 NVIDIA CORPORATIONNVDA |
| 7.05% | 7.31% | $357.3M | 1.8M | $326.7M | 1.9M | -87,558-4.67% | Reduce |
 APPLE INCAAPL |
| 6.49% | 6.45% | $328.6M | 1.1M | $288.3M | 1.1M | -255-0.02% | Reduce |
 MICROSOFT CORPMSFT |
| 4.02% | 4.52% | $203.5M | 545,603 | $202.0M | 545,665 | -62-0.01% | Reduce |
 AMAZON COM INCAMZN |
| 3.53% | 3.46% | $178.7M | 749,782 | $154.8M | 743,471 | +6,311+0.85% | Add |
 ALPHABET INCGOOGL |
| 3.18% | 2.89% | $161.0M | 450,521 | $129.3M | 449,766 | +755+0.17% | Add |
 BROADCOM INCAVGO |
| 2.59% | 2.41% | $131.4M | 347,810 | $107.7M | 348,118 | -308-0.09% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.49% | 2.41% | $126.4M | 357,708 | $107.9M | 376,116 | -18,408-4.89% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.99% | 0.66% | $100.6M | 87,176 | $29.4M | 86,976 | +200+0.23% | Add |
 META PLATFORMS INCMETA |
| 1.89% | 2.15% | $95.7M | 169,921 | $96.3M | 168,331 | +1,590+0.94% | Add |
 TESLA INCTSLA |
| 1.81% | 1.82% | $91.8M | 218,333 | $81.2M | 218,508 | -175-0.08% | Reduce |
 ELI LILLY & COLLY |
| 1.47% | 1.28% | $74.4M | 62,007 | $57.1M | 62,109 | -102-0.16% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.44% | 0.57% | $73.2M | 125,986 | $25.6M | 125,875 | +111+0.09% | Add |
 JPMORGAN CHASE & COJPM |
| 1.34% | 1.38% | $67.8M | 206,989 | $61.9M | 210,420 | -3,431-1.63% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.05% | 1.14% | $53.4M | 106,642 | $50.9M | 106,304 | +338+0.32% | Add |
 INTEL CORPINTC |
| 0.95% | 0.35% | $48.0M | 343,686 | $15.4M | 349,618 | -5,932-1.70% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.93% | 1.02% | $47.3M | 186,053 | $45.5M | 186,152 | -99-0.05% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.88% | 0.47% | $44.6M | 61,689 | $20.9M | 61,293 | +396+0.65% | Add |
 VISA INCV |
| 0.88% | 0.88% | $44.4M | 129,314 | $39.4M | 130,298 | -984-0.76% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.87% | 1.24% | $43.8M | 320,681 | $55.3M | 326,021 | -5,340-1.64% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.83% | 0.46% | $42.2M | 97,276 | $20.7M | 97,088 | +188+0.19% | Add |
 CATERPILLAR INCCAT |
| 0.76% | 0.57% | $38.6M | 36,242 | $25.6M | 36,186 | +56+0.15% | Add |
 WALMART INCWMT |
| 0.76% | 0.94% | $38.4M | 339,374 | $42.1M | 338,953 | +421+0.12% | Add |
 CISCO SYS INCCSCO |
| 0.71% | 0.53% | $35.9M | 305,997 | $23.7M | 305,334 | +663+0.22% | Add |
 ABBVIE INCABBV |
| 0.68% | 0.66% | $34.5M | 137,221 | $29.7M | 136,605 | +616+0.45% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.65% | 0.73% | $33.1M | 64,362 | $32.7M | 65,441 | -1,079-1.65% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.64% | 0.77% | $32.2M | 34,412 | $34.2M | 34,323 | +89+0.26% | Add |
 KLA CORPKLAC |
| 0.61% | 0.33% | $31.0M | 102,650 | $15.0M | 10,161 | +92,489+910.24% | Add |
 GE AEROSPACEGE |
| 0.6% | 0.52% | $30.6M | 81,838 | $23.1M | 81,566 | +272+0.33% | Add |
| BBANK OF AMER CORPBAC |
| 0.59% | 0.58% | $29.7M | 520,982 | $25.8M | 529,624 | -8,642-1.63% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.58% | 0.42% | $29.3M | 70,448 | $18.9M | 69,959 | +489+0.70% | Add |
 HOME DEPOT INCHD |
| 0.54% | 0.57% | $27.6M | 78,117 | $25.3M | 76,885 | +1,232+1.60% | Add |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.58% | $26.6M | 181,505 | $26.1M | 180,676 | +829+0.46% | Add |
 MERCK & CO INCMRK |
| 0.49% | 0.52% | $24.8M | 193,075 | $23.1M | 191,707 | +1,368+0.71% | Add |
 COCA COLA COKO |
| 0.48% | 0.54% | $24.3M | 299,206 | $24.0M | 316,108 | -16,902-5.35% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.68% | $24.1M | 145,456 | $30.6M | 147,827 | -2,371-1.60% | Reduce |
 NETFLIX INCNFLX |
| 0.46% | 0.7% | $23.5M | 328,817 | $31.5M | 327,463 | +1,354+0.41% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.46% | 0.44% | $23.1M | 22,815 | $19.6M | 23,203 | -388-1.67% | Reduce |
 ROYAL BK CDA COMRY |
| 0.43% | 0.39% | $22.0M | 106,193 | $17.4M | 107,949 | -1,756-1.63% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.42% | 0.31% | $21.2M | 70,958 | $13.6M | 70,269 | +689+0.98% | Add |
 PALO ALTOPANW |
| 0.41% | 0.22% | $20.9M | 61,381 | $10.0M | 62,464 | -1,083-1.73% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.39% | $20.6M | 73,345 | $17.5M | 72,294 | +1,051+1.45% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.4% | 0.15% | $20.0M | 67,215 | $6.5M | 65,721 | +1,494+2.27% | Add |
 RTX CORPORATIONRTX |
| 0.39% | 0.45% | $20.0M | 105,377 | $20.0M | 103,552 | +1,825+1.76% | Add |
 WELLS FARGO CO NEWWFC |
| 0.39% | 0.43% | $19.7M | 238,714 | $19.3M | 242,630 | -3,916-1.61% | Reduce |
 ORACLE CORPORCL |
| 0.39% | 0.44% | $19.7M | 134,290 | $19.6M | 133,274 | +1,016+0.76% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.39% | 0.58% | $19.6M | 167,666 | $25.8M | 176,619 | -8,953-5.07% | Reduce |
| CCITIGROUP INCC |
| 0.38% | 0.35% | $19.0M | 136,054 | $15.7M | 138,247 | -2,193-1.59% | Reduce |
 LINDE PLCLIN |
| 0.37% | 0.4% | $19.0M | 36,613 | $17.9M | 36,118 | +495+1.37% | Add |
 MORGAN STANLEYMS |
| 0.37% | 0.34% | $18.9M | 90,308 | $15.1M | 91,764 | -1,456-1.59% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.34% | 0.16% | $17.3M | 27,105 | $7.2M | 26,436 | +669+2.53% | Add |
