 NVIDIA CORPORATIONNVDA |
| 3.93% | 3.86% | $348.3M | 1.7M | $303.1M | 1.7M | +3,053+0.18% | Add |
 APPLE INCAAPL |
| 3.68% | 3.73% | $326.2M | 1.1M | $293.1M | 1.2M | -27,519-2.38% | Reduce |
 MICROSOFT CORPMSFT |
| 2.38% | 2.72% | $211.2M | 566,056 | $213.9M | 577,976 | -11,920-2.06% | Reduce |
 ALPHABET INCGOOGL |
| 2.03% | 2.17% | $180.3M | 504,653 | $170.6M | 593,139 | -88,486-14.92% | Reduce |
 AMAZON COM INCAMZN |
| 2% | 1.9% | $177.0M | 742,644 | $149.0M | 715,561 | +27,083+3.78% | Add |
| AAlphabet Inc Class CGOOG |
| 1.48% | 1.35% | $131.6M | 372,340 | $106.2M | 370,241 | +2,099+0.57% | Add |
 BROADCOM INCAVGO |
| 1.31% | 1.19% | $116.4M | 308,271 | $93.5M | 302,013 | +6,258+2.07% | Add |
 META PLATFORMS INCMETA |
| 1.23% | 1.32% | $109.0M | 193,542 | $104.0M | 181,763 | +11,779+6.48% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.87% | 0.98% | $77.1M | 303,705 | $76.8M | 313,992 | -10,287-3.28% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.86% | 0.97% | $76.0M | 555,601 | $76.2M | 448,908 | +106,693+23.77% | Add |
 JPMORGAN CHASE & COJPM |
| 0.85% | 0.88% | $75.6M | 230,826 | $69.4M | 235,809 | -4,983-2.11% | Reduce |
 ELI LILLY & COLLY |
| 0.76% | 0.65% | $67.2M | 56,045 | $51.5M | 55,959 | +86+0.15% | Add |
 APPLIED MATLS INCAMAT |
| 0.74% | 0.43% | $65.5M | 90,591 | $33.6M | 98,322 | -7,731-7.86% | Reduce |
 TESLA INCTSLA |
| 0.73% | 0.7% | $64.5M | 153,300 | $54.8M | 147,340 | +5,960+4.05% | Add |
 WALMART INCWMT |
| 0.71% | 0.91% | $63.4M | 559,580 | $71.8M | 577,721 | -18,141-3.14% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.69% | 0.75% | $61.5M | 122,816 | $58.8M | 122,627 | +189+0.15% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.62% | 0.18% | $55.3M | 47,882 | $13.8M | 40,897 | +6,985+17.08% | Add |
 LAM RESEARCH CORPLRCX |
| 0.61% | 0.37% | $54.2M | 125,071 | $28.8M | 134,889 | -9,818-7.28% | Reduce |
 VISA INCV |
| 0.58% | 0.63% | $51.5M | 150,242 | $49.2M | 162,824 | -12,582-7.73% | Reduce |
 TJX COS INC NEWTJX |
| 0.57% | 0.52% | $50.1M | 330,835 | $40.8M | 255,770 | +75,065+29.35% | Add |
 ALTRIA GROUP INCMO |
| 0.55% | 0.56% | $48.9M | 679,959 | $43.7M | 662,925 | +17,034+2.57% | Add |
 MERCK & CO INCMRK |
| 0.55% | 0.75% | $48.8M | 379,986 | $58.6M | 487,434 | -107,448-22.04% | Reduce |
 CISCO SYS INCCSCO |
| 0.54% | 0.43% | $48.2M | 410,054 | $33.7M | 434,003 | -23,949-5.52% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.51% | 0.7% | $45.4M | 48,582 | $55.1M | 55,270 | -6,688-12.10% | Reduce |
 ABBVIE INCABBV |
| 0.51% | 0.49% | $45.1M | 179,402 | $38.2M | 175,516 | +3,886+2.21% | Add |
 CHEVRON CORPORATIONCVX |
| 0.49% | 0.65% | $43.5M | 262,480 | $51.3M | 247,765 | +14,715+5.94% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.49% | 0.48% | $43.1M | 747,142 | $37.9M | 625,642 | +121,500+19.42% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.46% | 0.54% | $40.4M | 279,443 | $42.2M | 355,900 | -76,457-21.48% | Reduce |
| TTERADYNE INCTER |
| 0.45% | 0.37% | $39.7M | 82,098 | $29.4M | 99,203 | -17,105-17.24% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.44% | 0.57% | $38.6M | 305,753 | $44.5M | 319,464 | -13,711-4.29% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.43% | 0.59% | $38.1M | 899,853 | $46.2M | 920,341 | -20,488-2.23% | Reduce |
 TRAVELERS COSTRV |
| 0.42% | 0.32% | $36.9M | 111,909 | $25.4M | 87,119 | +24,790+28.46% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.41% | 0.5% | $36.0M | 70,111 | $39.3M | 78,712 | -8,601-10.93% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.4% | 0.34% | $35.8M | 372,635 | $27.1M | 374,036 | -1,401-0.37% | Reduce |
 PEPSICO INCPEP |
| 0.39% | 0.34% | $34.7M | 255,999 | $26.8M | 172,456 | +83,543+48.44% | Add |
 PROCTER & GAMBLE COPG |
| 0.39% | 0.47% | $34.7M | 236,320 | $37.0M | 256,224 | -19,904-7.77% | Reduce |
 KLA CORPKLAC |
| 0.39% | 0.2% | $34.6M | 114,790 | $15.8M | 10,707 | +104,083+972.10% | Add |
| BBANK OF AMER CORPBAC |
| 0.38% | 0.26% | $34.0M | 596,189 | $20.1M | 411,719 | +184,470+44.80% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.38% | 0.18% | $33.8M | 58,251 | $14.3M | 70,438 | -12,187-17.30% | Reduce |
| QQUALCOMM INCQCOM |
| 0.37% | 0.38% | $32.6M | 176,320 | $30.1M | 233,523 | -57,203-24.50% | Reduce |
 ELECTRONIC ARTS INCEA |
| 0.37% | 0.41% | $32.5M | 158,362 | $32.2M | 158,015 | +347+0.22% | Add |
 CIENA CORPCIEN |
| 0.36% | 0.24% | $32.3M | 65,862 | $19.2M | 49,513 | +16,349+33.02% | Add |
| CCITIGROUP INCC |
| 0.36% | 0.23% | $31.6M | 225,546 | $18.4M | 162,162 | +63,384+39.09% | Add |
 CATERPILLAR INCCAT |
| 0.35% | 0.24% | $31.3M | 29,437 | $19.2M | 27,038 | +2,399+8.87% | Add |
 ROSS STORES INC COMROST |
| 0.35% | 0.44% | $31.2M | 146,811 | $34.9M | 160,947 | -14,136-8.78% | Reduce |
| EEBAY INC. COMEBAY |
| 0.34% | 0.34% | $30.3M | 270,899 | $27.1M | 297,636 | -26,737-8.98% | Reduce |
 ALLSTATE CORPALL |
| 0.34% | 0.45% | $30.2M | 126,902 | $35.4M | 170,849 | -43,947-25.72% | Reduce |
 TARGET CORP COMTGT |
| 0.34% | 0.26% | $30.1M | 230,312 | $20.2M | 166,945 | +63,367+37.96% | Add |
 EOG RES INCEOG |
| 0.33% | 0.31% | $29.7M | 228,877 | $24.7M | 170,769 | +58,108+34.03% | Add |
 INCYTE CORPINCY |
| 0.33% | 0.31% | $29.5M | 260,338 | $24.0M | 254,990 | +5,348+2.10% | Add |
