 NVIDIA CORPORATIONNVDA |
| 21.11% | 21.94% | $15.2M | 75,826 | $13.2M | 75,626 | +200+0.26% | Add |
 AMAZON COM INCAMZN |
| 8.85% | 9.22% | $6.4M | 26,700 | $5.5M | 26,600 | +100+0.38% | Add |
 ALPHABET INCGOOGL |
| 7.71% | 7.42% | $5.5M | 15,500 | $4.5M | 15,500 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 6.67% | 7.05% | $4.8M | 11,400 | $4.2M | 11,400 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 6.36% | 6.69% | $4.6M | 15,808 | $4.0M | 15,836 | -28-0.18% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 6.32% | 3.25% | $4.5M | 5,950 | $2.0M | 5,000 | +950+19.00% | Add |
 BROADCOM INCAVGO |
| 6% | 6.09% | $4.3M | 11,425 | $3.7M | 11,831 | -406-3.43% | Reduce |
 EQUINIX INCEQIX |
| 4.57% | 5.14% | $3.3M | 3,150 | $3.1M | 3,150 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 4.05% | 2.16% | $2.9M | 3,950 | $1.3M | 2,250 | +1,700+75.56% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.5% | 3.14% | $1.8M | 1,923 | $1.9M | 1,893 | +30+1.58% | Add |
 BOEING COBA |
| 2.23% | 2.38% | $1.6M | 7,400 | $1.4M | 7,200 | +200+2.78% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 2.11% | 2.11% | $1.5M | 1,500 | $1.3M | 1,500 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 1.73% | — | $1.2M | 3,500 | $0 | 0 | +3,500 | New Buy |
 GE VERNOVA INCGEV |
| 1.71% | 1.52% | $1.2M | 1,046 | $913,054 | 1,046 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.69% | 1.81% | $1.2M | 3,700 | $1.1M | 3,700 | 00.00% | Unchanged |
 WASTE MGMT INC DELWM |
| 1.25% | 1.54% | $900,324 | 4,040 | $928,237 | 4,040 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 1.21% | 1.1% | $870,603 | 2,330 | $661,041 | 2,330 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 1.11% | 1.53% | $795,360 | 2,000 | $921,980 | 2,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.99% | 1.3% | $709,746 | 1,260 | $778,948 | 1,361 | -101-7.42% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.94% | 1.09% | $679,117 | 2,674 | $653,633 | 2,674 | 00.00% | Unchanged |
| AASTERA LABS INCALAB |
| 0.87% | — | $627,926 | 1,300 | $0 | 0 | +1,300 | New Buy |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.85% | 0.69% | $611,955 | 4,500 | $414,315 | 4,500 | 00.00% | Unchanged |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.79% | — | $571,095 | 2,100 | $0 | 0 | +2,100 | New Buy |
 MICROSOFT CORPMSFT |
| 0.76% | 0.9% | $543,144 | 1,456 | $538,994 | 1,456 | 00.00% | Unchanged |
| RROCKET LAB CORP COMRKLB |
| 0.57% | — | $406,600 | 4,000 | $0 | 0 | +4,000 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.5% | 0.52% | $356,125 | 6,250 | $314,495 | 6,451 | -201-3.12% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.88% | $311,723 | 750 | $527,651 | 1,950 | -1,200-61.54% | Reduce |
 NETFLIX INCNFLX |
| 0.37% | 0.56% | $267,750 | 3,750 | $336,526 | 3,500 | +250+7.14% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.35% | 0.41% | $250,680 | 500 | $245,765 | 500 | 00.00% | Unchanged |
 HONEYWELL INTL INCHON |
| 0.34% | 0.82% | $244,275 | 1,091 | $493,423 | 2,183 | -1,092-50.02% | Reduce |
| MMAXLINEAR INCMXL |
| 0.34% | — | $243,257 | 1,900 | $0 | 0 | +1,900 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 0.34% | — | $241,198 | 1,091 | $0 | 0 | +1,091 | New Buy |
| SSELECT SECTOR SPDR TRXLF |
| 0.33% | 0.36% | $235,884 | 4,400 | $217,228 | 4,400 | 00.00% | Unchanged |
| OOKLO INCOKLO |
| 0.32% | — | $230,252 | 4,400 | $0 | 0 | +4,400 | New Buy |
 3M CO COMMMM |
| 0.32% | 0.34% | $226,675 | 1,400 | $203,323 | 1,400 | 00.00% | Unchanged |
 GENERAL MTRS COGM |
| 0.28% | 0.32% | $200,408 | 2,600 | $193,700 | 2,600 | 00.00% | Unchanged |
| AALLEGRO MICROSYSTEMS INC COMALGM |
| 0.2% | — | $146,202 | 2,100 | $0 | 0 | +2,100 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.19% | $141,332 | 400 | $114,744 | 400 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.18% | 0.18% | $126,545 | 450 | $109,076 | 450 | 00.00% | Unchanged |
 ALTRIA GROUP INCMO |
| 0.17% | 0.19% | $122,316 | 1,700 | $112,184 | 1,700 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.16% | 0.04% | $116,182 | 200 | $25,632 | 126 | +74+58.73% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.16% | 0.16% | $112,016 | 150 | $97,552 | 150 | 00.00% | Unchanged |
| GGLOBAL X URANIUM ETFURA |
| 0.15% | — | $109,250 | 2,500 | $0 | 0 | +2,500 | New Buy |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.15% | 0.16% | $108,875 | 1,300 | $97,630 | 1,300 | 00.00% | Unchanged |
 VISA INCV |
| 0.15% | 0.16% | $107,216 | 313 | $94,451 | 313 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.15% | 0.16% | $105,804 | 300 | $98,667 | 300 | 00.00% | Unchanged |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.14% | 0.15% | $100,232 | 686 | $89,832 | 686 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.13% | 0.12% | $90,608 | 800 | $74,568 | 600 | +200+33.33% | Add |
 CISCO SYS INCCSCO |
| 0.1% | 0.06% | $70,476 | 600 | $35,382 | 456 | +144+31.58% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.1% | 0.12% | $69,068 | 750 | $69,233 | 750 | 00.00% | Unchanged |
