 NVIDIA CORPORATIONNVDA |
| 7.5% | 7.7% | $242.2M | 1.2M | $214.5M | 1.2M | -19,302-1.57% | Reduce |
 APPLE INCAAPL |
| 6.12% | 6.07% | $197.7M | 683,191 | $169.1M | 666,208 | +16,983+2.55% | Add |
 MICROSOFT CORPMSFT |
| 4.4% | 5.03% | $142.2M | 381,175 | $140.2M | 378,788 | +2,387+0.63% | Add |
 AMAZON COM INCAMZN |
| 3.98% | 3.87% | $128.6M | 539,631 | $107.9M | 518,084 | +21,547+4.16% | Add |
 ALPHABET INCGOOGL |
| 3.46% | 3.19% | $111.6M | 312,377 | $89.0M | 309,397 | +2,980+0.96% | Add |
 BROADCOM INCAVGO |
| 3.12% | 2.87% | $100.7M | 266,657 | $80.0M | 258,466 | +8,191+3.17% | Add |
| AAlphabet Inc Class CGOOG |
| 2.97% | 2.85% | $95.8M | 271,014 | $79.3M | 276,370 | -5,356-1.94% | Reduce |
 ELI LILLY & COLLY |
| 1.95% | 1.67% | $63.1M | 52,573 | $46.6M | 50,687 | +1,886+3.72% | Add |
 META PLATFORMS INCMETA |
| 1.7% | 1.83% | $54.9M | 97,377 | $50.9M | 88,951 | +8,426+9.47% | Add |
 VISA INCV |
| 1.6% | 1.65% | $51.5M | 150,079 | $45.9M | 151,925 | -1,846-1.22% | Reduce |
 TESLA INCTSLA |
| 1.55% | 1.35% | $49.9M | 118,606 | $37.6M | 101,121 | +17,485+17.29% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.49% | 0.49% | $47.9M | 41,529 | $13.7M | 40,627 | +902+2.22% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.4% | 1.58% | $45.3M | 88,248 | $44.1M | 88,311 | -63-0.07% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.02% | $38.3M | 116,871 | $28.3M | 96,277 | +20,594+21.39% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.11% | 0.43% | $35.7M | 61,424 | $12.0M | 59,147 | +2,277+3.85% | Add |
 WALMART INCWMT |
| 1.07% | 1.38% | $34.6M | 305,487 | $38.4M | 309,167 | -3,680-1.19% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.02% | 1.35% | $32.9M | 35,164 | $37.6M | 37,779 | -2,615-6.92% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.99% | 1.04% | $31.9M | 176,155 | $28.9M | 174,599 | +1,556+0.89% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.95% | 0.7% | $30.6M | 64,020 | $19.6M | 57,955 | +6,065+10.47% | Add |
 ARISTA NETWORKS INCANET |
| 0.9% | 0.62% | $28.9M | 170,126 | $17.3M | 140,863 | +29,263+20.77% | Add |
 EXXON MOBIL CORPXOM |
| 0.88% | 1.25% | $28.4M | 207,792 | $34.8M | 205,331 | +2,461+1.20% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.85% | 0.78% | $27.6M | 73,480 | $21.6M | 77,768 | -4,288-5.51% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.79% | 0.83% | $25.4M | 50,731 | $23.1M | 48,275 | +2,456+5.09% | Add |
 AMETEK INC COMAME |
| 0.77% | 0.65% | $24.8M | 102,492 | $18.0M | 84,085 | +18,407+21.89% | Add |
 NETFLIX INCNFLX |
| 0.73% | 1.13% | $23.7M | 332,205 | $31.4M | 326,896 | +5,309+1.62% | Add |
 INTEL CORPINTC |
| 0.73% | 0.26% | $23.6M | 168,669 | $7.3M | 166,251 | +2,418+1.45% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.71% | 0.52% | $22.8M | 54,927 | $14.6M | 53,846 | +1,081+2.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.74% | $22.3M | 87,901 | $20.7M | 84,684 | +3,217+3.80% | Add |
 APPLIED MATLS INCAMAT |
| 0.66% | 0.35% | $21.2M | 29,338 | $9.9M | 28,873 | +465+1.61% | Add |
 LAM RESEARCH CORPLRCX |
| 0.62% | 0.35% | $20.1M | 46,482 | $9.8M | 45,740 | +742+1.62% | Add |
 CATERPILLAR INCCAT |
| 0.57% | 0.43% | $18.4M | 17,290 | $12.0M | 16,979 | +311+1.83% | Add |
 CISCO SYS INCCSCO |
| 0.53% | 0.4% | $17.2M | 146,209 | $11.2M | 143,900 | +2,309+1.60% | Add |
 TJX COS INC NEWTJX |
| 0.53% | 0.99% | $17.1M | 113,025 | $27.7M | 173,225 | -60,200-34.75% | Reduce |
 MERCK & CO INCMRK |
| 0.53% | 0.6% | $17.0M | 132,577 | $16.8M | 139,552 | -6,975-5.00% | Reduce |
 ABBVIE INCABBV |
| 0.51% | 0.49% | $16.6M | 65,800 | $13.6M | 62,646 | +3,154+5.03% | Add |
 MOODYS CORPMCO |
| 0.49% | 0.5% | $15.9M | 35,200 | $13.9M | 31,907 | +3,293+10.32% | Add |
 KLA CORPKLAC |
| 0.49% | 0.28% | $15.8M | 52,440 | $7.8M | 5,278 | +47,162+893.56% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.46% | — | $14.9M | 24,230 | $0 | 0 | +24,230 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.66% | $14.9M | 89,738 | $18.3M | 88,648 | +1,090+1.23% | Add |
 GE AEROSPACEGE |
| 0.45% | 0.39% | $14.6M | 39,080 | $10.9M | 38,241 | +839+2.19% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.44% | 0.89% | $14.1M | 152,592 | $24.8M | 268,522 | -115,930-43.17% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.43% | 0.43% | $13.9M | 244,806 | $11.9M | 243,261 | +1,545+0.64% | Add |
 MSCI INCMSCI |
| 0.42% | 0.49% | $13.4M | 23,938 | $13.8M | 25,538 | -1,600-6.27% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 0.4% | 0.43% | $12.9M | 484,576 | $12.0M | 437,004 | +47,572+10.89% | Add |
 HOME DEPOT INCHD |
| 0.4% | 0.41% | $12.8M | 36,203 | $11.4M | 34,565 | +1,638+4.74% | Add |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.42% | $12.3M | 84,092 | $11.8M | 81,675 | +2,417+2.96% | Add |
 GE VERNOVA INCGEV |
| 0.37% | 0.31% | $12.1M | 10,273 | $8.7M | 9,982 | +291+2.92% | Add |
 ELECTRONIC ARTS INCEA |
| 0.37% | 0.29% | $11.9M | 58,010 | $8.0M | 39,205 | +18,805+47.97% | Add |
 COCA COLA COKO |
| 0.36% | 0.39% | $11.7M | 144,421 | $10.8M | 142,378 | +2,043+1.43% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.35% | 0.33% | $11.2M | 11,115 | $9.3M | 10,959 | +156+1.42% | Add |
