 NVIDIA CORPORATIONNVDA |
| 8.44% | 8.02% | $137.0M | 684,897 | $115.4M | 661,725 | +23,172+3.50% | Add |
 APPLE INCAAPL |
| 6.41% | 6.44% | $104.1M | 359,807 | $92.6M | 365,000 | -5,193-1.42% | Reduce |
 ALPHABET INCGOOGL |
| 5.44% | 5.01% | $88.4M | 247,414 | $72.1M | 250,640 | -3,226-1.29% | Reduce |
 MICROSOFT CORPMSFT |
| 4.51% | 5.13% | $73.2M | 196,287 | $73.8M | 199,442 | -3,155-1.58% | Reduce |
 AMAZON COM INCAMZN |
| 3.13% | 3.16% | $50.9M | 213,619 | $45.5M | 218,364 | -4,745-2.17% | Reduce |
 BROADCOM INCAVGO |
| 2.88% | 2.6% | $46.8M | 123,873 | $37.3M | 120,641 | +3,232+2.68% | Add |
 JPMORGAN CHASE & COJPM |
| 1.79% | 1.77% | $29.1M | 88,855 | $25.5M | 86,654 | +2,201+2.54% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.75% | 0.35% | $28.4M | 24,579 | $5.1M | 14,957 | +9,622+64.33% | Add |
 META PLATFORMS INCMETA |
| 1.67% | 1.9% | $27.1M | 48,156 | $27.3M | 47,762 | +394+0.82% | Add |
| CCITIGROUP INCC |
| 1.53% | 1.5% | $24.9M | 177,732 | $21.6M | 190,503 | -12,771-6.70% | Reduce |
 TESLA INCTSLA |
| 1.39% | 1.09% | $22.6M | 53,667 | $15.7M | 42,280 | +11,387+26.93% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.2% | 0.43% | $19.5M | 33,512 | $6.2M | 30,673 | +2,839+9.26% | Add |
 CISCO SYS INCCSCO |
| 1.19% | 0.93% | $19.3M | 164,117 | $13.4M | 173,034 | -8,917-5.15% | Reduce |
 ELI LILLY & COLLY |
| 1.1% | 0.88% | $17.9M | 14,902 | $12.6M | 13,703 | +1,199+8.75% | Add |
 WELLTOWER INC COMWELL |
| 0.98% | 0.95% | $15.9M | 70,125 | $13.7M | 69,410 | +715+1.03% | Add |
 AMPHENOL CORPAPH |
| 0.96% | 0.64% | $15.7M | 88,885 | $9.2M | 72,629 | +16,256+22.38% | Add |
| AAlphabet Inc Class CGOOG |
| 0.96% | 0.81% | $15.5M | 44,002 | $11.6M | 40,498 | +3,504+8.65% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.87% | 0.92% | $14.1M | 27,362 | $13.3M | 26,546 | +816+3.07% | Add |
 EQUINIX INCEQIX |
| 0.86% | 0.92% | $14.0M | 13,475 | $13.3M | 13,532 | -57-0.42% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.84% | 0.35% | $13.7M | 32,963 | $5.0M | 18,548 | +14,415+77.72% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.81% | 0.39% | $13.2M | 20,712 | $5.6M | 20,720 | -8-0.04% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.79% | 0.09% | $12.8M | 32,271 | $1.4M | 4,265 | +28,006+656.65% | Add |
 KLA CORPKLAC |
| 0.76% | 0.97% | $12.4M | 41,101 | $13.9M | 9,452 | +31,649+334.84% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.74% | $11.1M | 43,862 | $10.6M | 43,274 | +588+1.36% | Add |
 VISA INCV |
| 0.68% | 0.71% | $11.1M | 32,331 | $10.3M | 33,986 | -1,655-4.87% | Reduce |
 AMGEN INC COMAMGN |
| 0.64% | 0.65% | $10.4M | 28,767 | $9.3M | 26,411 | +2,356+8.92% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.62% | 0.75% | $10.0M | 56,047 | $10.8M | 2,566 | +53,481+2,084.22% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.61% | 0.78% | $9.9M | 78,465 | $11.2M | 80,033 | -1,568-1.96% | Reduce |
 INTEL CORPINTC |
| 0.61% | 0.25% | $9.8M | 70,460 | $3.5M | 80,230 | -9,770-12.18% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.6% | 0.81% | $9.8M | 170,319 | $11.7M | 192,545 | -22,226-11.54% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.3% | $9.8M | 22,531 | $4.3M | 19,945 | +2,586+12.97% | Add |
 UNION PAC CORPUNP |
| 0.59% | 0.62% | $9.7M | 35,519 | $8.9M | 36,794 | -1,275-3.47% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.55% | 0.62% | $9.0M | 66,458 | $8.9M | 67,020 | -562-0.84% | Reduce |
 VENTAS INC COMVTR |
| 0.55% | 0.57% | $9.0M | 101,045 | $8.2M | 99,846 | +1,199+1.20% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.54% | 0.45% | $8.7M | 20,253 | $6.5M | 39,626 | -19,373-48.89% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.52% | 0.24% | $8.4M | 26,663 | $3.5M | 10,533 | +16,130+153.14% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.5% | 0.2% | $8.2M | 36,666 | $2.9M | 15,460 | +21,206+137.17% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.5% | 0.47% | $8.2M | 56,478 | $6.7M | 56,617 | -139-0.25% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.46% | 0.47% | $7.5M | 29,456 | $6.7M | 29,141 | +315+1.08% | Add |
| EEBAY INC. COMEBAY |
| 0.46% | 0.43% | $7.5M | 67,365 | $6.2M | 68,350 | -985-1.44% | Reduce |
 STATE STR CORP COMSTT |
| 0.45% | 0.39% | $7.3M | 43,096 | $5.6M | 44,295 | -1,199-2.71% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.45% | 0.51% | $7.3M | 14,571 | $7.4M | 15,402 | -831-5.40% | Reduce |
 US BANCORPUSB |
| 0.45% | 0.46% | $7.3M | 120,609 | $6.7M | 128,101 | -7,492-5.85% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.44% | 0.55% | $7.2M | 15,013 | $7.9M | 23,446 | -8,433-35.97% | Reduce |
 EXTRA SPACE STORAGE INCEXR |
| 0.44% | 0.44% | $7.2M | 49,209 | $6.4M | 48,456 | +753+1.55% | Add |
 NEWMONT CORPNEM |
| 0.44% | 0.59% | $7.1M | 75,728 | $8.4M | 77,905 | -2,177-2.79% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.43% | 0.14% | $7.0M | 29,384 | $2.0M | 9,464 | +19,920+210.48% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.43% | 0.5% | $6.9M | 42,378 | $7.2M | 62,554 | -20,176-32.25% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.42% | 0.36% | $6.8M | 30,234 | $5.2M | 25,634 | +4,600+17.94% | Add |
 ADOBE INC COMADBE |
| 0.41% | 0.56% | $6.7M | 32,472 | $8.1M | 33,386 | -914-2.74% | Reduce |
