 MICRON TECHNOLOGY INCMU |
| 14.59% | 7.34% | $104.9M | 90,864 | $35.0M | 103,670 | -12,806-12.35% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.85% | 7.59% | $42.0M | 210,075 | $36.2M | 207,533 | +2,542+1.22% | Add |
 APPLE INCAAPL |
| 4.66% | 6.21% | $33.5M | 115,767 | $29.6M | 116,683 | -916-0.79% | Reduce |
 ALPHABET INCGOOGL |
| 4.26% | 3.43% | $30.6M | 85,639 | $16.3M | 56,856 | +28,783+50.62% | Add |
 BROADCOM INCAVGO |
| 3.92% | 4.86% | $28.2M | 74,650 | $23.2M | 74,969 | -319-0.43% | Reduce |
 COHERENT CORPCOHR |
| 3.51% | 3.32% | $25.3M | 64,066 | $15.8M | 66,394 | -2,328-3.51% | Reduce |
 ELI LILLY & COLLY |
| 3.15% | 3.58% | $22.6M | 18,872 | $17.1M | 18,563 | +309+1.66% | Add |
 LUMENTUM HLDGS INCLITE |
| 2.92% | 3.7% | $21.0M | 24,485 | $17.6M | 25,108 | -623-2.48% | Reduce |
 KLA CORPKLAC |
| 2.88% | 2.12% | $20.7M | 68,560 | $10.1M | 6,861 | +61,699+899.27% | Add |
 AMAZON COM INCAMZN |
| 2.76% | 2.9% | $19.8M | 83,248 | $13.8M | 66,469 | +16,779+25.24% | Add |
 LAM RESEARCH CORPLRCX |
| 2.5% | 1.68% | $17.9M | 41,406 | $8.0M | 37,493 | +3,913+10.44% | Add |
 MICROSOFT CORPMSFT |
| 2.31% | 1.74% | $16.6M | 44,525 | $8.3M | 22,453 | +22,072+98.30% | Add |
 CATERPILLAR INCCAT |
| 2.3% | 2.24% | $16.6M | 15,546 | $10.7M | 15,061 | +485+3.22% | Add |
 VERTIV HOLDINGS COVRT |
| 2.13% | 2.41% | $15.3M | 45,745 | $11.5M | 45,782 | -37-0.08% | Reduce |
 CISCO SYS INCCSCO |
| 2.07% | 2.06% | $14.9M | 126,470 | $9.8M | 126,913 | -443-0.35% | Reduce |
 CORNING INCGLW |
| 2% | 1.54% | $14.4M | 56,395 | $7.4M | 54,060 | +2,335+4.32% | Add |
 ARISTA NETWORKS INCANET |
| 1.89% | 1.94% | $13.6M | 79,993 | $9.2M | 75,186 | +4,807+6.39% | Add |
 PALO ALTOPANW |
| 1.75% | 0.76% | $12.6M | 36,822 | $3.6M | 22,617 | +14,205+62.81% | Add |
 APPLIED MATLS INCAMAT |
| 1.7% | 0.45% | $12.2M | 16,863 | $2.2M | 6,319 | +10,544+166.86% | Add |
 GE VERNOVA INCGEV |
| 1.53% | 1.66% | $11.0M | 9,388 | $7.9M | 9,070 | +318+3.51% | Add |
 ARM HOLDINGS PLCARM |
| 1.39% | 0.89% | $10.0M | 28,218 | $4.3M | 28,218 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.28% | 1.84% | $9.2M | 18,331 | $8.8M | 18,348 | -17-0.09% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.26% | 1.68% | $9.0M | 12,118 | $8.0M | 12,350 | -232-1.88% | Reduce |
 LINDE PLCLIN |
| 1.23% | 1.81% | $8.9M | 17,081 | $8.6M | 17,407 | -326-1.87% | Reduce |
 TJX COS INC NEWTJX |
| 1.22% | 1.75% | $8.8M | 57,902 | $8.4M | 52,333 | +5,569+10.64% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.15% | 0.76% | $8.3M | 22,126 | $3.6M | 13,000 | +9,126+70.20% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.11% | 1.37% | $8.0M | 29,802 | $6.5M | 28,379 | +1,423+5.01% | Add |
| AAlphabet Inc Class CGOOG |
| 1.01% | 1.23% | $7.2M | 20,483 | $5.9M | 20,528 | -45-0.22% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.9% | 1.44% | $6.5M | 6,908 | $6.9M | 6,883 | +25+0.36% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.89% | 0.15% | $6.4M | 14,872 | $692,629 | 4,220 | +10,652+252.42% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.85% | — | $6.1M | 7,974 | $0 | 0 | +7,974 | New Buy |
 ASML HLDG NVASML |
| 0.71% | 0.68% | $5.1M | 2,565 | $3.2M | 2,439 | +126+5.17% | Add |
| IISHARES TRITA |
| 0.68% | 0.92% | $4.9M | 20,027 | $4.4M | 20,030 | -3-0.01% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.65% | — | $4.7M | 16,648 | $0 | 0 | +16,648 | New Buy |
 CLOUDFLARE INCNET |
| 0.64% | 0.85% | $4.6M | 18,876 | $4.0M | 19,608 | -732-3.73% | Reduce |
 CVS HEALTH CORPCVS |
| 0.63% | — | $4.5M | 43,545 | $0 | 0 | +43,545 | New Buy |
 MERCK & CO INCMRK |
| 0.62% | 0.88% | $4.5M | 34,686 | $4.2M | 34,967 | -281-0.80% | Reduce |
 GE AEROSPACEGE |
| 0.62% | 0.76% | $4.5M | 11,910 | $3.6M | 12,838 | -928-7.23% | Reduce |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.58% | 0.69% | $4.2M | 48,185 | $3.3M | 73,050 | -24,865-34.04% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.57% | 0.68% | $4.1M | 13,638 | $3.3M | 13,729 | -91-0.66% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.55% | 0.56% | $4.0M | 8,317 | $2.7M | 7,907 | +410+5.19% | Add |
 ABBVIE INCABBV |
| 0.51% | 0.7% | $3.7M | 14,566 | $3.3M | 15,337 | -771-5.03% | Reduce |
 INTEL CORPINTC |
| 0.49% | — | $3.5M | 25,045 | $0 | 0 | +25,045 | New Buy |
 AMPHENOL CORPAPH |
| 0.47% | — | $3.4M | 19,365 | $0 | 0 | +19,365 | New Buy |
 EQUINIX INCEQIX |
| 0.47% | — | $3.4M | 3,269 | $0 | 0 | +3,269 | New Buy |
 CIENA CORPCIEN |
| 0.41% | 0.56% | $2.9M | 5,943 | $2.7M | 6,913 | -970-14.03% | Reduce |
| FFABRINETFN |
| 0.39% | 0.74% | $2.8M | 4,998 | $3.5M | 6,787 | -1,789-26.36% | Reduce |
 VISA INCV |
| 0.36% | 0.48% | $2.6M | 7,553 | $2.3M | 7,566 | -13-0.17% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.34% | — | $2.4M | 8,025 | $0 | 0 | +8,025 | New Buy |
 NETFLIX INCNFLX |
| 0.33% | 0.7% | $2.4M | 33,346 | $3.3M | 34,520 | -1,174-3.40% | Reduce |
