 MICROSOFT CORPMSFT |
| 7.68% | 6.74% | $16.9M | 45,288 | $13.9M | 37,608 | +7,680+20.42% | Add |
 WALMART INCWMT |
| 6.72% | 6.23% | $14.8M | 130,491 | $12.9M | 103,536 | +26,955+26.03% | Add |
 AMAZON COM INCAMZN |
| 6.52% | 6.68% | $14.3M | 60,176 | $13.8M | 66,267 | -6,091-9.19% | Reduce |
 ALPHABET INCGOOGL |
| 6.5% | 6.04% | $14.3M | 39,993 | $12.5M | 43,388 | -3,395-7.82% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.57% | 2.21% | $12.2M | 61,196 | $4.6M | 26,134 | +35,062+134.16% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 5.21% | 4.81% | $11.5M | 12,241 | $9.9M | 9,974 | +2,267+22.73% | Add |
 AMERICAN EXPRESS COAXP |
| 4.65% | 3.25% | $10.2M | 30,231 | $6.7M | 22,192 | +8,039+36.22% | Add |
 VISA INCV |
| 4.58% | 3.77% | $10.1M | 29,345 | $7.8M | 25,745 | +3,600+13.98% | Add |
 MASTERCARD INCORPORATEDMA |
| 4.53% | 4.18% | $10.0M | 19,410 | $8.6M | 17,282 | +2,128+12.31% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 4.24% | 4.79% | $9.3M | 52,272 | $9.9M | 2,351 | +49,921+2,123.39% | Add |
 MCDONALDS CORPMCD |
| 4.18% | 1.97% | $9.2M | 33,966 | $4.1M | 13,082 | +20,884+159.64% | Add |
 APPLE INCAAPL |
| 4.15% | 4.67% | $9.1M | 31,496 | $9.6M | 38,011 | -6,515-17.14% | Reduce |
 COCA COLA COKO |
| 3.47% | 3.55% | $7.6M | 93,941 | $7.3M | 96,519 | -2,578-2.67% | Reduce |
 HOME DEPOT INCHD |
| 2.89% | 2.5% | $6.4M | 18,029 | $5.2M | 15,725 | +2,304+14.65% | Add |
 META PLATFORMS INCMETA |
| 2.74% | 5.36% | $6.0M | 10,707 | $11.1M | 19,344 | -8,637-44.65% | Reduce |
 TESLA INCTSLA |
| 2.59% | 2.86% | $5.7M | 13,529 | $5.9M | 15,906 | -2,377-14.94% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.35% | 3.99% | $5.2M | 35,287 | $8.2M | 57,043 | -21,756-38.14% | Reduce |
 NETFLIX INCNFLX |
| 2.08% | 2.13% | $4.6M | 64,089 | $4.4M | 45,873 | +18,216+39.71% | Add |
 COLGATE PALMOLIVE COCL |
| 1.94% | 1.97% | $4.3M | 46,565 | $4.1M | 47,816 | -1,251-2.62% | Reduce |
 ELI LILLY & COLLY |
| 1.92% | — | $4.2M | 3,511 | $0 | 0 | +3,511 | New Buy |
 LOWES COS INC COMLOW |
| 1.88% | 1.76% | $4.1M | 18,723 | $3.6M | 15,386 | +3,337+21.69% | Add |
 FERRARI N V COMRACE |
| 1.78% | 1.84% | $3.9M | 10,487 | $3.8M | 11,205 | -718-6.41% | Reduce |
 DISNEY WALT CODIS |
| 1.74% | — | $3.8M | 39,759 | $0 | 0 | +39,759 | New Buy |
 HP INCHPQ |
| 1.67% | — | $3.7M | 167,428 | $0 | 0 | +167,428 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 1.64% | 1.79% | $3.6M | 49,979 | $3.7M | 51,350 | -1,371-2.67% | Reduce |
 SALESFORCE INCCRM |
| 1.59% | — | $3.5M | 22,307 | $0 | 0 | +22,307 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 1.58% | 2.58% | $3.5M | 36,231 | $5.3M | 42,547 | -6,316-14.84% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.38% | 2.41% | $3.0M | 6,626 | $5.0M | 10,275 | -3,649-35.51% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.12% | — | $2.5M | 58,229 | $0 | 0 | +58,229 | New Buy |
 ADOBE INC COMADBE |
| 1.09% | — | $2.4M | 11,640 | $0 | 0 | +11,640 | New Buy |
