 MICROSOFT CORPMSFT |
| 6.74% | 6.49% | $2.2M | 4,565 | $2.5M | 4,842 | -277-5.72% | Reduce |
 BROADCOM INCAVGO |
| 6.39% | 11.3% | $2.1M | 6,052 | $4.3M | 18,190 | -12,138-66.73% | Reduce |
 META PLATFORMS INCMETA |
| 5.13% | 0.07% | $1.7M | 2,545 | $26,438 | 36 | +2,509+6,969.44% | Add |
 AMAZON COM INCAMZN |
| 4.94% | 1.83% | $1.6M | 7,008 | $703,835 | 3,168 | +3,840+121.21% | Add |
 ORACLE CORPORCL |
| 4.49% | 6.42% | $1.5M | 7,550 | $2.5M | 10,072 | -2,522-25.04% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 4.4% | 1.03% | $1.4M | 55,000 | $396,300 | 15,000 | +40,000+266.67% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.06% | 6.19% | $1.3M | 7,132 | $2.4M | 13,057 | -5,925-45.38% | Reduce |
 SALESFORCE INCCRM |
| 4.04% | — | $1.3M | 4,995 | $0 | 0 | +4,995 | New Buy |
 VISTRA CORPVST |
| 3.97% | 7.88% | $1.3M | 8,058 | $3.0M | 14,013 | -5,955-42.50% | Reduce |
| VVENTURE GLOBAL INC CLASS AVG |
| 3.75% | — | $1.2M | 180,000 | $0 | 0 | +180,000 | New Buy |
 ABBVIE INCABBV |
| 3.69% | — | $1.2M | 5,284 | $0 | 0 | +5,284 | New Buy |
 EQUINIX INCEQIX |
| 3.48% | — | $1.1M | 1,486 | $0 | 0 | +1,486 | New Buy |
 COMCAST CORP NEW CL ACMCSA |
| 3.27% | 3.68% | $1.1M | 35,869 | $1.4M | 45,000 | -9,131-20.29% | Reduce |
 CARDINAL HEALTH INCCAH |
| 3.25% | 0.01% | $1.1M | 5,173 | $2,511 | 16 | +5,157+32,231.25% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.92% | — | $957,800 | 5,000 | $0 | 0 | +5,000 | New Buy |
 APPLE INCAAPL |
| 2.83% | 4.09% | $925,411 | 3,404 | $1.6M | 6,165 | -2,761-44.79% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 2.68% | — | $878,580 | 36,577 | $0 | 0 | +36,577 | New Buy |
 CISCO SYS INCCSCO |
| 2.41% | — | $788,864 | 10,241 | $0 | 0 | +10,241 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.38% | 2.21% | $779,610 | 1,551 | $847,744 | 1,698 | -147-8.66% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.85% | — | $606,634 | 5,041 | $0 | 0 | +5,041 | New Buy |
 TRANE TECHNOLOGIES PLCTT |
| 1.76% | 1.16% | $575,238 | 1,478 | $445,044 | 1,074 | +404+37.62% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.57% | — | $515,194 | 12,649 | $0 | 0 | +12,649 | New Buy |
 SCHWAB CHARLES CORPSCHW |
| 1.47% | — | $480,068 | 4,805 | $0 | 0 | +4,805 | New Buy |
 WELLS FARGO CO NEWWFC |
| 1.46% | 1.11% | $478,116 | 5,130 | $427,144 | 5,046 | +84+1.66% | Add |
 VISA INCV |
| 1.39% | — | $456,624 | 1,302 | $0 | 0 | +1,302 | New Buy |
 ONEOK INC NEWOKE |
| 1.38% | — | $452,393 | 6,155 | $0 | 0 | +6,155 | New Buy |
 INTUITINTU |
| 1.36% | — | $445,146 | 672 | $0 | 0 | +672 | New Buy |
 CVS HEALTH CORPCVS |
| 1.35% | — | $440,845 | 5,555 | $0 | 0 | +5,555 | New Buy |
 TJX COS INC NEWTJX |
| 1.34% | — | $440,400 | 2,867 | $0 | 0 | +2,867 | New Buy |
 UNITED RENTALS INCURI |
| 1.32% | — | $433,796 | 536 | $0 | 0 | +536 | New Buy |
 COLGATE PALMOLIVE COCL |
| 1.32% | — | $432,635 | 5,475 | $0 | 0 | +5,475 | New Buy |
 STARBUCKS CORPSBUX |
| 1.31% | — | $428,208 | 5,085 | $0 | 0 | +5,085 | New Buy |
 ABBOTT LABORATORIESABT |
| 1.3% | — | $427,239 | 3,410 | $0 | 0 | +3,410 | New Buy |
 ARCHER DANIELS MIDLAND CO COMADM |
| 1.28% | — | $420,482 | 7,314 | $0 | 0 | +7,314 | New Buy |
 KROGER CO COMKR |
| 1.26% | — | $411,931 | 6,593 | $0 | 0 | +6,593 | New Buy |
 EQT CORPEQT |
| 1.26% | 0.01% | $411,809 | 7,683 | $2,504 | 46 | +7,637+16,602.17% | Add |
 NETFLIX INCNFLX |
| 1.2% | 2.11% | $393,511 | 4,197 | $808,115 | 670 | +3,527+526.42% | Add |
