 APPLE INCAAPL |
| 4.43% | 4.35% | $170.4M | 588,854 | $145.9M | 574,924 | +13,930+2.42% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.13% | 4.17% | $158.7M | 793,065 | $139.7M | 801,303 | -8,238-1.03% | Reduce |
 ALPHABET INCGOOGL |
| 3.17% | 3.03% | $122.0M | 341,340 | $101.6M | 353,277 | -11,937-3.38% | Reduce |
 MICROSOFT CORPMSFT |
| 2.92% | 3.23% | $112.4M | 301,285 | $108.4M | 292,967 | +8,318+2.84% | Add |
| TTIDAL TRUST IDUNK |
| 2.26% | 2.06% | $86.9M | 3.4M | $69.0M | 3.4M | +11,784+0.35% | Add |
 AMAZON COM INCAMZN |
| 2.24% | 2.22% | $86.2M | 361,823 | $74.4M | 357,070 | +4,753+1.33% | Add |
 LAM RESEARCH CORPLRCX |
| 1.82% | 1.1% | $70.1M | 161,706 | $37.0M | 173,368 | -11,662-6.73% | Reduce |
 BROADCOM INCAVGO |
| 1.65% | 1.6% | $63.5M | 168,130 | $53.7M | 173,556 | -5,426-3.13% | Reduce |
 META PLATFORMS INCMETA |
| 1.3% | 1.45% | $50.1M | 88,883 | $48.8M | 85,270 | +3,613+4.24% | Add |
 CISCO SYS INCCSCO |
| 1.25% | 0.93% | $48.0M | 408,585 | $31.2M | 401,630 | +6,955+1.73% | Add |
 VISA INCV |
| 1.21% | 1.19% | $46.5M | 135,405 | $39.9M | 131,983 | +3,422+2.59% | Add |
 AMPHENOL CORPAPH |
| 1.2% | 0.23% | $46.0M | 260,722 | $7.8M | 61,629 | +199,093+323.05% | Add |
 ELI LILLY & COLLY |
| 1.11% | 1% | $42.7M | 35,592 | $33.5M | 36,422 | -830-2.28% | Reduce |
 ABBVIE INCABBV |
| 1.03% | 1% | $39.7M | 157,662 | $33.5M | 154,126 | +3,536+2.29% | Add |
 SERVICENOW INCNOW |
| 0.99% | 1.12% | $38.0M | 383,066 | $37.4M | 357,858 | +25,208+7.04% | Add |
 JPMORGAN CHASE & COJPM |
| 0.95% | 1.04% | $36.5M | 111,619 | $34.8M | 118,349 | -6,730-5.69% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.84% | 0.87% | $32.3M | 96,345 | $29.2M | 116,441 | -20,096-17.26% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.83% | 0.85% | $32.1M | 165,955 | $28.4M | 166,811 | -856-0.51% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.8% | 0.48% | $30.7M | 120,580 | $16.0M | 106,388 | +14,192+13.34% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.74% | 0.73% | $28.4M | 393,386 | $24.4M | 339,898 | +53,488+15.74% | Add |
 ANALOG DEVICES INC COMADI |
| 0.74% | 0.58% | $28.4M | 71,434 | $19.5M | 61,328 | +10,106+16.48% | Add |
| TTIDAL TRUST IDIVE |
| 0.71% | 0.8% | $27.5M | 1.1M | $26.7M | 1.1M | -42,276-3.82% | Reduce |
 DIAMONDBACK ENERGY INCFANG |
| 0.71% | 0.96% | $27.3M | 155,389 | $32.1M | 162,231 | -6,842-4.22% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.7% | 0.72% | $26.7M | 79,029 | $24.3M | 80,271 | -1,242-1.55% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.68% | 0.01% | $26.2M | 22,655 | $322,299 | 954 | +21,701+2,274.74% | Add |
 ORACLE CORPORCL |
| 0.66% | 0.69% | $25.4M | 173,543 | $23.1M | 156,703 | +16,840+10.75% | Add |
 ALLSTATE CORPALL |
| 0.66% | 0.66% | $25.4M | 106,757 | $22.2M | 106,993 | -236-0.22% | Reduce |
 DATADOG INCDDOG |
| 0.66% | 0.34% | $25.4M | 97,412 | $11.5M | 97,388 | +24+0.02% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.64% | 0.78% | $24.6M | 135,943 | $26.0M | 157,434 | -21,491-13.65% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.64% | 0.77% | $24.5M | 169,750 | $25.7M | 216,864 | -47,114-21.73% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.64% | 0.76% | $24.5M | 149,923 | $25.4M | 147,141 | +2,782+1.89% | Add |
 WELLS FARGO CO NEWWFC |
| 0.62% | 0.72% | $23.6M | 286,035 | $24.1M | 302,977 | -16,942-5.59% | Reduce |
 SLB LIMITEDSLB |
| 0.61% | 0.85% | $23.3M | 501,014 | $28.4M | 553,098 | -52,084-9.42% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.56% | 0.27% | $21.6M | 148,094 | $9.2M | 70,245 | +77,849+110.82% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.56% | 0.59% | $21.5M | 22,017 | $19.9M | 22,188 | -171-0.77% | Reduce |
| UULTRA CLEAN HLDGS INCUCTT |
| 0.53% | 0.46% | $20.3M | 142,420 | $15.5M | 249,436 | -107,016-42.90% | Reduce |
 SYSCO CORP COMSYY |
| 0.51% | 0.49% | $19.4M | 232,293 | $16.4M | 230,527 | +1,766+0.77% | Add |
 TJX COS INC NEWTJX |
| 0.5% | 0.64% | $19.4M | 127,894 | $21.5M | 134,364 | -6,470-4.82% | Reduce |
 DISNEY WALT CODIS |
| 0.5% | 0.35% | $19.2M | 199,029 | $11.6M | 120,834 | +78,195+64.71% | Add |
 RESTAURANT BRANDS INTL INCQSR |
| 0.49% | 0.6% | $18.8M | 259,280 | $20.2M | 273,780 | -14,500-5.30% | Reduce |
 LIGAND PHARMACEUTICALS INCLGND |
| 0.47% | 0.41% | $18.2M | 57,520 | $13.8M | 69,234 | -11,714-16.92% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 0.46% | 0.49% | $17.8M | 47,706 | $16.3M | 50,480 | -2,774-5.50% | Reduce |
| DDYCOM INDS INCDY |
| 0.46% | 0.41% | $17.6M | 34,905 | $13.7M | 40,327 | -5,422-13.45% | Reduce |
 PEDIATRIX MEDICAL GROUP INCMD |
| 0.45% | 0.46% | $17.3M | 681,748 | $15.6M | 727,246 | -45,498-6.26% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.44% | 0.52% | $17.1M | 195,919 | $17.4M | 259,284 | -63,365-24.44% | Reduce |
 SHOPIFY INCSHOP |
| 0.44% | 0.33% | $16.8M | 147,326 | $11.2M | 94,521 | +52,805+55.87% | Add |
 CENTERPOINT ENERGY INC COMCNP |
| 0.43% | 0.48% | $16.5M | 373,884 | $16.0M | 370,736 | +3,148+0.85% | Add |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.39% | $16.0M | 45,382 | $12.9M | 45,062 | +320+0.71% | Add |
 LINDE PLCLIN |
| 0.41% | 0.45% | $15.7M | 30,248 | $15.0M | 30,245 | +3+0.01% | Add |
 MCKESSON CORP COMMCK |
| 0.41% | 0.53% | $15.6M | 20,694 | $17.9M | 20,629 | +65+0.32% | Add |
