 NVIDIA CORPORATIONNVDA |
| 4.4% | 4.58% | $2.93B | 14.6M | $2.67B | 15.3M | -680,072-4.44% | Reduce |
 APPLE INCAAPL |
| 2.93% | 2.28% | $1.95B | 6.7M | $1.33B | 5.2M | +1.5M+28.54% | Add |
 MICROSOFT CORPMSFT |
| 2.45% | 2.94% | $1.63B | 4.4M | $1.71B | 4.6M | -265,244-5.73% | Reduce |
 ALPHABET INCGOOGL |
| 2.36% | 2.35% | $1.57B | 4.4M | $1.37B | 4.8M | -382,320-8.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.09% | 0.84% | $1.39B | 2.4M | $490.9M | 2.4M | -17,723-0.73% | Reduce |
 AMAZON COM INCAMZN |
| 2.07% | 2.07% | $1.38B | 5.8M | $1.21B | 5.8M | +128+0.00% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.91% | 1.56% | $1.27B | 2.7M | $910.0M | 2.7M | -35,799-1.33% | Reduce |
 BROADCOM INCAVGO |
| 1.49% | 1.4% | $992.5M | 2.6M | $816.8M | 2.6M | -11,610-0.44% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.09% | 0.01% | $723.7M | 1.7M | $4.0M | 18,919 | +1.7M+8,727.88% | Add |
 ELI LILLY & COLLY |
| 0.95% | 0.23% | $631.1M | 526,202 | $133.2M | 144,813 | +381,389+263.37% | Add |
 META PLATFORMS INCMETA |
| 0.81% | 1.22% | $542.3M | 962,658 | $714.0M | 1.2M | -285,394-22.87% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.81% | 0.48% | $538.3M | 1.8M | $279.0M | 1.4M | +369,019+25.68% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.8% | 0.88% | $533.4M | 2.0M | $511.1M | 2.2M | -233,891-10.55% | Reduce |
 VISA INCV |
| 0.78% | 0.82% | $521.3M | 1.5M | $480.9M | 1.6M | -71,716-4.51% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.73% | 0.56% | $488.7M | 423,420 | $329.7M | 975,983 | -552,563-56.62% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.72% | 0.41% | $478.2M | 748,606 | $241.2M | 891,662 | -143,056-16.04% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.71% | 0.82% | $476.1M | 3.8M | $480.4M | 3.4M | +321,682+9.33% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.71% | 0.63% | $472.9M | 2.7M | $369.6M | 87,783 | +2.6M+2,922.69% | Add |
| IISHARES TREFG |
| 0.71% | 0.44% | $469.6M | 3.8M | $257.1M | 2.3M | +1.5M+63.45% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.6% | 0.71% | $397.1M | 773,178 | $412.9M | 826,331 | -53,153-6.43% | Reduce |
 ASML HLDG NVASML |
| 0.58% | 0.44% | $388.7M | 195,386 | $257.3M | 194,837 | +549+0.28% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.57% | 0.53% | $377.9M | 550,176 | $308.5M | 516,226 | +33,950+6.58% | Add |
 NETFLIX INCNFLX |
| 0.45% | 0.74% | $296.9M | 4.2M | $430.2M | 4.5M | -315,948-7.06% | Reduce |
 CISCO SYS INCCSCO |
| 0.42% | 0.37% | $278.2M | 2.4M | $217.1M | 2.8M | -430,532-15.38% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.41% | 0.32% | $271.9M | 376,095 | $184.0M | 538,347 | -162,252-30.14% | Reduce |
| DDOORDASH INCDASH |
| 0.39% | 0.17% | $259.1M | 1.4M | $101.7M | 677,231 | +726,727+107.31% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.38% | 0.47% | $251.1M | 631,382 | $273.8M | 593,952 | +37,430+6.30% | Add |
 CARRIER GLOBALCARR |
| 0.38% | 0.34% | $249.9M | 3.4M | $197.2M | 3.5M | -95,373-2.72% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.37% | 0.21% | $246.7M | 145,334 | $119.8M | 69,281 | +76,053+109.77% | Add |
 DANAHER CORP DEL COMDHR |
| 0.37% | 0.49% | $246.7M | 1.3M | $285.8M | 1.5M | -212,526-14.10% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.36% | 0.38% | $238.3M | 2.6M | $221.7M | 2.8M | -134,941-4.87% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.36% | 0.59% | $236.9M | 1.9M | $343.3M | 2.2M | -258,020-11.82% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.35% | 0.31% | $230.5M | 936,010 | $179.7M | 863,712 | +72,298+8.37% | Add |
 EXXON MOBIL CORPXOM |
| 0.35% | 0.52% | $230.1M | 1.7M | $302.8M | 1.8M | -101,953-5.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.35% | 0.35% | $230.1M | 702,937 | $203.5M | 691,751 | +11,186+1.62% | Add |
 IDEXX LABS INC COMIDXX |
| 0.33% | 0.38% | $221.9M | 421,519 | $224.4M | 399,376 | +22,143+5.54% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.33% | 0.51% | $221.0M | 2.3M | $296.2M | 2.4M | -58,139-2.46% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.33% | 0.35% | $220.4M | 541,169 | $205.5M | 483,224 | +57,945+11.99% | Add |
| VVANGUARD SCOTTSDALE FDSVONG |
| 0.32% | — | $214.0M | 1.7M | $0 | 0 | +1.7M | New Buy |
 VULCAN MATLS COVMC |
| 0.32% | 0.34% | $213.2M | 722,640 | $197.5M | 725,464 | -2,824-0.39% | Reduce |
| IISHARES TRIEFA |
| 0.31% | 0.44% | $209.0M | 2.2M | $258.3M | 2.9M | -689,145-24.16% | Reduce |
 ABBVIE INCABBV |
| 0.31% | 0.26% | $206.7M | 821,326 | $153.8M | 707,370 | +113,956+16.11% | Add |
| PPROLOGIS INC. COMPLD |
| 0.31% | 0.35% | $206.0M | 1.5M | $204.6M | 1.5M | -27,714-1.79% | Reduce |
 Old National Bancorp CORP COMMONONB |
| 0.3% | 0.36% | $199.3M | 7.7M | $212.4M | 9.6M | -1.9M-19.93% | Reduce |
 GE AEROSPACEGE |
| 0.3% | 0.02% | $199.2M | 533,098 | $12.5M | 44,219 | +488,879+1,105.59% | Add |
 AMPHENOL CORPAPH |
| 0.29% | 0.24% | $194.8M | 1.1M | $141.6M | 1.1M | -15,558-1.39% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.29% | 0.16% | $191.1M | 2.6M | $91.2M | 1.3M | +1.4M+108.95% | Add |
 MORGAN STANLEYMS |
| 0.29% | 0.26% | $190.7M | 912,086 | $150.5M | 914,518 | -2,432-0.27% | Reduce |
 WELLTOWER INC COMWELL |
| 0.28% | 0.27% | $189.5M | 835,093 | $160.3M | 810,731 | +24,362+3.00% | Add |
 BLACK HILLS CORPBKH |
| 0.28% | 0.32% | $185.8M | 2.5M | $186.0M | 2.7M | -182,225-6.80% | Reduce |
