 ALPHABET INCGOOGL |
| 10.43% | 11% | $25.7M | 71,896 | $24.1M | 83,718 | -11,822-14.12% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 9.79% | 9.98% | $24.1M | 48,189 | $21.8M | 45,570 | +2,619+5.75% | Add |
 META PLATFORMS INCMETA |
| 9.01% | 10.04% | $22.2M | 39,366 | $22.0M | 38,406 | +960+2.50% | Add |
 NU HLDGS LTDNU |
| 8.41% | 9.29% | $20.7M | 1.6M | $20.3M | 1.4M | +137,098+9.70% | Add |
 AMERICAN EXPRESS COAXP |
| 6.7% | 6.55% | $16.5M | 48,782 | $14.3M | 47,385 | +1,397+2.95% | Add |
 JPMORGAN CHASE & COJPM |
| 5.37% | 5.84% | $13.2M | 40,419 | $12.8M | 43,416 | -2,997-6.90% | Reduce |
 MICROSOFT CORPMSFT |
| 5.37% | 4.66% | $13.2M | 35,421 | $10.2M | 27,533 | +7,888+28.65% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.27% | 4.08% | $13.0M | 27,179 | $8.9M | 26,420 | +759+2.87% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 4.58% | 3.8% | $11.3M | 29,175 | $8.3M | 28,380 | +795+2.80% | Add |
 VISA INCV |
| 4.55% | 3.83% | $11.2M | 32,677 | $8.4M | 27,697 | +4,980+17.98% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 3.62% | 2.58% | $8.9M | 21,421 | $5.6M | 20,863 | +558+2.67% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 3.09% | 3.39% | $7.6M | 82,539 | $7.4M | 80,351 | +2,188+2.72% | Add |
 CDW CORPCDW |
| 2.9% | 2.73% | $7.1M | 50,751 | $6.0M | 49,310 | +1,441+2.92% | Add |
 LOWES COS INC COMLOW |
| 2.89% | 3.39% | $7.1M | 32,256 | $7.4M | 31,413 | +843+2.68% | Add |
 APPLE INCAAPL |
| 2.65% | 2.55% | $6.5M | 22,532 | $5.6M | 21,957 | +575+2.62% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 2.29% | 2.08% | $5.6M | 31,656 | $4.6M | 1,081 | +30,575+2,828.40% | Add |
| OON HLDG AGONON |
| 2.13% | 1.8% | $5.3M | 148,367 | $3.9M | 115,689 | +32,678+28.25% | Add |
 DEERE & CODE |
| 1.9% | 1.85% | $4.7M | 7,390 | $4.1M | 7,192 | +198+2.75% | Add |
 WELLS FARGO CO NEWWFC |
| 1.85% | 2.47% | $4.6M | 55,133 | $5.4M | 67,768 | -12,635-18.64% | Reduce |
 ADOBE INC COMADBE |
| 1.77% | 1.88% | $4.4M | 21,241 | $4.1M | 16,889 | +4,352+25.77% | Add |
| BBANK OF AMER CORPBAC |
| 1.58% | 2.65% | $3.9M | 68,221 | $5.8M | 118,861 | -50,640-42.60% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.27% | 1.02% | $3.1M | 6,819 | $2.2M | 4,623 | +2,196+47.50% | Add |
 TESLA INCTSLA |
| 0.72% | 0.71% | $1.8M | 4,190 | $1.6M | 4,190 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.54% | 0.53% | $1.3M | 1,768 | $1.1M | 1,768 | 00.00% | Unchanged |
| WWISDOMTREE JAPANDXJ |
| 0.3% | 0.3% | $728,784 | 4,200 | $666,036 | 4,200 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.26% | 0.2% | $645,329 | 606 | $429,327 | 606 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.25% | 0.23% | $606,822 | 600 | $507,594 | 600 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.22% | 0.25% | $552,024 | 7,650 | $550,265 | 7,650 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.19% | 0.19% | $464,048 | 1,947 | $405,502 | 1,947 | 00.00% | Unchanged |
| KKKR & CO INC COMKKR |
| 0.06% | 0.07% | $153,089 | 1,668 | $154,290 | 1,668 | 00.00% | Unchanged |
 NIKE INCNKE |
| 0.04% | 0.06% | $101,352 | 2,469 | $130,413 | 2,469 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| <0.01% | <0.01% | $1,767 | 5 | $4,590 | 16 | -11-68.75% | Reduce |
