 NVIDIA CORPORATIONNVDA |
| 6.34% | 6.32% | $733.3M | 3.7M | $680.4M | 3.9M | -236,668-6.07% | Reduce |
 APPLE INCAAPL |
| 6.15% | 4.99% | $711.7M | 2.5M | $537.9M | 2.1M | +340,158+16.05% | Add |
 ALPHABET INCGOOGL |
| 5.63% | 5.3% | $651.4M | 1.8M | $571.3M | 2.0M | -164,053-8.26% | Reduce |
 AMAZON COM INCAMZN |
| 4.67% | 5.09% | $540.8M | 2.3M | $548.6M | 2.6M | -364,982-13.86% | Reduce |
 MICROSOFT CORPMSFT |
| 4.19% | 5.75% | $485.1M | 1.3M | $619.5M | 1.7M | -373,131-22.30% | Reduce |
 BROADCOM INCAVGO |
| 2.85% | 1.97% | $329.3M | 871,867 | $212.3M | 685,915 | +185,952+27.11% | Add |
 COCA COLA COKO |
| 2.36% | 2.87% | $272.7M | 3.4M | $309.3M | 4.1M | -711,441-17.49% | Reduce |
 PALO ALTOPANW |
| 2.3% | 1.42% | $266.1M | 780,246 | $152.5M | 951,378 | -171,132-17.99% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.13% | 2.59% | $247.0M | 754,633 | $279.1M | 948,734 | -194,101-20.46% | Reduce |
 META PLATFORMS INCMETA |
| 2.12% | 2.87% | $244.9M | 434,801 | $309.7M | 541,239 | -106,438-19.67% | Reduce |
 VISA INCV |
| 2.08% | 2.42% | $241.1M | 702,654 | $260.7M | 862,606 | -159,952-18.54% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.97% | 2.65% | $227.8M | 454,402 | $285.7M | 581,290 | -126,888-21.83% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.92% | 1.56% | $221.8M | 464,509 | $167.7M | 496,202 | -31,693-6.39% | Reduce |
 ABBVIE INCABBV |
| 1.89% | 1.92% | $218.3M | 867,621 | $206.7M | 950,385 | -82,764-8.71% | Reduce |
 GE AEROSPACEGE |
| 1.84% | 1.1% | $212.9M | 569,610 | $118.5M | 417,506 | +152,104+36.43% | Add |
| CCITIGROUP INCC |
| 1.52% | 1.65% | $176.2M | 1.3M | $178.2M | 1.6M | -312,621-19.89% | Reduce |
 MCDONALDS CORPMCD |
| 1.47% | 2.19% | $170.7M | 631,407 | $235.4M | 757,480 | -126,073-16.64% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.42% | 0.57% | $164.9M | 283,925 | $61.2M | 301,022 | -17,097-5.68% | Reduce |
 ELI LILLY & COLLY |
| 1.33% | 1.05% | $153.8M | 128,222 | $112.7M | 122,570 | +5,652+4.61% | Add |
 S&P GLOBAL INCSPGI |
| 1.15% | 1.6% | $132.8M | 325,996 | $172.9M | 406,514 | -80,518-19.81% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.03% | 1.74% | $119.0M | 1.3M | $187.3M | 1.8M | -512,513-28.09% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.99% | 2.12% | $114.9M | 231,381 | $228.2M | 511,036 | -279,655-54.72% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.99% | 0.5% | $114.7M | 99,397 | $54.1M | 160,227 | -60,830-37.96% | Reduce |
 TESLA INCTSLA |
| 0.89% | 0.71% | $103.5M | 246,012 | $76.9M | 206,830 | +39,182+18.94% | Add |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.81% | $102.2M | 289,377 | $87.8M | 306,063 | -16,686-5.45% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.88% | 0.41% | $101.8M | 140,817 | $43.9M | 128,449 | +12,368+9.63% | Add |
 AMPHENOL CORPAPH |
| 0.84% | 0.71% | $97.3M | 551,664 | $76.2M | 603,388 | -51,724-8.57% | Reduce |
 CISCO SYS INCCSCO |
| 0.82% | 0.68% | $95.0M | 809,027 | $73.8M | 950,686 | -141,659-14.90% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.76% | 0.28% | $88.5M | 204,254 | $30.6M | 143,315 | +60,939+42.52% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.74% | 0.78% | $85.7M | 166,934 | $83.5M | 167,139 | -205-0.12% | Reduce |
 HOME DEPOT INCHD |
| 0.71% | 0.73% | $82.3M | 233,415 | $78.5M | 238,833 | -5,418-2.27% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.68% | 1.04% | $78.9M | 310,590 | $112.5M | 460,388 | -149,798-32.54% | Reduce |
 CATERPILLAR INCCAT |
| 0.58% | 0.4% | $66.8M | 62,731 | $42.6M | 60,141 | +2,590+4.31% | Add |
 TEXAS INSTRS INCTXN |
| 0.57% | 0.48% | $65.8M | 220,702 | $52.1M | 268,126 | -47,424-17.69% | Reduce |
 NETFLIX INCNFLX |
| 0.52% | 0.83% | $60.4M | 846,472 | $89.6M | 931,753 | -85,281-9.15% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.52% | 0.72% | $60.0M | 831,153 | $77.3M | 1.1M | -243,275-22.64% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.5% | 0.53% | $58.3M | 397,455 | $57.4M | 397,505 | -50-0.01% | Reduce |
 MERCK & CO INCMRK |
| 0.49% | 0.51% | $57.0M | 443,208 | $54.7M | 454,985 | -11,777-2.59% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.48% | 0.36% | $55.0M | 138,570 | $39.0M | 122,608 | +15,962+13.02% | Add |
 ARISTA NETWORKS INCANET |
| 0.45% | 0.42% | $51.7M | 304,596 | $45.3M | 369,071 | -64,475-17.47% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.45% | 0.36% | $51.7M | 192,199 | $39.1M | 169,861 | +22,338+13.15% | Add |
 PEPSICO INCPEP |
| 0.44% | 0.68% | $51.1M | 377,115 | $73.5M | 473,592 | -96,477-20.37% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.42% | 0.43% | $48.7M | 65 | $46.7M | 65 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.39% | 0.19% | $44.7M | 86,674 | $20.3M | 51,031 | +35,643+69.85% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.39% | 0.18% | $44.7M | 69,916 | $19.0M | 70,075 | -159-0.23% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.37% | 0.31% | $43.2M | 757,641 | $33.5M | 687,771 | +69,870+10.16% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.35% | 0.29% | $40.1M | 80,113 | $31.8M | 66,272 | +13,841+20.89% | Add |
 UNITED RENTALS INCURI |
| 0.34% | 0.3% | $39.7M | 35,079 | $32.5M | 44,643 | -9,564-21.42% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.33% | 0.24% | $38.1M | 120,896 | $26.1M | 79,355 | +41,541+52.35% | Add |
 KLA CORPKLAC |
| 0.33% | 0.21% | $37.7M | 125,048 | $23.1M | 15,711 | +109,337+695.93% | Add |
