 NVIDIA CORPORATIONNVDA |
| 6.69% | 6.72% | $670.7M | 3.8M | $507.9M | 3.3M | +475,316+14.26% | Add |
 ALPHABET INCGOOGL |
| 5.91% | 3.25% | $591.7M | 1.9M | $245.6M | 979,250 | +908,459+92.77% | Add |
 MICROSOFT CORPMSFT |
| 5.28% | 4.28% | $529.1M | 1.6M | $323.7M | 1.0M | +613,484+61.28% | Add |
 APPLE INCAAPL |
| 4.87% | 7.37% | $488.4M | 1.9M | $557.5M | 2.5M | -602,589-23.91% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.56% | 1.73% | $356.4M | 699,736 | $130.8M | 739,643 | -39,907-5.40% | Reduce |
 META PLATFORMS INCMETA |
| 2.55% | 1.58% | $255.8M | 517,310 | $119.4M | 238,753 | +278,557+116.67% | Add |
| AAlphabet Inc Class CGOOG |
| 2.37% | 0.33% | $237.9M | 765,754 | $25.2M | 97,292 | +668,462+687.07% | Add |
 TESLA INCTSLA |
| 2.3% | 2.99% | $230.1M | 623,123 | $226.3M | 699,091 | -75,968-10.87% | Reduce |
 BROADCOM INCAVGO |
| 2.15% | 3.24% | $215.6M | 647,875 | $245.2M | 908,549 | -260,674-28.69% | Reduce |
 MORGAN STANLEYMS |
| 1.99% | 1.91% | $199.1M | 1.1M | $144.4M | 1.0M | +77,916+7.72% | Add |
 PALO ALTOPANW |
| 1.9% | 0.89% | $190.3M | 636,643 | $67.3M | 482,616 | +154,027+31.92% | Add |
 APPLIED MATLS INCAMAT |
| 1.85% | 1.33% | $185.4M | 292,173 | $100.4M | 337,329 | -45,156-13.39% | Reduce |
 CORNING INCGLW |
| 1.62% | 0.02% | $162.7M | 727,360 | $1.2M | 9,246 | +718,114+7,766.75% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.54% | 1.5% | $153.8M | 151,229 | $113.4M | 385,702 | -234,473-60.79% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.46% | 1.46% | $146.0M | 1.4M | $110.4M | 868,841 | +561,363+64.61% | Add |
 INTEL CORPINTC |
| 1.42% | 0.83% | $142.5M | 1.2M | $62.6M | 1.6M | -466,396-28.64% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.3% | 0.06% | $130.5M | 499,791 | $4.7M | 27,397 | +472,394+1,724.25% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.29% | 0.02% | $129.3M | 355,341 | $1.2M | 4,744 | +350,597+7,390.32% | Add |
| BBANK OF AMER CORPBAC |
| 1.29% | 0.69% | $128.8M | 2.6M | $52.3M | 1.2M | +1.3M+109.61% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.23% | 1.15% | $123.5M | 150,340 | $87.2M | 100,302 | +50,038+49.89% | Add |
| EEBAY INC. COMEBAY |
| 1.07% | — | $106.8M | 1.1M | $0 | 0 | +1.1M | New Buy |
 ELI LILLY & COLLY |
| 1.06% | 2.8% | $106.7M | 101,109 | $211.6M | 264,615 | -163,506-61.79% | Reduce |
 NETFLIX INCNFLX |
| 1.06% | 1.66% | $106.6M | 1.7M | $125.6M | 1.5M | +201,344+13.39% | Add |
 WALMART INCWMT |
| 0.99% | 0.25% | $98.9M | 993,252 | $19.3M | 173,832 | +819,420+471.39% | Add |
 JPMORGAN CHASE & COJPM |
| 0.94% | 1.13% | $94.5M | 327,756 | $85.6M | 332,924 | -5,168-1.55% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.92% | 0.61% | $92.6M | 265,592 | $46.2M | 166,540 | +99,052+59.48% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.9% | 0.88% | $90.2M | 1.0M | $66.5M | 1.1M | -76,149-6.89% | Reduce |
| CCITIGROUP INCC |
| 0.89% | 1.78% | $89.3M | 726,988 | $134.8M | 1.4M | -640,156-46.82% | Reduce |
 CATERPILLAR INCCAT |
| 0.88% | 0.51% | $87.7M | 93,536 | $38.7M | 62,415 | +31,121+49.86% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.79% | 0.85% | $79.6M | 988,557 | $64.1M | 800,000 | +188,557+23.57% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.79% | 0.45% | $78.8M | 92,068 | $34.1M | 43,944 | +48,124+109.51% | Add |
 CME GROUP INCCME |
| 0.78% | 0.02% | $78.5M | 405,338 | $1.8M | 6,217 | +399,121+6,419.83% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.69% | 1.19% | $69.5M | 199,735 | $89.7M | 223,988 | -24,253-10.83% | Reduce |
 HOME DEPOT INCHD |
| 0.66% | 0.89% | $65.8M | 211,920 | $67.5M | 235,174 | -23,254-9.89% | Reduce |
 MERCK & CO INCMRK |
| 0.64% | 0.87% | $64.1M | 569,512 | $65.9M | 630,057 | -60,545-9.61% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.62% | 0.6% | $62.2M | 237,652 | $45.3M | 527,322 | -289,670-54.93% | Reduce |
 ABBVIE INCABBV |
| 0.61% | 0.69% | $60.8M | 274,288 | $52.5M | 276,671 | -2,383-0.86% | Reduce |
 MONGODB INC CL AMDB |
| 0.6% | 0.58% | $59.8M | 203,400 | $43.6M | 204,895 | -1,495-0.73% | Reduce |
| QQUALCOMM INCQCOM |
| 0.58% | 0.78% | $58.2M | 358,300 | $59.1M | 527,057 | -168,757-32.02% | Reduce |
 PAYPAL HLDGS INC COMPYPL |
| 0.58% | 1.8% | $57.7M | 1.5M | $136.4M | 3.5M | -1.9M-56.04% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.57% | 0.68% | $56.8M | 439,651 | $51.4M | 407,235 | +32,416+7.96% | Add |
 ORACLE CORPORCL |
| 0.57% | 0.49% | $56.8M | 441,275 | $37.1M | 289,295 | +151,980+52.53% | Add |
| SSANDISK CORP COMSNDK |
| 0.55% | — | $55.1M | 27,689 | $0 | 0 | +27,689 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 0.54% | 0.44% | $54.3M | 309,472 | $33.1M | 208,936 | +100,536+48.12% | Add |
 VISA INCV |
| 0.52% | 0.46% | $52.3M | 172,169 | $35.0M | 131,714 | +40,455+30.71% | Add |
 AMERICAN EXPRESS COAXP |
| 0.52% | 0.52% | $52.0M | 175,047 | $39.0M | 147,622 | +27,425+18.58% | Add |
 CISCO SYS INCCSCO |
| 0.5% | 0.29% | $50.2M | 486,289 | $22.2M | 328,314 | +157,975+48.12% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.44% | 0.2% | $44.3M | 282,819 | $15.2M | 4,106 | +278,713+6,787.94% | Add |
 BLACKROCK INC COMBLK |
| 0.43% | 1.17% | $42.9M | 51,000 | $88.1M | 105,557 | -54,557-51.68% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.43% | 0.25% | $42.8M | 255,336 | $18.9M | 113,872 | +141,464+124.23% | Add |
