 NVIDIA CORPORATIONNVDA |
| 4.78% | 5.02% | $1.85B | 9.2M | $1.61B | 9.2M | +4,049+0.04% | Add |
 APPLE INCAAPL |
| 3.58% | 3.65% | $1.39B | 4.8M | $1.17B | 4.6M | +176,059+3.81% | Add |
 MICROSOFT CORPMSFT |
| 2.93% | 4.84% | $1.14B | 3.0M | $1.55B | 4.2M | -1.1M-27.37% | Reduce |
 ALPHABET INCGOOGL |
| 2.69% | 2.75% | $1.04B | 2.9M | $881.7M | 3.1M | -144,190-4.70% | Reduce |
 TELESAT CORP CL A & CL B SHSTSAT |
| 2.38% | 2.05% | $921.9M | 18.2M | $659.2M | 18.2M | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.22% | 2.13% | $860.0M | 2.3M | $683.5M | 2.2M | +68,544+3.10% | Add |
 AMAZON COM INCAMZN |
| 2.19% | 2.64% | $847.3M | 3.6M | $847.5M | 4.1M | -514,484-12.64% | Reduce |
 CANADIAN IMPERIAL BANK OF COCM |
| 1.74% | 1.84% | $672.3M | 5.8M | $591.7M | 6.2M | -398,257-6.38% | Reduce |
 ROYAL BK CDA COMRY |
| 1.61% | 1.21% | $625.1M | 3.0M | $387.5M | 2.4M | +625,600+26.11% | Add |
 JPMORGAN CHASE & COJPM |
| 1.39% | 1.34% | $536.9M | 1.6M | $428.8M | 1.5M | +182,402+12.51% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.37% | 0.46% | $531.0M | 460,028 | $146.9M | 434,759 | +25,269+5.81% | Add |
 ELI LILLY & COLLY |
| 1.14% | 1.19% | $441.8M | 368,356 | $382.9M | 416,347 | -47,991-11.53% | Reduce |
 META PLATFORMS INCMETA |
| 1.13% | 1.38% | $437.9M | 777,473 | $442.8M | 773,901 | +3,572+0.46% | Add |
 KLA CORPKLAC |
| 1.04% | 0.34% | $403.8M | 1.3M | $108.6M | 73,758 | +1.3M+1,714.36% | Add |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.01% | 0.85% | $391.0M | 3.2M | $273.9M | 2.9M | +287,220+9.80% | Add |
 ASTRAZENECA PLCAZN |
| 0.96% | 1.29% | $373.1M | 2.0M | $415.1M | 2.1M | -92,706-4.44% | Reduce |
 TESLA INCTSLA |
| 0.94% | 0.97% | $363.6M | 864,452 | $310.2M | 834,409 | +30,043+3.60% | Add |
 VISA INCV |
| 0.9% | 0.86% | $346.8M | 1.0M | $276.4M | 914,489 | +96,384+10.54% | Add |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.78% | $304.7M | 862,348 | $251.9M | 878,134 | -15,786-1.80% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.72% | 1.03% | $278.5M | 556,495 | $331.9M | 692,591 | -136,096-19.65% | Reduce |
 ABBVIE INCABBV |
| 0.71% | 0.8% | $274.0M | 1.1M | $255.8M | 1.2M | -87,227-7.42% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.64% | 0.44% | $248.2M | 4.4M | $140.8M | 2.9M | +1.5M+50.87% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.64% | 0.64% | $247.2M | 244,401 | $204.7M | 241,976 | +2,425+1.00% | Add |
 VANECK ETF TRUSTSMH |
| 0.63% | — | $245.3M | 374,000 | $0 | 0 | +374,000 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.62% | 0.18% | $242.1M | 416,800 | $59.4M | 292,031 | +124,769+42.72% | Add |
 UNION PAC CORPUNP |
| 0.62% | 0.67% | $241.4M | 887,678 | $215.2M | 886,914 | +764+0.09% | Add |
 UNITED RENTALS INCURI |
| 0.58% | 0.48% | $224.3M | 198,026 | $153.3M | 210,478 | -12,452-5.92% | Reduce |
 NETFLIX INCNFLX |
| 0.56% | 0.69% | $218.4M | 3.1M | $222.5M | 2.3M | +744,571+32.18% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.56% | 0.69% | $215.8M | 420,099 | $221.0M | 442,308 | -22,209-5.02% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.55% | 0.62% | $213.1M | 536,614 | $198.8M | 624,976 | -88,362-14.14% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.54% | 0.4% | $208.9M | 700,914 | $128.6M | 662,294 | +38,620+5.83% | Add |
 BANK MONTREAL MEDIUM COMBMO |
| 0.54% | 0.47% | $207.9M | 1.2M | $151.1M | 1.1M | +61,840+5.54% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.12% | $207.1M | 498,196 | $39.7M | 146,678 | +351,518+239.65% | Add |
 EATON CORP PLCETN |
| 0.53% | 0.58% | $204.6M | 480,259 | $187.7M | 524,798 | -44,539-8.49% | Reduce |
 WW GRAINGER INCGWW |
| 0.52% | 0.41% | $202.0M | 148,511 | $130.8M | 119,880 | +28,631+23.88% | Add |
 SHOPIFY INCSHOP |
| 0.52% | 0.22% | $201.1M | 1.8M | $72.0M | 606,967 | +1.2M+189.95% | Add |
 INTEL CORPINTC |
| 0.47% | 0.26% | $181.2M | 1.3M | $82.6M | 1.9M | -574,780-30.69% | Reduce |
 AUTOZONE INCAZO |
| 0.45% | 0.54% | $173.4M | 54,252 | $174.8M | 51,740 | +2,512+4.86% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.43% | 0.47% | $168.5M | 172,222 | $150.5M | 168,125 | +4,097+2.44% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.43% | 0.58% | $166.6M | 670,602 | $186.5M | 667,988 | +2,614+0.39% | Add |
 EXXON MOBIL CORPXOM |
| 0.42% | 0.73% | $164.3M | 1.2M | $234.2M | 1.4M | -178,845-12.96% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.41% | 0.28% | $160.2M | 214,567 | $89.5M | 137,634 | +76,933+55.90% | Add |
 ORACLE CORPORCL |
| 0.41% | 0.43% | $157.0M | 1.1M | $137.4M | 933,840 | +137,146+14.69% | Add |
 ARISTA NETWORKS INCANET |
| 0.38% | 0.07% | $149.0M | 877,224 | $22.2M | 180,820 | +696,404+385.14% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.38% | 0.56% | $147.3M | 1.9M | $178.5M | 1.9M | -22,583-1.16% | Reduce |
 UBS GROUP AGUBS |
| 0.37% | 0.31% | $145.1M | 2.9M | $101.2M | 2.5M | +384,255+15.12% | Add |
 BANK NOVA SCOTIA B CBNS |
| 0.37% | 0.44% | $144.8M | 1.7M | $140.5M | 2.0M | -355,068-17.53% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.37% | 0.56% | $142.8M | 851,577 | $179.1M | 852,658 | -1,081-0.13% | Reduce |
| QQUALCOMM INCQCOM |
| 0.36% | 0.08% | $139.6M | 755,528 | $24.6M | 191,373 | +564,155+294.79% | Add |
 BROOKFIELD CORPBN |
| 0.35% | 0.19% | $136.7M | 3.2M | $61.5M | 1.5M | +1.7M+111.37% | Add |
