 NVIDIA CORPORATIONNVDA |
| 3.77% | 3.69% | $7.68B | 38.4M | $6.91B | 39.6M | -1.2M-3.01% | Reduce |
 APPLE INCAAPL |
| 3.05% | 2.89% | $6.21B | 21.5M | $5.42B | 21.3M | +108,849+0.51% | Add |
 MICROSOFT CORPMSFT |
| 2.52% | 2.97% | $5.13B | 13.7M | $5.56B | 15.0M | -1.3M-8.50% | Reduce |
 AMAZON COM INCAMZN |
| 2% | 2.13% | $4.07B | 17.1M | $3.99B | 19.1M | -2.1M-10.78% | Reduce |
 ALPHABET INCGOOGL |
| 1.82% | 1.71% | $3.70B | 10.4M | $3.19B | 11.1M | -748,823-6.74% | Reduce |
 BROADCOM INCAVGO |
| 1.62% | 1.44% | $3.30B | 8.7M | $2.70B | 8.7M | +3,408+0.04% | Add |
| AAlphabet Inc Class CGOOG |
| 1.24% | 1.1% | $2.53B | 7.2M | $2.06B | 7.2M | -10,165-0.14% | Reduce |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 1.18% | 1.04% | $2.39B | 32.3M | $1.94B | 30.2M | +2.1M+7.11% | Add |
 BROOKFIELD CORPBN |
| 1.15% | 1.38% | $2.34B | 55.1M | $2.58B | 63.8M | -8.8M-13.73% | Reduce |
 META PLATFORMS INCMETA |
| 1.12% | 1.27% | $2.29B | 4.1M | $2.38B | 4.2M | -84,957-2.05% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 1.12% | 1.25% | $2.28B | 1.7M | $2.33B | 2.0M | -304,655-15.13% | Reduce |
 WELLTOWER INC COMWELL |
| 1.09% | 1.01% | $2.23B | 9.8M | $1.90B | 9.6M | +207,966+2.16% | Add |
 HEICO CORP NEWHEI |
| 0.98% | <0.01% | $1.99B | 7.7M | $521,802 | 1,903 | +7.7M+404,934.73% | Add |
 EQUINIX INCEQIX |
| 0.97% | 1.04% | $1.98B | 1.9M | $1.94B | 2.0M | -78,450-3.96% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.95% | 0.28% | $1.93B | 1.7M | $531.4M | 1.6M | +101,984+6.48% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.95% | 1.07% | $1.93B | 5.8M | $2.01B | 6.6M | -766,658-11.61% | Reduce |
 LIVE NATION ENTERTAINMENT INLYV |
| 0.9% | 0.9% | $1.83B | 10.0M | $1.69B | 11.1M | -1.1M-10.17% | Reduce |
| IISHARES TRIVV |
| 0.89% | 0.86% | $1.81B | 2.4M | $1.60B | 2.5M | -29,739-1.21% | Reduce |
| KKKR & CO INC COMKKR |
| 0.89% | 0.96% | $1.81B | 19.7M | $1.80B | 19.5M | +169,368+0.87% | Add |
 VULCAN MATLS COVMC |
| 0.79% | 0.97% | $1.61B | 5.5M | $1.81B | 6.6M | -1.2M-17.70% | Reduce |
| PPRINCIPAL EXCHANGE TRADED FDLCAP |
| 0.79% | 0.04% | $1.61B | 48.6M | $84.1M | 2.9M | +45.7M+1,573.48% | Add |
 VISA INCV |
| 0.79% | 0.78% | $1.61B | 4.7M | $1.47B | 4.8M | -155,104-3.20% | Reduce |
 TESLA INCTSLA |
| 0.78% | 0.76% | $1.59B | 3.8M | $1.41B | 3.8M | -22,180-0.58% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.78% | 0.78% | $1.58B | 4.8M | $1.46B | 5.0M | -137,945-2.78% | Reduce |
 ELI LILLY & COLLY |
| 0.74% | 0.6% | $1.51B | 1.3M | $1.13B | 1.2M | +29,020+2.37% | Add |
| PPROLOGIS INC. COMPLD |
| 0.68% | 0.74% | $1.38B | 10.2M | $1.39B | 10.5M | -312,713-2.98% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.68% | 0.71% | $1.38B | 10.2M | $1.34B | 9.9M | +374,086+3.79% | Add |
 TECK RESOURCES LTDTECK |
| 0.67% | 0.61% | $1.37B | 23.0M | $1.14B | 22.0M | +955,949+4.34% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.64% | 0.89% | $1.31B | 14.2M | $1.67B | 18.1M | -3.9M-21.35% | Reduce |
 VENTAS INC COMVTR |
| 0.61% | 0.67% | $1.24B | 14.0M | $1.25B | 15.3M | -1.4M-8.90% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.6% | 0.66% | $1.22B | 2.1M | $1.23B | 2.1M | +22,427+1.07% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.59% | 0.65% | $1.21B | 2.4M | $1.22B | 2.4M | -80,999-3.32% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.59% | 0.61% | $1.20B | 2.4M | $1.15B | 2.4M | +1,650+0.07% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.58% | 0.2% | $1.19B | 2.0M | $378.5M | 1.9M | +180,198+9.68% | Add |
| EENTEGRIS INCENTG |
| 0.53% | 0.37% | $1.07B | 6.0M | $690.0M | 5.9M | +70,448+1.20% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.61% | $1.02B | 1.1M | $1.14B | 1.1M | -48,161-4.22% | Reduce |
 BROWN & BROWN INC COMBRO |
| 0.5% | 0.54% | $1.01B | 15.7M | $1.02B | 15.6M | +113,110+0.72% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.46% | 0.35% | $941.3M | 2.0M | $664.6M | 2.0M | +4,444+0.23% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.46% | 0.55% | $939.3M | 5.7M | $1.02B | 5.9M | -172,153-2.91% | Reduce |
| PPRINCIPAL EXCHANGE TRADED FDPSC |
| 0.44% | 0.38% | $904.7M | 12.9M | $719.1M | 12.5M | +361,007+2.88% | Add |
 VEEVA SYS INCVEEV |
| 0.43% | 0.39% | $883.7M | 5.0M | $727.5M | 4.1M | +837,665+20.23% | Add |
| PPRINCIPAL EXCHANGE TRADED FDPIEQ |
| 0.43% | 0.56% | $880.5M | 24.7M | $1.05B | 31.6M | -6.9M-21.91% | Reduce |
 EXTRA SPACE STORAGE INCEXR |
| 0.43% | 0.45% | $880.1M | 6.1M | $843.2M | 6.4M | -373,139-5.80% | Reduce |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.43% | 0.52% | $867.6M | 23.8M | $974.5M | 27.0M | -3.2M-11.87% | Reduce |
| YYUM CHINA HLDGS INCYUMC |
| 0.42% | 0.59% | $861.2M | 21.1M | $1.11B | 22.6M | -1.5M-6.53% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.42% | 0.44% | $859.4M | 3.4M | $824.2M | 3.4M | +12,334+0.37% | Add |
 HYATT HOTELS CORPH |
| 0.42% | 0.36% | $858.8M | 4.4M | $678.9M | 4.7M | -291,167-6.17% | Reduce |
 SUNCOR ENERGY INC NEWSU |
| 0.42% | 0.62% | $856.4M | 15.9M | $1.17B | 17.7M | -1.8M-9.93% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.41% | 0.21% | $834.1M | 1.9M | $393.1M | 1.8M | +85,089+4.63% | Add |
 EXXON MOBIL CORPXOM |
| 0.4% | 0.55% | $822.1M | 6.0M | $1.03B | 6.1M | -86,958-1.43% | Reduce |
