 NVIDIA CORPORATIONNVDA |
| 8.92% | 8.16% | $456.6M | 2.3M | $382.7M | 2.2M | +87,461+3.99% | Add |
 ALPHABET INCGOOGL |
| 8.32% | 7.5% | $425.8M | 1.2M | $351.4M | 1.2M | -30,668-2.51% | Reduce |
 AMAZON COM INCAMZN |
| 7.96% | 7.66% | $407.5M | 1.7M | $359.3M | 1.7M | -15,310-0.89% | Reduce |
 MICROSOFT CORPMSFT |
| 6.27% | 6.78% | $321.0M | 864,064 | $318.0M | 862,862 | +1,202+0.14% | Add |
 VISA INCV |
| 4.03% | 3.98% | $206.2M | 600,932 | $186.8M | 618,063 | -17,131-2.77% | Reduce |
 APPLE INCAAPL |
| 2.96% | 2.82% | $151.3M | 522,805 | $132.0M | 520,161 | +2,644+0.51% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.69% | 0.83% | $137.7M | 237,061 | $38.9M | 191,165 | +45,896+24.01% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.67% | 2.49% | $136.8M | 146,254 | $116.8M | 117,254 | +29,000+24.73% | Add |
 BROADCOM INCAVGO |
| 2.61% | 2.1% | $133.7M | 353,809 | $98.6M | 318,474 | +35,335+11.10% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.49% | 2.07% | $127.5M | 266,874 | $97.2M | 287,645 | -20,771-7.22% | Reduce |
 META PLATFORMS INCMETA |
| 2.2% | 2.42% | $112.8M | 200,252 | $113.7M | 198,692 | +1,560+0.79% | Add |
 ABBVIE INCABBV |
| 1.94% | 1.88% | $99.3M | 394,497 | $88.2M | 405,604 | -11,107-2.74% | Reduce |
 LINDE PLCLIN |
| 1.91% | 1.92% | $97.9M | 188,602 | $90.1M | 181,722 | +6,880+3.79% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.88% | 2.48% | $96.3M | 1.2M | $116.2M | 1.2M | -8,598-0.69% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.81% | 1.78% | $92.6M | 262,046 | $83.5M | 291,184 | -29,138-10.01% | Reduce |
 CINTAS CORP COMCTAS |
| 1.71% | 1.86% | $87.5M | 514,184 | $87.0M | 514,586 | -402-0.08% | Reduce |
 SLB LIMITEDSLB |
| 1.64% | 1.89% | $84.1M | 1.8M | $88.7M | 1.7M | +82,304+4.77% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.57% | 1.16% | $80.5M | 193,604 | $54.2M | 200,181 | -6,577-3.29% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.5% | 1.86% | $76.9M | 193,424 | $87.0M | 188,756 | +4,668+2.47% | Add |
 DANAHER CORP DEL COMDHR |
| 1.33% | 1.46% | $67.8M | 356,096 | $68.5M | 361,046 | -4,950-1.37% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.3% | 1.36% | $66.6M | 89 | $63.9M | 89 | 00.00% | Unchanged |
 EATON CORP PLCETN |
| 1.3% | 1.27% | $66.3M | 155,633 | $59.4M | 166,101 | -10,468-6.30% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.29% | 1.27% | $66.2M | 202,264 | $59.5M | 202,427 | -163-0.08% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.19% | 1.11% | $61.1M | 337,724 | $52.2M | 315,469 | +22,255+7.05% | Add |
 WELLS FARGO CO NEWWFC |
| 1.12% | 1.12% | $57.1M | 691,389 | $52.7M | 661,427 | +29,962+4.53% | Add |
 ELI LILLY & COLLY |
| 1.05% | 1.01% | $53.9M | 44,977 | $47.5M | 51,640 | -6,663-12.90% | Reduce |
 RANGE RES CORPRRC |
| 1.04% | 1.38% | $53.1M | 1.4M | $64.5M | 1.4M | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.02% | 1.12% | $52.4M | 569,069 | $52.5M | 568,992 | +77+0.01% | Add |
 OWENS CORNING NEW COMOC |
| 0.97% | 0.71% | $49.6M | 312,173 | $33.4M | 308,286 | +3,887+1.26% | Add |
 IDEXX LABS INC COMIDXX |
| 0.92% | 1.07% | $46.9M | 89,000 | $50.0M | 89,000 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.9% | 1.02% | $46.1M | 146,359 | $48.1M | 146,244 | +115+0.08% | Add |
 PALO ALTOPANW |
| 0.77% | 0.33% | $39.3M | 115,327 | $15.5M | 96,962 | +18,365+18.94% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.74% | 0.32% | $37.9M | 32,801 | $14.8M | 43,896 | -11,095-25.28% | Reduce |
 SALESFORCE INCCRM |
| 0.71% | 0.88% | $36.2M | 230,831 | $41.2M | 220,504 | +10,327+4.68% | Add |
| PPARAMOUNT SKYDANCE CORPPSKY |
| 0.68% | 0.68% | $34.8M | 3.5M | $31.8M | 3.5M | 00.00% | Unchanged |
 BOEING COBA |
| 0.66% | 0.66% | $33.9M | 156,470 | $31.1M | 156,470 | 00.00% | Unchanged |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.6% | 0.86% | $30.6M | 717,973 | $40.2M | 641,234 | +76,739+11.97% | Add |
 MERCK & CO INCMRK |
| 0.58% | 0.61% | $29.9M | 232,596 | $28.6M | 237,773 | -5,177-2.18% | Reduce |
 MCDONALDS CORPMCD |
| 0.52% | 0.95% | $26.5M | 97,996 | $44.8M | 144,039 | -46,043-31.97% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.5% | 0.41% | $25.7M | 757,327 | $19.0M | 594,646 | +162,681+27.36% | Add |
| BBANK OF AMER CORPBAC |
| 0.5% | 0.52% | $25.4M | 445,908 | $24.2M | 497,211 | -51,303-10.32% | Reduce |
| NNOVAGOLD RESOURCES INC COM NEWNG |
| 0.49% | 0.9% | $24.9M | 4.2M | $42.0M | 4.7M | -509,768-10.90% | Reduce |
 ZOETIS INC CL AZTS |
| 0.48% | 0.9% | $24.5M | 341,560 | $42.4M | 358,560 | -17,000-4.74% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.46% | 0.39% | $23.8M | 79,769 | $18.1M | 93,066 | -13,297-14.29% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.46% | 0.5% | $23.7M | 328,642 | $23.6M | 327,713 | +929+0.28% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.46% | 0.42% | $23.4M | 45,598 | $19.9M | 39,815 | +5,783+14.52% | Add |
 AURORA INNOVATION INC CLASS AAUR |
| 0.45% | 0.3% | $23.2M | 3.4M | $14.0M | 3.4M | 00.00% | Unchanged |
 TARGA RES CORPTRGP |
| 0.41% | 0.55% | $21.0M | 78,368 | $25.9M | 103,376 | -25,008-24.19% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.4% | 0.37% | $20.7M | 28,221 | $17.4M | 30,199 | -1,978-6.55% | Reduce |
| CCARVANA CO CL ACVNA |
| 0.4% | 0.42% | $20.5M | 312,092 | $19.6M | 62,480 | +249,612+399.51% | Add |
