 MICROSOFT CORPMSFT |
| 5.56% | 20.47% | $377.9M | 1.0M | $1.47B | 1.0M | -8,452-0.83% | Reduce |
 ALPHABET INCGOOGL |
| 5.5% | 4.24% | $373.8M | 1.1M | $304.9M | 1.2M | -95,899-8.19% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.48% | 4.54% | $372.6M | 2.0M | $326.4M | 2.0M | -16,373-0.83% | Reduce |
 APPLE INCAAPL |
| 5.29% | 3.9% | $359.5M | 1.3M | $280.6M | 1.1M | +142,391+12.53% | Add |
 AMAZON COM INCAMZN |
| 4.28% | 3.36% | $291.2M | 1.3M | $241.4M | 1.3M | -17,667-1.32% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.44% | 2.63% | $233.5M | 550,730 | $189.2M | 623,842 | -73,112-11.72% | Reduce |
 BROADCOM INCAVGO |
| 3.38% | 2.76% | $229.9M | 596,412 | $198.2M | 648,497 | -52,085-8.03% | Reduce |
 VISA INCV |
| 2.76% | 2.16% | $187.3M | 535,972 | $155.7M | 511,436 | +24,536+4.80% | Add |
 JPMORGAN CHASE & COJPM |
| 2.65% | 2.11% | $180.3M | 570,073 | $152.0M | 564,212 | +5,861+1.04% | Add |
 META PLATFORMS INCMETA |
| 2.42% | 2.13% | $164.7M | 286,906 | $153.1M | 275,337 | +11,569+4.20% | Add |
| AAlphabet Inc Class CGOOG |
| 2.27% | 1.99% | $154.2M | 481,556 | $143.2M | 560,705 | -79,149-14.12% | Reduce |
 ELI LILLY & COLLY |
| 1.9% | 1.27% | $129.4M | 104,844 | $91.0M | 101,232 | +3,612+3.57% | Add |
 APPLIED MATLS INCAMAT |
| 1.75% | 3.12% | $118.9M | 164,416 | $224.7M | 156,795 | +7,621+4.86% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.72% | 1.09% | $116.6M | 125,190 | $78.3M | 101,591 | +23,599+23.23% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.55% | 0.57% | $105.1M | 98,712 | $40.7M | 128,042 | -29,330-22.91% | Reduce |
 QUANTA SVCS INCPWR |
| 1.43% | 0.88% | $97.4M | 140,151 | $63.1M | 116,819 | +23,332+19.97% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.3% | 0.89% | $88.2M | 1.0M | $63.7M | 710,589 | +310,078+43.64% | Add |
 COCA COLA COKO |
| 1.29% | 0.66% | $87.4M | 945,708 | $47.2M | 515,428 | +430,280+83.48% | Add |
 ABBVIE INCABBV |
| 1.27% | 1.01% | $86.2M | 370,591 | $73.0M | 375,984 | -5,393-1.43% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.16% | 0.86% | $79.0M | 81,331 | $61.8M | 66,590 | +14,741+22.14% | Add |
 WALMART INCWMT |
| 1.1% | 0.74% | $75.0M | 615,489 | $53.5M | 384,034 | +231,455+60.27% | Add |
 CATERPILLAR INCCAT |
| 1.06% | 0.52% | $72.3M | 65,464 | $37.3M | 53,048 | +12,416+23.41% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.02% | 0.31% | $69.1M | 144,908 | $22.3M | 124,057 | +20,851+16.81% | Add |
 NETFLIX INCNFLX |
| 1% | 1.02% | $68.1M | 921,288 | $73.7M | 784,000 | +137,288+17.51% | Add |
 PALO ALTOPANW |
| 0.95% | 0.66% | $64.9M | 212,784 | $47.1M | 335,609 | -122,825-36.60% | Reduce |
 CISCO SYS INCCSCO |
| 0.87% | 1.29% | $59.1M | 505,296 | $92.5M | 567,092 | -61,796-10.90% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.8% | 0.61% | $54.5M | 71,685 | $44.1M | 68,964 | +2,721+3.95% | Add |
 REPUBLIC SVCS INCRSG |
| 0.69% | 0.71% | $46.9M | 222,563 | $50.9M | 234,410 | -11,847-5.05% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.6% | $46.6M | 140,660 | $43.2M | 137,531 | +3,129+2.28% | Add |
 MCKESSON CORP COMMCK |
| 0.66% | 0.46% | $45.1M | 66,968 | $32.9M | 40,184 | +26,784+66.65% | Add |
 CHEVRON CORPORATIONCVX |
| 0.64% | 0.97% | $43.3M | 257,842 | $69.8M | 346,435 | -88,593-25.57% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.64% | 0.35% | $43.2M | 252,622 | $25.2M | 6,609 | +246,013+3,722.39% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.58% | 0.46% | $39.5M | 167,023 | $33.0M | 224,795 | -57,772-25.70% | Reduce |
| SSPDR GOLD TRGLD |
| 0.58% | 0.35% | $39.2M | 107,498 | $25.0M | 61,123 | +46,375+75.87% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.57% | 0.59% | $38.8M | 34,607 | $42.2M | 36,190 | -1,583-4.37% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.51% | $38.5M | 63,175 | $37.0M | 62,232 | +943+1.52% | Add |
 UNION PAC CORPUNP |
| 0.55% | 0.49% | $37.6M | 116,328 | $35.5M | 121,589 | -5,261-4.33% | Reduce |
 ENTERGY CORP NEWETR |
| 0.53% | 0.32% | $36.0M | 319,579 | $22.8M | 205,109 | +114,470+55.81% | Add |
 AUTOZONE INCAZO |
| 0.51% | 0.53% | $34.9M | 11,310 | $38.1M | 12,144 | -834-6.87% | Reduce |
 ORACLE CORPORCL |
| 0.51% | 0.76% | $34.8M | 236,753 | $54.7M | 133,744 | +103,009+77.02% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.48% | 0.45% | $32.4M | 589,334 | $32.1M | 569,583 | +19,751+3.47% | Add |
| NNASDAQ INCNDAQ |
| 0.45% | 0.48% | $30.5M | 416,154 | $34.2M | 447,159 | -31,005-6.93% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.44% | 0.43% | $30.0M | 63,272 | $30.9M | 65,352 | -2,080-3.18% | Reduce |
 RTX CORPORATIONRTX |
| 0.43% | 0.45% | $29.5M | 162,720 | $32.4M | 185,742 | -23,022-12.39% | Reduce |
 ECOLAB INCECL |
| 0.42% | 0.41% | $28.6M | 104,394 | $29.5M | 116,879 | -12,485-10.68% | Reduce |
 MCDONALDS CORPMCD |
| 0.39% | 0.45% | $26.4M | 90,971 | $32.6M | 105,498 | -14,527-13.77% | Reduce |
 CLOUDFLARE INCNET |
| 0.38% | 0.14% | $25.8M | 119,058 | $10.3M | 55,451 | +63,607+114.71% | Add |
| NNRG ENERGY INCNRG |
| 0.37% | 0.22% | $25.2M | 183,839 | $15.9M | 118,691 | +65,148+54.89% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.36% | 0.06% | $24.4M | 69,416 | $4.6M | 18,252 | +51,164+280.32% | Add |
 VERTIV HOLDINGS COVRT |
| 0.36% | 0.48% | $24.2M | 90,982 | $34.4M | 160,365 | -69,383-43.27% | Reduce |
