 NVIDIA CORPORATIONNVDA |
| 6.3% | 6.41% | $768.1M | 3.8M | $653.1M | 3.7M | +94,183+2.52% | Add |
 APPLE INCAAPL |
| 5.86% | 5.88% | $714.2M | 2.5M | $599.4M | 2.4M | +106,360+4.50% | Add |
 ALPHABET INCGOOGL |
| 3.63% | 3.29% | $442.9M | 1.2M | $335.1M | 1.2M | +73,957+6.35% | Add |
 MICROSOFT CORPMSFT |
| 3.38% | 4% | $412.7M | 1.1M | $407.8M | 1.1M | +4,712+0.43% | Add |
 AMAZON COM INCAMZN |
| 2.85% | 2.86% | $348.0M | 1.5M | $291.1M | 1.4M | +62,732+4.49% | Add |
 BROADCOM INCAVGO |
| 2.58% | 2.45% | $315.1M | 834,264 | $249.7M | 806,796 | +27,468+3.40% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.71% | 0.54% | $208.0M | 180,196 | $55.3M | 163,827 | +16,369+9.99% | Add |
| AAlphabet Inc Class CGOOG |
| 1.64% | 1.58% | $200.3M | 566,892 | $161.2M | 562,006 | +4,886+0.87% | Add |
 META PLATFORMS INCMETA |
| 1.5% | 1.85% | $183.1M | 325,106 | $188.9M | 330,130 | -5,024-1.52% | Reduce |
 ELI LILLY & COLLY |
| 1.49% | 1.27% | $181.4M | 151,203 | $129.8M | 141,070 | +10,133+7.18% | Add |
 JPMORGAN CHASE & COJPM |
| 1.46% | 1.45% | $177.7M | 542,873 | $147.8M | 502,465 | +40,408+8.04% | Add |
 TESLA INCTSLA |
| 1.43% | 1.44% | $174.5M | 414,776 | $146.5M | 394,023 | +20,753+5.27% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.21% | 0.46% | $147.8M | 254,343 | $47.1M | 231,343 | +23,000+9.94% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.02% | 1.13% | $124.6M | 248,941 | $115.1M | 240,293 | +8,648+3.60% | Add |
 VISA INCV |
| 0.89% | 0.85% | $108.4M | 316,085 | $86.7M | 286,872 | +29,213+10.18% | Add |
 APPLIED MATLS INCAMAT |
| 0.86% | 0.48% | $105.0M | 145,211 | $49.1M | 143,576 | +1,635+1.14% | Add |
 LAM RESEARCH CORPLRCX |
| 0.82% | 0.47% | $100.3M | 231,375 | $47.8M | 223,638 | +7,737+3.46% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.83% | $92.5M | 364,217 | $84.2M | 344,313 | +19,904+5.78% | Add |
 CATERPILLAR INCCAT |
| 0.74% | 0.56% | $90.3M | 84,762 | $57.5M | 81,130 | +3,632+4.48% | Add |
 WALMART INCWMT |
| 0.73% | 0.96% | $89.1M | 786,348 | $98.0M | 788,704 | -2,356-0.30% | Reduce |
 CISCO SYS INCCSCO |
| 0.67% | 0.51% | $82.3M | 700,256 | $51.8M | 667,751 | +32,505+4.87% | Add |
 ABBVIE INCABBV |
| 0.67% | 0.65% | $81.3M | 323,012 | $66.4M | 305,324 | +17,688+5.79% | Add |
 EXXON MOBIL CORPXOM |
| 0.65% | 0.95% | $79.1M | 578,686 | $96.8M | 570,305 | +8,381+1.47% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.62% | 0.44% | $76.0M | 159,102 | $44.7M | 132,355 | +26,747+20.21% | Add |
 INTEL CORPINTC |
| 0.62% | 0.2% | $75.1M | 538,159 | $19.9M | 450,425 | +87,734+19.48% | Add |
 KLA CORPKLAC |
| 0.6% | 0.34% | $73.0M | 242,115 | $35.0M | 23,803 | +218,312+917.16% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.77% | $70.2M | 75,026 | $78.3M | 78,605 | -3,579-4.55% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.66% | $69.9M | 136,170 | $67.6M | 135,281 | +889+0.66% | Add |
 GE AEROSPACEGE |
| 0.49% | 0.43% | $59.6M | 159,486 | $43.9M | 154,796 | +4,690+3.03% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.46% | 0.28% | $56.0M | 134,704 | $28.3M | 104,674 | +30,030+28.69% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.45% | 0.42% | $55.1M | 54,465 | $42.6M | 50,383 | +4,082+8.10% | Add |
 MERCK & CO INCMRK |
| 0.45% | 0.48% | $54.7M | 425,518 | $49.3M | 409,858 | +15,660+3.82% | Add |
| BBANK OF AMER CORPBAC |
| 0.44% | 0.45% | $54.0M | 947,094 | $45.8M | 939,695 | +7,399+0.79% | Add |
 HOME DEPOT INCHD |
| 0.43% | 0.46% | $52.0M | 147,471 | $46.7M | 142,078 | +5,393+3.80% | Add |
 GE VERNOVA INCGEV |
| 0.42% | 0.37% | $51.7M | 43,977 | $37.8M | 43,278 | +699+1.62% | Add |
 NETFLIX INCNFLX |
| 0.41% | 0.69% | $50.1M | 701,797 | $70.6M | 734,209 | -32,412-4.41% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.39% | 0.1% | $47.9M | 21,070 | $10.2M | 15,977 | +5,093+31.88% | Add |
 ORACLE CORPORCL |
| 0.39% | 0.43% | $47.7M | 325,428 | $43.4M | 294,951 | +30,477+10.33% | Add |
 COCA COLA COKO |
| 0.39% | 0.42% | $47.4M | 583,394 | $42.5M | 559,042 | +24,352+4.36% | Add |
 ASML HLDG NVASML |
| 0.39% | 0.28% | $47.0M | 23,608 | $28.3M | 21,406 | +2,202+10.29% | Add |
 TJX COS INC NEWTJX |
| 0.37% | 0.36% | $45.2M | 298,148 | $37.0M | 231,718 | +66,430+28.67% | Add |
 MORGAN STANLEYMS |
| 0.37% | 0.33% | $44.9M | 214,934 | $33.6M | 204,202 | +10,732+5.26% | Add |
 PROCTER & GAMBLE COPG |
| 0.36% | 0.41% | $44.4M | 302,505 | $42.2M | 292,131 | +10,374+3.55% | Add |
 PALO ALTOPANW |
| 0.36% | 0.18% | $43.9M | 128,750 | $18.0M | 112,259 | +16,491+14.69% | Add |
 AMPHENOL CORPAPH |
| 0.35% | 0.29% | $43.2M | 245,093 | $29.4M | 232,293 | +12,800+5.51% | Add |
 TEXAS INSTRS INCTXN |
| 0.35% | 0.22% | $43.0M | 144,337 | $22.8M | 117,349 | +26,988+23.00% | Add |
 RTX CORPORATIONRTX |
| 0.35% | 0.42% | $42.6M | 224,544 | $42.5M | 220,256 | +4,288+1.95% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.35% | 0.17% | $42.1M | 65,892 | $17.1M | 63,184 | +2,708+4.29% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.33% | 0.16% | $40.1M | 41,574 | $15.8M | 40,447 | +1,127+2.79% | Add |
 CORNING INCGLW |
| 0.32% | 0.2% | $39.4M | 154,382 | $20.7M | 152,330 | +2,052+1.35% | Add |
