 BROADCOM INCAVGO |
| 8.1% | 8.31% | $158.1M | 418,579 | $136.2M | 440,110 | -21,531-4.89% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.56% | 8.05% | $147.5M | 737,006 | $131.9M | 756,457 | -19,451-2.57% | Reduce |
 APPLE INCAAPL |
| 5.91% | 6.3% | $115.4M | 398,856 | $103.2M | 406,694 | -7,838-1.93% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.64% | 1.68% | $90.5M | 78,396 | $27.5M | 81,475 | -3,079-3.78% | Reduce |
 QUANTA SVCS INCPWR |
| 4.23% | 3.98% | $82.5M | 114,603 | $65.3M | 118,866 | -4,263-3.59% | Reduce |
 PALO ALTOPANW |
| 3.92% | 2.18% | $76.6M | 224,522 | $35.7M | 222,723 | +1,799+0.81% | Add |
 MICROSOFT CORPMSFT |
| 3.07% | 3.63% | $59.9M | 160,573 | $59.5M | 160,734 | -161-0.10% | Reduce |
 ALPHABET INCGOOGL |
| 2.88% | 2.74% | $56.2M | 157,287 | $44.9M | 156,061 | +1,226+0.79% | Add |
 AMAZON COM INCAMZN |
| 2.82% | 2.91% | $55.0M | 230,801 | $47.7M | 228,938 | +1,863+0.81% | Add |
 ABBVIE INCABBV |
| 2.2% | 2.25% | $42.9M | 170,667 | $36.9M | 169,812 | +855+0.50% | Add |
 IRON MTN INC DEL COMIRM |
| 2.05% | 1.97% | $40.0M | 316,465 | $32.3M | 315,817 | +648+0.21% | Add |
 VISA INCV |
| 2.04% | 2.11% | $39.7M | 115,770 | $34.6M | 114,393 | +1,377+1.20% | Add |
 JPMORGAN CHASE & COJPM |
| 1.99% | 2.1% | $38.8M | 118,553 | $34.4M | 116,917 | +1,636+1.40% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.95% | 2.45% | $38.1M | 40,762 | $40.2M | 40,296 | +466+1.16% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.87% | 1.5% | $36.6M | 76,605 | $24.5M | 72,638 | +3,967+5.46% | Add |
 CISCO SYS INCCSCO |
| 1.84% | 1.44% | $35.9M | 305,541 | $23.5M | 303,423 | +2,118+0.70% | Add |
 WILLIAMS COS INCWMB |
| 1.75% | 2.02% | $34.2M | 460,625 | $33.1M | 454,116 | +6,509+1.43% | Add |
| AAlphabet Inc Class CGOOG |
| 1.67% | 1.67% | $32.6M | 92,375 | $27.3M | 95,293 | -2,918-3.06% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.64% | 0.97% | $31.9M | 41,855 | $16.0M | 40,882 | +973+2.38% | Add |
 BLACKSTONE INCBX |
| 1.51% | 1.76% | $29.4M | 249,602 | $28.9M | 251,002 | -1,400-0.56% | Reduce |
 EATON CORP PLCETN |
| 1.39% | 1.36% | $27.2M | 63,721 | $22.2M | 62,138 | +1,583+2.55% | Add |
 MAIN STR CAP CORPMAIN |
| 1.33% | 1.57% | $25.9M | 498,998 | $25.7M | 484,584 | +14,414+2.97% | Add |
| KKKR & CO INC COMKKR |
| 1.23% | 1.49% | $24.0M | 262,029 | $24.5M | 264,552 | -2,523-0.95% | Reduce |
 WALMART INCWMT |
| 1.17% | 1.44% | $22.8M | 201,654 | $23.6M | 189,964 | +11,690+6.15% | Add |
 VALERO ENERGY CORP COMVLO |
| 1.15% | 1.31% | $22.5M | 86,406 | $21.5M | 86,822 | -416-0.48% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.15% | 0.45% | $22.5M | 75,527 | $7.3M | 74,160 | +1,367+1.84% | Add |
 RTX CORPORATIONRTX |
| 1.12% | 1.3% | $21.8M | 114,719 | $21.3M | 110,172 | +4,547+4.13% | Add |
 EQUINIX INCEQIX |
| 1.09% | 1.22% | $21.2M | 20,379 | $19.9M | 20,344 | +35+0.17% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.07% | 1.05% | $20.8M | 73,938 | $17.2M | 70,806 | +3,132+4.42% | Add |
 HOME DEPOT INCHD |
| 1.06% | 1.19% | $20.7M | 58,749 | $19.5M | 59,416 | -667-1.12% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.06% | 1.06% | $20.6M | 20,410 | $17.4M | 20,518 | -108-0.53% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.03% | 1.18% | $20.1M | 39,179 | $19.3M | 38,630 | +549+1.42% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.93% | 0.41% | $18.1M | 41,993 | $6.6M | 40,455 | +1,538+3.80% | Add |
 EXXON MOBIL CORPXOM |
| 0.92% | 1.34% | $18.0M | 131,530 | $22.0M | 129,903 | +1,627+1.25% | Add |
| CCITIGROUP INCC |
| 0.91% | 0.85% | $17.8M | 127,236 | $13.9M | 122,460 | +4,776+3.90% | Add |
 EMERSON ELEC COEMR |
| 0.9% | 0.96% | $17.5M | 122,011 | $15.7M | 119,568 | +2,443+2.04% | Add |
 ELI LILLY & COLLY |
| 0.86% | 0.73% | $16.8M | 14,015 | $12.0M | 13,001 | +1,014+7.80% | Add |
 GE VERNOVA INCGEV |
| 0.76% | 0.51% | $14.9M | 12,703 | $8.3M | 9,485 | +3,218+33.93% | Add |
 ORACLE CORPORCL |
| 0.68% | 0.81% | $13.2M | 90,314 | $13.2M | 89,687 | +627+0.70% | Add |
 CUMMINS INCCMI |
| 0.66% | 0.57% | $12.9M | 18,064 | $9.3M | 17,347 | +717+4.13% | Add |
 PHILLIPS 66PSX |
| 0.66% | 0.84% | $12.9M | 76,160 | $13.7M | 75,320 | +840+1.12% | Add |
 SHELL PLCSHEL |
| 0.63% | 0.88% | $12.3M | 158,258 | $14.4M | 155,348 | +2,910+1.87% | Add |
 COCA COLA COKO |
| 0.63% | 0.68% | $12.3M | 150,744 | $11.1M | 145,502 | +5,242+3.60% | Add |
 CHEVRON CORPORATIONCVX |
| 0.62% | 0.9% | $12.1M | 73,163 | $14.7M | 70,971 | +2,192+3.09% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.47% | 0.48% | $9.2M | 36,227 | $7.9M | 32,406 | +3,821+11.79% | Add |
 BLACKROCK INC COMBLK |
| 0.45% | 0.52% | $8.7M | 9,059 | $8.5M | 8,819 | +240+2.72% | Add |
 AMGEN INC COMAMGN |
| 0.41% | 0.48% | $8.0M | 22,188 | $7.9M | 22,575 | -387-1.71% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 0.41% | 0.47% | $7.9M | 44,168 | $7.7M | 42,505 | +1,663+3.91% | Add |
 MARATHON PETE CORPMPC |
| 0.39% | 0.47% | $7.5M | 29,469 | $7.7M | 31,378 | -1,909-6.08% | Reduce |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.38% | 0.48% | $7.4M | 201,989 | $7.9M | 208,096 | -6,107-2.93% | Reduce |
