 APPLE INCAAPL |
| 6.86% | 6.83% | $4.88B | 16.9M | $4.23B | 16.7M | +215,877+1.30% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.61% | 5.69% | $4.00B | 20.0M | $3.52B | 20.2M | -224,301-1.11% | Reduce |
 MICROSOFT CORPMSFT |
| 4.72% | 5.23% | $3.36B | 9.0M | $3.24B | 8.7M | +271,172+3.10% | Add |
 ALPHABET INCGOOGL |
| 4.21% | 3.82% | $3.00B | 8.4M | $2.37B | 8.2M | +174,854+2.13% | Add |
 AMAZON COM INCAMZN |
| 4.01% | 3.81% | $2.86B | 12.0M | $2.36B | 11.3M | +659,293+5.82% | Add |
| AAlphabet Inc Class CGOOG |
| 3.35% | 3.16% | $2.38B | 6.7M | $1.96B | 6.8M | -78,397-1.15% | Reduce |
 TESLA INCTSLA |
| 3.02% | 2.58% | $2.15B | 5.1M | $1.60B | 4.3M | +803,088+18.65% | Add |
 BROADCOM INCAVGO |
| 2.26% | 2.17% | $1.61B | 4.3M | $1.35B | 4.4M | -93,446-2.15% | Reduce |
 META PLATFORMS INCMETA |
| 1.42% | 1.64% | $1.01B | 1.8M | $1.01B | 1.8M | +26,182+1.48% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.33% | 0.47% | $948.4M | 821,638 | $291.0M | 861,323 | -39,685-4.61% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.19% | 0.51% | $848.5M | 1.5M | $316.4M | 1.6M | -94,970-6.11% | Reduce |
 ELI LILLY & COLLY |
| 1.15% | 1.08% | $819.0M | 682,818 | $666.2M | 724,353 | -41,535-5.73% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.09% | 1.12% | $779.4M | 2.4M | $694.6M | 2.4M | +19,661+0.83% | Add |
 CISCO SYS INCCSCO |
| 0.99% | 0.77% | $706.9M | 6.0M | $475.3M | 6.1M | -107,910-1.76% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.87% | 1.03% | $621.5M | 2.4M | $636.9M | 2.6M | -158,442-6.08% | Reduce |
 CATERPILLAR INCCAT |
| 0.82% | 0.59% | $581.5M | 546,048 | $366.3M | 517,089 | +28,959+5.60% | Add |
 MERCK & CO INCMRK |
| 0.78% | 0.91% | $553.8M | 4.3M | $561.2M | 4.7M | -355,437-7.62% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.41% | $541.4M | 748,775 | $253.7M | 742,199 | +6,576+0.89% | Add |
 VISA INCV |
| 0.73% | 0.79% | $522.5M | 1.5M | $490.1M | 1.6M | -98,636-6.08% | Reduce |
 ABBVIE INCABBV |
| 0.73% | 0.78% | $516.4M | 2.1M | $480.2M | 2.2M | -155,628-7.05% | Reduce |
 GE AEROSPACEGE |
| 0.7% | 0.56% | $500.1M | 1.3M | $347.8M | 1.2M | +112,329+9.16% | Add |
 INTEL CORPINTC |
| 0.69% | 0.28% | $493.8M | 3.5M | $173.3M | 3.9M | -389,828-9.93% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.64% | 0.36% | $455.6M | 1.1M | $220.8M | 1.0M | +17,839+1.73% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.63% | 0.71% | $447.6M | 871,476 | $442.4M | 885,384 | -13,908-1.57% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.6% | 0.37% | $429.1M | 1.0M | $228.7M | 845,099 | +187,369+22.17% | Add |
 WALMART INCWMT |
| 0.57% | 0.77% | $404.4M | 3.6M | $475.3M | 3.8M | -253,580-6.63% | Reduce |
 WELLTOWER INC COMWELL |
| 0.56% | 0.54% | $399.7M | 1.8M | $333.3M | 1.7M | +75,203+4.46% | Add |
 COCA COLA COKO |
| 0.55% | 0.61% | $395.2M | 4.9M | $378.2M | 5.0M | -109,711-2.21% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.47% | $362.4M | 6.4M | $293.5M | 6.0M | +340,904+5.66% | Add |
 PROCTER & GAMBLE COPG |
| 0.5% | 0.64% | $358.2M | 2.4M | $393.5M | 2.7M | -281,448-10.33% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.5% | 0.45% | $352.7M | 1.3M | $280.4M | 1.2M | +97,244+8.40% | Add |
 KLA CORPKLAC |
| 0.48% | 0.29% | $345.1M | 1.1M | $182.3M | 123,781 | +1.0M+823.94% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.46% | 0.24% | $328.9M | 1.1M | $149.4M | 1.5M | -404,818-26.83% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.46% | 0.57% | $324.4M | 346,814 | $353.2M | 354,467 | -7,653-2.16% | Reduce |
 UNION PAC CORPUNP |
| 0.46% | 0.37% | $324.2M | 1.2M | $228.2M | 940,564 | +251,447+26.73% | Add |
 ANALOG DEVICES INC COMADI |
| 0.44% | 0.4% | $316.2M | 796,165 | $244.7M | 769,235 | +26,930+3.50% | Add |
 TEXAS INSTRS INCTXN |
| 0.44% | 0.29% | $310.4M | 1.0M | $179.9M | 926,610 | +114,662+12.37% | Add |
| PPROLOGIS INC. COMPLD |
| 0.42% | 0.41% | $301.6M | 2.2M | $255.0M | 1.9M | +296,773+15.38% | Add |
 EQUINIX INCEQIX |
| 0.42% | 0.43% | $295.7M | 283,638 | $265.7M | 271,092 | +12,546+4.63% | Add |
 EATON CORP PLCETN |
| 0.4% | 0.34% | $287.8M | 675,377 | $212.6M | 594,367 | +81,010+13.63% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.4% | 0.38% | $287.4M | 284,217 | $236.8M | 279,966 | +4,251+1.52% | Add |
 ORACLE CORPORCL |
| 0.4% | 0.41% | $283.4M | 1.9M | $256.8M | 1.7M | +187,765+10.75% | Add |
 HOME DEPOT INCHD |
| 0.39% | 0.44% | $275.2M | 780,423 | $269.9M | 820,647 | -40,224-4.90% | Reduce |
 LINDE PLCLIN |
| 0.36% | 0.38% | $258.0M | 497,157 | $238.4M | 480,915 | +16,242+3.38% | Add |
 EXXON MOBIL CORPXOM |
| 0.36% | 0.5% | $257.9M | 1.9M | $309.5M | 1.8M | +61,685+3.38% | Add |
 AMPHENOL CORPAPH |
| 0.36% | 0.25% | $257.2M | 1.5M | $154.3M | 1.2M | +237,374+19.44% | Add |
 DANAHER CORP DEL COMDHR |
| 0.36% | 0.4% | $255.1M | 1.3M | $246.9M | 1.3M | +37,088+2.85% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.35% | 0.38% | $250.1M | 2.8M | $233.9M | 2.5M | +331,619+13.17% | Add |
 NETFLIX INCNFLX |
| 0.34% | 0.51% | $241.7M | 3.4M | $317.2M | 3.3M | +86,267+2.62% | Add |
 MEDTRONIC PLCMDT |
| 0.33% | 0.37% | $233.9M | 3.0M | $228.7M | 2.6M | +350,191+13.27% | Add |
