 NVIDIA CORPORATIONNVDA |
| 6.41% | 5.99% | $4.20B | 21.0M | $3.84B | 22.0M | -1.0M-4.68% | Reduce |
 APPLE INCAAPL |
| 4.8% | 4.41% | $3.15B | 10.9M | $2.83B | 11.2M | -254,001-2.27% | Reduce |
 MICROSOFT CORPMSFT |
| 3.77% | 3.92% | $2.47B | 6.6M | $2.52B | 6.8M | -168,043-2.47% | Reduce |
 ALPHABET INCGOOGL |
| 3.52% | 3.1% | $2.31B | 6.5M | $1.99B | 7.0M | -457,608-6.58% | Reduce |
 AMAZON COM INCAMZN |
| 3.29% | 3.06% | $2.16B | 9.1M | $1.97B | 9.5M | -349,812-3.68% | Reduce |
 BROADCOM INCAVGO |
| 2.19% | 1.83% | $1.43B | 3.8M | $1.17B | 3.8M | +1,972+0.05% | Add |
| AAlphabet Inc Class CGOOG |
| 2% | 1.76% | $1.31B | 3.8M | $1.13B | 4.0M | -230,993-5.79% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.79% | 0.59% | $1.18B | 1.0M | $376.9M | 1.1M | -95,958-8.56% | Reduce |
 META PLATFORMS INCMETA |
| 1.68% | 1.89% | $1.10B | 2.0M | $1.21B | 2.1M | -158,221-7.44% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.55% | 0.56% | $1.01B | 1.8M | $361.2M | 1.8M | -20,101-1.13% | Reduce |
 TESLA INCTSLA |
| 1.15% | 1.06% | $751.7M | 1.8M | $681.2M | 1.8M | -43,816-2.37% | Reduce |
 ELI LILLY & COLLY |
| 1.11% | 0.85% | $729.3M | 610,128 | $544.5M | 593,169 | +16,959+2.86% | Add |
 VISA INCV |
| 1.09% | 1% | $716.4M | 2.1M | $643.3M | 2.1M | -39,424-1.85% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.95% | 0.48% | $625.9M | 874,439 | $310.8M | 915,541 | -41,102-4.49% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.89% | 0.48% | $586.5M | 1.4M | $305.4M | 1.4M | -75,813-5.30% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.87% | $551.7M | 1.7M | $555.2M | 1.9M | -200,236-10.54% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.84% | 0.83% | $551.5M | 2.2M | $529.7M | 2.2M | +7,210+0.33% | Add |
 CISCO SYS INCCSCO |
| 0.76% | 0.53% | $495.8M | 4.3M | $343.2M | 4.4M | -189,865-4.27% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.75% | 0.79% | $494.2M | 964,834 | $509.2M | 1.0M | -56,569-5.54% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.66% | 0.67% | $434.0M | 872,850 | $430.2M | 902,843 | -29,993-3.32% | Reduce |
 LINDE PLCLIN |
| 0.65% | 0.67% | $424.4M | 818,048 | $430.5M | 868,449 | -50,401-5.80% | Reduce |
 INTEL CORPINTC |
| 0.63% | 0.23% | $415.2M | 3.0M | $149.9M | 3.4M | -392,739-11.52% | Reduce |
 WALMART INCWMT |
| 0.63% | 0.71% | $412.1M | 3.6M | $458.2M | 3.7M | -49,632-1.34% | Reduce |
 KLA CORPKLAC |
| 0.6% | 0.29% | $392.8M | 1.3M | $184.3M | 125,525 | +1.2M+936.40% | Add |
 ABBVIE INCABBV |
| 0.55% | 0.51% | $358.3M | 1.4M | $328.0M | 1.5M | -75,567-4.96% | Reduce |
 PALO ALTOPANW |
| 0.51% | 0.28% | $332.9M | 976,561 | $182.4M | 1.1M | -159,443-14.04% | Reduce |
 NETFLIX INCNFLX |
| 0.51% | 0.72% | $332.3M | 4.6M | $460.1M | 4.8M | -138,442-2.90% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.48% | 0.51% | $314.4M | 337,914 | $328.1M | 331,303 | +6,611+2.00% | Add |
 PROCTER & GAMBLE COPG |
| 0.47% | 0.46% | $305.3M | 2.1M | $296.4M | 2.0M | +31,541+1.54% | Add |
 CATERPILLAR INCCAT |
| 0.45% | 0.31% | $294.5M | 281,908 | $197.0M | 282,491 | -583-0.21% | Reduce |
 WELLTOWER INC COMWELL |
| 0.43% | 0.36% | $283.2M | 1.2M | $232.3M | 1.2M | +72,969+6.20% | Add |
 COCA COLA COKO |
| 0.42% | 0.4% | $273.2M | 3.4M | $254.0M | 3.4M | +25,607+0.76% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.41% | 0.16% | $265.6M | 895,414 | $103.5M | 1.0M | -151,162-14.44% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.29% | $265.4M | 957,093 | $184.8M | 771,059 | +186,034+24.13% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.4% | 0.28% | $265.4M | 630,368 | $182.8M | 639,995 | -9,627-1.50% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.4% | 0.38% | $264.8M | 4.7M | $241.6M | 5.0M | -298,460-5.99% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.39% | 0.51% | $253.7M | 1.9M | $325.8M | 1.9M | -67,847-3.52% | Reduce |
 SALESFORCE INCCRM |
| 0.38% | 0.44% | $252.0M | 1.6M | $282.6M | 1.5M | +92,324+6.11% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.38% | 0.2% | $250.3M | 393,954 | $127.7M | 473,874 | -79,920-16.87% | Reduce |
 MERCK & CO INCMRK |
| 0.37% | 0.39% | $244.9M | 1.9M | $247.1M | 2.1M | -141,737-6.90% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.37% | 0.3% | $239.4M | 604,092 | $189.5M | 596,587 | +7,505+1.26% | Add |
| QQUALCOMM INCQCOM |
| 0.36% | 0.32% | $237.4M | 1.3M | $203.8M | 1.6M | -293,854-18.59% | Reduce |
 AMPHENOL CORPAPH |
| 0.36% | 0.28% | $236.8M | 1.3M | $181.9M | 1.4M | -95,344-6.62% | Reduce |
 MCDONALDS CORPMCD |
| 0.35% | 0.43% | $232.5M | 859,590 | $277.8M | 895,828 | -36,238-4.05% | Reduce |
 MORGAN STANLEYMS |
| 0.35% | 0.29% | $232.5M | 1.1M | $183.4M | 1.1M | -177-0.02% | Reduce |
 HOME DEPOT INCHD |
| 0.35% | 0.37% | $230.7M | 654,477 | $237.5M | 721,705 | -67,228-9.32% | Reduce |
 PEPSICO INCPEP |
| 0.34% | 0.42% | $224.8M | 1.7M | $266.7M | 1.7M | -59,190-3.45% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.34% | 0.32% | $221.5M | 1.2M | $207.1M | 49,225 | +1.2M+2,416.73% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.34% | 0.38% | $221.4M | 130,463 | $247.0M | 142,882 | -12,419-8.69% | Reduce |
 EQUINIX INCEQIX |
| 0.33% | 0.35% | $217.5M | 208,983 | $224.3M | 229,141 | -20,158-8.80% | Reduce |
