 KLA CORPKLAC |
| 10% | 6.07% | $178.7M | 592,265 | $90.3M | 61,315 | +530,950+865.94% | Add |
 AMAZON COM INCAMZN |
| 6.85% | 7.23% | $122.5M | 513,856 | $107.4M | 515,806 | -1,950-0.38% | Reduce |
| AAlphabet Inc Class CGOOG |
| 6.61% | 6.77% | $118.1M | 334,320 | $100.6M | 350,665 | -16,345-4.66% | Reduce |
 CISCO SYS INCCSCO |
| 6% | 4.8% | $107.3M | 913,345 | $71.3M | 919,558 | -6,213-0.68% | Reduce |
 BROADCOM INCAVGO |
| 4.5% | 4.9% | $80.5M | 213,136 | $72.9M | 235,467 | -22,331-9.48% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.39% | 3.56% | $60.6M | 302,749 | $52.9M | 303,549 | -800-0.26% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.29% | 1.4% | $58.8M | 101,266 | $20.8M | 102,316 | -1,050-1.03% | Reduce |
 VISA INCV |
| 3% | 3.24% | $53.7M | 156,397 | $48.2M | 159,421 | -3,024-1.90% | Reduce |
 META PLATFORMS INCMETA |
| 2.87% | 3.59% | $51.2M | 90,960 | $53.4M | 93,337 | -2,377-2.55% | Reduce |
 MICROSOFT CORPMSFT |
| 2.86% | 3.42% | $51.1M | 136,992 | $50.8M | 137,292 | -300-0.22% | Reduce |
 ALPHABET INCGOOGL |
| 2.85% | 2.93% | $51.0M | 142,621 | $43.6M | 151,504 | -8,883-5.86% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 2.71% | 2.26% | $48.4M | 172,172 | $33.6M | 170,563 | +1,609+0.94% | Add |
 AMGEN INC COMAMGN |
| 2.22% | 2.62% | $39.7M | 109,731 | $38.9M | 110,466 | -735-0.67% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 2.19% | 2.71% | $39.2M | 424,880 | $40.2M | 427,975 | -3,095-0.72% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.95% | 2.12% | $34.8M | 106,443 | $31.5M | 107,153 | -710-0.66% | Reduce |
 APPLE INCAAPL |
| 1.83% | 1.93% | $32.7M | 112,894 | $28.7M | 112,894 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 1.74% | 1.45% | $31.2M | 176,732 | $21.5M | 170,008 | +6,724+3.96% | Add |
 SYNOPSYS INCSNPS |
| 1.6% | 1.71% | $28.6M | 64,174 | $25.4M | 64,174 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 1.56% | 1.32% | $27.9M | 151,167 | $19.6M | 151,897 | -730-0.48% | Reduce |
 NETAPP INCNTAP |
| 1.46% | 1.34% | $26.1M | 168,552 | $19.9M | 194,712 | -26,160-13.44% | Reduce |
 NOVARTIS AGNVS |
| 1.36% | 1.61% | $24.3M | 155,362 | $23.9M | 156,362 | -1,000-0.64% | Reduce |
 CHUBB LIMITEDCB |
| 1.34% | 1.55% | $24.0M | 70,336 | $23.1M | 70,807 | -471-0.67% | Reduce |
 ADOBE INC COMADBE |
| 1.3% | 2.03% | $23.2M | 113,197 | $30.1M | 123,922 | -10,725-8.65% | Reduce |
 LOWES COS INC COMLOW |
| 1.29% | 1.67% | $23.1M | 104,557 | $24.9M | 105,217 | -660-0.63% | Reduce |
 ASML HLDG NVASML |
| 1.19% | — | $21.3M | 10,698 | $0 | 0 | +10,698 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.09% | 0.64% | $19.4M | 44,821 | $9.6M | 44,821 | 00.00% | Unchanged |
 ROCKWELL AUTOMATION INCROK |
| 1% | 0.88% | $17.9M | 36,146 | $13.1M | 36,596 | -450-1.23% | Reduce |
 ECOLAB INCECL |
| 0.98% | 1.13% | $17.5M | 62,607 | $16.8M | 62,982 | -375-0.60% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.94% | 1.11% | $16.7M | 32,603 | $16.4M | 32,884 | -281-0.85% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.92% | 1.31% | $16.4M | 32,133 | $19.4M | 32,133 | 00.00% | Unchanged |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.9% | 1.06% | $16.2M | 136,694 | $15.7M | 136,694 | 00.00% | Unchanged |
| CCIGNA GROUPLIBD |
| 0.73% | 0.86% | $13.1M | 47,410 | $12.7M | 47,770 | -360-0.75% | Reduce |
 NETFLIX INCNFLX |
| 0.7% | 1.13% | $12.5M | 175,000 | $16.8M | 175,000 | 00.00% | Unchanged |
 ALCON AG ORD SHSALC |
| 0.63% | 0.85% | $11.2M | 166,716 | $12.6M | 167,696 | -980-0.58% | Reduce |
 STATE STR CORP COMSTT |
| 0.59% | 0.54% | $10.6M | 62,328 | $8.1M | 63,793 | -1,465-2.30% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.57% | 0.77% | $10.2M | 80,646 | $11.4M | 81,776 | -1,130-1.38% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.53% | 0.48% | $9.5M | 25,184 | $7.1M | 25,584 | -400-1.56% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.53% | 0.57% | $9.4M | 65,110 | $8.5M | 71,510 | -6,400-8.95% | Reduce |
 MCKESSON CORP COMMCK |
| 0.5% | 0.69% | $8.9M | 11,814 | $10.2M | 11,814 | 00.00% | Unchanged |
 ASSURANT INCAIZ |
| 0.49% | 0.48% | $8.8M | 32,938 | $7.2M | 32,938 | 00.00% | Unchanged |
| KKULICKE & SOFFA INDS INCKLIC |
| 0.46% | 0.27% | $8.2M | 61,401 | $4.0M | 61,401 | 00.00% | Unchanged |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.45% | 0.43% | $8.1M | 23,979 | $6.4M | 23,979 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 0.43% | 0.62% | $7.7M | 48,893 | $9.2M | 49,284 | -391-0.79% | Reduce |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.43% | 0.5% | $7.6M | 51,157 | $7.4M | 51,192 | -35-0.07% | Reduce |
 ORACLE CORPORCL |
| 0.42% | 0.51% | $7.5M | 51,183 | $7.5M | 51,183 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.42% | 0.54% | $7.5M | 129,790 | $8.0M | 131,790 | -2,000-1.52% | Reduce |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.4% | 0.19% | $7.1M | 21,241 | $2.9M | 25,464 | -4,223-16.58% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.37% | 0.55% | $6.6M | 10,560 | $8.2M | 10,560 | 00.00% | Unchanged |
 WORKDAY INCWDAY |
| 0.35% | 0.45% | $6.2M | 50,954 | $6.6M | 50,954 | 00.00% | Unchanged |
 EOG RES INCEOG |
| 0.34% | 0.46% | $6.0M | 46,591 | $6.8M | 47,091 | -500-1.06% | Reduce |
