 ELI LILLY & COLLY |
| 4.77% | 4.19% | $338.2M | 281,944 | $254.2M | 276,358 | +5,586+2.02% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.39% | 4.09% | $311.5M | 1.6M | $248.1M | 1.4M | +134,494+9.45% | Add |
| SSTRATEGY INCMSTR |
| 3.82% | 5.52% | $271.4M | 3.1M | $334.4M | 2.7M | +442,159+16.50% | Add |
 TESLA INCTSLA |
| 3.7% | 3.62% | $262.5M | 624,137 | $219.6M | 590,680 | +33,457+5.66% | Add |
 MICROSOFT CORPMSFT |
| 3.31% | 2.89% | $235.0M | 629,985 | $175.3M | 473,550 | +156,435+33.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.12% | 1.97% | $221.2M | 380,784 | $119.2M | 586,163 | -205,379-35.04% | Reduce |
| IISHARES TRTLT |
| 3.05% | 3.93% | $216.4M | 2.5M | $237.9M | 2.7M | -240,610-8.77% | Reduce |
 ALPHABET INCGOOGL |
| 2.68% | 2.38% | $190.2M | 532,296 | $144.5M | 502,456 | +29,840+5.94% | Add |
 AMAZON COM INCAMZN |
| 2.66% | 2.56% | $189.1M | 793,414 | $155.4M | 746,178 | +47,236+6.33% | Add |
 APPLE INCAAPL |
| 2.6% | 2.42% | $184.6M | 637,896 | $146.7M | 578,232 | +59,664+10.32% | Add |
 BROADCOM INCAVGO |
| 2.56% | 2.49% | $181.8M | 481,341 | $150.9M | 487,418 | -6,077-1.25% | Reduce |
| IISHARES 7-10YRIEF |
| 2.45% | 2.99% | $174.2M | 1.8M | $181.1M | 1.9M | -55,812-2.94% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.31% | 2.54% | $164.0M | 1.4M | $154.1M | 1.1M | +351,693+33.38% | Add |
 META PLATFORMS INCMETA |
| 1.97% | 1.98% | $139.9M | 248,291 | $120.2M | 210,070 | +38,221+18.19% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.49% | 1.55% | $106.0M | 113,356 | $93.9M | 94,204 | +19,152+20.33% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.37% | 1.34% | $97.5M | 234,641 | $81.4M | 300,801 | -66,160-21.99% | Reduce |
 COINBASE GLOBALCOIN |
| 1.28% | 1.36% | $91.1M | 622,911 | $82.6M | 472,770 | +150,141+31.76% | Add |
 ROBINHOOD MKTS INCHOOD |
| 1.26% | 0.61% | $89.7M | 894,352 | $37.1M | 535,674 | +358,678+66.96% | Add |
 SOFI TECHNOLOGIES INC COMSOFI |
| 1.21% | 0.67% | $86.2M | 4.8M | $40.4M | 2.5M | +2.3M+88.92% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.21% | 0.61% | $85.9M | 112,511 | $36.7M | 93,980 | +18,531+19.72% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.25% | $78.6M | 309,314 | $75.8M | 310,041 | -727-0.23% | Reduce |
 ABBVIE INCABBV |
| 1.11% | 1.22% | $78.5M | 312,098 | $74.0M | 340,348 | -28,250-8.30% | Reduce |
 REDDIT INC CL ARDDT |
| 1.1% | 0.75% | $78.4M | 451,379 | $45.2M | 335,685 | +115,694+34.47% | Add |
 MERCK & CO INCMRK |
| 1.07% | 1.24% | $76.1M | 592,151 | $75.4M | 626,802 | -34,651-5.53% | Reduce |
 AMGEN INC COMAMGN |
| 1.06% | 1.19% | $75.4M | 208,180 | $71.9M | 204,260 | +3,920+1.92% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.04% | — | $73.6M | 148,195 | $0 | 0 | +148,195 | New Buy |
 DANAHER CORP DEL COMDHR |
| 1.02% | 0.97% | $72.6M | 381,326 | $58.5M | 308,670 | +72,656+23.54% | Add |
 ASTRAZENECA PLCAZN |
| 1.02% | 1.23% | $72.2M | 380,770 | $74.5M | 377,620 | +3,150+0.83% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.02% | — | $72.1M | 422,234 | $0 | 0 | +422,234 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.01% | 0.96% | $71.8M | 143,288 | $58.2M | 118,447 | +24,841+20.97% | Add |
 NOVARTIS AGNVS |
| 1.01% | 1.15% | $71.6M | 457,045 | $69.5M | 454,681 | +2,364+0.52% | Add |
 AGILENT TECHNOLOGIES INC COMA |
| 1% | 0.95% | $70.7M | 532,149 | $57.4M | 504,019 | +28,130+5.58% | Add |
 STRYKER CORPORATIONSYK |
| 0.98% | 1% | $69.8M | 221,792 | $60.9M | 185,204 | +36,588+19.76% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.98% | 1.19% | $69.4M | 1.2M | $72.1M | 1.2M | +15,511+1.31% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.97% | 0.97% | $68.8M | 177,890 | $58.6M | 200,192 | -22,302-11.14% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.97% | 1.06% | $68.8M | 757,820 | $64.0M | 623,731 | +134,089+21.50% | Add |
 MEDTRONIC PLCMDT |
| 0.93% | 0.95% | $66.0M | 843,555 | $57.4M | 662,264 | +181,291+27.37% | Add |
 CISCO SYS INCCSCO |
| 0.93% | 0.84% | $65.7M | 559,256 | $51.1M | 658,043 | -98,787-15.01% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.92% | 0.92% | $65.2M | 104,616 | $55.9M | 72,397 | +32,219+44.50% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.83% | 1.02% | $58.8M | 147,970 | $62.1M | 134,723 | +13,247+9.83% | Add |
 ORACLE CORPORCL |
| 0.78% | 0.83% | $55.6M | 379,067 | $50.4M | 342,511 | +36,556+10.67% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.76% | 0.95% | $54.0M | 1.3M | $57.5M | 916,981 | +347,182+37.86% | Add |
 SHOPIFY INCSHOP |
| 0.74% | 0.51% | $52.2M | 456,444 | $31.1M | 262,451 | +193,993+73.92% | Add |
 CAMECO CORPCCJ |
| 0.72% | 0.59% | $51.4M | 504,064 | $36.0M | 330,678 | +173,386+52.43% | Add |
 APPLIED MATLS INCAMAT |
| 0.72% | 0.43% | $50.8M | 70,301 | $26.3M | 76,953 | -6,652-8.64% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.7% | — | $49.9M | 115,142 | $0 | 0 | +115,142 | New Buy |
 PALO ALTOPANW |
| 0.68% | 0.44% | $48.4M | 141,837 | $26.7M | 166,446 | -24,609-14.78% | Reduce |
 ENBRIDGE INCENB |
| 0.68% | 0.68% | $48.3M | 891,454 | $41.3M | 761,193 | +130,261+17.11% | Add |
 ROYAL BK CDA COMRY |
| 0.66% | 0.56% | $47.1M | 227,429 | $34.0M | 210,546 | +16,883+8.02% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 0.65% | 0.63% | $46.3M | 298,291 | $38.1M | 187,461 | +110,830+59.12% | Add |
