 NVIDIA CORPORATIONNVDA |
| 15.06% | 14.7% | $52.1M | 239,476 | $43.5M | 249,161 | -9,685-3.89% | Reduce |
 APPLE INCAAPL |
| 10.8% | 11.05% | $37.3M | 122,461 | $32.7M | 128,757 | -6,296-4.89% | Reduce |
 BROADCOM INCAVGO |
| 5.63% | 5.17% | $19.5M | 46,762 | $15.3M | 49,378 | -2,616-5.30% | Reduce |
 MICROSOFT CORPMSFT |
| 3.8% | 3.4% | $13.1M | 26,055 | $10.0M | 27,135 | -1,080-3.98% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.95% | 2.99% | $10.2M | 24,184 | $8.8M | 26,059 | -1,875-7.20% | Reduce |
 FORTINET INCFTNT |
| 2.86% | 1.79% | $9.9M | 61,115 | $5.3M | 64,835 | -3,720-5.74% | Reduce |
 ASML HLDG NVASML |
| 2.34% | 2.18% | $8.1M | 4,493 | $6.5M | 4,886 | -393-8.04% | Reduce |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 2.18% | 2.16% | $7.5M | 74,150 | $6.4M | 78,340 | -4,190-5.35% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.09% | 0.97% | $7.2M | 16,361 | $2.9M | 17,551 | -1,190-6.78% | Reduce |
 CORNING INCGLW |
| 1.9% | 2.05% | $6.6M | 41,259 | $6.1M | 44,514 | -3,255-7.31% | Reduce |
 ABBVIE INCABBV |
| 1.75% | 1.85% | $6.1M | 24,207 | $5.5M | 25,204 | -997-3.96% | Reduce |
 SPROUTS FMRS MKT INCSFM |
| 1.49% | 1.67% | $5.1M | 60,865 | $4.9M | 63,850 | -2,985-4.68% | Reduce |
 TJX COS INC NEWTJX |
| 1.43% | 1.74% | $4.9M | 31,650 | $5.1M | 32,194 | -544-1.69% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.42% | 1.83% | $4.9M | 5,207 | $5.4M | 5,425 | -218-4.02% | Reduce |
 MEDPACE HLDGS INCMEDP |
| 1.33% | 1.28% | $4.6M | 7,581 | $3.8M | 7,863 | -282-3.59% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.33% | 1.32% | $4.6M | 11,899 | $3.9M | 12,235 | -336-2.75% | Reduce |
 DOVER CORPDOV |
| 1.2% | 1.44% | $4.2M | 19,910 | $4.2M | 20,375 | -465-2.28% | Reduce |
 VISA INCV |
| 1.17% | 1.19% | $4.1M | 11,169 | $3.5M | 11,649 | -480-4.12% | Reduce |
 AMAZON COM INCAMZN |
| 1.15% | 1.07% | $4.0M | 14,565 | $3.2M | 15,134 | -569-3.76% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.17% | $3.9M | 11,298 | $3.5M | 12,068 | -770-6.38% | Reduce |
 WALMART INCWMT |
| 1.11% | 1.47% | $3.8M | 33,965 | $4.4M | 35,000 | -1,035-2.96% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.08% | 1.08% | $3.7M | 8,333 | $3.2M | 8,871 | -538-6.06% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.07% | 1.08% | $3.7M | 10,785 | $3.2M | 11,303 | -518-4.58% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.06% | 0.78% | $3.7M | 18,465 | $2.3M | 18,737 | -272-1.45% | Reduce |
 BLACKROCK INC COMBLK |
| 1.05% | 1.08% | $3.6M | 3,173 | $3.2M | 3,333 | -160-4.80% | Reduce |
 PACKAGING CORP AMERPKG |
| 1.05% | 1.07% | $3.6M | 14,160 | $3.2M | 14,840 | -680-4.58% | Reduce |
 AMGEN INC COMAMGN |
| 1.03% | 1.07% | $3.6M | 8,625 | $3.1M | 8,950 | -325-3.63% | Reduce |
 SYNOPSYS INCSNPS |
| 1% | 1.15% | $3.5M | 8,454 | $3.4M | 8,594 | -140-1.63% | Reduce |
 EATON CORP PLCETN |
| 0.97% | 0.89% | $3.4M | 7,327 | $2.6M | 7,357 | -30-0.41% | Reduce |
 EQUINIX INCEQIX |
| 0.97% | 1.1% | $3.4M | 3,256 | $3.3M | 3,317 | -61-1.84% | Reduce |
| SSCHWAB USSCHX |
| 0.93% | 0.92% | $3.2M | 105,424 | $2.7M | 105,629 | -205-0.19% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.92% | 0.88% | $3.2M | 5,244 | $2.6M | 5,290 | -46-0.87% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.88% | 0.86% | $3.0M | 8,362 | $2.5M | 8,632 | -270-3.13% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.86% | 0.86% | $3.0M | 6,176 | $2.5M | 6,100 | +76+1.25% | Add |
| IINVESCO QQQ TRVOO |
| 0.79% | 0.74% | $2.7M | 3,817 | $2.2M | 3,815 | +2+0.05% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.75% | 1% | $2.6M | 6,455 | $3.0M | 6,412 | +43+0.67% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.69% | 0.78% | $2.4M | 12,420 | $2.3M | 12,870 | -450-3.50% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.66% | 0.73% | $2.3M | 10,934 | $2.1M | 11,295 | -361-3.20% | Reduce |
| MMKS INC.MKSI |
| 0.65% | 0.63% | $2.3M | 7,670 | $1.9M | 8,105 | -435-5.37% | Reduce |
 ILLINOIS TOOLITW |
| 0.58% | 0.61% | $2.0M | 6,898 | $1.8M | 6,898 | 00.00% | Unchanged |
 TARGET CORP COMTGT |
| 0.57% | 0.54% | $2.0M | 12,870 | $1.6M | 13,150 | -280-2.13% | Reduce |
 CME GROUP INCCME |
| 0.52% | 0.7% | $1.8M | 6,913 | $2.1M | 6,978 | -65-0.93% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.49% | 0.53% | $1.7M | 8,854 | $1.6M | 9,065 | -211-2.33% | Reduce |
 COCA COLA COKO |
| 0.49% | 0.54% | $1.7M | 19,557 | $1.6M | 20,760 | -1,203-5.79% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.47% | 0.48% | $1.6M | 2,121 | $1.4M | 2,182 | -61-2.80% | Reduce |
| IISHARES TRIXN |
| 0.46% | 0.45% | $1.6M | 11,332 | $1.3M | 13,365 | -2,033-15.21% | Reduce |
 LOWES COS INC COMLOW |
| 0.4% | 0.5% | $1.4M | 6,270 | $1.5M | 6,270 | 00.00% | Unchanged |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.4% | 0.41% | $1.4M | 5,631 | $1.2M | 5,677 | -46-0.81% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.37% | 0.42% | $1.3M | 4,871 | $1.2M | 5,035 | -164-3.26% | Reduce |
| IISHARES TRIJK |
| 0.34% | 0.36% | $1.2M | 10,082 | $1.1M | 10,486 | -404-3.85% | Reduce |
