 MICROSOFT CORPMSFT |
| 2.69% | 0.23% | $1.0M | 2,153 | $488,427 | 943 | +1,210+128.31% | Add |
 AMAZON COM INCAMZN |
| 2.09% | 0.48% | $809,486 | 3,507 | $1.0M | 4,742 | -1,235-26.04% | Reduce |
 GE AEROSPACEGE |
| 2.02% | — | $781,472 | 2,537 | $0 | 0 | +2,537 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 2.01% | — | $779,513 | 9,540 | $0 | 0 | +9,540 | New Buy |
| BBANK OF AMER CORPBAC |
| 1.9% | 0.27% | $733,920 | 13,344 | $582,451 | 11,290 | +2,054+18.19% | Add |
 VISA INCV |
| 1.47% | 0.32% | $568,150 | 1,620 | $680,370 | 1,993 | -373-18.72% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.44% | — | $558,564 | 1,780 | $0 | 0 | +1,780 | New Buy |
 ALPHABET INCGOOGL |
| 1.39% | — | $539,299 | 1,723 | $0 | 0 | +1,723 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 1.38% | — | $536,374 | 2,876 | $0 | 0 | +2,876 | New Buy |
 META PLATFORMS INCMETA |
| 1.31% | 0.39% | $506,289 | 767 | $831,318 | 1,132 | -365-32.24% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.28% | — | $494,993 | 1,338 | $0 | 0 | +1,338 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.26% | — | $489,130 | 1,518 | $0 | 0 | +1,518 | New Buy |
 WELLS FARGO CO NEWWFC |
| 1.22% | 0.11% | $473,456 | 5,080 | $238,468 | 2,845 | +2,235+78.56% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.22% | 0.52% | $472,924 | 1,657 | $1.1M | 6,662 | -5,005-75.13% | Reduce |
| RRINGCENTRAL INCRNG |
| 1.18% | 0.69% | $455,669 | 15,778 | $1.5M | 52,384 | -36,606-69.88% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 1.15% | — | $445,942 | 1,840 | $0 | 0 | +1,840 | New Buy |
 APPLE INCAAPL |
| 1.15% | — | $443,676 | 1,632 | $0 | 0 | +1,632 | New Buy |
 TRUIST FINL CORPTFC |
| 1.14% | — | $439,987 | 8,941 | $0 | 0 | +8,941 | New Buy |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 1.11% | 0.13% | $429,342 | 5,268 | $288,874 | 2,979 | +2,289+76.84% | Add |
| CCITIGROUP INCC |
| 1.1% | 0.17% | $427,085 | 3,660 | $370,576 | 3,651 | +9+0.25% | Add |
 VEEVA SYS INCVEEV |
| 1.01% | 0.42% | $392,662 | 1,759 | $907,434 | 3,046 | -1,287-42.25% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.98% | 0.35% | $379,400 | 726 | $750,020 | 1,541 | -815-52.89% | Reduce |
 MOODYS CORPMCO |
| 0.93% | — | $361,171 | 707 | $0 | 0 | +707 | New Buy |
 SERVICENOW INCNOW |
| 0.92% | 0.44% | $354,788 | 2,316 | $939,606 | 1,021 | +1,295+126.84% | Add |
| DDOLBY LABORATORIES INCDLB |
| 0.9% | 0.45% | $347,302 | 5,408 | $973,738 | 13,455 | -8,047-59.81% | Reduce |
| DDOXIMITY INCDOCS |
| 0.89% | — | $346,048 | 7,815 | $0 | 0 | +7,815 | New Buy |
 VISTRA CORPVST |
| 0.89% | — | $343,472 | 2,129 | $0 | 0 | +2,129 | New Buy |
 US BANCORPUSB |
| 0.85% | — | $330,245 | 6,189 | $0 | 0 | +6,189 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.84% | 0.14% | $325,460 | 1,831 | $291,325 | 1,597 | +234+14.65% | Add |
 INSULET CORPPODD |
| 0.82% | 0.54% | $317,212 | 1,116 | $1.2M | 3,776 | -2,660-70.44% | Reduce |
 BROADCOM INCAVGO |
| 0.82% | 0.35% | $315,989 | 913 | $751,865 | 2,279 | -1,366-59.94% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.81% | — | $315,600 | 1,512 | $0 | 0 | +1,512 | New Buy |
 LEIDOS HOLDINGS INC COMLDOS |
| 0.81% | 0.1% | $313,355 | 1,737 | $219,949 | 1,164 | +573+49.23% | Add |
| DDUOLINGO INCDUOL |
| 0.81% | 0.83% | $312,566 | 1,781 | $1.8M | 5,568 | -3,787-68.01% | Reduce |
 OKTA INC CLASS AOKTA |
| 0.79% | 0.29% | $304,374 | 3,520 | $628,604 | 6,855 | -3,335-48.65% | Reduce |
| LLYFT INC CLASS ALYFT |
| 0.78% | 0.24% | $302,443 | 15,614 | $515,144 | 23,405 | -7,791-33.29% | Reduce |
 HONEYWELL INTL INCHON |
| 0.74% | 0.32% | $285,222 | 1,462 | $684,336 | 3,251 | -1,789-55.03% | Reduce |
| CCOMMERCIAL METALS COCMC |
| 0.73% | — | $283,248 | 4,092 | $0 | 0 | +4,092 | New Buy |
 COCA COLA COKO |
| 0.73% | 0.3% | $281,737 | 4,030 | $637,866 | 9,618 | -5,588-58.10% | Reduce |
| EEVERPURE INC CL AEVPR |
| 0.72% | — | $279,499 | 4,171 | $0 | 0 | +4,171 | New Buy |
| GGITLAB INCGTLB |
| 0.71% | 0.2% | $275,958 | 7,353 | $426,322 | 9,457 | -2,104-22.25% | Reduce |
 DOCUSIGN INCDOCU |
| 0.71% | 0.47% | $274,900 | 4,019 | $1.0M | 14,171 | -10,152-71.64% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 0.71% | — | $273,773 | 2,012 | $0 | 0 | +2,012 | New Buy |
 ANTERO MIDSTREAM CORPAM |
| 0.7% | 0.17% | $272,792 | 15,334 | $356,996 | 18,364 | -3,030-16.50% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.7% | — | $269,528 | 400 | $0 | 0 | +400 | New Buy |
 COUPANG INC CLASS ACPNG |
| 0.69% | — | $267,864 | 11,355 | $0 | 0 | +11,355 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.69% | 0.17% | $267,707 | 461 | $370,638 | 531 | -70-13.18% | Reduce |
 GE VERNOVA INCGEV |
| 0.69% | 0.22% | $267,310 | 409 | $478,392 | 778 | -369-47.43% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.69% | 0.29% | $267,308 | 794 | $614,141 | 1,801 | -1,007-55.91% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.68% | 0.3% | $263,451 | 1,201 | $653,418 | 2,897 | -1,696-58.54% | Reduce |
