 NVIDIA CORPORATIONNVDA |
| 7.73% | 7.88% | $21.4M | 107,005 | $18.6M | 106,605 | +400+0.38% | Add |
 APPLE INCAAPL |
| 5.84% | 5.96% | $16.2M | 55,865 | $14.1M | 55,385 | +480+0.87% | Add |
| CCATALYST PHARMACEUTICALS INC |
| 4.76% | 4.45% | $13.2M | 419,181 | $10.5M | 424,581 | -5,400-1.27% | Reduce |
| MMASTEC INCMTZ |
| 2.94% | 2.76% | $8.1M | 19,569 | $6.5M | 20,269 | -700-3.45% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.89% | 4.15% | $8.0M | 68,613 | $9.8M | 66,998 | +1,615+2.41% | Add |
 CATERPILLAR INCCAT |
| 2.79% | 2.18% | $7.7M | 7,250 | $5.1M | 7,250 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 2.59% | 2.7% | $7.2M | 21,894 | $6.4M | 21,694 | +200+0.92% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.5% | 1% | $6.9M | 6,001 | $2.4M | 7,016 | -1,015-14.47% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.17% | 1.8% | $6.0M | 16,982 | $4.3M | 14,817 | +2,165+14.61% | Add |
 HOME DEPOT INCHD |
| 2.02% | 2.21% | $5.6M | 15,839 | $5.2M | 15,894 | -55-0.35% | Reduce |
 AMAZON COM INCAMZN |
| 1.99% | 1.99% | $5.5M | 23,086 | $4.7M | 22,506 | +580+2.58% | Add |
| BBANK OF AMER CORPBAC |
| 1.87% | 1.88% | $5.2M | 90,951 | $4.4M | 90,951 | 00.00% | Unchanged |
| IISHARES TRIVW |
| 1.74% | 1.68% | $4.8M | 35,000 | $4.0M | 35,000 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 1.57% | 1.31% | $4.3M | 3,700 | $3.1M | 3,532 | +168+4.76% | Add |
 MICROSOFT CORPMSFT |
| 1.53% | 1.83% | $4.2M | 11,336 | $4.3M | 11,698 | -362-3.09% | Reduce |
 WALMART INCWMT |
| 1.43% | 1.83% | $4.0M | 34,974 | $4.3M | 34,759 | +215+0.62% | Add |
 VISA INCV |
| 1.4% | 1.43% | $3.9M | 11,290 | $3.4M | 11,146 | +144+1.29% | Add |
 MCDONALDS CORPMCD |
| 1.32% | 1.72% | $3.7M | 13,551 | $4.1M | 13,051 | +500+3.83% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.32% | 0.59% | $3.6M | 8,445 | $1.4M | 8,445 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.27% | 1.2% | $3.5M | 9,852 | $2.8M | 9,852 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 1.22% | 1.08% | $3.4M | 2,805 | $2.5M | 2,761 | +44+1.59% | Add |
 COCA COLA COKO |
| 1.21% | 1.34% | $3.4M | 41,261 | $3.2M | 41,461 | -200-0.48% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.2% | 1.75% | $3.3M | 19,987 | $4.1M | 19,987 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.13% | 1.27% | $3.1M | 12,302 | $3.0M | 12,302 | 00.00% | Unchanged |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.13% | 0.87% | $3.1M | 12,467 | $2.0M | 10,342 | +2,125+20.55% | Add |
| IISHARES S&PIVE |
| 1.09% | 1.19% | $3.0M | 13,330 | $2.8M | 13,330 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.04% | 1.2% | $2.9M | 19,671 | $2.8M | 19,646 | +25+0.13% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.02% | 1.16% | $2.8M | 5,474 | $2.7M | 5,474 | 00.00% | Unchanged |
 BOEING COBA |
| 0.92% | 1% | $2.6M | 11,788 | $2.4M | 11,808 | -20-0.17% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.88% | 0.84% | $2.4M | 19,192 | $2.0M | 19,342 | -150-0.78% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.85% | 1.02% | $2.4M | 11,035 | $2.4M | 11,035 | 00.00% | Unchanged |
 VERIZON COMMUNICATIONS INCVZ |
| 0.76% | 1.04% | $2.1M | 49,968 | $2.4M | 48,768 | +1,200+2.46% | Add |
 MERCK & CO INCMRK |
| 0.76% | 0.83% | $2.1M | 16,302 | $2.0M | 16,352 | -50-0.31% | Reduce |
| SSPDR GOLD TRGLD |
| 0.74% | 1.02% | $2.1M | 5,598 | $2.4M | 5,598 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.74% | 0.76% | $2.0M | 2,729 | $1.8M | 2,749 | -20-0.73% | Reduce |
 RTX CORPORATIONRTX |
| 0.73% | 0.83% | $2.0M | 10,691 | $2.0M | 10,141 | +550+5.42% | Add |
 SHOPIFY INCSHOP |
| 0.72% | 0.73% | $2.0M | 17,475 | $1.7M | 14,540 | +2,935+20.19% | Add |
 NETFLIX INCNFLX |
| 0.71% | 1.14% | $2.0M | 27,440 | $2.7M | 27,940 | -500-1.79% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.7% | 0.77% | $1.9M | 12,317 | $1.8M | 12,291 | +26+0.21% | Add |
 BLOOM ENERGY CORPBE |
| 0.66% | — | $1.8M | 6,010 | $0 | 0 | +6,010 | New Buy |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.63% | 0.73% | $1.7M | 30,864 | $1.7M | 30,264 | +600+1.98% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.6% | 0.8% | $1.7M | 3,326 | $1.9M | 3,826 | -500-13.07% | Reduce |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.6% | 0.82% | $1.7M | 33,250 | $1.9M | 27,550 | +5,700+20.69% | Add |
 DEERE & CODE |
| 0.6% | 0.62% | $1.7M | 2,603 | $1.5M | 2,603 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.59% | 0.02% | $1.6M | 6,431 | $43,646 | 321 | +6,110+1,903.43% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.41% | $1.5M | 3,605 | $975,478 | 3,605 | 00.00% | Unchanged |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.52% | 0.6% | $1.4M | 42,600 | $1.4M | 43,900 | -1,300-2.96% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 0.52% | 0.63% | $1.4M | 45,175 | $1.5M | 44,175 | +1,000+2.26% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.5% | 0.47% | $1.4M | 1,380 | $1.1M | 1,315 | +65+4.94% | Add |
| AASTERA LABS INCALAB |
| 0.49% | 0.19% | $1.4M | 2,800 | $438,400 | 4,000 | -1,200-30.00% | Reduce |
