 ON SEMICONDUCTOR CORP COMON |
| 5.06% | 3.81% | $15.9M | 168,105 | $10.6M | 171,107 | -3,002-1.75% | Reduce |
 CATERPILLAR INCCAT |
| 4.47% | 3.41% | $14.1M | 13,197 | $9.5M | 13,397 | -200-1.49% | Reduce |
 AMAZON COM INCAMZN |
| 3.41% | 3.4% | $10.7M | 44,940 | $9.5M | 45,456 | -516-1.14% | Reduce |
 QUANTA SVCS INCPWR |
| 3.26% | 2.94% | $10.2M | 14,232 | $8.2M | 14,895 | -663-4.45% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 3.21% | 1.29% | $10.1M | 33,888 | $3.6M | 36,200 | -2,312-6.39% | Reduce |
| IISHARES TRSGOV |
| 2.99% | 2.47% | $9.4M | 93,255 | $6.9M | 68,181 | +25,074+36.78% | Add |
| SSPDR SERIES TRUSTBIL |
| 2.86% | 2.76% | $9.0M | 98,147 | $7.7M | 83,931 | +14,216+16.94% | Add |
 JPMORGAN CHASE & COJPM |
| 2.38% | 2.43% | $7.5M | 22,793 | $6.8M | 23,019 | -226-0.98% | Reduce |
 ALPHABET INCGOOGL |
| 2.17% | 1.97% | $6.8M | 19,081 | $5.5M | 19,086 | -5-0.03% | Reduce |
 FEDEX CORPFDX |
| 1.93% | 2.5% | $6.1M | 19,398 | $7.0M | 19,570 | -172-0.88% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.92% | 1.54% | $6.0M | 12,618 | $4.3M | 12,719 | -101-0.79% | Reduce |
 TESLA INCTSLA |
| 1.82% | 1.81% | $5.7M | 13,562 | $5.0M | 13,516 | +46+0.34% | Add |
 AMGEN INC COMAMGN |
| 1.53% | 1.68% | $4.8M | 13,245 | $4.7M | 13,321 | -76-0.57% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.52% | 0.93% | $4.8M | 6,258 | $2.6M | 6,662 | -404-6.06% | Reduce |
 RTX CORPORATIONRTX |
| 1.52% | 1.75% | $4.8M | 25,157 | $4.9M | 25,230 | -73-0.29% | Reduce |
 APPLE INCAAPL |
| 1.48% | 1.46% | $4.7M | 16,088 | $4.1M | 16,026 | +62+0.39% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.45% | 1.73% | $4.6M | 9,915 | $4.8M | 9,955 | -40-0.40% | Reduce |
| GGRUPO AEROPORTUNARIO DEL PACPAC |
| 1.44% | 1.55% | $4.5M | 17,827 | $4.3M | 17,463 | +364+2.08% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.39% | 1.62% | $4.4M | 47,451 | $4.5M | 47,976 | -525-1.09% | Reduce |
 META PLATFORMS INCMETA |
| 1.19% | 1.42% | $3.7M | 6,649 | $3.9M | 6,892 | -243-3.53% | Reduce |
 MERCK & CO INCMRK |
| 1.16% | 1.24% | $3.6M | 28,235 | $3.5M | 28,691 | -456-1.59% | Reduce |
| FFIGS INCFIGS |
| 1.11% | 1.82% | $3.5M | 341,365 | $5.1M | 343,010 | -1,645-0.48% | Reduce |
 DATADOG INCDDOG |
| 1.08% | 0.59% | $3.4M | 13,081 | $1.6M | 13,808 | -727-5.27% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.08% | 1.12% | $3.4M | 16,947 | $3.1M | 17,802 | -855-4.80% | Reduce |
 VISA INCV |
| 1.04% | 1.07% | $3.3M | 9,525 | $3.0M | 9,815 | -290-2.95% | Reduce |
 BROADCOM INCAVGO |
| 1.04% | 1.04% | $3.3M | 8,625 | $2.9M | 9,366 | -741-7.91% | Reduce |
 ASML HLDG NVASML |
| 0.95% | 0.72% | $3.0M | 1,507 | $2.0M | 1,507 | 00.00% | Unchanged |
 FREEPORT MCMORAN INCFCX |
| 0.95% | 1.04% | $3.0M | 47,518 | $2.9M | 49,440 | -1,922-3.89% | Reduce |
 AVALONBAY CMNTYS INC REITAVB |
| 0.93% | 0.92% | $2.9M | 15,424 | $2.5M | 15,592 | -168-1.08% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.9% | 0.66% | $2.8M | 16,679 | $1.8M | 14,870 | +1,809+12.17% | Add |
 CLOUDFLARE INCNET |
| 0.83% | 0.8% | $2.6M | 10,589 | $2.2M | 10,794 | -205-1.90% | Reduce |
 CISCO SYS INCCSCO |
| 0.8% | 0.59% | $2.5M | 21,292 | $1.6M | 21,163 | +129+0.61% | Add |
 GRUPO AEROPORTUARIO DEL CENTOMAB |
| 0.79% | 0.78% | $2.5M | 22,063 | $2.2M | 18,973 | +3,090+16.29% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.77% | 0.91% | $2.4M | 2,587 | $2.5M | 2,543 | +44+1.73% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.73% | 0.95% | $2.3M | 7,943 | $2.6M | 7,630 | +313+4.10% | Add |
 DEERE & CODE |
| 0.73% | 0.75% | $2.3M | 3,618 | $2.1M | 3,714 | -96-2.58% | Reduce |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.71% | 0.49% | $2.2M | 132,031 | $1.4M | 105,951 | +26,080+24.62% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.71% | 0.7% | $2.2M | 10,308 | $2.0M | 10,029 | +279+2.78% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.71% | 0.73% | $2.2M | 5,589 | $2.0M | 4,392 | +1,197+27.25% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.68% | 0.27% | $2.1M | 3,670 | $759,404 | 3,733 | -63-1.69% | Reduce |
 MICROSOFT CORPMSFT |
| 0.62% | 0.65% | $1.9M | 5,203 | $1.8M | 4,890 | +313+6.40% | Add |
 VAIL RESORTS INCMTN |
| 0.61% | 0.7% | $1.9M | 13,964 | $1.9M | 15,193 | -1,229-8.09% | Reduce |
 NETFLIX INCNFLX |
| 0.6% | 0.69% | $1.9M | 26,323 | $1.9M | 20,104 | +6,219+30.93% | Add |
 CORPORACION AMER ARPTS S ACAAP |
| 0.58% | 0.69% | $1.8M | 71,738 | $1.9M | 75,707 | -3,969-5.24% | Reduce |
 ELI LILLY & COLLY |
| 0.58% | 0.52% | $1.8M | 1,506 | $1.4M | 1,567 | -61-3.89% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.57% | 0.64% | $1.8M | 1,055 | $1.8M | 1,037 | +18+1.74% | Add |
 HYATT HOTELS CORPH |
| 0.56% | 0.47% | $1.8M | 9,123 | $1.3M | 9,144 | -21-0.23% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.56% | 0.58% | $1.8M | 12,339 | $1.6M | 12,765 | -426-3.34% | Reduce |
 SHOPIFY INCSHOP |
| 0.56% | 0.68% | $1.8M | 15,354 | $1.9M | 16,031 | -677-4.22% | Reduce |
 ORACLE CORPORCL |
| 0.55% | 0.62% | $1.7M | 11,697 | $1.7M | 11,818 | -121-1.02% | Reduce |
