 NVIDIA CORPORATIONNVDA |
| 7.16% | 7.75% | $3.60B | 18.0M | $3.22B | 18.4M | -454,604-2.46% | Reduce |
 APPLE INCAAPL |
| 6.37% | 7.03% | $3.20B | 11.1M | $2.92B | 11.5M | -429,020-3.73% | Reduce |
 AMAZON COM INCAMZN |
| 4.96% | 4.85% | $2.49B | 10.5M | $2.01B | 9.7M | +806,203+8.35% | Add |
 MICROSOFT CORPMSFT |
| 4.2% | 5.02% | $2.11B | 5.7M | $2.08B | 5.6M | +31,866+0.57% | Add |
 ALPHABET INCGOOGL |
| 3.67% | 3.29% | $1.85B | 5.2M | $1.37B | 4.7M | +416,116+8.76% | Add |
 BROADCOM INCAVGO |
| 2.46% | 2.4% | $1.24B | 3.3M | $996.7M | 3.2M | +49,303+1.53% | Add |
| AAlphabet Inc Class CGOOG |
| 2.35% | 2.07% | $1.18B | 3.3M | $858.8M | 3.0M | +345,784+11.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.2% | 0.51% | $1.11B | 1.9M | $213.1M | 1.0M | +855,599+81.69% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.09% | 0.77% | $1.05B | 912,561 | $321.4M | 951,373 | -38,812-4.08% | Reduce |
 META PLATFORMS INCMETA |
| 1.87% | 2.21% | $938.1M | 1.7M | $917.7M | 1.6M | +61,480+3.83% | Add |
 ELI LILLY & COLLY |
| 1.83% | 1.68% | $920.4M | 767,326 | $699.4M | 760,386 | +6,940+0.91% | Add |
 TESLA INCTSLA |
| 1.81% | 1.73% | $907.6M | 2.2M | $717.2M | 1.9M | +228,771+11.86% | Add |
 JPMORGAN CHASE & COJPM |
| 1.55% | 1.63% | $779.5M | 2.4M | $674.8M | 2.3M | +87,317+3.81% | Add |
 VISA INCV |
| 1.19% | 1.3% | $597.9M | 1.7M | $541.3M | 1.8M | -48,499-2.71% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.06% | 0.94% | $530.9M | 1.1M | $389.2M | 812,238 | +248,698+30.62% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.05% | 1.22% | $527.0M | 2.1M | $506.7M | 2.1M | +2,382+0.11% | Add |
 WALMART INCWMT |
| 0.95% | 0.9% | $475.4M | 4.2M | $372.1M | 3.0M | +1.2M+40.22% | Add |
 LAM RESEARCH CORPLRCX |
| 0.82% | 0.54% | $413.5M | 954,179 | $225.6M | 1.1M | -101,657-9.63% | Reduce |
 CISCO SYS INCCSCO |
| 0.77% | 0.63% | $386.6M | 3.3M | $262.5M | 3.4M | -91,609-2.71% | Reduce |
 INTEL CORPINTC |
| 0.76% | 0.27% | $383.5M | 2.7M | $113.9M | 2.6M | +164,931+6.39% | Add |
 APPLIED MATLS INCAMAT |
| 0.72% | 0.4% | $359.4M | 497,094 | $167.9M | 491,192 | +5,902+1.20% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.66% | 0.36% | $333.5M | 802,510 | $150.9M | 557,501 | +245,009+43.95% | Add |
 ABBVIE INCABBV |
| 0.66% | 0.69% | $331.4M | 1.3M | $287.1M | 1.3M | -3,400-0.26% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.66% | 0.81% | $329.8M | 352,575 | $337.2M | 338,388 | +14,187+4.19% | Add |
 KLA CORPKLAC |
| 0.65% | 0.42% | $326.5M | 1.1M | $172.4M | 117,118 | +964,990+823.95% | Add |
 LINDE PLCLIN |
| 0.62% | 0.69% | $310.8M | 598,989 | $284.8M | 574,448 | +24,541+4.27% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.59% | 0.52% | $296.4M | 2.5M | $214.2M | 1.5M | +1.1M+73.47% | Add |
 COCA COLA COKO |
| 0.57% | 0.67% | $287.8M | 3.5M | $277.0M | 3.6M | -101,173-2.78% | Reduce |
 MERCK & CO INCMRK |
| 0.55% | 0.52% | $276.5M | 2.2M | $214.0M | 1.8M | +372,843+20.96% | Add |
 TEXAS INSTRS INCTXN |
| 0.54% | 0.34% | $271.0M | 909,035 | $140.6M | 724,345 | +184,690+25.50% | Add |
 CATERPILLAR INCCAT |
| 0.52% | 0.36% | $260.8M | 244,864 | $148.1M | 209,100 | +35,764+17.10% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.51% | 0.54% | $255.8M | 498,109 | $225.6M | 451,584 | +46,525+10.30% | Add |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.46% | $254.7M | 4.5M | $191.5M | 3.9M | +541,813+13.80% | Add |
| CCITIGROUP INCC |
| 0.51% | 0.27% | $254.0M | 1.8M | $112.9M | 995,851 | +819,286+82.27% | Add |
 CHUBB LIMITEDCB |
| 0.48% | 0.55% | $241.8M | 709,677 | $228.3M | 700,400 | +9,277+1.32% | Add |
 GE AEROSPACEGE |
| 0.48% | 0.5% | $241.6M | 646,391 | $207.0M | 729,340 | -82,949-11.37% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.47% | 0.23% | $237.5M | 1.6M | $96.0M | 809,469 | +832,933+102.90% | Add |
 PROCTER & GAMBLE COPG |
| 0.47% | 0.58% | $236.9M | 1.6M | $240.4M | 1.7M | -48,982-2.94% | Reduce |
 GE VERNOVA INCGEV |
| 0.46% | 0.4% | $233.3M | 198,552 | $167.1M | 191,461 | +7,091+3.70% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.45% | 0.51% | $228.3M | 225,763 | $211.3M | 249,757 | -23,994-9.61% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | 0.28% | $224.9M | 521,306 | $118.0M | 718,944 | -197,638-27.49% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.45% | 0.17% | $224.4M | 753,532 | $71.4M | 720,478 | +33,054+4.59% | Add |
 AMPHENOL CORPAPH |
| 0.45% | 0.36% | $224.1M | 1.3M | $151.1M | 1.2M | +75,018+6.27% | Add |
 NETFLIX INCNFLX |
| 0.41% | 0.67% | $207.2M | 2.9M | $277.3M | 2.9M | +17,417+0.60% | Add |
 RTX CORPORATIONRTX |
| 0.4% | 0.5% | $200.0M | 1.1M | $209.0M | 1.1M | -29,362-2.71% | Reduce |
 ORACLE CORPORCL |
| 0.38% | 0.45% | $188.8M | 1.3M | $187.4M | 1.3M | +14,481+1.14% | Add |
 MORGAN STANLEYMS |
| 0.36% | 0.34% | $180.6M | 864,011 | $139.6M | 848,561 | +15,450+1.82% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.36% | 0.21% | $180.3M | 282,305 | $87.6M | 323,908 | -41,603-12.84% | Reduce |
 HOME DEPOT INCHD |
| 0.36% | 0.42% | $179.2M | 508,191 | $173.1M | 526,364 | -18,173-3.45% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 0.35% | 0.01% | $174.2M | 3.6M | $2.5M | 37,880 | +3.5M+9,370.48% | Add |
