 NVIDIA CORPORATIONNVDA |
| 6.86% | 7.01% | $120.5M | 605,743 | $104.4M | 598,154 | +7,589+1.27% | Add |
 APPLE INCAAPL |
| 6.17% | 6.23% | $108.4M | 376,892 | $92.8M | 365,355 | +11,537+3.16% | Add |
 MICROSOFT CORPMSFT |
| 3.71% | 4.25% | $65.1M | 175,526 | $63.2M | 170,727 | +4,799+2.81% | Add |
 AMAZON COM INCAMZN |
| 3.32% | 3.19% | $58.3M | 245,991 | $47.6M | 228,191 | +17,800+7.80% | Add |
 ALPHABET INCGOOGL |
| 2.9% | 2.65% | $50.9M | 143,346 | $39.4M | 137,106 | +6,240+4.55% | Add |
 BROADCOM INCAVGO |
| 2.47% | 2.4% | $43.4M | 115,497 | $35.8M | 115,492 | +5+0.00% | Add |
| AAlphabet Inc Class CGOOG |
| 2.46% | 2.37% | $43.2M | 122,845 | $35.2M | 122,805 | +40+0.03% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.93% | 0.71% | $33.9M | 29,519 | $10.5M | 31,198 | -1,679-5.38% | Reduce |
 VERISIGN INCVRSN |
| 1.74% | <0.01% | $30.6M | 121,512 | $1,491 | 6 | +121,506+2,025,100.00% | Add |
 META PLATFORMS INCMETA |
| 1.66% | 1.95% | $29.1M | 52,003 | $29.1M | 50,817 | +1,186+2.33% | Add |
 TESLA INCTSLA |
| 1.54% | 1.58% | $27.0M | 64,537 | $23.6M | 63,353 | +1,184+1.87% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 0.59% | $25.1M | 43,401 | $8.8M | 43,165 | +236+0.55% | Add |
 ELI LILLY & COLLY |
| 1.41% | 1.29% | $24.8M | 20,772 | $19.1M | 20,799 | -27-0.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.16% | 1.21% | $20.3M | 62,447 | $18.1M | 61,411 | +1,036+1.69% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.04% | 1.14% | $18.3M | 72,416 | $17.0M | 69,673 | +2,743+3.94% | Add |
 LAM RESEARCH CORPLRCX |
| 0.96% | 0.69% | $16.9M | 39,281 | $10.3M | 48,095 | -8,814-18.33% | Reduce |
 INTEL CORPINTC |
| 0.93% | 0.27% | $16.3M | 117,493 | $4.0M | 90,883 | +26,610+29.28% | Add |
 VISA INCV |
| 0.88% | 0.88% | $15.5M | 45,340 | $13.1M | 43,383 | +1,957+4.51% | Add |
 ABBVIE INCABBV |
| 0.88% | 0.82% | $15.4M | 61,586 | $12.3M | 56,432 | +5,154+9.13% | Add |
 CATERPILLAR INCCAT |
| 0.84% | 0.67% | $14.7M | 13,863 | $10.0M | 14,070 | -207-1.47% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.81% | 0.46% | $14.3M | 19,885 | $6.8M | 19,868 | +17+0.09% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.79% | 0.73% | $13.8M | 27,058 | $10.8M | 21,641 | +5,417+25.03% | Add |
| BBANK OF AMER CORPBAC |
| 0.74% | 0.58% | $13.0M | 230,368 | $8.7M | 177,510 | +52,858+29.78% | Add |
 GE AEROSPACEGE |
| 0.69% | 0.63% | $12.2M | 32,722 | $9.3M | 32,783 | -61-0.19% | Reduce |
 KLA CORPKLAC |
| 0.69% | 0.53% | $12.1M | 40,481 | $7.9M | 5,359 | +35,122+655.38% | Add |
 GE VERNOVA INCGEV |
| 0.69% | 0.62% | $12.1M | 10,345 | $9.2M | 10,494 | -149-1.42% | Reduce |
| CCITIGROUP INCC |
| 0.68% | 0.52% | $11.9M | 85,879 | $7.7M | 68,227 | +17,652+25.87% | Add |
 COCA COLA COKO |
| 0.65% | 0.71% | $11.4M | 140,677 | $10.6M | 139,650 | +1,027+0.74% | Add |
 WALMART INCWMT |
| 0.62% | 0.82% | $10.9M | 96,939 | $12.2M | 97,998 | -1,059-1.08% | Reduce |
 RTX CORPORATIONRTX |
| 0.58% | 0.11% | $10.3M | 63,446 | $1.7M | 8,562 | +54,884+641.02% | Add |
 MORGAN STANLEYMS |
| 0.57% | 0.5% | $10.0M | 48,226 | $7.5M | 45,493 | +2,733+6.01% | Add |
 PROCTER & GAMBLE COPG |
| 0.57% | 0.65% | $10.0M | 68,665 | $9.7M | 66,927 | +1,738+2.60% | Add |
 ROYAL BK CDA COMRY |
| 0.56% | 0.53% | $9.8M | 47,573 | $7.9M | 48,783 | -1,210-2.48% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.55% | 0.33% | $9.6M | 23,178 | $5.0M | 18,315 | +4,863+26.55% | Add |
 PEPSICO INCPEP |
| 0.54% | 0.67% | $9.5M | 70,534 | $9.9M | 63,981 | +6,553+10.24% | Add |
 MERCK & CO INCMRK |
| 0.54% | 0.52% | $9.5M | 74,299 | $7.8M | 64,422 | +9,877+15.33% | Add |
 AMPHENOL CORPAPH |
| 0.5% | 0.38% | $8.7M | 49,634 | $5.6M | 44,582 | +5,052+11.33% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.48% | 0.59% | $8.5M | 201,623 | $8.7M | 173,917 | +27,706+15.93% | Add |
 ANALOG DEVICES INC COMADI |
| 0.48% | 0.47% | $8.5M | 21,489 | $7.0M | 22,027 | -538-2.44% | Reduce |
 NETFLIX INCNFLX |
| 0.48% | 0.65% | $8.4M | 119,014 | $9.7M | 101,340 | +17,674+17.44% | Add |
 AMGEN INC COMAMGN |
| 0.46% | 0.52% | $8.1M | 22,412 | $7.7M | 21,813 | +599+2.75% | Add |
 TEXAS INSTRS INCTXN |
| 0.45% | 0.21% | $7.9M | 26,712 | $3.1M | 16,018 | +10,694+66.76% | Add |
 HOME DEPOT INCHD |
| 0.44% | 0.49% | $7.8M | 22,240 | $7.2M | 21,974 | +266+1.21% | Add |
 AMERICAN EXPRESS COAXP |
| 0.44% | 0.47% | $7.7M | 22,911 | $6.9M | 22,911 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.43% | 0.47% | $7.6M | 79,394 | $7.0M | 72,951 | +6,443+8.83% | Add |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.43% | 0.3% | $7.6M | 62,530 | $4.5M | 47,932 | +14,598+30.46% | Add |
 MAGNA INTL INCMGA |
| 0.43% | 0.27% | $7.5M | 114,356 | $4.1M | 73,045 | +41,311+56.56% | Add |
 CANADIAN IMPERIAL BANK OF COCM |
| 0.39% | 0.38% | $6.9M | 59,922 | $5.7M | 59,922 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.38% | 0.85% | $6.8M | 49,688 | $12.6M | 74,305 | -24,617-33.13% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.38% | 0.34% | $6.6M | 271,166 | $5.1M | 177,213 | +93,953+53.02% | Add |
