 NVIDIA CORPORATIONNVDA |
| 6.38% | 6.65% | $130.0M | 649,651 | $116.0M | 665,101 | -15,450-2.32% | Reduce |
 APPLE INCAAPL |
| 6.15% | 6.22% | $125.3M | 433,024 | $108.6M | 427,773 | +5,251+1.23% | Add |
 MICROSOFT CORPMSFT |
| 4.09% | 4.61% | $83.2M | 223,071 | $80.4M | 217,244 | +5,827+2.68% | Add |
 AMAZON COM INCAMZN |
| 3.61% | 3.6% | $73.4M | 308,064 | $62.9M | 301,872 | +6,192+2.05% | Add |
 ALPHABET INCGOOGL |
| 3.56% | 3.16% | $72.4M | 202,663 | $55.2M | 192,119 | +10,544+5.49% | Add |
| AAlphabet Inc Class CGOOG |
| 2.89% | 2.72% | $58.9M | 166,810 | $47.5M | 165,671 | +1,139+0.69% | Add |
 BROADCOM INCAVGO |
| 2.41% | 2.27% | $49.2M | 130,154 | $39.6M | 127,931 | +2,223+1.74% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.19% | 0.76% | $44.5M | 38,592 | $13.3M | 39,436 | -844-2.14% | Reduce |
 META PLATFORMS INCMETA |
| 1.9% | 2.11% | $38.8M | 68,822 | $36.8M | 64,403 | +4,419+6.86% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.52% | 0.63% | $31.0M | 53,299 | $11.0M | 54,120 | -821-1.52% | Reduce |
 TESLA INCTSLA |
| 1.46% | 1.45% | $29.7M | 70,714 | $25.2M | 67,873 | +2,841+4.19% | Add |
 ELI LILLY & COLLY |
| 1.22% | 1.03% | $24.9M | 20,769 | $17.9M | 19,468 | +1,301+6.68% | Add |
 JPMORGAN CHASE & COJPM |
| 1.17% | 1.27% | $23.9M | 72,905 | $22.2M | 75,431 | -2,526-3.35% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.12% | 0.66% | $22.9M | 52,745 | $11.5M | 53,825 | -1,080-2.01% | Reduce |
 INTEL CORPINTC |
| 1.09% | 0.42% | $22.2M | 159,053 | $7.3M | 165,175 | -6,122-3.71% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.06% | 0.59% | $21.5M | 29,781 | $10.3M | 30,208 | -427-1.41% | Reduce |
 WALMART INCWMT |
| 1.05% | 1.27% | $21.4M | 189,141 | $22.2M | 178,548 | +10,593+5.93% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.02% | 1.13% | $20.7M | 81,643 | $19.7M | 80,639 | +1,004+1.25% | Add |
 VISA INCV |
| 0.93% | 0.91% | $18.9M | 55,067 | $15.9M | 52,755 | +2,312+4.38% | Add |
 CISCO SYS INCCSCO |
| 0.9% | 0.91% | $18.3M | 155,802 | $15.9M | 204,660 | -48,858-23.87% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.97% | $16.1M | 17,160 | $17.0M | 17,029 | +131+0.77% | Add |
 CATERPILLAR INCCAT |
| 0.78% | 0.63% | $15.9M | 14,972 | $10.9M | 15,425 | -453-2.94% | Reduce |
 KLA CORPKLAC |
| 0.77% | 0.45% | $15.7M | 52,175 | $7.8M | 5,304 | +46,871+883.69% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.75% | $15.6M | 31,115 | $13.0M | 27,170 | +3,945+14.52% | Add |
 ABBVIE INCABBV |
| 0.71% | 0.71% | $14.5M | 57,804 | $12.4M | 56,944 | +860+1.51% | Add |
 TEXAS INSTRS INCTXN |
| 0.69% | 0.52% | $14.1M | 47,311 | $9.1M | 46,958 | +353+0.75% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.59% | 0.7% | $12.1M | 23,548 | $12.2M | 24,504 | -956-3.90% | Reduce |
 GE VERNOVA INCGEV |
| 0.53% | 0.46% | $10.8M | 9,192 | $8.0M | 9,127 | +65+0.71% | Add |
| QQUALCOMM INCQCOM |
| 0.53% | 0.43% | $10.8M | 58,329 | $7.4M | 57,736 | +593+1.03% | Add |
 PALO ALTOPANW |
| 0.52% | 0.29% | $10.7M | 31,285 | $5.0M | 31,253 | +32+0.10% | Add |
 MORGAN STANLEYMS |
| 0.52% | 0.5% | $10.6M | 50,625 | $8.6M | 52,511 | -1,886-3.59% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.5% | $10.4M | 183,062 | $8.8M | 180,752 | +2,310+1.28% | Add |
 AMGEN INC COMAMGN |
| 0.5% | 0.56% | $10.2M | 28,142 | $9.8M | 27,924 | +218+0.78% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.5% | 0.73% | $10.2M | 87,078 | $12.8M | 87,314 | -236-0.27% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.5% | 0.19% | $10.1M | 33,992 | $3.4M | 33,855 | +137+0.40% | Add |
 LINDE PLCLIN |
| 0.49% | 0.55% | $10.1M | 19,390 | $9.6M | 19,281 | +109+0.57% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.49% | 0.36% | $9.9M | 23,859 | $6.3M | 23,402 | +457+1.95% | Add |
 AMPHENOL CORPAPH |
| 0.48% | 0.4% | $9.7M | 55,197 | $7.1M | 55,877 | -680-1.22% | Reduce |
 MERCK & CO INCMRK |
| 0.47% | 0.51% | $9.7M | 75,099 | $8.9M | 74,160 | +939+1.27% | Add |
 NETFLIX INCNFLX |
| 0.46% | 0.71% | $9.3M | 130,493 | $12.3M | 128,375 | +2,118+1.65% | Add |
 COCA COLA COKO |
| 0.46% | 0.51% | $9.3M | 114,408 | $8.8M | 116,232 | -1,824-1.57% | Reduce |
 HOME DEPOT INCHD |
| 0.45% | 0.48% | $9.2M | 26,163 | $8.4M | 25,596 | +567+2.22% | Add |
 PROCTER & GAMBLE COPG |
| 0.45% | 0.52% | $9.2M | 62,716 | $9.1M | 62,879 | -163-0.26% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.43% | 0.19% | $8.8M | 20,356 | $3.4M | 20,454 | -98-0.48% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.43% | 0.43% | $8.7M | 8,570 | $7.5M | 8,919 | -349-3.91% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.42% | 0.51% | $8.6M | 97,725 | $8.9M | 96,308 | +1,417+1.47% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.42% | 0.25% | $8.6M | 11,233 | $4.4M | 11,232 | +1+0.01% | Add |
 EXXON MOBIL CORPXOM |
| 0.41% | 0.58% | $8.4M | 61,482 | $10.2M | 60,025 | +1,457+2.43% | Add |
 CHUBB LIMITEDCB |
| 0.41% | 0.48% | $8.3M | 24,422 | $8.3M | 25,531 | -1,109-4.34% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.41% | 0.38% | $8.3M | 20,944 | $6.6M | 20,764 | +180+0.87% | Add |
