 NVIDIA CORPORATIONNVDA |
| 6.83% | 6.89% | $826.1M | 4.1M | $667.3M | 3.8M | +302,428+7.90% | Add |
 APPLE INCAAPL |
| 6.21% | 6.3% | $751.3M | 2.6M | $610.7M | 2.4M | +189,877+7.89% | Add |
 MICROSOFT CORPMSFT |
| 3.95% | 4.51% | $477.8M | 1.3M | $437.4M | 1.2M | +99,314+8.40% | Add |
 ALPHABET INCGOOGL |
| 3.28% | 3.03% | $396.7M | 1.1M | $293.4M | 1.0M | +89,799+8.80% | Add |
 AMAZON COM INCAMZN |
| 3.16% | 3.09% | $382.0M | 1.6M | $299.3M | 1.4M | +165,694+11.53% | Add |
 BROADCOM INCAVGO |
| 2.67% | 2.51% | $322.9M | 854,920 | $243.0M | 785,055 | +69,865+8.90% | Add |
| AAlphabet Inc Class CGOOG |
| 2.52% | 2.32% | $304.3M | 861,292 | $225.2M | 785,062 | +76,230+9.71% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.07% | 0.72% | $250.0M | 216,617 | $69.7M | 206,233 | +10,384+5.04% | Add |
 META PLATFORMS INCMETA |
| 1.74% | 2.09% | $209.9M | 372,579 | $202.1M | 353,226 | +19,353+5.48% | Add |
 TESLA INCTSLA |
| 1.7% | 1.73% | $205.1M | 487,632 | $167.6M | 450,716 | +36,916+8.19% | Add |
 ELI LILLY & COLLY |
| 1.45% | 1.27% | $175.5M | 146,305 | $122.8M | 133,550 | +12,755+9.55% | Add |
 JPMORGAN CHASE & COJPM |
| 1.4% | 1.45% | $169.4M | 517,473 | $140.5M | 477,500 | +39,973+8.37% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.38% | 0.52% | $166.4M | 286,441 | $50.6M | 248,846 | +37,595+15.11% | Add |
 APPLIED MATLS INCAMAT |
| 1.29% | 0.69% | $156.1M | 215,839 | $66.8M | 195,392 | +20,447+10.46% | Add |
 LAM RESEARCH CORPLRCX |
| 1% | 0.58% | $120.8M | 278,844 | $55.9M | 261,516 | +17,328+6.63% | Add |
 CATERPILLAR INCCAT |
| 0.95% | 0.7% | $115.1M | 108,049 | $68.0M | 95,917 | +12,132+12.65% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.93% | 1.05% | $112.0M | 440,815 | $101.9M | 416,978 | +23,837+5.72% | Add |
 VISA INCV |
| 0.88% | 0.87% | $106.5M | 310,501 | $84.7M | 280,319 | +30,182+10.77% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.86% | 1.02% | $103.8M | 207,387 | $98.9M | 206,447 | +940+0.46% | Add |
 WALMART INCWMT |
| 0.82% | 1.07% | $99.1M | 874,800 | $103.6M | 834,001 | +40,799+4.89% | Add |
 INTEL CORPINTC |
| 0.75% | 0.22% | $90.7M | 649,888 | $21.4M | 485,549 | +164,339+33.85% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.71% | 0.85% | $85.3M | 91,229 | $82.1M | 82,419 | +8,810+10.69% | Add |
 CISCO SYS INCCSCO |
| 0.69% | 0.54% | $83.8M | 713,287 | $52.1M | 670,911 | +42,376+6.32% | Add |
 GE AEROSPACEGE |
| 0.66% | 0.57% | $80.1M | 214,416 | $55.4M | 195,261 | +19,155+9.81% | Add |
 ABBVIE INCABBV |
| 0.63% | 0.62% | $75.7M | 301,006 | $60.2M | 276,761 | +24,245+8.76% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.62% | 0.57% | $74.4M | 73,537 | $55.0M | 64,977 | +8,560+13.17% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.65% | $69.1M | 134,601 | $63.1M | 126,287 | +8,314+6.58% | Add |
| VVANGUARD INDEX FDSVV |
| 0.54% | 0.55% | $65.2M | 189,661 | $53.1M | 177,515 | +12,146+6.84% | Add |
 AMPHENOL CORPAPH |
| 0.52% | 0.46% | $63.1M | 357,739 | $44.4M | 351,263 | +6,476+1.84% | Add |
 NETFLIX INCNFLX |
| 0.51% | 0.82% | $61.5M | 861,135 | $79.6M | 827,393 | +33,742+4.08% | Add |
 HOME DEPOT INCHD |
| 0.5% | 0.55% | $61.0M | 172,877 | $53.2M | 161,621 | +11,256+6.96% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.49% | 0.49% | $59.7M | 86,890 | $47.7M | 79,787 | +7,103+8.90% | Add |
 KLA CORPKLAC |
| 0.49% | 0.15% | $59.2M | 196,295 | $14.5M | 9,820 | +186,475+1,898.93% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.49% | 0.36% | $58.8M | 123,108 | $35.2M | 104,200 | +18,908+18.15% | Add |
 MORGAN STANLEYMS |
| 0.48% | 0.42% | $58.5M | 279,622 | $41.1M | 249,612 | +30,010+12.02% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.47% | 0.32% | $56.5M | 135,858 | $31.1M | 114,942 | +20,916+18.20% | Add |
| CCITIGROUP INCC |
| 0.47% | 0.44% | $56.3M | 402,611 | $42.7M | 376,613 | +25,998+6.90% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.46% | 0.18% | $55.6M | 87,122 | $17.8M | 65,785 | +21,337+32.43% | Add |
| BBANK OF AMER CORPBAC |
| 0.46% | 0.45% | $55.3M | 970,332 | $43.2M | 886,958 | +83,374+9.40% | Add |
 MERCK & CO INCMRK |
| 0.46% | 0.62% | $55.1M | 428,993 | $60.1M | 499,732 | -70,739-14.16% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.45% | 0.51% | $54.3M | 370,300 | $49.4M | 342,252 | +28,048+8.20% | Add |
 ASML HLDG NVASML |
| 0.43% | 0.32% | $52.1M | 26,167 | $30.7M | 23,254 | +2,913+12.53% | Add |
 GE VERNOVA INCGEV |
| 0.42% | 0.33% | $51.3M | 43,643 | $31.6M | 36,194 | +7,449+20.58% | Add |
 TJX COS INC NEWTJX |
| 0.41% | 0.5% | $49.1M | 323,830 | $48.4M | 303,313 | +20,517+6.76% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.41% | $48.6M | 172,688 | $39.3M | 162,061 | +10,627+6.56% | Add |
 WELLS FARGO CO NEWWFC |
| 0.4% | 0.46% | $48.2M | 583,082 | $44.4M | 557,958 | +25,124+4.50% | Add |
 CHEVRON CORPORATIONCVX |
| 0.38% | 0.66% | $46.1M | 278,373 | $64.0M | 309,399 | -31,026-10.03% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.37% | 0.55% | $45.1M | 386,796 | $53.7M | 366,871 | +19,925+5.43% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.37% | 0.4% | $44.5M | 246,221 | $39.1M | 236,708 | +9,513+4.02% | Add |
 ORACLE CORPORCL |
| 0.36% | 0.4% | $44.0M | 300,056 | $39.1M | 265,659 | +34,397+12.95% | Add |
