 KLA CORPKLAC |
| 9.69% | 5.98% | $23.9M | 79,050 | $11.6M | 7,905 | +71,145+900.00% | Add |
 NVIDIA CORPORATIONNVDA |
| 8.09% | 8.91% | $19.9M | 99,478 | $17.3M | 99,478 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 6.55% | 2.9% | $16.1M | 27,750 | $5.6M | 27,750 | 00.00% | Unchanged |
 CELESTICA INCCLS |
| 5.94% | 5.79% | $14.6M | 40,047 | $11.3M | 40,047 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 5.87% | 5.73% | $14.4M | 28,037 | $11.2M | 28,037 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.99% | 4.09% | $9.8M | 27,800 | $8.0M | 27,800 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 3.89% | 3.87% | $9.6M | 45,796 | $7.5M | 45,796 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 3.71% | 3.84% | $9.1M | 24,151 | $7.5M | 24,151 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.29% | 1.58% | $8.1M | 18,750 | $3.1M | 18,750 | 00.00% | Unchanged |
 TAPESTRY INCTPR |
| 2.99% | 3.64% | $7.4M | 50,261 | $7.1M | 50,261 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.76% | 3.54% | $6.8M | 12,036 | $6.9M | 12,036 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.61% | 2.84% | $6.4M | 22,844 | $5.5M | 22,844 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 2.59% | 2.49% | $6.4M | 8,839 | $4.9M | 8,839 | 00.00% | Unchanged |
 WILLIAMS SONOMA INCWSM |
| 2.26% | 2.23% | $5.6M | 23,863 | $4.4M | 23,863 | 00.00% | Unchanged |
 UNITED RENTALS INCURI |
| 2.02% | 1.64% | $5.0M | 4,390 | $3.2M | 4,390 | 00.00% | Unchanged |
 CARDINAL HEALTH INCCAH |
| 1.84% | 2.06% | $4.5M | 19,031 | $4.0M | 19,031 | 00.00% | Unchanged |
| NNRG ENERGY INCNRG |
| 1.58% | 2% | $3.9M | 26,632 | $3.9M | 26,632 | 00.00% | Unchanged |
 JABIL INCJBL |
| 1.45% | 1.26% | $3.6M | 9,270 | $2.5M | 9,270 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.4% | 1.54% | $3.4M | 14,440 | $3.0M | 14,440 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 1.38% | 1.55% | $3.4M | 10,012 | $3.0M | 10,012 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.3% | 0.84% | $3.2M | 4,200 | $1.6M | 4,200 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 1.29% | 1.57% | $3.2M | 38,454 | $3.1M | 38,454 | 00.00% | Unchanged |
 SIMON PPTY GROUP INC NEW COMSPG |
| 1.2% | 1.26% | $2.9M | 13,189 | $2.5M | 13,189 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.16% | 1.97% | $2.9M | 39,970 | $3.8M | 39,970 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 1.14% | 1.11% | $2.8M | 2,342 | $2.2M | 2,342 | 00.00% | Unchanged |
 CONSTELLATION ENERGY CORPCEG |
| 1.1% | 1.56% | $2.7M | 10,887 | $3.0M | 10,887 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 1.02% | 1.13% | $2.5M | 8,640 | $2.2M | 8,640 | 00.00% | Unchanged |
 AUTONATION INCAN |
| 0.96% | 1.28% | $2.4M | 12,777 | $2.5M | 12,777 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 0.96% | 1.39% | $2.4M | 3,137 | $2.7M | 3,137 | 00.00% | Unchanged |
 HARTFORD INSURANCEHIG |
| 0.95% | 1.23% | $2.3M | 17,698 | $2.4M | 17,698 | 00.00% | Unchanged |
 CARRIER GLOBALCARR |
| 0.94% | 0.91% | $2.3M | 31,613 | $1.8M | 31,613 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.93% | 1.17% | $2.3M | 15,541 | $2.3M | 15,541 | 00.00% | Unchanged |
 HCA HEALTHCARE INCHCA |
| 0.92% | 1.4% | $2.3M | 5,775 | $2.7M | 5,775 | 00.00% | Unchanged |
 CHUBB LIMITEDCB |
| 0.86% | 1.04% | $2.1M | 6,229 | $2.0M | 6,229 | 00.00% | Unchanged |
 PROGRESSIVE CORPPGR |
| 0.83% | 0.95% | $2.0M | 9,311 | $1.8M | 9,311 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.81% | 1.28% | $2.0M | 17,000 | $2.5M | 17,000 | 00.00% | Unchanged |
| UUNIVERSAL HLTH SVCS INCUHS |
| 0.76% | 1.15% | $1.9M | 12,528 | $2.2M | 12,528 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.74% | 0.92% | $1.8M | 4,862 | $1.8M | 4,862 | 00.00% | Unchanged |
 CORPAY INCCPAY |
| 0.73% | 0.81% | $1.8M | 5,399 | $1.6M | 5,399 | 00.00% | Unchanged |
 T-MOBILE US INC COMTMUS |
| 0.72% | 1.14% | $1.8M | 10,609 | $2.2M | 10,609 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.7% | 1.11% | $1.7M | 10,435 | $2.2M | 10,435 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 0.68% | 0.59% | $1.7M | 16,600 | $1.2M | 16,600 | 00.00% | Unchanged |
| IISHARES FLOATING RATE BOND ETFFLOT |
| 0.6% | 0.76% | $1.5M | 29,000 | $1.5M | 29,000 | 00.00% | Unchanged |
 AXON ENTERPRISEAXON |
| 0.6% | 0.57% | $1.5M | 2,627 | $1.1M | 2,627 | 00.00% | Unchanged |
| BBLOCK H & R INCHRB |
| 0.58% | 0.61% | $1.4M | 37,360 | $1.2M | 37,360 | 00.00% | Unchanged |
 VEEVA SYS INCVEEV |
| 0.55% | 0.69% | $1.4M | 7,671 | $1.3M | 7,671 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.54% | 0.69% | $1.3M | 16,200 | $1.3M | 16,200 | 00.00% | Unchanged |
 REDDIT INC CL ARDDT |
| 0.53% | 0.52% | $1.3M | 7,550 | $1.0M | 7,550 | 00.00% | Unchanged |
 SAP SE SPON ADRSAP |
| 0.53% | 0.74% | $1.3M | 8,407 | $1.4M | 8,407 | 00.00% | Unchanged |
| CCIGNA GROUPLIBD |
| 0.52% | 0.64% | $1.3M | 4,643 | $1.2M | 4,643 | 00.00% | Unchanged |
