 NVIDIA CORPORATIONNVDA |
| 6.14% | 6.24% | $99.7M | 498,107 | $86.7M | 497,045 | +1,062+0.21% | Add |
 APPLE INCAAPL |
| 5.91% | 6.09% | $95.9M | 331,457 | $84.5M | 333,008 | -1,551-0.47% | Reduce |
 MICROSOFT CORPMSFT |
| 3.12% | 3.63% | $50.7M | 135,978 | $50.3M | 135,978 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 2.74% | 2.58% | $44.5M | 124,440 | $35.8M | 124,440 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.39% | 2.29% | $38.9M | 102,919 | $31.9M | 102,919 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2.22% | 2.27% | $36.0M | 151,010 | $31.5M | 151,010 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.19% | 2.08% | $35.6M | 100,630 | $28.9M | 100,630 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 1.79% | 0.63% | $29.1M | 25,211 | $8.7M | 25,754 | -543-2.11% | Reduce |
 META PLATFORMS INCMETA |
| 1.78% | 2.11% | $28.8M | 51,211 | $29.3M | 51,270 | -59-0.12% | Reduce |
 TESLA INCTSLA |
| 1.63% | 1.71% | $26.4M | 62,842 | $23.7M | 63,773 | -931-1.46% | Reduce |
 ELI LILLY & COLLY |
| 1.58% | 1.42% | $25.7M | 21,410 | $19.7M | 21,410 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.44% | 1.52% | $23.5M | 71,665 | $21.1M | 71,665 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 1.42% | 0.78% | $23.0M | 31,873 | $10.9M | 31,873 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.38% | 0.56% | $22.4M | 38,530 | $7.8M | 38,530 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.92% | 0.98% | $15.0M | 59,055 | $13.7M | 55,943 | +3,112+5.56% | Add |
 HOME DEPOT INCHD |
| 0.88% | 0.88% | $14.3M | 40,656 | $12.2M | 37,169 | +3,487+9.38% | Add |
 WALMART INCWMT |
| 0.85% | 1.09% | $13.8M | 121,850 | $15.1M | 121,850 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.84% | 0.83% | $13.7M | 54,506 | $11.6M | 53,171 | +1,335+2.51% | Add |
 LAM RESEARCH CORPLRCX |
| 0.83% | 0.48% | $13.5M | 31,227 | $6.7M | 31,227 | 00.00% | Unchanged |
 VISA INCV |
| 0.8% | 0.86% | $12.9M | 37,706 | $11.9M | 39,428 | -1,722-4.37% | Reduce |
 INTEL CORPINTC |
| 0.76% | 0.34% | $12.4M | 88,826 | $4.7M | 107,446 | -18,620-17.33% | Reduce |
 CISCO SYS INCCSCO |
| 0.71% | 0.58% | $11.5M | 98,040 | $8.1M | 104,223 | -6,183-5.93% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.66% | 0.79% | $10.7M | 72,997 | $11.0M | 76,006 | -3,009-3.96% | Reduce |
| FFIRST AMERICANFGXXX |
| 0.61% | 0.32% | $9.9M | 9.9M | $4.5M | 4.5M | +5.4M+120.22% | Add |
| BBANK OF AMER CORPBAC |
| 0.61% | 0.61% | $9.9M | 173,310 | $8.4M | 173,310 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.58% | 0.61% | $9.5M | 18,872 | $8.5M | 17,310 | +1,562+9.02% | Add |
 KLA CORPKLAC |
| 0.56% | 0.32% | $9.1M | 30,300 | $4.5M | 3,030 | +27,270+900.00% | Add |
 MERCK & CO INCMRK |
| 0.56% | 0.61% | $9.0M | 70,254 | $8.5M | 70,254 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.54% | 0.53% | $8.8M | 8,730 | $7.4M | 8,730 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.54% | 0.62% | $8.8M | 17,176 | $8.6M | 17,176 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.53% | 0.59% | $8.6M | 16,648 | $8.3M | 16,648 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.53% | 0.58% | $8.6M | 105,220 | $8.0M | 105,220 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.52% | 0.25% | $8.5M | 24,994 | $3.5M | 21,776 | +3,218+14.78% | Add |
 CONOCOPHILLIPSCOP |
| 0.52% | 0.69% | $8.4M | 80,739 | $9.5M | 72,175 | +8,564+11.87% | Add |
 NETFLIX INCNFLX |
| 0.5% | 0.75% | $8.2M | 114,690 | $10.4M | 108,094 | +6,596+6.10% | Add |
| SSANDISK CORP COMSNDK |
| 0.49% | 0.16% | $7.9M | 3,493 | $2.2M | 3,493 | 00.00% | Unchanged |
 TRANE TECHNOLOGIES PLCTT |
| 0.49% | 0.48% | $7.9M | 16,060 | $6.7M | 16,060 | 00.00% | Unchanged |
 DEERE & CODE |
| 0.48% | 0.5% | $7.8M | 12,223 | $6.9M | 12,223 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.46% | 0.37% | $7.4M | 6,313 | $5.2M | 5,900 | +413+7.00% | Add |
| CCITIGROUP INCC |
| 0.43% | 0.41% | $7.1M | 50,406 | $5.7M | 50,406 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 0.42% | 0.38% | $6.8M | 32,291 | $5.3M | 32,291 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.41% | 0.16% | $6.7M | 22,460 | $2.2M | 22,460 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.4% | 0.25% | $6.5M | 6,691 | $3.5M | 8,943 | -2,252-25.18% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.36% | 0.3% | $5.8M | 11,678 | $4.2M | 11,678 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 0.35% | 0.23% | $5.7M | 8,897 | $3.2M | 11,716 | -2,819-24.06% | Reduce |
| QQUALCOMM INCQCOM |
| 0.35% | 0.32% | $5.7M | 30,609 | $4.4M | 34,250 | -3,641-10.63% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.35% | 0.38% | $5.6M | 31,557 | $5.3M | 1,259 | +30,298+2,406.51% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.34% | 0.52% | $5.6M | 5,954 | $7.3M | 7,299 | -1,345-18.43% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.34% | 0.24% | $5.5M | 18,601 | $3.3M | 17,236 | +1,365+7.92% | Add |
 ARISTA NETWORKS INCANET |
| 0.34% | 0.29% | $5.5M | 32,530 | $4.0M | 32,530 | 00.00% | Unchanged |
