 NVIDIA CORPORATIONNVDA |
| 7% | 7.28% | $1.06B | 5.3M | $873.0M | 5.0M | +277,886+5.55% | Add |
 APPLE INCAAPL |
| 6.43% | 6.4% | $971.3M | 3.4M | $767.1M | 3.0M | +334,338+11.06% | Add |
 MICROSOFT CORPMSFT |
| 3.99% | 4.48% | $603.0M | 1.6M | $537.7M | 1.5M | +163,904+11.28% | Add |
 AMAZON COM INCAMZN |
| 3.44% | 3.33% | $519.1M | 2.2M | $399.1M | 1.9M | +261,758+13.66% | Add |
 ALPHABET INCGOOGL |
| 3.09% | 2.82% | $466.8M | 1.3M | $337.8M | 1.2M | +131,408+11.19% | Add |
 BROADCOM INCAVGO |
| 2.57% | 2.4% | $388.5M | 1.0M | $287.3M | 928,103 | +100,381+10.82% | Add |
| AAlphabet Inc Class CGOOG |
| 2.52% | 2.44% | $380.6M | 1.1M | $292.9M | 1.0M | +55,939+5.48% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.97% | 0.66% | $297.9M | 258,078 | $78.6M | 232,573 | +25,505+10.97% | Add |
 META PLATFORMS INCMETA |
| 1.84% | 2.1% | $278.8M | 494,964 | $252.1M | 440,590 | +54,374+12.34% | Add |
 TESLA INCTSLA |
| 1.79% | 1.81% | $271.0M | 644,354 | $216.8M | 583,146 | +61,208+10.50% | Add |
 ELI LILLY & COLLY |
| 1.46% | 1.26% | $220.0M | 183,394 | $151.5M | 164,685 | +18,709+11.36% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | — | $216.8M | 373,215 | $0 | 0 | +373,215 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.31% | 1.34% | $197.3M | 602,652 | $160.3M | 544,830 | +57,822+10.61% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1% | 1.06% | $151.2M | 302,137 | $127.2M | 265,397 | +36,740+13.84% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.94% | 1.03% | $142.2M | 559,954 | $123.6M | 505,534 | +54,420+10.76% | Add |
 INTEL CORPINTC |
| 0.93% | 0.34% | $140.2M | 1.0M | $40.8M | 923,532 | +80,848+8.75% | Add |
 VISA INCV |
| 0.88% | 0.87% | $132.7M | 386,751 | $104.1M | 344,496 | +42,255+12.27% | Add |
 APPLIED MATLS INCAMAT |
| 0.87% | 0.47% | $131.9M | 182,448 | $56.8M | 166,069 | +16,379+9.86% | Add |
 EXXON MOBIL CORPXOM |
| 0.85% | 1.18% | $128.0M | 936,104 | $141.2M | 832,489 | +103,615+12.45% | Add |
 LAM RESEARCH CORPLRCX |
| 0.82% | 0.47% | $124.5M | 287,229 | $56.1M | 262,773 | +24,456+9.31% | Add |
 CATERPILLAR INCCAT |
| 0.74% | 0.56% | $111.9M | 105,075 | $67.4M | 95,156 | +9,919+10.42% | Add |
 WALMART INCWMT |
| 0.72% | 0.88% | $109.1M | 963,590 | $106.1M | 853,399 | +110,191+12.91% | Add |
 CISCO SYS INCCSCO |
| 0.71% | 0.53% | $107.1M | 911,922 | $63.2M | 814,100 | +97,822+12.02% | Add |
 ABBVIE INCABBV |
| 0.68% | 0.66% | $102.1M | 405,580 | $78.6M | 361,420 | +44,160+12.22% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.63% | 0.7% | $95.9M | 186,658 | $84.3M | 168,678 | +17,980+10.66% | Add |
| IISHARES MSCI INDIA ETFINDA |
| 0.63% | 0.76% | $94.5M | 1.9M | $90.9M | 1.9M | -27,000-1.39% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.71% | $91.4M | 97,758 | $85.7M | 85,971 | +11,787+13.71% | Add |
 KLA CORPKLAC |
| 0.6% | 0.34% | $91.1M | 301,890 | $40.8M | 27,735 | +274,155+988.48% | Add |
 GE AEROSPACEGE |
| 0.6% | 0.52% | $90.0M | 240,839 | $62.5M | 220,178 | +20,661+9.38% | Add |
| BBANK OF AMER CORPBAC |
| 0.58% | 0.57% | $87.6M | 1.5M | $68.3M | 1.4M | +137,180+9.80% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.57% | 0.42% | $86.3M | 207,547 | $49.9M | 184,497 | +23,050+12.49% | Add |
 HOME DEPOT INCHD |
| 0.53% | 0.55% | $79.4M | 225,019 | $66.5M | 202,320 | +22,699+11.22% | Add |
 PROCTER & GAMBLE COPG |
| 0.52% | 0.58% | $78.6M | 536,032 | $69.0M | 477,899 | +58,133+12.16% | Add |
 MERCK & CO INCMRK |
| 0.49% | 0.52% | $73.4M | 571,235 | $62.9M | 522,579 | +48,656+9.31% | Add |
 COCA COLA COKO |
| 0.48% | 0.53% | $72.7M | 894,276 | $63.8M | 839,478 | +54,798+6.53% | Add |
 GE VERNOVA INCGEV |
| 0.47% | 0.4% | $71.2M | 60,636 | $47.9M | 54,931 | +5,705+10.39% | Add |
 CHEVRON CORPORATIONCVX |
| 0.45% | 0.64% | $68.7M | 414,469 | $77.1M | 372,824 | +41,645+11.17% | Add |
 NETFLIX INCNFLX |
| 0.45% | 0.69% | $68.5M | 958,710 | $83.0M | 863,717 | +94,993+11.00% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.45% | 0.43% | $68.2M | 67,415 | $52.1M | 61,546 | +5,869+9.54% | Add |
 WELLTOWER INC COMWELL |
| 0.42% | 0.42% | $63.6M | 280,137 | $49.9M | 252,190 | +27,947+11.08% | Add |
 PALO ALTOPANW |
| 0.42% | 0.22% | $63.5M | 186,273 | $26.5M | 165,229 | +21,044+12.74% | Add |
 TEXAS INSTRS INCTXN |
| 0.41% | 0.31% | $62.1M | 208,508 | $36.8M | 189,352 | +19,156+10.12% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.38% | $60.5M | 215,047 | $45.5M | 187,758 | +27,289+14.53% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.39% | 0.15% | $59.0M | 198,070 | $18.5M | 186,433 | +11,637+6.24% | Add |
 ORACLE CORPORCL |
| 0.38% | 0.43% | $58.1M | 396,701 | $52.1M | 353,822 | +42,879+12.12% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.38% | 0.57% | $57.0M | 488,245 | $68.1M | 465,284 | +22,961+4.93% | Add |
 MORGAN STANLEYMS |
| 0.38% | 0.34% | $56.8M | 271,816 | $40.3M | 244,811 | +27,005+11.03% | Add |
 WELLS FARGO CO NEWWFC |
| 0.37% | 0.41% | $56.7M | 685,541 | $49.3M | 619,063 | +66,478+10.74% | Add |
 LINDE PLCLIN |
| 0.36% | 0.39% | $54.3M | 104,579 | $47.0M | 94,884 | +9,695+10.22% | Add |
| CCITIGROUP INCC |
| 0.36% | 0.34% | $54.0M | 385,482 | $41.2M | 363,013 | +22,469+6.19% | Add |
