 NVIDIA CORPORATIONNVDA |
| 7.35% | 7.32% | $122.7M | 613,157 | $107.6M | 616,975 | -3,818-0.62% | Reduce |
 APPLE INCAAPL |
| 6.54% | 6.64% | $109.2M | 377,429 | $97.5M | 384,322 | -6,893-1.79% | Reduce |
 MICROSOFT CORPMSFT |
| 4.34% | 4.92% | $72.5M | 194,300 | $72.4M | 195,510 | -1,210-0.62% | Reduce |
 AMAZON COM INCAMZN |
| 3.59% | 3.58% | $59.9M | 251,313 | $52.6M | 252,384 | -1,071-0.42% | Reduce |
 ALPHABET INCGOOGL |
| 3.26% | 2.99% | $54.5M | 152,585 | $44.0M | 152,936 | -351-0.23% | Reduce |
 BROADCOM INCAVGO |
| 2.74% | 2.56% | $45.7M | 120,993 | $37.6M | 121,509 | -516-0.42% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.63% | 2.43% | $44.0M | 124,510 | $35.7M | 124,527 | -17-0.01% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.02% | 0.68% | $33.8M | 29,272 | $9.9M | 29,405 | -133-0.45% | Reduce |
 META PLATFORMS INCMETA |
| 1.93% | 2.24% | $32.2M | 57,201 | $32.9M | 57,445 | -244-0.42% | Reduce |
 TESLA INCTSLA |
| 1.86% | 1.88% | $31.1M | 73,922 | $27.7M | 74,382 | -460-0.62% | Reduce |
 ELI LILLY & COLLY |
| 1.51% | 1.32% | $25.2M | 20,988 | $19.4M | 21,083 | -95-0.45% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.59% | $24.5M | 42,191 | $8.6M | 42,382 | -191-0.45% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.45% | 1.58% | $24.2M | 48,321 | $23.3M | 48,539 | -218-0.45% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.39% | 1.43% | $23.3M | 71,170 | $21.1M | 71,614 | -444-0.62% | Reduce |
 INTEL CORPINTC |
| 0.97% | 0.35% | $16.1M | 115,602 | $5.1M | 115,006 | +596+0.52% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.96% | 1.05% | $16.0M | 63,046 | $15.5M | 63,331 | -285-0.45% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.91% | 1.29% | $15.1M | 110,683 | $18.9M | 111,372 | -689-0.62% | Reduce |
 VISA INCV |
| 0.91% | 0.91% | $15.1M | 44,101 | $13.4M | 44,376 | -275-0.62% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.9% | 0.49% | $15.0M | 20,783 | $7.2M | 21,108 | -325-1.54% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.85% | 0.49% | $14.3M | 32,894 | $7.2M | 33,650 | -756-2.25% | Reduce |
 CATERPILLAR INCCAT |
| 0.77% | 0.59% | $12.9M | 12,131 | $8.6M | 12,186 | -55-0.45% | Reduce |
 WALMART INCWMT |
| 0.77% | 0.97% | $12.9M | 113,982 | $14.2M | 114,497 | -515-0.45% | Reduce |
 CISCO SYS INCCSCO |
| 0.73% | 0.55% | $12.2M | 104,275 | $8.1M | 104,747 | -472-0.45% | Reduce |
 ABBVIE INCABBV |
| 0.7% | 0.69% | $11.7M | 46,413 | $10.1M | 46,622 | -209-0.45% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.65% | 0.79% | $10.9M | 11,628 | $11.6M | 11,681 | -53-0.45% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.65% | 0.73% | $10.8M | 21,076 | $10.7M | 21,411 | -335-1.56% | Reduce |
 KLA CORPKLAC |
| 0.62% | 0.35% | $10.4M | 34,472 | $5.2M | 3,502 | +30,970+884.35% | Add |
 GE AEROSPACEGE |
| 0.61% | 0.53% | $10.2M | 27,251 | $7.9M | 27,674 | -423-1.53% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.59% | 0.44% | $9.9M | 23,840 | $6.5M | 23,948 | -108-0.45% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.59% | 0.59% | $9.8M | 172,062 | $8.7M | 177,501 | -5,439-3.06% | Reduce |
 HOME DEPOT INCHD |
| 0.55% | 0.59% | $9.2M | 26,085 | $8.6M | 26,203 | -118-0.45% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.54% | 0.61% | $9.0M | 61,537 | $8.9M | 61,815 | -278-0.45% | Reduce |
 MERCK & CO INCMRK |
| 0.5% | 0.54% | $8.4M | 65,109 | $8.0M | 66,309 | -1,200-1.81% | Reduce |
 GE VERNOVA INCGEV |
| 0.5% | 0.43% | $8.3M | 7,073 | $6.3M | 7,195 | -122-1.70% | Reduce |
 COCA COLA COKO |
| 0.5% | 0.53% | $8.3M | 101,883 | $7.8M | 102,343 | -460-0.45% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.49% | 0.7% | $8.1M | 49,082 | $10.2M | 49,388 | -306-0.62% | Reduce |
 NETFLIX INCNFLX |
| 0.47% | 0.73% | $7.9M | 111,031 | $10.7M | 111,530 | -499-0.45% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.47% | 0.45% | $7.8M | 7,698 | $6.6M | 7,746 | -48-0.62% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.44% | 0.46% | $7.4M | 40,817 | $6.8M | 41,002 | -185-0.45% | Reduce |
 PALO ALTOPANW |
| 0.43% | 0.22% | $7.1M | 20,957 | $3.3M | 20,544 | +413+2.01% | Add |
 TEXAS INSTRS INCTXN |
| 0.42% | 0.32% | $7.1M | 23,810 | $4.6M | 23,918 | -108-0.45% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.4% | $6.9M | 24,375 | $5.9M | 24,486 | -111-0.45% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.4% | 0.45% | $6.7M | 81,136 | $6.6M | 82,868 | -1,732-2.09% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.4% | 0.57% | $6.7M | 57,226 | $8.4M | 57,485 | -259-0.45% | Reduce |
 RTX CORPORATIONRTX |
| 0.4% | 0.46% | $6.7M | 35,051 | $6.8M | 35,209 | -158-0.45% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.4% | 0.15% | $6.6M | 22,177 | $2.3M | 22,749 | -572-2.51% | Reduce |
 ORACLE CORPORCL |
| 0.39% | 0.44% | $6.5M | 44,101 | $6.5M | 44,375 | -274-0.62% | Reduce |
 LINDE PLCLIN |
| 0.38% | 0.42% | $6.4M | 12,303 | $6.1M | 12,358 | -55-0.45% | Reduce |
| CCITIGROUP INCC |
| 0.38% | 0.36% | $6.4M | 45,408 | $5.3M | 46,784 | -1,376-2.94% | Reduce |
 MORGAN STANLEYMS |
| 0.37% | 0.34% | $6.2M | 29,722 | $5.0M | 30,309 | -587-1.94% | Reduce |
