 NVIDIA CORPORATIONNVDA |
| 4.94% | 5.6% | $5.71B | 28.6M | $5.38B | 30.9M | -2.3M-7.40% | Reduce |
 APPLE INCAAPL |
| 3.17% | 4.15% | $3.67B | 12.7M | $3.99B | 15.7M | -3.1M-19.42% | Reduce |
 ALPHABET INCGOOGL |
| 2.83% | 3.1% | $3.27B | 9.2M | $2.98B | 10.4M | -1.2M-11.58% | Reduce |
 BROADCOM INCAVGO |
| 2.57% | 2.83% | $2.97B | 7.9M | $2.72B | 8.8M | -930,973-10.59% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.28% | 0.89% | $2.63B | 2.3M | $852.2M | 2.5M | -244,189-9.67% | Reduce |
 AMAZON COM INCAMZN |
| 2.07% | 2.14% | $2.40B | 10.1M | $2.06B | 9.9M | +160,751+1.62% | Add |
 MICROSOFT CORPMSFT |
| 1.68% | 2.65% | $1.94B | 5.2M | $2.55B | 6.9M | -1.7M-24.20% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.42% | 0.88% | $1.65B | 3.8M | $849.9M | 4.0M | -182,005-4.57% | Reduce |
 CATERPILLAR INCCAT |
| 1.27% | 1.05% | $1.47B | 1.4M | $1.01B | 1.4M | -42,573-3.00% | Reduce |
 ELI LILLY & COLLY |
| 1.23% | 1.09% | $1.43B | 1.2M | $1.04B | 1.1M | +56,109+4.94% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.17% | 0.26% | $1.35B | 2.3M | $253.0M | 1.2M | +1.1M+86.71% | Add |
| TThe Wisdomtree Trust Voya Yield Enhanced UsdUNIY |
| 1.16% | 1.27% | $1.34B | 27.7M | $1.22B | 25.2M | +2.5M+10.08% | Add |
 JPMORGAN CHASE & COJPM |
| 1.09% | 1.13% | $1.26B | 3.9M | $1.08B | 3.7M | +175,651+4.77% | Add |
 TESLA INCTSLA |
| 1.05% | 1.1% | $1.22B | 2.9M | $1.06B | 2.8M | +48,896+1.72% | Add |
 APPLIED MATLS INCAMAT |
| 1.02% | 0.67% | $1.18B | 1.6M | $639.1M | 1.9M | -238,996-12.78% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.01% | 0.96% | $1.17B | 2.5M | $920.9M | 2.7M | -270,187-9.91% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.6% | $1.06B | 3.0M | $573.4M | 2.0M | +999,332+50.00% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.87% | 0.17% | $1.01B | 2.4M | $164.1M | 606,629 | +1.8M+298.86% | Add |
 META PLATFORMS INCMETA |
| 0.87% | 1.22% | $1.00B | 1.8M | $1.17B | 2.0M | -262,248-12.84% | Reduce |
| FFLEX LTDFLEX |
| 0.84% | 0.4% | $966.4M | 6.0M | $387.7M | 5.9M | +39,563+0.67% | Add |
| SSANDISK CORP COMSNDK |
| 0.83% | 0.4% | $960.2M | 422,658 | $379.6M | 597,811 | -175,153-29.30% | Reduce |
 MORGAN STANLEYMS |
| 0.78% | 0.25% | $902.1M | 4.3M | $239.0M | 1.5M | +2.9M+197.19% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.78% | 0.51% | $901.9M | 1.2M | $485.7M | 1.2M | -62,081-4.99% | Reduce |
 COHERENT CORPCOHR |
| 0.77% | 0.55% | $895.2M | 2.3M | $531.3M | 2.2M | +39,782+1.78% | Add |
 GE VERNOVA INCGEV |
| 0.72% | 0.66% | $837.4M | 712,789 | $633.1M | 725,327 | -12,538-1.73% | Reduce |
 MERCK & CO INCMRK |
| 0.72% | 0.65% | $833.3M | 6.5M | $620.6M | 5.2M | +1.3M+25.69% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.71% | 0.94% | $826.5M | 3.3M | $898.7M | 3.7M | -422,305-11.48% | Reduce |
 ALPHABET INCGOOGL |
| 0.66% | — | $761.7M | 15.0M | $0 | 0 | +15.0M | New Buy |
 PALO ALTOPANW |
| 0.64% | 0.34% | $735.0M | 2.2M | $330.0M | 2.1M | +97,233+4.72% | Add |
| SSeagate HDD CaymanSTX |
| 0.61% | 0.25% | $702.4M | 60.2M | $239.2M | 50.4M | +9.8M+19.51% | Add |
 Live Nation Entertainment IncLYV |
| 0.6% | 0.6% | $696.4M | 582.3M | $580.4M | 537.4M | +44.9M+8.36% | Add |
 Western Digital CorpWDC |
| 0.59% | 0.94% | $685.9M | 40.7M | $898.9M | 125.5M | -84.8M-67.57% | Reduce |
| WWELLS FARGO & COWFC |
| 0.58% | 0.68% | $665.0M | 574,721 | $656.6M | 568,491 | +6,230+1.10% | Add |
 COCA COLA COKO |
| 0.56% | 0.66% | $652.2M | 8.0M | $631.5M | 8.3M | -278,276-3.35% | Reduce |
 WALMART INCWMT |
| 0.55% | 0.64% | $636.7M | 5.6M | $617.2M | 5.0M | +655,561+13.19% | Add |
 CISCO SYS INCCSCO |
| 0.55% | 0.53% | $634.3M | 5.4M | $508.6M | 6.6M | -1.2M-17.60% | Reduce |
 ALPHABET INCGOOGL |
| 0.55% | — | $632.9M | 12.6M | $0 | 0 | +12.6M | New Buy |
 CORNING INCGLW |
| 0.55% | 0.43% | $632.7M | 2.5M | $409.1M | 3.0M | -531,589-17.67% | Reduce |
 ASML HLDG NVASML |
| 0.52% | 0.46% | $601.5M | 302,369 | $442.6M | 335,059 | -32,690-9.76% | Reduce |
 ABBVIE INCABBV |
| 0.52% | 0.4% | $597.6M | 2.4M | $387.2M | 1.8M | +594,432+33.39% | Add |
 Boeing Co/TheBA |
| 0.52% | 0.52% | $597.4M | 8.9M | $502.7M | 7.7M | +1.1M+14.57% | Add |
 CLOUDFLARE INCNET |
| 0.49% | 0.62% | $569.3M | 2.3M | $594.1M | 2.9M | -559,106-19.41% | Reduce |
 DATADOG INCDDOG |
| 0.47% | 0.21% | $543.0M | 2.1M | $198.9M | 1.7M | +401,171+23.81% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.45% | 0.31% | $525.8M | 2.0M | $299.7M | 1.3M | +655,045+50.36% | Add |
| VVANGUARD SCOTTSDALE FDSVGLT |
| 0.45% | 0.49% | $519.7M | 9.4M | $471.4M | 8.5M | +902,222+10.60% | Add |
 CUMMINS INCCMI |
| 0.45% | 0.41% | $517.1M | 725,840 | $398.7M | 741,935 | -16,095-2.17% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.45% | 0.52% | $515.7M | 1.0M | $495.9M | 1.0M | -4,253-0.41% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.43% | 0.55% | $496.9M | 508,748 | $532.2M | 595,279 | -86,531-14.54% | Reduce |
 VISA INCV |
| 0.43% | 0.43% | $491.9M | 1.4M | $417.1M | 1.4M | +53,594+3.87% | Add |
 EXXON MOBIL CORPXOM |
| 0.41% | 0.59% | $473.7M | 3.5M | $564.3M | 3.3M | +139,031+4.18% | Add |
