 NVIDIA CORPORATIONNVDA |
| 15.17% | 15.35% | $79.3M | 396,144 | $70.6M | 404,873 | -8,729-2.16% | Reduce |
 APPLE INCAAPL |
| 7.47% | 7.48% | $39.0M | 134,864 | $34.4M | 135,615 | -751-0.55% | Reduce |
 LAM RESEARCH CORPLRCX |
| 4.66% | 2.61% | $24.3M | 56,191 | $12.0M | 56,132 | +59+0.11% | Add |
| AAlphabet Inc Class CGOOG |
| 4.3% | 3.93% | $22.5M | 63,610 | $18.1M | 62,997 | +613+0.97% | Add |
 MICROSOFT CORPMSFT |
| 4.12% | 4.64% | $21.5M | 57,704 | $21.3M | 57,630 | +74+0.13% | Add |
 BROADCOM INCAVGO |
| 4.02% | 3.69% | $21.0M | 55,605 | $17.0M | 54,805 | +800+1.46% | Add |
 META PLATFORMS INCMETA |
| 3.48% | 4.12% | $18.2M | 32,263 | $19.0M | 33,155 | -892-2.69% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.31% | 3.5% | $12.1M | 103,536 | $16.1M | 110,057 | -6,521-5.93% | Reduce |
 AMAZON COM INCAMZN |
| 2.09% | 2.03% | $10.9M | 45,895 | $9.3M | 44,825 | +1,070+2.39% | Add |
 JPMORGAN CHASE & COJPM |
| 2.08% | 2.2% | $10.9M | 33,212 | $10.1M | 34,355 | -1,143-3.33% | Reduce |
 CATERPILLAR INCCAT |
| 1.99% | 1.43% | $10.4M | 9,752 | $6.6M | 9,279 | +473+5.10% | Add |
 HOME DEPOT INCHD |
| 1.83% | 2.12% | $9.6M | 27,094 | $9.8M | 29,657 | -2,563-8.64% | Reduce |
 ORACLE CORPORCL |
| 1.71% | 1.93% | $9.0M | 61,080 | $8.9M | 60,498 | +582+0.96% | Add |
| PPOWELL INDS INCPOWL |
| 1.7% | 1.08% | $8.9M | 30,939 | $5.0M | 9,199 | +21,740+236.33% | Add |
 WALMART INCWMT |
| 1.69% | 2.15% | $8.8M | 77,723 | $9.9M | 79,691 | -1,968-2.47% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.66% | 2.04% | $8.7M | 9,263 | $9.4M | 9,427 | -164-1.74% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.6% | 0.06% | $8.4M | 7,234 | $265,204 | 785 | +6,449+821.53% | Add |
 ABBVIE INCABBV |
| 1.56% | 1.56% | $8.2M | 32,458 | $7.2M | 32,904 | -446-1.36% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.53% | 1.67% | $8.0M | 31,519 | $7.7M | 31,497 | +22+0.07% | Add |
 PALO ALTOPANW |
| 1.52% | 0.95% | $8.0M | 23,348 | $4.4M | 27,298 | -3,950-14.47% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.48% | 1.13% | $7.8M | 23,147 | $5.2M | 20,749 | +2,398+11.56% | Add |
 KLA CORPKLAC |
| 1.47% | 0.74% | $7.7M | 25,491 | $3.4M | 2,322 | +23,169+997.80% | Add |
 TESLA INCTSLA |
| 1.44% | 1.46% | $7.5M | 17,864 | $6.7M | 18,016 | -152-0.84% | Reduce |
 RTX CORPORATIONRTX |
| 1.32% | 1.53% | $6.9M | 36,424 | $7.0M | 36,479 | -55-0.15% | Reduce |
 MERCK & CO INCMRK |
| 1.22% | 1.32% | $6.4M | 49,547 | $6.1M | 50,328 | -781-1.55% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.18% | 1.31% | $6.2M | 17,445 | $6.0M | 17,532 | -87-0.50% | Reduce |
 VISA INCV |
| 1.07% | 1.08% | $5.6M | 16,237 | $5.0M | 16,485 | -248-1.50% | Reduce |
 NUCOR CORPNUE |
| 1.02% | 0.89% | $5.3M | 23,901 | $4.1M | 24,135 | -234-0.97% | Reduce |
 WASTE MGMT INC DELWM |
| 1.02% | 1.22% | $5.3M | 23,826 | $5.6M | 24,500 | -674-2.75% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.97% | 1.18% | $5.1M | 57,654 | $5.4M | 58,253 | -599-1.03% | Reduce |
 ILLINOIS TOOLITW |
| 0.92% | 1.03% | $4.8M | 17,724 | $4.8M | 18,279 | -555-3.04% | Reduce |
 MCDONALDS CORPMCD |
| 0.91% | 1.21% | $4.7M | 17,513 | $5.6M | 17,944 | -431-2.40% | Reduce |
 DOVER CORPDOV |
| 0.89% | 0.97% | $4.7M | 20,802 | $4.4M | 21,311 | -509-2.39% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.89% | 0.65% | $4.6M | 15,535 | $3.0M | 15,489 | +46+0.30% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.84% | 0.93% | $4.4M | 32,221 | $4.3M | 32,742 | -521-1.59% | Reduce |
 HUBBELL INCHUBB |
| 0.84% | 0.83% | $4.4M | 8,341 | $3.8M | 7,796 | +545+6.99% | Add |
 PHILLIPS 66PSX |
| 0.81% | 0.99% | $4.2M | 25,026 | $4.5M | 24,925 | +101+0.41% | Add |
 QUANTA SVCS INCPWR |
| 0.8% | 0.55% | $4.2M | 5,836 | $2.5M | 4,575 | +1,261+27.56% | Add |
 PROCTER & GAMBLE COPG |
| 0.79% | 0.91% | $4.1M | 28,180 | $4.2M | 28,986 | -806-2.78% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.76% | 1.07% | $4.0M | 29,087 | $4.9M | 28,979 | +108+0.37% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.73% | 0.71% | $3.8M | 3,908 | $3.3M | 3,661 | +247+6.75% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.72% | 0.65% | $3.8M | 14,018 | $3.0M | 13,045 | +973+7.46% | Add |
 LOWES COS INC COMLOW |
| 0.7% | 0.85% | $3.7M | 16,640 | $3.9M | 16,500 | +140+0.85% | Add |
 NETFLIX INCNFLX |
| 0.66% | 1.04% | $3.4M | 48,205 | $4.8M | 49,601 | -1,396-2.81% | Reduce |
 SOUTHERN COSO |
| 0.6% | 0.7% | $3.1M | 32,810 | $3.2M | 33,353 | -543-1.63% | Reduce |
 Genuine Parts Co ComGPC |
| 0.6% | 0.63% | $3.1M | 26,420 | $2.9M | 27,387 | -967-3.53% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.64% | $3.0M | 5,763 | $3.0M | 5,909 | -146-2.47% | Reduce |
 AMPHENOL CORPAPH |
| 0.57% | 0.4% | $3.0M | 16,781 | $1.8M | 14,406 | +2,375+16.49% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.55% | 0.74% | $2.9M | 67,335 | $3.4M | 67,794 | -459-0.68% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.54% | 0.38% | $2.8M | 16,579 | $1.8M | 14,265 | +2,314+16.22% | Add |
