 NVIDIA CORPORATIONNVDA |
| 7.84% | 8.91% | $993.1M | 5.0M | $851.1M | 4.9M | +18,087+0.37% | Add |
 APPLE INCAAPL |
| 6.09% | 5.48% | $771.7M | 2.7M | $522.9M | 2.1M | +580,135+27.80% | Add |
 ALPHABET INCGOOGL |
| 5.95% | 5.88% | $753.6M | 2.1M | $561.5M | 2.0M | +125,726+6.34% | Add |
 MICROSOFT CORPMSFT |
| 4.35% | 4.37% | $551.4M | 1.5M | $417.3M | 1.2M | +327,575+28.47% | Add |
 BROADCOM INCAVGO |
| 3.07% | 2.76% | $389.2M | 1.0M | $263.5M | 865,272 | +164,942+19.06% | Add |
 AMAZON COM INCAMZN |
| 2.48% | 1.99% | $314.4M | 1.3M | $189.9M | 947,714 | +371,610+39.21% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.43% | 0.69% | $307.9M | 266,778 | $65.9M | 195,076 | +71,702+36.76% | Add |
 APPLIED MATLS INCAMAT |
| 2.39% | 1.52% | $302.6M | 418,601 | $145.6M | 426,009 | -7,408-1.74% | Reduce |
 META PLATFORMS INCMETA |
| 2% | 2.11% | $253.5M | 450,038 | $201.8M | 355,175 | +94,863+26.71% | Add |
 ELI LILLY & COLLY |
| 1.81% | 1.33% | $229.1M | 191,037 | $127.2M | 138,313 | +52,724+38.12% | Add |
 VISA INCV |
| 1.46% | 1.53% | $184.8M | 538,733 | $146.0M | 496,635 | +42,098+8.48% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.4% | 1.93% | $177.4M | 345,377 | $184.1M | 368,510 | -23,133-6.28% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.28% | 1.67% | $162.5M | 496,510 | $159.5M | 547,582 | -51,072-9.33% | Reduce |
 COCA COLA COKO |
| 1.27% | 1.19% | $160.4M | 2.0M | $113.2M | 1.5M | +483,845+32.47% | Add |
 KLA CORPKLAC |
| 1.07% | 1.43% | $135.1M | 447,760 | $136.5M | 92,704 | +355,056+383.00% | Add |
 TJX COS INC NEWTJX |
| 1.01% | 0.98% | $127.6M | 842,375 | $93.7M | 587,033 | +255,342+43.50% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.98% | 1.01% | $124.0M | 488,378 | $96.7M | 396,163 | +92,215+23.28% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.9% | 1.25% | $114.4M | 122,308 | $119.8M | 120,219 | +2,089+1.74% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.84% | 0.23% | $106.6M | 476,170 | $22.0M | 108,285 | +367,885+339.74% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.79% | 0.18% | $99.8M | 171,724 | $17.5M | 85,853 | +85,871+100.02% | Add |
 CATERPILLAR INCCAT |
| 0.73% | 0.71% | $92.7M | 87,055 | $67.8M | 95,639 | -8,584-8.98% | Reduce |
 CISCO SYS INCCSCO |
| 0.71% | 1.1% | $90.2M | 767,827 | $105.5M | 1.4M | -619,110-44.64% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.7% | 0.62% | $88.9M | 523,342 | $58.8M | 479,219 | +44,123+9.21% | Add |
 TESLA INCTSLA |
| 0.68% | 0.52% | $86.1M | 204,638 | $49.3M | 132,723 | +71,915+54.18% | Add |
 NEWMONT CORPNEM |
| 0.66% | 0.98% | $83.9M | 898,122 | $93.3M | 862,311 | +35,811+4.15% | Add |
 PEPSICO INCPEP |
| 0.65% | 0.57% | $82.3M | 607,710 | $54.5M | 350,659 | +257,051+73.31% | Add |
 WALMART INCWMT |
| 0.61% | 0.69% | $77.7M | 686,398 | $65.5M | 527,094 | +159,304+30.22% | Add |
| EEBAY INC. COMEBAY |
| 0.61% | 0.5% | $76.8M | 687,420 | $48.0M | 526,997 | +160,423+30.44% | Add |
 EMCOR GROUP INCEME |
| 0.58% | 0.75% | $74.0M | 89,142 | $72.0M | 97,469 | -8,327-8.54% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.57% | 0.28% | $72.6M | 174,686 | $26.6M | 103,385 | +71,301+68.97% | Add |
 PROGRESSIVE CORPPGR |
| 0.57% | 0.53% | $72.5M | 331,911 | $50.7M | 255,782 | +76,129+29.76% | Add |
 ALLSTATE CORPALL |
| 0.56% | 0.43% | $70.3M | 295,636 | $40.8M | 196,683 | +98,953+50.31% | Add |
 COLGATE PALMOLIVE COCL |
| 0.52% | 0.44% | $65.7M | 716,772 | $42.5M | 498,386 | +218,386+43.82% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.52% | 0.43% | $65.3M | 32,949 | $41.3M | 29,944 | +3,005+10.04% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.51% | 0.9% | $64.8M | 1.5M | $85.9M | 1.7M | -182,688-10.67% | Reduce |
 TRAVELERS COSTRV |
| 0.5% | 0.36% | $63.6M | 192,770 | $34.1M | 120,385 | +72,385+60.13% | Add |
 AMERIPRISE FINL INCAMP |
| 0.5% | 0.52% | $63.4M | 138,249 | $50.1M | 112,718 | +25,531+22.65% | Add |
 ABBVIE INCABBV |
| 0.48% | 1.02% | $60.8M | 241,796 | $97.8M | 450,556 | -208,760-46.33% | Reduce |
 MERCK & CO INCMRK |
| 0.48% | 1.41% | $60.2M | 468,644 | $134.6M | 1.1M | -659,086-58.44% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.47% | 0.36% | $59.5M | 1.0M | $34.4M | 567,380 | +465,977+82.13% | Add |
 NetEase, Inc. ADRNTES |
| 0.47% | 0.4% | $59.0M | 460,463 | $38.1M | 340,241 | +120,222+35.33% | Add |
 ROSS STORES INC COMROST |
| 0.46% | 0.47% | $58.0M | 272,594 | $44.6M | 206,074 | +66,520+32.28% | Add |
 HOME DEPOT INCHD |
| 0.45% | 0.48% | $57.0M | 161,731 | $46.3M | 150,670 | +11,061+7.34% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.43% | 0.3% | $54.9M | 85,915 | $28.8M | 106,598 | -20,683-19.40% | Reduce |
 WW GRAINGER INCGWW |
| 0.43% | 0.14% | $54.7M | 40,211 | $13.6M | 12,485 | +27,726+222.07% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.43% | 0.75% | $54.0M | 192,156 | $72.0M | 296,975 | -104,819-35.30% | Reduce |
 AMPHENOL CORPAPH |
| 0.41% | 0.39% | $51.6M | 292,826 | $37.4M | 296,328 | -3,502-1.18% | Reduce |
| EEXPEDITORS INTL WASH INCEXPE |
| 0.4% | — | $50.5M | 309,850 | $0 | 0 | +309,850 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.39% | 0.27% | $49.2M | 862,889 | $25.5M | 523,215 | +339,674+64.92% | Add |
 GSK PLC SPONSORED ADRGSK |
| 0.38% | 0.35% | $47.8M | 911,826 | $33.4M | 605,665 | +306,161+50.55% | Add |
