| OOMADA HEALTH INC COMOMDA |
| 10% | 6.78% | $75.6M | 3.4M | $43.3M | 3.4M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 5.83% | 6.12% | $44.1M | 220,305 | $39.1M | 224,447 | -4,142-1.85% | Reduce |
 APPLE INCAAPL |
| 5.24% | 5.47% | $39.7M | 137,044 | $35.0M | 137,777 | -733-0.53% | Reduce |
| IISHARES TRITOT |
| 4.12% | 4.68% | $31.1M | 189,462 | $29.9M | 209,887 | -20,425-9.73% | Reduce |
 MICROSOFT CORPMSFT |
| 3.44% | 4.07% | $26.0M | 69,700 | $26.0M | 70,193 | -493-0.70% | Reduce |
 AMAZON COM INCAMZN |
| 2.89% | 2.98% | $21.9M | 91,688 | $19.1M | 91,482 | +206+0.23% | Add |
 ALPHABET INCGOOGL |
| 2.61% | 2.49% | $19.7M | 55,156 | $15.9M | 55,380 | -224-0.40% | Reduce |
 BROADCOM INCAVGO |
| 2.19% | 2.12% | $16.5M | 43,785 | $13.6M | 43,866 | -81-0.18% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.1% | 2.04% | $15.9M | 44,871 | $13.0M | 45,359 | -488-1.08% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.63% | 0.56% | $12.3M | 10,661 | $3.6M | 10,662 | -1-0.01% | Reduce |
 META PLATFORMS INCMETA |
| 1.55% | 1.86% | $11.7M | 20,777 | $11.9M | 20,807 | -30-0.14% | Reduce |
 TESLA INCTSLA |
| 1.53% | 1.57% | $11.5M | 27,449 | $10.0M | 26,908 | +541+2.01% | Add |
 ELI LILLY & COLLY |
| 1.2% | 1.1% | $9.1M | 7,550 | $7.0M | 7,641 | -91-1.19% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.18% | 0.49% | $8.9M | 15,365 | $3.1M | 15,375 | -10-0.07% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.12% | 1.27% | $8.5M | 16,933 | $8.1M | 16,918 | +15+0.09% | Add |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.19% | $8.3M | 25,303 | $7.6M | 25,896 | -593-2.29% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.88% | $5.8M | 22,771 | $5.6M | 22,946 | -175-0.76% | Reduce |
 INTEL CORPINTC |
| 0.76% | 0.29% | $5.8M | 41,413 | $1.9M | 42,201 | -788-1.87% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.71% | 0.4% | $5.4M | 7,476 | $2.6M | 7,560 | -84-1.11% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.71% | 1.07% | $5.4M | 39,324 | $6.8M | 40,262 | -938-2.33% | Reduce |
 VISA INCV |
| 0.71% | 0.76% | $5.4M | 15,623 | $4.8M | 16,039 | -416-2.59% | Reduce |
 ROYAL BK CDA COMRY |
| 0.69% | 0.63% | $5.2M | 25,240 | $4.0M | 24,827 | +413+1.66% | Add |
 LAM RESEARCH CORPLRCX |
| 0.67% | 0.4% | $5.1M | 11,768 | $2.6M | 11,961 | -193-1.61% | Reduce |
 WALMART INCWMT |
| 0.62% | 0.81% | $4.7M | 41,567 | $5.2M | 41,530 | +37+0.09% | Add |
 CATERPILLAR INCCAT |
| 0.61% | 0.49% | $4.6M | 4,316 | $3.1M | 4,419 | -103-2.33% | Reduce |
 CISCO SYS INCCSCO |
| 0.58% | 0.46% | $4.4M | 37,286 | $2.9M | 37,987 | -701-1.85% | Reduce |
 ABBVIE INCABBV |
| 0.56% | 0.57% | $4.2M | 16,771 | $3.7M | 16,876 | -105-0.62% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.66% | $3.9M | 4,193 | $4.2M | 4,232 | -39-0.92% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.6% | $3.9M | 7,628 | $3.9M | 7,725 | -97-1.26% | Reduce |
 KLA CORPKLAC |
| 0.49% | 0.29% | $3.7M | 12,354 | $1.9M | 1,258 | +11,096+882.03% | Add |
 GE AEROSPACEGE |
| 0.48% | 0.44% | $3.6M | 9,724 | $2.8M | 9,932 | -208-2.09% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.48% | $3.6M | 62,517 | $3.1M | 62,904 | -387-0.62% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.47% | 0.37% | $3.6M | 8,559 | $2.3M | 8,665 | -106-1.22% | Reduce |
 HOME DEPOT INCHD |
| 0.44% | 0.49% | $3.3M | 9,357 | $3.1M | 9,476 | -119-1.26% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.43% | 0.5% | $3.2M | 22,005 | $3.2M | 22,337 | -332-1.49% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.41% | 0.14% | $3.1M | 1,376 | $866,000 | 1,363 | +13+0.95% | Add |
 MERCK & CO INCMRK |
| 0.4% | 0.45% | $3.0M | 23,473 | $2.8M | 23,676 | -203-0.86% | Reduce |
 GE VERNOVA INCGEV |
| 0.4% | 0.35% | $3.0M | 2,552 | $2.3M | 2,579 | -27-1.05% | Reduce |
 COCA COLA COKO |
| 0.39% | 0.44% | $3.0M | 36,716 | $2.8M | 37,333 | -617-1.65% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.38% | 0.58% | $2.9M | 17,471 | $3.7M | 17,908 | -437-2.44% | Reduce |
 UBS GROUP AGUBS |
| 0.38% | 0.34% | $2.8M | 57,440 | $2.2M | 56,287 | +1,153+2.05% | Add |
 NETFLIX INCNFLX |
| 0.38% | 0.61% | $2.8M | 39,719 | $3.9M | 40,392 | -673-1.67% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.37% | 0.37% | $2.8M | 2,738 | $2.4M | 2,807 | -69-2.46% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.35% | 0.38% | $2.7M | 14,735 | $2.5M | 14,856 | -121-0.81% | Reduce |
 PALO ALTOPANW |
| 0.34% | 0.19% | $2.6M | 7,634 | $1.2M | 7,634 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 0.34% | 0.26% | $2.6M | 8,574 | $1.7M | 8,648 | -74-0.86% | Reduce |
 SHOPIFY INCSHOP |
| 0.34% | 0.4% | $2.5M | 22,197 | $2.6M | 21,819 | +378+1.73% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.33% | 0.34% | $2.5M | 8,857 | $2.2M | 8,868 | -11-0.12% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.32% | 0.13% | $2.4M | 8,206 | $804,000 | 8,122 | +84+1.03% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.32% | 0.48% | $2.4M | 20,853 | $3.1M | 20,968 | -115-0.55% | Reduce |
