 NVIDIA CORPORATIONNVDA |
| 7.86% | 8.16% | $554.9M | 2.8M | $538.9M | 3.1M | -316,650-10.25% | Reduce |
 APPLE INCAAPL |
| 7.5% | 7.18% | $529.5M | 1.8M | $474.2M | 1.9M | -38,672-2.07% | Reduce |
 MICROSOFT CORPMSFT |
| 4.4% | 4.78% | $310.4M | 832,039 | $315.8M | 853,141 | -21,102-2.47% | Reduce |
 ALPHABET INCGOOGL |
| 3.88% | 3.41% | $273.7M | 765,917 | $225.1M | 782,718 | -16,801-2.15% | Reduce |
 AMAZON COM INCAMZN |
| 3.45% | 3.14% | $243.3M | 1.0M | $207.4M | 995,799 | +25,068+2.52% | Add |
 BROADCOM INCAVGO |
| 2.69% | 2.4% | $190.2M | 503,429 | $158.4M | 511,648 | -8,219-1.61% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.69% | 2.52% | $189.7M | 536,988 | $166.1M | 579,009 | -42,021-7.26% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.15% | 0.57% | $151.6M | 131,370 | $37.4M | 110,807 | +20,563+18.56% | Add |
 META PLATFORMS INCMETA |
| 2.08% | 2.43% | $147.1M | 261,097 | $160.6M | 280,727 | -19,630-6.99% | Reduce |
 TESLA INCTSLA |
| 1.73% | 1.68% | $122.2M | 290,530 | $110.9M | 298,203 | -7,673-2.57% | Reduce |
 ELI LILLY & COLLY |
| 1.65% | 1.39% | $116.6M | 97,248 | $91.4M | 99,418 | -2,170-2.18% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.48% | 0.91% | $104.7M | 241,689 | $60.0M | 280,695 | -39,006-13.90% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.44% | 0.74% | $101.6M | 140,466 | $48.7M | 142,453 | -1,987-1.39% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 0.45% | $101.0M | 173,825 | $30.0M | 147,479 | +26,346+17.86% | Add |
 VISA INCV |
| 1.39% | 1.34% | $98.1M | 285,870 | $88.5M | 292,823 | -6,953-2.37% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.26% | 1.33% | $88.6M | 270,680 | $87.8M | 298,631 | -27,951-9.36% | Reduce |
 KLA CORPKLAC |
| 1.25% | 0.9% | $88.5M | 293,261 | $59.3M | 40,292 | +252,969+627.84% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.2% | 1.23% | $84.9M | 165,300 | $81.3M | 162,688 | +2,612+1.61% | Add |
 CATERPILLAR INCCAT |
| 1.14% | 0.82% | $80.7M | 75,743 | $54.3M | 76,689 | -946-1.23% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.12% | 1.28% | $79.2M | 84,662 | $84.7M | 85,043 | -381-0.45% | Reduce |
 INTEL CORPINTC |
| 0.88% | 0.1% | $62.1M | 445,028 | $6.7M | 151,081 | +293,947+194.56% | Add |
 TJX COS INC NEWTJX |
| 0.72% | 0.83% | $50.9M | 336,106 | $55.1M | 345,030 | -8,924-2.59% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.72% | 0.67% | $50.7M | 298,531 | $44.2M | 359,688 | -61,157-17.00% | Reduce |
 FORTINET INCFTNT |
| 0.72% | 0.37% | $50.5M | 328,757 | $24.2M | 296,474 | +32,283+10.89% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.7% | 0.65% | $49.1M | 99,885 | $42.8M | 102,646 | -2,761-2.69% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 0.72% | $48.3M | 96,513 | $47.4M | 98,942 | -2,429-2.45% | Reduce |
 EMCOR GROUP INCEME |
| 0.64% | 0.62% | $45.1M | 54,351 | $41.2M | 55,769 | -1,418-2.54% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.64% | 0.65% | $45.0M | 491,276 | $42.9M | 503,412 | -12,136-2.41% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 0.64% | 0.5% | $45.0M | 22,724 | $32.9M | 23,862 | -1,138-4.77% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.62% | 0.58% | $43.5M | 161,882 | $38.1M | 165,200 | -3,318-2.01% | Reduce |
 SYNCHRONY FINANCIAL COMSYF |
| 0.59% | 0.58% | $41.6M | 547,263 | $38.1M | 559,855 | -12,592-2.25% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.58% | 0.55% | $41.2M | 428,582 | $36.5M | 503,194 | -74,612-14.83% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.58% | 0.98% | $40.8M | 160,619 | $64.6M | 264,351 | -103,732-39.24% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.57% | 0.11% | $40.5M | 17,796 | $7.5M | 11,751 | +6,045+51.44% | Add |
 ABBVIE INCABBV |
| 0.57% | 0.28% | $40.4M | 160,675 | $18.6M | 85,652 | +75,023+87.59% | Add |
 CONSOLIDATED EDISON INCED |
| 0.57% | 0.53% | $40.2M | 362,987 | $34.9M | 308,430 | +54,557+17.69% | Add |
 NETFLIX INCNFLX |
| 0.57% | 0.83% | $40.1M | 561,804 | $55.1M | 572,900 | -11,096-1.94% | Reduce |
 HCA HEALTHCARE INCHCA |
| 0.56% | 0.74% | $39.3M | 100,793 | $48.9M | 103,254 | -2,461-2.38% | Reduce |
 EDISON INTLEIX |
| 0.56% | 0.44% | $39.2M | 527,074 | $28.8M | 393,008 | +134,066+34.11% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 0.55% | 0.13% | $38.7M | 133,781 | $8.7M | 40,969 | +92,812+226.54% | Add |
 CURTISS WRIGHT CORPCW |
| 0.54% | 0.08% | $38.3M | 50,508 | $5.4M | 7,928 | +42,580+537.08% | Add |
| QQUALCOMM INCQCOM |
| 0.54% | 0.64% | $37.9M | 205,358 | $42.1M | 327,139 | -121,781-37.23% | Reduce |
 ROSS STORES INC COMROST |
| 0.54% | 0.6% | $37.8M | 177,430 | $39.6M | 182,714 | -5,284-2.89% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.53% | 0.53% | $37.6M | 168,026 | $35.0M | 172,297 | -4,271-2.48% | Reduce |
 ADOBE INC COMADBE |
| 0.53% | 0.58% | $37.4M | 182,323 | $38.4M | 157,920 | +24,403+15.45% | Add |
 HARTFORD INSURANCEHIG |
| 0.52% | 0.59% | $36.9M | 278,619 | $38.8M | 286,873 | -8,254-2.88% | Reduce |
 TAPESTRY INCTPR |
| 0.52% | 0.42% | $36.9M | 251,747 | $28.0M | 198,189 | +53,558+27.02% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.52% | 0.64% | $36.8M | 315,642 | $42.4M | 290,127 | +25,515+8.79% | Add |
 MSCI INCMSCI |
| 0.52% | 0.54% | $36.6M | 65,414 | $35.8M | 66,464 | -1,050-1.58% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.52% | 0.64% | $36.5M | 205,019 | $42.4M | 10,066 | +194,953+1,936.75% | Add |
