 NVIDIA CORPORATIONNVDA |
| 7.26% | 8.16% | $1.63B | 8.1M | $1.56B | 8.9M | -821,191-9.18% | Reduce |
 APPLE INCAAPL |
| 6.12% | 6.4% | $1.37B | 4.7M | $1.22B | 4.8M | -81,112-1.68% | Reduce |
 MICROSOFT CORPMSFT |
| 4.41% | 5.22% | $988.5M | 2.6M | $998.5M | 2.7M | -47,415-1.76% | Reduce |
 AMAZON COM INCAMZN |
| 3.89% | 4.03% | $870.4M | 3.7M | $770.6M | 3.7M | -47,931-1.30% | Reduce |
 ALPHABET INCGOOGL |
| 3.51% | 3.89% | $787.4M | 2.2M | $743.9M | 2.6M | -383,764-14.83% | Reduce |
 BROADCOM INCAVGO |
| 2.89% | 2.82% | $646.5M | 1.7M | $538.9M | 1.7M | -29,945-1.72% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.19% | 2.31% | $490.4M | 1.4M | $442.1M | 1.5M | -153,380-9.95% | Reduce |
 ASTRAZENECA PLCAZN |
| 2.11% | 2.48% | $473.7M | 2.5M | $473.8M | 2.4M | +84,786+3.48% | Add |
 ELI LILLY & COLLY |
| 1.86% | 1.52% | $417.4M | 348,001 | $290.4M | 315,757 | +32,244+10.21% | Add |
 JPMORGAN CHASE & COJPM |
| 1.71% | 1.43% | $382.4M | 1.2M | $272.8M | 927,362 | +240,904+25.98% | Add |
 META PLATFORMS INCMETA |
| 1.66% | 2.05% | $371.3M | 659,129 | $392.6M | 686,141 | -27,012-3.94% | Reduce |
 TESLA INCTSLA |
| 1.59% | 1.73% | $355.4M | 844,898 | $331.2M | 891,005 | -46,107-5.17% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 0.57% | $319.8M | 550,498 | $109.8M | 539,907 | +10,591+1.96% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.33% | 0.01% | $299.1M | 259,095 | $1.8M | 5,251 | +253,844+4,834.20% | Add |
 VISA INCV |
| 1.22% | 1.19% | $273.6M | 797,518 | $227.3M | 752,030 | +45,488+6.05% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.97% | 1.01% | $216.6M | 852,974 | $193.5M | 791,412 | +61,562+7.78% | Add |
| BBANK OF AMER CORPBAC |
| 0.87% | 1.05% | $195.7M | 3.4M | $200.8M | 4.1M | -684,321-16.61% | Reduce |
 INTEL CORPINTC |
| 0.86% | 0.35% | $191.9M | 1.4M | $67.1M | 1.5M | -146,442-9.63% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.8% | 0.47% | $179.4M | 248,153 | $90.5M | 264,856 | -16,703-6.31% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.47% | $174.0M | 401,561 | $90.5M | 423,496 | -21,935-5.18% | Reduce |
 CISCO SYS INCCSCO |
| 0.71% | 0.53% | $158.1M | 1.3M | $101.1M | 1.3M | +43,064+3.31% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.7% | — | $156.5M | 312,852 | $0 | 0 | +312,852 | New Buy |
 LINDE PLCLIN |
| 0.67% | 0.44% | $151.0M | 290,918 | $84.9M | 171,299 | +119,619+69.83% | Add |
 PALO ALTOPANW |
| 0.67% | 0.43% | $149.8M | 439,360 | $81.4M | 507,550 | -68,190-13.44% | Reduce |
 CATERPILLAR INCCAT |
| 0.66% | 0.55% | $148.9M | 139,794 | $104.8M | 147,920 | -8,126-5.49% | Reduce |
 WALMART INCWMT |
| 0.66% | 0.9% | $148.8M | 1.3M | $171.9M | 1.4M | -68,986-4.99% | Reduce |
 ABBVIE INCABBV |
| 0.66% | 0.64% | $146.9M | 583,795 | $123.1M | 566,186 | +17,609+3.11% | Add |
 AMPHENOL CORPAPH |
| 0.65% | 0.03% | $145.2M | 823,333 | $5.1M | 40,745 | +782,588+1,920.70% | Add |
 GE AEROSPACEGE |
| 0.64% | 0.51% | $143.0M | 382,691 | $97.7M | 344,241 | +38,450+11.17% | Add |
 PEPSICO INCPEP |
| 0.61% | 0.42% | $136.1M | 1.0M | $79.9M | 514,552 | +490,646+95.35% | Add |
 MORGAN STANLEYMS |
| 0.6% | 0.37% | $134.6M | 644,068 | $70.1M | 426,187 | +217,881+51.12% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.71% | $128.3M | 249,772 | $136.2M | 272,654 | -22,882-8.39% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.41% | $121.9M | 293,384 | $78.2M | 289,107 | +4,277+1.48% | Add |
 KLA CORPKLAC |
| 0.54% | 0.32% | $120.7M | 400,143 | $62.1M | 42,173 | +357,970+848.81% | Add |
 HOME DEPOT INCHD |
| 0.48% | 0.55% | $106.8M | 302,750 | $104.8M | 318,717 | -15,967-5.01% | Reduce |
 MERCK & CO INCMRK |
| 0.48% | 0.51% | $106.7M | 830,507 | $96.8M | 804,827 | +25,680+3.19% | Add |
 PROCTER & GAMBLE COPG |
| 0.46% | 0.57% | $104.1M | 709,922 | $108.8M | 753,017 | -43,095-5.72% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.46% | 0.34% | $103.9M | 611,540 | $64.3M | 523,941 | +87,599+16.72% | Add |
 NETFLIX INCNFLX |
| 0.46% | 0.93% | $102.8M | 1.4M | $177.2M | 1.8M | -403,937-21.92% | Reduce |
 WASTE MGMT INC DELWM |
| 0.46% | 0.2% | $102.3M | 459,215 | $39.2M | 170,523 | +288,692+169.30% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.45% | 0.35% | $101.0M | 107,942 | $66.9M | 67,097 | +40,845+60.87% | Add |
 EATON CORP PLCETN |
| 0.45% | 0.28% | $99.8M | 234,189 | $53.7M | 150,193 | +83,996+55.93% | Add |
 COCA COLA COKO |
| 0.42% | 0.52% | $94.7M | 1.2M | $98.8M | 1.3M | -133,757-10.30% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.41% | 0.43% | $91.2M | 90,224 | $82.9M | 97,996 | -7,772-7.93% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.39% | 0.26% | $86.4M | 212,206 | $48.9M | 114,992 | +97,214+84.54% | Add |
 WELLS FARGO CO NEWWFC |
| 0.38% | 0.43% | $84.2M | 1.0M | $81.9M | 1.0M | -9,487-0.92% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.36% | 0.38% | $80.2M | 285,334 | $72.5M | 299,251 | -13,917-4.65% | Reduce |
 GE VERNOVA INCGEV |
| 0.36% | 0.01% | $79.6M | 67,770 | $1.4M | 1,569 | +66,201+4,219.31% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.35% | 0.14% | $78.2M | 262,580 | $27.3M | 275,425 | -12,845-4.66% | Reduce |
 ORACLE CORPORCL |
| 0.35% | 0.42% | $77.5M | 528,538 | $80.2M | 545,129 | -16,591-3.04% | Reduce |
