 NVIDIA CORPORATIONNVDA |
| 6.27% | 6.27% | $8.31B | 41.5M | $7.33B | 42.0M | -459,822-1.09% | Reduce |
 APPLE INCAAPL |
| 5.47% | 5.61% | $7.26B | 25.1M | $6.55B | 25.8M | -741,101-2.87% | Reduce |
 MICROSOFT CORPMSFT |
| 3.55% | 4.12% | $4.71B | 12.6M | $4.81B | 13.0M | -386,567-2.97% | Reduce |
 AMAZON COM INCAMZN |
| 2.88% | 2.96% | $3.82B | 16.0M | $3.45B | 16.6M | -564,062-3.40% | Reduce |
 ALPHABET INCGOOGL |
| 2.77% | 2.49% | $3.68B | 10.3M | $2.92B | 10.1M | +145,451+1.43% | Add |
 BROADCOM INCAVGO |
| 2.32% | 2.17% | $3.08B | 8.2M | $2.54B | 8.2M | -55,056-0.67% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.2% | 2.01% | $2.91B | 8.2M | $2.34B | 8.2M | +79,068+0.97% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.71% | 0.55% | $2.27B | 2.0M | $643.1M | 1.9M | +62,766+3.30% | Add |
 META PLATFORMS INCMETA |
| 1.62% | 1.88% | $2.15B | 3.8M | $2.20B | 3.8M | -28,750-0.75% | Reduce |
 TESLA INCTSLA |
| 1.55% | 1.54% | $2.05B | 4.9M | $1.80B | 4.8M | +34,662+0.72% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.23% | 0.48% | $1.63B | 2.8M | $562.2M | 2.8M | +35,083+1.27% | Add |
 ELI LILLY & COLLY |
| 1.21% | 1.07% | $1.60B | 1.3M | $1.25B | 1.4M | -25,391-1.87% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.11% | 1.16% | $1.48B | 4.5M | $1.36B | 4.6M | -102,077-2.21% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.07% | 1.17% | $1.41B | 2.8M | $1.37B | 2.8M | -26,424-0.93% | Reduce |
 VISA INCV |
| 0.8% | 0.82% | $1.06B | 3.1M | $953.2M | 3.2M | -73,387-2.33% | Reduce |
 INTEL CORPINTC |
| 0.79% | 0.29% | $1.04B | 7.5M | $337.8M | 7.7M | -174,326-2.28% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.77% | 0.41% | $1.03B | 1.4M | $475.1M | 1.4M | +29,803+2.14% | Add |
 LAM RESEARCH CORPLRCX |
| 0.74% | 0.42% | $984.2M | 2.3M | $490.8M | 2.3M | -25,869-1.13% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.72% | 0.8% | $960.2M | 3.8M | $936.0M | 3.8M | -48,398-1.26% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.7% | 1.01% | $923.8M | 6.8M | $1.18B | 6.9M | -171,929-2.48% | Reduce |
 CATERPILLAR INCCAT |
| 0.65% | 0.48% | $867.2M | 814,357 | $564.9M | 797,434 | +16,923+2.12% | Add |
 WALMART INCWMT |
| 0.63% | 0.79% | $831.4M | 7.3M | $923.0M | 7.4M | -86,118-1.16% | Reduce |
 CISCO SYS INCCSCO |
| 0.62% | 0.48% | $822.8M | 7.0M | $556.1M | 7.2M | -162,471-2.27% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.58% | 0.65% | $772.6M | 1.5M | $762.2M | 1.5M | -21,177-1.39% | Reduce |
 KLA CORPKLAC |
| 0.56% | 0.32% | $739.7M | 2.5M | $369.6M | 250,998 | +2.2M+876.75% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.7% | $735.5M | 786,232 | $813.3M | 816,202 | -29,970-3.67% | Reduce |
 ABBVIE INCABBV |
| 0.52% | 0.54% | $687.9M | 2.7M | $630.3M | 2.9M | -164,335-5.67% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.49% | 0.49% | $650.5M | 11.4M | $569.7M | 11.7M | -269,322-2.30% | Reduce |
 HOME DEPOT INCHD |
| 0.47% | 0.51% | $626.0M | 1.8M | $591.5M | 1.8M | -23,547-1.31% | Reduce |
 GE AEROSPACEGE |
| 0.47% | 0.41% | $619.7M | 1.7M | $481.8M | 1.7M | -39,796-2.34% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.46% | 0.34% | $607.6M | 1.5M | $394.6M | 1.5M | +3,609+0.25% | Add |
 GE VERNOVA INCGEV |
| 0.41% | 0.35% | $542.0M | 461,338 | $413.1M | 473,210 | -11,872-2.51% | Reduce |
 COCA COLA COKO |
| 0.41% | 0.45% | $539.0M | 6.6M | $524.1M | 6.9M | -259,653-3.77% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.39% | 0.45% | $523.3M | 3.6M | $521.6M | 3.6M | -42,601-1.18% | Reduce |
 NETFLIX INCNFLX |
| 0.39% | 0.61% | $521.0M | 7.3M | $711.3M | 7.4M | -101,297-1.37% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.38% | 0.55% | $505.6M | 3.1M | $641.0M | 3.1M | -47,850-1.54% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.37% | 0.36% | $490.8M | 485,235 | $424.1M | 501,345 | -16,110-3.21% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.37% | 0.28% | $489.8M | 1.6M | $326.7M | 1.7M | -39,287-2.33% | Reduce |
 MERCK & CO INCMRK |
| 0.37% | 0.39% | $489.5M | 3.8M | $456.8M | 3.8M | +12,088+0.32% | Add |
| SSANDISK CORP COMSNDK |
| 0.37% | 0.12% | $488.2M | 214,727 | $138.9M | 218,617 | -3,890-1.78% | Reduce |
 PALO ALTOPANW |
| 0.35% | 0.19% | $470.4M | 1.4M | $222.7M | 1.4M | -9,831-0.71% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.34% | 0.08% | $446.7M | 1.5M | $90.5M | 913,834 | +585,818+64.11% | Add |
 ORACLE CORPORCL |
| 0.34% | 0.39% | $445.5M | 3.0M | $451.4M | 3.1M | -28,367-0.92% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.33% | 0.32% | $439.6M | 1.6M | $379.3M | 1.6M | -1,470-0.09% | Reduce |
 MORGAN STANLEYMS |
| 0.33% | 0.3% | $437.6M | 2.1M | $353.7M | 2.1M | -55,766-2.59% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.32% | 0.49% | $429.5M | 3.7M | $567.4M | 3.9M | -197,833-5.10% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.32% | 0.36% | $427.1M | 5.2M | $425.6M | 5.3M | -178,294-3.33% | Reduce |
 LINDE PLCLIN |
| 0.31% | 0.34% | $405.2M | 780,916 | $393.4M | 793,538 | -12,622-1.59% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.31% | 0.14% | $404.4M | 633,209 | $160.8M | 594,405 | +38,804+6.53% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.3% | 0.32% | $403.4M | 2.2M | $373.0M | 2.3M | -26,309-1.17% | Reduce |
