 APPLE INCAAPL |
| 7.02% | 7.14% | $322.5M | 1.1M | $258.0M | 1.0M | +97,799+9.62% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.95% | 7.07% | $319.4M | 1.6M | $255.4M | 1.5M | +131,703+8.99% | Add |
 MICROSOFT CORPMSFT |
| 4.67% | 4.98% | $214.6M | 575,265 | $179.9M | 485,952 | +89,313+18.38% | Add |
 AMAZON COM INCAMZN |
| 4.38% | 4.11% | $201.2M | 844,210 | $148.7M | 713,833 | +130,377+18.26% | Add |
 ALPHABET INCGOOGL |
| 3.55% | 3.16% | $162.9M | 455,711 | $114.1M | 396,635 | +59,076+14.89% | Add |
| AAlphabet Inc Class CGOOG |
| 2.81% | 2.71% | $129.2M | 365,653 | $98.0M | 341,699 | +23,954+7.01% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.51% | 0.85% | $115.5M | 100,080 | $30.5M | 90,419 | +9,661+10.68% | Add |
 TESLA INCTSLA |
| 2.36% | 2.32% | $108.6M | 258,128 | $83.8M | 225,389 | +32,739+14.53% | Add |
 BROADCOM INCAVGO |
| 2.3% | 1.8% | $105.6M | 279,442 | $64.9M | 209,728 | +69,714+33.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.21% | 0.91% | $101.6M | 174,912 | $32.7M | 160,850 | +14,062+8.74% | Add |
 META PLATFORMS INCMETA |
| 2.09% | 2.34% | $96.2M | 170,822 | $84.4M | 147,573 | +23,249+15.75% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.46% | 1.76% | $67.3M | 264,815 | $63.5M | 259,935 | +4,880+1.88% | Add |
 LAM RESEARCH CORPLRCX |
| 1.24% | 0.72% | $57.2M | 131,897 | $26.1M | 122,023 | +9,874+8.09% | Add |
 APPLIED MATLS INCAMAT |
| 1.24% | 0.74% | $57.0M | 78,803 | $26.8M | 78,455 | +348+0.44% | Add |
 CISCO SYS INCCSCO |
| 1.11% | 0.89% | $51.1M | 434,864 | $32.0M | 412,833 | +22,031+5.34% | Add |
 VISA INCV |
| 1.11% | 1.13% | $51.0M | 148,719 | $40.9M | 135,221 | +13,498+9.98% | Add |
 WALMART INCWMT |
| 1.08% | 1.47% | $49.8M | 439,736 | $53.0M | 426,378 | +13,358+3.13% | Add |
 PROCTER & GAMBLE COPG |
| 0.97% | 1.13% | $44.3M | 302,384 | $41.0M | 283,753 | +18,631+6.57% | Add |
 HOME DEPOT INCHD |
| 0.91% | 1% | $41.6M | 117,928 | $36.1M | 109,910 | +8,018+7.30% | Add |
 COCA COLA COKO |
| 0.86% | 0.95% | $39.6M | 487,524 | $34.5M | 453,677 | +33,847+7.46% | Add |
 MERCK & CO INCMRK |
| 0.84% | 0.95% | $38.6M | 300,014 | $34.3M | 285,007 | +15,007+5.27% | Add |
 KLA CORPKLAC |
| 0.82% | 0.52% | $37.8M | 125,318 | $18.7M | 12,669 | +112,649+889.17% | Add |
 ELI LILLY & COLLY |
| 0.8% | 0.76% | $36.7M | 30,594 | $27.6M | 29,959 | +635+2.12% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.77% | 0.87% | $35.4M | 68,939 | $31.6M | 63,202 | +5,737+9.08% | Add |
 JPMORGAN CHASE & COJPM |
| 0.7% | 0.75% | $32.0M | 97,703 | $27.0M | 91,809 | +5,894+6.42% | Add |
| BBANK OF AMER CORPBAC |
| 0.69% | 0.71% | $31.6M | 553,987 | $25.6M | 524,687 | +29,300+5.58% | Add |
 LINDE PLCLIN |
| 0.66% | 0.74% | $30.4M | 58,605 | $26.9M | 54,241 | +4,364+8.05% | Add |
 ROYAL BK CDA COMRY |
| 0.62% | 0.58% | $28.6M | 97,300 | $21.0M | 93,431 | +3,869+4.14% | Add |
 NETFLIX INCNFLX |
| 0.58% | 0.9% | $26.8M | 375,253 | $32.4M | 337,195 | +38,058+11.29% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.55% | 0.49% | $25.2M | 60,556 | $17.6M | 65,152 | -4,596-7.05% | Reduce |
| QQUALCOMM INCQCOM |
| 0.54% | 0.38% | $24.9M | 134,794 | $13.7M | 106,051 | +28,743+27.10% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.53% | 0.53% | $24.1M | 23,876 | $19.1M | 22,550 | +1,326+5.88% | Add |
 PEPSICO INCPEP |
| 0.53% | 0.7% | $24.1M | 178,340 | $25.3M | 162,671 | +15,669+9.63% | Add |
 AMGEN INC COMAMGN |
| 0.5% | 0.61% | $22.8M | 63,010 | $22.1M | 62,881 | +129+0.21% | Add |
 CORNING INCGLW |
| 0.46% | 0.3% | $21.2M | 82,927 | $10.8M | 79,346 | +3,581+4.51% | Add |
 VERTIV HOLDINGS COVRT |
| 0.46% | 0.37% | $21.1M | 62,920 | $13.3M | 53,157 | +9,763+18.37% | Add |
 MORGAN STANLEYMS |
| 0.43% | 0.4% | $19.8M | 94,842 | $14.5M | 88,348 | +6,494+7.35% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.41% | 0.4% | $18.9M | 67,206 | $14.5M | 59,779 | +7,427+12.42% | Add |
 PALO ALTOPANW |
| 0.41% | 0.2% | $18.8M | 55,034 | $7.1M | 44,589 | +10,445+23.43% | Add |
 WELLTOWER INC COMWELL |
| 0.41% | 0.4% | $18.6M | 82,151 | $14.3M | 72,270 | +9,881+13.67% | Add |
| CCITIGROUP INCC |
| 0.4% | 0.41% | $18.5M | 132,144 | $14.8M | 130,467 | +1,677+1.29% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.39% | 0.49% | $18.0M | 142,643 | $17.7M | 126,803 | +15,840+12.49% | Add |
 TJX COS INC NEWTJX |
| 0.39% | 0.5% | $17.7M | 116,880 | $18.2M | 113,724 | +3,156+2.78% | Add |
 ARISTA NETWORKS INCANET |
| 0.38% | 0.32% | $17.6M | 103,400 | $11.5M | 93,896 | +9,504+10.12% | Add |
 ABBOTT LABORATORIESABT |
| 0.37% | 0.55% | $17.1M | 188,859 | $20.0M | 194,851 | -5,992-3.08% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.37% | 0.5% | $16.9M | 42,546 | $18.2M | 39,440 | +3,106+7.88% | Add |
 DEERE & CODE |
| 0.36% | 0.39% | $16.7M | 26,300 | $14.2M | 25,121 | +1,179+4.69% | Add |
 ILLINOIS TOOLITW |
| 0.35% | 0.38% | $16.2M | 59,713 | $13.9M | 53,395 | +6,318+11.83% | Add |
 ORACLE CORPORCL |
| 0.34% | 0.38% | $15.8M | 107,987 | $13.8M | 93,988 | +13,999+14.89% | Add |
 AMERICAN EXPRESS COAXP |
| 0.34% | 0.35% | $15.6M | 46,178 | $12.6M | 41,512 | +4,666+11.24% | Add |
