 AMAZON COM INCAMZN |
| 1.26% | 0.02% | $63.5M | 266,479 | $1.0M | 4,936 | +261,543+5,298.68% | Add |
 APPLE INCAAPL |
| 0.99% | 1.06% | $50.2M | 173,481 | $56.1M | 221,242 | -47,761-21.59% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.95% | 0.54% | $47.8M | 1.1M | $28.3M | 450,271 | +670,060+148.81% | Add |
 MICROSOFT CORPMSFT |
| 0.88% | 0.73% | $44.5M | 119,407 | $38.5M | 103,951 | +15,456+14.87% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.84% | — | $42.4M | 248,379 | $0 | 0 | +248,379 | New Buy |
 SALESFORCE INCCRM |
| 0.7% | 0.22% | $35.5M | 226,510 | $11.8M | 63,093 | +163,417+259.01% | Add |
 CME GROUP INCCME |
| 0.65% | 0.06% | $32.8M | 148,345 | $3.1M | 10,551 | +137,794+1,305.98% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.61% | 0.18% | $30.9M | 798,623 | $9.7M | 158,233 | +640,390+404.71% | Add |
 INTUITINTU |
| 0.57% | 0.08% | $28.6M | 109,433 | $4.2M | 9,719 | +99,714+1,025.97% | Add |
| QQUALCOMM INCQCOM |
| 0.56% | — | $28.1M | 151,891 | $0 | 0 | +151,891 | New Buy |
 CBOE GLOBAL MKTS INCCBOE |
| 0.54% | 0.08% | $27.5M | 113,221 | $4.2M | 14,830 | +98,391+663.46% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.51% | — | $26.0M | 129,840 | $0 | 0 | +129,840 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 0.51% | — | $25.6M | 205,916 | $0 | 0 | +205,916 | New Buy |
 MONOLITHIC PWR SYS INCMPWR |
| 0.49% | 0.1% | $25.0M | 18,074 | $5.1M | 4,629 | +13,445+290.45% | Add |
 JPMORGAN CHASE & COJPM |
| 0.46% | 0.42% | $23.3M | 71,175 | $22.3M | 75,747 | -4,572-6.04% | Reduce |
 NETFLIX INCNFLX |
| 0.45% | 0.06% | $22.6M | 316,642 | $3.3M | 34,774 | +281,868+810.57% | Add |
 CHEVRON CORPORATIONCVX |
| 0.44% | 0.03% | $22.3M | 134,525 | $1.4M | 6,839 | +127,686+1,867.03% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.44% | 0.22% | $22.1M | 23,655 | $11.7M | 11,719 | +11,936+101.85% | Add |
 WALMART INCWMT |
| 0.43% | 0.3% | $21.9M | 193,722 | $15.7M | 126,130 | +67,592+53.59% | Add |
 LEIDOS HOLDINGS INC COMLDOS |
| 0.43% | 0.1% | $21.7M | 210,637 | $5.5M | 35,298 | +175,339+496.74% | Add |
 ORACLE CORPORCL |
| 0.43% | 0.3% | $21.5M | 146,923 | $16.0M | 109,083 | +37,840+34.69% | Add |
 ON SEMICONDUCTOR CORP COMON |
| 0.42% | 0.02% | $21.5M | 227,012 | $1.2M | 18,733 | +208,279+1,111.83% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.41% | 0.24% | $20.9M | 20,642 | $12.7M | 15,030 | +5,612+37.34% | Add |
 BLOOM ENERGY CORPBE |
| 0.41% | — | $20.7M | 68,243 | $0 | 0 | +68,243 | New Buy |
 INTEL CORPINTC |
| 0.41% | — | $20.5M | 146,980 | $0 | 0 | +146,980 | New Buy |
 KENVUE INC COMKVUE |
| 0.4% | — | $20.2M | 1.1M | $0 | 0 | +1.1M | New Buy |
 SUNCOR ENERGY INC NEWSU |
| 0.38% | — | $19.3M | 358,732 | $0 | 0 | +358,732 | New Buy |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.38% | 0.16% | $19.2M | 49,698 | $8.3M | 28,500 | +21,198+74.38% | Add |
 ABBVIE INCABBV |
| 0.37% | 0.39% | $18.7M | 74,248 | $20.4M | 93,676 | -19,428-20.74% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.37% | 0.57% | $18.5M | 8,149 | $30.2M | 47,480 | -39,331-82.84% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.37% | — | $18.5M | 177,776 | $0 | 0 | +177,776 | New Buy |
| UUNIVERSAL HLTH SVCS INCUHS |
| 0.33% | 0.16% | $16.9M | 113,700 | $8.5M | 47,576 | +66,124+138.99% | Add |
 VERTIV HOLDINGS COVRT |
| 0.32% | — | $15.9M | 47,597 | $0 | 0 | +47,597 | New Buy |
 NEWMONT CORPNEM |
| 0.3% | — | $15.3M | 163,665 | $0 | 0 | +163,665 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.3% | — | $15.2M | 55,780 | $0 | 0 | +55,780 | New Buy |
 LIVE NATION ENTERTAINMENT INLYV |
| 0.3% | — | $15.0M | 81,884 | $0 | 0 | +81,884 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 0.3% | 0.27% | $15.0M | 207,539 | $14.3M | 199,368 | +8,171+4.10% | Add |
| AAT&T INCT |
| 0.3% | — | $14.9M | 720,792 | $0 | 0 | +720,792 | New Buy |
 PROGRESSIVE CORPPGR |
| 0.29% | — | $14.8M | 67,696 | $0 | 0 | +67,696 | New Buy |
 HOWMET AEROSPACE INC COMHWM |
| 0.29% | 0.23% | $14.7M | 54,786 | $12.1M | 52,688 | +2,098+3.98% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.29% | 0.52% | $14.7M | 30,807 | $27.4M | 81,189 | -50,382-62.06% | Reduce |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.29% | 0.09% | $14.7M | 294,532 | $4.5M | 63,936 | +230,596+360.67% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.29% | — | $14.6M | 35,009 | $0 | 0 | +35,009 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.28% | 0.28% | $14.4M | 36,194 | $14.7M | 31,951 | +4,243+13.28% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.28% | 0.08% | $14.4M | 28,224 | $4.3M | 6,342 | +21,882+345.03% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.28% | 0.15% | $14.2M | 115,441 | $7.8M | 49,359 | +66,082+133.88% | Add |
 BROADCOM INCAVGO |
| 0.28% | — | $14.2M | 37,533 | $0 | 0 | +37,533 | New Buy |
 BP PLC SPONSORED ADRBP |
| 0.27% | 0.1% | $13.8M | 373,917 | $5.5M | 116,294 | +257,623+221.53% | Add |
 COCA COLA COKO |
| 0.27% | 0.08% | $13.7M | 168,502 | $4.4M | 57,244 | +111,258+194.36% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.27% | — | $13.7M | 16,276 | $0 | 0 | +16,276 | New Buy |
