 NVIDIA CORPORATIONNVDA |
| 6.44% | 6.79% | $1.28B | 6.4M | $1.16B | 6.7M | -252,132-3.79% | Reduce |
 APPLE INCAAPL |
| 5.93% | 5.98% | $1.18B | 4.1M | $1.02B | 4.0M | +46,759+1.16% | Add |
 MICROSOFT CORPMSFT |
| 3.67% | 4.19% | $730.2M | 2.0M | $716.1M | 1.9M | +22,923+1.18% | Add |
 AMAZON COM INCAMZN |
| 3.22% | 3.21% | $640.1M | 2.7M | $549.0M | 2.6M | +49,650+1.88% | Add |
 ALPHABET INCGOOGL |
| 2.9% | 2.68% | $577.3M | 1.6M | $458.5M | 1.6M | +20,976+1.32% | Add |
 BROADCOM INCAVGO |
| 2.37% | 2.23% | $471.5M | 1.2M | $382.0M | 1.2M | +14,016+1.14% | Add |
| AAlphabet Inc Class CGOOG |
| 2.28% | 2.24% | $453.2M | 1.3M | $382.5M | 1.3M | -50,682-3.80% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.82% | 0.61% | $361.2M | 312,924 | $104.2M | 308,369 | +4,555+1.48% | Add |
 META PLATFORMS INCMETA |
| 1.73% | 2% | $343.2M | 609,361 | $341.4M | 596,801 | +12,560+2.10% | Add |
 TESLA INCTSLA |
| 1.65% | 1.68% | $328.5M | 780,920 | $287.9M | 774,533 | +6,387+0.82% | Add |
 ELI LILLY & COLLY |
| 1.34% | 1.18% | $267.3M | 222,844 | $202.5M | 220,180 | +2,664+1.21% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.32% | 0.53% | $262.8M | 452,388 | $90.7M | 446,054 | +6,334+1.42% | Add |
 JPMORGAN CHASE & COJPM |
| 1.22% | 1.28% | $243.6M | 744,264 | $219.4M | 745,877 | -1,613-0.22% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.97% | 1.06% | $193.1M | 385,899 | $180.6M | 376,936 | +8,963+2.38% | Add |
 INTEL CORPINTC |
| 0.86% | 0.32% | $170.2M | 1.2M | $54.6M | 1.2M | -19,145-1.55% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.85% | 0.94% | $169.7M | 668,344 | $161.4M | 660,131 | +8,213+1.24% | Add |
 VISA INCV |
| 0.8% | 0.82% | $160.0M | 466,471 | $139.6M | 461,887 | +4,584+0.99% | Add |
 APPLIED MATLS INCAMAT |
| 0.8% | 0.43% | $159.2M | 220,211 | $74.3M | 217,253 | +2,958+1.36% | Add |
 EXXON MOBIL CORPXOM |
| 0.79% | 1.15% | $157.7M | 1.2M | $196.0M | 1.2M | -1,909-0.17% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.75% | 0.43% | $150.2M | 346,510 | $73.5M | 344,131 | +2,379+0.69% | Add |
 WALMART INCWMT |
| 0.69% | 0.87% | $137.8M | 1.2M | $149.3M | 1.2M | +15,676+1.31% | Add |
 CATERPILLAR INCCAT |
| 0.69% | 0.53% | $137.5M | 129,108 | $90.9M | 128,252 | +856+0.67% | Add |
 CISCO SYS INCCSCO |
| 0.65% | 0.49% | $128.7M | 1.1M | $84.0M | 1.1M | +13,489+1.25% | Add |
 ABBVIE INCABBV |
| 0.62% | 0.62% | $123.5M | 490,797 | $105.3M | 484,297 | +6,500+1.34% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.59% | 0.68% | $116.7M | 227,208 | $116.0M | 232,088 | -4,880-2.10% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.71% | $115.2M | 123,105 | $121.2M | 121,612 | +1,493+1.23% | Add |
 KLA CORPKLAC |
| 0.55% | 0.31% | $109.7M | 363,713 | $53.0M | 36,000 | +327,713+910.31% | Add |
 GE AEROSPACEGE |
| 0.54% | 0.48% | $108.4M | 289,920 | $82.0M | 289,052 | +868+0.30% | Add |
| BBANK OF AMER CORPBAC |
| 0.54% | 0.54% | $107.3M | 1.9M | $91.5M | 1.9M | +6,013+0.32% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.39% | $104.7M | 251,862 | $67.2M | 248,183 | +3,679+1.48% | Add |
 HOME DEPOT INCHD |
| 0.49% | 0.52% | $97.5M | 276,374 | $89.7M | 272,752 | +3,622+1.33% | Add |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.54% | $94.6M | 644,865 | $92.5M | 640,302 | +4,563+0.71% | Add |
| SSANDISK CORP COMSNDK |
| 0.45% | 0.14% | $90.3M | 39,709 | $24.3M | 38,242 | +1,467+3.84% | Add |
 MERCK & CO INCMRK |
| 0.44% | 0.48% | $88.2M | 686,042 | $81.8M | 679,746 | +6,296+0.93% | Add |
 GE VERNOVA INCGEV |
| 0.44% | 0.38% | $87.9M | 74,789 | $64.9M | 74,363 | +426+0.57% | Add |
 COCA COLA COKO |
| 0.44% | 0.5% | $87.4M | 1.1M | $85.2M | 1.1M | -45,027-4.02% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.43% | 0.63% | $84.9M | 512,155 | $108.5M | 524,172 | -12,017-2.29% | Reduce |
 NETFLIX INCNFLX |
| 0.42% | 0.65% | $83.4M | 1.2M | $111.6M | 1.2M | +7,464+0.64% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.42% | 0.41% | $82.8M | 81,855 | $69.5M | 82,193 | -338-0.41% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.39% | 0.41% | $78.2M | 432,462 | $70.5M | 426,514 | +5,948+1.39% | Add |
 PALO ALTOPANW |
| 0.39% | 0.21% | $76.7M | 225,037 | $35.5M | 221,398 | +3,639+1.64% | Add |
 TEXAS INSTRS INCTXN |
| 0.38% | 0.28% | $75.3M | 252,636 | $48.3M | 248,946 | +3,690+1.48% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.37% | 0.36% | $73.2M | 260,286 | $62.1M | 256,101 | +4,185+1.63% | Add |
 RTX CORPORATIONRTX |
| 0.36% | 0.41% | $70.9M | 373,482 | $70.9M | 367,440 | +6,042+1.64% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.35% | 0.54% | $70.5M | 604,307 | $91.6M | 625,867 | -21,560-3.44% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.35% | 0.13% | $70.5M | 236,579 | $23.0M | 232,365 | +4,214+1.81% | Add |
 WELLS FARGO CO NEWWFC |
| 0.35% | 0.4% | $70.3M | 850,284 | $68.5M | 860,055 | -9,771-1.14% | Reduce |
 ORACLE CORPORCL |
| 0.35% | 0.41% | $70.2M | 478,829 | $69.5M | 472,406 | +6,423+1.36% | Add |
 MORGAN STANLEYMS |
| 0.35% | 0.31% | $68.7M | 328,814 | $53.5M | 325,286 | +3,528+1.08% | Add |
 LINDE PLCLIN |
| 0.34% | 0.37% | $66.7M | 128,583 | $63.4M | 127,936 | +647+0.51% | Add |
