 NVIDIA CORPORATIONNVDA |
| 7.58% | 8.31% | $3.51B | 17.5M | $3.31B | 19.0M | -1.5M-7.66% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.51% | 4.92% | $2.55B | 7.2M | $1.96B | 6.8M | +385,573+5.64% | Add |
 APPLE INCAAPL |
| 5.2% | 5.81% | $2.41B | 8.3M | $2.32B | 9.1M | -808,950-8.86% | Reduce |
 MICROSOFT CORPMSFT |
| 4.12% | 5.55% | $1.91B | 5.1M | $2.21B | 6.0M | -857,292-14.35% | Reduce |
 AMAZON COM INCAMZN |
| 3.3% | 3.43% | $1.53B | 6.4M | $1.37B | 6.6M | -156,267-2.38% | Reduce |
 BROADCOM INCAVGO |
| 3.06% | 2.99% | $1.41B | 3.7M | $1.19B | 3.9M | -111,219-2.88% | Reduce |
 META PLATFORMS INCMETA |
| 1.97% | 2.11% | $913.7M | 1.6M | $841.4M | 1.5M | +151,325+10.29% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.96% | 0.73% | $905.5M | 784,498 | $290.4M | 859,664 | -75,166-8.74% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.95% | 0.31% | $903.3M | 1.2M | $123.0M | 359,763 | +889,623+247.28% | Add |
 JPMORGAN CHASE & COJPM |
| 1.69% | 1.69% | $780.4M | 2.4M | $672.1M | 2.3M | +99,182+4.34% | Add |
 LAM RESEARCH CORPLRCX |
| 1.51% | 0.84% | $698.0M | 1.6M | $333.4M | 1.6M | +50,329+3.23% | Add |
 ELI LILLY & COLLY |
| 1.41% | 1.33% | $653.7M | 544,998 | $530.0M | 576,203 | -31,205-5.42% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.33% | 0.55% | $614.1M | 1.1M | $221.0M | 1.1M | -29,456-2.71% | Reduce |
| CCITIGROUP INCC |
| 1.01% | 1% | $468.1M | 3.3M | $397.8M | 3.5M | -163,090-4.65% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.86% | 1.01% | $397.4M | 7.0M | $403.3M | 8.3M | -1.3M-15.70% | Reduce |
 CORNING INCGLW |
| 0.84% | 0.48% | $391.2M | 1.5M | $193.1M | 1.4M | +110,885+7.81% | Add |
 MORGAN STANLEYMS |
| 0.76% | 0.75% | $352.3M | 1.7M | $298.6M | 1.8M | -129,142-7.12% | Reduce |
 INTEL CORPINTC |
| 0.76% | 0.31% | $352.3M | 2.5M | $122.6M | 2.8M | -254,553-9.17% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.73% | 0.78% | $335.8M | 1.3M | $310.3M | 1.3M | +52,861+4.16% | Add |
 ALPHABET INCGOOGL |
| 0.7% | 0.72% | $323.8M | 906,165 | $288.4M | 1.0M | -96,724-9.64% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.68% | 0.53% | $314.8M | 757,505 | $212.1M | 783,880 | -26,375-3.36% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.68% | 0.7% | $313.9M | 310,391 | $278.1M | 328,720 | -18,329-5.58% | Reduce |
 KLA CORPKLAC |
| 0.61% | 0.23% | $281.0M | 931,319 | $90.4M | 61,393 | +869,926+1,416.98% | Add |
 DISNEY WALT CODIS |
| 0.59% | 0.3% | $273.0M | 2.8M | $120.9M | 1.3M | +1.6M+126.20% | Add |
 NETFLIX INCNFLX |
| 0.59% | 0.32% | $270.9M | 3.8M | $127.4M | 1.3M | +2.5M+186.28% | Add |
 GE VERNOVA INCGEV |
| 0.58% | 0.5% | $270.2M | 229,976 | $198.3M | 227,164 | +2,812+1.24% | Add |
 LINDE PLCLIN |
| 0.58% | 0.65% | $268.5M | 517,451 | $260.6M | 525,612 | -8,161-1.55% | Reduce |
 VISA INCV |
| 0.57% | 0.59% | $265.9M | 774,932 | $234.8M | 776,705 | -1,773-0.23% | Reduce |
 TESLA INCTSLA |
| 0.54% | 1.07% | $252.0M | 599,175 | $428.0M | 1.2M | -552,039-47.95% | Reduce |
 CATERPILLAR INCCAT |
| 0.53% | 0.41% | $246.5M | 231,511 | $162.4M | 229,297 | +2,214+0.97% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.53% | 0.61% | $245.7M | 4.3M | $243.2M | 4.0M | +255,152+6.36% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.53% | 0.59% | $244.0M | 487,552 | $235.1M | 490,547 | -2,995-0.61% | Reduce |
 WELLTOWER INC COMWELL |
| 0.51% | 0.53% | $235.5M | 1.0M | $210.8M | 1.1M | -28,701-2.69% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.48% | 0.56% | $221.4M | 431,110 | $222.7M | 445,783 | -14,673-3.29% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.48% | 0.14% | $220.7M | 511,599 | $56.6M | 344,717 | +166,882+48.41% | Add |
 SALESFORCE INCCRM |
| 0.47% | 0.57% | $218.8M | 1.4M | $228.1M | 1.2M | +174,430+14.27% | Add |
| FFLEX LTDFLEX |
| 0.46% | 0.32% | $211.1M | 1.3M | $128.7M | 2.0M | -663,319-33.74% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.45% | 0.94% | $207.7M | 1.6M | $373.5M | 2.7M | -1.0M-38.65% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.44% | 0.48% | $203.6M | 1.0M | $191.4M | 1.0M | -34,218-3.26% | Reduce |
 US BANCORPUSB |
| 0.44% | 0.25% | $202.5M | 3.4M | $98.2M | 1.9M | +1.5M+77.53% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.43% | 0.39% | $201.2M | 2.1M | $156.3M | 2.2M | -63,631-2.95% | Reduce |
 PFIZER INCPFE |
| 0.43% | 0.6% | $200.5M | 8.3M | $237.9M | 8.5M | -144,649-1.71% | Reduce |
 CISCO SYS INCCSCO |
| 0.43% | 0.38% | $199.6M | 1.7M | $151.4M | 2.0M | -252,198-12.92% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.42% | 0.46% | $193.3M | 813,767 | $182.7M | 864,827 | -51,060-5.90% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.42% | 0.16% | $192.2M | 953,369 | $64.6M | 309,067 | +644,302+208.47% | Add |
 ORACLE CORPORCL |
| 0.4% | 0.47% | $185.1M | 1.3M | $187.6M | 1.3M | -11,850-0.93% | Reduce |
| TTERADYNE INCTER |
| 0.39% | 0.26% | $179.2M | 370,310 | $103.3M | 348,553 | +21,757+6.24% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.38% | 0.36% | $176.6M | 2.0M | $141.9M | 2.1M | -86,453-4.09% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.38% | 0.06% | $175.2M | 588,197 | $25.8M | 260,229 | +327,968+126.03% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.37% | 0.41% | $172.7M | 1.6M | $163.6M | 1.7M | -122,136-7.20% | Reduce |
