 NVIDIA CORPORATIONNVDA |
| 7.48% | 7.48% | $2.92B | 14.6M | $2.60B | 14.9M | -317,913-2.14% | Reduce |
 APPLE INCAAPL |
| 6.58% | 6.57% | $2.56B | 8.9M | $2.28B | 9.0M | -122,569-1.36% | Reduce |
 MICROSOFT CORPMSFT |
| 4.11% | 4.68% | $1.60B | 4.3M | $1.62B | 4.4M | -94,367-2.15% | Reduce |
 AMAZON COM INCAMZN |
| 3.6% | 3.58% | $1.40B | 5.9M | $1.24B | 6.0M | -80,793-1.36% | Reduce |
 ALPHABET INCGOOGL |
| 3.25% | 2.98% | $1.27B | 3.5M | $1.03B | 3.6M | -47,738-1.33% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.65% | $1.12B | 3.2M | $918.8M | 3.2M | -23,695-0.74% | Reduce |
 BROADCOM INCAVGO |
| 2.6% | 2.41% | $1.01B | 2.7M | $836.5M | 2.7M | -18,966-0.70% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.69% | 1.85% | $657.1M | 1.3M | $640.6M | 1.3M | -23,658-1.77% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.63% | 0.55% | $635.0M | 550,116 | $189.2M | 560,011 | -9,895-1.77% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.59% | 1.64% | $618.6M | 1.9M | $569.7M | 1.9M | -46,972-2.43% | Reduce |
 META PLATFORMS INCMETA |
| 1.54% | 1.79% | $600.3M | 1.1M | $619.8M | 1.1M | -17,610-1.63% | Reduce |
 TESLA INCTSLA |
| 1.47% | 1.49% | $573.0M | 1.4M | $516.2M | 1.4M | -26,170-1.88% | Reduce |
 ELI LILLY & COLLY |
| 1.2% | 1.05% | $467.0M | 389,384 | $366.0M | 397,885 | -8,501-2.14% | Reduce |
 VISA INCV |
| 1.18% | 1.2% | $459.3M | 1.3M | $417.1M | 1.4M | -41,168-2.98% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.18% | 0.47% | $458.8M | 789,756 | $163.7M | 804,548 | -14,792-1.84% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.04% | 1.02% | $405.2M | 400,606 | $352.9M | 417,117 | -16,511-3.96% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.94% | 1.13% | $364.7M | 389,886 | $392.8M | 394,177 | -4,291-1.09% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.83% | 0.92% | $322.2M | 1.3M | $319.2M | 1.3M | -36,911-2.83% | Reduce |
 INTEL CORPINTC |
| 0.82% | 0.3% | $320.8M | 2.3M | $102.8M | 2.3M | -31,555-1.35% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.73% | 0.41% | $285.4M | 394,679 | $141.0M | 412,572 | -17,893-4.34% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.7% | 1.06% | $273.6M | 2.0M | $368.2M | 2.2M | -169,000-7.79% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.68% | 0.38% | $266.0M | 613,753 | $133.4M | 624,477 | -10,724-1.72% | Reduce |
 TJX COS INC NEWTJX |
| 0.63% | 0.73% | $244.9M | 1.6M | $253.4M | 1.6M | +29,578+1.86% | Add |
 WALMART INCWMT |
| 0.62% | 0.78% | $242.7M | 2.1M | $271.5M | 2.2M | -41,814-1.91% | Reduce |
 CATERPILLAR INCCAT |
| 0.62% | 0.48% | $241.1M | 226,408 | $165.1M | 233,073 | -6,665-2.86% | Reduce |
 CISCO SYS INCCSCO |
| 0.6% | 0.46% | $233.5M | 2.0M | $160.8M | 2.1M | -83,888-4.05% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.6% | 0.44% | $232.9M | 560,346 | $152.7M | 564,251 | -3,905-0.69% | Reduce |
 ASML HLDG NVASML |
| 0.6% | 0.45% | $232.2M | 116,714 | $154.7M | 117,116 | -402-0.34% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.58% | 0.33% | $227.3M | 297,968 | $116.0M | 297,151 | +817+0.27% | Add |
 ABBVIE INCABBV |
| 0.57% | 0.57% | $222.3M | 883,270 | $196.7M | 904,397 | -21,127-2.34% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.54% | 0.61% | $211.1M | 411,006 | $212.3M | 424,898 | -13,892-3.27% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.52% | 0.52% | $201.8M | 406,303 | $182.0M | 407,615 | -1,312-0.32% | Reduce |
 BANCO SANTANDER SA ADRSAN |
| 0.5% | 0.45% | $193.2M | 14.0M | $155.8M | 13.8M | +187,825+1.36% | Add |
 KLA CORPKLAC |
| 0.49% | 0.27% | $191.0M | 633,008 | $95.4M | 64,790 | +568,218+877.01% | Add |
 GE AEROSPACEGE |
| 0.49% | 0.43% | $190.7M | 510,201 | $148.5M | 523,141 | -12,940-2.47% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.47% | $182.7M | 3.2M | $162.4M | 3.3M | -124,064-3.73% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.47% | 0.39% | $181.2M | 482,880 | $134.8M | 485,077 | -2,197-0.45% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.46% | 0.55% | $177.6M | 2.0M | $189.9M | 2.0M | -20,686-1.01% | Reduce |
 HOME DEPOT INCHD |
| 0.44% | 0.48% | $173.1M | 490,939 | $164.9M | 501,344 | -10,405-2.08% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.44% | 0.5% | $171.4M | 1.2M | $172.0M | 1.2M | -22,044-1.85% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.43% | 0.56% | $167.4M | 4.0M | $193.6M | 3.9M | +96,920+2.51% | Add |
 NATERA INCNTRA |
| 0.42% | 0.34% | $162.8M | 599,856 | $117.4M | 587,030 | +12,826+2.18% | Add |
| SSANDISK CORP COMSNDK |
| 0.42% | 0.13% | $162.6M | 71,522 | $46.2M | 72,715 | -1,193-1.64% | Reduce |
 NOVARTIS AGNVS |
| 0.42% | 0.46% | $162.0M | 1.0M | $160.4M | 1.0M | -16,085-1.53% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.41% | 0.44% | $160.4M | 1.2M | $153.7M | 1.2M | -449-0.04% | Reduce |
 COCA COLA COKO |
| 0.41% | 0.44% | $160.2M | 2.0M | $152.1M | 2.0M | -28,714-1.44% | Reduce |
 MERCK & CO INCMRK |
| 0.4% | 0.43% | $157.1M | 1.2M | $150.7M | 1.3M | -30,630-2.44% | Reduce |
 GE VERNOVA INCGEV |
| 0.4% | 0.34% | $154.4M | 131,460 | $117.4M | 134,478 | -3,018-2.24% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.39% | 0.56% | $152.9M | 922,214 | $194.8M | 941,593 | -19,379-2.06% | Reduce |
| CCOGNEX CORPCGNX |
| 0.38% | 0.26% | $148.2M | 2.0M | $90.4M | 1.8M | +202,410+10.97% | Add |
