 NVIDIA CORPORATIONNVDA |
| 14.76% | 15.32% | $21.8M | 109,061 | $20.1M | 115,280 | -6,219-5.39% | Reduce |
 BROADCOM INCAVGO |
| 7.88% | 7.69% | $11.6M | 30,817 | $10.1M | 32,605 | -1,788-5.48% | Reduce |
| AAlphabet Inc Class CGOOG |
| 7.73% | 7.46% | $11.4M | 32,315 | $9.8M | 34,114 | -1,799-5.27% | Reduce |
 AMAZON COM INCAMZN |
| 7.15% | 7.44% | $10.6M | 44,350 | $9.8M | 46,898 | -2,548-5.43% | Reduce |
 APPLE INCAAPL |
| 5.95% | 6.21% | $8.8M | 30,384 | $8.2M | 32,122 | -1,738-5.41% | Reduce |
 KLA CORPKLAC |
| 5% | 2.91% | $7.4M | 24,490 | $3.8M | 2,596 | +21,894+843.37% | Add |
 AMPHENOL CORPAPH |
| 4.6% | 3.94% | $6.8M | 38,593 | $5.2M | 40,948 | -2,355-5.75% | Reduce |
 META PLATFORMS INCMETA |
| 4.44% | 5.37% | $6.6M | 11,651 | $7.1M | 12,327 | -676-5.48% | Reduce |
 TESLA INCTSLA |
| 4.39% | 4.49% | $6.5M | 15,411 | $5.9M | 15,855 | -444-2.80% | Reduce |
 MICROSOFT CORPMSFT |
| 4.19% | 4.95% | $6.2M | 16,590 | $6.5M | 17,539 | -949-5.41% | Reduce |
 GE AEROSPACEGE |
| 4.06% | 3.69% | $6.0M | 16,073 | $4.8M | 17,056 | -983-5.76% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 4.04% | 4.69% | $6.0M | 11,638 | $6.1M | 12,307 | -669-5.44% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 3.87% | 3.96% | $5.7M | 21,264 | $5.2M | 22,553 | -1,289-5.72% | Reduce |
 ARISTA NETWORKS INCANET |
| 3.54% | 3.06% | $5.2M | 30,788 | $4.0M | 32,654 | -1,866-5.71% | Reduce |
 ELI LILLY & COLLY |
| 3.42% | 3.13% | $5.1M | 4,211 | $4.1M | 4,467 | -256-5.73% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 2.95% | 2.47% | $4.4M | 41,664 | $3.2M | 44,192 | -2,528-5.72% | Reduce |
 MORGAN STANLEYMS |
| 2.9% | 2.73% | $4.3M | 20,520 | $3.6M | 21,766 | -1,246-5.72% | Reduce |
 VISA INCV |
| 2.73% | 2.86% | $4.0M | 11,753 | $3.8M | 12,424 | -671-5.40% | Reduce |
| RRALPH LAUREN CORPRL |
| 2.17% | 2.22% | $3.2M | 7,999 | $2.9M | 8,486 | -487-5.74% | Reduce |
 ROSS STORES INC COMROST |
| 1.93% | 2.35% | $2.9M | 13,425 | $3.1M | 14,238 | -813-5.71% | Reduce |
 TJX COS INC NEWTJX |
| 1.92% | 2.41% | $2.8M | 18,693 | $3.2M | 19,823 | -1,130-5.70% | Reduce |
| IISHARES RUSSELLIWB |
| 0.38% | 0.49% | $560,196 | 1,368 | $644,660 | 1,808 | -440-24.34% | Reduce |
