 NVIDIA CORPORATIONNVDA |
| 6.93% | 6.98% | $1.48B | 7.4M | $1.40B | 8.1M | -701,222-8.64% | Reduce |
 APPLE INCAAPL |
| 5.69% | 5.72% | $1.21B | 4.2M | $1.15B | 4.5M | -335,897-7.38% | Reduce |
 MICROSOFT CORPMSFT |
| 3.96% | 4.44% | $842.4M | 2.3M | $890.8M | 2.4M | -156,680-6.47% | Reduce |
 AMAZON COM INCAMZN |
| 3.33% | 3.31% | $708.9M | 3.0M | $663.5M | 3.2M | -238,597-7.44% | Reduce |
 ALPHABET INCGOOGL |
| 2.9% | 2.65% | $616.6M | 1.7M | $531.7M | 1.9M | -137,302-7.36% | Reduce |
 BROADCOM INCAVGO |
| 2.52% | 2.14% | $535.6M | 1.4M | $428.7M | 1.4M | +22,967+1.64% | Add |
| AAlphabet Inc Class CGOOG |
| 2.29% | 2.22% | $487.4M | 1.4M | $444.8M | 1.6M | -183,627-11.74% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.72% | 0.57% | $366.5M | 318,024 | $114.7M | 342,642 | -24,618-7.18% | Reduce |
 META PLATFORMS INCMETA |
| 1.67% | 1.91% | $355.8M | 631,802 | $383.7M | 678,480 | -46,678-6.88% | Reduce |
 TESLA INCTSLA |
| 1.62% | 1.64% | $344.9M | 823,608 | $329.1M | 892,972 | -69,364-7.77% | Reduce |
| WWORLD GOLD TRGLD |
| 1.38% | 1.44% | $294.7M | 3.7M | $289.1M | 3.2M | +472,400+14.60% | Add |
 ELI LILLY & COLLY |
| 1.37% | 1.18% | $290.9M | 241,202 | $236.4M | 258,768 | -17,566-6.79% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.29% | 0.52% | $274.1M | 479,107 | $103.9M | 514,346 | -35,239-6.85% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.25% | $253.9M | 774,721 | $251.1M | 859,613 | -84,892-9.88% | Reduce |
 VISA INCV |
| 1.09% | 1.1% | $231.1M | 674,304 | $219.8M | 728,695 | -54,391-7.46% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.98% | 1.06% | $207.8M | 416,096 | $212.0M | 443,104 | -27,008-6.10% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.94% | 1.03% | $200.9M | 788,126 | $205.9M | 843,570 | -55,444-6.57% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.84% | 0.44% | $179.7M | 250,494 | $89.0M | 263,148 | -12,654-4.81% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.82% | 1.18% | $173.9M | 1.3M | $236.0M | 1.4M | -114,928-8.28% | Reduce |
 INTEL CORPINTC |
| 0.8% | 0.31% | $171.1M | 1.2M | $62.3M | 1.4M | -190,026-13.28% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.44% | $165.8M | 386,710 | $88.5M | 418,909 | -32,199-7.69% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.76% | 0.88% | $161.9M | 172,759 | $176.4M | 177,066 | -4,307-2.43% | Reduce |
 WALMART INCWMT |
| 0.7% | 0.88% | $149.6M | 1.3M | $176.5M | 1.4M | -104,655-7.36% | Reduce |
 CATERPILLAR INCCAT |
| 0.7% | 0.54% | $148.6M | 140,484 | $107.5M | 153,506 | -13,022-8.48% | Reduce |
 CISCO SYS INCCSCO |
| 0.7% | 0.53% | $148.0M | 1.3M | $106.9M | 1.4M | -119,080-8.64% | Reduce |
 ABBVIE INCABBV |
| 0.62% | 0.61% | $132.5M | 525,318 | $122.5M | 565,408 | -40,090-7.09% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.59% | 0.68% | $125.8M | 245,326 | $136.4M | 273,557 | -28,231-10.32% | Reduce |
 AMPHENOL CORPAPH |
| 0.57% | 0.51% | $121.1M | 696,752 | $102.2M | 820,420 | -123,668-15.07% | Reduce |
 ORACLE CORPORCL |
| 0.56% | 0.64% | $119.7M | 814,812 | $127.6M | 879,479 | -64,667-7.35% | Reduce |
 GE AEROSPACEGE |
| 0.54% | 0.47% | $114.2M | 305,620 | $93.9M | 333,090 | -27,470-8.25% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.6% | $113.6M | 772,552 | $119.7M | 828,643 | -56,091-6.77% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.53% | 0.52% | $112.4M | 2.0M | $104.2M | 2.1M | -182,305-8.48% | Reduce |
 KLA CORPKLAC |
| 0.52% | 0.3% | $111.8M | 376,364 | $59.7M | 41,003 | +335,361+817.89% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.51% | 0.39% | $109.5M | 262,796 | $77.8M | 289,144 | -26,348-9.11% | Reduce |
 HOME DEPOT INCHD |
| 0.49% | 0.52% | $103.7M | 294,469 | $103.7M | 316,228 | -21,759-6.88% | Reduce |
 COCA COLA COKO |
| 0.49% | 0.54% | $103.4M | 1.3M | $108.4M | 1.4M | -157,146-11.03% | Reduce |
 MERCK & CO INCMRK |
| 0.48% | 0.51% | $102.1M | 793,749 | $102.7M | 856,748 | -62,999-7.35% | Reduce |
 DISNEY WALT CODIS |
| 0.47% | 0.53% | $100.2M | 1.0M | $106.3M | 1.1M | -74,102-6.68% | Reduce |
 WELLTOWER INC COMWELL |
| 0.47% | 0.43% | $99.7M | 437,988 | $85.3M | 435,657 | +2,331+0.54% | Add |
 CHEVRON CORPORATIONCVX |
| 0.44% | 0.65% | $93.7M | 563,134 | $129.8M | 625,008 | -61,874-9.90% | Reduce |
 GE VERNOVA INCGEV |
| 0.43% | 0.36% | $91.3M | 78,724 | $71.6M | 83,011 | -4,287-5.16% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.42% | 0.5% | $88.4M | 221,015 | $101.1M | 220,359 | +656+0.30% | Add |
 SERVICENOW INCNOW |
| 0.41% | 0.43% | $87.8M | 882,326 | $86.2M | 823,933 | +58,393+7.09% | Add |
 NETFLIX INCNFLX |
| 0.41% | 0.63% | $86.9M | 1.2M | $125.7M | 1.3M | -106,670-8.11% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.39% | $85.0M | 303,001 | $77.8M | 322,395 | -19,394-6.02% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.39% | 0.38% | $83.8M | 82,705 | $76.8M | 91,499 | -8,794-9.61% | Reduce |
 PALO ALTOPANW |
| 0.39% | 0.2% | $82.6M | 243,703 | $40.8M | 256,171 | -12,468-4.87% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.38% | 0.4% | $81.3M | 448,328 | $80.0M | 484,256 | -35,928-7.42% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.38% | 0.3% | $80.9M | 273,659 | $59.3M | 307,813 | -34,154-11.10% | Reduce |
 AXON ENTERPRISEAXON |
| 0.37% | 0.29% | $78.0M | 143,349 | $57.6M | 136,615 | +6,734+4.93% | Add |
