 NVIDIA CORPORATIONNVDA |
| 6.74% | 6.78% | $708.7M | 3.5M | $663.6M | 3.8M | -263,317-6.92% | Reduce |
 APPLE INCAAPL |
| 6.04% | 6.08% | $635.2M | 2.2M | $594.4M | 2.3M | -147,084-6.28% | Reduce |
 MICROSOFT CORPMSFT |
| 4% | 4.56% | $420.8M | 1.1M | $446.4M | 1.2M | -77,785-6.45% | Reduce |
 AMAZON COM INCAMZN |
| 3.34% | 3.32% | $351.0M | 1.5M | $324.8M | 1.6M | -86,745-5.56% | Reduce |
 ALPHABET INCGOOGL |
| 3.01% | 2.78% | $316.2M | 884,698 | $271.8M | 945,076 | -60,378-6.39% | Reduce |
 BROADCOM INCAVGO |
| 2.54% | 2.38% | $266.8M | 706,337 | $232.4M | 750,869 | -44,532-5.93% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.43% | 2.26% | $255.1M | 721,917 | $220.7M | 769,522 | -47,605-6.19% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.88% | 0.63% | $197.6M | 171,152 | $61.4M | 181,660 | -10,508-5.78% | Reduce |
 META PLATFORMS INCMETA |
| 1.79% | 2.08% | $188.0M | 333,746 | $203.1M | 354,986 | -21,240-5.98% | Reduce |
 TESLA INCTSLA |
| 1.77% | 1.74% | $186.6M | 443,539 | $170.5M | 458,753 | -15,214-3.32% | Reduce |
 ELI LILLY & COLLY |
| 1.38% | 1.22% | $145.4M | 121,217 | $119.8M | 130,252 | -9,035-6.94% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.36% | 0.54% | $143.5M | 246,968 | $53.3M | 261,831 | -14,863-5.68% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.26% | 1.33% | $132.9M | 405,969 | $129.9M | 441,676 | -35,707-8.08% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.11% | 1.18% | $117.0M | 233,917 | $115.2M | 240,406 | -6,489-2.70% | Reduce |
 INTEL CORPINTC |
| 0.88% | 0.32% | $93.0M | 665,820 | $31.7M | 718,651 | -52,831-7.35% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.88% | 0.98% | $92.9M | 365,854 | $95.6M | 391,254 | -25,400-6.49% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.83% | 0.45% | $87.0M | 120,367 | $44.1M | 128,978 | -8,611-6.68% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.82% | 1.19% | $86.4M | 631,877 | $116.5M | 686,886 | -55,009-8.01% | Reduce |
 VISA INCV |
| 0.82% | 0.85% | $86.0M | 250,703 | $82.7M | 273,685 | -22,982-8.40% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.45% | $82.2M | 189,753 | $43.6M | 204,137 | -14,384-7.05% | Reduce |
 WALMART INCWMT |
| 0.72% | 0.9% | $75.5M | 666,457 | $87.9M | 707,359 | -40,902-5.78% | Reduce |
 CATERPILLAR INCCAT |
| 0.7% | 0.55% | $73.4M | 68,969 | $53.3M | 75,282 | -6,313-8.39% | Reduce |
 CISCO SYS INCCSCO |
| 0.67% | 0.51% | $70.5M | 599,877 | $50.2M | 647,122 | -47,245-7.30% | Reduce |
 ABBVIE INCABBV |
| 0.64% | 0.64% | $67.6M | 268,819 | $62.6M | 288,031 | -19,212-6.67% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.6% | 0.73% | $63.0M | 67,381 | $71.9M | 72,165 | -4,784-6.63% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.6% | 0.67% | $63.0M | 122,649 | $65.4M | 130,792 | -8,143-6.23% | Reduce |
 KLA CORPKLAC |
| 0.57% | 0.32% | $59.9M | 198,605 | $31.5M | 21,393 | +177,212+828.36% | Add |
 GE AEROSPACEGE |
| 0.56% | 0.49% | $58.6M | 156,823 | $48.0M | 169,114 | -12,291-7.27% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.54% | 0.53% | $57.2M | 1.0M | $52.1M | 1.1M | -63,625-5.96% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.41% | $57.0M | 137,102 | $40.0M | 147,949 | -10,847-7.33% | Reduce |
 HOME DEPOT INCHD |
| 0.51% | 0.54% | $53.4M | 151,453 | $53.2M | 161,879 | -10,426-6.44% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.49% | 0.56% | $51.9M | 354,060 | $55.2M | 381,889 | -27,829-7.29% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.48% | 0.15% | $50.2M | 22,096 | $14.7M | 23,196 | -1,100-4.74% | Reduce |
 MERCK & CO INCMRK |
| 0.46% | 0.5% | $48.3M | 375,627 | $48.6M | 404,056 | -28,429-7.04% | Reduce |
 GE VERNOVA INCGEV |
| 0.46% | 0.39% | $48.0M | 40,853 | $38.3M | 43,895 | -3,042-6.93% | Reduce |
 COCA COLA COKO |
| 0.46% | 0.49% | $48.0M | 590,118 | $48.1M | 632,272 | -42,154-6.67% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.44% | 0.64% | $46.7M | 281,696 | $63.0M | 304,600 | -22,904-7.52% | Reduce |
 NETFLIX INCNFLX |
| 0.43% | 0.68% | $45.5M | 637,034 | $66.3M | 689,048 | -52,014-7.55% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.42% | 0.41% | $44.3M | 43,783 | $40.4M | 47,774 | -3,991-8.35% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.41% | 0.43% | $42.8M | 236,780 | $41.9M | 253,308 | -16,528-6.52% | Reduce |
 PALO ALTOPANW |
| 0.4% | 0.21% | $41.8M | 122,434 | $20.9M | 130,056 | -7,622-5.86% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.39% | 0.29% | $41.2M | 138,069 | $28.6M | 147,094 | -9,025-6.14% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.38% | 0.37% | $40.2M | 142,851 | $36.7M | 151,271 | -8,420-5.57% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.38% | 0.14% | $39.5M | 132,438 | $13.6M | 137,629 | -5,191-3.77% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.37% | 0.53% | $39.3M | 337,159 | $51.9M | 355,140 | -17,981-5.06% | Reduce |
 RTX CORPORATIONRTX |
| 0.37% | 0.43% | $38.9M | 204,803 | $42.0M | 217,521 | -12,718-5.85% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.37% | 0.41% | $38.4M | 465,116 | $40.1M | 503,517 | -38,401-7.63% | Reduce |
 ORACLE CORPORCL |
| 0.36% | 0.41% | $38.1M | 260,201 | $40.3M | 273,685 | -13,484-4.93% | Reduce |
 LINDE PLCLIN |
| 0.35% | 0.39% | $36.3M | 70,013 | $37.9M | 76,349 | -6,336-8.30% | Reduce |
| CCITIGROUP INCC |
| 0.34% | 0.33% | $36.2M | 258,672 | $32.0M | 281,798 | -23,126-8.21% | Reduce |
