 NVIDIA CORPORATIONNVDA |
| 22.04% | 21.78% | $76.1M | 380,500 | $65.6M | 376,000 | +4,500+1.20% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 13.69% | 11% | $47.3M | 99,000 | $33.1M | 98,000 | +1,000+1.02% | Add |
 ELI LILLY & COLLY |
| 8.51% | 8.4% | $29.4M | 24,500 | $25.3M | 27,500 | -3,000-10.91% | Reduce |
 AMAZON COM INCAMZN |
| 6.73% | 6.8% | $23.2M | 97,500 | $20.5M | 98,250 | -750-0.76% | Reduce |
 APPLE INCAAPL |
| 4.48% | 4.64% | $15.5M | 53,500 | $14.0M | 55,000 | -1,500-2.73% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 4.39% | 4.78% | $15.2M | 15,000 | $14.4M | 17,000 | -2,000-11.76% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 4.35% | 4.91% | $15.0M | 8,850 | $14.8M | 8,550 | +300+3.51% | Add |
| FFEDERAL AGRIC MTG CORPAGM/A |
| 4.34% | 4.04% | $15.0M | 102,000 | $12.2M | 102,250 | -250-0.24% | Reduce |
 COHERENT CORPCOHR |
| 4.05% | 2.22% | $14.0M | 35,500 | $6.7M | 28,000 | +7,500+26.79% | Add |
 TESLA INCTSLA |
| 3.96% | 4.01% | $13.7M | 32,500 | $12.1M | 32,500 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 3.96% | 4.49% | $13.7M | 41,750 | $13.5M | 46,000 | -4,250-9.24% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 3.63% | 4.15% | $12.5M | 107,500 | $12.5M | 85,500 | +22,000+25.73% | Add |
 PARK HOTELS & RESORTS INCPK |
| 3.42% | 3.09% | $11.8M | 830,000 | $9.3M | 882,500 | -52,500-5.95% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 3.03% | 3.58% | $10.5M | 14 | $10.8M | 15 | -1-6.67% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 2.71% | 3.1% | $9.4M | 72,500 | $9.3M | 87,500 | -15,000-17.14% | Reduce |
| KKKR & CO INC COMKKR |
| 2.66% | 3.07% | $9.2M | 100,000 | $9.3M | 100,000 | 00.00% | Unchanged |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 1.5% | 1.98% | $5.2M | 83,000 | $6.0M | 62,500 | +20,500+32.80% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.13% | 2.4% | $3.9M | 44,000 | $7.2M | 95,000 | -51,000-53.68% | Reduce |
| FFEDERAL NATL MTG ASSNFNMA |
| 0.8% | 0.79% | $2.8M | 423,000 | $2.4M | 329,500 | +93,500+28.38% | Add |
| FFEDERAL AGRIC MTG CORPAGM |
| 0.63% | 0.78% | $2.2M | 11,000 | $2.3M | 15,750 | -4,750-30.16% | Reduce |
