 NVIDIA CORPORATIONNVDA |
| 6.25% | 6.72% | $13.9M | 69,615 | $11.9M | 68,472 | +1,143+1.67% | Add |
 APPLE INCAAPL |
| 5.28% | 5.6% | $11.8M | 40,661 | $10.0M | 39,254 | +1,407+3.58% | Add |
 MICROSOFT CORPMSFT |
| 3.53% | 4.28% | $7.9M | 21,093 | $7.6M | 20,538 | +555+2.70% | Add |
 AMAZON COM INCAMZN |
| 3.1% | 3.09% | $6.9M | 28,975 | $5.5M | 26,390 | +2,585+9.80% | Add |
 ALPHABET INCGOOGL |
| 2.6% | 2.54% | $5.8M | 16,221 | $4.5M | 15,733 | +488+3.10% | Add |
 BROADCOM INCAVGO |
| 2.38% | 2.44% | $5.3M | 14,020 | $4.3M | 14,020 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 2.27% | — | $5.0M | 6,740 | $0 | 0 | +6,740 | New Buy |
| AAlphabet Inc Class CGOOG |
| 2.25% | 2.29% | $5.0M | 14,198 | $4.1M | 14,198 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.84% | 2.08% | $4.1M | 7,278 | $3.7M | 6,458 | +820+12.70% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.82% | 0.67% | $4.1M | 3,519 | $1.2M | 3,519 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 1.75% | 1.59% | $3.9M | 9,285 | $2.8M | 7,616 | +1,669+21.91% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.44% | 0.6% | $3.2M | 5,535 | $1.1M | 5,251 | +284+5.41% | Add |
 ELI LILLY & COLLY |
| 1.41% | 1.21% | $3.1M | 2,613 | $2.2M | 2,338 | +275+11.76% | Add |
 JPMORGAN CHASE & COJPM |
| 1.34% | 1.47% | $3.0M | 9,150 | $2.6M | 8,913 | +237+2.66% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.29% | 1.37% | $2.9M | 5,752 | $2.4M | 5,073 | +679+13.38% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.23% | — | $2.7M | 7,410 | $0 | 0 | +7,410 | New Buy |
 INTEL CORPINTC |
| 0.99% | 0.36% | $2.2M | 15,758 | $632,956 | 14,343 | +1,415+9.87% | Add |
 VISA INCV |
| 0.86% | 0.85% | $1.9M | 5,560 | $1.5M | 4,978 | +582+11.69% | Add |
 APPLIED MATLS INCAMAT |
| 0.79% | 0.47% | $1.8M | 2,432 | $831,233 | 2,432 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.48% | $1.7M | 4,020 | $859,958 | 4,020 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.75% | 1.17% | $1.7M | 12,208 | $2.1M | 12,208 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 0.71% | 0.59% | $1.6M | 800 | $1.1M | 800 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.71% | 0.59% | $1.6M | 1,476 | $1.0M | 1,476 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.7% | 0.58% | $1.6M | 13,332 | $1.0M | 13,332 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.7% | 0.71% | $1.6M | 6,115 | $1.3M | 5,185 | +930+17.94% | Add |
 ABBVIE INCABBV |
| 0.67% | 0.64% | $1.5M | 5,893 | $1.1M | 5,230 | +663+12.68% | Add |
 WALMART INCWMT |
| 0.63% | 0.87% | $1.4M | 12,383 | $1.5M | 12,383 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.7% | $1.3M | 2,481 | $1.2M | 2,481 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 0.57% | — | $1.3M | 17,860 | $0 | 0 | +17,860 | New Buy |
 KLA CORPKLAC |
| 0.56% | 0.34% | $1.3M | 4,160 | $612,522 | 416 | +3,744+900.00% | Add |
 GE AEROSPACEGE |
| 0.54% | 0.52% | $1.2M | 3,241 | $921,221 | 3,241 | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 0.52% | 0.17% | $1.2M | 510 | $306,869 | 483 | +27+5.59% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.35% | $1.1M | 2,674 | $615,322 | 2,274 | +400+17.59% | Add |
| BBANK OF AMER CORPBAC |
| 0.5% | 0.37% | $1.1M | 19,462 | $651,203 | 13,358 | +6,104+45.70% | Add |
 COCA COLA COKO |
| 0.49% | 0.52% | $1.1M | 13,228 | $933,204 | 12,186 | +1,042+8.55% | Add |
 PALO ALTOPANW |
| 0.48% | 0.22% | $1.1M | 3,164 | $387,974 | 2,420 | +744+30.74% | Add |
 HOME DEPOT INCHD |
| 0.48% | 0.53% | $1.1M | 3,047 | $938,323 | 2,853 | +194+6.80% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.48% | 0.64% | $1.1M | 1,135 | $1.1M | 1,135 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.46% | 0.48% | $1.0M | 1,007 | $851,912 | 1,007 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.45% | 0.76% | $998,815 | 13,989 | $1.3M | 13,990 | -1-0.01% | Reduce |
 MERCK & CO INCMRK |
| 0.44% | 0.51% | $980,085 | 7,577 | $906,370 | 7,482 | +95+1.27% | Add |
 GE VERNOVA INCGEV |
| 0.43% | 0.4% | $956,744 | 814 | $710,948 | 814 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 0.41% | 0.5% | $923,171 | 11,171 | $889,324 | 11,171 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.41% | 0.51% | $907,262 | 6,187 | $900,295 | 6,233 | -46-0.74% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.4% | 0.2% | $889,143 | 2,983 | $348,676 | 1,796 | +1,187+66.09% | Add |
 CHEVRON CORPORATIONCVX |
| 0.4% | 0.62% | $887,811 | 5,356 | $1.1M | 5,356 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.37% | $881,874 | 3,136 | $665,118 | 2,744 | +392+14.29% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.4% | 0.4% | $880,895 | 4,830 | $712,279 | 4,270 | +560+13.11% | Add |
 RTX CORPORATIONRTX |
| 0.39% | 0.5% | $868,774 | 4,579 | $883,289 | 4,579 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.39% | 0.57% | $861,608 | 7,385 | $1.0M | 6,913 | +472+6.83% | Add |
