 NVIDIA CORPORATIONNVDA |
| 7.23% | 7.46% | $2.85B | 14.2M | $2.48B | 14.2M | +5,277+0.04% | Add |
 APPLE INCAAPL |
| 6.54% | 6.59% | $2.58B | 8.9M | $2.19B | 8.6M | +275,484+3.19% | Add |
 MICROSOFT CORPMSFT |
| 4.09% | 4.59% | $1.61B | 4.3M | $1.52B | 4.1M | +201,584+4.89% | Add |
 AMAZON COM INCAMZN |
| 3.25% | 3.37% | $1.28B | 5.4M | $1.12B | 5.4M | -479-0.01% | Reduce |
 ALPHABET INCGOOGL |
| 3.23% | 3.02% | $1.27B | 3.6M | $1.00B | 3.5M | +73,559+2.11% | Add |
 BROADCOM INCAVGO |
| 2.65% | 2.49% | $1.04B | 2.8M | $829.0M | 2.7M | +86,158+3.22% | Add |
| AAlphabet Inc Class CGOOG |
| 2.57% | 2.39% | $1.01B | 2.9M | $794.8M | 2.8M | +89,929+3.25% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.97% | 0.64% | $774.5M | 671,006 | $211.1M | 624,979 | +46,027+7.36% | Add |
 META PLATFORMS INCMETA |
| 1.88% | 2.1% | $741.0M | 1.3M | $698.4M | 1.2M | +94,754+7.76% | Add |
 TESLA INCTSLA |
| 1.76% | 1.84% | $694.0M | 1.6M | $611.8M | 1.6M | +4,334+0.26% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.6% | $580.6M | 999,509 | $198.6M | 976,087 | +23,422+2.40% | Add |
 ELI LILLY & COLLY |
| 1.47% | 1.28% | $579.5M | 483,132 | $425.9M | 463,041 | +20,091+4.34% | Add |
 JPMORGAN CHASE & COJPM |
| 1.29% | 1.3% | $506.9M | 1.5M | $431.9M | 1.5M | +80,382+5.47% | Add |
 APPLIED MATLS INCAMAT |
| 1.03% | 0.51% | $405.7M | 561,108 | $168.0M | 491,505 | +69,603+14.16% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.02% | 1.11% | $403.7M | 1.6M | $367.5M | 1.5M | +86,071+5.73% | Add |
 LAM RESEARCH CORPLRCX |
| 1.02% | 0.63% | $401.4M | 926,200 | $209.8M | 982,050 | -55,850-5.69% | Reduce |
 INTEL CORPINTC |
| 0.91% | 0.34% | $359.7M | 2.6M | $112.9M | 2.6M | +18,965+0.74% | Add |
 VISA INCV |
| 0.9% | 0.89% | $356.4M | 1.0M | $296.2M | 980,129 | +58,537+5.97% | Add |
 CISCO SYS INCCSCO |
| 0.89% | 0.62% | $350.9M | 3.0M | $206.8M | 2.7M | +322,168+12.09% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.86% | 0.98% | $339.2M | 677,815 | $325.8M | 679,966 | -2,151-0.32% | Reduce |
 WALMART INCWMT |
| 0.77% | 0.94% | $303.8M | 2.7M | $311.6M | 2.5M | +175,123+6.98% | Add |
 ABBVIE INCABBV |
| 0.75% | 0.72% | $296.0M | 1.2M | $238.1M | 1.1M | +81,585+7.45% | Add |
 KLA CORPKLAC |
| 0.72% | 0.42% | $284.8M | 943,968 | $140.6M | 95,458 | +848,510+888.88% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.72% | 0.76% | $284.4M | 553,758 | $251.1M | 502,535 | +51,223+10.19% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.62% | 0.73% | $245.6M | 262,499 | $242.1M | 242,944 | +19,555+8.05% | Add |
 GE AEROSPACEGE |
| 0.62% | 0.56% | $242.9M | 650,047 | $184.5M | 650,323 | -276-0.04% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.56% | 0.57% | $220.5M | 3.9M | $188.8M | 3.9M | -2,243-0.06% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.51% | 0.38% | $202.2M | 486,515 | $127.9M | 472,733 | +13,782+2.92% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.5% | 0.48% | $196.2M | 194,037 | $160.7M | 189,961 | +4,076+2.15% | Add |
 GE VERNOVA INCGEV |
| 0.48% | 0.43% | $188.0M | 160,026 | $143.8M | 164,704 | -4,678-2.84% | Reduce |
 NETFLIX INCNFLX |
| 0.47% | 0.69% | $184.6M | 2.6M | $228.7M | 2.4M | +206,172+8.67% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.46% | 0.43% | $182.6M | 649,499 | $141.8M | 585,004 | +64,495+11.02% | Add |
 LINDE PLCLIN |
| 0.46% | 0.59% | $181.0M | 348,745 | $196.7M | 396,863 | -48,118-12.12% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.45% | 0.16% | $176.5M | 592,359 | $52.6M | 530,955 | +61,404+11.56% | Add |
 HOME DEPOT INCHD |
| 0.45% | 0.49% | $175.5M | 497,542 | $163.7M | 497,679 | -137-0.03% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.44% | 0.28% | $174.2M | 584,338 | $93.1M | 479,479 | +104,859+21.87% | Add |
 MERCK & CO INCMRK |
| 0.44% | 0.53% | $172.4M | 1.3M | $176.6M | 1.5M | -126,541-8.62% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.43% | 0.26% | $168.7M | 264,071 | $86.2M | 318,651 | -54,580-17.13% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.39% | 0.54% | $151.8M | 1.3M | $179.6M | 1.2M | +73,458+5.98% | Add |
 AMERICAN EXPRESS COAXP |
| 0.38% | 0.39% | $151.3M | 447,278 | $131.2M | 433,726 | +13,552+3.12% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.38% | 0.18% | $148.4M | 153,812 | $61.4M | 156,607 | -2,795-1.78% | Reduce |
 MORGAN STANLEYMS |
| 0.37% | 0.32% | $147.2M | 704,213 | $106.4M | 646,606 | +57,607+8.91% | Add |
 CONSOLIDATED EDISON INCED |
| 0.37% | 0.42% | $146.6M | 1.3M | $139.9M | 1.2M | +89,492+7.24% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.37% | 0.46% | $146.5M | 3.5M | $152.4M | 3.0M | +425,361+14.02% | Add |
 ORACLE CORPORCL |
| 0.37% | 0.43% | $146.4M | 998,810 | $144.5M | 982,190 | +16,620+1.69% | Add |
| CCITIGROUP INCC |
| 0.37% | 0.41% | $146.0M | 1.0M | $137.0M | 1.2M | -164,677-13.63% | Reduce |
 AMPHENOL CORPAPH |
| 0.37% | 0.3% | $145.9M | 827,452 | $99.9M | 791,003 | +36,449+4.61% | Add |
 CHUBB LIMITEDCB |
| 0.35% | 0.25% | $138.1M | 405,315 | $81.5M | 249,968 | +155,347+62.15% | Add |
| AAT&T INCT |
| 0.35% | 0.46% | $137.8M | 6.7M | $153.5M | 5.3M | +1.4M+25.75% | Add |
 DISNEY WALT CODIS |
| 0.34% | 0.4% | $133.4M | 1.4M | $131.8M | 1.4M | +18,794+1.37% | Add |
