 NVIDIA CORPORATIONNVDA |
| 7.58% | 8.06% | $2.14B | 10.7M | $1.99B | 11.4M | -707,685-6.21% | Reduce |
 APPLE INCAAPL |
| 6.84% | 6.97% | $1.93B | 6.7M | $1.72B | 6.8M | -96,694-1.43% | Reduce |
 ALPHABET INCGOOGL |
| 5.67% | 5.31% | $1.60B | 4.5M | $1.31B | 4.6M | -79,262-1.74% | Reduce |
 MICROSOFT CORPMSFT |
| 4.38% | 5.2% | $1.24B | 3.3M | $1.28B | 3.5M | -151,839-4.38% | Reduce |
 AMAZON COM INCAMZN |
| 4.12% | 4.08% | $1.16B | 4.9M | $1.01B | 4.8M | +45,009+0.93% | Add |
 BROADCOM INCAVGO |
| 2.95% | 2.82% | $832.3M | 2.2M | $696.9M | 2.3M | -48,133-2.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.4% | 0.84% | $678.3M | 587,628 | $207.7M | 614,865 | -27,237-4.43% | Reduce |
 META PLATFORMS INCMETA |
| 2.3% | 2.93% | $650.3M | 1.2M | $723.1M | 1.3M | -109,393-8.66% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.97% | 0.46% | $557.6M | 959,849 | $112.9M | 554,856 | +404,993+72.99% | Add |
 JPMORGAN CHASE & COJPM |
| 1.92% | 2.07% | $541.2M | 1.7M | $510.6M | 1.7M | -82,430-4.75% | Reduce |
 ELI LILLY & COLLY |
| 1.81% | 1.67% | $511.7M | 426,586 | $411.5M | 447,432 | -20,846-4.66% | Reduce |
 WALMART INCWMT |
| 1.4% | 1.99% | $396.8M | 3.5M | $492.3M | 4.0M | -458,151-11.57% | Reduce |
 VISA INCV |
| 1.32% | 1.36% | $372.7M | 1.1M | $334.9M | 1.1M | -21,825-1.97% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.29% | 1.89% | $365.2M | 2.7M | $465.3M | 2.7M | -71,338-2.60% | Reduce |
 PALO ALTOPANW |
| 1.27% | 0.64% | $358.6M | 1.1M | $158.4M | 987,784 | +63,840+6.46% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.25% | 1.6% | $353.2M | 377,550 | $396.0M | 397,430 | -19,880-5.00% | Reduce |
 TESLA INCTSLA |
| 1.2% | 1.33% | $338.5M | 804,843 | $329.1M | 885,146 | -80,303-9.07% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.14% | 1.22% | $322.1M | 1.8M | $300.1M | 1.8M | -34,318-1.89% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.12% | 0.62% | $315.8M | 1.1M | $153.4M | 789,973 | +269,555+34.12% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.1% | 0.97% | $310.3M | 649,774 | $238.4M | 705,515 | -55,741-7.90% | Reduce |
 MORGAN STANLEYMS |
| 1.07% | 1% | $301.9M | 1.4M | $247.0M | 1.5M | -57,104-3.80% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.91% | 1.03% | $258.0M | 762,755 | $253.1M | 836,697 | -73,942-8.84% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.91% | 1.06% | $255.8M | 497,975 | $262.0M | 524,351 | -26,376-5.03% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.87% | 0.3% | $245.6M | 566,838 | $75.0M | 351,176 | +215,662+61.41% | Add |
 KLA CORPKLAC |
| 0.86% | 0.58% | $242.6M | 804,144 | $142.6M | 96,856 | +707,288+730.25% | Add |
 GE AEROSPACEGE |
| 0.81% | 0.8% | $229.4M | 613,860 | $197.1M | 694,506 | -80,646-11.61% | Reduce |
 RTX CORPORATIONRTX |
| 0.81% | 0.92% | $228.3M | 1.2M | $227.9M | 1.2M | +21,395+1.81% | Add |
 INTEL CORPINTC |
| 0.76% | 0.18% | $215.4M | 1.5M | $43.8M | 992,676 | +550,051+55.41% | Add |
 ABBVIE INCABBV |
| 0.76% | 0.8% | $214.9M | 853,934 | $198.3M | 911,731 | -57,797-6.34% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.73% | $207.5M | 587,409 | $179.4M | 625,401 | -37,992-6.07% | Reduce |
 AMPHENOL CORPAPH |
| 0.73% | 0.58% | $206.0M | 1.2M | $143.6M | 1.1M | +31,569+2.78% | Add |
 CATERPILLAR INCCAT |
| 0.68% | 0.35% | $192.4M | 180,688 | $86.1M | 121,547 | +59,141+48.66% | Add |
 MCKESSON CORP COMMCK |
| 0.61% | 0.91% | $171.6M | 227,124 | $224.1M | 259,006 | -31,882-12.31% | Reduce |
 EOG RES INCEOG |
| 0.6% | 0.67% | $168.2M | 1.3M | $165.9M | 1.1M | +149,034+12.99% | Add |
 WASTE CONNECTIONS INCWCN |
| 0.58% | 0.73% | $164.8M | 988,674 | $181.0M | 1.1M | -125,492-11.26% | Reduce |
 EMERSON ELEC COEMR |
| 0.51% | 0.56% | $142.8M | 997,734 | $137.2M | 1.0M | -49,696-4.74% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.5% | 0.62% | $140.9M | 447,424 | $153.7M | 467,902 | -20,478-4.38% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.44% | 0.56% | $124.3M | 250,189 | $139.2M | 311,750 | -61,561-19.75% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.42% | 0.28% | $119.0M | 355,396 | $69.5M | 277,419 | +77,977+28.11% | Add |
 HOME DEPOT INCHD |
| 0.41% | 0.65% | $115.6M | 327,905 | $161.0M | 489,619 | -161,714-33.03% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.4% | 0.58% | $114.1M | 903,180 | $142.1M | 1.0M | -116,366-11.41% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.4% | 0.13% | $114.0M | 50,151 | $31.0M | 48,856 | +1,295+2.65% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.39% | 0.35% | $111.4M | 1.2M | $86.6M | 1.2M | -35,818-3.00% | Reduce |
 UNION PAC CORPUNP |
| 0.39% | 0.43% | $111.1M | 408,475 | $106.7M | 439,938 | -31,463-7.15% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.39% | 0.36% | $109.9M | 296,608 | $89.4M | 273,464 | +23,144+8.46% | Add |
 CVS HEALTH CORPCVS |
| 0.38% | 0.05% | $107.4M | 1.0M | $11.7M | 162,978 | +875,088+536.94% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.38% | 0.41% | $107.3M | 302,825 | $100.7M | 293,357 | +9,468+3.23% | Add |
 ABBOTT LABORATORIESABT |
| 0.37% | 0.49% | $105.5M | 1.2M | $120.2M | 1.2M | -8,037-0.69% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.37% | 0.44% | $104.8M | 1.1M | $108.4M | 1.2M | -35,811-3.05% | Reduce |
 DATADOG INCDDOG |
| 0.35% | 0.27% | $100.3M | 385,052 | $66.5M | 563,425 | -178,373-31.66% | Reduce |
