 NVIDIA CORPORATIONNVDA |
| 9.33% | 9.44% | $35.0M | 174,676 | $32.1M | 184,231 | -9,555-5.19% | Reduce |
 ALPHABET INCGOOGL |
| 7.25% | 6.44% | $27.2M | 76,016 | $21.9M | 76,217 | -201-0.26% | Reduce |
 MICROSOFT CORPMSFT |
| 5.82% | 6.85% | $21.8M | 58,396 | $23.3M | 62,705 | -4,309-6.87% | Reduce |
 AMAZON COM INCAMZN |
| 4.56% | 4.83% | $17.1M | 71,580 | $16.4M | 78,668 | -7,088-9.01% | Reduce |
 BROADCOM INCAVGO |
| 4.03% | 3.71% | $15.1M | 39,992 | $12.6M | 40,708 | -716-1.76% | Reduce |
 APPLE INCAAPL |
| 3.27% | 5.88% | $12.2M | 42,299 | $20.0M | 78,706 | -36,407-46.26% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.64% | 2.56% | $9.9M | 30,236 | $8.7M | 29,499 | +737+2.50% | Add |
 VISA INCV |
| 2.4% | 2.29% | $9.0M | 26,226 | $7.8M | 25,792 | +434+1.68% | Add |
 META PLATFORMS INCMETA |
| 2.3% | 1.36% | $8.6M | 15,296 | $4.6M | 8,100 | +7,196+88.84% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.94% | 1.78% | $7.3M | 14,120 | $6.0M | 12,077 | +2,043+16.92% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.62% | 1.78% | $6.1M | 12,077 | $6.0M | 12,271 | -194-1.58% | Reduce |
 NETFLIX INCNFLX |
| 1.48% | 1.41% | $5.5M | 77,688 | $4.8M | 50,026 | +27,662+55.30% | Add |
 ABBVIE INCABBV |
| 1.4% | 1.1% | $5.3M | 20,895 | $3.7M | 17,188 | +3,707+21.57% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.35% | 1.53% | $5.1M | 30,420 | $5.2M | 29,885 | +535+1.79% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.34% | 1.02% | $5.0M | 10,501 | $3.5M | 10,316 | +185+1.79% | Add |
 EATON CORP PLCETN |
| 1.32% | — | $4.9M | 11,606 | $0 | 0 | +11,606 | New Buy |
 WASTE MGMT INC DELWM |
| 1.32% | 1.47% | $4.9M | 22,189 | $5.0M | 21,801 | +388+1.78% | Add |
 AON PLC SHS CL AAON |
| 1.31% | 1.69% | $4.9M | 14,835 | $5.8M | 17,801 | -2,966-16.66% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.3% | 1.47% | $4.9M | 11,974 | $5.0M | 11,756 | +218+1.85% | Add |
 VEEVA SYS INCVEEV |
| 1.3% | 1.39% | $4.9M | 27,459 | $4.7M | 26,970 | +489+1.81% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.26% | 1.29% | $4.7M | 11,360 | $4.4M | 16,193 | -4,833-29.85% | Reduce |
 ADVANCED DRAIN SYS INC DELWMS |
| 1.24% | 0.61% | $4.6M | 29,614 | $2.1M | 15,045 | +14,569+96.84% | Add |
 LOWES COS INC COMLOW |
| 1.2% | — | $4.5M | 20,417 | $0 | 0 | +20,417 | New Buy |
 AMPHENOL CORPAPH |
| 1.2% | — | $4.5M | 25,506 | $0 | 0 | +25,506 | New Buy |
 LPL FINL HLDGS INCLPLA |
| 1.18% | 1.21% | $4.4M | 15,700 | $4.1M | 13,654 | +2,046+14.98% | Add |
 ABBOTT LABORATORIESABT |
| 1.16% | 1.25% | $4.3M | 47,744 | $4.2M | 41,361 | +6,383+15.43% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 1.14% | 1.03% | $4.3M | 10,292 | $3.5M | 8,106 | +2,186+26.97% | Add |
 CENCORA INCCOR |
| 1.14% | 0.97% | $4.3M | 15,065 | $3.3M | 10,561 | +4,504+42.65% | Add |
 OTIS WORLDWIDEOTIS |
| 1.1% | — | $4.1M | 57,439 | $0 | 0 | +57,439 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 1.09% | 1.24% | $4.1M | 32,805 | $4.2M | 21,296 | +11,509+54.04% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.09% | 1.4% | $4.1M | 56,338 | $4.7M | 66,010 | -9,672-14.65% | Reduce |
 BOOT BARN HLDGS INCBOOT |
| 1.08% | 1% | $4.1M | 24,709 | $3.4M | 23,170 | +1,539+6.64% | Add |
 ELI LILLY & COLLY |
| 1.08% | 0.74% | $4.0M | 3,361 | $2.5M | 2,719 | +642+23.61% | Add |
 AGILENT TECHNOLOGIES INC COMA |
| 1.07% | 1.13% | $4.0M | 30,262 | $3.8M | 33,711 | -3,449-10.23% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1.07% | 1.21% | $4.0M | 19,925 | $4.1M | 19,847 | +78+0.39% | Add |
| DDICKS SPORTING GOODS INCDKS |
| 1.07% | 1.15% | $4.0M | 17,709 | $3.9M | 19,792 | -2,083-10.52% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 1.07% | 0.74% | $4.0M | 3,141 | $2.5M | 1,971 | +1,170+59.36% | Add |
 MCDONALDS CORPMCD |
| 1.07% | 0.65% | $4.0M | 14,820 | $2.2M | 7,066 | +7,754+109.74% | Add |
 CDW CORPCDW |
| 1.07% | 0.95% | $4.0M | 28,408 | $3.2M | 26,706 | +1,702+6.37% | Add |
 MERCADOLIBRE INC COMMELI |
| 1.03% | 0.68% | $3.9M | 2,274 | $2.3M | 1,334 | +940+70.46% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.03% | 1.05% | $3.9M | 21,614 | $3.6M | 852 | +20,762+2,436.85% | Add |
 AMERICAN EXPRESS COAXP |
| 1.02% | 0.45% | $3.8M | 11,316 | $1.5M | 5,049 | +6,267+124.12% | Add |
 HCA HEALTHCARE INCHCA |
| 1% | — | $3.8M | 9,638 | $0 | 0 | +9,638 | New Buy |
 TRACTOR SUPPLY CO COMTSCO |
| 0.99% | 1.23% | $3.7M | 117,343 | $4.2M | 92,688 | +24,655+26.60% | Add |
 SERVICE CORP INTLSCI |
| 0.98% | 1.23% | $3.7M | 48,444 | $4.2M | 50,816 | -2,372-4.67% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.98% | — | $3.7M | 7,962 | $0 | 0 | +7,962 | New Buy |
 CORE & MAIN INCCNM |
| 0.97% | 1.08% | $3.6M | 75,405 | $3.7M | 74,038 | +1,367+1.85% | Add |
 ORACLE CORPORCL |
| 0.97% | 1.18% | $3.6M | 24,675 | $4.0M | 27,337 | -2,662-9.74% | Reduce |
 AUTODESK INCADSK |
| 0.96% | 1.02% | $3.6M | 18,535 | $3.5M | 14,505 | +4,030+27.78% | Add |
 PROCTER & GAMBLE COPG |
| 0.94% | 1% | $3.5M | 23,901 | $3.4M | 23,485 | +416+1.77% | Add |
