 NVIDIA CORPORATIONNVDA |
| 7.5% | 7.58% | $13.2M | 66,054 | $11.7M | 66,799 | -745-1.12% | Reduce |
 APPLE INCAAPL |
| 6.57% | 6.7% | $11.6M | 39,998 | $10.4M | 40,609 | -611-1.50% | Reduce |
 MICROSOFT CORPMSFT |
| 4.28% | 4.87% | $7.6M | 20,241 | $7.5M | 20,430 | -189-0.93% | Reduce |
 AMAZON COM INCAMZN |
| 3.61% | 3.63% | $6.4M | 26,684 | $5.6M | 26,746 | -62-0.23% | Reduce |
 ALPHABET INCGOOGL |
| 3.24% | 3.07% | $5.7M | 15,983 | $4.8M | 15,994 | -11-0.07% | Reduce |
 BROADCOM INCAVGO |
| 2.77% | 2.63% | $4.9M | 12,918 | $4.1M | 12,984 | -66-0.51% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.43% | $4.6M | 12,882 | $3.8M | 12,785 | +97+0.76% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.02% | 0.73% | $3.6M | 3,080 | $1.1M | 3,085 | -5-0.16% | Reduce |
 META PLATFORMS INCMETA |
| 1.91% | 2.24% | $3.4M | 5,986 | $3.5M | 5,987 | -1-0.02% | Reduce |
 TESLA INCTSLA |
| 1.83% | 1.9% | $3.2M | 7,678 | $2.9M | 7,724 | -46-0.60% | Reduce |
 ELI LILLY & COLLY |
| 1.47% | 1.34% | $2.6M | 2,156 | $2.1M | 2,183 | -27-1.24% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.61% | $2.6M | 4,448 | $939,680 | 4,476 | -28-0.63% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.42% | 1.56% | $2.5M | 4,997 | $2.4M | 5,041 | -44-0.87% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.36% | 1.43% | $2.4M | 7,303 | $2.2M | 7,480 | -177-2.37% | Reduce |
 INTEL CORPINTC |
| 1.02% | 0.38% | $1.8M | 12,869 | $591,106 | 12,349 | +520+4.21% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.94% | 1.04% | $1.7M | 6,555 | $1.6M | 6,623 | -68-1.03% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.89% | 0.5% | $1.6M | 2,165 | $773,423 | 2,189 | -24-1.10% | Reduce |
 VISA INCV |
| 0.88% | 0.89% | $1.6M | 4,523 | $1.4M | 4,639 | -116-2.50% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.88% | 1.21% | $1.5M | 11,287 | $1.9M | 11,589 | -302-2.61% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.84% | 0.49% | $1.5M | 3,407 | $765,235 | 3,452 | -45-1.30% | Reduce |
 WALMART INCWMT |
| 0.77% | 0.97% | $1.4M | 11,934 | $1.5M | 12,053 | -119-0.99% | Reduce |
 CATERPILLAR INCCAT |
| 0.76% | 0.61% | $1.3M | 1,259 | $938,077 | 1,286 | -27-2.10% | Reduce |
 CISCO SYS INCCSCO |
| 0.72% | 0.54% | $1.3M | 10,762 | $844,146 | 10,834 | -72-0.66% | Reduce |
 ABBVIE INCABBV |
| 0.69% | 0.67% | $1.2M | 4,814 | $1.0M | 4,857 | -43-0.89% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.64% | 0.78% | $1.1M | 1,211 | $1.2M | 1,219 | -8-0.66% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.64% | 0.72% | $1.1M | 2,201 | $1.1M | 2,253 | -52-2.31% | Reduce |
 KLA CORPKLAC |
| 0.61% | 0.35% | $1.1M | 3,569 | $549,471 | 362 | +3,207+885.91% | Add |
 GE AEROSPACEGE |
| 0.6% | 0.55% | $1.1M | 2,844 | $847,738 | 2,900 | -56-1.93% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.58% | 0.44% | $1.0M | 2,473 | $681,871 | 2,490 | -17-0.68% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.58% | 0.59% | $1.0M | 17,786 | $909,095 | 18,459 | -673-3.65% | Reduce |
 HOME DEPOT INCHD |
| 0.54% | 0.58% | $957,879 | 2,716 | $901,274 | 2,735 | -19-0.69% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.6% | $929,844 | 6,341 | $925,436 | 6,422 | -81-1.26% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.52% | 0.18% | $918,587 | 404 | $280,330 | 406 | -2-0.49% | Reduce |
 MERCK & CO INCMRK |
| 0.49% | 0.53% | $864,420 | 6,727 | $824,341 | 6,823 | -96-1.41% | Reduce |
 GE VERNOVA INCGEV |
| 0.49% | 0.43% | $862,347 | 734 | $666,849 | 746 | -12-1.61% | Reduce |
 COCA COLA COKO |
| 0.49% | 0.52% | $856,261 | 10,536 | $809,631 | 10,642 | -106-1.00% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.66% | $844,879 | 5,097 | $1.0M | 5,201 | -104-2.00% | Reduce |
 NETFLIX INCNFLX |
| 0.46% | 0.72% | $818,815 | 11,468 | $1.1M | 11,646 | -178-1.53% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.46% | 0.46% | $815,164 | 806 | $708,344 | 824 | -18-2.18% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.44% | 0.44% | $767,239 | 4,241 | $674,585 | 4,279 | -38-0.89% | Reduce |
 PALO ALTOPANW |
| 0.43% | 0.23% | $753,313 | 2,209 | $351,194 | 2,186 | +23+1.05% | Add |
 TEXAS INSTRS INCTXN |
| 0.42% | 0.32% | $738,617 | 2,478 | $490,141 | 2,498 | -20-0.80% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.41% | 0.59% | $730,004 | 6,257 | $919,904 | 6,280 | -23-0.37% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.4% | $720,179 | 2,561 | $624,793 | 2,570 | -9-0.35% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.4% | — | $702,723 | 2,359 | $0 | 0 | +2,359 | New Buy |
 RTX CORPORATIONRTX |
| 0.4% | 0.46% | $696,309 | 3,670 | $717,661 | 3,687 | -17-0.46% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.39% | 0.45% | $688,804 | 8,335 | $694,509 | 8,624 | -289-3.35% | Reduce |
 MORGAN STANLEYMS |
| 0.39% | 0.36% | $682,934 | 3,267 | $551,472 | 3,320 | -53-1.60% | Reduce |
 ORACLE CORPORCL |
| 0.38% | 0.43% | $677,794 | 4,625 | $672,186 | 4,626 | -1-0.02% | Reduce |
 LINDE PLCLIN |
| 0.37% | 0.41% | $654,902 | 1,262 | $633,682 | 1,283 | -21-1.64% | Reduce |
