 NVIDIA CORPORATIONNVDA |
| 9.93% | 9.67% | $847.5M | 4.2M | $793.0M | 4.5M | -311,030-6.84% | Reduce |
 ALPHABET INCGOOGL |
| 7.45% | 6.05% | $636.2M | 1.8M | $496.0M | 1.7M | +55,171+3.20% | Add |
 MICROSOFT CORPMSFT |
| 6.64% | 7.08% | $566.6M | 1.5M | $580.1M | 1.6M | -48,056-3.07% | Reduce |
 APPLE INCAAPL |
| 6.26% | 5.7% | $534.6M | 1.8M | $467.1M | 1.8M | +7,129+0.39% | Add |
 AMAZON COM INCAMZN |
| 5.36% | 4.92% | $457.2M | 1.9M | $403.6M | 1.9M | -19,647-1.01% | Reduce |
 BROADCOM INCAVGO |
| 5.09% | 4.04% | $434.8M | 1.2M | $330.9M | 1.1M | +81,998+7.67% | Add |
 MASTERCARD INCORPORATEDMA |
| 4.05% | 4.11% | $345.7M | 673,122 | $336.9M | 674,333 | -1,211-0.18% | Reduce |
 CME GROUP INCCME |
| 3.4% | 3.35% | $290.2M | 1.3M | $274.9M | 930,687 | +383,581+41.21% | Add |
| CCITIGROUP INCC |
| 3.04% | 0.91% | $259.9M | 1.9M | $74.3M | 654,822 | +1.2M+183.55% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.96% | 0.81% | $252.9M | 529,518 | $66.6M | 197,114 | +332,404+168.64% | Add |
 HOME DEPOT INCHD |
| 2.84% | 2.65% | $242.4M | 687,219 | $217.4M | 660,862 | +26,357+3.99% | Add |
 EMERSON ELEC COEMR |
| 2.8% | 2.64% | $239.2M | 1.7M | $216.4M | 1.7M | +19,379+1.17% | Add |
 BLACKROCK INC COMBLK |
| 2.7% | 2.82% | $230.7M | 239,888 | $231.5M | 240,698 | -810-0.34% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.35% | 2.44% | $200.4M | 214,194 | $199.7M | 200,399 | +13,795+6.88% | Add |
 JPMORGAN CHASE & COJPM |
| 2.31% | 3.26% | $197.1M | 602,262 | $267.3M | 908,567 | -306,305-33.71% | Reduce |
 NETFLIX INCNFLX |
| 2.29% | 2.9% | $195.4M | 2.7M | $238.1M | 2.5M | +259,794+10.49% | Add |
 META PLATFORMS INCMETA |
| 2.2% | 2.4% | $188.2M | 334,128 | $196.9M | 344,188 | -10,060-2.92% | Reduce |
 COLGATE PALMOLIVE COCL |
| 2% | 2.6% | $170.3M | 1.9M | $212.8M | 2.5M | -639,036-25.59% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 1.9% | 1.78% | $162.4M | 1.3M | $145.7M | 1.1M | +170,700+15.34% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.73% | 1.72% | $147.3M | 2.0M | $141.3M | 2.0M | +77,136+3.93% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.63% | 1.82% | $139.0M | 849,693 | $149.0M | 863,166 | -13,473-1.56% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.57% | 1.5% | $133.8M | 266,872 | $122.8M | 249,854 | +17,018+6.81% | Add |
 ELI LILLY & COLLY |
| 1.56% | 1.37% | $132.9M | 110,831 | $112.4M | 122,180 | -11,349-9.29% | Reduce |
 AMGEN INC COMAMGN |
| 1.46% | 2.86% | $124.6M | 343,948 | $234.5M | 666,450 | -322,502-48.39% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.42% | 1.48% | $121.5M | 71,555 | $121.5M | 70,250 | +1,305+1.86% | Add |
 QUANTA SVCS INCPWR |
| 1.39% | 1.36% | $118.6M | 164,775 | $111.3M | 202,747 | -37,972-18.73% | Reduce |
 CISCO SYS INCCSCO |
| 1.19% | 1.37% | $101.4M | 863,286 | $112.1M | 1.4M | -581,182-40.24% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.14% | 0.6% | $97.2M | 244,426 | $49.4M | 107,124 | +137,302+128.17% | Add |
 ECOLAB INCECL |
| 1.12% | 0.99% | $95.8M | 343,707 | $81.5M | 306,224 | +37,483+12.24% | Add |
| PPROLOGIS INC. COMPLD |
| 1.11% | 1.12% | $94.9M | 700,191 | $91.7M | 693,952 | +6,239+0.90% | Add |
 MERCK & CO INCMRK |
| 1.11% | 1.15% | $94.7M | 736,662 | $94.5M | 785,691 | -49,029-6.24% | Reduce |
 DEERE & CODE |
| 1.01% | 0.96% | $86.4M | 136,213 | $78.5M | 139,415 | -3,202-2.30% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.9% | 1.61% | $76.8M | 699,689 | $132.0M | 1.4M | -668,566-48.86% | Reduce |
 SMITH A O CORPAOS |
| 0.82% | 0.97% | $70.4M | 1.1M | $79.2M | 1.2M | -78,148-6.51% | Reduce |
 MOODYS CORPMCO |
| 0.77% | 1.53% | $66.0M | 145,786 | $125.5M | 287,785 | -141,999-49.34% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.39% | 0.49% | $33.6M | 112,599 | $40.0M | 205,797 | -93,198-45.29% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.32% | 0.87% | $27.0M | 161,885 | $71.6M | 412,712 | -250,827-60.78% | Reduce |
 SNAP ON INCSNA |
| 0.31% | 0.29% | $26.1M | 64,873 | $24.0M | 66,153 | -1,280-1.93% | Reduce |
 NETAPP INCNTAP |
| 0.28% | 0.29% | $23.7M | 152,975 | $23.5M | 229,912 | -76,937-33.46% | Reduce |
 AMETEK INC COMAME |
| 0.26% | 0.53% | $22.4M | 92,782 | $43.3M | 201,791 | -109,009-54.02% | Reduce |
 PFIZER INCPFE |
| 0.24% | 0.46% | $20.4M | 845,257 | $38.1M | 1.4M | -510,530-37.66% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.17% | $17.1M | 48,328 | $13.9M | 48,325 | +3+0.01% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.18% | — | $15.5M | 53,348 | $0 | 0 | +53,348 | New Buy |
| VVANGUARD FSTEVWO |
| 0.18% | 0.17% | $15.0M | 250,863 | $13.7M | 254,012 | -3,149-1.24% | Reduce |
| SSPDR GOLD TRGLD |
| 0.17% | 0.21% | $14.2M | 38,588 | $17.4M | 40,468 | -1,880-4.65% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 0.16% | 0.09% | $13.9M | 88,310 | $7.4M | 53,814 | +34,496+64.10% | Add |
| TTETRA TECH INC NEWTTEK |
| 0.16% | 0.16% | $13.7M | 472,902 | $13.1M | 436,170 | +36,732+8.42% | Add |
| VVANGUARD INTL EQUITY INDEX FVPL |
| 0.11% | 0.06% | $9.6M | 82,887 | $4.5M | 46,541 | +36,346+78.09% | Add |
| IISHARES INCEWJ |
| 0.1% | 0.09% | $8.6M | 92,257 | $7.2M | 85,455 | +6,802+7.96% | Add |
| EEVERCORE INCEVR |
| 0.1% | 0.09% | $8.5M | 25,000 | $7.5M | 25,000 | 00.00% | Unchanged |
