 APPLE INCAAPL |
| 16.69% | 16.93% | $155.1M | 536,055 | $138.2M | 544,538 | -8,483-1.56% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 12.06% | 12.24% | $112.1M | 560,003 | $99.9M | 572,728 | -12,725-2.22% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 6.22% | 7.76% | $57.8M | 61,747 | $63.4M | 63,595 | -1,848-2.91% | Reduce |
 APPLIED MATLS INCAMAT |
| 5.3% | 2.9% | $49.3M | 68,157 | $23.7M | 69,295 | -1,138-1.64% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.05% | 3.8% | $37.7M | 106,559 | $31.0M | 108,110 | -1,551-1.43% | Reduce |
 WALMART INCWMT |
| 3.29% | 4.3% | $30.6M | 269,976 | $35.1M | 282,141 | -12,165-4.31% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 2.99% | 1.48% | $27.8M | 93,206 | $12.1M | 121,832 | -28,626-23.50% | Reduce |
| RRBB FD INCTBIL |
| 2.84% | 2.8% | $26.4M | 528,870 | $22.9M | 458,779 | +70,091+15.28% | Add |
 AMAZON COM INCAMZN |
| 2.61% | 2.74% | $24.3M | 101,801 | $22.4M | 107,561 | -5,760-5.36% | Reduce |
 CISCO SYS INCCSCO |
| 1.93% | 1.55% | $17.9M | 152,811 | $12.7M | 163,375 | -10,564-6.47% | Reduce |
 MICROSOFT CORPMSFT |
| 1.91% | 2.12% | $17.7M | 47,532 | $17.3M | 46,732 | +800+1.71% | Add |
| TTERADYNE INCTER |
| 1.47% | 1.06% | $13.7M | 28,238 | $8.6M | 29,138 | -900-3.09% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.25% | 1.76% | $11.6M | 99,360 | $14.3M | 97,942 | +1,418+1.45% | Add |
 PROCTER & GAMBLE COPG |
| 1.22% | 1.2% | $11.4M | 77,598 | $9.8M | 68,001 | +9,597+14.11% | Add |
| PPROSHARES TRSSO |
| 1.22% | 1.01% | $11.3M | 167,727 | $8.3M | 159,042 | +8,685+5.46% | Add |
 CATERPILLAR INCCAT |
| 1.1% | 0.94% | $10.2M | 9,610 | $7.7M | 10,870 | -1,260-11.59% | Reduce |
 LOWES COS INC COMLOW |
| 1.08% | 1.36% | $10.0M | 45,506 | $11.1M | 46,911 | -1,405-3.00% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.08% | 1.63% | $10.0M | 73,098 | $13.3M | 78,181 | -5,083-6.50% | Reduce |
 COCA COLA COKO |
| 1.03% | 1.14% | $9.6M | 117,990 | $9.3M | 122,861 | -4,871-3.96% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1% | 0.43% | $9.3M | 16,022 | $3.5M | 17,430 | -1,408-8.08% | Reduce |
 ALPHABET INCGOOGL |
| 0.99% | 0.89% | $9.2M | 25,647 | $7.3M | 25,374 | +273+1.08% | Add |
| QQUALCOMM INCQCOM |
| 0.9% | 0.88% | $8.4M | 45,306 | $7.2M | 55,896 | -10,590-18.95% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 0.81% | 0.96% | $7.5M | 81,255 | $7.8M | 82,954 | -1,699-2.05% | Reduce |
 CORNING INCGLW |
| 0.8% | 0.5% | $7.5M | 29,170 | $4.1M | 30,250 | -1,080-3.57% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.76% | 0.43% | $7.1M | 16,340 | $3.5M | 16,564 | -224-1.35% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.7% | 0.96% | $6.5M | 12,754 | $7.9M | 12,993 | -239-1.84% | Reduce |
| DDECKERS OUTDOOR CORPSGVT |
| 0.68% | 0.79% | $6.3M | 63,687 | $6.4M | 64,102 | -415-0.65% | Reduce |
 SKYWORKS SOLUTIONS INCSWKS |
| 0.66% | 0.62% | $6.1M | 90,478 | $5.1M | 94,529 | -4,051-4.29% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.62% | 0.21% | $5.8M | 5,020 | $1.7M | 5,150 | -130-2.52% | Reduce |
 ADOBE INC COMADBE |
| 0.62% | 0.85% | $5.8M | 28,167 | $7.0M | 28,597 | -430-1.50% | Reduce |
 META PLATFORMS INCMETA |
| 0.61% | 0.74% | $5.7M | 10,123 | $6.0M | 10,571 | -448-4.24% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.6% | 0.55% | $5.6M | 48,944 | $4.5M | 49,827 | -883-1.77% | Reduce |
 VEEVA SYS INCVEEV |
| 0.54% | 0.52% | $5.0M | 28,220 | $4.2M | 24,067 | +4,153+17.26% | Add |
 RTX CORPORATIONRTX |
| 0.54% | 0.62% | $5.0M | 26,272 | $5.1M | 26,187 | +85+0.32% | Add |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.52% | $4.8M | 83,569 | $4.2M | 86,485 | -2,916-3.37% | Reduce |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.51% | 0.48% | $4.7M | 29,740 | $3.9M | 30,790 | -1,050-3.41% | Reduce |
 ORACLE CORPORCL |
| 0.5% | 0.6% | $4.7M | 31,830 | $4.9M | 33,130 | -1,300-3.92% | Reduce |
 TARGET CORP COMTGT |
| 0.47% | 0.51% | $4.4M | 33,524 | $4.2M | 34,573 | -1,049-3.03% | Reduce |
 FEDEX CORPFDX |
| 0.46% | 0.63% | $4.3M | 13,704 | $5.1M | 14,454 | -750-5.19% | Reduce |
| PPROSHARES TRDDM |
| 0.43% | 0.42% | $4.0M | 61,200 | $3.4M | 65,550 | -4,350-6.64% | Reduce |
 INTEL CORPINTC |
| 0.4% | 0.37% | $3.7M | 26,834 | $3.0M | 69,018 | -42,184-61.12% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.4% | 0.41% | $3.7M | 16,567 | $3.4M | 16,667 | -100-0.60% | Reduce |
 MORGAN STANLEYMS |
| 0.39% | 0.35% | $3.6M | 17,126 | $2.9M | 17,426 | -300-1.72% | Reduce |
 BANCORP INC DELTBBK |
| 0.38% | 0.37% | $3.5M | 56,378 | $3.0M | 56,378 | 00.00% | Unchanged |
| KKULICKE & SOFFA INDS INCKLIC |
| 0.38% | 0.23% | $3.5M | 26,340 | $1.9M | 28,340 | -2,000-7.06% | Reduce |
 SAP SE SPON ADRSAP |
| 0.36% | 0.47% | $3.4M | 21,934 | $3.8M | 22,460 | -526-2.34% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.35% | 0.36% | $3.2M | 29,893 | $3.0M | 30,159 | -266-0.88% | Reduce |
 DISNEY WALT CODIS |
| 0.34% | 0.43% | $3.1M | 32,652 | $3.5M | 36,038 | -3,386-9.40% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.32% | 0.36% | $3.0M | 36,240 | $2.9M | 36,960 | -720-1.95% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.31% | 0.32% | $2.9M | 13,413 | $2.6M | 13,441 | -28-0.21% | Reduce |
