 NVIDIA CORPORATIONNVDA |
| 6.69% | 6.63% | $967.5M | 4.8M | $866.3M | 5.0M | -132,034-2.66% | Reduce |
 APPLE INCAAPL |
| 5.62% | 5.87% | $813.6M | 2.8M | $767.6M | 3.0M | -212,507-7.03% | Reduce |
 MICROSOFT CORPMSFT |
| 3.66% | 4.36% | $529.0M | 1.4M | $570.2M | 1.5M | -122,313-7.94% | Reduce |
 ALPHABET INCGOOGL |
| 2.95% | 2.57% | $426.0M | 1.2M | $335.6M | 1.2M | +25,174+2.16% | Add |
 AMAZON COM INCAMZN |
| 2.85% | 3.09% | $411.6M | 1.7M | $404.4M | 1.9M | -214,611-11.05% | Reduce |
 BROADCOM INCAVGO |
| 2.47% | 2.31% | $357.0M | 945,091 | $301.9M | 975,547 | -30,456-3.12% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.36% | 2.07% | $341.1M | 965,367 | $270.2M | 941,804 | +23,563+2.50% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.82% | 0.6% | $263.0M | 227,833 | $78.0M | 230,864 | -3,031-1.31% | Reduce |
 META PLATFORMS INCMETA |
| 1.69% | 1.95% | $243.9M | 432,950 | $254.9M | 445,536 | -12,586-2.82% | Reduce |
 TESLA INCTSLA |
| 1.66% | 1.66% | $240.8M | 572,468 | $216.6M | 582,776 | -10,308-1.77% | Reduce |
 ELI LILLY & COLLY |
| 1.35% | 1.18% | $195.7M | 163,154 | $153.9M | 167,306 | -4,152-2.48% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.32% | 0.51% | $190.6M | 328,142 | $66.1M | 324,877 | +3,265+1.00% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.11% | 1.24% | $161.1M | 322,016 | $161.7M | 337,358 | -15,342-4.55% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.05% | 1.1% | $151.2M | 461,859 | $144.2M | 490,336 | -28,477-5.81% | Reduce |
 VISA INCV |
| 0.84% | 0.82% | $121.3M | 353,468 | $106.9M | 353,727 | -259-0.07% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.82% | 0.42% | $118.4M | 163,810 | $54.6M | 159,670 | +4,140+2.59% | Add |
 LAM RESEARCH CORPLRCX |
| 0.79% | 0.45% | $113.8M | 262,534 | $59.2M | 277,179 | -14,645-5.28% | Reduce |
 INTEL CORPINTC |
| 0.77% | 0.28% | $111.6M | 798,985 | $36.8M | 833,921 | -34,936-4.19% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.83% | $109.5M | 431,231 | $108.7M | 444,574 | -13,343-3.00% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.7% | 1.02% | $100.8M | 737,592 | $133.9M | 789,373 | -51,781-6.56% | Reduce |
 CATERPILLAR INCCAT |
| 0.68% | 0.49% | $98.7M | 92,658 | $63.4M | 89,501 | +3,157+3.53% | Add |
 WALMART INCWMT |
| 0.62% | 0.78% | $89.0M | 785,826 | $101.3M | 815,011 | -29,185-3.58% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.61% | 0.65% | $88.6M | 172,431 | $85.2M | 170,418 | +2,013+1.18% | Add |
 CISCO SYS INCCSCO |
| 0.59% | 0.43% | $84.9M | 722,574 | $56.8M | 731,724 | -9,150-1.25% | Reduce |
 KLA CORPKLAC |
| 0.57% | 0.32% | $82.9M | 274,778 | $42.4M | 28,812 | +245,966+853.69% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.56% | 0.71% | $80.6M | 86,150 | $93.2M | 93,527 | -7,377-7.89% | Reduce |
 GE AEROSPACEGE |
| 0.55% | 0.48% | $79.7M | 213,374 | $62.7M | 220,809 | -7,435-3.37% | Reduce |
 ABBVIE INCABBV |
| 0.55% | 0.62% | $79.7M | 316,843 | $81.4M | 374,211 | -57,368-15.33% | Reduce |
 HOME DEPOT INCHD |
| 0.47% | 0.51% | $68.1M | 193,009 | $66.6M | 202,446 | -9,437-4.66% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.46% | 0.13% | $66.7M | 29,351 | $16.8M | 26,427 | +2,924+11.06% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.46% | 0.34% | $66.5M | 160,011 | $44.3M | 163,848 | -3,837-2.34% | Reduce |
 GE VERNOVA INCGEV |
| 0.45% | 0.38% | $65.7M | 55,897 | $50.3M | 57,596 | -1,699-2.95% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.45% | 0.46% | $65.1M | 1.1M | $59.5M | 1.2M | -78,154-6.41% | Reduce |
 NETFLIX INCNFLX |
| 0.43% | 0.66% | $61.7M | 863,915 | $85.6M | 890,536 | -26,621-2.99% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.43% | 0.47% | $61.6M | 420,063 | $61.0M | 422,539 | -2,476-0.59% | Reduce |
 COCA COLA COKO |
| 0.39% | 0.44% | $56.1M | 689,923 | $57.9M | 761,239 | -71,316-9.37% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.39% | 0.26% | $55.9M | 187,496 | $34.0M | 175,247 | +12,249+6.99% | Add |
 MERCK & CO INCMRK |
| 0.39% | 0.42% | $55.8M | 434,306 | $55.2M | 458,630 | -24,324-5.30% | Reduce |
 PALO ALTOPANW |
| 0.39% | 0.21% | $55.7M | 163,350 | $27.1M | 168,945 | -5,595-3.31% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.37% | 0.56% | $53.4M | 322,308 | $73.5M | 355,393 | -33,085-9.31% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.37% | 0.54% | $52.9M | 453,483 | $70.4M | 480,963 | -27,480-5.71% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.36% | 0.03% | $52.3M | 175,644 | $4.2M | 42,842 | +132,802+309.98% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.35% | 0.35% | $51.2M | 50,581 | $46.3M | 54,768 | -4,187-7.64% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.35% | 0.37% | $50.3M | 278,155 | $48.0M | 290,260 | -12,105-4.17% | Reduce |
 ORACLE CORPORCL |
| 0.34% | 0.4% | $49.8M | 339,671 | $52.5M | 356,819 | -17,148-4.81% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.32% | 0.32% | $45.6M | 162,188 | $41.8M | 172,399 | -10,211-5.92% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.31% | 0.14% | $45.4M | 71,098 | $18.7M | 68,989 | +2,109+3.06% | Add |
 RTX CORPORATIONRTX |
| 0.31% | 0.37% | $44.7M | 235,569 | $47.7M | 247,266 | -11,697-4.73% | Reduce |
 AMPHENOL CORPAPH |
| 0.3% | 0.25% | $44.0M | 249,447 | $32.9M | 260,001 | -10,554-4.06% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.3% | 0.35% | $43.6M | 527,851 | $45.3M | 569,301 | -41,450-7.28% | Reduce |
