 NVIDIA CORPORATIONNVDA |
| 5.45% | 4.91% | $420.5M | 2.1M | $332.2M | 1.9M | +196,692+10.33% | Add |
 APPLE INCAAPL |
| 4.85% | 4.66% | $373.6M | 1.3M | $315.2M | 1.2M | +49,275+3.97% | Add |
 MICROSOFT CORPMSFT |
| 2.29% | 2.51% | $176.8M | 473,877 | $170.0M | 459,204 | +14,673+3.20% | Add |
 ALPHABET INCGOOGL |
| 2.08% | 1.79% | $160.3M | 448,491 | $120.9M | 420,573 | +27,918+6.64% | Add |
 AMAZON COM INCAMZN |
| 2.02% | 2.01% | $155.5M | 652,297 | $136.0M | 652,792 | -495-0.08% | Reduce |
 BROADCOM INCAVGO |
| 1.92% | 1.87% | $148.0M | 391,737 | $126.9M | 410,027 | -18,290-4.46% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.56% | $129.3M | 365,858 | $105.9M | 369,159 | -3,301-0.89% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.52% | 1.29% | $117.4M | 245,867 | $87.0M | 257,461 | -11,594-4.50% | Reduce |
 CISCO SYS INCCSCO |
| 1.18% | 0.87% | $91.2M | 776,712 | $58.6M | 754,962 | +21,750+2.88% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.01% | 0.29% | $78.1M | 67,693 | $19.4M | 57,321 | +10,372+18.09% | Add |
 JPMORGAN CHASE & COJPM |
| 0.96% | 1.04% | $73.9M | 225,657 | $70.1M | 238,214 | -12,557-5.27% | Reduce |
 VISA INCV |
| 0.94% | 0.95% | $72.5M | 211,260 | $64.2M | 212,324 | -1,064-0.50% | Reduce |
| QQUALCOMM INCQCOM |
| 0.9% | 0.87% | $69.4M | 375,705 | $58.8M | 456,861 | -81,156-17.76% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.89% | 1.08% | $68.4M | 541,294 | $73.2M | 524,989 | +16,305+3.11% | Add |
 META PLATFORMS INCMETA |
| 0.88% | 1.04% | $67.5M | 119,765 | $70.6M | 123,482 | -3,717-3.01% | Reduce |
| CCITIGROUP INCC |
| 0.84% | 0.69% | $64.7M | 462,377 | $46.8M | 412,478 | +49,899+12.10% | Add |
| BBANK OF AMER CORPBAC |
| 0.82% | 0.74% | $63.5M | 1.1M | $50.3M | 1.0M | +81,753+7.92% | Add |
 TJX COS INC NEWTJX |
| 0.82% | 0.93% | $63.0M | 415,918 | $63.1M | 395,133 | +20,785+5.26% | Add |
 TESLA INCTSLA |
| 0.81% | 0.82% | $62.6M | 148,921 | $55.5M | 149,278 | -357-0.24% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.77% | 0.79% | $59.6M | 116,020 | $53.6M | 107,254 | +8,766+8.17% | Add |
 LAM RESEARCH CORPLRCX |
| 0.75% | 0.44% | $57.6M | 132,930 | $29.8M | 139,353 | -6,423-4.61% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.73% | 0.23% | $56.5M | 130,973 | $15.3M | 93,234 | +37,739+40.48% | Add |
 COCA COLA COKO |
| 0.71% | 0.74% | $54.6M | 672,317 | $50.4M | 662,531 | +9,786+1.48% | Add |
 ASML HLDG NVASML |
| 0.7% | 0.55% | $53.6M | 26,945 | $37.1M | 28,085 | -1,140-4.06% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.69% | 0.71% | $53.0M | 1.3M | $47.9M | 953,203 | +298,043+31.27% | Add |
 ELI LILLY & COLLY |
| 0.69% | 0.61% | $53.0M | 44,150 | $41.2M | 44,827 | -677-1.51% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.67% | 0.91% | $51.9M | 379,486 | $61.5M | 362,523 | +16,963+4.68% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.66% | 0.74% | $51.1M | 554,130 | $50.2M | 533,839 | +20,291+3.80% | Add |
 WALMART INCWMT |
| 0.66% | 0.68% | $50.6M | 446,843 | $46.3M | 372,642 | +74,201+19.91% | Add |
 ARISTA NETWORKS INCANET |
| 0.65% | 0.54% | $50.4M | 296,925 | $36.3M | 295,814 | +1,111+0.38% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.65% | 0.68% | $50.2M | 86,339 | $46.3M | 227,824 | -141,485-62.10% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.64% | 0.7% | $49.6M | 99,072 | $47.2M | 98,456 | +616+0.63% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.59% | 0.56% | $45.2M | 309,140 | $37.9M | 289,722 | +19,418+6.70% | Add |
 MORGAN STANLEYMS |
| 0.56% | 0.51% | $43.3M | 206,921 | $34.8M | 211,669 | -4,748-2.24% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.54% | 0.45% | $41.9M | 105,493 | $30.8M | 96,814 | +8,679+8.96% | Add |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 0.53% | 0.54% | $41.2M | 433,418 | $36.7M | 444,475 | -11,057-2.49% | Reduce |
 CVS HEALTH CORPCVS |
| 0.53% | 0.4% | $40.9M | 395,817 | $26.9M | 374,436 | +21,381+5.71% | Add |
 ORACLE CORPORCL |
| 0.53% | 0.57% | $40.5M | 276,434 | $38.6M | 262,510 | +13,924+5.30% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.51% | 0.61% | $39.2M | 61,437 | $41.3M | 152,664 | -91,227-59.76% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.5% | 0.57% | $38.7M | 468,019 | $38.5M | 483,441 | -15,422-3.19% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.47% | 0.53% | $36.4M | 1.5M | $36.1M | 1.3M | +223,702+17.79% | Add |
 FORTINET INCFTNT |
| 0.46% | 0.24% | $35.1M | 228,538 | $16.3M | 199,740 | +28,798+14.42% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.45% | 0.35% | $34.7M | 133,406 | $23.6M | 95,603 | +37,803+39.54% | Add |
 MERCK & CO INCMRK |
| 0.44% | 0.44% | $34.0M | 264,831 | $29.5M | 245,186 | +19,645+8.01% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.43% | 0.47% | $33.5M | 119,101 | $31.8M | 131,062 | -11,961-9.13% | Reduce |
 ABBVIE INCABBV |
| 0.42% | 0.26% | $32.6M | 129,445 | $17.4M | 79,800 | +49,645+62.21% | Add |
 KLA CORPKLAC |
| 0.42% | 0.29% | $32.4M | 107,364 | $19.6M | 13,311 | +94,053+706.58% | Add |
 APPLIED MATLS INCAMAT |
| 0.42% | 0.25% | $32.3M | 44,626 | $16.8M | 49,068 | -4,442-9.05% | Reduce |
 HOME DEPOT INCHD |
| 0.41% | 0.45% | $31.9M | 90,432 | $30.5M | 92,733 | -2,301-2.48% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.41% | 0.46% | $31.7M | 216,340 | $31.0M | 214,724 | +1,616+0.75% | Add |
