 ADVANCED MICRO DEVICES INCAMD |
| 7.8% | 3.23% | $48.3M | 83,168 | $17.1M | 84,061 | -893-1.06% | Reduce |
 APPLE INCAAPL |
| 7.65% | 8.32% | $47.4M | 163,883 | $44.1M | 173,883 | -10,000-5.75% | Reduce |
 ALPHABET INCGOOGL |
| 6.3% | 5.93% | $39.0M | 109,180 | $31.4M | 109,280 | -100-0.09% | Reduce |
 AMPHENOL CORPAPH |
| 5.15% | 4.31% | $31.9M | 180,838 | $22.8M | 180,838 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 4.93% | 4.61% | $30.5M | 76,865 | $24.5M | 76,865 | 00.00% | Unchanged |
 ROCKWELL AUTOMATION INCROK |
| 4.16% | 3.52% | $25.7M | 52,010 | $18.7M | 52,010 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.83% | 3.91% | $23.7M | 99,518 | $20.7M | 99,518 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 3.66% | 4.16% | $22.7M | 44,175 | $22.1M | 44,175 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 3.38% | 3.49% | $20.9M | 49,739 | $18.5M | 49,739 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 3.22% | 3.74% | $20.0M | 53,575 | $19.8M | 53,575 | 00.00% | Unchanged |
 CLOUDFLARE INCNET |
| 3.09% | 3.03% | $19.1M | 77,960 | $16.1M | 77,960 | 00.00% | Unchanged |
 CARRIER GLOBALCARR |
| 3% | 2.69% | $18.6M | 253,050 | $14.2M | 253,050 | 00.00% | Unchanged |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 2.72% | 2.68% | $16.9M | 165,710 | $14.2M | 165,710 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 2.72% | 3.06% | $16.9M | 66,370 | $16.2M | 66,370 | 00.00% | Unchanged |
 WASTE MGMT INC DELWM |
| 2.57% | 3.1% | $15.9M | 71,535 | $16.4M | 71,535 | 00.00% | Unchanged |
 T-MOBILE US INC COMTMUS |
| 1.97% | 2.89% | $12.2M | 72,945 | $15.3M | 72,945 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 1.93% | 1.07% | $12.0M | 16,530 | $5.6M | 16,530 | 00.00% | Unchanged |
 XYLEM INCXYL |
| 1.91% | 2.23% | $11.8M | 100,080 | $11.8M | 98,905 | +1,175+1.19% | Add |
 WALMART INCWMT |
| 1.88% | 2.41% | $11.6M | 102,675 | $12.8M | 102,675 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 1.78% | 2.08% | $11.1M | 58,025 | $11.0M | 58,025 | 00.00% | Unchanged |
 NORFOLK SOUTHN CORP COMNSC |
| 1.72% | 1.84% | $10.7M | 33,906 | $9.7M | 33,906 | 00.00% | Unchanged |
 APTARGROUP INCATR |
| 1.6% | 1.88% | $9.9M | 79,100 | $10.0M | 79,100 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 1.56% | 2.07% | $9.7M | 106,660 | $11.0M | 106,660 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 1.55% | 1.65% | $9.6M | 42,955 | $8.7M | 42,955 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 1.52% | 1.88% | $9.4M | 62,340 | $10.0M | 62,340 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 1.39% | 0.69% | $8.6M | 24,250 | $3.7M | 24,250 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 1.33% | 1.45% | $8.3M | 23,415 | $7.7M | 23,415 | 00.00% | Unchanged |
 VERALTO CORP COM SHSVLTO |
| 1.26% | 1.47% | $7.8M | 87,877 | $7.8M | 87,877 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.25% | 1.44% | $7.7M | 52,710 | $7.6M | 52,710 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 1.17% | 1.4% | $7.3M | 38,348 | $7.4M | 38,348 | 00.00% | Unchanged |
 EAST WEST BANCORP INCEWBC |
| 1.11% | 0.63% | $6.9M | 45,315 | $3.3M | 31,485 | +13,830+43.93% | Add |
 STRYKER CORPORATIONSYK |
| 1.04% | 1.16% | $6.4M | 20,465 | $6.1M | 18,675 | +1,790+9.59% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.04% | 0.74% | $6.4M | 22,885 | $3.9M | 16,260 | +6,625+40.74% | Add |
 LOWES COS INC COMLOW |
| 1% | 1.25% | $6.2M | 28,100 | $6.6M | 28,100 | 00.00% | Unchanged |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.94% | 0.74% | $5.8M | 96,377 | $3.9M | 68,437 | +27,940+40.83% | Add |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.82% | $5.3M | 15,135 | $4.3M | 15,135 | 00.00% | Unchanged |
 CSX CORPCSX |
| 0.78% | 0.79% | $4.8M | 102,000 | $4.2M | 102,000 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.77% | 0.51% | $4.7M | 12,570 | $2.7M | 8,700 | +3,870+44.48% | Add |
 COLGATE PALMOLIVE COCL |
| 0.76% | 0.82% | $4.7M | 51,200 | $4.4M | 51,200 | 00.00% | Unchanged |
 INTERFACE INCTILE |
| 0.58% | 0.47% | $3.6M | 100,155 | $2.5M | 100,155 | 00.00% | Unchanged |
 ROCKET COS INC COM CL ARKT |
| 0.4% | 0.43% | $2.5M | 159,135 | $2.3M | 159,135 | 00.00% | Unchanged |
 AIRBNB INC COM CL AABNB |
| 0.4% | 0.4% | $2.5M | 17,510 | $2.1M | 16,875 | +635+3.76% | Add |
 EXXON MOBIL CORPXOM |
| 0.36% | 0.52% | $2.2M | 16,400 | $2.8M | 16,400 | 00.00% | Unchanged |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.35% | 0.36% | $2.2M | 121,415 | $1.9M | 121,415 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 0.3% | 0.41% | $1.8M | 9,000 | $2.2M | 9,000 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.29% | 0.32% | $1.8M | 13,950 | $1.7M | 13,950 | 00.00% | Unchanged |
 ZOETIS INC CL AZTS |
| 0.29% | 0.55% | $1.8M | 24,818 | $2.9M | 24,818 | 00.00% | Unchanged |
 BROADRIDGE FINL SOLUTIONS INBR |
| 0.24% | — | $1.5M | 11,080 | $0 | 0 | +11,080 | New Buy |
| CCIGNA GROUPLIBD |
| 0.23% | 0.26% | $1.4M | 5,254 | $1.4M | 5,254 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.2% | 0.22% | $1.2M | 6,225 | $1.2M | 6,675 | -450-6.74% | Reduce |
