| SSTATE STREETSPYM |
| 13.71% | 10.26% | $1.03B | 11.8M | $583.2M | 7.6M | +4.1M+54.35% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.23% | 3.31% | $394.7M | 2.0M | $188.0M | 1.1M | +894,568+82.98% | Add |
| VVANGUARD INDEX FDSVOO |
| 5.01% | — | $377.7M | 550,000 | $0 | 0 | +550,000 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 4.2% | 14.22% | $317.0M | 545,618 | $808.3M | 4.0M | -3.4M-86.27% | Reduce |
 TESLA INCTSLA |
| 3.98% | 6.79% | $300.4M | 714,245 | $386.0M | 1.0M | -324,147-31.22% | Reduce |
 INTEL CORPINTC |
| 3.18% | — | $239.4M | 1.7M | $0 | 0 | +1.7M | New Buy |
 APPLE INCAAPL |
| 3.1% | 4.66% | $233.6M | 807,273 | $264.9M | 1.0M | -236,525-22.66% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.61% | 6.05% | $196.9M | 393,540 | $344.1M | 718,008 | -324,468-45.19% | Reduce |
 AMAZON COM INCAMZN |
| 1.98% | 3.75% | $149.1M | 625,498 | $213.2M | 1.0M | -398,279-38.90% | Reduce |
 FORTINET INCFTNT |
| 1.7% | 1.04% | $128.1M | 833,968 | $59.0M | 722,143 | +111,825+15.49% | Add |
| SSANDISK CORP COMSNDK |
| 1.69% | 0.65% | $127.1M | 55,902 | $37.1M | 58,437 | -2,535-4.34% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.63% | 2.22% | $123.2M | 121,771 | $126.3M | 149,241 | -27,470-18.41% | Reduce |
 MICROSOFT CORPMSFT |
| 1.5% | — | $113.2M | 303,530 | $0 | 0 | +303,530 | New Buy |
 ELI LILLY & COLLY |
| 1.44% | — | $108.3M | 90,300 | $0 | 0 | +90,300 | New Buy |
| CCITIGROUP INCC |
| 1.27% | — | $95.6M | 683,128 | $0 | 0 | +683,128 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.22% | 1.13% | $92.1M | 127,423 | $64.0M | 187,209 | -59,786-31.94% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.18% | — | $89.1M | 235,545 | $0 | 0 | +235,545 | New Buy |
 ADOBE INC COMADBE |
| 1.03% | 1.6% | $77.8M | 379,649 | $91.2M | 375,127 | +4,522+1.21% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.03% | 1.64% | $77.6M | 664,927 | $93.4M | 638,705 | +26,222+4.11% | Add |
 MORGAN STANLEYMS |
| 0.96% | — | $72.6M | 347,404 | $0 | 0 | +347,404 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.94% | 0.11% | $71.1M | 217,315 | $6.1M | 20,813 | +196,502+944.13% | Add |
 CATERPILLAR INCCAT |
| 0.87% | — | $65.6M | 61,630 | $0 | 0 | +61,630 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 0.65% | 0.88% | $48.9M | 28,784 | $50.1M | 28,959 | -175-0.60% | Reduce |
 QORVO INCQRVO |
| 0.65% | 0.55% | $48.7M | 521,739 | $31.5M | 407,459 | +114,280+28.05% | Add |
 MONGODB INC CL AMDB |
| 0.63% | 0.65% | $47.2M | 140,561 | $37.0M | 151,091 | -10,530-6.97% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.58% | — | $43.5M | 434,053 | $0 | 0 | +434,053 | New Buy |
 ALPHABET INCGOOGL |
| 0.57% | 0.86% | $43.4M | 121,316 | $48.7M | 169,501 | -48,185-28.43% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.56% | 0.86% | $42.2M | 55,272 | $48.9M | 125,227 | -69,955-55.86% | Reduce |
 HOME DEPOT INCHD |
| 0.55% | — | $41.7M | 118,117 | $0 | 0 | +118,117 | New Buy |
 FLUTTER ENTMT PLCFLUT |
| 0.55% | 0.02% | $41.3M | 404,177 | $882,567 | 8,667 | +395,510+4,563.40% | Add |
| TTERADYNE INCTER |
| 0.53% | — | $39.7M | 82,135 | $0 | 0 | +82,135 | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.52% | 0.81% | $39.6M | 87,772 | $45.8M | 87,651 | +121+0.14% | Add |
 BROADCOM INCAVGO |
| 0.51% | 4.39% | $38.2M | 101,008 | $249.5M | 806,195 | -705,187-87.47% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.5% | 0.55% | $38.1M | 266,067 | $31.5M | 249,129 | +16,938+6.80% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.49% | — | $37.2M | 402,935 | $0 | 0 | +402,935 | New Buy |
 META PLATFORMS INCMETA |
| 0.48% | 0.43% | $35.9M | 63,661 | $24.5M | 42,876 | +20,785+48.48% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.47% | 0.48% | $35.8M | 41,728 | $27.6M | 39,225 | +2,503+6.38% | Add |
 TEXAS INSTRS INCTXN |
| 0.46% | — | $34.7M | 116,422 | $0 | 0 | +116,422 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.46% | — | $34.3M | 68,473 | $0 | 0 | +68,473 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.44% | 0.66% | $33.1M | 83,279 | $37.5M | 81,444 | +1,835+2.25% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.42% | — | $31.6M | 930,386 | $0 | 0 | +930,386 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.41% | 0.38% | $31.0M | 60,191 | $21.7M | 54,499 | +5,692+10.44% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.41% | 0.56% | $30.8M | 74,017 | $31.9M | 117,865 | -43,848-37.20% | Reduce |
| AASTERA LABS INCALAB |
| 0.41% | 0.25% | $30.7M | 63,566 | $14.4M | 131,067 | -67,501-51.50% | Reduce |
 MCKESSON CORP COMMCK |
| 0.41% | 0.25% | $30.6M | 40,448 | $14.4M | 16,696 | +23,752+142.26% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.39% | 0.88% | $29.1M | 403,389 | $49.8M | 691,665 | -288,276-41.68% | Reduce |
 AUTODESK INCADSK |
| 0.38% | 1.05% | $28.4M | 146,058 | $59.7M | 249,209 | -103,151-41.39% | Reduce |
| DDOORDASH INCDASH |
| 0.37% | 0.51% | $27.8M | 150,683 | $29.2M | 194,452 | -43,769-22.51% | Reduce |
 KLA CORPKLAC |
| 0.37% | — | $27.8M | 91,989 | $0 | 0 | +91,989 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.34% | — | $25.3M | 101,231 | $0 | 0 | +101,231 | New Buy |
