 NVIDIA CORPORATIONNVDA |
| 6.27% | 6.47% | $1.31B | 6.6M | $1.19B | 6.8M | -249,800-3.67% | Reduce |
 APPLE INCAAPL |
| 5.73% | 5.66% | $1.20B | 4.1M | $1.04B | 4.1M | +56,560+1.38% | Add |
 MICROSOFT CORPMSFT |
| 3.78% | 4.18% | $792.1M | 2.1M | $766.6M | 2.1M | +52,520+2.54% | Add |
 AMAZON COM INCAMZN |
| 2.86% | 2.8% | $599.3M | 2.5M | $513.1M | 2.5M | +50,900+2.07% | Add |
 ALPHABET INCGOOGL |
| 2.8% | 2.59% | $585.2M | 1.6M | $474.2M | 1.6M | -11,560-0.70% | Reduce |
 BROADCOM INCAVGO |
| 2.49% | 1.93% | $521.3M | 1.4M | $353.2M | 1.1M | +238,880+20.94% | Add |
| AAlphabet Inc Class CGOOG |
| 2.24% | 2.24% | $467.8M | 1.3M | $410.1M | 1.4M | -105,620-7.39% | Reduce |
 META PLATFORMS INCMETA |
| 1.88% | 2.17% | $393.9M | 699,247 | $398.2M | 696,047 | +3,200+0.46% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.68% | 0.54% | $352.2M | 305,087 | $98.3M | 290,887 | +14,200+4.88% | Add |
| IISHARES INCIEMG |
| 1.65% | 2.61% | $345.0M | 4.2M | $479.4M | 6.9M | -2.7M-39.40% | Reduce |
 ELI LILLY & COLLY |
| 1.57% | 1.73% | $329.2M | 274,422 | $316.9M | 344,542 | -70,120-20.35% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.52% | 1.62% | $319.2M | 1.3M | $297.2M | 1.2M | +40,700+3.35% | Add |
 VISA INCV |
| 1.37% | 1.43% | $286.0M | 833,530 | $261.8M | 866,330 | -32,800-3.79% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.3% | 0.62% | $272.4M | 376,698 | $113.8M | 332,858 | +43,840+13.17% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.22% | 0.46% | $254.8M | 438,633 | $83.8M | 412,133 | +26,500+6.43% | Add |
 LAM RESEARCH CORPLRCX |
| 1.18% | 0.68% | $246.1M | 568,010 | $124.6M | 583,010 | -15,000-2.57% | Reduce |
 CISCO SYS INCCSCO |
| 1.12% | 0.93% | $235.3M | 2.0M | $169.8M | 2.2M | -185,800-8.49% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.08% | 1.11% | $225.1M | 687,767 | $203.6M | 692,247 | -4,480-0.65% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.99% | 1.08% | $206.4M | 412,534 | $198.9M | 415,039 | -2,505-0.60% | Reduce |
 WALMART INCWMT |
| 0.95% | 1.19% | $197.8M | 1.7M | $219.1M | 1.8M | -16,400-0.93% | Reduce |
 CATERPILLAR INCCAT |
| 0.89% | 0.72% | $186.4M | 175,084 | $132.9M | 187,564 | -12,480-6.65% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.86% | 1% | $179.6M | 349,732 | $184.3M | 368,812 | -19,080-5.17% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.82% | 0.93% | $171.2M | 1.2M | $171.2M | 1.2M | -17,300-1.46% | Reduce |
 KLA CORPKLAC |
| 0.8% | 0.45% | $167.2M | 554,290 | $83.0M | 56,402 | +497,888+882.75% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.99% | $165.5M | 176,966 | $181.9M | 182,526 | -5,560-3.05% | Reduce |
 COCA COLA COKO |
| 0.77% | 0.85% | $162.0M | 2.0M | $156.6M | 2.1M | -65,400-3.18% | Reduce |
 MERCK & CO INCMRK |
| 0.77% | 0.78% | $160.9M | 1.3M | $142.2M | 1.2M | +70,200+5.94% | Add |
 INTEL CORPINTC |
| 0.74% | 0.27% | $155.2M | 1.1M | $50.0M | 1.1M | -21,400-1.89% | Reduce |
 TESLA INCTSLA |
| 0.68% | 0.54% | $142.0M | 337,648 | $98.7M | 265,468 | +72,180+27.19% | Add |
 ABBVIE INCABBV |
| 0.65% | 0.63% | $136.7M | 543,225 | $115.9M | 532,925 | +10,300+1.93% | Add |
 GE AEROSPACEGE |
| 0.65% | 0.4% | $136.1M | 364,204 | $74.1M | 261,164 | +103,040+39.45% | Add |
 NETFLIX INCNFLX |
| 0.64% | 0.97% | $134.7M | 1.9M | $177.2M | 1.8M | +42,870+2.33% | Add |
 AMPHENOL CORPAPH |
| 0.57% | 0.46% | $118.4M | 671,539 | $83.9M | 664,039 | +7,500+1.13% | Add |
 PEPSICO INCPEP |
| 0.55% | 0.65% | $114.7M | 847,234 | $119.9M | 772,134 | +75,100+9.73% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.51% | 0.55% | $107.2M | 257,828 | $101.3M | 374,508 | -116,680-31.16% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.5% | 0.38% | $105.4M | 353,731 | $68.8M | 354,431 | -700-0.20% | Reduce |
 LINDE PLCLIN |
| 0.5% | 0.53% | $104.6M | 201,607 | $97.2M | 196,087 | +5,520+2.82% | Add |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.47% | $98.6M | 1.7M | $85.9M | 1.8M | -30,600-1.74% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.46% | 0.43% | $96.3M | 342,321 | $79.3M | 327,241 | +15,080+4.61% | Add |
 TJX COS INC NEWTJX |
| 0.45% | 0.51% | $93.6M | 617,918 | $94.4M | 591,418 | +26,500+4.48% | Add |
 HOME DEPOT INCHD |
| 0.44% | 0.47% | $91.6M | 259,760 | $85.4M | 259,680 | +80+0.03% | Add |
 PALO ALTOPANW |
| 0.43% | 0.22% | $90.9M | 266,698 | $41.0M | 255,498 | +11,200+4.38% | Add |
 MCDONALDS CORPMCD |
| 0.41% | 0.51% | $86.5M | 320,160 | $93.8M | 301,720 | +18,440+6.11% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.41% | 0.13% | $85.2M | 133,316 | $24.2M | 89,416 | +43,900+49.10% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.41% | 0.49% | $84.9M | 185,000 | $89.7M | 185,000 | 00.00% | Unchanged |
| GGILEAD SCIENCES INC COMGILD |
| 0.4% | 0.35% | $84.5M | 668,663 | $65.0M | 466,363 | +202,300+43.38% | Add |
 GE VERNOVA INCGEV |
| 0.4% | 0.32% | $83.1M | 70,733 | $59.3M | 67,933 | +2,800+4.12% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.39% | 0.5% | $80.8M | 1.9M | $91.8M | 1.8M | +79,900+4.37% | Add |
 PROGRESSIVE CORPPGR |
| 0.38% | 0.4% | $79.1M | 361,870 | $73.6M | 371,370 | -9,500-2.56% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 0.37% | 0.39% | $78.4M | 1.4M | $70.8M | 1.2M | +253,177+21.84% | Add |
