 NVIDIA CORPORATIONNVDA |
| 5.44% | 5.38% | $212.9M | 1.0M | $172.8M | 973,979 | +75,770+7.78% | Add |
 BROADCOM INCAVGO |
| 5.05% | 4.73% | $197.5M | 492,261 | $151.9M | 483,032 | +9,229+1.91% | Add |
 APPLE INCAAPL |
| 3.8% | 3.09% | $148.8M | 470,482 | $99.4M | 388,351 | +82,131+21.15% | Add |
 APPLIED MATLS INCAMAT |
| 2.8% | 1.79% | $109.3M | 185,724 | $57.4M | 164,724 | +21,000+12.75% | Add |
 MICROSOFT CORPMSFT |
| 2.34% | 2.6% | $91.4M | 237,680 | $83.7M | 224,004 | +13,676+6.11% | Add |
 ALPHABET INCGOOGL |
| 2.33% | 2.23% | $91.3M | 254,371 | $71.5M | 241,870 | +12,501+5.17% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.28% | 2.13% | $89.3M | 204,347 | $68.4M | 201,857 | +2,490+1.23% | Add |
 AMAZON COM INCAMZN |
| 1.73% | 1.62% | $67.6M | 273,469 | $52.1M | 248,289 | +25,180+10.14% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.57% | 0.73% | $61.3M | 112,078 | $23.5M | 108,033 | +4,045+3.74% | Add |
 CATERPILLAR INCCAT |
| 1.38% | 1.24% | $54.1M | 57,682 | $39.7M | 55,349 | +2,333+4.22% | Add |
 JPMORGAN CHASE & COJPM |
| 1.32% | 1.36% | $51.5M | 153,504 | $43.8M | 148,628 | +4,876+3.28% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.16% | 1.14% | $45.3M | 42,867 | $36.7M | 42,501 | +366+0.86% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.08% | 1.17% | $42.1M | 162,603 | $37.5M | 154,290 | +8,313+5.39% | Add |
| BBANK OF AMER CORPBAC |
| 1.06% | 1.08% | $41.5M | 701,051 | $34.8M | 705,325 | -4,274-0.61% | Reduce |
 AMPHENOL CORPAPH |
| 0.95% | 0.96% | $37.1M | 228,372 | $30.7M | 239,752 | -11,380-4.75% | Reduce |
 PALO ALTOPANW |
| 0.9% | 0.72% | $35.3M | 104,272 | $23.1M | 141,467 | -37,195-26.29% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.87% | 0.83% | $33.8M | 85,975 | $26.6M | 83,478 | +2,497+2.99% | Add |
 RTX CORPORATIONRTX |
| 0.86% | 1.01% | $33.6M | 172,054 | $32.5M | 165,554 | +6,500+3.93% | Add |
 META PLATFORMS INCMETA |
| 0.82% | 0.68% | $32.2M | 51,034 | $21.7M | 37,818 | +13,216+34.95% | Add |
 MORGAN STANLEYMS |
| 0.82% | 0.72% | $32.0M | 143,969 | $23.2M | 140,158 | +3,811+2.72% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.8% | 1.03% | $31.1M | 34,080 | $33.0M | 32,528 | +1,552+4.77% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.79% | 0.29% | $31.1M | 31,324 | $9.3M | 25,508 | +5,816+22.80% | Add |
| NNASDAQ INCNDAQ |
| 0.72% | 0.84% | $28.1M | 320,809 | $26.9M | 310,538 | +10,271+3.31% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.69% | 0.77% | $27.1M | 51,737 | $24.8M | 50,240 | +1,497+2.98% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.68% | 0.61% | $26.8M | 35,634 | $19.6M | 29,845 | +5,789+19.40% | Add |
 AMGEN INC COMAMGN |
| 0.68% | 0.77% | $26.8M | 73,601 | $24.8M | 71,157 | +2,444+3.43% | Add |
 ORACLE CORPORCL |
| 0.67% | 0.93% | $26.3M | 182,682 | $29.7M | 203,031 | -20,349-10.02% | Reduce |
 HOME DEPOT INCHD |
| 0.67% | 0.72% | $26.1M | 77,053 | $23.2M | 72,091 | +4,962+6.88% | Add |
 CHEVRON CORPORATIONCVX |
| 0.66% | 0.86% | $25.8M | 148,016 | $27.7M | 139,177 | +8,839+6.35% | Add |
 ABBVIE INCABBV |
| 0.66% | 0.63% | $25.7M | 102,964 | $20.2M | 96,500 | +6,464+6.70% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.65% | 0.73% | $25.4M | 26,738 | $23.3M | 25,665 | +1,073+4.18% | Add |
 LINDE PLCLIN |
| 0.63% | 0.71% | $24.6M | 46,721 | $22.8M | 45,373 | +1,348+2.97% | Add |
 VISA INCV |
| 0.62% | 0.61% | $24.1M | 69,171 | $19.6M | 65,227 | +3,944+6.05% | Add |
 DEERE & CODE |
| 0.59% | 0.68% | $23.2M | 39,141 | $21.7M | 37,737 | +1,404+3.72% | Add |
 LAM RESEARCH CORPLRCX |
| 0.59% | 0.51% | $23.1M | 65,453 | $16.4M | 74,917 | -9,464-12.63% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.59% | 0.61% | $23.0M | 81,617 | $19.5M | 79,729 | +1,888+2.37% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.57% | 0.68% | $22.4M | 369,538 | $21.8M | 354,701 | +14,837+4.18% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.55% | 0.54% | $21.7M | 73,319 | $17.4M | 70,080 | +3,239+4.62% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.55% | 0.77% | $21.6M | 511,786 | $24.8M | 501,689 | +10,097+2.01% | Add |
 BLACKROCK INC COMBLK |
| 0.54% | 0.61% | $21.3M | 20,863 | $19.6M | 20,229 | +634+3.13% | Add |
 ELI LILLY & COLLY |
| 0.54% | 0.48% | $21.2M | 17,429 | $15.5M | 16,523 | +906+5.48% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.54% | 0.59% | $21.2M | 40,344 | $18.9M | 38,411 | +1,933+5.03% | Add |
 CSX CORPCSX |
| 0.53% | 0.52% | $20.6M | 416,577 | $16.7M | 405,751 | +10,826+2.67% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.52% | 0.08% | $20.2M | 26,472 | $2.6M | 6,390 | +20,082+314.27% | Add |
 UNION PAC CORPUNP |
| 0.5% | 0.51% | $19.7M | 69,017 | $16.4M | 67,051 | +1,966+2.93% | Add |
 INTUITINTU |
| 0.5% | 0.9% | $19.6M | 71,589 | $28.8M | 68,149 | +3,440+5.05% | Add |
 CHUBB LIMITEDCB |
| 0.48% | 0.48% | $18.7M | 53,733 | $15.5M | 47,266 | +6,467+13.68% | Add |
| CCITIGROUP INCC |
| 0.48% | 0.46% | $18.6M | 133,229 | $14.7M | 127,814 | +5,415+4.24% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.46% | 0.56% | $18.0M | 556,489 | $18.0M | 546,395 | +10,094+1.85% | Add |
 LOWES COS INC COMLOW |
| 0.46% | 0.58% | $18.0M | 84,301 | $18.7M | 80,847 | +3,454+4.27% | Add |
