 NVIDIA CORPORATIONNVDA |
| 4.92% | 4.96% | $18.0M | 89,905 | $15.8M | 90,416 | -511-0.57% | Reduce |
 APPLE INCAAPL |
| 4.67% | 4.74% | $17.1M | 59,061 | $15.1M | 59,390 | -329-0.55% | Reduce |
 MICROSOFT CORPMSFT |
| 3.78% | 4.04% | $13.8M | 37,028 | $12.8M | 34,648 | +2,380+6.87% | Add |
 ALPHABET INCGOOGL |
| 3.55% | 3.38% | $13.0M | 36,381 | $10.7M | 37,301 | -920-2.47% | Reduce |
 AMAZON COM INCAMZN |
| 3.42% | 3.47% | $12.5M | 52,495 | $11.0M | 52,921 | -426-0.80% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.18% | 1.69% | $11.6M | 16,070 | $5.4M | 15,671 | +399+2.55% | Add |
 BROADCOM INCAVGO |
| 3.05% | 3.15% | $11.2M | 29,538 | $10.0M | 32,313 | -2,775-8.59% | Reduce |
 META PLATFORMS INCMETA |
| 2.58% | 2.7% | $9.4M | 16,736 | $8.6M | 15,009 | +1,727+11.51% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.57% | 0.32% | $9.4M | 8,152 | $1.0M | 3,044 | +5,108+167.81% | Add |
 CATERPILLAR INCCAT |
| 2.3% | 2.18% | $8.4M | 7,895 | $6.9M | 9,758 | -1,863-19.09% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.22% | 2.34% | $8.1M | 24,858 | $7.4M | 25,221 | -363-1.44% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 1.92% | 2.47% | $7.0M | 55,467 | $7.8M | 56,272 | -805-1.43% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.88% | 2.12% | $6.9M | 74,625 | $6.7M | 71,784 | +2,841+3.96% | Add |
 LAM RESEARCH CORPLRCX |
| 1.61% | 0.75% | $5.9M | 13,574 | $2.4M | 11,093 | +2,481+22.37% | Add |
| AAlphabet Inc Class CGOOG |
| 1.58% | 1.5% | $5.8M | 16,402 | $4.8M | 16,656 | -254-1.52% | Reduce |
 TESLA INCTSLA |
| 1.52% | 1.44% | $5.6M | 13,259 | $4.6M | 12,313 | +946+7.68% | Add |
 CISCO SYS INCCSCO |
| 1.46% | 1.13% | $5.3M | 45,328 | $3.6M | 46,420 | -1,092-2.35% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.43% | 1.42% | $5.2M | 91,699 | $4.5M | 92,688 | -989-1.07% | Reduce |
 VISA INCV |
| 1.42% | 1.31% | $5.2M | 15,175 | $4.2M | 13,731 | +1,444+10.52% | Add |
 EXXON MOBIL CORPXOM |
| 1.37% | 1.98% | $5.0M | 36,749 | $6.3M | 37,170 | -421-1.13% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.29% | 1.34% | $4.7M | 13,905 | $4.2M | 14,034 | -129-0.92% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.18% | 1.14% | $4.3M | 4,264 | $3.6M | 4,290 | -26-0.61% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.14% | 2.11% | $4.2M | 72,470 | $6.7M | 110,716 | -38,246-34.54% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.12% | 0.32% | $4.1M | 7,082 | $1.0M | 4,955 | +2,127+42.93% | Add |
 COCA COLA COKO |
| 1.11% | 1.52% | $4.1M | 50,097 | $4.8M | 63,642 | -13,545-21.28% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.08% | 1.15% | $4.0M | 18,130 | $3.6M | 18,373 | -243-1.32% | Reduce |
| NNRG ENERGY INCNRG |
| 1.04% | 1.48% | $3.8M | 26,121 | $4.7M | 32,241 | -6,120-18.98% | Reduce |
 DELTA AIR LINES INCDAL |
| 1.02% | 0.84% | $3.7M | 39,833 | $2.7M | 40,381 | -548-1.36% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 1.01% | 0.64% | $3.7M | 14,369 | $2.0M | 8,805 | +5,564+63.19% | Add |
 MERCK & CO INCMRK |
| 0.96% | 1.06% | $3.5M | 27,422 | $3.4M | 27,928 | -506-1.81% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.95% | 1.18% | $3.5M | 39,712 | $3.7M | 40,322 | -610-1.51% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.91% | 0.56% | $3.3M | 8,039 | $1.8M | 6,633 | +1,406+21.20% | Add |
 ABBVIE INCABBV |
| 0.88% | 0.89% | $3.2M | 12,739 | $2.8M | 13,010 | -271-2.08% | Reduce |
 NETAPP INCNTAP |
| 0.85% | 0.65% | $3.1M | 19,992 | $2.1M | 20,067 | -75-0.37% | Reduce |
 ELI LILLY & COLLY |
| 0.83% | 0.73% | $3.0M | 2,517 | $2.3M | 2,521 | -4-0.16% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.81% | 1.28% | $3.0M | 17,868 | $4.1M | 19,614 | -1,746-8.90% | Reduce |
| EEBAY INC. COMEBAY |
| 0.78% | 0.74% | $2.8M | 25,472 | $2.3M | 25,791 | -319-1.24% | Reduce |
| CCITIGROUP INCC |
| 0.77% | 0.59% | $2.8M | 20,244 | $1.9M | 16,497 | +3,747+22.71% | Add |
 WALMART INCWMT |
| 0.76% | 0.97% | $2.8M | 24,511 | $3.1M | 24,844 | -333-1.34% | Reduce |
| CCIGNA GROUPLIBD |
| 0.75% | 0.47% | $2.8M | 9,997 | $1.5M | 5,627 | +4,370+77.66% | Add |
 PALO ALTOPANW |
| 0.74% | 0.4% | $2.7M | 7,973 | $1.3M | 7,984 | -11-0.14% | Reduce |
 AMPHENOL CORPAPH |
| 0.72% | 0.6% | $2.6M | 14,940 | $1.9M | 15,094 | -154-1.02% | Reduce |
 AMGEN INC COMAMGN |
| 0.7% | 0.92% | $2.5M | 7,030 | $2.9M | 8,347 | -1,317-15.78% | Reduce |
| OOMNICOM GROUP INCOMC |
| 0.67% | 0.15% | $2.4M | 33,512 | $472,194 | 6,270 | +27,242+434.48% | Add |
 ARISTA NETWORKS INCANET |
| 0.65% | 0.54% | $2.4M | 14,003 | $1.7M | 14,022 | -19-0.14% | Reduce |
 PULTE GROUP INCPHM |
| 0.65% | 0.65% | $2.4M | 17,219 | $2.1M | 17,507 | -288-1.65% | Reduce |
 ORACLE CORPORCL |
| 0.65% | 0.68% | $2.4M | 16,118 | $2.2M | 14,703 | +1,415+9.62% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 0.63% | 0.66% | $2.3M | 30,466 | $2.1M | 30,898 | -432-1.40% | Reduce |
 BOEING COBA |
| 0.59% | 0.63% | $2.2M | 10,026 | $2.0M | 10,075 | -49-0.49% | Reduce |
 STEEL DYNAMICS INCSTLD |
| 0.53% | 0.49% | $1.9M | 8,497 | $1.5M | 8,607 | -110-1.28% | Reduce |
