 NVIDIA CORPORATIONNVDA |
| 9.29% | 7.84% | $43.0M | 214,748 | $33.7M | 193,383 | +21,365+11.05% | Add |
 ALPHABET INCGOOGL |
| 7.97% | 6.66% | $36.9M | 103,126 | $28.6M | 99,567 | +3,559+3.57% | Add |
 AMAZON COM INCAMZN |
| 6.77% | 6.8% | $31.3M | 131,319 | $29.2M | 140,275 | -8,956-6.38% | Reduce |
 MICROSOFT CORPMSFT |
| 6.13% | 6.58% | $28.3M | 76,000 | $28.3M | 76,448 | -448-0.59% | Reduce |
 APPLE INCAAPL |
| 5.03% | 5.06% | $23.3M | 80,362 | $21.7M | 85,694 | -5,332-6.22% | Reduce |
 META PLATFORMS INCMETA |
| 5.02% | 4.43% | $23.2M | 41,249 | $19.0M | 33,281 | +7,968+23.94% | Add |
 BROADCOM INCAVGO |
| 3.87% | 2.8% | $17.9M | 47,351 | $12.0M | 38,891 | +8,460+21.75% | Add |
 TESLA INCTSLA |
| 3.53% | 4.37% | $16.3M | 38,814 | $18.8M | 50,531 | -11,717-23.19% | Reduce |
 ELI LILLY & COLLY |
| 2.65% | 1.86% | $12.3M | 10,220 | $8.0M | 8,699 | +1,521+17.48% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.81% | 1.69% | $8.4M | 32,881 | $7.3M | 29,754 | +3,127+10.51% | Add |
 MERCK & CO INCMRK |
| 1.63% | 1.21% | $7.5M | 58,747 | $5.2M | 43,191 | +15,556+36.02% | Add |
 ABBVIE INCABBV |
| 1.62% | 1.37% | $7.5M | 29,767 | $5.9M | 27,096 | +2,671+9.86% | Add |
 JPMORGAN CHASE & COJPM |
| 1.61% | 0.88% | $7.5M | 22,788 | $3.8M | 12,873 | +9,915+77.02% | Add |
 CHEVRON CORPORATIONCVX |
| 1.1% | 1.76% | $5.1M | 30,744 | $7.5M | 36,478 | -5,734-15.72% | Reduce |
 SERVICENOW INCNOW |
| 1.07% | 1.07% | $5.0M | 49,865 | $4.6M | 44,184 | +5,681+12.86% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.03% | 1.42% | $4.8M | 40,744 | $6.1M | 41,688 | -944-2.26% | Reduce |
 NETFLIX INCNFLX |
| 0.99% | 2.58% | $4.6M | 64,213 | $11.1M | 115,284 | -51,071-44.30% | Reduce |
 PFIZER INCPFE |
| 0.99% | 1.24% | $4.6M | 189,601 | $5.3M | 189,601 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 0.97% | 0.5% | $4.5M | 31,339 | $2.1M | 16,387 | +14,952+91.24% | Add |
 GE VERNOVA INCGEV |
| 0.9% | 0.31% | $4.2M | 3,540 | $1.3M | 1,505 | +2,035+135.22% | Add |
| CCITIGROUP INCC |
| 0.89% | 0.38% | $4.1M | 29,538 | $1.6M | 14,481 | +15,057+103.98% | Add |
| BBANK OF AMER CORPBAC |
| 0.89% | 0.47% | $4.1M | 71,845 | $2.0M | 41,216 | +30,629+74.31% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.88% | 1.03% | $4.1M | 7,044 | $4.4M | 21,793 | -14,749-67.68% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.87% | 1.05% | $4.0M | 10,066 | $4.5M | 9,824 | +242+2.46% | Add |
 MCDONALDS CORPMCD |
| 0.81% | 1.16% | $3.8M | 13,942 | $5.0M | 16,051 | -2,109-13.14% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.81% | 0.31% | $3.8M | 9,024 | $1.4M | 4,994 | +4,030+80.70% | Add |
 AMGEN INC COMAMGN |
| 0.78% | 0.7% | $3.6M | 9,966 | $3.0M | 8,498 | +1,468+17.27% | Add |
 INTEL CORPINTC |
| 0.76% | 0.4% | $3.5M | 25,257 | $1.7M | 38,493 | -13,236-34.39% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.72% | 0.89% | $3.3M | 10,575 | $3.8M | 11,616 | -1,041-8.96% | Reduce |
 CLOUDFLARE INCNET |
| 0.71% | 0.35% | $3.3M | 13,396 | $1.5M | 7,222 | +6,174+85.49% | Add |
 CATERPILLAR INCCAT |
| 0.65% | 0.2% | $3.0M | 2,814 | $855,820 | 1,208 | +1,606+132.95% | Add |
 PALO ALTOPANW |
| 0.64% | 0.68% | $3.0M | 8,689 | $2.9M | 18,172 | -9,483-52.18% | Reduce |
 LINDE PLCLIN |
| 0.63% | — | $2.9M | 5,648 | $0 | 0 | +5,648 | New Buy |
 HOME DEPOT INCHD |
| 0.63% | 0.5% | $2.9M | 8,304 | $2.2M | 6,545 | +1,759+26.88% | Add |
 AMPHENOL CORPAPH |
| 0.63% | 0.31% | $2.9M | 16,416 | $1.3M | 10,387 | +6,029+58.04% | Add |
 CISCO SYS INCCSCO |
| 0.62% | 0.57% | $2.9M | 24,407 | $2.4M | 31,433 | -7,026-22.35% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.6% | 0.67% | $2.8M | 9,942 | $2.9M | 11,814 | -1,872-15.85% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.6% | 0.51% | $2.8M | 3,659 | $2.2M | 5,611 | -1,952-34.79% | Reduce |
 RTX CORPORATIONRTX |
| 0.59% | 0.64% | $2.7M | 14,345 | $2.8M | 14,345 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.58% | 0.43% | $2.7M | 2,632 | $1.8M | 2,168 | +464+21.40% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.56% | 0.5% | $2.6M | 20,496 | $2.2M | 15,555 | +4,941+31.76% | Add |
 DANAHER CORP DEL COMDHR |
| 0.54% | 0.56% | $2.5M | 13,138 | $2.4M | 12,763 | +375+2.94% | Add |
 LAM RESEARCH CORPLRCX |
| 0.54% | 0.5% | $2.5M | 5,731 | $2.2M | 10,082 | -4,351-43.16% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.53% | 0.35% | $2.4M | 4,926 | $1.5M | 3,366 | +1,560+46.35% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.52% | 0.55% | $2.4M | 4,837 | $2.4M | 4,837 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.5% | 0.46% | $2.3M | 3,223 | $2.0M | 5,815 | -2,592-44.57% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.5% | 0.41% | $2.3M | 25,401 | $1.8M | 20,665 | +4,736+22.92% | Add |
| BBEONE MEDICINES LTDONC |
| 0.49% | — | $2.3M | 8,000 | $0 | 0 | +8,000 | New Buy |
 ORACLE CORPORCL |
| 0.49% | 2.01% | $2.3M | 15,400 | $8.6M | 58,754 | -43,354-73.79% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.51% | $2.2M | 15,102 | $2.2M | 15,102 | 00.00% | Unchanged |
