 MICRON TECHNOLOGY INCMU |
| 5% | 1.79% | $10.9M | 9,421 | $3.2M | 9,379 | +42+0.45% | Add |
 APPLE INCAAPL |
| 4.6% | 4.66% | $10.0M | 34,600 | $8.2M | 32,428 | +2,172+6.70% | Add |
 MICROSOFT CORPMSFT |
| 4.11% | 4.74% | $9.0M | 24,002 | $8.4M | 22,589 | +1,413+6.26% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.56% | 3.55% | $7.7M | 38,727 | $6.3M | 35,965 | +2,762+7.68% | Add |
 AMAZON COM INCAMZN |
| 2.32% | 2.39% | $5.0M | 21,156 | $4.2M | 20,256 | +900+4.44% | Add |
| AAlphabet Inc Class CGOOG |
| 2.19% | 2.1% | $4.8M | 13,472 | $3.7M | 12,946 | +526+4.06% | Add |
 JPMORGAN CHASE & COJPM |
| 1.94% | 2.12% | $4.2M | 12,887 | $3.7M | 12,748 | +139+1.09% | Add |
 ALPHABET INCGOOGL |
| 1.87% | 1.67% | $4.1M | 11,410 | $2.9M | 10,253 | +1,157+11.28% | Add |
 ELI LILLY & COLLY |
| 1.72% | 1.58% | $3.7M | 3,126 | $2.8M | 3,040 | +86+2.83% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.62% | 0.87% | $3.5M | 5,511 | $1.5M | 5,685 | -174-3.06% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.57% | 1.32% | $3.4M | 7,173 | $2.3M | 6,873 | +300+4.36% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.57% | 1.89% | $3.4M | 13,448 | $3.3M | 13,676 | -228-1.67% | Reduce |
 TESLA INCTSLA |
| 1.51% | 1.44% | $3.3M | 7,790 | $2.5M | 6,819 | +971+14.24% | Add |
 BLACKSTONE INCBX |
| 1.43% | 1.72% | $3.1M | 26,372 | $3.0M | 26,409 | -37-0.14% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.42% | 1.58% | $3.1M | 3,157 | $2.8M | 3,107 | +50+1.61% | Add |
 CME GROUP INCCME |
| 1.39% | 2.25% | $3.0M | 13,698 | $4.0M | 13,455 | +243+1.81% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.37% | 0.64% | $3.0M | 6,915 | $1.1M | 6,910 | +5+0.07% | Add |
 BROADCOM INCAVGO |
| 1.28% | 1.12% | $2.8M | 7,373 | $2.0M | 6,407 | +966+15.08% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.25% | 0.49% | $2.7M | 4,676 | $856,644 | 4,211 | +465+11.04% | Add |
 EXXON MOBIL CORPXOM |
| 1.16% | 1.77% | $2.5M | 18,528 | $3.1M | 18,398 | +130+0.71% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.11% | 0.57% | $2.4M | 2,505 | $1.0M | 2,557 | -52-2.03% | Reduce |
 ONEOK INC NEWOKE |
| 1.1% | 1.4% | $2.4M | 27,471 | $2.5M | 27,318 | +153+0.56% | Add |
 CISCO SYS INCCSCO |
| 1% | 0.76% | $2.2M | 18,496 | $1.3M | 17,373 | +1,123+6.46% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.97% | 0.98% | $2.1M | 2,087 | $1.7M | 2,042 | +45+2.20% | Add |
 META PLATFORMS INCMETA |
| 0.96% | 1.36% | $2.1M | 3,719 | $2.4M | 4,195 | -476-11.35% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.95% | 0.53% | $2.1M | 4,749 | $934,335 | 4,373 | +376+8.60% | Add |
 ASTRAZENECA PLCAZN |
| 0.93% | 1.26% | $2.0M | 10,619 | $2.2M | 11,247 | -628-5.58% | Reduce |
 CATERPILLAR INCCAT |
| 0.9% | 0.75% | $2.0M | 1,843 | $1.3M | 1,874 | -31-1.65% | Reduce |
 ABBVIE INCABBV |
| 0.84% | 0.88% | $1.8M | 7,267 | $1.6M | 7,164 | +103+1.44% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.83% | 0.86% | $1.8M | 6,461 | $1.5M | 6,281 | +180+2.87% | Add |
 AMPHENOL CORPAPH |
| 0.76% | 0.65% | $1.7M | 9,428 | $1.2M | 9,122 | +306+3.35% | Add |
| CCITIGROUP INCC |
| 0.71% | 0.77% | $1.6M | 11,099 | $1.4M | 11,976 | -877-7.32% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.68% | 0.51% | $1.5M | 4,951 | $898,286 | 4,627 | +324+7.00% | Add |
 TJX COS INC NEWTJX |
| 0.68% | 0.86% | $1.5M | 9,725 | $1.5M | 9,560 | +165+1.73% | Add |
 ABBOTT LABORATORIESABT |
| 0.66% | 1.01% | $1.4M | 15,937 | $1.8M | 17,435 | -1,498-8.59% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.64% | 0.64% | $1.4M | 5,209 | $1.1M | 4,916 | +293+5.96% | Add |
 ALTRIA GROUP INCMO |
| 0.6% | 0.61% | $1.3M | 18,297 | $1.1M | 16,294 | +2,003+12.29% | Add |
 MERCK & CO INCMRK |
| 0.6% | 0.7% | $1.3M | 10,121 | $1.2M | 10,277 | -156-1.52% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.59% | 0.69% | $1.3M | 2,502 | $1.2M | 2,455 | +47+1.91% | Add |
 INTEL CORPINTC |
| 0.59% | 0.21% | $1.3M | 9,140 | $366,941 | 8,315 | +825+9.92% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.52% | 0.49% | $1.1M | 2,925 | $861,271 | 2,942 | -17-0.58% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 0.51% | 0.64% | $1.1M | 12,000 | $1.1M | 11,983 | +17+0.14% | Add |
 ASML HLDG NVASML |
| 0.49% | 0.38% | $1.1M | 536 | $673,623 | 510 | +26+5.10% | Add |
| EEBAY INC. COMEBAY |
| 0.49% | 0.47% | $1.1M | 9,450 | $834,471 | 9,168 | +282+3.08% | Add |
 NUCOR CORPNUE |
| 0.48% | 0.49% | $1.1M | 4,731 | $858,308 | 5,076 | -345-6.80% | Reduce |
 PALO ALTOPANW |
| 0.48% | 0.23% | $1.0M | 3,062 | $408,816 | 2,550 | +512+20.08% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.47% | 0.54% | $1.0M | 2,596 | $952,405 | 2,066 | +530+25.65% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.47% | 0.51% | $1.0M | 11,800 | $895,420 | 2,050 | +9,750+475.61% | Add |
 VISA INCV |
| 0.46% | 0.33% | $992,559 | 2,893 | $585,439 | 1,937 | +956+49.35% | Add |
 CHEVRON CORPORATIONCVX |
| 0.45% | 0.71% | $987,267 | 5,956 | $1.2M | 6,024 | -68-1.13% | Reduce |
