 NVIDIA CORPORATIONNVDA |
| 6.58% | 6.68% | $527.6M | 2.6M | $426.7M | 2.4M | +190,274+7.78% | Add |
 APPLE INCAAPL |
| 5.83% | 5.93% | $467.7M | 1.6M | $378.8M | 1.5M | +123,835+8.30% | Add |
 MICROSOFT CORPMSFT |
| 3.68% | 4.13% | $295.0M | 790,780 | $264.0M | 713,147 | +77,633+10.89% | Add |
 ALPHABET INCGOOGL |
| 2.84% | — | $227.5M | 636,505 | $0 | 0 | +636,505 | New Buy |
| AAlphabet Inc Class CGOOG |
| 2.69% | 5.27% | $216.1M | 611,565 | $336.6M | 1.2M | -560,503-47.82% | Reduce |
 AMAZON COM INCAMZN |
| 2.54% | 2.56% | $204.0M | 855,892 | $163.7M | 786,167 | +69,725+8.87% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.91% | 0.67% | $153.0M | 132,569 | $42.5M | 125,702 | +6,867+5.46% | Add |
 BROADCOM INCAVGO |
| 1.9% | 1.74% | $152.6M | 403,872 | $111.2M | 359,152 | +44,720+12.45% | Add |
 ELI LILLY & COLLY |
| 1.36% | 1.22% | $109.1M | 90,920 | $77.8M | 84,534 | +6,386+7.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.25% | 0.51% | $100.4M | 172,870 | $32.6M | 160,133 | +12,737+7.95% | Add |
 META PLATFORMS INCMETA |
| 1.19% | 1.44% | $95.3M | 169,248 | $91.8M | 160,496 | +8,752+5.45% | Add |
 APPLIED MATLS INCAMAT |
| 1.03% | 0.58% | $82.7M | 114,400 | $37.0M | 108,317 | +6,083+5.62% | Add |
 TESLA INCTSLA |
| 1.02% | 1.04% | $81.9M | 194,777 | $66.3M | 178,381 | +16,396+9.19% | Add |
 LAM RESEARCH CORPLRCX |
| 0.94% | 0.58% | $75.1M | 173,312 | $36.7M | 171,923 | +1,389+0.81% | Add |
 VISA INCV |
| 0.88% | 0.88% | $70.6M | 205,832 | $56.5M | 186,799 | +19,033+10.19% | Add |
 INTEL CORPINTC |
| 0.87% | 0.32% | $69.5M | 498,001 | $20.7M | 470,162 | +27,839+5.92% | Add |
 CISCO SYS INCCSCO |
| 0.8% | 0.63% | $64.3M | 547,697 | $40.3M | 518,983 | +28,714+5.53% | Add |
 CATERPILLAR INCCAT |
| 0.8% | 0.62% | $63.9M | 59,981 | $39.8M | 56,155 | +3,826+6.81% | Add |
 KLA CORPKLAC |
| 0.66% | 0.39% | $53.1M | 176,055 | $25.0M | 17,003 | +159,052+935.43% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.65% | 0.66% | $52.1M | 51,488 | $42.4M | 50,066 | +1,422+2.84% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.62% | 0.71% | $49.5M | 96,299 | $45.4M | 90,878 | +5,421+5.97% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.6% | 0.46% | $48.0M | 100,553 | $29.1M | 85,984 | +14,569+16.94% | Add |
 MERCK & CO INCMRK |
| 0.57% | 0.61% | $46.0M | 358,041 | $39.3M | 326,297 | +31,744+9.73% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.4% | $43.6M | 104,863 | $25.2M | 93,211 | +11,652+12.50% | Add |
 ASML HLDG NVASML |
| 0.53% | 0.41% | $42.4M | 21,320 | $26.3M | 19,928 | +1,392+6.99% | Add |
 MORGAN STANLEYMS |
| 0.52% | 0.51% | $41.9M | 200,383 | $32.8M | 199,266 | +1,117+0.56% | Add |
 GE VERNOVA INCGEV |
| 0.49% | 0.44% | $39.2M | 33,337 | $28.1M | 32,152 | +1,185+3.69% | Add |
 NETFLIX INCNFLX |
| 0.47% | 0.77% | $38.0M | 531,935 | $49.1M | 510,430 | +21,505+4.21% | Add |
 HOME DEPOT INCHD |
| 0.47% | 0.52% | $37.8M | 107,161 | $33.2M | 100,997 | +6,164+6.10% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.46% | 0.48% | $37.1M | 132,007 | $30.7M | 126,485 | +5,522+4.37% | Add |
 CORNING INCGLW |
| 0.44% | 0.32% | $35.3M | 138,317 | $20.4M | 150,019 | -11,702-7.80% | Reduce |
 ORACLE CORPORCL |
| 0.43% | 0.5% | $34.5M | 235,570 | $31.6M | 214,855 | +20,715+9.64% | Add |
| SSANDISK CORP COMSNDK |
| 0.4% | 0.13% | $31.9M | 14,024 | $8.0M | 12,669 | +1,355+10.70% | Add |
 PALO ALTOPANW |
| 0.39% | 0.23% | $31.5M | 92,263 | $14.6M | 91,331 | +932+1.02% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.39% | 0.21% | $31.3M | 49,030 | $13.4M | 49,359 | -329-0.67% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.38% | 0.39% | $30.1M | 92,027 | $24.6M | 83,705 | +8,322+9.94% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.37% | 0.38% | $29.9M | 207,090 | $24.1M | 202,881 | +4,209+2.07% | Add |
| BBANK OF AMER CORPBAC |
| 0.37% | 0.36% | $29.7M | 520,913 | $22.8M | 468,172 | +52,741+11.27% | Add |
 TEXAS INSTRS INCTXN |
| 0.37% | 0.27% | $29.5M | 98,927 | $17.1M | 88,062 | +10,865+12.34% | Add |
 AMERICAN EXPRESS COAXP |
| 0.36% | 0.39% | $29.0M | 85,634 | $24.6M | 81,455 | +4,179+5.13% | Add |
 TJX COS INC NEWTJX |
| 0.36% | 0.43% | $28.5M | 188,435 | $27.8M | 173,844 | +14,591+8.39% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.35% | 0.4% | $27.9M | 109,758 | $25.3M | 103,413 | +6,345+6.14% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.35% | 0.4% | $27.8M | 55,570 | $25.6M | 53,522 | +2,048+3.83% | Add |
 GE AEROSPACEGE |
| 0.34% | 0.25% | $27.3M | 72,943 | $16.2M | 56,936 | +16,007+28.11% | Add |
 WELLTOWER INC COMWELL |
| 0.33% | 0.34% | $26.6M | 117,057 | $21.8M | 110,503 | +6,554+5.93% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.32% | 0.44% | $25.7M | 606,443 | $28.3M | 563,472 | +42,971+7.63% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.3% | 0.37% | $24.3M | 48,517 | $23.7M | 48,230 | +287+0.60% | Add |
 ABBOTT LABORATORIESABT |
| 0.29% | 0.36% | $23.3M | 256,457 | $23.1M | 224,621 | +31,836+14.17% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.28% | 0.28% | $22.8M | 92,712 | $17.6M | 84,626 | +8,086+9.55% | Add |
 DISNEY WALT CODIS |
| 0.28% | 0.33% | $22.8M | 236,762 | $20.8M | 215,517 | +21,245+9.86% | Add |
