 NVIDIA CORPORATIONNVDA |
| 5.41% | 5.96% | $296.8M | 1.5M | $276.2M | 1.6M | -100,495-6.34% | Reduce |
 APPLE INCAAPL |
| 5.3% | 5.65% | $290.7M | 1.0M | $262.1M | 1.0M | -28,079-2.72% | Reduce |
 MICROSOFT CORPMSFT |
| 3.9% | 3.76% | $214.1M | 574,093 | $174.3M | 470,995 | +103,098+21.89% | Add |
 ALPHABET INCGOOGL |
| 3.79% | 3.99% | $208.2M | 582,524 | $185.1M | 643,837 | -61,313-9.52% | Reduce |
 AMAZON COM INCAMZN |
| 2.76% | 2.83% | $151.2M | 634,323 | $131.2M | 630,048 | +4,275+0.68% | Add |
 META PLATFORMS INCMETA |
| 1.97% | 1.53% | $108.0M | 191,795 | $71.2M | 124,404 | +67,391+54.17% | Add |
 TESLA INCTSLA |
| 1.76% | 1.51% | $96.6M | 229,701 | $70.0M | 188,283 | +41,418+22.00% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.46% | 0.65% | $80.2M | 69,460 | $30.1M | 88,994 | -19,534-21.95% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.42% | 1.04% | $78.1M | 238,577 | $48.1M | 163,516 | +75,061+45.90% | Add |
 BROADCOM INCAVGO |
| 1.32% | 1.4% | $72.6M | 192,127 | $64.9M | 209,794 | -17,667-8.42% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.28% | 1.24% | $70.0M | 136,289 | $57.6M | 115,223 | +21,066+18.28% | Add |
| SSANDISK CORP COMSNDK |
| 1.21% | 0.53% | $66.2M | 29,114 | $24.4M | 38,337 | -9,223-24.06% | Reduce |
 ELI LILLY & COLLY |
| 1.17% | 1.46% | $63.9M | 53,311 | $67.8M | 73,676 | -20,365-27.64% | Reduce |
 INTEL CORPINTC |
| 1.13% | 0.33% | $61.7M | 442,176 | $15.2M | 344,531 | +97,645+28.34% | Add |
| AASTERA LABS INCALAB |
| 0.96% | 0.52% | $52.5M | 108,611 | $24.0M | 218,843 | -110,232-50.37% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.93% | 0.82% | $50.8M | 551,949 | $38.1M | 412,238 | +139,711+33.89% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.87% | 0.82% | $47.5M | 1.4M | $37.8M | 1.2M | +216,267+18.29% | Add |
 ABBVIE INCABBV |
| 0.79% | 0.77% | $43.5M | 172,753 | $35.7M | 164,004 | +8,749+5.33% | Add |
 VISA INCV |
| 0.74% | 0.84% | $40.6M | 118,280 | $38.9M | 128,701 | -10,421-8.10% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.73% | 0.4% | $40.1M | 168,918 | $18.5M | 87,602 | +81,316+92.82% | Add |
 WALMART INCWMT |
| 0.72% | 0.82% | $39.6M | 350,072 | $37.9M | 304,716 | +45,356+14.88% | Add |
 MERCK & CO INCMRK |
| 0.69% | 0.19% | $38.0M | 295,499 | $8.7M | 72,679 | +222,820+306.58% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.65% | 0.31% | $35.7M | 403,405 | $14.4M | 189,549 | +213,856+112.82% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.63% | 0.4% | $34.7M | 98,028 | $18.5M | 53,828 | +44,200+82.11% | Add |
 HOME DEPOT INCHD |
| 0.63% | 0.67% | $34.7M | 98,332 | $31.2M | 94,865 | +3,467+3.65% | Add |
 WABTECWAB |
| 0.61% | 0.55% | $33.6M | 124,787 | $25.6M | 102,384 | +22,403+21.88% | Add |
 BLACKROCK INC COMBLK |
| 0.61% | 0.48% | $33.5M | 34,887 | $22.4M | 23,244 | +11,643+50.09% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.59% | 0.34% | $32.5M | 94,534 | $15.8M | 49,202 | +45,332+92.13% | Add |
 COPART INC COMCPRT |
| 0.59% | 0.56% | $32.3M | 1.1M | $25.8M | 776,728 | +369,349+47.55% | Add |
 APPLIED MATLS INCAMAT |
| 0.58% | 0.02% | $31.8M | 43,986 | $820,296 | 2,400 | +41,586+1,732.75% | Add |
 FORTINET INCFTNT |
| 0.57% | 0.75% | $31.0M | 202,119 | $35.0M | 428,457 | -226,338-52.83% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.56% | 0.64% | $30.8M | 307,632 | $29.5M | 425,107 | -117,475-27.63% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.56% | 0.82% | $30.6M | 61,066 | $37.9M | 79,159 | -18,093-22.86% | Reduce |
 COCA COLA COKO |
| 0.56% | 0.5% | $30.5M | 374,679 | $23.3M | 306,132 | +68,547+22.39% | Add |
| AATI INCATI |
| 0.55% | 0.31% | $30.4M | 154,311 | $14.4M | 98,923 | +55,388+55.99% | Add |
 GE VERNOVA INCGEV |
| 0.55% | 0.77% | $30.2M | 25,681 | $35.6M | 40,749 | -15,068-36.98% | Reduce |
 CATERPILLAR INCCAT |
| 0.51% | 0.32% | $28.2M | 26,520 | $14.7M | 20,766 | +5,754+27.71% | Add |
| OONTO INNOVATION INCONTO |
| 0.51% | 0.15% | $28.2M | 74,399 | $6.9M | 33,858 | +40,541+119.74% | Add |
| CCIGNA GROUPLIBD |
| 0.5% | 0.53% | $27.2M | 98,594 | $24.5M | 91,812 | +6,782+7.39% | Add |
| FFASTENAL CO COMFAST |
| 0.49% | 0.15% | $26.9M | 559,227 | $6.8M | 145,903 | +413,324+283.29% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.49% | 0.11% | $26.6M | 61,691 | $4.9M | 30,016 | +31,675+105.53% | Add |
 PROCTER & GAMBLE COPG |
| 0.46% | 0.76% | $25.4M | 172,920 | $35.1M | 243,036 | -70,116-28.85% | Reduce |
| SSUNOCOCORP LLCSUNC |
| 0.46% | 0.23% | $25.2M | 372,427 | $10.7M | 173,571 | +198,856+114.57% | Add |
 DEXCOM INCDXCM |
| 0.45% | 0.71% | $24.7M | 366,828 | $33.0M | 525,617 | -158,789-30.21% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.44% | — | $24.0M | 41,290 | $0 | 0 | +41,290 | New Buy |
 IREN LTDIREN |
| 0.43% | 0.27% | $23.9M | 521,581 | $12.7M | 369,104 | +152,477+41.31% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.43% | 0.5% | $23.8M | 25,482 | $23.1M | 23,161 | +2,321+10.02% | Add |
 ASTRAZENECA PLCAZN |
| 0.43% | — | $23.8M | 125,385 | $0 | 0 | +125,385 | New Buy |
 CINTAS CORP COMCTAS |
| 0.42% | 0.37% | $23.0M | 135,080 | $17.1M | 100,922 | +34,158+33.85% | Add |
| SSKYWATER TECHNOLOGY INCSKYT |
| 0.42% | 0.2% | $22.8M | 655,357 | $9.5M | 345,192 | +310,165+89.85% | Add |
