 ALPHABET INCGOOGL |
| 12.99% | 12.25% | $42.8M | 119,740 | $34.4M | 119,740 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 8.74% | 10.17% | $28.8M | 77,222 | $28.6M | 77,222 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 7.41% | 7.61% | $24.4M | 84,350 | $21.4M | 84,350 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 5.22% | 4.11% | $17.2M | 85,985 | $11.6M | 66,300 | +19,685+29.69% | Add |
 MICRON TECHNOLOGY INCMU |
| 5.01% | 1.17% | $16.5M | 14,298 | $3.3M | 9,717 | +4,581+47.14% | Add |
| PPROLOGIS INC. COMPLD |
| 4.05% | 4.63% | $13.3M | 98,400 | $13.0M | 98,400 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.79% | 3.6% | $12.5M | 35,329 | $10.1M | 35,329 | 00.00% | Unchanged |
 VISA INCV |
| 3.56% | 3.67% | $11.7M | 34,176 | $10.3M | 34,176 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.5% | 3.58% | $11.5M | 48,359 | $10.1M | 48,359 | 00.00% | Unchanged |
 WALMART INCWMT |
| 3.3% | 4.25% | $10.9M | 96,073 | $11.9M | 96,073 | 00.00% | Unchanged |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 3.28% | 3.1% | $10.8M | 30,855 | $8.7M | 30,855 | 00.00% | Unchanged |
 ROCKWELL AUTOMATION INCROK |
| 3.21% | 2.73% | $10.6M | 21,350 | $7.7M | 21,350 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 3.09% | 3.63% | $10.2M | 105,780 | $10.2M | 105,780 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 2.93% | 2.63% | $9.6M | 8,039 | $7.4M | 8,039 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 2.91% | 2.22% | $9.6M | 32,170 | $6.2M | 32,170 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.77% | 2.66% | $9.1M | 24,189 | $7.5M | 24,189 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.51% | 2.37% | $8.3M | 16,500 | $6.7M | 13,565 | +2,935+21.64% | Add |
 KLA CORPKLAC |
| 2.47% | 1.41% | $8.1M | 26,950 | $4.0M | 2,695 | +24,255+900.00% | Add |
 PROCTER & GAMBLE COPG |
| 2.33% | 2.69% | $7.7M | 52,430 | $7.6M | 52,430 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 2.2% | 2.73% | $7.3M | 82,603 | $7.7M | 82,603 | 00.00% | Unchanged |
 COCA COLA COKO |
| 2.13% | 2.34% | $7.0M | 86,390 | $6.6M | 86,390 | 00.00% | Unchanged |
 DEERE & CODE |
| 1.94% | 2.02% | $6.4M | 10,080 | $5.7M | 10,080 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 1.9% | 2.38% | $6.3M | 63,064 | $6.7M | 63,867 | -803-1.26% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.58% | 1.73% | $5.2M | 15,160 | $4.9M | 15,160 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 1.51% | — | $5.0M | 9,607 | $0 | 0 | +9,607 | New Buy |
 FORTINET INCFTNT |
| 1.47% | 0.92% | $4.8M | 31,501 | $2.6M | 31,501 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 1.18% | 1.32% | $3.9M | 13,950 | $3.7M | 13,950 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 0.95% | — | $3.1M | 4,328 | $0 | 0 | +4,328 | New Buy |
 ARM HOLDINGS PLCARM |
| 0.93% | 0.47% | $3.1M | 8,688 | $1.3M | 8,688 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 0.55% | 0.74% | $1.8M | 33,949 | $2.1M | 33,949 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.45% | 0.61% | $1.5M | 3,720 | $1.7M | 3,720 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.15% | 0.15% | $482,428 | 1,147 | $426,397 | 1,147 | 00.00% | Unchanged |
