 APPLE INCAAPL |
| 15% | 14.86% | $80.8M | 279,198 | $72.3M | 285,064 | -5,866-2.06% | Reduce |
 ALPHABET INCGOOGL |
| 13.01% | 11.63% | $70.1M | 196,154 | $56.6M | 196,808 | -654-0.33% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 9.53% | 11.19% | $51.4M | 54,901 | $54.5M | 54,656 | +245+0.45% | Add |
 AMAZON COM INCAMZN |
| 9.35% | 9.29% | $50.3M | 211,241 | $45.2M | 217,199 | -5,958-2.74% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 9.22% | 8.85% | $49.7M | 248,161 | $43.1M | 247,033 | +1,128+0.46% | Add |
| AAlphabet Inc Class CGOOG |
| 5.47% | 4.93% | $29.4M | 83,343 | $24.0M | 83,657 | -314-0.38% | Reduce |
 MICROSOFT CORPMSFT |
| 2.54% | 2.76% | $13.7M | 36,747 | $13.4M | 36,302 | +445+1.23% | Add |
 BROADCOM INCAVGO |
| 1.83% | 1.66% | $9.9M | 26,157 | $8.1M | 26,146 | +11+0.04% | Add |
 WALMART INCWMT |
| 1.28% | 1.57% | $6.9M | 60,818 | $7.6M | 61,306 | -488-0.80% | Reduce |
 NETFLIX INCNFLX |
| 1.26% | 1.92% | $6.8M | 95,339 | $9.4M | 97,293 | -1,954-2.01% | Reduce |
 PALO ALTOPANW |
| 1.25% | 0.7% | $6.7M | 19,724 | $3.4M | 21,220 | -1,496-7.05% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.23% | 0.48% | $6.6M | 11,381 | $2.3M | 11,406 | -25-0.22% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.22% | 1.21% | $6.6M | 20,101 | $5.9M | 20,070 | +31+0.15% | Add |
| DDECKERS OUTDOOR CORPSGVT |
| 1.16% | 1.36% | $6.3M | 62,993 | $6.6M | 66,027 | -3,034-4.60% | Reduce |
 CATERPILLAR INCCAT |
| 1.09% | 0.81% | $5.9M | 5,513 | $4.0M | 5,585 | -72-1.29% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.04% | 1.43% | $5.6M | 48,216 | $7.0M | 47,583 | +633+1.33% | Add |
 VISA INCV |
| 0.93% | 0.95% | $5.0M | 14,606 | $4.6M | 15,331 | -725-4.73% | Reduce |
 GE VERNOVA INCGEV |
| 0.86% | 0.7% | $4.6M | 3,929 | $3.4M | 3,907 | +22+0.56% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.8% | 1.18% | $4.3M | 8,503 | $5.7M | 8,416 | +87+1.03% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.74% | 0.68% | $4.0M | 9,618 | $3.3M | 12,146 | -2,528-20.81% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.73% | 0.94% | $3.9M | 7,691 | $4.6M | 7,611 | +80+1.05% | Add |
 STRYKER CORPORATIONSYK |
| 0.69% | 0.86% | $3.7M | 11,870 | $4.2M | 12,761 | -891-6.98% | Reduce |
| CCITIGROUP INCC |
| 0.61% | 0.55% | $3.3M | 23,485 | $2.7M | 23,442 | +43+0.18% | Add |
 HOME DEPOT INCHD |
| 0.5% | 0.51% | $2.7M | 7,701 | $2.5M | 7,486 | +215+2.87% | Add |
 STARBUCKS CORPSBUX |
| 0.47% | 0.46% | $2.5M | 24,537 | $2.2M | 24,933 | -396-1.59% | Reduce |
 GE AEROSPACEGE |
| 0.46% | 0.39% | $2.5M | 6,662 | $1.9M | 6,661 | +1+0.02% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.45% | 0.33% | $2.4M | 5,076 | $1.6M | 4,723 | +353+7.47% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.44% | 0.47% | $2.4M | 6,674 | $2.3M | 6,674 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.44% | 0.42% | $2.4M | 41,461 | $2.1M | 42,106 | -645-1.53% | Reduce |
 CLOUDFLARE INCNET |
| 0.43% | 0.52% | $2.3M | 9,397 | $2.5M | 12,310 | -2,913-23.66% | Reduce |
 TESLA INCTSLA |
| 0.42% | 0.28% | $2.3M | 5,402 | $1.4M | 3,717 | +1,685+45.33% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.42% | 0.53% | $2.2M | 7,705 | $2.6M | 7,427 | +278+3.74% | Add |
 SALESFORCE INCCRM |
| 0.41% | 0.6% | $2.2M | 14,057 | $2.9M | 15,622 | -1,565-10.02% | Reduce |
 ELI LILLY & COLLY |
| 0.4% | 0.34% | $2.2M | 1,811 | $1.7M | 1,811 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 0.38% | 0.41% | $2.0M | 5,648 | $2.0M | 5,713 | -65-1.14% | Reduce |
 INTEL CORPINTC |
| 0.38% | 0.12% | $2.0M | 14,553 | $602,702 | 13,657 | +896+6.56% | Add |
 EATON CORP PLCETN |
| 0.37% | 0.35% | $2.0M | 4,693 | $1.7M | 4,703 | -10-0.21% | Reduce |
 ILLINOIS TOOLITW |
| 0.37% | 0.41% | $2.0M | 7,317 | $2.0M | 7,666 | -349-4.55% | Reduce |
 MCDONALDS CORPMCD |
| 0.36% | 0.45% | $1.9M | 7,085 | $2.2M | 7,059 | +26+0.37% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.36% | 0.11% | $1.9M | 1,658 | $546,568 | 1,618 | +40+2.47% | Add |
 CINCINNATI FINL CORP COMCINF |
| 0.35% | 0.33% | $1.9M | 10,215 | $1.6M | 10,275 | -60-0.58% | Reduce |
 STARWOOD PPTY TR INCSTWD |
| 0.34% | 0.4% | $1.8M | 112,633 | $1.9M | 112,633 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.34% | 0.26% | $1.8M | 9,824 | $1.3M | 9,751 | +73+0.75% | Add |
 ABBVIE INCABBV |
| 0.33% | 0.31% | $1.8M | 7,024 | $1.5M | 7,000 | +24+0.34% | Add |
 BLACKSTONE INCBX |
| 0.31% | 0.33% | $1.7M | 14,329 | $1.6M | 13,924 | +405+2.91% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.3% | 0.34% | $1.6M | 6,508 | $1.7M | 5,973 | +535+8.96% | Add |
 META PLATFORMS INCMETA |
| 0.3% | 0.33% | $1.6M | 2,840 | $1.6M | 2,849 | -9-0.32% | Reduce |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.29% | 0.31% | $1.6M | 15,654 | $1.5M | 12,715 | +2,939+23.11% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.28% | 0.29% | $1.5M | 8,405 | $1.4M | 8,396 | +9+0.11% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.28% | 0.3% | $1.5M | 2,920 | $1.5M | 2,918 | +2+0.07% | Add |
