 ALPHABET INCGOOGL |
| 5.78% | 6.11% | $2.23B | 6.2M | $2.03B | 7.1M | -865,668-12.17% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.14% | 5.1% | $1.98B | 10.0M | $1.69B | 9.8M | +173,379+1.77% | Add |
 MICROSOFT CORPMSFT |
| 4.56% | 4.74% | $1.76B | 4.7M | $1.57B | 4.3M | +460,534+10.80% | Add |
 APPLE INCAAPL |
| 4.23% | 4.22% | $1.63B | 5.7M | $1.40B | 5.5M | +123,536+2.23% | Add |
 META PLATFORMS INCMETA |
| 3.15% | 2.79% | $1.21B | 2.2M | $924.5M | 1.6M | +518,730+31.71% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.99% | 2.73% | $1.15B | 1.6M | $904.5M | 1.4M | +164,716+11.84% | Add |
 BROADCOM INCAVGO |
| 2.91% | 1.18% | $1.12B | 3.0M | $392.2M | 1.3M | +1.7M+133.22% | Add |
 ELI LILLY & COLLY |
| 2.85% | 2.44% | $1.10B | 913,248 | $809.0M | 885,763 | +27,485+3.10% | Add |
 APPLIED MATLS INCAMAT |
| 2.78% | 1.2% | $1.07B | 1.5M | $398.1M | 1.2M | +320,132+27.23% | Add |
 LAM RESEARCH CORPLRCX |
| 2.4% | 1.41% | $927.2M | 2.2M | $466.4M | 2.2M | -53,163-2.40% | Reduce |
 AMAZON COM INCAMZN |
| 2.3% | 2.44% | $885.7M | 3.7M | $810.1M | 3.9M | -198,979-5.09% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.8% | 2.04% | $694.5M | 2.7M | $674.7M | 2.8M | -42,066-1.52% | Reduce |
 CISCO SYS INCCSCO |
| 1.79% | 1.42% | $692.0M | 5.9M | $471.7M | 6.1M | -201,546-3.31% | Reduce |
 CATERPILLAR INCCAT |
| 1.68% | 1.4% | $646.5M | 610,219 | $462.7M | 660,444 | -50,225-7.60% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.64% | 1.77% | $632.8M | 1.9M | $588.4M | 2.0M | -80,301-3.99% | Reduce |
 VISA INCV |
| 1.56% | 2.08% | $601.9M | 1.8M | $690.2M | 2.3M | -532,229-23.27% | Reduce |
 GE AEROSPACEGE |
| 1.35% | 0.88% | $520.7M | 1.4M | $293.3M | 1.0M | +353,031+33.94% | Add |
 KLA CORPKLAC |
| 1.35% | 0.57% | $520.4M | 1.8M | $188.6M | 129,691 | +1.6M+1,252.67% | Add |
 MERCK & CO INCMRK |
| 1.24% | 1.34% | $480.3M | 3.7M | $443.3M | 3.7M | +29,728+0.80% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.19% | 0.47% | $458.3M | 967,683 | $156.5M | 468,817 | +498,866+106.41% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.18% | 1.47% | $456.2M | 486,491 | $488.3M | 490,078 | -3,587-0.73% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.15% | 1.97% | $445.6M | 3.0M | $652.9M | 4.5M | -1.5M-32.91% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.12% | 1.84% | $430.8M | 839,622 | $609.9M | 1.2M | -383,565-31.36% | Reduce |
 WALMART INCWMT |
| 1.08% | 1.76% | $416.4M | 3.7M | $585.1M | 4.7M | -1.0M-22.23% | Reduce |
 NETFLIX INCNFLX |
| 0.98% | 1.56% | $379.2M | 5.3M | $517.5M | 5.4M | -141,396-2.61% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.95% | 1.11% | $367.4M | 1.9M | $367.2M | 1.9M | +82,875+4.44% | Add |
 EATON CORP PLCETN |
| 0.85% | 0.64% | $327.6M | 775,555 | $211.8M | 596,945 | +178,610+29.92% | Add |
 AMPHENOL CORPAPH |
| 0.84% | 0.64% | $322.5M | 1.8M | $211.1M | 1.7M | +155,027+9.17% | Add |
| IISHARES 7-10YRIEF |
| 0.82% | 0.91% | $315.9M | 3.3M | $302.0M | 3.2M | +161,541+5.11% | Add |
 COCA COLA COKO |
| 0.79% | 0.9% | $306.8M | 3.8M | $299.0M | 3.9M | -170,225-4.33% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.76% | 0.83% | $291.7M | 1.3M | $275.0M | 1.4M | -49,553-3.58% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.75% | 0.12% | $288.1M | 249,868 | $40.3M | 119,336 | +130,532+109.38% | Add |
| IISHARES TRIEI |
| 0.75% | 0.83% | $287.9M | 2.4M | $275.0M | 2.3M | +126,450+5.45% | Add |
 CONOCOPHILLIPSCOP |
| 0.73% | 1.38% | $283.5M | 2.7M | $456.9M | 3.5M | -733,256-21.21% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.72% | 0.51% | $279.5M | 383,165 | $167.6M | 290,337 | +92,828+31.97% | Add |
 EXXON MOBIL CORPXOM |
| 0.72% | 1.06% | $279.3M | 2.0M | $350.0M | 2.1M | -13,443-0.65% | Reduce |
 UBS GROUP AGUBS |
| 0.72% | 0.71% | $278.1M | 5.6M | $235.7M | 6.1M | -513,151-8.39% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.72% | 0.84% | $277.3M | 3.3M | $277.3M | 3.5M | -162,942-4.64% | Reduce |
 LINDE PLCLIN |
| 0.72% | 1.12% | $276.3M | 533,494 | $372.1M | 749,933 | -216,439-28.86% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.71% | 0.96% | $275.7M | 691,419 | $319.5M | 695,468 | -4,049-0.58% | Reduce |
 PALO ALTOPANW |
| 0.71% | 0.41% | $274.3M | 808,031 | $134.8M | 847,222 | -39,191-4.63% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 1.18% | $261.9M | 523,896 | $392.3M | 819,940 | -296,044-36.11% | Reduce |
 CME GROUP INCCME |
| 0.67% | 1.21% | $257.8M | 1.2M | $402.6M | 1.4M | -192,368-14.13% | Reduce |
| TTERADYNE INCTER |
| 0.65% | 0.34% | $251.7M | 526,661 | $111.6M | 384,899 | +141,762+36.83% | Add |
| BBANK OF AMER CORPBAC |
| 0.64% | 0.64% | $247.0M | 4.3M | $212.5M | 4.4M | -60,556-1.38% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.5% | <0.01% | $192.5M | 299,651 | $365,161 | 1,350 | +298,301+22,096.37% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.5% | 0.5% | $191.6M | 390,646 | $166.9M | 402,660 | -12,014-2.98% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.49% | 0.23% | $187.2M | 1.1M | $75.5M | 621,991 | +488,986+78.62% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.47% | 0.49% | $181.8M | 548,964 | $161.3M | 533,288 | +15,676+2.94% | Add |
 Markel Group Inc.MKL |
| 0.47% | 0.56% | $181.0M | 92,601 | $185.6M | 97,383 | -4,782-4.91% | Reduce |
