 APPLE INCAAPL |
| 6.61% | 6.06% | $158.5M | 547,901 | $139.6M | 550,012 | -2,111-0.38% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.07% | 5.91% | $145.6M | 727,456 | $136.0M | 779,765 | -52,309-6.71% | Reduce |
 MICROSOFT CORPMSFT |
| 5.65% | 5.46% | $135.5M | 363,203 | $125.8M | 339,806 | +23,397+6.89% | Add |
 ALPHABET INCGOOGL |
| 4.9% | 5.16% | $117.6M | 329,182 | $118.7M | 412,813 | -83,631-20.26% | Reduce |
 BROADCOM INCAVGO |
| 4.33% | 3.44% | $103.8M | 274,882 | $79.2M | 255,765 | +19,117+7.47% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.99% | 1.18% | $71.8M | 62,213 | $27.1M | 80,342 | -18,129-22.56% | Reduce |
 ELI LILLY & COLLY |
| 2.94% | 2.73% | $70.5M | 58,755 | $62.8M | 68,307 | -9,552-13.98% | Reduce |
 VISA INCV |
| 2.65% | 2.51% | $63.6M | 185,235 | $57.7M | 190,929 | -5,694-2.98% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.5% | 2.56% | $60.1M | 183,562 | $59.0M | 200,474 | -16,912-8.44% | Reduce |
 META PLATFORMS INCMETA |
| 2.5% | 3.27% | $60.0M | 106,543 | $75.4M | 131,746 | -25,203-19.13% | Reduce |
 COCA COLA COKO |
| 2.1% | 2.22% | $50.4M | 620,204 | $51.1M | 672,075 | -51,871-7.72% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 1.34% | 0.81% | $32.1M | 50,304 | $18.6M | 68,870 | -18,566-26.96% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.31% | 0.4% | $31.5M | 54,247 | $9.2M | 45,093 | +9,154+20.30% | Add |
 PROCTER & GAMBLE COPG |
| 1.28% | 1.26% | $30.8M | 209,824 | $29.0M | 201,057 | +8,767+4.36% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.23% | 1.19% | $29.5M | 116,198 | $27.5M | 112,310 | +3,888+3.46% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.16% | 1.88% | $27.7M | 55,425 | $43.2M | 90,252 | -34,827-38.59% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.09% | 0.88% | $26.1M | 139,758 | $20.2M | 103,991 | +35,767+34.39% | Add |
 MCDONALDS CORPMCD |
| 1.06% | 1.23% | $25.4M | 93,852 | $28.4M | 91,233 | +2,619+2.87% | Add |
 EXXON MOBIL CORPXOM |
| 1.03% | 1.05% | $24.6M | 180,140 | $24.1M | 141,901 | +38,239+26.95% | Add |
 PALO ALTOPANW |
| 0.96% | 0.53% | $23.0M | 67,530 | $12.1M | 75,632 | -8,102-10.71% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.88% | 0.5% | $21.2M | 29,366 | $11.4M | 33,482 | -4,116-12.29% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.88% | 0.51% | $21.1M | 27,631 | $11.7M | 30,066 | -2,435-8.10% | Reduce |
 PFIZER INCPFE |
| 0.86% | 0.99% | $20.7M | 857,783 | $22.7M | 808,804 | +48,979+6.06% | Add |
 KLA CORPKLAC |
| 0.83% | 0.46% | $19.9M | 65,956 | $10.5M | 7,149 | +58,807+822.59% | Add |
 UBS GROUP AGUBS |
| 0.78% | 0.69% | $18.6M | 376,123 | $16.0M | 415,512 | -39,389-9.48% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.73% | 0.49% | $17.5M | 103,280 | $11.3M | 91,845 | +11,435+12.45% | Add |
 HOME DEPOT INCHD |
| 0.71% | 0.7% | $16.9M | 47,992 | $16.1M | 48,830 | -838-1.72% | Reduce |
 MEDTRONIC PLCMDT |
| 0.7% | 0.4% | $16.7M | 213,831 | $9.1M | 105,516 | +108,315+102.65% | Add |
 BLACKROCK INC COMBLK |
| 0.68% | 0.79% | $16.4M | 17,042 | $18.1M | 18,871 | -1,829-9.69% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.68% | 0.71% | $16.2M | 184,907 | $16.3M | 175,138 | +9,769+5.58% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.62% | 0.41% | $14.8M | 205,637 | $9.4M | 130,840 | +74,797+57.17% | Add |
 CISCO SYS INCCSCO |
| 0.61% | 0.55% | $14.5M | 123,777 | $12.7M | 163,541 | -39,764-24.31% | Reduce |
 CHUBB LIMITEDCB |
| 0.54% | 0.65% | $13.0M | 38,087 | $14.9M | 45,791 | -7,704-16.82% | Reduce |
 HCA HEALTHCARE INCHCA |
| 0.53% | 0.75% | $12.7M | 32,688 | $17.2M | 36,433 | -3,745-10.28% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.52% | 0.62% | $12.6M | 14,658 | $14.3M | 20,387 | -5,729-28.10% | Reduce |
 ABBVIE INCABBV |
| 0.52% | 0.46% | $12.6M | 49,911 | $10.5M | 48,331 | +1,580+3.27% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.52% | 0.19% | $12.5M | 42,072 | $4.4M | 44,803 | -2,731-6.10% | Reduce |
 ENBRIDGE INCENB |
| 0.5% | 0.44% | $12.0M | 221,581 | $10.2M | 187,966 | +33,615+17.88% | Add |
 ORACLE CORPORCL |
| 0.49% | 0.33% | $11.7M | 80,023 | $7.5M | 51,055 | +28,968+56.74% | Add |
 NETFLIX INCNFLX |
| 0.49% | 0.71% | $11.7M | 163,665 | $16.4M | 170,623 | -6,958-4.08% | Reduce |
 BROOKFIELD CORPBN |
| 0.48% | 0.47% | $11.4M | 267,953 | $10.9M | 267,953 | 00.00% | Unchanged |
 AERCAP HOLDINGS NV SHSAER |
| 0.46% | 0.45% | $11.1M | 75,904 | $10.4M | 75,904 | 00.00% | Unchanged |
 BOOKING HOLDINGS INC COMBKNG |
| 0.45% | 0.47% | $10.9M | 61,098 | $10.7M | 2,545 | +58,553+2,300.71% | Add |
 CLOUDFLARE INCNET |
| 0.45% | 0.35% | $10.8M | 44,128 | $8.1M | 39,292 | +4,836+12.31% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.44% | 0.51% | $10.5M | 42,292 | $11.8M | 42,430 | -138-0.33% | Reduce |
 ALTRIA GROUP INCMO |
| 0.43% | 0.34% | $10.4M | 144,702 | $7.8M | 118,495 | +26,207+22.12% | Add |
 EQUINIX INCEQIX |
| 0.43% | 0.58% | $10.4M | 9,980 | $13.3M | 13,556 | -3,576-26.38% | Reduce |
 WALMART INCWMT |
| 0.43% | 0.62% | $10.4M | 91,551 | $14.2M | 114,645 | -23,094-20.14% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.43% | 0.72% | $10.3M | 25,910 | $16.6M | 36,057 | -10,147-28.14% | Reduce |
 GE AEROSPACEGE |
| 0.42% | 0.33% | $10.2M | 27,248 | $7.5M | 26,446 | +802+3.03% | Add |
