 NVIDIA CORPORATIONNVDA |
| 5.03% | 4.97% | $696.5M | 3.5M | $584.1M | 3.3M | +131,487+3.93% | Add |
 PALO ALTOPANW |
| 2.21% | 1.71% | $305.8M | 896,838 | $201.3M | 1.3M | -358,896-28.58% | Reduce |
 ALPHABET INCGOOGL |
| 2.18% | 2.16% | $301.8M | 844,533 | $253.8M | 882,525 | -37,992-4.30% | Reduce |
 MICROSOFT CORPMSFT |
| 2.11% | 2.58% | $292.7M | 784,604 | $302.7M | 817,660 | -33,056-4.04% | Reduce |
 AMAZON COM INCAMZN |
| 2.03% | 2.09% | $280.6M | 1.2M | $245.5M | 1.2M | -1,300-0.11% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.01% | 1.44% | $279.0M | 365,598 | $168.9M | 432,516 | -66,918-15.47% | Reduce |
 APPLE INCAAPL |
| 1.98% | 2.02% | $273.9M | 946,522 | $237.3M | 934,921 | +11,601+1.24% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.65% | 0.72% | $229.3M | 198,635 | $84.0M | 248,734 | -50,099-20.14% | Reduce |
 CISCO SYS INCCSCO |
| 1.61% | 1.64% | $222.5M | 1.9M | $192.1M | 2.5M | -582,219-23.51% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.58% | 1.35% | $218.3M | 457,045 | $158.5M | 469,049 | -12,004-2.56% | Reduce |
 TESLA INCTSLA |
| 1.51% | 1.57% | $209.2M | 497,269 | $184.0M | 494,916 | +2,353+0.48% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.48% | 1.95% | $204.9M | 1.8M | $228.8M | 1.6M | +191,960+12.27% | Add |
 BROADCOM INCAVGO |
| 1.47% | 1.45% | $203.9M | 539,774 | $170.7M | 551,408 | -11,634-2.11% | Reduce |
 META PLATFORMS INCMETA |
| 1.37% | 1.63% | $189.6M | 336,581 | $191.4M | 334,492 | +2,089+0.62% | Add |
 FORTINET INCFTNT |
| 1.34% | 0.91% | $186.1M | 1.2M | $106.7M | 1.3M | -93,972-7.20% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.11% | 0.74% | $153.2M | 263,722 | $87.0M | 427,826 | -164,104-38.36% | Reduce |
 VISA INCV |
| 1.07% | 1.1% | $148.5M | 432,713 | $129.2M | 427,554 | +5,159+1.21% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.06% | 1.21% | $147.3M | 415,910 | $142.7M | 415,762 | +148+0.04% | Add |
 RTX CORPORATIONRTX |
| 1.02% | 1.34% | $141.3M | 744,578 | $157.3M | 815,648 | -71,070-8.71% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.91% | 1.38% | $126.3M | 247,845 | $161.6M | 267,442 | -19,597-7.33% | Reduce |
 INTEL CORPINTC |
| 0.84% | 0.51% | $116.9M | 837,318 | $60.2M | 1.4M | -527,649-38.66% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.84% | 0.92% | $116.0M | 231,765 | $107.6M | 224,481 | +7,284+3.24% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.83% | 1.35% | $114.8M | 225,431 | $158.1M | 231,732 | -6,301-2.72% | Reduce |
 KLA CORPKLAC |
| 0.8% | 0.47% | $110.2M | 365,170 | $55.3M | 37,554 | +327,616+872.39% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.76% | 0.89% | $105.2M | 204,857 | $104.0M | 208,176 | -3,319-1.59% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 0.75% | 0.53% | $103.5M | 1.0M | $62.6M | 975,542 | +42,590+4.37% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.74% | 1.08% | $102.3M | 351,927 | $126.5M | 366,608 | -14,681-4.00% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.57% | $95.4M | 270,107 | $66.9M | 233,148 | +36,959+15.85% | Add |
 ELI LILLY & COLLY |
| 0.61% | 0.53% | $84.1M | 70,087 | $62.1M | 67,569 | +2,518+3.73% | Add |
 LAM RESEARCH CORPLRCX |
| 0.54% | 0.28% | $74.8M | 172,662 | $32.6M | 152,477 | +20,185+13.24% | Add |
 GE AEROSPACEGE |
| 0.5% | 0.44% | $69.3M | 185,558 | $52.1M | 183,496 | +2,062+1.12% | Add |
| CCIPHER DIGITAL INCCIFR |
| 0.5% | 0.26% | $69.1M | 2.8M | $30.4M | 2.4M | +460,606+19.51% | Add |
| SSANDISK CORP COMSNDK |
| 0.49% | 0.04% | $68.5M | 30,146 | $5.1M | 7,976 | +22,170+277.96% | Add |
 ORACLE CORPORCL |
| 0.49% | 0.61% | $68.3M | 466,383 | $72.1M | 490,146 | -23,763-4.85% | Reduce |
 NETFLIX INCNFLX |
| 0.49% | 0.62% | $68.3M | 956,979 | $73.1M | 760,068 | +196,911+25.91% | Add |
| KKKR & CO INC COMKKR |
| 0.48% | 0.57% | $65.9M | 718,061 | $67.5M | 730,169 | -12,108-1.66% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.46% | 0.36% | $64.4M | 154,986 | $41.7M | 154,186 | +800+0.52% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.46% | 0.44% | $64.0M | 693,955 | $51.7M | 549,823 | +144,132+26.21% | Add |
| EETF SER SOLUTIONSVUSE |
| 0.44% | 0.44% | $61.6M | 852,245 | $51.7M | 822,911 | +29,334+3.56% | Add |
 APPLIED MATLS INCAMAT |
| 0.44% | 0.2% | $60.6M | 83,854 | $23.2M | 67,963 | +15,891+23.38% | Add |
 TJX COS INC NEWTJX |
| 0.43% | 0.51% | $59.1M | 389,772 | $59.8M | 374,295 | +15,477+4.13% | Add |
 CAMECO CORPCCJ |
| 0.41% | 0.48% | $56.1M | 550,995 | $56.5M | 520,032 | +30,963+5.95% | Add |
 UNITED RENTALS INCURI |
| 0.4% | 0.31% | $55.9M | 49,364 | $36.1M | 49,546 | -182-0.37% | Reduce |
 WALMART INCWMT |
| 0.4% | 0.5% | $55.7M | 492,040 | $58.3M | 468,806 | +23,234+4.96% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.39% | 0.38% | $54.1M | 917,662 | $44.8M | 751,966 | +165,696+22.04% | Add |
 CATERPILLAR INCCAT |
| 0.39% | 0.3% | $53.8M | 50,496 | $35.8M | 50,510 | -14-0.03% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.38% | 0.41% | $53.2M | 934,027 | $47.9M | 982,302 | -48,275-4.91% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.38% | 0.37% | $53.0M | 208,589 | $43.5M | 177,838 | +30,751+17.29% | Add |
 CURTISS WRIGHT CORPCW |
| 0.38% | 0.42% | $52.9M | 69,806 | $49.3M | 72,319 | -2,513-3.47% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.37% | 0.23% | $51.2M | 171,791 | $27.6M | 278,187 | -106,396-38.25% | Reduce |
