 NVIDIA CORPORATIONNVDA |
| 8.21% | 8.21% | $1.34B | 6.7M | $1.15B | 6.6M | +65,061+0.98% | Add |
 APPLE INCAAPL |
| 6.25% | 7.29% | $1.02B | 3.5M | $1.03B | 4.0M | -519,662-12.86% | Reduce |
 MICROSOFT CORPMSFT |
| 4.03% | 5.42% | $657.7M | 1.8M | $763.0M | 2.1M | -298,003-14.46% | Reduce |
 ALPHABET INCGOOGL |
| 3.67% | 2.99% | $597.9M | 1.7M | $420.2M | 1.5M | +212,005+14.51% | Add |
 BROADCOM INCAVGO |
| 3.07% | 2.88% | $499.7M | 1.3M | $405.4M | 1.3M | +13,126+1.00% | Add |
| AAlphabet Inc Class CGOOG |
| 2.93% | 2.43% | $478.4M | 1.4M | $342.0M | 1.2M | +161,840+13.58% | Add |
 AMAZON COM INCAMZN |
| 2.83% | 3.62% | $462.0M | 1.9M | $509.6M | 2.4M | -508,487-20.78% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.24% | 0.5% | $365.0M | 316,243 | $70.5M | 208,786 | +107,457+51.47% | Add |
 TESLA INCTSLA |
| 2.08% | 2.07% | $338.6M | 805,044 | $291.8M | 784,836 | +20,208+2.57% | Add |
 META PLATFORMS INCMETA |
| 2.03% | 2.36% | $331.1M | 587,820 | $332.5M | 581,141 | +6,679+1.15% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.64% | 0.57% | $268.1M | 461,498 | $80.8M | 397,117 | +64,381+16.21% | Add |
 ELI LILLY & COLLY |
| 1.64% | 1.48% | $266.9M | 222,559 | $208.6M | 226,843 | -4,284-1.89% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.02% | 0.42% | $165.8M | 229,388 | $58.5M | 171,238 | +58,150+33.96% | Add |
 JPMORGAN CHASE & COJPM |
| 1% | 1.03% | $162.4M | 495,998 | $144.3M | 490,494 | +5,504+1.12% | Add |
 VISA INCV |
| 0.98% | 1.03% | $160.2M | 466,935 | $144.8M | 478,928 | -11,993-2.50% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.97% | 0.57% | $157.8M | 364,140 | $79.6M | 372,353 | -8,213-2.21% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.89% | 0.98% | $144.8M | 289,301 | $137.4M | 286,653 | +2,648+0.92% | Add |
 CATERPILLAR INCCAT |
| 0.8% | 0.43% | $130.0M | 122,094 | $60.6M | 85,474 | +36,620+42.84% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.73% | 0.81% | $118.6M | 466,851 | $114.4M | 468,181 | -1,330-0.28% | Reduce |
 INTEL CORPINTC |
| 0.73% | 0.26% | $118.2M | 846,607 | $36.4M | 823,766 | +22,841+2.77% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.72% | 0.83% | $118.0M | 229,675 | $117.4M | 234,972 | -5,297-2.25% | Reduce |
 KLA CORPKLAC |
| 0.69% | 0.4% | $112.5M | 372,746 | $55.7M | 37,807 | +334,939+885.92% | Add |
 GE AEROSPACEGE |
| 0.65% | 0.58% | $105.6M | 282,483 | $81.9M | 288,585 | -6,102-2.11% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.93% | $99.0M | 105,848 | $130.4M | 130,896 | -25,048-19.14% | Reduce |
 CISCO SYS INCCSCO |
| 0.57% | 0.43% | $92.8M | 790,433 | $60.9M | 784,497 | +5,936+0.76% | Add |
 EXXON MOBIL CORPXOM |
| 0.57% | 0.82% | $92.4M | 676,075 | $115.6M | 681,406 | -5,331-0.78% | Reduce |
 WALMART INCWMT |
| 0.56% | 0.73% | $91.2M | 805,607 | $102.6M | 825,346 | -19,739-2.39% | Reduce |
 HOME DEPOT INCHD |
| 0.55% | 0.6% | $89.0M | 252,265 | $84.3M | 256,172 | -3,907-1.53% | Reduce |
 ABBVIE INCABBV |
| 0.54% | 0.79% | $88.3M | 350,912 | $111.3M | 511,945 | -161,033-31.46% | Reduce |
 GE VERNOVA INCGEV |
| 0.53% | 0.46% | $86.5M | 73,600 | $65.3M | 74,782 | -1,182-1.58% | Reduce |
 NETFLIX INCNFLX |
| 0.53% | 0.83% | $85.8M | 1.2M | $116.7M | 1.2M | -11,104-0.92% | Reduce |
 PALO ALTOPANW |
| 0.48% | 0.25% | $77.5M | 227,199 | $35.8M | 223,232 | +3,967+1.78% | Add |
 TEXAS INSTRS INCTXN |
| 0.47% | 0.29% | $76.8M | 257,606 | $40.5M | 208,862 | +48,744+23.34% | Add |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.44% | $76.4M | 1.3M | $61.2M | 1.3M | +84,331+6.72% | Add |
| SSANDISK CORP COMSNDK |
| 0.44% | 0.08% | $71.9M | 31,607 | $11.5M | 18,068 | +13,539+74.93% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.33% | $70.6M | 169,888 | $46.0M | 169,906 | -18-0.01% | Reduce |
 ORACLE CORPORCL |
| 0.43% | 0.51% | $70.5M | 481,306 | $71.2M | 484,313 | -3,007-0.62% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.43% | 0.09% | $70.2M | 235,774 | $12.3M | 123,871 | +111,903+90.34% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.43% | 0.64% | $70.0M | 600,374 | $89.9M | 614,573 | -14,199-2.31% | Reduce |
 COCA COLA COKO |
| 0.39% | 0.52% | $64.2M | 790,189 | $73.2M | 962,521 | -172,332-17.90% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.39% | 0.12% | $63.5M | 99,343 | $17.3M | 63,879 | +35,464+55.52% | Add |
 MERCK & CO INCMRK |
| 0.37% | 0.4% | $60.8M | 473,483 | $56.9M | 473,091 | +392+0.08% | Add |
 PROCTER & GAMBLE COPG |
| 0.37% | 0.42% | $60.8M | 414,347 | $59.4M | 411,442 | +2,905+0.71% | Add |
 AMPHENOL CORPAPH |
| 0.36% | 0.3% | $58.6M | 332,227 | $42.5M | 336,264 | -4,037-1.20% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.35% | 0.47% | $56.5M | 340,626 | $66.6M | 321,737 | +18,889+5.87% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.34% | 0.2% | $55.8M | 73,082 | $28.8M | 73,780 | -698-0.95% | Reduce |
 CORNING INCGLW |
| 0.34% | 0.14% | $55.2M | 216,192 | $19.6M | 143,947 | +72,245+50.19% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.33% | 0.33% | $53.5M | 52,892 | $46.4M | 54,823 | -1,931-3.52% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.31% | 0.27% | $51.1M | 301,093 | $37.4M | 304,400 | -3,307-1.09% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.3% | 0.3% | $48.7M | 173,070 | $42.1M | 173,582 | -512-0.29% | Reduce |
