 NVIDIA CORPORATIONNVDA |
| 8.37% | 9.06% | $1.74B | 9.3M | $1.47B | 9.3M | +33,938+0.37% | Add |
 FLUTTER ENTMT PLCFLUT |
| 8.08% | 0.01% | $1.68B | 7.8M | $2.1M | 7,359 | +7.8M+105,989.25% | Add |
 MICROSOFT CORPMSFT |
| 5.94% | 8.07% | $1.23B | 2.6M | $1.31B | 2.6M | -76,230-2.90% | Reduce |
 APPLE INCAAPL |
| 3.64% | 4.69% | $756.4M | 2.8M | $759.2M | 3.7M | -918,076-24.81% | Reduce |
 ALPHABET INCGOOGL |
| 3.55% | 2.18% | $736.9M | 2.4M | $352.4M | 2.0M | +354,358+17.72% | Add |
 AMAZON COM INCAMZN |
| 2.93% | 3.76% | $609.5M | 2.6M | $609.2M | 2.8M | -136,349-4.91% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.39% | 1.76% | $497.3M | 871,130 | $285.0M | 507,211 | +363,919+71.75% | Add |
 JPMORGAN CHASE & COJPM |
| 2.23% | 1.17% | $462.4M | 1.4M | $189.9M | 655,197 | +779,792+119.02% | Add |
 META PLATFORMS INCMETA |
| 2.15% | 3.04% | $447.1M | 677,337 | $492.4M | 667,130 | +10,207+1.53% | Add |
 BROADCOM INCAVGO |
| 1.71% | 2.04% | $354.6M | 1.0M | $330.0M | 1.2M | -172,532-14.41% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.57% | 1.01% | $326.9M | 1.0M | $163.7M | 922,947 | +118,869+12.88% | Add |
| IISHARES US REAL ESTATE ETFIYR |
| 1.55% | 2.14% | $322.8M | 3.4M | $346.9M | 3.7M | -222,436-6.08% | Reduce |
 TESLA INCTSLA |
| 1.35% | 1.26% | $279.8M | 622,219 | $204.5M | 643,828 | -21,609-3.36% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.24% | 0.17% | $257.3M | 901,392 | $27.1M | 220,239 | +681,153+309.28% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.13% | 1.44% | $234.7M | 2.8M | $233.9M | 3.0M | -169,854-5.67% | Reduce |
 HONEYWELL INTL INCHON |
| 1.06% | 0.24% | $219.8M | 1.1M | $39.6M | 169,904 | +956,690+563.08% | Add |
| SSPDR GOLD TRGLD |
| 1.05% | — | $217.7M | 549,300 | $0 | 0 | +549,300 | New Buy |
 VISA INCV |
| 0.96% | 1.32% | $199.8M | 569,796 | $213.1M | 600,332 | -30,536-5.09% | Reduce |
 KLA CORPKLAC |
| 0.89% | 0.14% | $185.9M | 153,014 | $23.4M | 26,079 | +126,935+486.73% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.84% | 0.94% | $175.5M | 349,150 | $152.1M | 313,133 | +36,017+11.50% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.8% | 0.89% | $165.9M | 192,330 | $143.5M | 144,987 | +47,343+32.65% | Add |
| CCITIGROUP INCC |
| 0.79% | 0.5% | $164.5M | 1.4M | $81.5M | 957,248 | +452,156+47.23% | Add |
 KENVUE INC COMKVUE |
| 0.78% | 0.03% | $162.2M | 9.4M | $5.1M | 241,546 | +9.2M+3,792.62% | Add |
 LINDE PLCLIN |
| 0.77% | 1.27% | $159.0M | 372,785 | $205.4M | 437,828 | -65,043-14.86% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.72% | 0.59% | $149.6M | 722,689 | $95.9M | 628,011 | +94,678+15.08% | Add |
 NETFLIX INCNFLX |
| 0.7% | 0.89% | $144.6M | 1.5M | $144.9M | 108,188 | +1.4M+1,325.44% | Add |
 ELI LILLY & COLLY |
| 0.68% | 0.48% | $140.4M | 130,677 | $77.8M | 99,786 | +30,891+30.96% | Add |
 APPLE INCAAPL |
| 0.67% | 0.03% | $139.2M | 512,000 | $5.0M | 24,500 | +487,500+1,989.80% | Add |
| BBOK FINL CORPBOKF |
| 0.63% | 0.67% | $131.0M | 1.1M | $108.0M | 1.1M | 00.00% | Unchanged |
 AVIS BUDGET GROUP INCCAR |
| 0.61% | 0.3% | $127.4M | 992,800 | $48.2M | 285,000 | +707,800+248.35% | Add |
| QQUALCOMM INCQCOM |
| 0.59% | 0.72% | $123.1M | 719,600 | $117.1M | 735,149 | -15,549-2.12% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.55% | 0.6% | $113.8M | 794,288 | $96.7M | 607,217 | +187,071+30.81% | Add |
 WALMART INCWMT |
| 0.51% | 0.36% | $106.5M | 956,047 | $57.7M | 590,389 | +365,658+61.94% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.48% | 0.33% | $99.1M | 18,510 | $53.8M | 9,298 | +9,212+99.08% | Add |
| BBANK OF AMER CORPBAC |
| 0.46% | 0.25% | $96.6M | 1.8M | $40.3M | 852,555 | +903,652+105.99% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.44% | 0.36% | $92.2M | 518,431 | $58.5M | 429,486 | +88,945+20.71% | Add |
| TTERADYNE INCTER |
| 0.44% | 0.01% | $92.0M | 475,161 | $1.8M | 20,232 | +454,929+2,248.56% | Add |
 HOME DEPOT INCHD |
| 0.41% | 0.53% | $84.4M | 245,410 | $85.3M | 232,625 | +12,785+5.50% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.4% | 0.12% | $83.8M | 237,143 | $19.9M | 61,765 | +175,378+283.94% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.39% | 0.11% | $81.0M | 334,267 | $17.1M | 80,482 | +253,785+315.33% | Add |
 PEPSICO INCPEP |
| 0.39% | 0.22% | $80.6M | 561,406 | $35.9M | 271,861 | +289,545+106.50% | Add |
 ABBVIE INCABBV |
| 0.37% | 0.25% | $76.3M | 334,058 | $41.3M | 222,390 | +111,668+50.21% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.36% | 0.56% | $75.8M | 229,582 | $90.2M | 289,107 | -59,525-20.59% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.36% | 0.28% | $75.3M | 351,576 | $45.4M | 319,653 | +31,923+9.99% | Add |
 CISCO SYS INCCSCO |
| 0.36% | 0.35% | $73.9M | 959,659 | $57.3M | 825,697 | +133,962+16.22% | Add |
 EXXON MOBIL CORPXOM |
| 0.35% | 0.36% | $73.6M | 611,544 | $58.5M | 543,000 | +68,544+12.62% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.32% | 0.25% | $65.6M | 373,405 | $39.8M | 180,112 | +193,293+107.32% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.31% | 0.24% | $64.6M | 399,067 | $38.5M | 209,823 | +189,244+90.19% | Add |
| IISHARES SILVER TRSLV |
| 0.31% | 0.13% | $63.9M | 992,200 | $20.9M | 637,400 | +354,800+55.66% | Add |
 COCA COLA COKO |
| 0.29% | 0.24% | $60.7M | 868,081 | $38.2M | 539,401 | +328,680+60.93% | Add |
