 META PLATFORMS INCMETA |
| 2.12% | 1.25% | $61.9M | 109,852 | $43.5M | 76,077 | +33,775+44.40% | Add |
 NETFLIX INCNFLX |
| 1.93% | — | $56.1M | 785,172 | $0 | 0 | +785,172 | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.44% | 0.88% | $42.1M | 985,535 | $30.8M | 490,622 | +494,913+100.87% | Add |
| QQUALCOMM INCQCOM |
| 1.33% | — | $38.6M | 209,032 | $0 | 0 | +209,032 | New Buy |
 ORACLE CORPORCL |
| 1.22% | — | $35.5M | 242,037 | $0 | 0 | +242,037 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 1.13% | 0.1% | $33.0M | 82,901 | $3.6M | 7,788 | +75,113+964.47% | Add |
 INTUITINTU |
| 1.1% | — | $31.9M | 122,381 | $0 | 0 | +122,381 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 1.05% | 0.54% | $30.7M | 59,754 | $18.9M | 37,743 | +22,011+58.32% | Add |
 AMAZON COM INCAMZN |
| 0.89% | — | $26.0M | 108,961 | $0 | 0 | +108,961 | New Buy |
 ZOETIS INC CL AZTS |
| 0.74% | 0.05% | $21.6M | 300,272 | $1.9M | 16,038 | +284,234+1,772.25% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.73% | 0.37% | $21.3M | 22,073 | $12.8M | 32,719 | -10,646-32.54% | Reduce |
 BROADCOM INCAVGO |
| 0.71% | 0.96% | $20.6M | 54,617 | $33.5M | 108,270 | -53,653-49.55% | Reduce |
| AAMERICAN AIRLINES GROUP INCAAL |
| 0.7% | — | $20.4M | 1.1M | $0 | 0 | +1.1M | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 0.7% | — | $20.3M | 32,577 | $0 | 0 | +32,577 | New Buy |
 ALPHABET INCGOOGL |
| 0.69% | 0.88% | $20.0M | 55,940 | $30.6M | 106,314 | -50,374-47.38% | Reduce |
 MCKESSON CORP COMMCK |
| 0.67% | — | $19.6M | 26,001 | $0 | 0 | +26,001 | New Buy |
 AUTOZONE INCAZO |
| 0.66% | — | $19.2M | 6,019 | $0 | 0 | +6,019 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 0.66% | — | $19.2M | 95,831 | $0 | 0 | +95,831 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 0.65% | 0.86% | $18.8M | 151,023 | $29.9M | 150,867 | +156+0.10% | Add |
 MICROSOFT CORPMSFT |
| 0.64% | 1.08% | $18.8M | 50,333 | $37.7M | 101,947 | -51,614-50.63% | Reduce |
 CME GROUP INCCME |
| 0.64% | — | $18.6M | 84,339 | $0 | 0 | +84,339 | New Buy |
 INTEL CORPINTC |
| 0.62% | 0.43% | $18.2M | 130,334 | $15.1M | 341,972 | -211,638-61.89% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.62% | — | $18.1M | 1.4M | $0 | 0 | +1.4M | New Buy |
 WALMART INCWMT |
| 0.6% | — | $17.5M | 154,785 | $0 | 0 | +154,785 | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 0.6% | — | $17.4M | 173,132 | $0 | 0 | +173,132 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 0.6% | — | $17.3M | 240,347 | $0 | 0 | +240,347 | New Buy |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.58% | 0.51% | $16.8M | 267,827 | $17.7M | 185,034 | +82,793+44.74% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.55% | — | $16.0M | 55,180 | $0 | 0 | +55,180 | New Buy |
 EQUIFAX INCEFX |
| 0.54% | — | $15.7M | 98,934 | $0 | 0 | +98,934 | New Buy |
 QUANTA SVCS INCPWR |
| 0.54% | — | $15.6M | 21,728 | $0 | 0 | +21,728 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.53% | — | $15.5M | 113,494 | $0 | 0 | +113,494 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.51% | — | $15.0M | 331,520 | $0 | 0 | +331,520 | New Buy |
| OOMNICOM GROUP INCOMC |
| 0.51% | 0.57% | $14.9M | 204,452 | $19.7M | 261,384 | -56,932-21.78% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 0.5% | — | $14.4M | 229,696 | $0 | 0 | +229,696 | New Buy |
 SYSCO CORP COMSYY |
| 0.5% | 0.27% | $14.4M | 172,465 | $9.3M | 130,414 | +42,051+32.24% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.47% | — | $13.5M | 140,880 | $0 | 0 | +140,880 | New Buy |
 SALESFORCE INCCRM |
| 0.46% | 0.08% | $13.3M | 85,141 | $2.8M | 15,081 | +70,060+464.56% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.45% | 0.42% | $13.1M | 26,113 | $14.4M | 29,389 | -3,276-11.15% | Reduce |
 PHILLIPS 66PSX |
| 0.45% | 0.08% | $13.1M | 77,403 | $2.9M | 15,888 | +61,515+387.18% | Add |
 ASTRAZENECA PLCAZN |
| 0.44% | — | $12.9M | 68,181 | $0 | 0 | +68,181 | New Buy |
 ENTERGY CORP NEWETR |
| 0.44% | <0.01% | $12.9M | 112,406 | $118,159 | 1,049 | +111,357+10,615.54% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.44% | — | $12.7M | 138,025 | $0 | 0 | +138,025 | New Buy |
| FFLEX LTDFLEX |
| 0.42% | — | $12.2M | 75,026 | $0 | 0 | +75,026 | New Buy |
| NNEXTERA ENERGY INCNEE |
| 0.42% | — | $12.1M | 138,177 | $0 | 0 | +138,177 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.41% | 1.12% | $11.9M | 71,706 | $39.0M | 188,667 | -116,961-61.99% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.4% | — | $11.6M | 46,714 | $0 | 0 | +46,714 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.4% | 0.8% | $11.5M | 127,090 | $27.9M | 271,681 | -144,591-53.22% | Reduce |
 LLOYDS BANKING GROUP PLC SPONSORED ADRLYG |
| 0.39% | 0.01% | $11.5M | 2.0M | $383,029 | 76,149 | +1.9M+2,480.04% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.39% | 0.84% | $11.2M | 27,000 | $29.2M | 107,796 | -80,796-74.95% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.38% | 0.04% | $11.1M | 8,714 | $1.3M | 1,016 | +7,698+757.68% | Add |
