 NVIDIA CORPORATIONNVDA |
| 6.62% | 6.56% | $3.60B | 18.0M | $3.13B | 17.9M | +51,814+0.29% | Add |
 APPLE INCAAPL |
| 5.5% | 5.31% | $2.99B | 10.3M | $2.53B | 10.0M | +355,942+3.57% | Add |
 ALPHABET INCGOOGL |
| 4.66% | 4.23% | $2.53B | 7.1M | $2.02B | 7.0M | +67,949+0.97% | Add |
 MICROSOFT CORPMSFT |
| 3.98% | 4.41% | $2.16B | 5.8M | $2.10B | 5.7M | +117,089+2.06% | Add |
 AMAZON COM INCAMZN |
| 3.9% | 3.86% | $2.12B | 8.9M | $1.84B | 8.8M | +68,469+0.77% | Add |
 ASTRAZENECA PLCAZN |
| 3.54% | 4.26% | $1.93B | 10.2M | $2.03B | 10.3M | -138,537-1.35% | Reduce |
 BROADCOM INCAVGO |
| 2.62% | 2.64% | $1.42B | 3.8M | $1.26B | 4.1M | -299,988-7.38% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.9% | 0.69% | $1.03B | 895,924 | $329.5M | 975,315 | -79,391-8.14% | Reduce |
 VISA INCV |
| 1.61% | 1.42% | $874.9M | 2.6M | $676.8M | 2.2M | +310,906+13.88% | Add |
 ELI LILLY & COLLY |
| 1.43% | 1.27% | $774.7M | 645,864 | $603.9M | 656,585 | -10,721-1.63% | Reduce |
 META PLATFORMS INCMETA |
| 1.37% | 1.61% | $745.1M | 1.3M | $765.5M | 1.3M | -15,289-1.14% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.34% | 1.13% | $726.5M | 1.5M | $538.2M | 1.6M | -71,378-4.48% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.32% | 1.37% | $716.8M | 2.2M | $653.0M | 2.2M | -30,026-1.35% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.3% | 1.22% | $709.1M | 2.0M | $583.8M | 2.0M | -28,270-1.39% | Reduce |
 TESLA INCTSLA |
| 1.22% | 1.22% | $663.1M | 1.6M | $581.1M | 1.6M | +13,399+0.86% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.09% | 0.44% | $592.8M | 1.0M | $210.1M | 1.0M | -12,084-1.17% | Reduce |
 INTEL CORPINTC |
| 1.07% | 0.43% | $581.8M | 4.2M | $202.9M | 4.6M | -431,955-9.39% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.87% | 0.96% | $472.0M | 943,362 | $457.4M | 954,605 | -11,243-1.18% | Reduce |
 CISCO SYS INCCSCO |
| 0.71% | 0.51% | $387.3M | 3.3M | $243.4M | 3.1M | +159,777+5.09% | Add |
 MERCK & CO INCMRK |
| 0.71% | 0.73% | $383.8M | 3.0M | $348.4M | 2.9M | +90,883+3.14% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.65% | 0.8% | $354.8M | 209,028 | $381.5M | 220,654 | -11,626-5.27% | Reduce |
 ABBVIE INCABBV |
| 0.62% | 0.62% | $337.8M | 1.3M | $294.0M | 1.4M | -9,234-0.68% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.61% | 0.34% | $332.6M | 460,003 | $163.7M | 478,933 | -18,930-3.95% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.6% | 0.39% | $324.7M | 1.1M | $187.7M | 966,987 | +122,205+12.64% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.57% | 0.43% | $309.8M | 745,305 | $204.5M | 755,589 | -10,284-1.36% | Reduce |
 LINDE PLCLIN |
| 0.56% | 0.58% | $304.9M | 587,555 | $277.3M | 559,373 | +28,182+5.04% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.56% | 0.62% | $302.1M | 1.2M | $294.0M | 1.2M | -13,216-1.10% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.55% | 0.8% | $301.6M | 2.2M | $379.7M | 2.2M | -31,734-1.42% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.53% | 0.3% | $286.7M | 661,673 | $144.0M | 673,896 | -12,223-1.81% | Reduce |
 HOME DEPOT INCHD |
| 0.53% | 0.56% | $285.7M | 810,136 | $265.1M | 805,946 | +4,190+0.52% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.51% | 0.4% | $279.5M | 141,047 | $190.7M | 138,256 | +2,791+2.02% | Add |
 CORE & MAIN INCCNM |
| 0.49% | 0.6% | $264.8M | 5.5M | $284.2M | 5.8M | -264,028-4.59% | Reduce |
 CATERPILLAR INCCAT |
| 0.48% | 0.37% | $259.1M | 243,317 | $176.3M | 248,917 | -5,600-2.25% | Reduce |
 WABTECWAB |
| 0.48% | 0.52% | $259.1M | 960,916 | $248.0M | 992,449 | -31,533-3.18% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.46% | 0.45% | $252.6M | 249,777 | $215.5M | 254,681 | -4,904-1.93% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.46% | 0.41% | $251.5M | 3.2M | $194.8M | 2.1M | +1.1M+51.08% | Add |
 PROCTER & GAMBLE COPG |
| 0.46% | 0.51% | $251.3M | 1.7M | $242.3M | 1.7M | +36,195+2.16% | Add |
 STEEL DYNAMICS INCSTLD |
| 0.46% | 0.41% | $248.5M | 1.1M | $197.9M | 1.1M | -16,581-1.51% | Reduce |
 ROYALTY PHARMA PLCRPRX |
| 0.45% | 0.38% | $242.2M | 4.3M | $182.7M | 3.8M | +511,242+13.42% | Add |
 CHUBB LIMITEDCB |
| 0.44% | 0.37% | $240.5M | 705,898 | $174.3M | 534,858 | +171,040+31.98% | Add |
 WALMART INCWMT |
| 0.44% | 0.56% | $240.5M | 2.1M | $265.7M | 2.1M | -14,306-0.67% | Reduce |
 HCA HEALTHCARE INCHCA |
| 0.43% | 0.57% | $235.6M | 604,401 | $273.1M | 577,119 | +27,282+4.73% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.4% | 0.42% | $219.5M | 1.2M | $200.9M | 1.2M | -1,816-0.15% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.4% | 0.34% | $218.1M | 919,100 | $163.0M | 698,932 | +220,168+31.50% | Add |
 VERTIV HOLDINGS COVRT |
| 0.4% | 0.4% | $218.1M | 651,474 | $190.9M | 761,668 | -110,194-14.47% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.49% | $217.9M | 232,968 | $234.2M | 234,997 | -2,029-0.86% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.4% | 0.52% | $217.2M | 433,314 | $250.0M | 508,538 | -75,224-14.79% | Reduce |
 KLA CORPKLAC |
| 0.4% | 0.23% | $216.4M | 717,115 | $107.9M | 73,262 | +643,853+878.84% | Add |
| NNEXTPOWER INCNXT |
| 0.39% | 0.39% | $214.1M | 1.8M | $187.9M | 1.6M | +238,300+15.29% | Add |
 ANALOG DEVICES INC COMADI |
| 0.38% | 0.36% | $207.1M | 521,402 | $171.2M | 538,182 | -16,780-3.12% | Reduce |
