 NVIDIA CORPORATIONNVDA |
| 7.89% | 8.29% | $58.1M | 290,313 | $55.7M | 319,197 | -28,884-9.05% | Reduce |
 APPLE INCAAPL |
| 6.82% | 5.33% | $50.2M | 173,567 | $35.8M | 141,057 | +32,510+23.05% | Add |
 MICROSOFT CORPMSFT |
| 4.99% | 5.8% | $36.8M | 98,590 | $38.9M | 105,219 | -6,629-6.30% | Reduce |
 ALPHABET INCGOOGL |
| 4.8% | 3.68% | $35.3M | 98,837 | $24.7M | 85,859 | +12,978+15.12% | Add |
 BROADCOM INCAVGO |
| 3.16% | 2.68% | $23.3M | 61,598 | $18.0M | 58,079 | +3,519+6.06% | Add |
 AMAZON COM INCAMZN |
| 3.08% | 2.94% | $22.6M | 95,026 | $19.7M | 94,688 | +338+0.36% | Add |
 META PLATFORMS INCMETA |
| 2.9% | 1.7% | $21.3M | 37,856 | $11.4M | 20,000 | +17,856+89.28% | Add |
 ELI LILLY & COLLY |
| 2.58% | 2.81% | $19.0M | 15,834 | $18.9M | 20,538 | -4,704-22.90% | Reduce |
 WELLS FARGO CO NEWWFC |
| 2.24% | 2.27% | $16.5M | 200,000 | $15.2M | 191,127 | +8,873+4.64% | Add |
| BBANK OF AMER CORPBAC |
| 2.03% | 1.7% | $15.0M | 262,963 | $11.4M | 233,740 | +29,223+12.50% | Add |
 PALO ALTOPANW |
| 1.85% | 0.02% | $13.6M | 39,995 | $124,729 | 778 | +39,217+5,040.75% | Add |
 CAPITAL ONE FINL CORPCOF |
| 1.82% | 1.09% | $13.4M | 66,878 | $7.3M | 40,000 | +26,878+67.20% | Add |
 NETFLIX INCNFLX |
| 1.61% | 2.26% | $11.9M | 166,159 | $15.2M | 157,816 | +8,343+5.29% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.55% | 1.11% | $11.4M | 9,858 | $7.4M | 22,000 | -12,142-55.19% | Reduce |
 EMERSON ELEC COEMR |
| 1.36% | 1.37% | $10.0M | 70,000 | $9.2M | 70,000 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.36% | 1.54% | $10.0M | 19,943 | $10.3M | 21,000 | -1,057-5.03% | Reduce |
 COCA COLA COKO |
| 1.23% | 1.02% | $9.0M | 111,355 | $6.8M | 90,000 | +21,355+23.73% | Add |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.08% | $8.8M | 26,833 | $7.2M | 24,634 | +2,199+8.93% | Add |
 PPG INDS INCPPG |
| 1.18% | 0.96% | $8.7M | 71,344 | $6.4M | 60,000 | +11,344+18.91% | Add |
 DANAHER CORP DEL COMDHR |
| 1.16% | 1.76% | $8.5M | 44,677 | $11.8M | 62,139 | -17,462-28.10% | Reduce |
| PPROLOGIS INC. COMPLD |
| 1.15% | 2.16% | $8.5M | 62,648 | $14.5M | 109,594 | -46,946-42.84% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.41% | $8.4M | 23,833 | $9.5M | 32,969 | -9,136-27.71% | Reduce |
 ALLSTATE CORPALL |
| 1.08% | 0.99% | $8.0M | 33,557 | $6.6M | 32,000 | +1,557+4.87% | Add |
 ROCKWELL AUTOMATION INCROK |
| 1.06% | 0.8% | $7.8M | 15,828 | $5.4M | 14,956 | +872+5.83% | Add |
 TESLA INCTSLA |
| 1.02% | 1.9% | $7.5M | 17,905 | $12.7M | 34,244 | -16,339-47.71% | Reduce |
 ROSS STORES INC COMROST |
| 0.98% | 0.97% | $7.2M | 34,032 | $6.5M | 30,085 | +3,947+13.12% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.98% | 0.8% | $7.2M | 7,381 | $5.4M | 6,000 | +1,381+23.02% | Add |
 ILLUMINA INCILMN |
| 0.96% | 0.73% | $7.0M | 40,000 | $4.9M | 40,000 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.93% | 0.74% | $6.8M | 7,296 | $5.0M | 5,000 | +2,296+45.92% | Add |
 APPLIED MATLS INCAMAT |
| 0.86% | 1.02% | $6.4M | 8,793 | $6.8M | 20,000 | -11,207-56.04% | Reduce |
 MCDONALDS CORPMCD |
| 0.85% | 1.35% | $6.3M | 23,134 | $9.1M | 29,159 | -6,025-20.66% | Reduce |
 SALESFORCE INCCRM |
| 0.84% | 1.48% | $6.2M | 39,299 | $9.9M | 53,129 | -13,830-26.03% | Reduce |
 ZOETIS INC CL AZTS |
| 0.8% | 0.19% | $5.9M | 82,144 | $1.3M | 11,052 | +71,092+643.25% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.79% | 0.34% | $5.8M | 22,884 | $2.3M | 9,346 | +13,538+144.85% | Add |
 HEICO CORP NEWHEI |
| 0.75% | 0.41% | $5.6M | 15,594 | $2.7M | 10,000 | +5,594+55.94% | Add |
 INTUITINTU |
| 0.75% | 0.88% | $5.6M | 21,275 | $5.9M | 13,675 | +7,600+55.58% | Add |
 VISA INCV |
| 0.75% | 1.15% | $5.5M | 16,101 | $7.7M | 25,619 | -9,518-37.15% | Reduce |
 SYNOPSYS INCSNPS |
| 0.72% | 0.76% | $5.3M | 11,917 | $5.1M | 12,800 | -883-6.90% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.71% | 1.2% | $5.3M | 59,820 | $8.1M | 87,000 | -27,180-31.24% | Reduce |
 ECOLAB INCECL |
| 0.69% | 0.73% | $5.1M | 18,306 | $4.9M | 18,306 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 0.68% | 0.84% | $5.0M | 24,357 | $5.6M | 23,238 | +1,119+4.82% | Add |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.66% | 0.77% | $4.8M | 10,726 | $5.2M | 9,900 | +826+8.34% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.64% | 0.1% | $4.7M | 2,791 | $639,738 | 370 | +2,421+654.32% | Add |
 NIKE INCNKE |
| 0.61% | 0.16% | $4.5M | 109,689 | $1.1M | 20,000 | +89,689+448.45% | Add |
 TRIMBLE INC COMTRMB |
| 0.6% | 0.85% | $4.4M | 86,770 | $5.7M | 87,449 | -679-0.78% | Reduce |
 SYSCO CORP COMSYY |
| 0.57% | 0.32% | $4.2M | 50,000 | $2.1M | 30,000 | +20,000+66.67% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 0.56% | 0.82% | $4.2M | 27,458 | $5.5M | 35,000 | -7,542-21.55% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.55% | 0.61% | $4.1M | 120,000 | $4.1M | 127,726 | -7,726-6.05% | Reduce |
 MERCK & CO INCMRK |
| 0.53% | 0.54% | $3.9M | 30,426 | $3.6M | 29,976 | +450+1.50% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.5% | 0.78% | $3.7M | 6,382 | $5.2M | 25,743 | -19,361-75.21% | Reduce |
