 NVIDIA CORPORATIONNVDA |
| 4.81% | 4.63% | $335.7M | 1.8M | $271.4M | 1.6M | +226,562+14.53% | Add |
 MICROSOFT CORPMSFT |
| 4.2% | 3.96% | $293.2M | 788,563 | $232.1M | 627,951 | +160,612+25.58% | Add |
 ALPHABET INCGOOGL |
| 4.12% | 4.2% | $287.7M | 885,669 | $246.1M | 859,424 | +26,245+3.05% | Add |
 AMAZON COM INCAMZN |
| 2.41% | 2.37% | $167.9M | 760,987 | $139.2M | 669,781 | +91,206+13.62% | Add |
 APPLE INCAAPL |
| 2.38% | 2.41% | $165.8M | 604,536 | $141.4M | 558,789 | +45,747+8.19% | Add |
 APPLIED MATLS INCAMAT |
| 1.94% | 1.09% | $135.4M | 201,443 | $63.7M | 186,490 | +14,953+8.02% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.64% | 1.93% | $114.2M | 190,887 | $113.1M | 189,287 | +1,600+0.85% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.62% | 2.01% | $113.1M | 456,968 | $117.7M | 481,585 | -24,617-5.11% | Reduce |
| IISHARES INCIEMG |
| 1.59% | 1.89% | $110.7M | 1.6M | $110.6M | 1.6M | +979+0.06% | Add |
 BROADCOM INCAVGO |
| 1.57% | 1.83% | $109.7M | 333,301 | $107.3M | 347,788 | -14,487-4.17% | Reduce |
 HOME DEPOT INCHD |
| 1.57% | 1.86% | $109.4M | 327,267 | $109.3M | 332,591 | -5,324-1.60% | Reduce |
 CME GROUP INCCME |
| 1.55% | 1.91% | $108.5M | 373,625 | $111.9M | 379,013 | -5,388-1.42% | Reduce |
 MERCK & CO INCMRK |
| 1.45% | 1.97% | $100.9M | 987,390 | $115.5M | 960,714 | +26,676+2.78% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1.36% | 1.71% | $94.8M | 690,777 | $100.5M | 721,261 | -30,484-4.23% | Reduce |
 ELI LILLY & COLLY |
| 1.32% | 1.4% | $91.8M | 89,972 | $82.4M | 89,613 | +359+0.40% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.29% | 0.16% | $90.1M | 82,938 | $9.3M | 27,419 | +55,519+202.48% | Add |
 EMERSON ELEC COEMR |
| 1.28% | 1.53% | $89.2M | 674,772 | $89.6M | 684,181 | -9,409-1.38% | Reduce |
 ABBVIE INCABBV |
| 1.11% | 1.25% | $77.4M | 342,816 | $73.3M | 336,967 | +5,849+1.74% | Add |
 TEXAS INSTRS INCTXN |
| 1.06% | 1.27% | $74.3M | 369,538 | $74.8M | 385,100 | -15,562-4.04% | Reduce |
 INTEL CORPINTC |
| 1.06% | 0.83% | $74.2M | 571,643 | $48.9M | 1.1M | -536,086-48.40% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.06% | 1.23% | $73.7M | 146,433 | $72.1M | 144,289 | +2,144+1.49% | Add |
 PACCAR INCPCAR |
| 1.05% | 1.25% | $73.1M | 630,049 | $73.6M | 636,860 | -6,811-1.07% | Reduce |
 AMGEN INC COMAMGN |
| 1.04% | 1.25% | $72.8M | 206,411 | $73.1M | 207,680 | -1,269-0.61% | Reduce |
 ROYAL BK CDA COMRY |
| 0.99% | 1.16% | $68.9M | 414,297 | $67.8M | 420,443 | -6,146-1.46% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.99% | 0.53% | $68.9M | 175,233 | $31.2M | 98,279 | +76,954+78.30% | Add |
 FERROVIAL NV ORD SHSFER |
| 0.98% | 1.17% | $68.7M | 1.1M | $68.6M | 1.1M | -3,166-0.29% | Reduce |
 MCDONALDS CORPMCD |
| 0.97% | 1.15% | $67.8M | 222,165 | $67.2M | 216,127 | +6,038+2.79% | Add |
| EEXELON CORPEXC |
| 0.96% | 1.16% | $67.2M | 1.4M | $68.3M | 1.4M | -12,174-0.87% | Reduce |
 META PLATFORMS INCMETA |
| 0.94% | 0.86% | $65.3M | 115,007 | $50.5M | 88,364 | +26,643+30.15% | Add |
 ILLINOIS TOOLITW |
| 0.93% | 1.12% | $65.1M | 275,565 | $65.6M | 252,143 | +23,422+9.29% | Add |
 REALTY INCOME CORP COMO |
| 0.93% | 1.12% | $65.0M | 1.2M | $65.8M | 1.1M | +109,371+10.18% | Add |
 PROCTER & GAMBLE COPG |
| 0.9% | 1.07% | $62.7M | 433,359 | $63.0M | 435,953 | -2,594-0.60% | Reduce |
| AAT&T INCT |
| 0.87% | 1.09% | $61.1M | 2.2M | $64.0M | 2.2M | -32,058-1.45% | Reduce |
 PEPSICO INCPEP |
| 0.86% | 1.02% | $59.7M | 391,872 | $59.9M | 385,731 | +6,141+1.59% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.84% | 0.96% | $58.6M | 236,657 | $56.1M | 231,531 | +5,126+2.21% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.83% | 1.02% | $58.0M | 959,632 | $60.1M | 984,117 | -24,485-2.49% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.81% | 0.97% | $56.2M | 654,049 | $56.6M | 664,489 | -10,440-1.57% | Reduce |
 CISCO SYS INCCSCO |
| 0.8% | 0.95% | $55.8M | 688,941 | $55.6M | 716,768 | -27,827-3.88% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.53% | $52.0M | 156,993 | $31.3M | 108,981 | +48,012+44.06% | Add |
 LINDE PLCLIN |
| 0.74% | 0.64% | $51.6M | 102,803 | $37.7M | 76,136 | +26,667+35.03% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.73% | 0.87% | $50.9M | 274,355 | $51.2M | 252,058 | +22,297+8.85% | Add |
 DARDEN RESTAURANTS INCDRI |
| 0.71% | 0.85% | $49.6M | 251,657 | $49.8M | 254,045 | -2,388-0.94% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.7% | 0.86% | $48.7M | 49,099 | $50.3M | 50,469 | -1,370-2.71% | Reduce |
 LOGITECH INTL S A SHSLOGI |
| 0.69% | 0.81% | $48.2M | 533,593 | $47.3M | 525,715 | +7,878+1.50% | Add |
 TESLA INCTSLA |
| 0.69% | 0.83% | $47.9M | 120,357 | $48.7M | 131,050 | -10,693-8.16% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.66% | 0.68% | $45.9M | 348,419 | $40.0M | 337,613 | +10,806+3.20% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.65% | 0.76% | $45.6M | 250,834 | $44.5M | 224,517 | +26,317+11.72% | Add |
 WALMART INCWMT |
| 0.65% | 0.78% | $45.4M | 384,398 | $45.7M | 368,004 | +16,394+4.45% | Add |
 UBS GROUP AGUBS |
| 0.62% | 0.71% | $43.3M | 1.1M | $41.5M | 1.1M | +17,759+1.63% | Add |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.28% | $42.0M | 96,952 | $16.2M | 75,621 | +21,331+28.21% | Add |
