 NVIDIA CORPORATIONNVDA |
| 6.13% | 6.15% | $9.07B | 45.3M | $7.12B | 40.8M | +4.5M+11.07% | Add |
 APPLE INCAAPL |
| 5.51% | 5.49% | $8.16B | 28.2M | $6.36B | 25.0M | +3.1M+12.53% | Add |
 MICROSOFT CORPMSFT |
| 3.62% | 4.08% | $5.35B | 14.3M | $4.72B | 12.8M | +1.6M+12.51% | Add |
 AMAZON COM INCAMZN |
| 3.04% | 2.99% | $4.49B | 18.9M | $3.47B | 16.6M | +2.2M+13.34% | Add |
 ALPHABET INCGOOGL |
| 2.74% | 2.5% | $4.05B | 11.3M | $2.89B | 10.0M | +1.3M+12.75% | Add |
 ASTRAZENECA PLCAZN |
| 2.36% | 3.13% | $3.49B | 18.7M | $3.62B | 18.5M | +177,605+0.96% | Add |
 BROADCOM INCAVGO |
| 2.3% | 2.13% | $3.40B | 9.0M | $2.47B | 8.0M | +1.0M+12.89% | Add |
| AAlphabet Inc Class CGOOG |
| 2.2% | 2.05% | $3.26B | 9.2M | $2.37B | 8.3M | +963,544+11.65% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.71% | 0.57% | $2.53B | 2.2M | $655.0M | 1.9M | +254,790+13.14% | Add |
 META PLATFORMS INCMETA |
| 1.63% | 1.87% | $2.41B | 4.3M | $2.16B | 3.8M | +490,397+12.96% | Add |
 TESLA INCTSLA |
| 1.6% | 1.57% | $2.38B | 5.6M | $1.82B | 4.9M | +755,031+15.43% | Add |
 ELI LILLY & COLLY |
| 1.26% | 1.1% | $1.87B | 1.6M | $1.28B | 1.4M | +166,734+12.00% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.24% | 0.49% | $1.84B | 3.2M | $568.8M | 2.8M | +369,250+13.21% | Add |
 JPMORGAN CHASE & COJPM |
| 1.04% | 1.22% | $1.54B | 4.7M | $1.41B | 4.8M | -98,920-2.06% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.87% | 0.93% | $1.29B | 2.6M | $1.08B | 2.3M | +335,241+14.88% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.85% | 0.92% | $1.26B | 5.0M | $1.07B | 4.4M | +590,028+13.50% | Add |
 EXXON MOBIL CORPXOM |
| 0.82% | 1.16% | $1.21B | 8.9M | $1.35B | 7.9M | +938,870+11.82% | Add |
 INTEL CORPINTC |
| 0.81% | 0.29% | $1.19B | 8.5M | $340.0M | 7.7M | +843,311+10.95% | Add |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.41% | $1.12B | 1.5M | $471.0M | 1.4M | +169,673+12.31% | Add |
 VISA INCV |
| 0.75% | 0.76% | $1.11B | 3.2M | $881.7M | 2.9M | +316,141+10.84% | Add |
 LAM RESEARCH CORPLRCX |
| 0.71% | 0.4% | $1.06B | 2.4M | $466.4M | 2.2M | +256,424+11.75% | Add |
 CISCO SYS INCCSCO |
| 0.71% | 0.54% | $1.05B | 8.9M | $619.8M | 8.0M | +934,668+11.70% | Add |
 ABBVIE INCABBV |
| 0.68% | 0.67% | $1.01B | 4.0M | $774.2M | 3.6M | +435,623+12.24% | Add |
 CATERPILLAR INCCAT |
| 0.6% | 0.46% | $889.2M | 834,999 | $528.4M | 745,848 | +89,151+11.95% | Add |
 WALMART INCWMT |
| 0.59% | 0.72% | $870.7M | 7.7M | $834.1M | 6.7M | +976,516+14.55% | Add |
| BBANK OF AMER CORPBAC |
| 0.57% | 0.5% | $850.7M | 14.9M | $576.3M | 11.8M | +3.1M+26.29% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.57% | 0.43% | $847.8M | 2.0M | $494.7M | 1.8M | +211,488+11.57% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.66% | $810.9M | 866,849 | $769.6M | 772,379 | +94,470+12.23% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.55% | 0.61% | $808.4M | 1.6M | $702.4M | 1.4M | +168,313+11.97% | Add |
 HOME DEPOT INCHD |
| 0.54% | 0.57% | $793.9M | 2.3M | $658.6M | 2.0M | +248,571+12.41% | Add |
| SSANDISK CORP COMSNDK |
| 0.53% | 0.16% | $782.5M | 344,141 | $191.0M | 300,587 | +43,554+14.49% | Add |
 PROCTER & GAMBLE COPG |
| 0.52% | 0.59% | $771.8M | 5.3M | $679.8M | 4.7M | +556,415+11.82% | Add |
 KLA CORPKLAC |
| 0.52% | 0.29% | $771.5M | 2.6M | $336.9M | 228,823 | +2.3M+1,017.53% | Add |
 UBS GROUP AGUBS |
| 0.5% | 0.48% | $734.9M | 14.8M | $550.3M | 14.1M | +716,193+5.07% | Add |
 MERCK & CO INCMRK |
| 0.49% | 0.52% | $718.7M | 5.6M | $601.9M | 5.0M | +589,632+11.78% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.48% | 0.67% | $715.3M | 9.3M | $776.8M | 8.5M | +786,132+9.29% | Add |
 GE AEROSPACEGE |
| 0.48% | 0.42% | $713.0M | 1.9M | $480.6M | 1.7M | +213,960+12.63% | Add |
 COCA COLA COKO |
| 0.48% | 0.52% | $711.3M | 8.8M | $600.8M | 7.9M | +852,148+10.79% | Add |
 ROYAL BK CDA COMRY |
| 0.44% | 0.39% | $653.2M | 3.2M | $456.8M | 2.8M | +328,719+11.63% | Add |
 CHEVRON CORPORATIONCVX |
| 0.43% | 0.61% | $634.7M | 3.8M | $705.5M | 3.4M | +419,037+12.29% | Add |
 TEXAS INSTRS INCTXN |
| 0.41% | 0.31% | $611.2M | 2.1M | $355.3M | 1.8M | +220,408+12.04% | Add |
 NETFLIX INCNFLX |
| 0.4% | 0.61% | $584.8M | 8.2M | $706.0M | 7.3M | +847,933+11.55% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.39% | 0.4% | $581.5M | 3.2M | $467.8M | 2.8M | +385,045+13.61% | Add |
 GE VERNOVA INCGEV |
| 0.39% | 0.33% | $578.5M | 492,378 | $379.5M | 434,807 | +57,571+13.24% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.38% | 0.37% | $563.0M | 2.0M | $425.2M | 1.8M | +247,958+14.14% | Add |
 PALO ALTOPANW |
| 0.36% | 0.19% | $535.0M | 1.6M | $223.4M | 1.4M | +175,377+12.59% | Add |
 MORGAN STANLEYMS |
| 0.36% | 0.33% | $534.1M | 2.6M | $379.9M | 2.3M | +246,627+10.68% | Add |
 RTX CORPORATIONRTX |
| 0.36% | — | $526.5M | 2.8M | $0 | 0 | +2.8M | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.35% | 0.39% | $523.1M | 6.3M | $449.5M | 5.6M | +683,151+12.10% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.35% | 0.38% | $520.1M | 514,302 | $445.1M | 526,151 | -11,849-2.25% | Reduce |
