239.9M | 537,248 | +222,316+41.38% | Add |
 ARISTA NETWORKS INCANET |
| 0.44% | 0.19% | $351.9M | 2.1M | $123.2M | 1.0M | +1.1M+106.44% | Add |
 MERCK & CO INCMRK |
| 0.43% | 0.14% | $347.3M | 2.7M | $89.4M | 743,214 | +2.0M+263.69% | Add |
 ROYAL BK CDA COMRY |
| 0.41% | 0.01% | $329.0M | 1.6M | $7.5M | 46,345 | +1.5M+3,329.94% | Add |
 STARBUCKS CORPSBUX |
| 0.41% | 0.07% | $325.3M | 3.2M | $48.8M | 545,175 | +2.6M+483.83% | Add |
 T-MOBILE US INC COMTMUS |
| 0.39% | 0.2% | $314.3M | 1.9M | $129.0M | 614,419 | +1.3M+204.94% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.38% | 0.27% | $308.2M | 4.3M | $176.6M | 2.5M | +1.8M+73.94% | Add |
 PALO ALTOPANW |
| 0.38% | 0.11% | $307.3M | 901,261 | $74.7M | 465,845 | +435,416+93.47% | Add |
 ROIVANT SCIENCES LTDROIV |
| 0.37% | 0.3% | $296.0M | 8.4M | $196.0M | 7.1M | +1.3M+18.18% | Add |
 ABBOTT LABORATORIESABT |
| 0.36% | 0.69% | $292.1M | 3.2M | $454.8M | 4.4M | -1.2M-27.34% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.36% | 0.11% | $289.1M | 2.3M | $71.4M | 512,436 | +1.8M+346.47% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.36% | 0.42% | $286.7M | 1.2M | $276.9M | 1.3M | -166,267-12.49% | Reduce |
 PFIZER INCPFE |
| 0.36% | 0.26% | $286.6M | 11.9M | $170.5M | 6.1M | +5.8M+95.98% | Add |
 ADOBE INC COMADBE |
| 0.33% | 0.43% | $267.8M | 1.3M | $282.8M | 1.2M | +142,854+12.28% | Add |
 ON SEMICONDUCTOR CORP COMON |
| 0.33% | 0.15% | $265.5M | 2.8M | $99.5M | 1.6M | +1.2M+74.80% | Add |
