 NVIDIA CORPORATIONNVDA |
| 6.16% | 5.94% | $4.39B | 21.9M | $3.85B | 22.1M | -158,200-0.72% | Reduce |
 APPLE INCAAPL |
| 5.27% | 5.11% | $3.76B | 13.0M | $3.31B | 13.0M | -54,300-0.42% | Reduce |
 MICROSOFT CORPMSFT |
| 3.44% | 3.75% | $2.45B | 6.6M | $2.43B | 6.6M | +4,300+0.07% | Add |
 AMAZON COM INCAMZN |
| 2.93% | 2.94% | $2.09B | 8.8M | $1.91B | 9.2M | -401,100-4.38% | Reduce |
 ALPHABET INCGOOGL |
| 2.61% | 2.31% | $1.86B | 5.2M | $1.50B | 5.2M | -7,700-0.15% | Reduce |
 BROADCOM INCAVGO |
| 2.22% | 1.96% | $1.59B | 4.2M | $1.27B | 4.1M | +84,600+2.06% | Add |
| AAlphabet Inc Class CGOOG |
| 2.09% | 1.82% | $1.49B | 4.2M | $1.18B | 4.1M | +110,600+2.69% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.67% | 0.58% | $1.19B | 1.0M | $373.5M | 1.1M | -71,500-6.47% | Reduce |
 META PLATFORMS INCMETA |
| 1.63% | 1.82% | $1.16B | 2.1M | $1.18B | 2.1M | -800-0.04% | Reduce |
 TESLA INCTSLA |
| 1.46% | 1.38% | $1.04B | 2.5M | $897.6M | 2.4M | +62,811+2.60% | Add |
 ELI LILLY & COLLY |
| 1.22% | 1.36% | $871.0M | 726,199 | $880.1M | 956,817 | -230,618-24.10% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.18% | 0.42% | $838.9M | 1.4M | $269.7M | 1.3M | +118,600+8.95% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.13% | 1.24% | $808.2M | 1.6M | $804.0M | 1.7M | -62,700-3.74% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.1% | $782.2M | 2.4M | $710.5M | 2.4M | -25,500-1.06% | Reduce |
 CONOCOPHILLIPSCOP |
| 1% | 1.23% | $711.3M | 6.8M | $794.5M | 6.0M | +823,300+13.68% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.91% | 0.93% | $651.8M | 2.6M | $602.1M | 2.5M | +103,587+4.21% | Add |
 INTEL CORPINTC |
| 0.8% | 0.28% | $567.4M | 4.1M | $183.7M | 4.2M | -99,969-2.40% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.72% | 0.38% | $513.8M | 1.2M | $247.4M | 1.2M | +27,600+2.38% | Add |
 VISA INCV |
| 0.71% | 0.69% | $503.0M | 1.5M | $450.0M | 1.5M | -23,020-1.55% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.65% | 0.45% | $461.4M | 1.1M | $291.3M | 1.1M | +33,661+3.13% | Add |
 WALMART INCWMT |
| 0.58% | 0.7% | $413.3M | 3.6M | $455.1M | 3.7M | -13,200-0.36% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.58% | 0.35% | $410.5M | 567,726 | $227.6M | 666,026 | -98,300-14.76% | Reduce |
 CISCO SYS INCCSCO |
| 0.57% | 0.46% | $406.7M | 3.5M | $301.4M | 3.9M | -421,900-10.86% | Reduce |
 ABBVIE INCABBV |
| 0.56% | 0.49% | $402.3M | 1.6M | $319.8M | 1.5M | +128,297+8.73% | Add |
 EXXON MOBIL CORPXOM |
| 0.55% | 0.58% | $393.3M | 2.9M | $376.5M | 2.2M | +657,900+29.65% | Add |
 CATERPILLAR INCCAT |
| 0.55% | 0.42% | $391.6M | 367,704 | $274.0M | 386,804 | -19,100-4.94% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.61% | $370.1M | 395,677 | $396.3M | 397,677 | -2,000-0.50% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.52% | 0.48% | $370.0M | 6.5M | $312.0M | 6.4M | +93,300+1.46% | Add |
 ROIVANT SCIENCES LTDROIV |
| 0.51% | 0.55% | $366.3M | 10.3M | $354.4M | 12.8M | -2.4M-19.11% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.51% | 0.55% | $364.5M | 709,610 | $356.6M | 713,610 | -4,000-0.56% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 0.49% | 0.07% | $349.1M | 8.4M | $42.3M | 841,194 | +7.6M+904.33% | Add |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.48% | 0.41% | $340.0M | 1.0M | $262.8M | 815,739 | +199,741+24.49% | Add |
 GE AEROSPACEGE |
| 0.46% | 0.45% | $329.5M | 881,663 | $293.6M | 1.0M | -153,100-14.80% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.44% | 0.63% | $310.9M | 2.1M | $406.9M | 2.8M | -696,700-24.73% | Reduce |
 HOME DEPOT INCHD |
| 0.41% | 0.48% | $295.3M | 837,256 | $313.7M | 953,856 | -116,600-12.22% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.4% | 0.8% | $285.9M | 1.7M | $517.4M | 2.5M | -776,153-31.04% | Reduce |
 COCA COLA COKO |
| 0.39% | 0.45% | $280.7M | 3.5M | $289.2M | 3.8M | -348,800-9.17% | Reduce |
 KLA CORPKLAC |
| 0.39% | 0.22% | $276.0M | 914,840 | $139.8M | 94,954 | +819,886+863.46% | Add |
 GE VERNOVA INCGEV |
| 0.39% | 0.3% | $275.7M | 234,699 | $196.0M | 224,499 | +10,200+4.54% | Add |
 DOVER CORPDOV |
| 0.39% | 0.23% | $274.6M | 1.2M | $150.4M | 721,646 | +502,822+69.68% | Add |
 RTX CORPORATIONRTX |
| 0.38% | 0.42% | $272.1M | 1.4M | $272.5M | 1.4M | +21,600+1.53% | Add |
 ORACLE CORPORCL |
| 0.38% | 0.44% | $270.6M | 1.8M | $282.3M | 1.9M | -72,467-3.78% | Reduce |
 PALO ALTOPANW |
| 0.37% | 0.21% | $262.0M | 768,300 | $134.5M | 838,900 | -70,600-8.42% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.37% | 0.11% | $261.7M | 115,099 | $71.3M | 112,199 | +2,900+2.58% | Add |
 MERCK & CO INCMRK |
| 0.37% | 0.5% | $260.9M | 2.0M | $323.3M | 2.7M | -657,416-24.46% | Reduce |
 NETFLIX INCNFLX |
| 0.36% | 0.54% | $257.2M | 3.6M | $349.3M | 3.6M | -30,100-0.83% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.35% | 0.35% | $252.6M | 898,190 | $227.2M | 937,390 | -39,200-4.18% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.35% | 0.36% | $251.5M | 1.4M | $230.6M | 1.4M | -4,600-0.33% | Reduce |
 AMPHENOL CORPAPH |
| 0.35% | 0.35% | $250.9M | 1.4M | $225.5M | 1.8M | -361,768-20.27% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.34% | 0.38% | $241.1M | 766,536 | $245.1M | 854,036 | -87,500-10.25% | Reduce |
