 MICROSOFT CORPMSFT |
| 4.93% | 3.77% | $272.7M | 736,580 | $349.0M | 942,715 | -206,135-21.87% | Reduce |
 AMAZON COM INCAMZN |
| 3.65% | 2.61% | $201.9M | 969,393 | $241.8M | 1.2M | -191,376-16.49% | Reduce |
 BROADCOM INCAVGO |
| 2.64% | 1.88% | $146.0M | 471,588 | $173.6M | 560,778 | -89,190-15.90% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.41% | 2.08% | $133.4M | 465,021 | $192.3M | 670,372 | -205,351-30.63% | Reduce |
 META PLATFORMS INCMETA |
| 2.25% | 1.74% | $124.3M | 217,235 | $160.8M | 281,016 | -63,781-22.70% | Reduce |
 APPLE INCAAPL |
| 1.83% | 5.09% | $101.2M | 398,579 | $471.1M | 1.9M | -1.5M-78.53% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.43% | 0.85% | $78.9M | 268,389 | $78.9M | 268,389 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.27% | 0.96% | $70.1M | 413,083 | $88.7M | 523,037 | -109,954-21.02% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.23% | 5.3% | $68.0M | 390,090 | $489.9M | 2.8M | -2.4M-86.11% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.21% | 0.63% | $66.9M | 58,000 | $58.0M | 171,564 | -113,564-66.19% | Reduce |
 INTEL CORPINTC |
| 1.19% | 0.28% | $66.0M | 471,166 | $26.0M | 589,966 | -118,800-20.14% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.07% | 0.82% | $58.9M | 240,872 | $76.1M | 311,162 | -70,290-22.59% | Reduce |
 WELLTOWER INC COMWELL |
| 1.04% | 0.89% | $57.5M | 290,617 | $82.6M | 417,581 | -126,964-30.40% | Reduce |
 WALMART INCWMT |
| 0.99% | 0.67% | $55.0M | 442,160 | $62.3M | 501,646 | -59,486-11.86% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.97% | 0.29% | $53.5M | 123,533 | $26.4M | 123,533 | 00.00% | Unchanged |
| PPROLOGIS INC. COMPLD |
| 0.93% | 0.8% | $51.3M | 388,213 | $73.6M | 556,614 | -168,401-30.25% | Reduce |
 VISA INCV |
| 0.91% | 0.54% | $50.3M | 166,383 | $50.3M | 166,383 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.73% | 0.6% | $40.2M | 80,390 | $55.2M | 110,387 | -29,997-27.17% | Reduce |
 NETFLIX INCNFLX |
| 0.73% | 0.47% | $40.1M | 416,690 | $43.1M | 448,440 | -31,750-7.08% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.62% | 0.17% | $34.1M | 14,980 | $16.0M | 25,140 | -10,160-40.41% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.61% | 0.46% | $33.5M | 231,773 | $42.9M | 296,694 | -64,921-21.88% | Reduce |
 CATERPILLAR INCCAT |
| 0.6% | 0.36% | $33.1M | 46,718 | $33.1M | 46,718 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.59% | 0.36% | $32.9M | 99,963 | $32.9M | 99,963 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.58% | 0.35% | $32.3M | 661,723 | $32.3M | 661,723 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.54% | 0.47% | $29.9M | 51,450 | $43.5M | 213,897 | -162,447-75.95% | Reduce |
 MERCK & CO INCMRK |
| 0.54% | 0.41% | $29.7M | 246,988 | $37.5M | 311,685 | -64,697-20.76% | Reduce |
 GE AEROSPACEGE |
| 0.54% | 0.32% | $29.6M | 104,279 | $29.6M | 104,279 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.53% | 0.34% | $29.5M | 387,822 | $31.2M | 410,922 | -23,100-5.62% | Reduce |
 PALO ALTOPANW |
| 0.5% | 0.14% | $27.5M | 80,560 | $12.9M | 80,560 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.48% | 2.09% | $26.3M | 91,420 | $193.0M | 671,041 | -579,621-86.38% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.47% | 0.36% | $25.8M | 155,923 | $33.6M | 202,933 | -47,010-23.17% | Reduce |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.46% | 0.39% | $25.4M | 136,088 | $36.4M | 195,209 | -59,121-30.29% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.46% | 0.35% | $25.3M | 29,899 | $32.4M | 38,279 | -8,380-21.89% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.46% | 1.22% | $25.2M | 52,606 | $112.9M | 235,617 | -183,011-77.67% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.44% | 0.32% | $24.3M | 89,829 | $30.0M | 110,802 | -20,973-18.93% | Reduce |
 GE VERNOVA INCGEV |
| 0.43% | 0.26% | $23.6M | 27,020 | $23.6M | 27,020 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.41% | 0.25% | $22.9M | 46,202 | $22.9M | 46,202 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.32% | $22.6M | 93,182 | $29.9M | 123,182 | -30,000-24.35% | Reduce |
 MCDONALDS CORPMCD |
| 0.4% | 0.24% | $21.9M | 70,525 | $21.9M | 70,525 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.38% | 0.09% | $21.0M | 21,756 | $8.5M | 21,756 | 00.00% | Unchanged |
| AAT&T INCT |
| 0.36% | 0.3% | $20.1M | 692,010 | $28.2M | 972,188 | -280,178-28.82% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.36% | 0.19% | $19.8M | 31,000 | $17.6M | 64,999 | -33,999-52.31% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.36% | 0.21% | $19.8M | 212,869 | $19.8M | 212,869 | 00.00% | Unchanged |
| CCITIGROUP INCC |
| 0.36% | 0.21% | $19.7M | 173,496 | $19.7M | 173,496 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.33% | 0.2% | $18.3M | 37,201 | $18.3M | 37,201 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.32% | 0.25% | $17.9M | 174,663 | $23.3M | 226,763 | -52,100-22.98% | Reduce |
 TJX COS INC NEWTJX |
| 0.32% | 0.28% | $17.5M | 109,832 | $25.5M | 159,832 | -50,000-31.28% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.32% | 0.25% | $17.5M | 125,753 | $22.9M | 164,073 | -38,320-23.36% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.32% | 0.19% | $17.5M | 90,173 | $17.5M | 90,173 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.31% | 1.31% | $17.3M | 46,586 | $121.2M | 326,128 | -279,542-85.72% | Reduce |
