 NVIDIA CORPORATIONNVDA |
| 4.71% | 5.67% | $1.92B | 11.0M | $1.79B | 11.8M | -857,120-7.25% | Reduce |
 APPLE INCAAPL |
| 4.59% | 4.11% | $1.87B | 7.4M | $1.30B | 5.9M | +1.5M+25.21% | Add |
 MICROSOFT CORPMSFT |
| 4.43% | 5.76% | $1.80B | 5.5M | $1.82B | 5.7M | -130,877-2.31% | Reduce |
 BROADCOM INCAVGO |
| 4% | 4.63% | $1.63B | 4.9M | $1.46B | 5.4M | -514,438-9.45% | Reduce |
 AMAZON COM INCAMZN |
| 3.75% | 4.32% | $1.52B | 7.3M | $1.36B | 7.5M | -232,071-3.07% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.58% | 0.7% | $1.46B | 1.4M | $220.2M | 751,058 | +694,138+92.42% | Add |
 ELI LILLY & COLLY |
| 3.12% | 2.94% | $1.27B | 1.2M | $927.4M | 1.2M | +48,609+4.18% | Add |
 JPMORGAN CHASE & COJPM |
| 2.5% | 2.72% | $1.02B | 3.6M | $858.4M | 3.4M | +192,186+5.72% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.01% | 0.53% | $816.5M | 1.6M | $167.3M | 947,525 | +659,438+69.60% | Add |
 INTEL CORPINTC |
| 1.42% | 0.35% | $576.3M | 4.7M | $110.8M | 2.9M | +1.8M+63.10% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.38% | 1.95% | $563.7M | 1.3M | $614.1M | 1.4M | -161,259-11.39% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.35% | 1.14% | $549.9M | 1.3M | $359.2M | 863,760 | +392,696+45.46% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.3% | 2.08% | $528.5M | 645,893 | $657.2M | 759,919 | -114,026-15.01% | Reduce |
 VISA INCV |
| 1.18% | 1.02% | $481.5M | 1.6M | $320.8M | 1.2M | +381,693+31.21% | Add |
 WALMART INCWMT |
| 1.11% | 0.97% | $453.5M | 4.6M | $304.8M | 2.8M | +1.8M+61.97% | Add |
 APPLIED MATLS INCAMAT |
| 1.08% | 0.48% | $439.7M | 695,240 | $152.6M | 514,499 | +180,741+35.13% | Add |
 LAM RESEARCH CORPLRCX |
| 1.04% | 0.49% | $423.2M | 1.1M | $154.4M | 832,592 | +283,859+34.09% | Add |
 CISCO SYS INCCSCO |
| 0.92% | 0.57% | $373.7M | 3.6M | $181.4M | 2.7M | +943,598+35.02% | Add |
 ABBVIE INCABBV |
| 0.87% | 0.75% | $355.1M | 1.6M | $235.8M | 1.2M | +364,447+29.18% | Add |
 CORNING INCGLW |
| 0.84% | 0.28% | $343.5M | 1.5M | $87.0M | 736,826 | +800,728+108.67% | Add |
 ARISTA NETWORKS INCANET |
| 0.79% | 0.86% | $323.1M | 2.2M | $269.9M | 2.5M | -357,904-14.13% | Reduce |
 KLA CORPKLAC |
| 0.76% | 0.36% | $308.6M | 1.2M | $114.3M | 89,463 | +1.1M+1,207.18% | Add |
 GE AEROSPACEGE |
| 0.76% | 0.58% | $308.1M | 942,446 | $182.6M | 741,392 | +201,054+27.12% | Add |
| BBANK OF AMER CORPBAC |
| 0.73% | 0.58% | $296.8M | 6.0M | $183.8M | 4.3M | +1.6M+37.10% | Add |
 TJX COS INC NEWTJX |
| 0.71% | 1.32% | $289.8M | 2.2M | $417.4M | 3.0M | -824,709-27.39% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.71% | 0.42% | $288.5M | 793,553 | $133.6M | 568,823 | +224,730+39.51% | Add |
 HOME DEPOT INCHD |
| 0.69% | 0.66% | $279.8M | 907,144 | $207.6M | 727,286 | +179,858+24.73% | Add |
 PROCTER & GAMBLE COPG |
| 0.67% | 0.67% | $272.6M | 2.1M | $210.5M | 1.7M | +446,084+26.56% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.65% | 1.26% | $266.5M | 607,825 | $397.7M | 932,138 | -324,313-34.79% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.64% | 1.09% | $258.9M | 788,610 | $343.0M | 1.4M | -633,539-44.55% | Reduce |
 MERCK & CO INCMRK |
| 0.62% | 0.57% | $253.9M | 2.3M | $178.3M | 1.7M | +551,301+32.28% | Add |
 COCA COLA COKO |
| 0.61% | 0.52% | $248.5M | 3.5M | $163.2M | 2.5M | +1.0M+41.35% | Add |
 NETFLIX INCNFLX |
| 0.56% | 0.73% | $227.6M | 3.6M | $231.2M | 2.8M | +873,186+31.51% | Add |
 PROGRESSIVE CORPPGR |
| 0.55% | 0.92% | $224.1M | 1.2M | $289.5M | 1.7M | -509,919-30.30% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.54% | 0.42% | $221.0M | 249,833 | $131.5M | 179,124 | +70,709+39.47% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.52% | 0.13% | $213.2M | 530,872 | $42.5M | 101,032 | +429,840+425.45% | Add |
 ROYAL BK CDA COMRY |
| 0.52% | 0.39% | $212.6M | 1.2M | $121.5M | 868,881 | +305,334+35.14% | Add |
| SSANDISK CORP COMSNDK |
| 0.52% | — | $209.7M | 105,465 | $0 | 0 | +105,465 | New Buy |
 FIFTH THIRD BANCORP COMFITB |
| 0.51% | 0.86% | $206.6M | 4.2M | $272.1M | 6.7M | -2.6M-37.90% | Reduce |
 LINDE PLCLIN |
| 0.5% | 0.5% | $205.6M | 452,991 | $156.2M | 363,099 | +89,892+24.76% | Add |
 PALO ALTOPANW |
| 0.5% | 0.25% | $203.1M | 680,760 | $79.0M | 567,684 | +113,076+19.92% | Add |
 TEXAS INSTRS INCTXN |
| 0.49% | 0.3% | $200.1M | 767,401 | $94.9M | 563,066 | +204,335+36.29% | Add |
 STRYKER CORPORATIONSYK |
| 0.48% | 0.96% | $197.4M | 716,904 | $303.6M | 1.1M | -347,728-32.66% | Reduce |
 MORGAN STANLEYMS |
| 0.46% | 0.33% | $189.0M | 1.0M | $102.8M | 719,987 | +313,837+43.59% | Add |
 AMPHENOL CORPAPH |
| 0.46% | 0.39% | $188.7M | 1.2M | $122.8M | 1.1M | +103,725+9.26% | Add |
 ORACLE CORPORCL |
| 0.46% | 0.42% | $187.7M | 1.5M | $133.7M | 1.0M | +417,098+39.83% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.46% | 0.9% | $185.7M | 533,954 | $283.6M | 708,812 | -174,858-24.67% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.44% | 0.41% | $178.7M | 2.5M | $128.5M | 1.9M | +611,937+32.89% | Add |
| CCITIGROUP INCC |
| 0.44% | 0.3% | $177.6M | 1.5M | $94.6M | 961,487 | +489,176+50.88% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.43% | 0.87% | $176.0M | 560,582 | $275.7M | 1.3M | -706,700-55.77% | Reduce |
