 MICROSOFT CORPMSFT |
| 6.09% | 7.25% | $1.6M | 4,166 | $37.2M | 88,165 | -83,999-95.27% | Reduce |
 APPLE INCAAPL |
| 5.33% | 5.1% | $1.4M | 6,163 | $26.1M | 104,341 | -98,178-94.09% | Reduce |
 AMAZON COM INCAMZN |
| 4.84% | 4.24% | $1.2M | 6,536 | $21.7M | 99,094 | -92,558-93.40% | Reduce |
 META PLATFORMS INCMETA |
| 4.59% | 4.89% | $1.2M | 2,045 | $25.1M | 42,810 | -40,765-95.22% | Reduce |
 ELI LILLY & COLLY |
| 4.25% | 3.54% | $1.1M | 1,320 | $18.2M | 23,521 | -22,201-94.39% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 4.22% | 3.31% | $1.1M | 1,144 | $17.0M | 18,533 | -17,389-93.83% | Reduce |
 T-MOBILE US INC COMTMUS |
| 4.12% | 2.85% | $1.1M | 3,962 | $14.6M | 66,147 | -62,185-94.01% | Reduce |
| FFISERV INCFISV |
| 3.92% | 3.41% | $1.0M | 4,562 | $17.5M | 84,990 | -80,428-94.63% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.68% | 6.18% | $943,556 | 8,706 | $31.7M | 236,063 | -227,357-96.31% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.3% | 2.68% | $847,757 | 3,456 | $13.7M | 57,348 | -53,892-93.97% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.08% | 2.45% | $789,841 | 1,441 | $12.6M | 23,876 | -22,435-93.96% | Reduce |
 PALO ALTOPANW |
| 3.06% | 3.04% | $786,138 | 4,607 | $15.6M | 85,578 | -80,971-94.62% | Reduce |
 ALPHABET INCGOOGL |
| 3.05% | 3.59% | $783,252 | 5,065 | $18.4M | 97,082 | -92,017-94.78% | Reduce |
 S&P GLOBAL INCSPGI |
| 2.71% | 2.12% | $696,097 | 1,370 | $10.8M | 21,782 | -20,412-93.71% | Reduce |
 BROADRIDGE FINL SOLUTIONS INBR |
| 2.66% | 2.02% | $683,252 | 2,818 | $10.4M | 45,796 | -42,978-93.85% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.59% | 1.6% | $665,658 | 1,373 | $8.2M | 20,384 | -19,011-93.26% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 2.43% | 2.11% | $623,879 | 1,425 | $10.8M | 23,431 | -22,006-93.92% | Reduce |
 BLACKSTONE INCBX |
| 2.38% | 3.43% | $610,699 | 4,369 | $17.6M | 101,984 | -97,615-95.72% | Reduce |
 BLACKROCK INC COMBLK |
| 2.28% | 1.71% | $583,978 | 617 | $8.8M | 8,547 | -7,930-92.78% | Reduce |
 WALMART INCWMT |
| 2.27% | 2.19% | $583,101 | 6,642 | $11.2M | 124,469 | -117,827-94.66% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 2.16% | 1.83% | $554,359 | 912 | $9.4M | 14,736 | -13,824-93.81% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.15% | 1.68% | $552,047 | 1,483 | $8.6M | 23,931 | -22,448-93.80% | Reduce |
 HOME DEPOT INCHD |
| 2.14% | 2.05% | $549,735 | 1,500 | $10.5M | 27,069 | -25,569-94.46% | Reduce |
 MORGAN STANLEYMS |
| 1.97% | 1.73% | $505,181 | 4,330 | $8.9M | 70,698 | -66,368-93.88% | Reduce |
 INTUITINTU |
| 1.95% | 1.7% | $501,016 | 816 | $8.7M | 13,859 | -13,043-94.11% | Reduce |
 LINDE PLCLIN |
| 1.92% | 1.62% | $492,181 | 1,057 | $8.3M | 19,818 | -18,761-94.67% | Reduce |
 GE VERNOVA INCGEV |
| 1.92% | 1.09% | $491,806 | 1,611 | $5.6M | 17,009 | -15,398-90.53% | Reduce |
 ORACLE CORPORCL |
| 1.91% | 1.98% | $489,055 | 3,498 | $10.1M | 60,834 | -57,336-94.25% | Reduce |
 CORNING INCGLW |
| 1.77% | 0.01% | $453,222 | 9,900 | $47,520 | 1,000 | +8,900+890.00% | Add |
| RROLLINS INC COMROL |
| 1.72% | 1.27% | $440,831 | 8,159 | $6.5M | 140,499 | -132,340-94.19% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.7% | 1.67% | $435,974 | 6,150 | $8.6M | 119,675 | -113,525-94.86% | Reduce |
 EATON CORP PLCETN |
| 1.65% | 1.58% | $422,424 | 1,554 | $8.1M | 24,452 | -22,898-93.64% | Reduce |
 NETFLIX INCNFLX |
| 1.62% | <0.01% | $416,841 | 447 | $13,370 | 15 | +432+2,880.00% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.56% | 1.35% | $399,573 | 803 | $6.9M | 13,275 | -12,472-93.95% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.85% | — | $218,414 | 441 | $0 | 0 | +441 | New Buy |
 SERVICENOW INCNOW |
| 0.56% | — | $142,509 | 179 | $0 | 0 | +179 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.52% | 0.37% | $133,145 | 250 | $1.9M | 4,139 | -3,889-93.96% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.34% | 0.02% | $86,976 | 1,200 | $88,836 | 1,200 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.33% | 0.35% | $83,643 | 1,148 | $1.8M | 29,543 | -28,395-96.11% | Reduce |
 VISA INCV |
| 0.27% | 0.03% | $70,092 | 200 | $133,369 | 422 | -222-52.61% | Reduce |
 MCDONALDS CORPMCD |
| 0.12% | 0.18% | $31,237 | 100 | $906,196 | 3,126 | -3,026-96.80% | Reduce |
 BROADCOM INCAVGO |
| 0.04% | 3.41% | $9,256 | 4,628 | $17.5M | 94,750 | -90,122-95.12% | Reduce |
