 NVIDIA CORPORATIONNVDA |
| 5.99% | 6% | $3.76B | 18.8M | $3.35B | 19.1M | -346,690-1.81% | Reduce |
 APPLE INCAAPL |
| 5.51% | 5.5% | $3.46B | 12.0M | $3.07B | 12.1M | -100,216-0.83% | Reduce |
 MICROSOFT CORPMSFT |
| 3.8% | 4.27% | $2.39B | 6.4M | $2.38B | 6.4M | -8,026-0.13% | Reduce |
 ALPHABET INCGOOGL |
| 3.28% | 2.96% | $2.06B | 5.8M | $1.65B | 5.7M | +43,044+0.75% | Add |
 AMAZON COM INCAMZN |
| 3.17% | 2.87% | $1.99B | 8.3M | $1.60B | 7.7M | +688,420+8.99% | Add |
 BROADCOM INCAVGO |
| 2.15% | 1.96% | $1.35B | 3.6M | $1.10B | 3.5M | +40,891+1.16% | Add |
| AAlphabet Inc Class CGOOG |
| 2.02% | 1.88% | $1.27B | 3.6M | $1.05B | 3.6M | -65,214-1.79% | Reduce |
 META PLATFORMS INCMETA |
| 1.94% | 2.07% | $1.22B | 2.2M | $1.15B | 2.0M | +156,198+7.77% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.64% | 0.52% | $1.03B | 892,516 | $291.6M | 861,504 | +31,012+3.60% | Add |
 TESLA INCTSLA |
| 1.6% | 1.54% | $1.01B | 2.4M | $859.8M | 2.3M | +90,136+3.91% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.52% | $925.6M | 1.6M | $287.7M | 1.4M | +181,848+12.88% | Add |
 APPLIED MATLS INCAMAT |
| 1.46% | 0.81% | $915.0M | 1.3M | $452.6M | 1.3M | -54,980-4.16% | Reduce |
 ELI LILLY & COLLY |
| 1.22% | 1.04% | $768.6M | 640,845 | $581.9M | 630,459 | +10,386+1.65% | Add |
 JPMORGAN CHASE & COJPM |
| 1.14% | 1.19% | $715.9M | 2.2M | $665.8M | 2.3M | -67,702-3.00% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.99% | 1.08% | $625.1M | 1.2M | $603.8M | 1.3M | -6,484-0.52% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.99% | 1.13% | $619.4M | 2.4M | $629.7M | 2.6M | -128,974-5.02% | Reduce |
 CISCO SYS INCCSCO |
| 0.89% | 0.76% | $557.2M | 4.7M | $425.6M | 5.5M | -724,740-13.25% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.88% | 1.24% | $551.0M | 4.0M | $691.2M | 4.1M | -29,623-0.73% | Reduce |
 VISA INCV |
| 0.79% | 0.87% | $495.9M | 1.4M | $484.3M | 1.6M | -151,968-9.51% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.78% | 0.56% | $488.9M | 1.2M | $311.5M | 1.1M | +28,430+2.48% | Add |
 INTEL CORPINTC |
| 0.76% | 0.29% | $479.7M | 3.4M | $162.7M | 3.7M | -241,140-6.56% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.76% | 0.86% | $477.6M | 929,849 | $479.0M | 954,844 | -24,995-2.62% | Reduce |
 HOME DEPOT INCHD |
| 0.75% | 0.77% | $473.4M | 1.3M | $427.8M | 1.3M | +45,351+3.50% | Add |
 NETFLIX INCNFLX |
| 0.71% | 0.92% | $447.1M | 6.3M | $513.4M | 5.3M | +942,877+17.73% | Add |
 ABBVIE INCABBV |
| 0.71% | 0.68% | $443.2M | 1.8M | $379.9M | 1.7M | +18,853+1.08% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.7% | 0.5% | $440.4M | 589,692 | $279.2M | 427,133 | +162,559+38.06% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.68% | 0.62% | $425.5M | 891,025 | $344.5M | 1.0M | -123,601-12.18% | Reduce |
 KLA CORPKLAC |
| 0.66% | 0.31% | $416.2M | 1.4M | $174.9M | 118,498 | +1.3M+1,064.00% | Add |
 PROCTER & GAMBLE COPG |
| 0.66% | 0.7% | $415.9M | 2.8M | $388.9M | 2.7M | +153,975+5.74% | Add |
 WELLTOWER INC COMWELL |
| 0.59% | 0.54% | $372.2M | 1.6M | $303.8M | 1.5M | +107,047+6.98% | Add |
 MERCK & CO INCMRK |
| 0.58% | 0.64% | $361.9M | 2.8M | $358.9M | 3.0M | -157,846-5.31% | Reduce |
 CATERPILLAR INCCAT |
| 0.55% | 0.4% | $345.8M | 324,751 | $225.0M | 316,889 | +7,862+2.48% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.51% | 0.66% | $318.0M | 339,979 | $368.8M | 369,044 | -29,065-7.88% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.5% | 0.54% | $316.4M | 2.3M | $302.2M | 2.3M | +55,571+2.44% | Add |
 COCA COLA COKO |
| 0.48% | 0.5% | $304.1M | 3.7M | $280.4M | 3.7M | +64,656+1.76% | Add |
 MCDONALDS CORPMCD |
| 0.46% | 0.64% | $290.7M | 1.1M | $354.5M | 1.1M | -60,622-5.34% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.46% | 0.53% | $289.4M | 1.5M | $295.8M | 1.5M | +4,497+0.30% | Add |
| BBANK OF AMER CORPBAC |
| 0.44% | 0.44% | $274.7M | 4.8M | $245.7M | 5.0M | -204,551-4.07% | Reduce |
 PALO ALTOPANW |
| 0.43% | 0.24% | $271.6M | 796,374 | $132.2M | 822,946 | -26,572-3.23% | Reduce |
 ORACLE CORPORCL |
| 0.42% | 0.47% | $263.1M | 1.8M | $262.6M | 1.8M | +14,898+0.84% | Add |
 EQUINIX INCEQIX |
| 0.41% | 0.42% | $258.3M | 247,832 | $232.8M | 237,072 | +10,760+4.54% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.42% | $257.2M | 914,591 | $232.1M | 954,325 | -39,734-4.16% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.38% | 0.47% | $240.4M | 1.3M | $262.9M | 62,249 | +1.3M+2,066.50% | Add |
| EEXELON CORPEXC |
| 0.34% | 0.4% | $214.8M | 4.6M | $222.0M | 4.5M | +97,964+2.17% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.34% | 0.32% | $212.2M | 948,914 | $177.6M | 949,568 | -654-0.07% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.33% | 0.33% | $208.4M | 206,096 | $186.1M | 219,341 | -13,245-6.04% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.33% | 0.42% | $208.2M | 1.6M | $234.2M | 1.7M | -27,953-1.67% | Reduce |
 WW GRAINGER INCGWW |
| 0.32% | 0.31% | $203.7M | 149,769 | $175.5M | 160,020 | -10,251-6.41% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.32% | 0.33% | $203.1M | 405,099 | $183.5M | 371,628 | +33,471+9.01% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.32% | 0.1% | $200.0M | 313,139 | $53.2M | 196,065 | +117,074+59.71% | Add |
