 NVIDIA CORPORATIONNVDA |
| 6.43% | 6.41% | $595.9M | 3.0M | $485.3M | 2.8M | +195,574+7.03% | Add |
 APPLE INCAAPL |
| 5.64% | 5.63% | $522.6M | 1.8M | $426.6M | 1.7M | +124,905+7.43% | Add |
 MICROSOFT CORPMSFT |
| 3.68% | 4.15% | $340.7M | 913,338 | $314.8M | 850,323 | +63,015+7.41% | Add |
 AMAZON COM INCAMZN |
| 3.1% | 3.08% | $286.9M | 1.2M | $233.0M | 1.1M | +85,032+7.60% | Add |
 ALPHABET INCGOOGL |
| 2.78% | 2.53% | $257.7M | 720,991 | $191.7M | 666,638 | +54,353+8.15% | Add |
 BROADCOM INCAVGO |
| 2.37% | 2.22% | $219.9M | 582,071 | $168.0M | 542,892 | +39,179+7.22% | Add |
| AAlphabet Inc Class CGOOG |
| 2.22% | 2.03% | $205.3M | 581,157 | $153.6M | 535,483 | +45,674+8.53% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.73% | 0.57% | $160.0M | 138,652 | $43.5M | 128,871 | +9,781+7.59% | Add |
 BLUE OWL CAP CORPOBDC |
| 1.71% | 2.19% | $158.4M | 14.6M | $165.6M | 15.0M | -400,000-2.67% | Reduce |
 META PLATFORMS INCMETA |
| 1.64% | 1.89% | $152.1M | 270,039 | $143.3M | 250,396 | +19,643+7.84% | Add |
 TESLA INCTSLA |
| 1.57% | 1.58% | $145.6M | 346,113 | $119.7M | 322,050 | +24,063+7.47% | Add |
 ELI LILLY & COLLY |
| 1.26% | 1.1% | $116.7M | 97,267 | $83.4M | 90,724 | +6,543+7.21% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.26% | 0.5% | $116.4M | 200,439 | $38.0M | 186,687 | +13,752+7.37% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.22% | 1.33% | $112.8M | 225,432 | $100.6M | 209,983 | +15,449+7.36% | Add |
 JPMORGAN CHASE & COJPM |
| 1.16% | 1.2% | $107.8M | 329,476 | $90.8M | 308,772 | +20,704+6.71% | Add |
 INTEL CORPINTC |
| 0.88% | 0.31% | $81.1M | 580,816 | $23.7M | 537,662 | +43,154+8.03% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.81% | 0.89% | $75.2M | 295,986 | $67.5M | 276,030 | +19,956+7.23% | Add |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.41% | $70.5M | 97,566 | $31.1M | 90,906 | +6,660+7.33% | Add |
 VISA INCV |
| 0.76% | 0.77% | $70.0M | 204,113 | $58.2M | 192,554 | +11,559+6.00% | Add |
 EXXON MOBIL CORPXOM |
| 0.75% | 1.07% | $69.7M | 509,717 | $81.2M | 478,500 | +31,217+6.52% | Add |
 LAM RESEARCH CORPLRCX |
| 0.72% | 0.4% | $66.6M | 153,766 | $30.6M | 142,986 | +10,780+7.54% | Add |
 WALMART INCWMT |
| 0.66% | 0.82% | $61.1M | 539,054 | $62.4M | 501,980 | +37,074+7.39% | Add |
 CATERPILLAR INCCAT |
| 0.65% | 0.5% | $60.3M | 56,630 | $37.8M | 53,329 | +3,301+6.19% | Add |
 CISCO SYS INCCSCO |
| 0.62% | 0.46% | $57.0M | 485,621 | $35.1M | 452,421 | +33,200+7.34% | Add |
 ABBVIE INCABBV |
| 0.59% | 0.58% | $54.7M | 217,240 | $44.0M | 202,376 | +14,864+7.34% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.67% | $51.0M | 54,555 | $50.7M | 50,882 | +3,673+7.22% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.55% | 0.62% | $51.0M | 99,215 | $46.6M | 93,300 | +5,915+6.34% | Add |
 KLA CORPKLAC |
| 0.52% | 0.29% | $48.4M | 160,540 | $22.1M | 15,009 | +145,531+969.62% | Add |
 GE AEROSPACEGE |
| 0.52% | 0.45% | $47.9M | 128,232 | $34.1M | 120,113 | +8,119+6.76% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.37% | $46.4M | 111,701 | $28.0M | 103,639 | +8,062+7.78% | Add |
| BBANK OF AMER CORPBAC |
| 0.49% | 0.49% | $45.7M | 802,836 | $37.0M | 759,936 | +42,900+5.65% | Add |
 HOME DEPOT INCHD |
| 0.47% | 0.49% | $43.2M | 122,422 | $37.5M | 113,928 | +8,494+7.46% | Add |
 PROCTER & GAMBLE COPG |
| 0.45% | 0.51% | $42.0M | 286,372 | $38.5M | 266,221 | +20,151+7.57% | Add |
| SSANDISK CORP COMSNDK |
| 0.45% | 0.14% | $41.4M | 18,198 | $10.7M | 16,901 | +1,297+7.67% | Add |
 MERCK & CO INCMRK |
| 0.42% | 0.45% | $39.0M | 303,684 | $34.2M | 284,228 | +19,456+6.85% | Add |
 GE VERNOVA INCGEV |
| 0.42% | 0.36% | $38.8M | 33,042 | $27.0M | 30,897 | +2,145+6.94% | Add |
 COCA COLA COKO |
| 0.42% | 0.44% | $38.7M | 476,094 | $33.7M | 443,294 | +32,800+7.40% | Add |
 CHEVRON CORPORATIONCVX |
| 0.41% | 0.59% | $38.2M | 230,169 | $44.4M | 214,624 | +15,545+7.24% | Add |
 NETFLIX INCNFLX |
| 0.4% | 0.61% | $37.0M | 517,745 | $46.5M | 483,546 | +34,199+7.07% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.4% | 0.38% | $36.7M | 36,274 | $29.1M | 34,379 | +1,895+5.51% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.37% | 0.39% | $34.7M | 191,600 | $29.5M | 178,237 | +13,363+7.50% | Add |
 PALO ALTOPANW |
| 0.37% | 0.2% | $34.0M | 99,787 | $14.8M | 92,525 | +7,262+7.85% | Add |
 TEXAS INSTRS INCTXN |
| 0.36% | 0.27% | $33.4M | 111,924 | $20.2M | 103,942 | +7,982+7.68% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.36% | 0.5% | $32.9M | 282,263 | $38.3M | 261,531 | +20,732+7.93% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.35% | 0.34% | $32.5M | 115,552 | $25.9M | 106,994 | +8,558+8.00% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.35% | — | $32.1M | 107,665 | $0 | 0 | +107,665 | New Buy |
 RTX CORPORATIONRTX |
| 0.34% | 0.39% | $31.4M | 165,507 | $29.7M | 153,707 | +11,800+7.68% | Add |
 WELLS FARGO CO NEWWFC |
| 0.34% | 0.37% | $31.1M | 376,286 | $28.2M | 354,151 | +22,135+6.25% | Add |
 MORGAN STANLEYMS |
| 0.33% | 0.3% | $30.8M | 147,400 | $22.7M | 137,841 | +9,559+6.93% | Add |
 ORACLE CORPORCL |
| 0.33% | 0.38% | $30.6M | 208,614 | $28.6M | 194,175 | +14,439+7.44% | Add |
