 ALPHABET INCGOOGL |
| 5.44% | 5.52% | $2.43B | 6.8M | $2.38B | 8.3M | -1.5M-17.71% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.17% | 4.56% | $2.31B | 11.6M | $1.97B | 11.3M | +276,410+2.45% | Add |
 VISA INCV |
| 4.68% | 4.28% | $2.09B | 6.1M | $1.85B | 6.1M | -16,619-0.27% | Reduce |
 MICROSOFT CORPMSFT |
| 4.64% | 4.63% | $2.08B | 5.6M | $2.00B | 5.4M | +171,988+3.19% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.85% | 3.76% | $1.72B | 6.8M | $1.62B | 6.6M | +134,321+2.02% | Add |
 APPLE INCAAPL |
| 3.17% | 2.98% | $1.42B | 4.9M | $1.28B | 5.1M | -162,319-3.21% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 2.91% | 2.75% | $1.30B | 7.2M | $1.18B | 7.2M | +25,325+0.35% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 2.56% | 2.47% | $1.15B | 6.4M | $1.07B | 253,374 | +6.2M+2,435.91% | Add |
 AMAZON COM INCAMZN |
| 2.5% | 2.15% | $1.12B | 4.7M | $927.7M | 4.5M | +240,389+5.40% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 2.5% | 2.3% | $1.12B | 12.3M | $992.7M | 12.4M | -58,641-0.47% | Reduce |
 BROADCOM INCAVGO |
| 2.35% | 2.06% | $1.05B | 2.8M | $887.7M | 2.9M | -83,004-2.89% | Reduce |
 NetEase, Inc. ADRNTES |
| 1.79% | 1.63% | $800.4M | 6.2M | $703.7M | 6.3M | -39,632-0.63% | Reduce |
 AUTODESK INCADSK |
| 1.65% | 2.23% | $738.7M | 3.8M | $963.7M | 4.0M | -226,024-5.61% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.57% | 1.24% | $702.1M | 1.5M | $533.0M | 1.6M | -107,020-6.79% | Reduce |
 ELI LILLY & COLLY |
| 1.53% | 1.12% | $684.2M | 570,405 | $482.2M | 524,221 | +46,184+8.81% | Add |
 JPMORGAN CHASE & COJPM |
| 1.53% | 1.57% | $683.1M | 2.1M | $678.2M | 2.3M | -218,715-9.49% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.49% | 1.25% | $666.1M | 6.9M | $540.2M | 7.5M | -525,024-7.04% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.48% | 1.62% | $661.9M | 4.0M | $698.9M | 4.0M | -57,620-1.43% | Reduce |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.41% | 1.69% | $632.1M | 3.1M | $729.8M | 3.6M | -479,350-13.24% | Reduce |
 INTUITINTU |
| 1.38% | 1.89% | $618.1M | 2.4M | $813.2M | 1.9M | +487,302+25.91% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.37% | 1.11% | $611.5M | 2.7M | $480.3M | 2.4M | +366,694+15.51% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 1.25% | 1.35% | $560.0M | 1.3M | $584.0M | 1.3M | +2,768+0.21% | Add |
 CITIZENS FINL GROUP INCCFG |
| 1.23% | 0.94% | $550.2M | 7.9M | $405.9M | 6.8M | +1.1M+16.00% | Add |
 VERISIGN INCVRSN |
| 1.17% | 1.2% | $522.0M | 2.1M | $515.9M | 2.1M | -2,229-0.11% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.14% | 1.62% | $511.8M | 3.7M | $698.2M | 4.1M | -372,050-9.04% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.09% | 0.97% | $488.7M | 2.9M | $416.8M | 2.0M | +933,661+46.35% | Add |
| BBARRICK MNG CORPGOLD |
| 1.03% | 1.13% | $459.2M | 12.5M | $486.3M | 11.9M | +581,201+4.87% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.03% | 0.06% | $458.6M | 1.1M | $25.1M | 92,699 | +1.0M+1,090.27% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.02% | — | $457.7M | 5.3M | $0 | 0 | +5.3M | New Buy |
 TRANE TECHNOLOGIES PLCTT |
| 1.01% | 0.79% | $453.4M | 923,044 | $342.2M | 821,041 | +102,003+12.42% | Add |
 TD SYNNEX CORPORATIONSNX |
| 0.99% | 0.82% | $440.8M | 1.6M | $353.3M | 2.1M | -445,614-21.28% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.88% | 0.97% | $395.6M | 971,294 | $416.8M | 979,893 | -8,599-0.88% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.86% | 1.24% | $382.8M | 745,304 | $533.5M | 1.1M | -322,436-30.20% | Reduce |
 MOODYS CORPMCO |
| 0.85% | 0.85% | $378.9M | 836,571 | $366.6M | 840,302 | -3,731-0.44% | Reduce |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.83% | 0.89% | $372.7M | 2.2M | $382.0M | 2.2M | -18,423-0.83% | Reduce |
 DELTA AIR LINES INCDAL |
| 0.81% | 0.56% | $363.5M | 3.9M | $240.9M | 3.6M | +258,412+7.13% | Add |
 JACOBS SOLUTIONS INCJ |
| 0.8% | 0.96% | $357.3M | 2.8M | $414.3M | 3.3M | -419,828-12.90% | Reduce |
 UBS GROUP AGUBS |
| 0.79% | 0.77% | $354.3M | 7.1M | $332.3M | 8.7M | -1.6M-17.90% | Reduce |
 GENERAL MTRS COGM |
| 0.79% | 0.78% | $354.2M | 4.6M | $337.4M | 4.5M | +65,650+1.45% | Add |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.75% | 0.85% | $335.2M | 2.6M | $366.1M | 2.6M | -11,901-0.46% | Reduce |
 ELECTRONIC ARTS INCEA |
| 0.73% | 1.97% | $326.1M | 1.6M | $851.3M | 4.2M | -2.6M-61.91% | Reduce |
 FERRARI N V COMRACE |
| 0.69% | 0.85% | $310.9M | 838,310 | $367.7M | 1.1M | -265,796-24.07% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.69% | 0.53% | $306.6M | 1.2M | $228.5M | 1.2M | +69,323+5.99% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.67% | 0.73% | $297.6M | 593,668 | $313.2M | 637,262 | -43,594-6.84% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 0.66% | 0.89% | $296.2M | 2.0M | $385.5M | 2.8M | -778,309-27.69% | Reduce |
 META PLATFORMS INCMETA |
| 0.65% | 0.7% | $290.1M | 514,965 | $302.6M | 528,841 | -13,876-2.62% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.64% | <0.01% | $286.2M | 305,975 | $201,279 | 202 | +305,773+151,372.77% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.64% | 0.62% | $284.8M | 4.5M | $269.5M | 4.6M | -55,919-1.22% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.64% | 0.92% | $284.1M | 1.5M | $396.5M | 2.0M | -529,006-25.84% | Reduce |
 BOEING COBA |
| 0.62% | 0.58% | $279.3M | 1.3M | $249.0M | 1.3M | +39,173+3.13% | Add |
