 NVIDIA CORPORATIONNVDA |
| 10.51% | 10.59% | $1.06B | 5.3M | $950.0M | 5.4M | -127,115-2.33% | Reduce |
 APPLE INCAAPL |
| 7.69% | 7.58% | $779.1M | 2.7M | $680.4M | 2.7M | +11,432+0.43% | Add |
 MICROSOFT CORPMSFT |
| 4.36% | 5.09% | $441.5M | 1.2M | $456.7M | 1.2M | -50,104-4.06% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.76% | 3.84% | $380.7M | 1.1M | $344.5M | 1.2M | -123,504-10.28% | Reduce |
 AMAZON COM INCAMZN |
| 3.67% | 3.84% | $371.8M | 1.6M | $344.6M | 1.7M | -94,785-5.73% | Reduce |
 META PLATFORMS INCMETA |
| 2.92% | 3.24% | $295.8M | 525,071 | $290.6M | 507,886 | +17,185+3.38% | Add |
 BROADCOM INCAVGO |
| 2.55% | 2.4% | $258.2M | 683,491 | $215.4M | 695,945 | -12,454-1.79% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.84% | 0.57% | $186.5M | 161,538 | $51.3M | 151,829 | +9,709+6.39% | Add |
 JPMORGAN CHASE & COJPM |
| 1.8% | 1.9% | $182.4M | 557,205 | $170.5M | 579,629 | -22,424-3.87% | Reduce |
 TESLA INCTSLA |
| 1.78% | 1.79% | $180.3M | 428,717 | $160.4M | 431,559 | -2,842-0.66% | Reduce |
 ALPHABET INCGOOGL |
| 1.71% | 1.53% | $173.2M | 484,692 | $137.0M | 476,554 | +8,138+1.71% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.55% | 1.86% | $156.7M | 313,238 | $167.0M | 348,558 | -35,320-10.13% | Reduce |
 ELI LILLY & COLLY |
| 1.5% | 1.39% | $151.6M | 126,367 | $124.3M | 135,174 | -8,807-6.52% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.33% | 0.62% | $135.2M | 232,653 | $55.8M | 274,511 | -41,858-15.25% | Reduce |
 VISA INCV |
| 1.33% | 1.33% | $135.1M | 393,831 | $119.2M | 394,434 | -603-0.15% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.02% | 1.17% | $103.8M | 408,642 | $105.1M | 430,070 | -21,428-4.98% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.99% | 0.31% | $100.6M | 232,236 | $28.1M | 131,491 | +100,745+76.62% | Add |
 CATERPILLAR INCCAT |
| 0.98% | 1.04% | $99.0M | 92,976 | $93.6M | 132,148 | -39,172-29.64% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.95% | 1.3% | $96.2M | 703,725 | $116.8M | 688,712 | +15,013+2.18% | Add |
 MORGAN STANLEYMS |
| 0.92% | 0.82% | $93.1M | 445,166 | $73.2M | 444,699 | +467+0.11% | Add |
 INTEL CORPINTC |
| 0.91% | 0.29% | $92.3M | 661,245 | $26.0M | 589,856 | +71,389+12.10% | Add |
 HOME DEPOT INCHD |
| 0.87% | 0.92% | $88.6M | 251,114 | $82.1M | 249,625 | +1,489+0.60% | Add |
 RTX CORPORATIONRTX |
| 0.87% | 1.01% | $88.5M | 466,435 | $90.9M | 471,281 | -4,846-1.03% | Reduce |
 CISCO SYS INCCSCO |
| 0.83% | 0.75% | $83.9M | 714,281 | $67.3M | 866,804 | -152,523-17.60% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.82% | 0.91% | $83.5M | 1.5M | $81.5M | 1.7M | -206,932-12.38% | Reduce |
 WALMART INCWMT |
| 0.76% | 0.95% | $77.4M | 683,106 | $85.4M | 687,159 | -4,053-0.59% | Reduce |
 ABBVIE INCABBV |
| 0.76% | 0.77% | $76.5M | 304,186 | $69.1M | 317,882 | -13,696-4.31% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.69% | 0.84% | $70.4M | 75,235 | $75.0M | 75,291 | -56-0.07% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.69% | 0.5% | $69.5M | 167,318 | $45.3M | 167,296 | +22+0.01% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.68% | 0.32% | $68.9M | 107,914 | $28.7M | 106,203 | +1,711+1.61% | Add |
| SSANDISK CORP COMSNDK |
| 0.62% | 0.19% | $62.8M | 27,630 | $17.1M | 26,935 | +695+2.58% | Add |
 TEXAS INSTRS INCTXN |
| 0.6% | 0.44% | $60.4M | 202,608 | $39.2M | 202,009 | +599+0.30% | Add |
 WELLS FARGO CO NEWWFC |
| 0.6% | 0.66% | $60.4M | 730,317 | $59.5M | 747,950 | -17,633-2.36% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.57% | 0.6% | $58.0M | 59,337 | $53.7M | 60,031 | -694-1.16% | Reduce |
 MERCK & CO INCMRK |
| 0.55% | 0.6% | $55.6M | 433,052 | $53.4M | 443,847 | -10,795-2.43% | Reduce |
 CUMMINS INCCMI |
| 0.55% | 0.47% | $55.4M | 77,640 | $41.9M | 77,830 | -190-0.24% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.53% | 0.76% | $53.6M | 459,843 | $68.6M | 468,833 | -8,990-1.92% | Reduce |
 EATON CORP PLCETN |
| 0.53% | 0.5% | $53.2M | 124,947 | $45.1M | 126,074 | -1,127-0.89% | Reduce |
 NETFLIX INCNFLX |
| 0.51% | 0.77% | $52.0M | 728,336 | $69.5M | 722,404 | +5,932+0.82% | Add |
 CHEVRON CORPORATIONCVX |
| 0.51% | 0.72% | $51.6M | 311,376 | $65.0M | 314,061 | -2,685-0.85% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.51% | 0.55% | $51.3M | 374,864 | $49.2M | 375,472 | -608-0.16% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.48% | 0.5% | $48.4M | 146,370 | $44.8M | 147,218 | -848-0.58% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.47% | 0.51% | $47.1M | 118,560 | $45.4M | 98,570 | +19,990+20.28% | Add |
 DEERE & CODE |
| 0.45% | 0.45% | $45.4M | 71,614 | $40.6M | 72,161 | -547-0.76% | Reduce |
 AFLAC INC COMAFL |
| 0.43% | 0.46% | $44.0M | 375,411 | $41.7M | 380,217 | -4,806-1.26% | Reduce |
 ORACLE CORPORCL |
| 0.43% | 0.48% | $44.0M | 300,339 | $42.8M | 291,048 | +9,291+3.19% | Add |
 ANALOG DEVICES INC COMADI |
| 0.43% | 0.4% | $44.0M | 110,760 | $35.6M | 111,868 | -1,108-0.99% | Reduce |
 WASTE MGMT INC DELWM |
| 0.42% | 0.5% | $42.9M | 192,506 | $44.6M | 193,999 | -1,493-0.77% | Reduce |
 AMGEN INC COMAMGN |
| 0.42% | 0.46% | $42.5M | 117,268 | $41.3M | 117,480 | -212-0.18% | Reduce |
 CORNING INCGLW |
| 0.42% | 0.39% | $42.1M | 164,937 | $35.3M | 259,762 | -94,825-36.50% | Reduce |
