 NVIDIA CORPORATIONNVDA |
| 18.14% | 18.64% | $87.3M | 436,254 | $77.7M | 445,692 | -9,438-2.12% | Reduce |
 APPLE INCAAPL |
| 15.46% | 15.96% | $74.4M | 257,167 | $66.5M | 262,152 | -4,985-1.90% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 7.29% | 2.97% | $35.1M | 60,417 | $12.4M | 60,850 | -433-0.71% | Reduce |
 AMAZON COM INCAMZN |
| 6.26% | 6.34% | $30.1M | 126,383 | $26.4M | 126,943 | -560-0.44% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 5.67% | 7.59% | $27.3M | 68,654 | $31.6M | 68,645 | +9+0.01% | Add |
| AAlphabet Inc Class CGOOG |
| 4.72% | 4.58% | $22.7M | 64,314 | $19.1M | 66,536 | -2,222-3.34% | Reduce |
 ELI LILLY & COLLY |
| 4.4% | 3.87% | $21.2M | 17,644 | $16.1M | 17,554 | +90+0.51% | Add |
 META PLATFORMS INCMETA |
| 4.23% | 4.99% | $20.4M | 36,173 | $20.8M | 36,359 | -186-0.51% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 4.12% | 4.83% | $19.8M | 11,674 | $20.1M | 11,653 | +21+0.18% | Add |
 ALPHABET INCGOOGL |
| 4.05% | 3.75% | $19.5M | 54,533 | $15.7M | 54,427 | +106+0.19% | Add |
 PALO ALTOPANW |
| 3.94% | 2.12% | $19.0M | 55,585 | $8.8M | 55,190 | +395+0.72% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.72% | 2.8% | $13.1M | 26,303 | $11.7M | 26,171 | +132+0.50% | Add |
 GE VERNOVA INCGEV |
| 2.58% | 2.2% | $12.4M | 10,577 | $9.2M | 10,508 | +69+0.66% | Add |
 CHUBB LIMITEDCB |
| 2.2% | 2.43% | $10.6M | 31,045 | $10.1M | 31,128 | -83-0.27% | Reduce |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.98% | 2.64% | $9.5M | 21,103 | $11.0M | 21,038 | +65+0.31% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.65% | 1.81% | $7.9M | 44,507 | $7.5M | 1,793 | +42,714+2,382.26% | Add |
 MICROSOFT CORPMSFT |
| 1.55% | 1.75% | $7.4M | 19,960 | $7.3M | 19,696 | +264+1.34% | Add |
 ILLUMINA INCILMN |
| 1.43% | 1.16% | $6.9M | 39,263 | $4.8M | 39,228 | +35+0.09% | Add |
 SERVICENOW INCNOW |
| 1.29% | 1.54% | $6.2M | 62,717 | $6.4M | 61,535 | +1,182+1.92% | Add |
 ADOBE INC COMADBE |
| 0.97% | 1.35% | $4.7M | 22,760 | $5.6M | 23,192 | -432-1.86% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.95% | 1.5% | $4.6M | 40,177 | $6.2M | 40,772 | -595-1.46% | Reduce |
 STARBUCKS CORPSBUX |
| 0.94% | 0.95% | $4.5M | 44,256 | $3.9M | 44,025 | +231+0.52% | Add |
 HOME DEPOT INCHD |
| 0.64% | 0.68% | $3.1M | 8,789 | $2.8M | 8,652 | +137+1.58% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.63% | 0.76% | $3.0M | 34,692 | $3.2M | 33,947 | +745+2.19% | Add |
 DISNEY WALT CODIS |
| 0.59% | 0.68% | $2.8M | 29,360 | $2.8M | 29,217 | +143+0.49% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.25% | 0.31% | $1.2M | 1,268 | $1.3M | 1,284 | -16-1.25% | Reduce |
 CATERPILLAR INCCAT |
| 0.2% | 0.16% | $975,448 | 916 | $654,617 | 924 | -8-0.87% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.17% | 0.19% | $818,799 | 3,224 | $788,075 | 3,224 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.17% | 0.18% | $812,015 | 2,481 | $733,848 | 2,495 | -14-0.56% | Reduce |
 ABBVIE INCABBV |
| 0.13% | 0.12% | $602,175 | 2,393 | $520,454 | 2,393 | 00.00% | Unchanged |
 DEERE & CODE |
| 0.12% | 0.12% | $578,509 | 912 | $513,730 | 912 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.11% | 0.12% | $519,380 | 4,042 | $490,407 | 4,077 | -35-0.86% | Reduce |
 NUCOR CORPNUE |
| 0.11% | 0.09% | $506,756 | 2,275 | $386,394 | 2,285 | -10-0.44% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.07% | 0.09% | $356,152 | 2,819 | $392,884 | 2,819 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.06% | 0.07% | $300,721 | 2,052 | $301,870 | 2,052 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.05% | 0.07% | $263,600 | 2,905 | $298,256 | 2,905 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.05% | 0.05% | $234,961 | 622 | $207,372 | 670 | -48-7.16% | Reduce |
 INTEL CORPINTC |
| 0.05% | — | $234,619 | 1,680 | $0 | 0 | +1,680 | New Buy |
 DUKE ENERGY CORP NEWDUK |
| 0.05% | 0.05% | $221,262 | 1,748 | $228,883 | 1,748 | 00.00% | Unchanged |
