 NVIDIA CORPORATIONNVDA |
| 7.23% | 7.6% | $227.4M | 1.1M | $200.1M | 1.1M | -10,816-0.94% | Reduce |
 APPLE INCAAPL |
| 6.53% | 6.72% | $205.2M | 709,280 | $176.9M | 697,188 | +12,092+1.73% | Add |
 MICROSOFT CORPMSFT |
| 4.23% | 4.8% | $132.9M | 356,157 | $126.2M | 341,058 | +15,099+4.43% | Add |
 AMAZON COM INCAMZN |
| 3.55% | 3.64% | $111.5M | 467,913 | $95.7M | 459,654 | +8,259+1.80% | Add |
 ALPHABET INCGOOGL |
| 3.17% | 2.97% | $99.5M | 278,430 | $78.0M | 271,401 | +7,029+2.59% | Add |
 BROADCOM INCAVGO |
| 2.53% | 2.42% | $79.5M | 210,404 | $63.6M | 205,538 | +4,866+2.37% | Add |
| AAlphabet Inc Class CGOOG |
| 2.46% | 2.39% | $77.3M | 218,777 | $63.0M | 219,477 | -700-0.32% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.16% | 0.78% | $68.0M | 58,935 | $20.6M | 60,945 | -2,010-3.30% | Reduce |
 TESLA INCTSLA |
| 1.85% | 1.9% | $58.1M | 138,114 | $50.1M | 134,750 | +3,364+2.50% | Add |
 META PLATFORMS INCMETA |
| 1.78% | 2.1% | $56.0M | 99,431 | $55.4M | 96,751 | +2,680+2.77% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.57% | 0.62% | $49.4M | 85,049 | $16.3M | 80,231 | +4,818+6.01% | Add |
 ELI LILLY & COLLY |
| 1.45% | 1.26% | $45.7M | 38,073 | $33.2M | 36,080 | +1,993+5.52% | Add |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.29% | $37.5M | 114,574 | $33.8M | 115,014 | -440-0.38% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.13% | 1.26% | $35.4M | 139,429 | $33.1M | 135,229 | +4,200+3.11% | Add |
 INTEL CORPINTC |
| 1.09% | 0.5% | $34.2M | 245,281 | $13.1M | 297,805 | -52,524-17.64% | Reduce |
 VISA INCV |
| 1.07% | 1.08% | $33.7M | 98,269 | $28.3M | 93,711 | +4,558+4.86% | Add |
 APPLIED MATLS INCAMAT |
| 1.01% | 0.62% | $31.7M | 43,874 | $16.2M | 47,470 | -3,596-7.58% | Reduce |
 CISCO SYS INCCSCO |
| 0.98% | 0.84% | $30.9M | 262,788 | $22.2M | 286,588 | -23,800-8.30% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.92% | 0.58% | $28.9M | 66,681 | $15.3M | 71,781 | -5,100-7.10% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.85% | 0.81% | $26.6M | 26,321 | $21.3M | 25,161 | +1,160+4.61% | Add |
 KLA CORPKLAC |
| 0.81% | 0.5% | $25.5M | 84,570 | $13.1M | 8,877 | +75,693+852.69% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.82% | $23.9M | 47,805 | $21.7M | 45,213 | +2,592+5.73% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.72% | 0.8% | $22.8M | 44,354 | $21.2M | 42,354 | +2,000+4.72% | Add |
 WALMART INCWMT |
| 0.69% | 1.18% | $21.8M | 192,381 | $31.0M | 249,381 | -57,000-22.86% | Reduce |
 ABBVIE INCABBV |
| 0.69% | 0.67% | $21.8M | 86,558 | $17.5M | 80,658 | +5,900+7.31% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.64% | 0.67% | $20.2M | 219,171 | $17.6M | 190,500 | +28,671+15.05% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.62% | 0.49% | $19.4M | 46,643 | $13.0M | 48,003 | -1,360-2.83% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.85% | $19.3M | 20,640 | $22.4M | 22,440 | -1,800-8.02% | Reduce |
 MERCK & CO INCMRK |
| 0.59% | 0.63% | $18.6M | 144,486 | $16.6M | 137,612 | +6,874+5.00% | Add |
 HOME DEPOT INCHD |
| 0.56% | 0.75% | $17.7M | 50,201 | $19.8M | 60,201 | -10,000-16.61% | Reduce |
 FORTIVE CORP COMFTV |
| 0.55% | 0.51% | $17.4M | 285,469 | $13.5M | 243,369 | +42,100+17.30% | Add |
| BBANK OF AMER CORPBAC |
| 0.55% | 0.58% | $17.2M | 301,758 | $15.2M | 312,658 | -10,900-3.49% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.63% | $16.5M | 112,705 | $16.5M | 114,505 | -1,800-1.57% | Reduce |
 NETFLIX INCNFLX |
| 0.52% | 0.83% | $16.5M | 230,632 | $21.8M | 226,932 | +3,700+1.63% | Add |
 TEXAS INSTRS INCTXN |
| 0.52% | 0.35% | $16.2M | 54,506 | $9.2M | 47,206 | +7,300+15.46% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.51% | 0.43% | $16.1M | 16,686 | $11.3M | 28,910 | -12,224-42.28% | Reduce |
 AMGEN INC COMAMGN |
| 0.51% | 0.55% | $16.0M | 44,163 | $14.5M | 41,283 | +2,880+6.98% | Add |
 COCA COLA COKO |
| 0.5% | 0.5% | $15.9M | 195,304 | $13.2M | 173,704 | +21,600+12.43% | Add |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.5% | 0.46% | $15.7M | 128,869 | $12.2M | 131,072 | -2,203-1.68% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.49% | 0.61% | $15.6M | 177,276 | $16.0M | 172,336 | +4,940+2.87% | Add |
| EEXELON CORPEXC |
| 0.47% | 0.58% | $14.8M | 318,210 | $15.2M | 309,810 | +8,400+2.71% | Add |
 AMERICAN EXPRESS COAXP |
| 0.47% | 0.4% | $14.8M | 43,799 | $10.6M | 35,039 | +8,760+25.00% | Add |
 PALO ALTOPANW |
| 0.47% | 0.23% | $14.8M | 43,368 | $6.0M | 37,142 | +6,226+16.76% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.47% | 0.43% | $14.6M | 52,028 | $11.4M | 47,208 | +4,820+10.21% | Add |
 WASTE MGMT INC DELWM |
| 0.46% | 0.54% | $14.4M | 64,435 | $14.3M | 62,135 | +2,300+3.70% | Add |
 GE VERNOVA INCGEV |
| 0.46% | 0.39% | $14.3M | 12,187 | $10.3M | 11,747 | +440+3.75% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.44% | 0.31% | $13.9M | 46,676 | $8.2M | 82,711 | -36,035-43.57% | Reduce |
| CCITIGROUP INCC |
| 0.44% | 0.39% | $13.8M | 98,592 | $10.4M | 91,492 | +7,100+7.76% | Add |
 CATERPILLAR INCCAT |
| 0.42% | 0.3% | $13.4M | 12,545 | $8.0M | 11,265 | +1,280+11.36% | Add |
 MORGAN STANLEYMS |
| 0.42% | 0.41% | $13.3M | 63,810 | $10.8M | 65,909 | -2,099-3.18% | Reduce |
