 NVIDIA CORPORATIONNVDA |
| 21.84% | 25.07% | $46.9M | 234,396 | $40.9M | 234,455 | -59-0.03% | Reduce |
 APPLE INCAAPL |
| 8.95% | 10.34% | $19.2M | 66,421 | $16.9M | 66,442 | -21-0.03% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 8.49% | 3.98% | $18.2M | 31,391 | $6.5M | 31,941 | -550-1.72% | Reduce |
 PALO ALTOPANW |
| 3.6% | 2.22% | $7.7M | 22,659 | $3.6M | 22,609 | +50+0.22% | Add |
 FORTINET INCFTNT |
| 3.27% | 2.3% | $7.0M | 45,720 | $3.8M | 45,980 | -260-0.57% | Reduce |
 ELI LILLY & COLLY |
| 2.91% | 2.93% | $6.2M | 5,210 | $4.8M | 5,203 | +7+0.13% | Add |
 LAM RESEARCH CORPLRCX |
| 2.9% | 1.89% | $6.2M | 14,387 | $3.1M | 14,441 | -54-0.37% | Reduce |
 BROADCOM INCAVGO |
| 2.85% | 3.08% | $6.1M | 16,223 | $5.0M | 16,224 | -1-0.01% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.73% | 1.23% | $5.9M | 5,074 | $2.0M | 5,941 | -867-14.59% | Reduce |
 ALPHABET INCGOOGL |
| 1.88% | 1.99% | $4.0M | 11,325 | $3.2M | 11,294 | +31+0.27% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.45% | 0.99% | $3.1M | 4,091 | $1.6M | 4,121 | -30-0.73% | Reduce |
 META PLATFORMS INCMETA |
| 1.43% | 1.98% | $3.1M | 5,461 | $3.2M | 5,633 | -172-3.05% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.42% | $2.9M | 8,134 | $2.3M | 8,099 | +35+0.43% | Add |
 JPMORGAN CHASE & COJPM |
| 1.18% | 1.38% | $2.5M | 7,713 | $2.3M | 7,674 | +39+0.51% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.17% | 0.53% | $2.5M | 8,449 | $860,146 | 8,683 | -234-2.69% | Reduce |
| MMASTEC INCMTZ |
| 1.07% | 1.07% | $2.3M | 5,544 | $1.8M | 5,445 | +99+1.82% | Add |
 GE VERNOVA INCGEV |
| 1.03% | 1.02% | $2.2M | 1,882 | $1.7M | 1,910 | -28-1.47% | Reduce |
 ABBVIE INCABBV |
| 1% | 1.11% | $2.2M | 8,572 | $1.8M | 8,353 | +219+2.62% | Add |
 AMERICAN EXPRESS COAXP |
| 0.89% | 1.04% | $1.9M | 5,623 | $1.7M | 5,633 | -10-0.18% | Reduce |
 MICROSOFT CORPMSFT |
| 0.81% | 1.07% | $1.7M | 4,660 | $1.7M | 4,704 | -44-0.94% | Reduce |
| QQUALCOMM INCQCOM |
| 0.77% | 0.75% | $1.7M | 8,932 | $1.2M | 9,507 | -575-6.05% | Reduce |
 CISCO SYS INCCSCO |
| 0.73% | 0.63% | $1.6M | 13,303 | $1.0M | 13,201 | +102+0.77% | Add |
 AMAZON COM INCAMZN |
| 0.7% | 0.84% | $1.5M | 6,329 | $1.4M | 6,617 | -288-4.35% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.68% | 0.87% | $1.5M | 2,854 | $1.4M | 2,853 | +1+0.04% | Add |
 EATON CORP PLCETN |
| 0.68% | 0.74% | $1.5M | 3,423 | $1.2M | 3,388 | +35+1.03% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.64% | 0.69% | $1.4M | 1,369 | $1.1M | 1,334 | +35+2.62% | Add |
 ORACLE CORPORCL |
| 0.64% | 0.87% | $1.4M | 9,436 | $1.4M | 9,604 | -168-1.75% | Reduce |
 HOME DEPOT INCHD |
| 0.61% | 0.73% | $1.3M | 3,720 | $1.2M | 3,629 | +91+2.51% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.61% | 0.96% | $1.3M | 11,226 | $1.6M | 10,654 | +572+5.37% | Add |
 EXXON MOBIL CORPXOM |
| 0.59% | 0.94% | $1.3M | 9,239 | $1.5M | 9,052 | +187+2.07% | Add |
 AMGEN INC COMAMGN |
| 0.56% | 0.73% | $1.2M | 3,320 | $1.2M | 3,365 | -45-1.34% | Reduce |
 CHUBB LIMITEDCB |
| 0.56% | 0.7% | $1.2M | 3,518 | $1.1M | 3,522 | -4-0.11% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.53% | 0.49% | $1.1M | 2,378 | $804,321 | 2,380 | -2-0.08% | Reduce |
 VISA INCV |
| 0.5% | 0.59% | $1.1M | 3,142 | $955,394 | 3,161 | -19-0.60% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.5% | 0.58% | $1.1M | 1,443 | $938,441 | 1,443 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.49% | 0.34% | $1.0M | 4,079 | $551,802 | 4,058 | +21+0.52% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.48% | 0.5% | $1.0M | 1,056 | $816,339 | 911 | +145+15.92% | Add |
 PROCEPT BIOROBOTICS CORPPRCT |
| 0.48% | 0.7% | $1.0M | 45,610 | $1.1M | 45,735 | -125-0.27% | Reduce |
 TWILIO INCTWLO |
| 0.46% | 0.37% | $994,511 | 4,820 | $606,452 | 4,820 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | 0.24% | $976,838 | 2,264 | $387,831 | 2,362 | -98-4.15% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.45% | 0.42% | $957,441 | 2,551 | $682,727 | 2,457 | +94+3.83% | Add |
 RTX CORPORATIONRTX |
| 0.44% | 0.59% | $955,208 | 5,035 | $965,195 | 5,003 | +32+0.64% | Add |
 ONEOK INC NEWOKE |
| 0.43% | 0.55% | $918,159 | 10,561 | $890,244 | 9,848 | +713+7.24% | Add |
 TJX COS INC NEWTJX |
| 0.42% | 0.58% | $899,985 | 5,940 | $950,793 | 5,953 | -13-0.22% | Reduce |
 TESLA INCTSLA |
| 0.4% | 0.47% | $859,286 | 2,043 | $759,485 | 2,043 | 00.00% | Unchanged |
| TTERADYNE INCTER |
| 0.39% | 0.31% | $829,786 | 1,715 | $508,429 | 1,715 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 0.37% | 0.44% | $788,950 | 5,511 | $721,107 | 5,503 | +8+0.15% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.36% | 0.43% | $780,860 | 1,572 | $701,961 | 1,572 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.34% | 0.47% | $728,300 | 779 | $764,611 | 767 | +12+1.56% | Add |
| IISHARES TRIVW |
| 0.33% | 0.36% | $718,191 | 5,222 | $590,668 | 5,222 | 00.00% | Unchanged |
