 NVIDIA CORPORATIONNVDA |
| 6.06% | 6% | $241.2M | 1.2M | $194.6M | 1.1M | +89,406+8.01% | Add |
 APPLE INCAAPL |
| 5.31% | 5.32% | $211.4M | 730,545 | $172.7M | 680,364 | +50,181+7.38% | Add |
 MICROSOFT CORPMSFT |
| 3.68% | 3.9% | $146.3M | 392,261 | $126.6M | 341,947 | +50,314+14.71% | Add |
 AMAZON COM INCAMZN |
| 2.91% | 2.88% | $116.0M | 486,696 | $93.3M | 447,900 | +38,796+8.66% | Add |
 ALPHABET INCGOOGL |
| 2.64% | 2.36% | $105.0M | 293,820 | $76.7M | 266,620 | +27,200+10.20% | Add |
 BROADCOM INCAVGO |
| 2.23% | 2.07% | $88.9M | 235,416 | $67.0M | 216,560 | +18,856+8.71% | Add |
| AAlphabet Inc Class CGOOG |
| 2.09% | 1.87% | $83.4M | 235,980 | $60.7M | 211,680 | +24,300+11.48% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.62% | 0.55% | $64.6M | 55,975 | $17.9M | 52,875 | +3,100+5.86% | Add |
 META PLATFORMS INCMETA |
| 1.54% | 1.76% | $61.3M | 108,850 | $57.2M | 100,050 | +8,800+8.80% | Add |
 TESLA INCTSLA |
| 1.48% | 1.48% | $58.8M | 139,900 | $47.9M | 128,800 | +11,100+8.62% | Add |
 ELI LILLY & COLLY |
| 1.19% | 1.03% | $47.3M | 39,408 | $33.5M | 36,408 | +3,000+8.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.18% | 0.46% | $47.1M | 81,150 | $14.9M | 73,350 | +7,800+10.63% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.16% | 1.25% | $46.3M | 92,557 | $40.5M | 84,457 | +8,100+9.59% | Add |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.15% | $43.9M | 134,050 | $37.3M | 126,650 | +7,400+5.84% | Add |
 INTEL CORPINTC |
| 0.82% | 0.27% | $32.6M | 233,470 | $8.8M | 200,370 | +33,100+16.52% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.84% | $30.4M | 119,885 | $27.3M | 111,685 | +8,200+7.34% | Add |
 VISA INCV |
| 0.72% | 0.73% | $28.7M | 83,634 | $23.8M | 78,634 | +5,000+6.36% | Add |
 APPLIED MATLS INCAMAT |
| 0.72% | 0.38% | $28.5M | 39,486 | $12.3M | 35,886 | +3,600+10.03% | Add |
 EXXON MOBIL CORPXOM |
| 0.71% | 1.03% | $28.4M | 207,853 | $33.5M | 197,653 | +10,200+5.16% | Add |
 LAM RESEARCH CORPLRCX |
| 0.68% | 0.38% | $26.9M | 62,130 | $12.4M | 57,830 | +4,300+7.44% | Add |
 WALMART INCWMT |
| 0.62% | 0.77% | $24.7M | 218,079 | $25.0M | 201,479 | +16,600+8.24% | Add |
 CATERPILLAR INCCAT |
| 0.62% | 0.48% | $24.6M | 23,102 | $15.5M | 21,902 | +1,200+5.48% | Add |
 CISCO SYS INCCSCO |
| 0.58% | 0.43% | $23.1M | 196,574 | $14.0M | 180,974 | +15,600+8.62% | Add |
 ABBVIE INCABBV |
| 0.56% | 0.54% | $22.1M | 87,955 | $17.7M | 81,255 | +6,700+8.25% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.58% | $20.9M | 40,610 | $18.9M | 37,910 | +2,700+7.12% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.62% | $20.6M | 22,065 | $20.1M | 20,165 | +1,900+9.42% | Add |
 KLA CORPKLAC |
| 0.49% | 0.27% | $19.6M | 64,800 | $8.7M | 5,880 | +58,920+1,002.04% | Add |
 GE AEROSPACEGE |
| 0.49% | 0.43% | $19.5M | 52,077 | $13.9M | 48,877 | +3,200+6.55% | Add |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.47% | $18.8M | 330,054 | $15.3M | 313,254 | +16,800+5.36% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.47% | 0.35% | $18.7M | 45,020 | $11.5M | 42,420 | +2,600+6.13% | Add |
 HOME DEPOT INCHD |
| 0.44% | 0.46% | $17.5M | 49,492 | $15.0M | 45,492 | +4,000+8.79% | Add |
 PROCTER & GAMBLE COPG |
| 0.43% | 0.48% | $16.9M | 115,568 | $15.5M | 107,468 | +8,100+7.54% | Add |
| SSANDISK CORP COMSNDK |
| 0.42% | 0.13% | $16.8M | 7,400 | $4.1M | 6,400 | +1,000+15.63% | Add |
 MERCK & CO INCMRK |
| 0.4% | 0.42% | $15.9M | 123,486 | $13.8M | 114,586 | +8,900+7.77% | Add |
 GE VERNOVA INCGEV |
| 0.4% | 0.33% | $15.8M | 13,419 | $10.8M | 12,319 | +1,100+8.93% | Add |
 COCA COLA COKO |
| 0.39% | 0.42% | $15.7M | 192,620 | $13.6M | 178,320 | +14,300+8.02% | Add |
 CHEVRON CORPORATIONCVX |
| 0.39% | 0.56% | $15.5M | 93,392 | $18.1M | 87,592 | +5,800+6.62% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.38% | 0.36% | $15.2M | 14,989 | $11.8M | 13,989 | +1,000+7.15% | Add |
 NETFLIX INCNFLX |
| 0.38% | 0.57% | $15.0M | 210,110 | $18.5M | 192,210 | +17,900+9.31% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.35% | 0.35% | $14.0M | 77,411 | $11.3M | 68,511 | +8,900+12.99% | Add |
 PALO ALTOPANW |
| 0.34% | 0.15% | $13.7M | 40,200 | $4.9M | 30,400 | +9,800+32.24% | Add |
 TEXAS INSTRS INCTXN |
| 0.34% | 0.25% | $13.5M | 45,254 | $8.1M | 41,954 | +3,300+7.87% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.33% | 0.47% | $13.3M | 113,700 | $15.3M | 104,700 | +9,000+8.60% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.33% | 0.32% | $13.1M | 46,447 | $10.5M | 43,147 | +3,300+7.65% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.33% | — | $13.0M | 43,600 | $0 | 0 | +43,600 | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.32% | 0.36% | $12.7M | 153,916 | $11.7M | 146,916 | +7,000+4.76% | Add |
 RTX CORPORATIONRTX |
| 0.32% | 0.36% | $12.7M | 66,776 | $11.8M | 61,276 | +5,500+8.98% | Add |
 MORGAN STANLEYMS |
| 0.31% | 0.28% | $12.5M | 59,810 | $9.2M | 56,110 | +3,700+6.59% | Add |
 ORACLE CORPORCL |
| 0.31% | 0.35% | $12.4M | 84,390 | $11.3M | 76,590 | +7,800+10.18% | Add |
| CCITIGROUP INCC |
| 0.31% | 0.3% | $12.2M | 86,826 | $9.6M | 84,826 | +2,000+2.36% | Add |
