 NVIDIA CORPORATIONNVDA |
| 16.31% | 17.4% | $72.3M | 361,332 | $63.8M | 365,753 | -4,421-1.21% | Reduce |
 APPLE INCAAPL |
| 8.62% | 9.4% | $38.2M | 132,060 | $34.4M | 135,724 | -3,664-2.70% | Reduce |
 ALPHABET INCGOOGL |
| 6.9% | 6.69% | $30.6M | 85,652 | $24.5M | 85,331 | +321+0.38% | Add |
 AMAZON COM INCAMZN |
| 5.83% | 6.23% | $25.8M | 108,383 | $22.8M | 109,610 | -1,227-1.12% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 5.71% | 3.52% | $25.3M | 33,149 | $12.9M | 33,093 | +56+0.17% | Add |
 QUANTA SVCS INCPWR |
| 4.7% | 4.31% | $20.8M | 28,944 | $15.8M | 28,792 | +152+0.53% | Add |
 ELI LILLY & COLLY |
| 4.65% | 4.14% | $20.6M | 17,172 | $15.2M | 16,519 | +653+3.95% | Add |
 MICROSOFT CORPMSFT |
| 4.48% | 5.38% | $19.9M | 53,220 | $19.7M | 53,249 | -29-0.05% | Reduce |
 BROADCOM INCAVGO |
| 2.83% | 2.7% | $12.5M | 33,196 | $9.9M | 31,961 | +1,235+3.86% | Add |
 GE VERNOVA INCGEV |
| 2.61% | 2.31% | $11.6M | 9,849 | $8.5M | 9,700 | +149+1.54% | Add |
 JPMORGAN CHASE & COJPM |
| 1.64% | 1.73% | $7.3M | 22,180 | $6.3M | 21,518 | +662+3.08% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.58% | 1.77% | $7.0M | 14,074 | $6.5M | 14,531 | -457-3.15% | Reduce |
 CORNING INCGLW |
| 1.57% | 1.01% | $7.0M | 27,298 | $3.7M | 27,304 | -6-0.02% | Reduce |
| CCITIGROUP INCC |
| 1.55% | 1.44% | $6.9M | 48,961 | $5.3M | 46,441 | +2,520+5.43% | Add |
 COHERENT CORPCOHR |
| 1.35% | 0.97% | $6.0M | 15,141 | $3.6M | 14,955 | +186+1.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.19% | 0.5% | $5.3M | 9,056 | $1.8M | 9,074 | -18-0.20% | Reduce |
 GE AEROSPACEGE |
| 1.18% | 1.04% | $5.2M | 14,040 | $3.8M | 13,391 | +649+4.85% | Add |
 CATERPILLAR INCCAT |
| 1.15% | 0.93% | $5.1M | 4,801 | $3.4M | 4,801 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 1.06% | 1.08% | $4.7M | 13,306 | $4.0M | 13,841 | -535-3.87% | Reduce |
 RTX CORPORATIONRTX |
| 0.95% | 1.1% | $4.2M | 22,226 | $4.0M | 20,965 | +1,261+6.01% | Add |
 TESLA INCTSLA |
| 0.87% | 0.91% | $3.9M | 9,197 | $3.3M | 8,928 | +269+3.01% | Add |
 ZSCALER INCZS |
| 0.82% | 0.95% | $3.7M | 25,876 | $3.5M | 24,795 | +1,081+4.36% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.75% | 0.3% | $3.3M | 11,228 | $1.1M | 11,240 | -12-0.11% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.74% | 1.01% | $3.3M | 3,514 | $3.7M | 3,722 | -208-5.59% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.73% | 0.16% | $3.2M | 9,558 | $578,644 | 1,913 | +7,645+399.63% | Add |
 UNIVERSAL DISPLAY CORPOLED |
| 0.72% | 0.97% | $3.2M | 37,013 | $3.5M | 38,671 | -1,658-4.29% | Reduce |
 BOEING COBA |
| 0.67% | 0.74% | $3.0M | 13,696 | $2.7M | 13,583 | +113+0.83% | Add |
 ASTRAZENECA PLCAZN |
| 0.66% | 0.7% | $2.9M | 15,592 | $2.6M | 13,079 | +2,513+19.21% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.64% | 1.39% | $2.8M | 5,495 | $5.1M | 10,174 | -4,679-45.99% | Reduce |
 DEERE & CODE |
| 0.58% | 0.62% | $2.6M | 4,055 | $2.3M | 4,055 | 00.00% | Unchanged |
 CENTRUS ENERGY CORP CL ALEU |
| 0.54% | 0.64% | $2.4M | 14,164 | $2.4M | 13,579 | +585+4.31% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.47% | 0.43% | $2.1M | 7,438 | $1.6M | 8,014 | -576-7.19% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.46% | 0.51% | $2.0M | 24,623 | $1.9M | 23,284 | +1,339+5.75% | Add |
| QQUALCOMM INCQCOM |
| 0.45% | 0.44% | $2.0M | 10,839 | $1.6M | 12,553 | -1,714-13.65% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.44% | 0.45% | $1.9M | 33,868 | $1.7M | 33,896 | -28-0.08% | Reduce |
 META PLATFORMS INCMETA |
| 0.43% | 0.56% | $1.9M | 3,384 | $2.1M | 3,609 | -225-6.23% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.43% | 0.43% | $1.9M | 2,197 | $1.6M | 2,259 | -62-2.74% | Reduce |
 CISCO SYS INCCSCO |
| 0.42% | 0.31% | $1.9M | 16,008 | $1.1M | 14,558 | +1,450+9.96% | Add |
 SERVICENOW INCNOW |
| 0.41% | 0.47% | $1.8M | 18,489 | $1.7M | 16,377 | +2,112+12.90% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.41% | 0.46% | $1.8M | 28,660 | $1.7M | 28,915 | -255-0.88% | Reduce |
| EENTEGRIS INCENTG |
| 0.4% | 0.31% | $1.8M | 9,801 | $1.1M | 9,801 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.4% | 0.41% | $1.8M | 6,979 | $1.5M | 6,979 | 00.00% | Unchanged |
 AMERICAN TOWER CORP COMAMT |
| 0.35% | 0.48% | $1.5M | 9,429 | $1.8M | 10,141 | -712-7.02% | Reduce |
 BWX TECHNOLOGIES INCBWXT |
| 0.34% | 0.44% | $1.5M | 7,841 | $1.6M | 7,861 | -20-0.25% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.33% | 0.4% | $1.5M | 2,131 | $1.5M | 2,467 | -336-13.62% | Reduce |
| IISHARES TRIVV |
| 0.32% | 0.33% | $1.4M | 1,874 | $1.2M | 1,874 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.28% | 0.41% | $1.2M | 17,146 | $1.5M | 21,067 | -3,921-18.61% | Reduce |
 AMGEN INC COMAMGN |
| 0.28% | 0.35% | $1.2M | 3,378 | $1.3M | 3,687 | -309-8.38% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.26% | 0.28% | $1.2M | 2,003 | $1.0M | 1,753 | +250+14.26% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.26% | 0.17% | $1.2M | 2,671 | $610,914 | 3,722 | -1,051-28.24% | Reduce |
