 NVIDIA CORPORATIONNVDA |
| 5.25% | 5.37% | $700.1M | 3.5M | $628.5M | 3.6M | -104,900-2.91% | Reduce |
 APPLE INCAAPL |
| 4.71% | 4.81% | $627.5M | 2.2M | $563.0M | 2.2M | -49,702-2.24% | Reduce |
 MICROSOFT CORPMSFT |
| 3.12% | 3.61% | $415.7M | 1.1M | $422.8M | 1.1M | -27,558-2.41% | Reduce |
 AMAZON COM INCAMZN |
| 2.6% | 2.63% | $346.8M | 1.5M | $307.6M | 1.5M | -21,897-1.48% | Reduce |
 ALPHABET INCGOOGL |
| 2.35% | 2.19% | $312.7M | 874,976 | $257.1M | 894,119 | -19,143-2.14% | Reduce |
 BROADCOM INCAVGO |
| 1.98% | 1.88% | $263.6M | 697,806 | $220.1M | 711,148 | -13,342-1.88% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.89% | 1.79% | $251.6M | 712,129 | $209.3M | 729,738 | -17,609-2.41% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.46% | 0.5% | $195.2M | 169,076 | $58.1M | 171,911 | -2,835-1.65% | Reduce |
 META PLATFORMS INCMETA |
| 1.39% | 1.64% | $185.7M | 329,700 | $192.4M | 336,206 | -6,506-1.94% | Reduce |
 TESLA INCTSLA |
| 1.38% | 1.38% | $184.3M | 438,248 | $161.5M | 434,513 | +3,735+0.86% | Add |
 ELI LILLY & COLLY |
| 1.08% | 0.97% | $143.6M | 119,752 | $113.5M | 123,393 | -3,641-2.95% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.06% | 0.43% | $141.7M | 243,987 | $50.4M | 247,826 | -3,839-1.55% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.05% | 1.16% | $139.8M | 279,462 | $136.2M | 284,122 | -4,660-1.64% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.98% | 1.05% | $131.3M | 401,188 | $122.9M | 417,703 | -16,515-3.95% | Reduce |
 INTEL CORPINTC |
| 0.69% | 0.26% | $91.8M | 657,782 | $30.0M | 679,680 | -21,898-3.22% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.77% | $91.8M | 361,537 | $90.6M | 370,807 | -9,270-2.50% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.64% | 0.36% | $86.0M | 118,911 | $41.7M | 122,050 | -3,139-2.57% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.64% | 0.94% | $85.5M | 625,020 | $110.4M | 650,631 | -25,611-3.94% | Reduce |
 VISA INCV |
| 0.64% | 0.67% | $85.0M | 247,782 | $78.4M | 259,362 | -11,580-4.46% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.61% | 0.35% | $81.2M | 187,478 | $41.3M | 193,122 | -5,644-2.92% | Reduce |
 WALMART INCWMT |
| 0.56% | 0.71% | $74.6M | 658,374 | $83.3M | 670,389 | -12,015-1.79% | Reduce |
 CATERPILLAR INCCAT |
| 0.55% | 0.43% | $72.7M | 68,246 | $50.5M | 71,278 | -3,032-4.25% | Reduce |
 CISCO SYS INCCSCO |
| 0.52% | 0.41% | $69.6M | 592,709 | $47.5M | 612,500 | -19,791-3.23% | Reduce |
 ABBVIE INCABBV |
| 0.5% | 0.51% | $66.7M | 265,220 | $59.3M | 272,768 | -7,548-2.77% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.47% | 0.53% | $62.3M | 121,264 | $61.8M | 123,770 | -2,506-2.02% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.47% | 0.58% | $62.2M | 66,541 | $68.0M | 68,264 | -1,723-2.52% | Reduce |
 KLA CORPKLAC |
| 0.44% | 0.25% | $59.2M | 196,376 | $29.8M | 20,258 | +176,118+869.38% | Add |
 GE AEROSPACEGE |
| 0.43% | 0.39% | $57.9M | 155,030 | $45.4M | 160,155 | -5,125-3.20% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.42% | 0.42% | $56.6M | 992,640 | $49.2M | 1.0M | -16,715-1.66% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.42% | 0.32% | $56.3M | 135,500 | $37.9M | 140,111 | -4,611-3.29% | Reduce |
 HOME DEPOT INCHD |
| 0.4% | 0.43% | $52.8M | 149,766 | $50.5M | 153,448 | -3,682-2.40% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.45% | $51.3M | 349,941 | $52.3M | 361,967 | -12,026-3.32% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.37% | 0.33% | $49.7M | 21,845 | $38.9M | 61,220 | -39,375-64.32% | Reduce |
 MERCK & CO INCMRK |
| 0.36% | 0.39% | $47.7M | 370,904 | $46.0M | 382,636 | -11,732-3.07% | Reduce |
 COCA COLA COKO |
| 0.36% | 0.39% | $47.5M | 584,238 | $45.5M | 598,237 | -13,999-2.34% | Reduce |
 GE VERNOVA INCGEV |
| 0.36% | 0.31% | $47.3M | 40,291 | $36.2M | 41,528 | -1,237-2.98% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.35% | 0.51% | $46.1M | 278,136 | $59.7M | 288,421 | -10,285-3.57% | Reduce |
 NETFLIX INCNFLX |
| 0.34% | 0.54% | $45.0M | 629,624 | $62.8M | 652,799 | -23,175-3.55% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.33% | 0.33% | $43.9M | 43,386 | $38.3M | 45,305 | -1,919-4.24% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.32% | 0.34% | $42.2M | 233,511 | $39.7M | 239,948 | -6,437-2.68% | Reduce |
 PALO ALTOPANW |
| 0.31% | 0.17% | $41.2M | 120,848 | $19.7M | 123,122 | -2,274-1.85% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.31% | 0.23% | $40.7M | 136,582 | $27.2M | 140,303 | -3,721-2.65% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.3% | 0.3% | $39.6M | 140,889 | $34.7M | 143,345 | -2,456-1.71% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.29% | 0.11% | $39.0M | 131,069 | $12.9M | 130,247 | +822+0.63% | Add |
 ROYAL BK CDA COMRY |
| 0.29% | 0.25% | $38.8M | 187,613 | $29.6M | 183,985 | +3,628+1.97% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.29% | 0.42% | $38.8M | 332,801 | $49.3M | 336,826 | -4,025-1.19% | Reduce |
 RTX CORPORATIONRTX |
| 0.29% | 0.34% | $38.4M | 202,133 | $39.8M | 206,118 | -3,985-1.93% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.29% | 0.32% | $38.0M | 460,060 | $37.9M | 476,282 | -16,222-3.41% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.28% | 0.34% | $38.0M | 202,983 | $39.3M | 202,676 | +307+0.15% | Add |
 ORACLE CORPORCL |
| 0.28% | 0.33% | $37.6M | 256,816 | $38.1M | 259,145 | -2,329-0.90% | Reduce |
