 MICRON TECHNOLOGY INCMU |
| 5.01% | 3.93% | $10.01B | 8.7M | $3.58B | 10.6M | -1.9M-18.09% | Reduce |
 MICROSOFT CORPMSFT |
| 4.44% | 2.21% | $8.87B | 23.8M | $2.01B | 5.4M | +18.4M+338.70% | Add |
 AMAZON COM INCAMZN |
| 3.37% | 1.07% | $6.73B | 28.3M | $973.7M | 6.0M | +22.2M+367.48% | Add |
 APPLE INCAAPL |
| 3.36% | 1.94% | $6.70B | 23.2M | $1.77B | 7.0M | +16.2M+232.52% | Add |
 ALPHABET INCGOOGL |
| 3.14% | 5.56% | $6.27B | 17.6M | $5.06B | 17.6M | -28,917-0.16% | Reduce |
 BROADCOM INCAVGO |
| 2.6% | 7.26% | $5.19B | 13.7M | $6.61B | 21.3M | -7.6M-35.59% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.38% | 3.41% | $4.75B | 13.4M | $3.11B | 10.8M | +2.6M+24.25% | Add |
 TESLA INCTSLA |
| 2.36% | 0.69% | $4.71B | 11.2M | $631.9M | 1.7M | +9.5M+559.33% | Add |
 JPMORGAN CHASE & COJPM |
| 2.16% | 5.04% | $4.30B | 13.2M | $4.59B | 15.6M | -2.4M-15.70% | Reduce |
 META PLATFORMS INCMETA |
| 1.57% | 3.77% | $3.14B | 5.6M | $3.43B | 6.0M | -422,465-7.05% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.35% | 0.66% | $2.70B | 1.2M | $600.1M | 944,503 | +245,000+25.94% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.22% | 0.21% | $2.44B | 4.2M | $193.8M | 952,724 | +3.2M+340.51% | Add |
 ELI LILLY & COLLY |
| 1.19% | 0.66% | $2.38B | 2.0M | $599.9M | 652,281 | +1.3M+204.12% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.16% | 0.08% | $2.32B | 7.8M | $73.0M | 737,415 | +7.1M+958.24% | Add |
 APPLIED MATLS INCAMAT |
| 1% | 0.2% | $2.00B | 2.8M | $182.3M | 533,283 | +2.2M+418.87% | Add |
 INTEL CORPINTC |
| 0.95% | 0.24% | $1.89B | 13.6M | $216.4M | 4.9M | +8.7M+176.46% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.88% | 0.58% | $1.75B | 4.2M | $530.5M | 2.0M | +2.2M+114.61% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.83% | 0.9% | $1.66B | 1.8M | $814.5M | 817,441 | +955,931+116.94% | Add |
 ORACLE CORPORCL |
| 0.76% | 0.23% | $1.51B | 10.3M | $205.5M | 1.4M | +8.9M+637.89% | Add |
 CISCO SYS INCCSCO |
| 0.75% | — | $1.50B | 12.7M | $0 | 0 | +12.7M | New Buy |
 WALMART INCWMT |
| 0.72% | 0.44% | $1.44B | 12.7M | $397.2M | 3.2M | +9.5M+296.57% | Add |
 LAM RESEARCH CORPLRCX |
| 0.67% | 0.26% | $1.35B | 3.1M | $232.1M | 1.1M | +2.0M+185.83% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.67% | 1.08% | $1.34B | 5.3M | $980.4M | 4.0M | +1.3M+31.64% | Add |
| IINVESCO QQQ TRVOO |
| 0.66% | <0.01% | $1.31B | 1.8M | $26,946 | 1.7M | +101,900+6.07% | Add |
| IINVESCO QQQ TRVOO |
| 0.63% | <0.01% | $1.27B | 1.7M | $12,299 | 781,800 | +939,200+120.13% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.61% | <0.01% | $1.22B | 1.6M | $50,181 | 2.4M | -780,200-32.39% | Reduce |
| IISHARES TR |
| 0.6% | <0.01% | $1.20B | 4.5M | $28,505 | 8.8M | -4.3M-49.13% | Reduce |
 HOME DEPOT INCHD |
| 0.58% | 0.12% | $1.16B | 3.3M | $110.7M | 336,561 | +3.0M+880.39% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.57% | <0.01% | $1.14B | 1.3M | $49,576 | 1.3M | +34,100+2.63% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.53% | <0.01% | $1.07B | 923,200 | $8,622 | 474,900 | +448,300+94.40% | Add |
| IISHARES TR RUSSELL |
| 0.52% | <0.01% | $1.03B | 3.8M | $24,930 | 3.1M | +693,500+22.65% | Add |
 ABBVIE INCABBV |
| 0.5% | 0.27% | $1.00B | 4.0M | $246.9M | 1.1M | +2.8M+251.01% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.49% | 0.76% | $985.1M | 1.2M | $688.5M | 1.2M | -2,500-0.22% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.49% | <0.01% | $975.5M | 4.9M | $23,605 | 2.8M | +2.1M+77.24% | Add |
 TEXAS INSTRS INCTXN |
| 0.45% | — | $905.6M | 3.0M | $0 | 0 | +3.0M | New Buy |
 AMPHENOL CORPAPH |
| 0.45% | 0.58% | $902.4M | 5.1M | $525.5M | 4.2M | +958,548+23.05% | Add |
 GE AEROSPACEGE |
| 0.45% | 0.53% | $897.0M | 2.4M | $486.8M | 1.7M | +684,689+39.91% | Add |
 PROCTER & GAMBLE COPG |
| 0.44% | 0.14% | $888.2M | 6.1M | $129.9M | 899,221 | +5.2M+573.55% | Add |
| QQUALCOMM INCQCOM |
| 0.43% | 0.1% | $860.1M | 4.7M | $89.2M | 692,475 | +4.0M+572.15% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.42% | 0.17% | $844.6M | 7.2M | $158.5M | 1.1M | +6.2M+567.91% | Add |
 LAM RESEARCH CORPLRCX |
| 0.4% | <0.01% | $800.4M | 1.8M | $12,472 | 310,800 | +1.5M+494.34% | Add |
 TESLA INCTSLA |
| 0.37% | <0.01% | $743.7M | 1.8M | $9,372 | 1.8M | +10,400+0.59% | Add |
 PEPSICO INCPEP |
| 0.37% | 0.26% | $737.2M | 5.4M | $240.6M | 1.5M | +3.9M+251.45% | Add |
 3M CO COMMMM |
| 0.37% | 0.38% | $734.0M | 4.5M | $344.2M | 2.4M | +2.2M+91.30% | Add |
 ANALOG DEVICES INC COMADI |
| 0.36% | 0.16% | $726.3M | 1.8M | $143.5M | 451,149 | +1.4M+305.35% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.35% | 1.56% | $694.1M | 929,521 | $1.42B | 2.2M | -1.2M-57.35% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.35% | 0.45% | $692.8M | 3.9M | $412.2M | 97,911 | +3.8M+3,869.89% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.33% | 0.15% | $653.4M | 646,067 | $135.0M | 159,527 | +486,540+304.99% | Add |
| CCITIGROUP INCC |
| 0.32% | 0.25% | $640.3M | 4.6M | $230.9M | 2.0M | +2.5M+124.66% | Add |
 RTX CORPORATIONRTX |
| 0.32% | 0.12% | $639.4M | 3.4M | $110.0M | 570,109 | +2.8M+491.14% | Add |
