 ALPHABET INCGOOGL |
| 6.93% | 5.98% | $612.0M | 1.7M | $490.2M | 1.7M | +7,843+0.46% | Add |
 MICROSOFT CORPMSFT |
| 6.26% | 6.57% | $553.0M | 1.5M | $538.3M | 1.5M | +28,383+1.95% | Add |
 APPLE INCAAPL |
| 5.82% | 5.22% | $513.8M | 1.8M | $427.8M | 1.7M | +90,025+5.34% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.63% | 5.02% | $497.6M | 2.5M | $411.3M | 2.4M | +128,906+5.47% | Add |
 ELI LILLY & COLLY |
| 5.43% | 4.49% | $479.4M | 399,659 | $367.6M | 399,693 | -34-0.01% | Reduce |
 ASTRAZENECA PLCAZN |
| 4.19% | 4.48% | $370.3M | 2.0M | $367.2M | 1.9M | +90,194+4.77% | Add |
 BROADCOM INCAVGO |
| 3.4% | 2.1% | $300.1M | 794,452 | $172.2M | 556,211 | +238,241+42.83% | Add |
 JPMORGAN CHASE & COJPM |
| 3.36% | 3.29% | $297.1M | 907,653 | $269.2M | 915,260 | -7,607-0.83% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.7% | 2.9% | $238.7M | 464,762 | $237.3M | 474,944 | -10,182-2.14% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.53% | 2.75% | $223.7M | 2.5M | $225.1M | 2.4M | +125,164+5.16% | Add |
 META PLATFORMS INCMETA |
| 2.21% | 2.43% | $195.3M | 346,640 | $199.0M | 347,857 | -1,217-0.35% | Reduce |
| CCRH PLCCRH |
| 2.01% | 2.08% | $177.2M | 1.7M | $170.6M | 1.6M | +32,755+2.02% | Add |
 UBS GROUP AGUBS |
| 1.84% | 1.61% | $162.4M | 3.3M | $132.2M | 3.4M | -162,498-4.72% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.81% | 2.2% | $159.5M | 2.1M | $180.4M | 1.9M | +124,476+6.45% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.52% | 1.49% | $133.9M | 527,334 | $121.7M | 497,989 | +29,345+5.89% | Add |
 EXXON MOBIL CORPXOM |
| 1.37% | 1.67% | $121.0M | 885,368 | $136.8M | 806,314 | +79,054+9.80% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.33% | 0.57% | $117.8M | 102,080 | $46.9M | 138,844 | -36,764-26.48% | Reduce |
 COCA COLA COKO |
| 1.28% | 1.26% | $112.9M | 1.4M | $103.5M | 1.4M | +28,947+2.13% | Add |
 ABBVIE INCABBV |
| 1.26% | 1.1% | $111.2M | 441,958 | $90.0M | 413,651 | +28,307+6.84% | Add |
 S&P GLOBAL INCSPGI |
| 1.25% | 1.3% | $110.6M | 271,677 | $106.7M | 250,805 | +20,872+8.32% | Add |
| TTETRA TECH INC NEWTTEK |
| 1.22% | 1.16% | $108.2M | 3.7M | $95.2M | 3.2M | +583,463+18.45% | Add |
 VISA INCV |
| 1.22% | 1.37% | $107.8M | 314,348 | $112.0M | 370,607 | -56,259-15.18% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.06% | 1.8% | $93.6M | 638,215 | $147.1M | 1.0M | -380,160-37.33% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.98% | 0.24% | $86.5M | 148,905 | $19.9M | 97,916 | +50,989+52.07% | Add |
 HOME DEPOT INCHD |
| 0.96% | 0.9% | $85.0M | 241,080 | $73.8M | 224,381 | +16,699+7.44% | Add |
| PPROLOGIS INC. COMPLD |
| 0.93% | 0.98% | $82.0M | 605,484 | $80.0M | 604,975 | +509+0.08% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.91% | 0.62% | $80.2M | 223,365 | $51.0M | 203,556 | +19,809+9.73% | Add |
 OWENS CORNING NEW COMOC |
| 0.83% | 0.61% | $73.7M | 463,578 | $49.7M | 459,525 | +4,053+0.88% | Add |
| BBANK OF AMER CORPBAC |
| 0.77% | 0.62% | $68.3M | 1.2M | $51.0M | 1.0M | +151,504+14.48% | Add |
 WATERS CORPWAT |
| 0.73% | 0.14% | $64.1M | 170,904 | $11.5M | 38,760 | +132,144+340.93% | Add |
 BLACKROCK INC COMBLK |
| 0.72% | 0.7% | $63.9M | 66,422 | $57.4M | 59,680 | +6,742+11.30% | Add |
 PALO ALTOPANW |
| 0.71% | 0.43% | $62.4M | 182,846 | $35.2M | 219,671 | -36,825-16.76% | Reduce |
 CHUBB LIMITEDCB |
| 0.68% | 0.81% | $60.3M | 177,054 | $66.2M | 203,043 | -25,989-12.80% | Reduce |
| FFASTENAL CO COMFAST |
| 0.68% | 0.66% | $59.6M | 1.2M | $54.4M | 1.2M | +69,079+5.89% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.66% | 0.51% | $58.0M | 90,834 | $41.8M | 154,500 | -63,666-41.21% | Reduce |
 PEPSICO INCPEP |
| 0.65% | 0.73% | $57.7M | 426,382 | $59.8M | 385,269 | +41,113+10.67% | Add |
 PFIZER INCPFE |
| 0.65% | 0.76% | $57.0M | 2.4M | $62.0M | 2.2M | +161,222+7.31% | Add |
 CISCO SYS INCCSCO |
| 0.64% | 0.64% | $56.6M | 481,719 | $52.6M | 677,292 | -195,573-28.88% | Reduce |
 EMERSON ELEC COEMR |
| 0.63% | 0.55% | $55.5M | 387,390 | $44.9M | 342,347 | +45,043+13.16% | Add |
 APPLIED MATLS INCAMAT |
| 0.61% | 0.35% | $54.2M | 74,974 | $28.7M | 83,839 | -8,865-10.57% | Reduce |
 MCDONALDS CORPMCD |
| 0.59% | 0.61% | $52.5M | 194,402 | $49.6M | 159,612 | +34,790+21.80% | Add |
 TEXAS INSTRS INCTXN |
| 0.57% | 0.25% | $50.2M | 168,298 | $20.6M | 106,301 | +61,997+58.32% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.52% | 0.51% | $45.6M | 45,128 | $42.0M | 49,654 | -4,526-9.12% | Reduce |
 MEDTRONIC PLCMDT |
| 0.51% | 0.27% | $44.8M | 573,090 | $22.2M | 255,800 | +317,290+124.04% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.5% | 0.5% | $43.9M | 87,743 | $40.7M | 84,942 | +2,801+3.30% | Add |
 ALCON AG ORD SHSALC |
| 0.48% | 0.58% | $42.2M | 624,452 | $47.6M | 642,681 | -18,229-2.84% | Reduce |
 ENBRIDGE INCENB |
| 0.45% | 0.16% | $39.5M | 729,551 | $13.4M | 247,764 | +481,787+194.45% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.44% | 0.6% | $38.7M | 217,271 | $49.3M | 11,719 | +205,552+1,754.01% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.34% | $36.0M | 127,937 | $27.8M | 114,492 | +13,445+11.74% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.41% | 0.34% | $35.9M | 497,218 | $27.7M | 384,600 | +112,618+29.28% | Add |
