 ADVANCED MICRO DEVICES INCAMD |
| 25.46% | 7.88% | $529.3M | 911,000 | $196.3M | 965,029 | -54,029-5.60% | Reduce |
 TESLA INCTSLA |
| 23.81% | 23.98% | $494.9M | 1.3M | $597.3M | 1.6M | -275,451-17.14% | Reduce |
| AAlphabet Inc Class CGOOG |
| 14.5% | 14.45% | $301.5M | 1.1M | $359.9M | 1.3M | -203,418-16.21% | Reduce |
 META PLATFORMS INCMETA |
| 14.03% | 14.78% | $291.6M | 509,700 | $368.1M | 643,367 | -133,667-20.78% | Reduce |
 AMAZON COM INCAMZN |
| 8.13% | 7.19% | $169.0M | 811,300 | $179.2M | 860,346 | -49,046-5.70% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 7.62% | 6.39% | $158.4M | 1.1M | $159.2M | 1.1M | -5,300-0.49% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.82% | 14.48% | $17.0M | 97,400 | $360.7M | 2.1M | -2.0M-95.29% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.79% | 1.31% | $16.3M | 28,300 | $32.7M | 56,600 | -28,300-50.00% | Reduce |
 ALPHABET INCGOOGL |
| 0.52% | 4.31% | $10.8M | 37,700 | $107.3M | 373,310 | -335,610-89.90% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.48% | 0.73% | $10.0M | 59,074 | $18.1M | 106,974 | -47,900-44.78% | Reduce |
 APPLE INCAAPL |
| 0.47% | 0.4% | $9.9M | 38,900 | $9.9M | 38,900 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.21% | 0.17% | $4.3M | 11,600 | $4.3M | 11,600 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.2% | 0.31% | $4.2M | 20,328 | $7.7M | 37,328 | -17,000-45.54% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.15% | 0.22% | $3.0M | 60,592 | $5.5M | 109,592 | -49,000-44.71% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.14% | 0.06% | $3.0M | 2,600 | $1.4M | 4,076 | -1,476-36.21% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.13% | 0.11% | $2.7M | 3,700 | $2.8M | 8,156 | -4,456-54.63% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.11% | 0.1% | $2.4M | 8,100 | $2.4M | 8,100 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.11% | 0.23% | $2.3M | 9,500 | $5.7M | 23,276 | -13,776-59.19% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.11% | 0.09% | $2.3M | 4,800 | $2.3M | 4,800 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.11% | 0.09% | $2.3M | 15,900 | $2.3M | 15,900 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.1% | 0.08% | $2.0M | 41,800 | $2.0M | 41,800 | 00.00% | Unchanged |
 CONOCOPHILLIPSCOP |
| 0.1% | 0.14% | $2.0M | 15,315 | $3.6M | 27,115 | -11,800-43.52% | Reduce |
 NETFLIX INCNFLX |
| 0.09% | 0.21% | $1.9M | 20,200 | $5.1M | 53,184 | -32,984-62.02% | Reduce |
 VISA INCV |
| 0.09% | 0.08% | $1.9M | 6,400 | $1.9M | 6,400 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.08% | 0.07% | $1.7M | 6,300 | $1.7M | 6,300 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.07% | 0.06% | $1.5M | 5,000 | $1.5M | 5,000 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.07% | 0.13% | $1.5M | 1,500 | $3.1M | 3,130 | -1,630-52.08% | Reduce |
| AAT&T INCT |
| 0.07% | 0.13% | $1.4M | 48,100 | $3.2M | 111,748 | -63,648-56.96% | Reduce |
 LINDE PLCLIN |
| 0.06% | 0.08% | $1.3M | 2,598 | $2.0M | 4,098 | -1,500-36.60% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.06% | 0.05% | $1.2M | 14,600 | $1.2M | 14,600 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.06% | 0.11% | $1.2M | 9,600 | $2.8M | 23,315 | -13,715-58.82% | Reduce |
 GE AEROSPACEGE |
| 0.05% | 0.05% | $1.1M | 4,000 | $1.1M | 4,000 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.05% | 0.04% | $1.1M | 4,600 | $1.1M | 4,600 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 0.05% | 0.04% | $1.1M | 6,600 | $1.1M | 6,600 | 00.00% | Unchanged |
 MEDTRONIC PLCMDT |
| 0.05% | 0.04% | $1.1M | 12,400 | $1.1M | 12,400 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.05% | 0.04% | $983,060 | 2,000 | $983,060 | 2,000 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.05% | 0.04% | $965,098 | 9,400 | $965,098 | 9,400 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.04% | 0.03% | $855,114 | 2,600 | $855,114 | 2,600 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.04% | 0.03% | $799,456 | 1,600 | $799,456 | 1,600 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.04% | 0.08% | $779,306 | 1,100 | $1.9M | 2,698 | -1,598-59.23% | Reduce |
 LOWES COS INC COMLOW |
| 0.04% | 0.03% | $756,096 | 3,200 | $756,096 | 3,200 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.03% | 0.07% | $698,320 | 800 | $1.7M | 1,940 | -1,140-58.76% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.03% | 0.03% | $690,039 | 2,100 | $690,039 | 2,100 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.03% | 0.04% | $675,033 | 8,700 | $938,839 | 12,100 | -3,400-28.10% | Reduce |
 ELI LILLY & COLLY |
| 0.03% | 0.03% | $643,839 | 700 | $643,839 | 700 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 0.03% | 0.03% | $635,208 | 2,100 | $725,952 | 2,400 | -300-12.50% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.03% | 0.04% | $607,600 | 4,900 | $971,621 | 4,900 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 0.03% | 0.02% | $595,476 | 1,400 | $595,476 | 1,400 | 00.00% | Unchanged |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.03% | 0.02% | $583,575 | 9,300 | $583,575 | 9,300 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.03% | 0.02% | $565,474 | 2,600 | $565,474 | 2,600 | 00.00% | Unchanged |
