 APPLE INCAAPL |
| 6.73% | 6.93% | $61.7M | 213,177 | $53.7M | 211,698 | +1,479+0.70% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.3% | 6.22% | $57.8M | 288,742 | $48.2M | 276,570 | +12,172+4.40% | Add |
 MICROSOFT CORPMSFT |
| 4.44% | 4.97% | $40.7M | 108,982 | $38.5M | 104,124 | +4,858+4.67% | Add |
 ALPHABET INCGOOGL |
| 4.31% | 4.02% | $39.5M | 110,453 | $31.2M | 108,436 | +2,017+1.86% | Add |
 BROADCOM INCAVGO |
| 3.12% | 3.12% | $28.6M | 75,634 | $24.2M | 78,145 | -2,511-3.21% | Reduce |
 AMAZON COM INCAMZN |
| 3.03% | 3.05% | $27.8M | 116,543 | $23.7M | 113,653 | +2,890+2.54% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.1% | 0.75% | $19.2M | 16,667 | $5.8M | 17,113 | -446-2.61% | Reduce |
 ELI LILLY & COLLY |
| 1.97% | 1.81% | $18.1M | 15,076 | $14.0M | 15,229 | -153-1.00% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.71% | 1.77% | $15.6M | 47,806 | $13.7M | 46,629 | +1,177+2.52% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.61% | 0.56% | $14.8M | 25,415 | $4.3M | 21,339 | +4,076+19.10% | Add |
 META PLATFORMS INCMETA |
| 1.56% | 1.81% | $14.3M | 25,371 | $14.1M | 24,569 | +802+3.26% | Add |
 TESLA INCTSLA |
| 1.48% | 1.51% | $13.6M | 32,354 | $11.7M | 31,555 | +799+2.53% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.31% | 1.34% | $12.0M | 47,173 | $10.4M | 42,493 | +4,680+11.01% | Add |
 APPLIED MATLS INCAMAT |
| 1.29% | 0.41% | $11.8M | 16,369 | $3.2M | 9,224 | +7,145+77.46% | Add |
 CATERPILLAR INCCAT |
| 1.11% | 0.86% | $10.2M | 9,594 | $6.7M | 9,468 | +126+1.33% | Add |
 EXXON MOBIL CORPXOM |
| 1.11% | 1.49% | $10.2M | 74,506 | $11.6M | 68,082 | +6,424+9.44% | Add |
 KLA CORPKLAC |
| 1.06% | 0.9% | $9.8M | 32,329 | $7.0M | 4,724 | +27,605+584.36% | Add |
 LAM RESEARCH CORPLRCX |
| 1.05% | 0.46% | $9.6M | 22,162 | $3.5M | 16,606 | +5,556+33.46% | Add |
 VISA INCV |
| 1% | 1.04% | $9.1M | 26,626 | $8.1M | 26,682 | -56-0.21% | Reduce |
 INTEL CORPINTC |
| 0.82% | — | $7.5M | 53,776 | $0 | 0 | +53,776 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 0.81% | 0.82% | $7.5M | 7,382 | $6.3M | 7,481 | -99-1.32% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.81% | 0.79% | $7.4M | 14,828 | $6.2M | 12,844 | +1,984+15.45% | Add |
 QUANTA SVCS INCPWR |
| 0.78% | 0.68% | $7.1M | 9,897 | $5.3M | 9,665 | +232+2.40% | Add |
 CISCO SYS INCCSCO |
| 0.77% | 0.6% | $7.1M | 60,073 | $4.7M | 60,202 | -129-0.21% | Reduce |
 COCA COLA COKO |
| 0.77% | 0.74% | $7.1M | 86,761 | $5.7M | 75,577 | +11,184+14.80% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.75% | 0.57% | $6.9M | 16,577 | $4.4M | 16,367 | +210+1.28% | Add |
 WALMART INCWMT |
| 0.73% | 0.78% | $6.7M | 59,068 | $6.0M | 48,586 | +10,482+21.57% | Add |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.68% | $6.5M | 18,274 | $5.2M | 18,277 | -3-0.02% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.67% | 0.84% | $6.1M | 6,532 | $6.5M | 6,506 | +26+0.40% | Add |
 PROCTER & GAMBLE COPG |
| 0.65% | 0.77% | $6.0M | 40,881 | $6.0M | 41,364 | -483-1.17% | Reduce |
 GE AEROSPACEGE |
| 0.64% | 0.57% | $5.9M | 15,695 | $4.4M | 15,623 | +72+0.46% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.63% | 0.85% | $5.8M | 136,232 | $6.6M | 130,596 | +5,636+4.32% | Add |
 AMGEN INC COMAMGN |
| 0.62% | 0.72% | $5.7M | 15,782 | $5.6M | 15,910 | -128-0.80% | Reduce |
| CCITIGROUP INCC |
| 0.59% | 0.49% | $5.4M | 38,933 | $3.8M | 33,454 | +5,479+16.38% | Add |
 LINDE PLCLIN |
| 0.58% | 0.54% | $5.3M | 10,266 | $4.2M | 8,441 | +1,825+21.62% | Add |
 CHEVRON CORPORATIONCVX |
| 0.58% | 0.71% | $5.3M | 32,045 | $5.5M | 26,593 | +5,452+20.50% | Add |
 MERCK & CO INCMRK |
| 0.57% | 0.62% | $5.2M | 40,649 | $4.8M | 39,931 | +718+1.80% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.53% | 0.45% | $4.8M | 17,169 | $3.5M | 14,436 | +2,733+18.93% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.51% | 0.61% | $4.6M | 80,607 | $4.7M | 78,220 | +2,387+3.05% | Add |
 MORGAN STANLEYMS |
| 0.5% | 0.3% | $4.6M | 22,058 | $2.3M | 13,918 | +8,140+58.49% | Add |
 PULTE GROUP INCPHM |
| 0.5% | 0.51% | $4.6M | 33,328 | $3.9M | 33,367 | -39-0.12% | Reduce |
 ORACLE CORPORCL |
| 0.49% | 0.58% | $4.5M | 30,754 | $4.5M | 30,674 | +80+0.26% | Add |
 NORTHERN TR CORPNTRS |
| 0.49% | 0.41% | $4.4M | 25,572 | $3.2M | 22,847 | +2,725+11.93% | Add |
 3M CO COMMMM |
| 0.48% | 0.51% | $4.4M | 27,314 | $3.9M | 27,049 | +265+0.98% | Add |
 RTX CORPORATIONRTX |
| 0.48% | 0.52% | $4.4M | 22,998 | $4.1M | 20,996 | +2,002+9.54% | Add |
 GE VERNOVA INCGEV |
| 0.47% | 0.42% | $4.4M | 3,703 | $3.2M | 3,718 | -15-0.40% | Reduce |
 FORTINET INCFTNT |
| 0.47% | 0.3% | $4.3M | 28,106 | $2.3M | 28,157 | -51-0.18% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.44% | 0.65% | $4.0M | 7,880 | $5.0M | 10,075 | -2,195-21.79% | Reduce |
 EOG RES INCEOG |
| 0.42% | 0.45% | $3.9M | 29,870 | $3.5M | 23,980 | +5,890+24.56% | Add |
| CCBRE GROUP INC CL ACBRE |
| 0.42% | 0.49% | $3.8M | 28,543 | $3.8M | 27,775 | +768+2.77% | Add |
