 NVIDIA CORPORATIONNVDA |
| 5.39% | 4.9% | $70.4M | 351,622 | $76.8M | 411,783 | -60,161-14.61% | Reduce |
 ALPHABET INCGOOGL |
| 5.14% | 5.09% | $67.1M | 187,665 | $79.7M | 254,721 | -67,056-26.33% | Reduce |
 MICROSOFT CORPMSFT |
| 3.98% | 5.24% | $51.9M | 139,116 | $82.2M | 169,875 | -30,759-18.11% | Reduce |
 APPLE INCAAPL |
| 3.9% | 3.97% | $50.9M | 176,077 | $62.2M | 228,914 | -52,837-23.08% | Reduce |
 AMAZON COM INCAMZN |
| 3.2% | 2.85% | $41.7M | 175,049 | $44.7M | 193,517 | -18,468-9.54% | Reduce |
 UBS GROUP AGUBS |
| 2.9% | 3.04% | $37.9M | 762,272 | $47.6M | 1.0M | -258,079-25.29% | Reduce |
 BROADCOM INCAVGO |
| 2.82% | 1.76% | $36.9M | 97,566 | $27.5M | 79,581 | +17,985+22.60% | Add |
 META PLATFORMS INCMETA |
| 2.5% | 2.83% | $32.6M | 57,863 | $44.4M | 67,250 | -9,387-13.96% | Reduce |
 ELI LILLY & COLLY |
| 2.1% | 1.39% | $27.4M | 22,843 | $21.7M | 20,201 | +2,642+13.08% | Add |
 APPLIED MATLS INCAMAT |
| 2.1% | 0.69% | $27.4M | 37,829 | $10.8M | 42,176 | -4,347-10.31% | Reduce |
| IISHARES INCURTH |
| 2.08% | 1.63% | $27.2M | 134,058 | $25.5M | 137,304 | -3,246-2.36% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.85% | 0.86% | $24.2M | 50,641 | $13.5M | 44,295 | +6,346+14.33% | Add |
 ASTRAZENECA PLCAZN |
| 1.74% | 0.25% | $22.7M | 121,143 | $3.9M | 42,793 | +78,350+183.09% | Add |
 VISA INCV |
| 1.44% | 2.02% | $18.9M | 54,977 | $31.6M | 90,067 | -35,090-38.96% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.14% | 0.04% | $14.8M | 12,838 | $582,522 | 2,041 | +10,797+529.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.12% | 0.74% | $14.6M | 57,382 | $11.6M | 55,945 | +1,437+2.57% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 1.09% | 0.96% | $14.2M | 42,899 | $15.0M | 52,112 | -9,213-17.68% | Reduce |
 CISCO SYS INCCSCO |
| 1.09% | 0.48% | $14.2M | 120,677 | $7.5M | 96,834 | +23,843+24.62% | Add |
 FERRARI N V COMRACE |
| 1.04% | 0.84% | $13.6M | 36,585 | $13.2M | 35,175 | +1,410+4.01% | Add |
 TAPESTRY INCTPR |
| 1.02% | 0.78% | $13.4M | 91,300 | $12.3M | 96,200 | -4,900-5.09% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.95% | 1.14% | $12.5M | 38,045 | $17.9M | 55,480 | -17,435-31.43% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.95% | 0.75% | $12.4M | 118,711 | $11.7M | 164,101 | -45,390-27.66% | Reduce |
| CCRH PLCCRH |
| 0.94% | 1.11% | $12.3M | 114,960 | $17.4M | 139,180 | -24,220-17.40% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.94% | 1.02% | $12.3M | 23,905 | $16.0M | 28,003 | -4,098-14.63% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.93% | 0.42% | $12.2M | 32,920 | $6.6M | 21,260 | +11,660+54.84% | Add |
 LOGITECH INTL S A SHSLOGI |
| 0.93% | 0.92% | $12.2M | 129,449 | $14.5M | 140,780 | -11,331-8.05% | Reduce |
| AAMRIZE LTD SHSAMRZ |
| 0.93% | 1.12% | $12.1M | 228,199 | $17.5M | 317,858 | -89,659-28.21% | Reduce |
 MERCK & CO INCMRK |
| 0.92% | 0.88% | $12.1M | 93,799 | $13.7M | 130,615 | -36,816-28.19% | Reduce |
 ERMENEGILDO ZEGNA N V ORD SHSZGN |
| 0.86% | 0.46% | $11.2M | 857,873 | $7.2M | 706,936 | +150,937+21.35% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 0.73% | 0.55% | $9.6M | 206,576 | $8.6M | 223,331 | -16,755-7.50% | Reduce |
 CATERPILLAR INCCAT |
| 0.72% | 0.51% | $9.4M | 8,858 | $8.0M | 13,910 | -5,052-36.32% | Reduce |
 WALMART INCWMT |
| 0.71% | 0.57% | $9.3M | 82,035 | $8.9M | 80,275 | +1,760+2.19% | Add |
 KLA CORPKLAC |
| 0.69% | 0.07% | $9.0M | 29,953 | $1.0M | 862 | +29,091+3,374.83% | Add |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.52% | $9.0M | 25,539 | $8.1M | 25,830 | -291-1.13% | Reduce |
| IISHARES INCIEMG |
| 0.66% | 0.52% | $8.6M | 104,249 | $8.1M | 120,685 | -16,436-13.62% | Reduce |
 EATON CORP PLCETN |
| 0.64% | 0.33% | $8.4M | 19,718 | $5.1M | 16,031 | +3,687+23.00% | Add |
| RRALPH LAUREN CORPRL |
| 0.64% | 0.74% | $8.3M | 20,660 | $11.7M | 32,950 | -12,290-37.30% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.63% | 0.89% | $8.2M | 12,000 | $14.0M | 22,250 | -10,250-46.07% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 0.63% | 0.35% | $8.2M | 54,094 | $5.5M | 49,443 | +4,651+9.41% | Add |
 EXXON MOBIL CORPXOM |
| 0.61% | 0.95% | $8.0M | 58,571 | $14.9M | 123,617 | -65,046-52.62% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.64% | $7.9M | 8,478 | $10.0M | 11,603 | -3,125-26.93% | Reduce |
 ALCON AG ORD SHSALC |
| 0.61% | 1% | $7.9M | 116,703 | $15.6M | 195,449 | -78,746-40.29% | Reduce |
 COCA COLA COKO |
| 0.6% | 0.38% | $7.8M | 96,290 | $6.0M | 85,921 | +10,369+12.07% | Add |
 GE AEROSPACEGE |
| 0.6% | 0.4% | $7.8M | 20,885 | $6.2M | 20,210 | +675+3.34% | Add |
 WELLS FARGO CO NEWWFC |
| 0.57% | 0.84% | $7.4M | 89,852 | $13.1M | 140,792 | -50,940-36.18% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.56% | 0.98% | $7.3M | 49,489 | $15.4M | 107,664 | -58,175-54.03% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.53% | $7.0M | 16,889 | $8.3M | 25,245 | -8,356-33.10% | Reduce |
 AMER SPORTS INC COM SHSAS |
| 0.51% | 0.64% | $6.7M | 198,600 | $10.0M | 268,800 | -70,200-26.12% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.5% | 0.44% | $6.6M | 3,870 | $6.9M | 3,440 | +430+12.50% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.5% | 0.14% | $6.5M | 11,256 | $2.2M | 10,238 | +1,018+9.94% | Add |
