 NVIDIA CORPORATIONNVDA |
| 3.21% | 3% | $544.9M | 2.7M | $417.2M | 2.4M | +330,772+13.83% | Add |
 AMAZON COM INCAMZN |
| 2% | 1.37% | $339.4M | 1.4M | $190.0M | 912,318 | +511,689+56.09% | Add |
 APPLE INCAAPL |
| 1.96% | 2.15% | $333.3M | 1.2M | $298.7M | 1.2M | -25,143-2.14% | Reduce |
 MICROSOFT CORPMSFT |
| 1.54% | 1.75% | $262.1M | 702,759 | $244.0M | 659,051 | +43,708+6.63% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.54% | 1.37% | $261.5M | 226,509 | $190.5M | 563,749 | -337,240-59.82% | Reduce |
 TESLA INCTSLA |
| 1.2% | 1.13% | $202.9M | 482,364 | $157.0M | 422,409 | +59,955+14.19% | Add |
 ALPHABET INCGOOGL |
| 1.16% | 1.04% | $196.7M | 550,326 | $144.6M | 502,814 | +47,512+9.45% | Add |
 JPMORGAN CHASE & COJPM |
| 1.14% | 0.2% | $193.8M | 591,965 | $28.2M | 95,905 | +496,060+517.24% | Add |
| AAlphabet Inc Class CGOOG |
| 1.08% | 0.63% | $183.7M | 519,782 | $87.2M | 303,864 | +215,918+71.06% | Add |
 META PLATFORMS INCMETA |
| 0.95% | 0.29% | $161.1M | 286,045 | $39.8M | 69,490 | +216,555+311.63% | Add |
 INTUITINTU |
| 0.93% | 0.46% | $157.6M | 603,965 | $64.2M | 148,401 | +455,564+306.98% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.69% | — | $116.9M | 124,912 | $0 | 0 | +124,912 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.67% | 0.84% | $114.4M | 980,713 | $116.3M | 795,002 | +185,711+23.36% | Add |
 BROADCOM INCAVGO |
| 0.66% | 1.11% | $112.2M | 296,965 | $154.8M | 500,230 | -203,265-40.63% | Reduce |
 ELI LILLY & COLLY |
| 0.65% | 0.56% | $109.9M | 91,650 | $78.2M | 85,026 | +6,624+7.79% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.62% | 0.21% | $105.0M | 264,023 | $29.3M | 63,614 | +200,409+315.04% | Add |
 PEPSICO INCPEP |
| 0.57% | 0.7% | $96.9M | 715,999 | $96.9M | 624,161 | +91,838+14.71% | Add |
 WELLS FARGO CO NEWWFC |
| 0.56% | 0.39% | $94.5M | 1.1M | $54.8M | 688,585 | +455,163+66.10% | Add |
 NETFLIX INCNFLX |
| 0.55% | 0.01% | $93.5M | 1.3M | $1.8M | 18,900 | +1.3M+6,825.50% | Add |
 MEDTRONIC PLCMDT |
| 0.55% | 0.07% | $93.3M | 1.2M | $10.1M | 116,207 | +1.1M+926.82% | Add |
| AAT&T INCT |
| 0.54% | 0.26% | $91.4M | 4.4M | $36.0M | 1.2M | +3.2M+255.38% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.52% | 0.63% | $88.2M | 708,984 | $88.0M | 443,626 | +265,358+59.82% | Add |
 TJX COS INC NEWTJX |
| 0.51% | 0.32% | $86.5M | 570,853 | $44.6M | 279,479 | +291,374+104.26% | Add |
 ROSS STORES INC COMROST |
| 0.47% | 0.46% | $80.0M | 375,752 | $64.0M | 295,564 | +80,188+27.13% | Add |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.36% | $78.1M | 471,094 | $49.6M | 239,545 | +231,549+96.66% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.44% | 0.43% | $74.5M | 148,959 | $60.0M | 125,119 | +23,840+19.05% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.43% | — | $73.8M | 98,881 | $0 | 0 | +98,881 | New Buy |
 COCA COLA COKO |
| 0.43% | 0.38% | $73.3M | 902,526 | $53.1M | 697,883 | +204,643+29.32% | Add |
 INTEL CORPINTC |
| 0.42% | 0.1% | $70.6M | 505,709 | $13.4M | 302,948 | +202,761+66.93% | Add |
 ORACLE CORPORCL |
| 0.41% | 0.16% | $69.0M | 471,151 | $22.4M | 151,933 | +319,218+210.10% | Add |
 DISNEY WALT CODIS |
| 0.4% | 0.2% | $68.7M | 713,429 | $27.6M | 286,642 | +426,787+148.89% | Add |
| BBANK OF AMER CORPBAC |
| 0.39% | 0.33% | $66.2M | 1.2M | $45.7M | 938,177 | +222,904+23.76% | Add |
| SSANDISK CORP COMSNDK |
| 0.39% | 0.24% | $65.8M | 28,949 | $32.9M | 51,715 | -22,766-44.02% | Reduce |
 IDEXX LABS INC COMIDXX |
| 0.38% | — | $65.0M | 123,380 | $0 | 0 | +123,380 | New Buy |
 WALMART INCWMT |
| 0.38% | 0.3% | $64.9M | 573,137 | $42.0M | 337,947 | +235,190+69.59% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.37% | — | $62.8M | 108,110 | $0 | 0 | +108,110 | New Buy |
 SYNOPSYS INCSNPS |
| 0.37% | 0.01% | $62.0M | 139,099 | $951,552 | 2,400 | +136,699+5,695.79% | Add |
| CCITIGROUP INCC |
| 0.36% | 0.84% | $61.9M | 442,187 | $116.5M | 1.0M | -585,489-56.97% | Reduce |
 CASEYS GEN STORES INCCASY |
| 0.36% | — | $61.3M | 77,077 | $0 | 0 | +77,077 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.35% | 0.13% | $59.1M | 61,229 | $18.8M | 47,893 | +13,336+27.85% | Add |
 NOVO-NORDISK A SNVO |
| 0.35% | 0.26% | $58.8M | 1.2M | $36.1M | 982,773 | +244,632+24.89% | Add |
 RTX CORPORATIONRTX |
| 0.35% | 0.37% | $58.7M | 309,311 | $50.8M | 263,543 | +45,768+17.37% | Add |
 COPART INC COMCPRT |
| 0.34% | 0.49% | $57.2M | 2.0M | $68.5M | 2.1M | -35,942-1.74% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.32% | 0.05% | $53.5M | 176,703 | $7.5M | 55,369 | +121,334+219.14% | Add |
 CATERPILLAR INCCAT |
| 0.31% | 0.01% | $53.5M | 50,198 | $1.6M | 2,200 | +47,998+2,181.73% | Add |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.31% | 0.22% | $53.2M | 1.9M | $30.3M | 1.2M | +692,292+59.14% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.31% | — | $53.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
| QQUALCOMM INCQCOM |
| 0.31% | 0.02% | $52.6M | 284,863 | $3.4M | 26,152 | +258,711+989.26% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.3% | 0.18% | $51.3M | 1.2M | $25.2M | 400,891 | +801,950+200.04% | Add |
 BOEING COBA |
| 0.3% | 0.15% | $50.7M | 234,364 | $21.3M | 106,803 | +127,561+119.44% | Add |
