 NVIDIA CORPORATIONNVDA |
| 6.81% | 7.16% | $13.03B | 65.1M | $12.44B | 71.3M | -6.2M-8.70% | Reduce |
 APPLE INCAAPL |
| 6.26% | 6.3% | $11.98B | 41.4M | $10.95B | 43.1M | -1.7M-4.00% | Reduce |
 MICROSOFT CORPMSFT |
| 3.88% | 4.41% | $7.42B | 19.9M | $7.67B | 20.7M | -825,160-3.98% | Reduce |
 AMAZON COM INCAMZN |
| 3.4% | 3.38% | $6.51B | 27.3M | $5.88B | 28.2M | -937,300-3.32% | Reduce |
 ALPHABET INCGOOGL |
| 3.07% | 2.83% | $5.87B | 16.4M | $4.91B | 17.1M | -659,040-3.86% | Reduce |
 BROADCOM INCAVGO |
| 2.5% | 2.35% | $4.79B | 12.7M | $4.09B | 13.2M | -532,520-4.03% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.41% | 2.36% | $4.61B | 13.0M | $4.10B | 14.3M | -1.2M-8.71% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.92% | 0.64% | $3.67B | 3.2M | $1.12B | 3.3M | -122,360-3.70% | Reduce |
 META PLATFORMS INCMETA |
| 1.82% | 2.1% | $3.49B | 6.2M | $3.66B | 6.4M | -198,720-3.11% | Reduce |
 TESLA INCTSLA |
| 1.74% | 1.77% | $3.34B | 7.9M | $3.08B | 8.3M | -358,720-4.32% | Reduce |
 ELI LILLY & COLLY |
| 1.42% | 1.25% | $2.72B | 2.3M | $2.17B | 2.4M | -93,160-3.95% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.4% | 0.56% | $2.67B | 4.6M | $972.0M | 4.8M | -179,600-3.76% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.03% | 1.11% | $1.96B | 3.9M | $1.93B | 4.0M | -114,360-2.83% | Reduce |
 INTEL CORPINTC |
| 0.9% | 0.34% | $1.73B | 12.4M | $585.3M | 13.3M | -871,900-6.57% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.9% | 0.99% | $1.73B | 6.8M | $1.73B | 7.1M | -277,300-3.92% | Reduce |
 VISA INCV |
| 0.85% | 0.86% | $1.63B | 4.7M | $1.50B | 4.9M | -205,920-4.16% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.85% | 0.46% | $1.62B | 2.2M | $795.4M | 2.3M | -88,720-3.81% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.84% | 1.21% | $1.60B | 11.7M | $2.10B | 12.4M | -653,100-5.28% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.45% | $1.53B | 3.5M | $787.6M | 3.7M | -164,200-4.45% | Reduce |
 WALMART INCWMT |
| 0.73% | 0.92% | $1.40B | 12.4M | $1.60B | 12.9M | -497,500-3.87% | Reduce |
 CATERPILLAR INCCAT |
| 0.73% | 0.56% | $1.40B | 1.3M | $973.0M | 1.4M | -61,040-4.44% | Reduce |
 CISCO SYS INCCSCO |
| 0.68% | 0.52% | $1.31B | 11.1M | $899.7M | 11.6M | -455,000-3.92% | Reduce |
 ABBVIE INCABBV |
| 0.66% | 0.65% | $1.26B | 5.0M | $1.13B | 5.2M | -198,100-3.82% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.62% | 0.71% | $1.19B | 2.3M | $1.24B | 2.5M | -175,360-7.06% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.75% | $1.17B | 1.3M | $1.30B | 1.3M | -51,360-3.94% | Reduce |
 KLA CORPKLAC |
| 0.58% | 0.33% | $1.12B | 3.7M | $567.8M | 385,600 | +3.3M+858.74% | Add |
 ASTRAZENECA PLCAZN |
| 0.58% | 0.69% | $1.11B | 5.9M | $1.20B | 6.2M | -240,351-3.89% | Reduce |
 GE AEROSPACEGE |
| 0.58% | 0.51% | $1.10B | 2.9M | $878.4M | 3.1M | -148,680-4.80% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.41% | $1.06B | 2.6M | $719.3M | 2.7M | -98,400-3.70% | Reduce |
 HOME DEPOT INCHD |
| 0.52% | 0.55% | $990.7M | 2.8M | $960.9M | 2.9M | -112,400-3.85% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.5% | 0.57% | $961.2M | 6.6M | $990.5M | 6.9M | -303,200-4.42% | Reduce |
 MERCK & CO INCMRK |
| 0.47% | 0.5% | $896.1M | 7.0M | $876.2M | 7.3M | -310,900-4.27% | Reduce |
 GE VERNOVA INCGEV |
| 0.47% | 0.4% | $893.2M | 760,245 | $695.0M | 796,245 | -36,000-4.52% | Reduce |
 COCA COLA COKO |
| 0.46% | 0.52% | $887.9M | 10.9M | $912.1M | 12.0M | -1.1M-8.90% | Reduce |
 NETFLIX INCNFLX |
| 0.44% | 0.69% | $848.0M | 11.9M | $1.20B | 12.4M | -559,200-4.50% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.42% | 0.43% | $795.3M | 4.4M | $755.3M | 4.6M | -172,500-3.78% | Reduce |
 PALO ALTOPANW |
| 0.41% | 0.22% | $780.0M | 2.3M | $380.2M | 2.4M | -84,300-3.55% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.4% | 0.3% | $765.4M | 2.6M | $517.7M | 2.7M | -98,700-3.70% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.39% | 0.38% | $744.0M | 2.6M | $664.9M | 2.7M | -97,500-3.55% | Reduce |
 RTX CORPORATIONRTX |
| 0.38% | 0.44% | $720.2M | 3.8M | $759.0M | 3.9M | -138,700-3.52% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.37% | 0.56% | $716.6M | 6.1M | $980.7M | 6.7M | -561,500-8.38% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.37% | 0.14% | $716.3M | 2.4M | $246.5M | 2.5M | -84,300-3.39% | Reduce |
 ORACLE CORPORCL |
| 0.37% | 0.43% | $713.3M | 4.9M | $744.3M | 5.1M | -192,200-3.80% | Reduce |
 LINDE PLCLIN |
| 0.35% | 0.39% | $678.2M | 1.3M | $679.4M | 1.4M | -63,400-4.63% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.35% | 0.1% | $662.7M | 291,462 | $176.2M | 277,402 | +14,060+5.07% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.33% | 0.16% | $623.4M | 975,987 | $271.4M | 1.0M | -27,320-2.72% | Reduce |
 AMPHENOL CORPAPH |
| 0.32% | 0.26% | $611.4M | 3.5M | $453.9M | 3.6M | -124,800-3.47% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.31% | 0.14% | $594.5M | 616,040 | $250.5M | 639,400 | -23,360-3.65% | Reduce |
 CORNING INCGLW |
| 0.3% | 0.19% | $572.4M | 2.2M | $325.0M | 2.4M | -149,500-6.25% | Reduce |
| QQUALCOMM INCQCOM |
| 0.29% | 0.23% | $556.1M | 3.0M | $401.8M | 3.1M | -110,300-3.54% | Reduce |
