 NVIDIA CORPORATIONNVDA |
| 8.55% | 8.8% | $14.3M | 71,677 | $12.9M | 74,177 | -2,500-3.37% | Reduce |
 APPLE INCAAPL |
| 7.87% | 7.75% | $13.2M | 45,617 | $11.4M | 44,897 | +720+1.60% | Add |
 MICROSOFT CORPMSFT |
| 4.88% | 5.42% | $8.2M | 21,940 | $8.0M | 21,540 | +400+1.86% | Add |
 AMAZON COM INCAMZN |
| 4.27% | 4.17% | $7.2M | 30,041 | $6.1M | 29,441 | +600+2.04% | Add |
 ALPHABET INCGOOGL |
| 3.85% | 3.47% | $6.5M | 18,080 | $5.1M | 17,760 | +320+1.80% | Add |
 BROADCOM INCAVGO |
| 3.15% | 2.88% | $5.3M | 13,982 | $4.2M | 13,702 | +280+2.04% | Add |
| AAlphabet Inc Class CGOOG |
| 3.02% | 2.91% | $5.1M | 14,361 | $4.3M | 14,921 | -560-3.75% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.42% | 0.79% | $4.1M | 3,521 | $1.2M | 3,441 | +80+2.32% | Add |
 META PLATFORMS INCMETA |
| 2.29% | 2.58% | $3.8M | 6,832 | $3.8M | 6,632 | +200+3.02% | Add |
 TESLA INCTSLA |
| 2.2% | 2.17% | $3.7M | 8,763 | $3.2M | 8,603 | +160+1.86% | Add |
 ELI LILLY & COLLY |
| 1.79% | 1.54% | $3.0M | 2,507 | $2.3M | 2,467 | +40+1.62% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.76% | 0.69% | $2.9M | 5,069 | $1.0M | 4,969 | +100+2.01% | Add |
 JPMORGAN CHASE & COJPM |
| 1.63% | 1.67% | $2.7M | 8,359 | $2.5M | 8,359 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.29% | 1.37% | $2.2M | 4,324 | $2.0M | 4,204 | +120+2.85% | Add |
 INTEL CORPINTC |
| 1.16% | 0.42% | $1.9M | 13,882 | $612,613 | 13,882 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.14% | 1.22% | $1.9M | 7,542 | $1.8M | 7,342 | +200+2.72% | Add |
 VISA INCV |
| 1.06% | 1.06% | $1.8M | 5,175 | $1.6M | 5,175 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.05% | 1.49% | $1.8M | 12,876 | $2.2M | 12,876 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 1.05% | 0.56% | $1.8M | 2,434 | $818,245 | 2,394 | +40+1.67% | Add |
 LAM RESEARCH CORPLRCX |
| 1.01% | 0.57% | $1.7M | 3,916 | $836,693 | 3,916 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.92% | 0.68% | $1.5M | 1,449 | $998,220 | 1,409 | +40+2.84% | Add |
 WALMART INCWMT |
| 0.91% | 1.13% | $1.5M | 13,412 | $1.7M | 13,412 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.85% | 0.64% | $1.4M | 12,148 | $942,563 | 12,148 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.81% | 0.8% | $1.4M | 5,414 | $1.2M | 5,414 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.79% | 0.88% | $1.3M | 2,578 | $1.3M | 2,578 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.77% | 0.93% | $1.3M | 1,375 | $1.4M | 1,375 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.73% | 0.39% | $1.2M | 4,040 | $580,130 | 394 | +3,646+925.38% | Add |
| BBANK OF AMER CORPBAC |
| 0.71% | 0.7% | $1.2M | 21,021 | $1.0M | 21,021 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.71% | 0.62% | $1.2M | 3,204 | $909,199 | 3,204 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.69% | 0.5% | $1.2M | 2,805 | $737,358 | 2,725 | +80+2.94% | Add |
 HOME DEPOT INCHD |
| 0.64% | 0.68% | $1.1M | 3,034 | $997,852 | 3,034 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.63% | 0.7% | $1.0M | 7,153 | $1.0M | 7,153 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.6% | 0.48% | $1.0M | 856 | $712,286 | 816 | +40+4.90% | Add |
 COCA COLA COKO |
| 0.59% | 0.65% | $982,067 | 12,084 | $949,408 | 12,484 | -400-3.20% | Reduce |
 MERCK & CO INCMRK |
| 0.58% | 0.62% | $967,605 | 7,530 | $905,784 | 7,530 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.57% | 0.84% | $960,082 | 5,792 | $1.2M | 5,992 | -200-3.34% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.56% | 0.53% | $931,472 | 921 | $779,157 | 921 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.55% | 0.84% | $928,914 | 13,010 | $1.2M | 12,820 | +190+1.48% | Add |
 ROYAL BK CDA COMRY |
| 0.52% | 0.46% | $874,778 | 4,226 | $680,981 | 4,226 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 0.51% | 0.53% | $863,483 | 4,773 | $772,634 | 4,673 | +100+2.14% | Add |
 PALO ALTOPANW |
| 0.5% | 0.26% | $847,094 | 2,484 | $382,203 | 2,384 | +100+4.19% | Add |
 TEXAS INSTRS INCTXN |
| 0.5% | 0.36% | $840,557 | 2,820 | $528,061 | 2,720 | +100+3.68% | Add |
 WELLS FARGO CO NEWWFC |
| 0.49% | 0.53% | $815,657 | 9,870 | $785,751 | 9,870 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.48% | 0.47% | $806,510 | 2,868 | $695,175 | 2,868 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.48% | 0.69% | $806,190 | 6,910 | $1.0M | 6,910 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.46% | 0.54% | $779,031 | 4,106 | $792,047 | 4,106 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.46% | 0.52% | $776,275 | 5,297 | $764,531 | 5,197 | +100+1.92% | Add |
| CCITIGROUP INCC |
| 0.46% | 0.43% | $771,460 | 5,512 | $625,116 | 5,512 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.45% | 0.17% | $753,662 | 2,530 | $250,597 | 2,530 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 0.45% | 0.4% | $750,245 | 3,589 | $590,642 | 3,589 | 00.00% | Unchanged |
