 NVIDIA CORPORATIONNVDA |
| 4.88% | 4.6% | $3.06B | 15.3M | $2.54B | 14.5M | +749,936+5.16% | Add |
 APPLE INCAAPL |
| 4.07% | 3.81% | $2.55B | 8.8M | $2.10B | 8.3M | +537,468+6.49% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.31% | 0.71% | $2.07B | 2.8M | $392.7M | 603,900 | +2.2M+359.75% | Add |
 MICROSOFT CORPMSFT |
| 2.5% | 3.46% | $1.57B | 4.2M | $1.91B | 5.2M | -950,695-18.45% | Reduce |
 AMAZON COM INCAMZN |
| 2.22% | 2.02% | $1.39B | 5.8M | $1.11B | 5.3M | +493,273+9.22% | Add |
 ALPHABET INCGOOGL |
| 1.89% | 2.12% | $1.18B | 3.3M | $1.17B | 4.1M | -758,236-18.62% | Reduce |
 BROADCOM INCAVGO |
| 1.64% | 1.59% | $1.03B | 2.7M | $875.9M | 2.8M | -108,083-3.82% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.31% | 0.51% | $819.0M | 709,526 | $283.7M | 839,856 | -130,330-15.52% | Reduce |
 META PLATFORMS INCMETA |
| 1.04% | 1.43% | $649.1M | 1.2M | $789.5M | 1.4M | -227,445-16.48% | Reduce |
 ELI LILLY & COLLY |
| 0.98% | 0.94% | $612.0M | 510,261 | $516.2M | 561,216 | -50,955-9.08% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.94% | 0.36% | $590.3M | 1.0M | $200.8M | 986,878 | +29,213+2.96% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.84% | 0.68% | $526.9M | 1.1M | $374.1M | 1.1M | -3,674-0.33% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.81% | 0.76% | $509.8M | 992,619 | $420.2M | 840,983 | +151,636+18.03% | Add |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.84% | $488.5M | 1.4M | $464.8M | 1.6M | -237,748-14.67% | Reduce |
 TESLA INCTSLA |
| 0.74% | 0.87% | $463.5M | 1.1M | $481.0M | 1.3M | -192,024-14.84% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.73% | 0.79% | $460.3M | 1.4M | $433.5M | 1.5M | -67,292-4.57% | Reduce |
 ABBVIE INCABBV |
| 0.71% | 0.73% | $442.5M | 1.8M | $401.4M | 1.8M | -86,799-4.70% | Reduce |
 AMPHENOL CORPAPH |
| 0.7% | 0.44% | $437.3M | 2.5M | $243.3M | 1.9M | +554,577+28.80% | Add |
| CCITIGROUP INCC |
| 0.67% | 0.38% | $421.8M | 3.0M | $207.4M | 1.8M | +1.2M+64.77% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.67% | 0.7% | $421.5M | 450,589 | $386.5M | 387,891 | +62,698+16.16% | Add |
 VISA INCV |
| 0.64% | 0.43% | $398.6M | 1.2M | $234.3M | 775,309 | +386,617+49.87% | Add |
 APPLIED MATLS INCAMAT |
| 0.62% | 0.45% | $388.7M | 537,689 | $250.7M | 733,614 | -195,925-26.71% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.62% | 0.76% | $388.6M | 1.9M | $418.6M | 2.0M | -75,340-3.76% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.62% | 0.55% | $386.0M | 890,869 | $302.8M | 1.4M | -526,444-37.14% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.57% | 0.39% | $360.4M | 6.3M | $215.5M | 4.4M | +1.9M+43.10% | Add |
 ADOBE INC COMADBE |
| 0.57% | 0.65% | $359.9M | 1.8M | $359.1M | 1.5M | +278,046+18.82% | Add |
 AMETEK INC COMAME |
| 0.57% | 0.44% | $356.5M | 1.5M | $244.3M | 1.1M | +333,809+29.29% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.55% | 0.29% | $345.6M | 703,658 | $157.3M | 377,508 | +326,150+86.40% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.54% | 0.29% | $338.1M | 965,855 | $158.1M | 559,780 | +406,075+72.54% | Add |
 PEPSICO INCPEP |
| 0.53% | 0.56% | $333.9M | 2.5M | $311.3M | 2.0M | +461,497+23.02% | Add |
 VICI PPTYS INC COMVICI |
| 0.51% | 0.54% | $318.2M | 12.0M | $298.5M | 10.9M | +1.1M+9.70% | Add |
 KINROSS GOLD CORPKGC |
| 0.48% | 0.7% | $298.2M | 12.6M | $383.5M | 12.6M | +57,330+0.46% | Add |
 KLA CORPKLAC |
| 0.45% | 0.22% | $284.7M | 943,583 | $120.3M | 81,698 | +861,885+1,054.96% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.45% | 0.21% | $280.8M | 3.0M | $114.6M | 1.2M | +1.8M+145.60% | Add |
 T-MOBILE US INC COMTMUS |
| 0.44% | 0.39% | $277.0M | 1.7M | $215.9M | 1.0M | +623,978+60.71% | Add |
 NETFLIX INCNFLX |
| 0.44% | 0.41% | $277.0M | 3.9M | $226.6M | 2.4M | +1.5M+64.58% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.43% | 0.44% | $272.5M | 436,956 | $243.5M | 315,212 | +121,744+38.62% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.43% | 0.63% | $270.5M | 4.7M | $345.0M | 5.7M | -994,497-17.48% | Reduce |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.43% | 0.24% | $269.2M | 3.6M | $132.8M | 1.8M | +1.8M+104.65% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.42% | 0.5% | $266.4M | 1.5M | $273.2M | 64,892 | +1.4M+2,203.11% | Add |
 GE AEROSPACEGE |
| 0.42% | 0.47% | $263.5M | 705,027 | $258.8M | 912,158 | -207,131-22.71% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.42% | 0.27% | $263.2M | 1.8M | $146.9M | 1.2M | +675,595+58.06% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.38% | 0.21% | $240.4M | 7.1M | $117.0M | 3.7M | +3.4M+93.41% | Add |
 CHEVRON CORPORATIONCVX |
| 0.38% | 0.24% | $238.9M | 1.4M | $131.9M | 637,443 | +803,822+126.10% | Add |
 INTUITINTU |
| 0.37% | 0.26% | $231.8M | 888,034 | $141.1M | 326,255 | +561,779+172.19% | Add |
 AMERIPRISE FINL INCAMP |
| 0.36% | 0.25% | $228.3M | 497,670 | $140.4M | 315,956 | +181,714+57.51% | Add |
 GENERAL MTRS COGM |
| 0.35% | 0.5% | $222.3M | 2.9M | $277.6M | 3.7M | -842,770-22.62% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.35% | 0.36% | $222.0M | 934,556 | $197.7M | 935,759 | -1,203-0.13% | Reduce |
 ROSS STORES INC COMROST |
| 0.35% | 0.22% | $218.3M | 1.0M | $122.2M | 564,249 | +461,507+81.79% | Add |
 TJX COS INC NEWTJX |
| 0.35% | 0.34% | $217.4M | 1.4M | $189.9M | 1.2M | +246,108+20.70% | Add |
