 APPLE INCAAPL |
| 18.02% | 17.92% | $35.6M | 123,157 | $31.5M | 124,228 | -1,071-0.86% | Reduce |
 ALPHABET INCGOOGL |
| 17.8% | 16.38% | $35.2M | 98,482 | $28.8M | 100,229 | -1,747-1.74% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 15.24% | 14.97% | $30.1M | 150,633 | $26.3M | 150,984 | -351-0.23% | Reduce |
 AMAZON COM INCAMZN |
| 14.79% | 14.47% | $29.3M | 122,726 | $25.4M | 122,190 | +536+0.44% | Add |
 META PLATFORMS INCMETA |
| 10.77% | 11.24% | $21.3M | 37,787 | $19.8M | 34,550 | +3,237+9.37% | Add |
 TESLA INCTSLA |
| 4.91% | 4.77% | $9.7M | 23,091 | $8.4M | 22,573 | +518+2.29% | Add |
 UBER TECHNOLOGIES INCUBER |
| 2.76% | 3.03% | $5.5M | 75,691 | $5.3M | 74,033 | +1,658+2.24% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 2.64% | — | $5.2M | 30,495 | $0 | 0 | +30,495 | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.41% | — | $4.8M | 10,579 | $0 | 0 | +10,579 | New Buy |
 ELI LILLY & COLLY |
| 2.36% | 1.97% | $4.7M | 3,892 | $3.5M | 3,770 | +122+3.24% | Add |
| AAlphabet Inc Class CGOOG |
| 2.34% | 2.16% | $4.6M | 13,101 | $3.8M | 13,227 | -126-0.95% | Reduce |
 GE VERNOVA INCGEV |
| 2.06% | 2.44% | $4.1M | 3,470 | $4.3M | 4,916 | -1,446-29.41% | Reduce |
 ASML HLDG NVASML |
| 1.35% | 0.92% | $2.7M | 1,343 | $1.6M | 1,222 | +121+9.90% | Add |
 WEYERHAEUSER COWY |
| 1.11% | 1% | $2.2M | 91,710 | $1.8M | 71,792 | +19,918+27.74% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.92% | 0.82% | $1.8M | 15,548 | $1.4M | 9,832 | +5,716+58.14% | Add |
 NETFLIX INCNFLX |
| 0.5% | 0.44% | $992,246 | 13,897 | $769,777 | 8,006 | +5,891+73.58% | Add |
