 NVIDIA CORPORATIONNVDA |
| 7.65% | 7.95% | $3.77B | 18.9M | $3.03B | 17.4M | +1.5M+8.62% | Add |
 MICROSOFT CORPMSFT |
| 4.84% | 5.82% | $2.39B | 6.4M | $2.22B | 6.0M | +411,819+6.88% | Add |
 ALPHABET INCGOOGL |
| 4.81% | 3.92% | $2.37B | 6.6M | $1.49B | 5.2M | +1.5M+28.06% | Add |
 APPLE INCAAPL |
| 3.86% | 4.66% | $1.90B | 6.6M | $1.78B | 7.0M | -418,000-5.97% | Reduce |
 BROADCOM INCAVGO |
| 3.26% | 3.71% | $1.61B | 4.3M | $1.41B | 4.6M | -315,919-6.91% | Reduce |
 AMAZON COM INCAMZN |
| 3.22% | 3.39% | $1.59B | 6.7M | $1.29B | 6.2M | +463,170+7.46% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.61% | 3.27% | $1.29B | 1.7M | $1.24B | 1.9M | -191,420-10.01% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.43% | 1.23% | $1.20B | 1.0M | $468.3M | 1.4M | -348,163-25.12% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.22% | 1.6% | $1.10B | 3.1M | $609.3M | 2.1M | +976,047+45.95% | Add |
 JPMORGAN CHASE & COJPM |
| 2.03% | 2.13% | $999.5M | 3.1M | $812.6M | 2.8M | +290,929+10.53% | Add |
 META PLATFORMS INCMETA |
| 1.88% | 2.04% | $928.8M | 1.6M | $776.9M | 1.4M | +290,930+21.42% | Add |
 TESLA INCTSLA |
| 1.76% | 1.49% | $870.2M | 2.1M | $566.2M | 1.5M | +546,115+35.86% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.69% | 1.83% | $833.7M | 1.1M | $698.4M | 1.2M | -77,911-6.44% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.65% | 2.34% | $811.6M | 10.4M | $892.8M | 9.8M | +624,455+6.36% | Add |
 ASTRAZENECA PLCAZN |
| 1.42% | 1.54% | $700.5M | 3.7M | $587.2M | 3.0M | +716,592+24.07% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.35% | 0.45% | $665.0M | 1.1M | $170.9M | 840,151 | +304,688+36.27% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.32% | 0.99% | $649.0M | 1.4M | $377.5M | 1.1M | +241,863+21.65% | Add |
 APPLIED MATLS INCAMAT |
| 1.13% | 0.82% | $555.6M | 768,446 | $310.4M | 908,250 | -139,804-15.39% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.07% | 0.91% | $528.8M | 1.3M | $345.7M | 1.3M | -5,111-0.40% | Reduce |
 ELI LILLY & COLLY |
| 1.05% | 0.84% | $520.2M | 433,733 | $321.8M | 349,920 | +83,813+23.95% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.04% | 1.36% | $515.1M | 1.0M | $517.2M | 1.0M | -32,175-3.11% | Reduce |
| IISHARES RUSSELLIWM |
| 1.04% | 1.41% | $514.7M | 1.7M | $535.7M | 2.2M | -447,061-20.70% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.91% | 1.12% | $448.3M | 895,880 | $425.5M | 887,934 | +7,946+0.89% | Add |
 ANALOG DEVICES INC COMADI |
| 0.79% | 0.81% | $388.4M | 977,802 | $307.9M | 967,822 | +9,980+1.03% | Add |
 NETFLIX INCNFLX |
| 0.74% | 0.91% | $365.8M | 5.1M | $345.3M | 3.6M | +1.5M+42.69% | Add |
 CISCO SYS INCCSCO |
| 0.65% | 0.48% | $319.5M | 2.7M | $184.6M | 2.4M | +340,457+14.31% | Add |
| BBANK OF AMER CORPBAC |
| 0.63% | 0.47% | $310.9M | 5.5M | $180.0M | 3.7M | +1.8M+47.77% | Add |
 HOME DEPOT INCHD |
| 0.55% | 0.23% | $273.4M | 775,312 | $86.4M | 262,809 | +512,503+195.01% | Add |
 LAM RESEARCH CORPLRCX |
| 0.54% | 0.25% | $267.8M | 617,957 | $95.0M | 444,556 | +173,401+39.01% | Add |
 INTEL CORPINTC |
| 0.54% | 0.2% | $265.0M | 1.9M | $76.4M | 1.7M | +167,003+9.65% | Add |
 ABBVIE INCABBV |
| 0.54% | 0.54% | $264.1M | 1.0M | $207.2M | 952,538 | +97,011+10.18% | Add |
 PALO ALTOPANW |
| 0.5% | 0.35% | $246.9M | 723,998 | $133.3M | 831,495 | -107,497-12.93% | Reduce |
 VISA INCV |
| 0.49% | 0.5% | $241.0M | 702,502 | $191.3M | 632,805 | +69,697+11.01% | Add |
 ORACLE CORPORCL |
| 0.47% | 0.67% | $230.2M | 1.6M | $253.3M | 1.7M | -151,434-8.79% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.46% | 0.09% | $226.1M | 758,871 | $33.5M | 338,653 | +420,218+124.09% | Add |
 GE AEROSPACEGE |
| 0.45% | 0.12% | $221.3M | 592,168 | $43.8M | 154,516 | +437,652+283.24% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.44% | 0.58% | $217.7M | 1.9M | $222.6M | 1.5M | +344,179+22.62% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.44% | 0.25% | $215.0M | 212,553 | $93.5M | 110,503 | +102,050+92.35% | Add |
 WALMART INCWMT |
| 0.41% | 0.5% | $200.6M | 1.8M | $190.8M | 1.5M | +235,393+15.33% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.39% | 0.33% | $194.0M | 763,793 | $125.1M | 511,911 | +251,882+49.20% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.39% | 0.33% | $192.3M | 1.0M | $124.2M | 934,774 | +74,537+7.97% | Add |
 AMPHENOL CORPAPH |
| 0.36% | 0.17% | $178.7M | 1.0M | $64.6M | 511,074 | +502,431+98.31% | Add |
 GE VERNOVA INCGEV |
| 0.36% | 0.17% | $178.4M | 151,818 | $65.5M | 75,024 | +76,794+102.36% | Add |
| SSANDISK CORP COMSNDK |
| 0.36% | 0.08% | $175.5M | 77,185 | $30.7M | 48,271 | +28,914+59.90% | Add |
 PROCTER & GAMBLE COPG |
| 0.35% | 0.21% | $171.2M | 1.2M | $80.9M | 559,917 | +607,558+108.51% | Add |
 SALESFORCE INCCRM |
| 0.34% | 0.61% | $165.9M | 1.1M | $231.4M | 1.2M | -180,856-14.59% | Reduce |
 FERROVIAL NV ORD SHSFER |
| 0.34% | 0.46% | $165.9M | 2.4M | $174.7M | 2.7M | -267,812-9.97% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.33% | 0.44% | $165.2M | 2.3M | $168.1M | 2.3M | -48,250-2.06% | Reduce |
 KLA CORPKLAC |
| 0.32% | 0.16% | $157.2M | 521,044 | $59.6M | 40,507 | +480,537+1,186.31% | Add |
 COCA COLA COKO |
| 0.31% | 0.3% | $155.2M | 1.9M | $113.9M | 1.5M | +412,055+27.50% | Add |
