 NVIDIA CORPORATIONNVDA |
| 8.27% | 8.25% | $1.97B | 9.8M | $1.69B | 9.7M | +133,200+1.37% | Add |
 ALPHABET INCGOOGL |
| 8.22% | 7.91% | $1.95B | 5.5M | $1.62B | 5.6M | -172,700-3.06% | Reduce |
 MICROSOFT CORPMSFT |
| 6.74% | 7.76% | $1.60B | 4.3M | $1.59B | 4.3M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 5% | 5.15% | $1.19B | 5.0M | $1.06B | 5.1M | -81,200-1.60% | Reduce |
 BROADCOM INCAVGO |
| 4.09% | 3.74% | $972.0M | 2.6M | $766.8M | 2.5M | +99,200+4.00% | Add |
 APPLE INCAAPL |
| 3.23% | 3.28% | $767.8M | 2.7M | $673.7M | 2.7M | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.58% | 1.76% | $613.8M | 1.1M | $360.5M | 630,200 | +460,300+73.04% | Add |
 JPMORGAN CHASE & COJPM |
| 2.56% | 2.07% | $608.8M | 1.9M | $425.4M | 1.4M | +414,200+28.64% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.35% | 1.71% | $557.9M | 961,600 | $350.7M | 1.7M | -763,900-44.27% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.24% | 1.46% | $531.8M | 735,500 | $298.9M | 875,400 | -139,900-15.98% | Reduce |
 VISA INCV |
| 2.15% | 2.07% | $510.1M | 1.5M | $425.3M | 1.4M | +81,400+5.78% | Add |
 TEXAS INSTRS INCTXN |
| 2.14% | 2.21% | $507.7M | 1.7M | $452.9M | 2.3M | -629,300-26.97% | Reduce |
 ELI LILLY & COLLY |
| 2.13% | 1.89% | $505.7M | 421,700 | $388.0M | 421,700 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 2.03% | 1.95% | $481.8M | 2.7M | $401.1M | 3.2M | -442,600-13.94% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.54% | 1.52% | $366.4M | 923,300 | $312.8M | 984,000 | -60,700-6.17% | Reduce |
 KLA CORPKLAC |
| 1.51% | 1.43% | $358.7M | 1.2M | $292.8M | 199,000 | +992,000+498.49% | Add |
 ABBVIE INCABBV |
| 1.47% | 1.48% | $350.1M | 1.4M | $303.0M | 1.4M | 00.00% | Unchanged |
 PALO ALTOPANW |
| 1.47% | 0.8% | $349.1M | 1.0M | $164.3M | 1.0M | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.28% | 2% | $304.0M | 4.3M | $409.6M | 4.3M | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 1.27% | 2.78% | $301.2M | 2.0M | $569.5M | 3.6M | -1.6M-44.25% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 1.19% | 0.89% | $282.7M | 5.0M | $182.5M | 3.9M | +1.1M+27.71% | Add |
 INTEL CORPINTC |
| 1.18% | 0.43% | $280.3M | 2.0M | $88.7M | 2.0M | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 1.17% | 1.32% | $277.4M | 540,360 | $270.0M | 540,360 | 00.00% | Unchanged |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.15% | 1.4% | $272.2M | 593,000 | $287.3M | 593,000 | 00.00% | Unchanged |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.14% | 1% | $271.9M | 1.1M | $204.2M | 981,700 | +123,300+12.56% | Add |
 PROGRESSIVE CORPPGR |
| 1% | 0.67% | $238.2M | 1.1M | $137.7M | 694,800 | +396,600+57.08% | Add |
 CATERPILLAR INCCAT |
| 0.98% | 0.86% | $233.8M | 219,600 | $176.0M | 248,500 | -28,900-11.63% | Reduce |
 CISCO SYS INCCSCO |
| 0.96% | — | $229.3M | 2.0M | $0 | 0 | +2.0M | New Buy |
| BBANK OF AMER CORPBAC |
| 0.96% | 0.95% | $228.0M | 4.0M | $195.1M | 4.0M | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.93% | 0.61% | $221.4M | 533,000 | $125.7M | 464,800 | +68,200+14.67% | Add |
 WALMART INCWMT |
| 0.91% | 1.02% | $217.3M | 1.9M | $209.1M | 1.7M | +236,900+14.07% | Add |
 CINTAS CORP COMCTAS |
| 0.91% | 1.05% | $216.9M | 1.3M | $215.7M | 1.3M | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.91% | 0.72% | $216.7M | 853,100 | $148.4M | 607,100 | +246,000+40.52% | Add |
 SYNOPSYS INCSNPS |
| 0.91% | 0.94% | $216.2M | 484,860 | $192.1M | 484,860 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.89% | 0.96% | $210.6M | 1.6M | $197.3M | 1.6M | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.88% | — | $208.4M | 181,120 | $0 | 0 | +181,120 | New Buy |
 MORGAN STANLEYMS |
| 0.87% | 1.03% | $207.6M | 993,500 | $210.4M | 1.3M | -285,600-22.33% | Reduce |
 COCA COLA COKO |
| 0.83% | — | $197.5M | 2.4M | $0 | 0 | +2.4M | New Buy |
 S&P GLOBAL INCSPGI |
| 0.78% | 1.05% | $186.0M | 483,600 | $216.0M | 508,000 | -24,400-4.80% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.76% | 0.72% | $180.6M | 364,875 | $147.9M | 412,475 | -47,600-11.54% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.75% | 0.84% | $178.2M | 356,000 | $173.2M | 352,200 | +3,800+1.08% | Add |
 AMETEK INC COMAME |
| 0.74% | 0.76% | $176.6M | 730,365 | $156.5M | 730,365 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.73% | 0.88% | $172.5M | 547,900 | $180.0M | 547,900 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.67% | 0.93% | $160.4M | 309,100 | $190.2M | 383,800 | -74,700-19.46% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.65% | 0.41% | $155.2M | 166,000 | $84.6M | 84,900 | +81,100+95.52% | Add |
 ORACLE CORPORCL |
| 0.64% | 0.74% | $151.8M | 1.0M | $152.2M | 1.0M | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.61% | 0.73% | $145.9M | 1.6M | $149.3M | 1.5M | +153,500+10.54% | Add |
 SERVICENOW INCNOW |
| 0.61% | 0.74% | $144.9M | 1.5M | $152.6M | 1.5M | 00.00% | Unchanged |
 DOLLAR GEN CORP NEWDG |
| 0.59% | 0.34% | $139.7M | 1.2M | $70.7M | 595,900 | +617,700+103.66% | Add |
| KKKR & CO INC COMKKR |
| 0.58% | 0.33% | $137.8M | 1.5M | $68.5M | 739,700 | +762,300+103.06% | Add |
