 NVIDIA CORPORATIONNVDA |
| 14.35% | 14.88% | $230.3M | 1.2M | $222.0M | 1.3M | -122,299-9.61% | Reduce |
 ALPHABET INCGOOGL |
| 11.17% | 10.16% | $179.1M | 501,277 | $151.6M | 527,251 | -25,974-4.93% | Reduce |
 MICROSOFT CORPMSFT |
| 10.21% | 10.99% | $163.9M | 439,355 | $164.0M | 443,038 | -3,683-0.83% | Reduce |
 JPMORGAN CHASE & COJPM |
| 5.28% | 5.33% | $84.7M | 258,869 | $79.6M | 270,572 | -11,703-4.33% | Reduce |
 VISA INCV |
| 4.7% | 4.59% | $75.3M | 219,601 | $68.5M | 226,613 | -7,012-3.09% | Reduce |
 PALO ALTOPANW |
| 3.63% | 1.97% | $58.3M | 170,921 | $29.4M | 183,587 | -12,666-6.90% | Reduce |
 PROCTER & GAMBLE COPG |
| 3.35% | 3.11% | $53.7M | 366,485 | $46.4M | 321,308 | +45,177+14.06% | Add |
 BROADCOM INCAVGO |
| 2.87% | 1.65% | $46.0M | 121,848 | $24.6M | 79,342 | +42,506+53.57% | Add |
 META PLATFORMS INCMETA |
| 2.44% | 2.22% | $39.1M | 69,476 | $33.1M | 57,919 | +11,557+19.95% | Add |
| AAlphabet Inc Class CGOOG |
| 2.41% | 2.47% | $38.7M | 109,491 | $36.9M | 128,657 | -19,166-14.90% | Reduce |
 MERCK & CO INCMRK |
| 2.25% | 2.36% | $36.1M | 280,988 | $35.3M | 293,071 | -12,083-4.12% | Reduce |
| AAT&T INCT |
| 2.19% | 3.46% | $35.2M | 1.7M | $51.7M | 1.8M | -81,373-4.57% | Reduce |
 ELI LILLY & COLLY |
| 2.11% | 1.88% | $33.9M | 28,266 | $28.1M | 30,560 | -2,294-7.51% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.01% | 1.55% | $32.2M | 67,396 | $23.2M | 68,539 | -1,143-1.67% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.92% | 2.32% | $30.9M | 351,595 | $34.6M | 373,023 | -21,428-5.74% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.86% | — | $29.8M | 59,455 | $0 | 0 | +59,455 | New Buy |
 DISNEY WALT CODIS |
| 1.82% | 2.65% | $29.3M | 304,062 | $39.6M | 410,812 | -106,750-25.99% | Reduce |
 SYNOPSYS INCSNPS |
| 1.76% | 1.76% | $28.3M | 63,353 | $26.2M | 66,075 | -2,722-4.12% | Reduce |
 WASTE MGMT INC DELWM |
| 1.56% | 1.85% | $25.0M | 112,249 | $27.7M | 120,335 | -8,086-6.72% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 1.47% | 1.71% | $23.6M | 144,545 | $25.5M | 148,038 | -3,493-2.36% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.46% | 2.06% | $23.4M | 141,466 | $30.8M | 148,876 | -7,410-4.98% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.29% | 0.99% | $20.7M | 49,906 | $14.8M | 54,854 | -4,948-9.02% | Reduce |
 TESLA INCTSLA |
| 1.22% | 1.22% | $19.6M | 46,639 | $18.1M | 48,822 | -2,183-4.47% | Reduce |
 NETFLIX INCNFLX |
| 1.14% | 0.06% | $18.4M | 257,149 | $825,352 | 8,584 | +248,565+2,895.68% | Add |
 SERVICENOW INCNOW |
| 1.07% | 1.27% | $17.2M | 173,138 | $19.0M | 181,508 | -8,370-4.61% | Reduce |
 KLA CORPKLAC |
| 1.05% | 1.08% | $16.9M | 55,972 | $16.2M | 10,975 | +44,997+410.00% | Add |
 XYLEM INCXYL |
| 1.05% | 1.22% | $16.8M | 142,084 | $18.2M | 152,246 | -10,162-6.67% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.93% | 1.05% | $14.8M | 28,909 | $15.7M | 31,480 | -2,571-8.17% | Reduce |
 CISCO SYS INCCSCO |
| 0.88% | 1.79% | $14.1M | 120,081 | $26.7M | 344,142 | -224,061-65.11% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 0.85% | 0.81% | $13.6M | 57,511 | $12.1M | 61,514 | -4,003-6.51% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.84% | 0.86% | $13.6M | 18,149 | $12.8M | 19,739 | -1,590-8.06% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.84% | 1.31% | $13.4M | 33,821 | $19.5M | 42,261 | -8,440-19.97% | Reduce |
 PFIZER INCPFE |
| 0.73% | 0.94% | $11.7M | 486,935 | $14.0M | 497,648 | -10,713-2.15% | Reduce |
 OTIS WORLDWIDEOTIS |
| 0.65% | 0.8% | $10.4M | 144,733 | $12.0M | 155,776 | -11,043-7.09% | Reduce |
 COCA COLA COKO |
| 0.59% | 0.63% | $9.5M | 116,473 | $9.4M | 123,027 | -6,554-5.33% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 0.4% | 0.44% | $6.4M | 238,306 | $6.6M | 240,789 | -2,483-1.03% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.36% | 0.14% | $5.8M | 4,995 | $2.1M | 6,241 | -1,246-19.96% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 0.34% | 0.3% | $5.5M | 111,482 | $4.5M | 119,705 | -8,223-6.87% | Reduce |
 CATERPILLAR INCCAT |
| 0.3% | 0.22% | $4.9M | 4,565 | $3.3M | 4,656 | -91-1.95% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.23% | 0.26% | $3.7M | 14,745 | $3.9M | 15,977 | -1,232-7.71% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.2% | 0.5% | $3.2M | 33,585 | $7.4M | 58,938 | -25,353-43.02% | Reduce |
 DEERE & CODE |
| 0.19% | 0.18% | $3.1M | 4,828 | $2.7M | 4,848 | -20-0.41% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.19% | 0.25% | $3.0M | 21,830 | $3.8M | 22,183 | -353-1.59% | Reduce |
 HONEYWELL INTL INCHON |
| 0.18% | — | $2.9M | 12,757 | $0 | 0 | +12,757 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 0.18% | — | $2.8M | 12,748 | $0 | 0 | +12,748 | New Buy |
 MCDONALDS CORPMCD |
| 0.16% | 0.22% | $2.5M | 9,380 | $3.3M | 10,509 | -1,129-10.74% | Reduce |
 LAUDER ESTEE COS INC CL AEL |
| 0.15% | 0.16% | $2.4M | 30,631 | $2.3M | 32,291 | -1,660-5.14% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.14% | 0.18% | $2.2M | 37,760 | $2.6M | 43,578 | -5,818-13.35% | Reduce |
 NIKE INCNKE |
| 0.12% | 0.11% | $2.0M | 48,781 | $1.6M | 30,416 | +18,365+60.38% | Add |
 GE AEROSPACEGE |
| 0.12% | 0.09% | $1.9M | 4,963 | $1.4M | 4,963 | 00.00% | Unchanged |
