 APPLE INCAAPL |
| 20.76% | 21.87% | $39.6M | 136,849 | $34.6M | 136,456 | +393+0.29% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.39% | 7.7% | $14.1M | 70,489 | $12.2M | 69,945 | +544+0.78% | Add |
 LAM RESEARCH CORPLRCX |
| 6.2% | 3.67% | $11.8M | 27,285 | $5.8M | 27,208 | +77+0.28% | Add |
| VVANGUARD INDEX FDSVOO |
| 5.13% | 4.87% | $9.8M | 13,283 | $7.7M | 13,355 | -72-0.54% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 4.22% | 5.83% | $8.1M | 20,268 | $9.2M | 20,036 | +232+1.16% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 3.55% | 3.72% | $6.8M | 18,295 | $5.9M | 18,366 | -71-0.39% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 3.07% | 2.82% | $5.8M | 25,094 | $4.5M | 24,512 | +582+2.37% | Add |
 ALPHABET INCGOOGL |
| 2.9% | 2.76% | $5.5M | 15,464 | $4.4M | 15,212 | +252+1.66% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.7% | 3.1% | $5.2M | 10,046 | $4.9M | 9,836 | +210+2.14% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.26% | 2.83% | $4.3M | 4,608 | $4.5M | 4,505 | +103+2.29% | Add |
 VISA INCV |
| 2.14% | 2.21% | $4.1M | 11,909 | $3.5M | 11,568 | +341+2.95% | Add |
 TEXAS INSTRS INCTXN |
| 1.87% | 1.41% | $3.6M | 11,960 | $2.2M | 11,532 | +428+3.71% | Add |
 STARBUCKS CORPSBUX |
| 1.72% | 1.82% | $3.3M | 32,114 | $2.9M | 32,129 | -15-0.05% | Reduce |
 AMAZON COM INCAMZN |
| 1.44% | 1.48% | $2.7M | 11,495 | $2.3M | 11,226 | +269+2.40% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.36% | 1.67% | $2.6M | 28,119 | $2.6M | 28,119 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 1.34% | 1.56% | $2.6M | 17,438 | $2.5M | 16,785 | +653+3.89% | Add |
| IISHARES BIOTECHNOLOGYIBB |
| 1.34% | 1.43% | $2.6M | 13,419 | $2.3M | 13,419 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 1.3% | 1.33% | $2.5M | 27,473 | $2.1M | 26,226 | +1,247+4.75% | Add |
 CATERPILLAR INCCAT |
| 1.27% | 0.94% | $2.4M | 2,270 | $1.5M | 2,111 | +159+7.53% | Add |
 INTEL CORPINTC |
| 1.23% | 0.47% | $2.3M | 16,804 | $741,561 | 16,804 | 00.00% | Unchanged |
 BLOCK INCXYZ |
| 1.23% | 1.18% | $2.3M | 30,859 | $1.9M | 31,131 | -272-0.87% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 1.15% | 1.39% | $2.2M | 27,800 | $2.2M | 27,860 | -60-0.22% | Reduce |
 IDEXX LABS INC COMIDXX |
| 1.14% | 1.46% | $2.2M | 4,113 | $2.3M | 4,113 | 00.00% | Unchanged |
 BLACKROCK INC COMBLK |
| 1.11% | 1.27% | $2.1M | 2,201 | $2.0M | 2,098 | +103+4.91% | Add |
 APPLIED MATLS INCAMAT |
| 1.09% | 0.56% | $2.1M | 2,873 | $885,407 | 2,590 | +283+10.93% | Add |
 DAVITA INCDVA |
| 1.03% | 0.86% | $2.0M | 8,864 | $1.4M | 8,864 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.87% | $1.7M | 4,835 | $1.4M | 4,820 | +15+0.31% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.87% | 0.48% | $1.7M | 2,165 | $752,320 | 1,927 | +238+12.35% | Add |
| SSANDISK CORP COMSNDK |
| 0.83% | 0.27% | $1.6M | 698 | $421,230 | 663 | +35+5.28% | Add |
 LANTHEUS HLDGS INCLNTH |
| 0.83% | 0.62% | $1.6M | 14,268 | $985,443 | 12,992 | +1,276+9.82% | Add |
 CISCO SYS INCCSCO |
| 0.81% | 0.64% | $1.6M | 13,200 | $1.0M | 12,970 | +230+1.77% | Add |
 INTUITINTU |
| 0.81% | 1.57% | $1.5M | 5,920 | $2.5M | 5,750 | +170+2.96% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.76% | 0.27% | $1.4M | 2,489 | $423,134 | 2,080 | +409+19.66% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.71% | 0.81% | $1.4M | 40,099 | $1.3M | 40,099 | 00.00% | Unchanged |
 TRACTOR SUPPLY CO COMTSCO |
| 0.61% | 1.11% | $1.2M | 37,085 | $1.8M | 38,650 | -1,565-4.05% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.56% | 0.29% | $1.1M | 1,687 | $456,452 | 1,687 | 00.00% | Unchanged |
| NNASDAQ INCNDAQ |
| 0.56% | 0.73% | $1.1M | 13,580 | $1.2M | 13,580 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.55% | 0.63% | $1.1M | 3,361 | $998,585 | 3,039 | +322+10.60% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.52% | 0.54% | $984,990 | 1,319 | $857,798 | 1,319 | 00.00% | Unchanged |
| DDICKS SPORTING GOODS INCDKS |
| 0.48% | 0.51% | $922,663 | 4,068 | $807,040 | 4,070 | -2-0.05% | Reduce |
| IISHARES TRIWV |
| 0.46% | 0.48% | $869,856 | 2,040 | $756,187 | 2,040 | 00.00% | Unchanged |
| TTOLL BROTHERS INCTOL |
| 0.46% | 0.39% | $869,056 | 5,275 | $618,209 | 4,530 | +745+16.45% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.44% | 0.52% | $836,152 | 1,671 | $822,786 | 1,717 | -46-2.68% | Reduce |
 TREX INCTREX |
| 0.43% | 0.38% | $815,227 | 16,291 | $604,991 | 16,611 | -320-1.93% | Reduce |
| UU S PHYSICAL THERAPYUSPH |
| 0.42% | 0.6% | $796,654 | 11,599 | $948,956 | 12,659 | -1,060-8.37% | Reduce |
 GODADDY INCGDDY |
| 0.41% | 0.48% | $775,124 | 9,132 | $754,942 | 9,132 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.41% | 0.24% | $773,953 | 3,030 | $377,997 | 2,780 | +250+8.99% | Add |
 PALO ALTOPANW |
| 0.4% | 0.16% | $754,336 | 2,212 | $259,398 | 1,618 | +594+36.71% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.38% | 0.54% | $718,101 | 5,833 | $855,289 | 5,438 | +395+7.26% | Add |
 QUEST DIAGNOSTICS INCDGX |
| 0.35% | 0.39% | $666,583 | 3,145 | $616,357 | 3,145 | 00.00% | Unchanged |
