 NVIDIA CORPORATIONNVDA |
| 15.72% | 17.39% | $41.1M | 205,570 | $35.9M | 205,620 | -50-0.02% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 8.77% | 3.91% | $22.9M | 39,505 | $8.1M | 39,655 | -150-0.38% | Reduce |
 CORNING INCGLW |
| 6.92% | 4.68% | $18.1M | 70,880 | $9.6M | 70,905 | -25-0.04% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.68% | 1.75% | $12.2M | 10,600 | $3.6M | 10,685 | -85-0.80% | Reduce |
 HUBBELL INCHUBB |
| 4.64% | 5.52% | $12.1M | 23,184 | $11.4M | 23,184 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 4.41% | 5.03% | $11.5M | 35,260 | $10.4M | 35,235 | +25+0.07% | Add |
 UNION PAC CORPUNP |
| 3.85% | 4.36% | $10.1M | 37,035 | $9.0M | 37,035 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.68% | 1.77% | $9.6M | 22,293 | $3.7M | 22,293 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 2.97% | 4.47% | $7.8M | 15,240 | $9.2M | 15,240 | 00.00% | Unchanged |
 IRON MTN INC DEL COMIRM |
| 2.51% | 2.58% | $6.6M | 51,982 | $5.3M | 51,982 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.09% | 2.62% | $5.5M | 14,630 | $5.4M | 14,585 | +45+0.31% | Add |
 RTX CORPORATIONRTX |
| 1.88% | 2.42% | $4.9M | 25,914 | $5.0M | 25,914 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.78% | 1.95% | $4.7M | 18,535 | $4.0M | 18,485 | +50+0.27% | Add |
 VERTIV HOLDINGS COVRT |
| 1.76% | 1.68% | $4.6M | 13,760 | $3.5M | 13,785 | -25-0.18% | Reduce |
 CATERPILLAR INCCAT |
| 1.72% | 1.45% | $4.5M | 4,217 | $3.0M | 4,217 | 00.00% | Unchanged |
 SEMPRA COMSRE |
| 1.69% | 2.25% | $4.4M | 47,800 | $4.6M | 47,800 | 00.00% | Unchanged |
 BLACKSTONE INCBX |
| 1.68% | 2.08% | $4.4M | 37,342 | $4.3M | 37,242 | +100+0.27% | Add |
 ALPHABET INCGOOGL |
| 1.62% | 1.66% | $4.2M | 11,876 | $3.4M | 11,876 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 1.61% | 1.81% | $4.2M | 14,580 | $3.7M | 14,680 | -100-0.68% | Reduce |
 MORGAN STANLEYMS |
| 1.61% | 1.6% | $4.2M | 20,100 | $3.3M | 20,100 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 1.49% | 1.26% | $3.9M | 1,960 | $2.6M | 1,960 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.48% | 1.81% | $3.9M | 15,240 | $3.7M | 15,240 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.42% | 1.68% | $3.7M | 28,835 | $3.5M | 28,835 | 00.00% | Unchanged |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.37% | 2.33% | $3.6M | 7,048 | $4.8M | 7,048 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.3% | 1.75% | $3.4M | 3,624 | $3.6M | 3,624 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 1.25% | 0.75% | $3.3M | 9,619 | $1.5M | 9,619 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 1.15% | 1.32% | $3.0M | 13,416 | $2.7M | 13,416 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.93% | 1.59% | $2.4M | 34,150 | $3.3M | 34,150 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 0.92% | 0.84% | $2.4M | 14,170 | $1.7M | 14,185 | -15-0.11% | Reduce |
 PFIZER INCPFE |
| 0.85% | 1.26% | $2.2M | 92,200 | $2.6M | 92,200 | 00.00% | Unchanged |
 PUBLIC STORAGE COMPSA |
| 0.8% | 0.87% | $2.1M | 6,612 | $1.8M | 6,612 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.79% | 0.51% | $2.1M | 2,692 | $1.1M | 2,692 | 00.00% | Unchanged |
 GENERAL DYNAMICS CORPGD |
| 0.77% | 0.94% | $2.0M | 5,675 | $1.9M | 5,675 | 00.00% | Unchanged |
 DIGITAL RLTY TR INC COMDLR |
| 0.74% | 0.94% | $1.9M | 10,745 | $1.9M | 10,745 | 00.00% | Unchanged |
 WASTE MGMT INC DELWM |
| 0.73% | 0.95% | $1.9M | 8,568 | $2.0M | 8,518 | +50+0.59% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.69% | 0.92% | $1.8M | 11,035 | $1.9M | 10,960 | +75+0.68% | Add |
 AMAZON COM INCAMZN |
| 0.63% | 0.7% | $1.7M | 6,945 | $1.4M | 6,895 | +50+0.73% | Add |
 JACOBS SOLUTIONS INCJ |
| 0.63% | — | $1.7M | 13,115 | $0 | 0 | +13,115 | New Buy |
 HONEYWELL INTL INCHON |
| 0.57% | 1.47% | $1.5M | 6,686 | $3.0M | 13,373 | -6,687-50.00% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.56% | — | $1.5M | 6,686 | $0 | 0 | +6,686 | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 0.53% | 0.74% | $1.4M | 5,580 | $1.5M | 5,475 | +105+1.92% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.49% | 0.57% | $1.3M | 4,084 | $1.2M | 4,084 | 00.00% | Unchanged |
 CSX CORPCSX |
| 0.45% | 0.5% | $1.2M | 25,026 | $1.0M | 25,026 | 00.00% | Unchanged |
 HUNTINGTON INGALLS INDS INC COMHII |
| 0.35% | 0.6% | $905,444 | 3,235 | $1.2M | 3,235 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.34% | 0.41% | $887,501 | 1,728 | $850,921 | 1,703 | +25+1.47% | Add |
 HOME DEPOT INCHD |
| 0.33% | 0.37% | $869,004 | 2,464 | $765,985 | 2,329 | +135+5.80% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.33% | 0.47% | $866,218 | 17,373 | $959,853 | 13,613 | +3,760+27.62% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.32% | 0.35% | $830,625 | 9,375 | $714,000 | 9,375 | 00.00% | Unchanged |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.3% | — | $786,411 | 8,850 | $0 | 0 | +8,850 | New Buy |
 EMERSON ELEC COEMR |
| 0.3% | — | $786,037 | 5,491 | $0 | 0 | +5,491 | New Buy |
