 NVIDIA CORPORATIONNVDA |
| 7.5% | 7.55% | $146.0M | 729,489 | $117.2M | 672,253 | +57,236+8.51% | Add |
 APPLE INCAAPL |
| 6.57% | 6.64% | $128.0M | 442,363 | $103.1M | 406,150 | +36,213+8.92% | Add |
 MICROSOFT CORPMSFT |
| 4.29% | 4.9% | $83.5M | 223,734 | $76.0M | 205,428 | +18,306+8.91% | Add |
 AMAZON COM INCAMZN |
| 3.61% | 3.63% | $70.3M | 294,830 | $56.3M | 270,251 | +24,579+9.09% | Add |
 ALPHABET INCGOOGL |
| 3.24% | 2.98% | $63.1M | 176,606 | $46.3M | 161,064 | +15,542+9.65% | Add |
 BROADCOM INCAVGO |
| 2.77% | 2.62% | $53.9M | 142,602 | $40.6M | 131,166 | +11,436+8.72% | Add |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.39% | $50.3M | 142,353 | $37.1M | 129,379 | +12,974+10.03% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.01% | 0.68% | $39.2M | 33,966 | $10.5M | 31,137 | +2,829+9.09% | Add |
 META PLATFORMS INCMETA |
| 1.91% | 2.23% | $37.3M | 66,142 | $34.6M | 60,508 | +5,634+9.31% | Add |
 TESLA INCTSLA |
| 1.83% | 1.86% | $35.7M | 84,793 | $28.9M | 77,805 | +6,988+8.98% | Add |
 JPMORGAN CHASE & COJPM |
| 1.49% | 1.54% | $29.0M | 88,605 | $23.9M | 81,117 | +7,488+9.23% | Add |
 ELI LILLY & COLLY |
| 1.47% | 1.3% | $28.6M | 23,826 | $20.2M | 21,922 | +1,904+8.69% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.46% | 0.59% | $28.5M | 49,111 | $9.2M | 45,105 | +4,006+8.88% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.42% | 1.57% | $27.6M | 55,217 | $24.3M | 50,730 | +4,487+8.84% | Add |
 INTEL CORPINTC |
| 1.02% | 0.37% | $19.9M | 142,294 | $5.7M | 129,894 | +12,400+9.55% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.95% | 1.05% | $18.4M | 72,502 | $16.3M | 66,669 | +5,833+8.75% | Add |
 APPLIED MATLS INCAMAT |
| 0.89% | 0.48% | $17.3M | 23,902 | $7.5M | 21,958 | +1,944+8.85% | Add |
 VISA INCV |
| 0.88% | 0.91% | $17.2M | 49,988 | $14.1M | 46,507 | +3,481+7.48% | Add |
 EXXON MOBIL CORPXOM |
| 0.88% | 1.26% | $17.1M | 124,840 | $19.6M | 115,611 | +9,229+7.98% | Add |
 LAM RESEARCH CORPLRCX |
| 0.84% | 0.48% | $16.3M | 37,665 | $7.4M | 34,547 | +3,118+9.03% | Add |
 WALMART INCWMT |
| 0.77% | 0.97% | $15.0M | 132,041 | $15.1M | 121,271 | +10,770+8.88% | Add |
 CATERPILLAR INCCAT |
| 0.76% | 0.59% | $14.8M | 13,873 | $9.1M | 12,872 | +1,001+7.78% | Add |
 CISCO SYS INCCSCO |
| 0.72% | 0.55% | $14.0M | 118,965 | $8.5M | 109,306 | +9,659+8.84% | Add |
 ABBVIE INCABBV |
| 0.69% | 0.68% | $13.4M | 53,213 | $10.6M | 48,894 | +4,319+8.83% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.64% | 0.79% | $12.5M | 13,363 | $12.2M | 12,280 | +1,083+8.82% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.64% | 0.73% | $12.5M | 24,302 | $11.3M | 22,530 | +1,772+7.87% | Add |
| BBANK OF AMER CORPBAC |
| 0.63% | 0.63% | $12.3M | 215,893 | $9.7M | 199,633 | +16,260+8.14% | Add |
 KLA CORPKLAC |
| 0.61% | 0.34% | $11.9M | 39,343 | $5.3M | 3,627 | +35,716+984.73% | Add |
 GE AEROSPACEGE |
| 0.6% | 0.53% | $11.7M | 31,424 | $8.2M | 29,015 | +2,409+8.30% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.58% | 0.44% | $11.4M | 27,352 | $6.8M | 25,060 | +2,292+9.15% | Add |
 HOME DEPOT INCHD |
| 0.54% | 0.58% | $10.6M | 29,999 | $9.1M | 27,541 | +2,458+8.92% | Add |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.6% | $10.3M | 70,134 | $9.3M | 64,293 | +5,841+9.08% | Add |
| SSANDISK CORP COMSNDK |
| 0.52% | 0.17% | $10.1M | 4,461 | $2.6M | 4,084 | +377+9.23% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.51% | 0.49% | $9.9M | 9,755 | $7.6M | 9,024 | +731+8.10% | Add |
 MERCK & CO INCMRK |
| 0.49% | 0.53% | $9.6M | 74,388 | $8.3M | 68,665 | +5,723+8.33% | Add |
 GE VERNOVA INCGEV |
| 0.49% | 0.42% | $9.5M | 8,094 | $6.5M | 7,456 | +638+8.56% | Add |
 COCA COLA COKO |
| 0.49% | 0.52% | $9.5M | 116,626 | $8.1M | 107,103 | +9,523+8.89% | Add |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.69% | $9.3M | 56,385 | $10.7M | 51,858 | +4,527+8.73% | Add |
 NETFLIX INCNFLX |
| 0.46% | 0.72% | $9.1M | 126,824 | $11.2M | 116,805 | +10,019+8.58% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.44% | 0.46% | $8.5M | 46,942 | $7.1M | 43,065 | +3,877+9.00% | Add |
 WELLS FARGO CO NEWWFC |
| 0.43% | 0.48% | $8.4M | 101,193 | $7.4M | 93,043 | +8,150+8.76% | Add |
 PALO ALTOPANW |
| 0.43% | 0.23% | $8.3M | 24,426 | $3.6M | 22,360 | +2,066+9.24% | Add |
 TEXAS INSTRS INCTXN |
| 0.42% | 0.31% | $8.2M | 27,411 | $4.9M | 25,112 | +2,299+9.15% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.41% | 0.6% | $8.1M | 69,155 | $9.2M | 63,196 | +5,959+9.43% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.4% | $8.0M | 28,308 | $6.3M | 25,859 | +2,449+9.47% | Add |
| CCITIGROUP INCC |
| 0.41% | 0.38% | $7.9M | 56,399 | $6.0M | 52,575 | +3,824+7.27% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.4% | — | $7.9M | 26,370 | $0 | 0 | +26,370 | New Buy |
 RTX CORPORATIONRTX |
| 0.4% | 0.46% | $7.7M | 40,560 | $7.2M | 37,134 | +3,426+9.23% | Add |
 ORACLE CORPORCL |
| 0.38% | 0.44% | $7.5M | 51,107 | $6.9M | 46,911 | +4,196+8.94% | Add |
 LINDE PLCLIN |
| 0.37% | 0.41% | $7.2M | 13,926 | $6.4M | 12,918 | +1,008+7.80% | Add |
