 NVIDIA CORPORATIONNVDA |
| 14.66% | 13.99% | $255.9M | 1.3M | $223.5M | 1.3M | -2,252-0.18% | Reduce |
 APPLE INCAAPL |
| 9.79% | 9.42% | $170.9M | 590,640 | $150.4M | 592,645 | -2,005-0.34% | Reduce |
| AAlphabet Inc Class CGOOG |
| 6.62% | 5.89% | $115.6M | 327,135 | $94.1M | 328,099 | -964-0.29% | Reduce |
 ALPHABET INCGOOGL |
| 6.26% | 5.51% | $109.2M | 305,497 | $88.0M | 306,149 | -652-0.21% | Reduce |
 MICROSOFT CORPMSFT |
| 6.12% | 6.62% | $106.8M | 286,312 | $105.8M | 285,774 | +538+0.19% | Add |
 PALO ALTOPANW |
| 6.02% | 3.1% | $105.0M | 308,019 | $49.5M | 308,786 | -767-0.25% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 5.23% | 6.1% | $91.3M | 97,596 | $97.5M | 97,829 | -233-0.24% | Reduce |
 AMAZON COM INCAMZN |
| 4.71% | 4.51% | $82.2M | 344,856 | $72.0M | 345,544 | -688-0.20% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.73% | 3.92% | $65.0M | 129,970 | $62.6M | 130,565 | -595-0.46% | Reduce |
 VISA INCV |
| 3.63% | 3.5% | $63.4M | 184,802 | $55.9M | 185,051 | -249-0.13% | Reduce |
 META PLATFORMS INCMETA |
| 3.08% | 3.43% | $53.7M | 95,355 | $54.7M | 95,687 | -332-0.35% | Reduce |
 ELI LILLY & COLLY |
| 2.72% | 2.28% | $47.6M | 39,645 | $36.4M | 39,600 | +45+0.11% | Add |
 IDEXX LABS INC COMIDXX |
| 2.58% | 3.01% | $45.0M | 85,445 | $48.0M | 85,492 | -47-0.05% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.8% | 2.06% | $31.5M | 100,030 | $32.8M | 99,955 | +75+0.08% | Add |
 SALESFORCE INCCRM |
| 1.67% | 2.27% | $29.1M | 185,992 | $36.2M | 194,091 | -8,099-4.17% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.58% | 2% | $27.7M | 69,534 | $32.0M | 69,376 | +158+0.23% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.36% | 1.48% | $23.7M | 256,847 | $23.7M | 256,250 | +597+0.23% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.16% | 1.24% | $20.3M | 39,465 | $19.7M | 39,485 | -20-0.05% | Reduce |
 AUTOZONE INCAZO |
| 1.14% | 1.33% | $19.9M | 6,240 | $21.2M | 6,267 | -27-0.43% | Reduce |
 NETFLIX INCNFLX |
| 1.09% | 1.59% | $19.0M | 265,568 | $25.5M | 264,718 | +850+0.32% | Add |
 ORACLE CORPORCL |
| 1.05% | 1.18% | $18.3M | 124,961 | $18.8M | 127,874 | -2,913-2.28% | Reduce |
 CISCO SYS INCCSCO |
| 0.91% | 0.66% | $15.9M | 135,231 | $10.5M | 135,231 | 00.00% | Unchanged |
 INTUITINTU |
| 0.9% | 1.85% | $15.7M | 60,028 | $29.6M | 68,359 | -8,331-12.19% | Reduce |
 MSCI INCMSCI |
| 0.86% | 0.91% | $15.0M | 26,758 | $14.5M | 26,859 | -101-0.38% | Reduce |
 BLACKROCK INC COMBLK |
| 0.84% | 0.93% | $14.7M | 15,331 | $14.8M | 15,406 | -75-0.49% | Reduce |
 HOME DEPOT INCHD |
| 0.8% | 0.82% | $14.0M | 39,678 | $13.1M | 39,928 | -250-0.63% | Reduce |
 ABBVIE INCABBV |
| 0.6% | 0.59% | $10.5M | 41,919 | $9.4M | 43,044 | -1,125-2.61% | Reduce |
 WW GRAINGER INCGWW |
| 0.59% | 0.52% | $10.3M | 7,568 | $8.2M | 7,563 | +5+0.07% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.59% | 0.63% | $10.3M | 57,620 | $10.0M | 2,378 | +55,242+2,323.04% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.53% | 0.95% | $9.2M | 74,157 | $15.2M | 76,783 | -2,626-3.42% | Reduce |
 UNION PAC CORPUNP |
| 0.49% | 0.47% | $8.5M | 31,238 | $7.6M | 31,238 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.45% | 0.47% | $7.8M | 30,730 | $7.6M | 30,930 | -200-0.65% | Reduce |
 WALMART INCWMT |
| 0.39% | 0.47% | $6.8M | 59,840 | $7.6M | 60,785 | -945-1.55% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.39% | 0.4% | $6.7M | 9 | $6.5M | 9 | 00.00% | Unchanged |
 STARBUCKS CORPSBUX |
| 0.31% | 0.3% | $5.4M | 53,011 | $4.7M | 53,011 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.29% | 0.31% | $5.1M | 34,786 | $5.0M | 34,786 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.29% | 0.38% | $5.1M | 55,666 | $6.0M | 58,474 | -2,808-4.80% | Reduce |
 ADOBE INC COMADBE |
| 0.24% | 0.49% | $4.2M | 20,481 | $7.8M | 32,191 | -11,710-36.38% | Reduce |
 PEPSICO INCPEP |
| 0.24% | 0.3% | $4.1M | 30,501 | $4.7M | 30,501 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.23% | 0.32% | $4.1M | 29,918 | $5.1M | 29,918 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 0.22% | 0.21% | $3.9M | 5,229 | $3.4M | 5,229 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.2% | 0.2% | $3.4M | 26,683 | $3.2M | 26,683 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.15% | 0.17% | $2.6M | 29,773 | $2.8M | 29,773 | 00.00% | Unchanged |
| PPROLOGIS INC. COMPLD |
| 0.15% | 0.16% | $2.5M | 18,804 | $2.5M | 18,804 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.14% | 0.15% | $2.4M | 24,750 | $2.4M | 24,750 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 0.14% | 0.12% | $2.4M | 3,440 | $2.0M | 3,273 | +167+5.10% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.13% | 0.11% | $2.3M | 9,775 | $1.8M | 9,775 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVUG |
| 0.13% | 0.12% | $2.2M | 25,998 | $1.9M | 4,333 | +21,665+500.00% | Add |
 EQUINIX INCEQIX |
| 0.13% | 0.13% | $2.2M | 2,148 | $2.1M | 2,148 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 0.13% | 0.12% | $2.2M | 5,924 | $1.9M | 5,909 | +15+0.25% | Add |
