 NVIDIA CORPORATIONNVDA |
| 7.59% | 8.02% | $209.0M | 1.0M | $176.4M | 1.0M | +33,253+3.29% | Add |
 APPLE INCAAPL |
| 6.76% | 6.79% | $186.3M | 643,815 | $149.3M | 588,417 | +55,398+9.41% | Add |
 MICROSOFT CORPMSFT |
| 4.45% | 5.07% | $122.7M | 329,012 | $111.5M | 301,310 | +27,702+9.19% | Add |
 AMAZON COM INCAMZN |
| 3.98% | 3.97% | $109.8M | 460,616 | $87.4M | 419,474 | +41,142+9.81% | Add |
 ALPHABET INCGOOGL |
| 3.63% | 3.05% | $100.0M | 279,858 | $67.0M | 232,989 | +46,869+20.12% | Add |
 BROADCOM INCAVGO |
| 2.99% | 2.78% | $82.4M | 218,104 | $61.1M | 197,470 | +20,634+10.45% | Add |
| AAlphabet Inc Class CGOOG |
| 2.6% | 2.54% | $71.6M | 202,703 | $55.9M | 194,817 | +7,886+4.05% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.07% | 0.69% | $57.1M | 49,455 | $15.2M | 45,117 | +4,338+9.62% | Add |
 META PLATFORMS INCMETA |
| 1.97% | 2.27% | $54.2M | 96,304 | $49.9M | 87,204 | +9,100+10.44% | Add |
 TESLA INCTSLA |
| 1.88% | 1.91% | $51.9M | 123,417 | $42.1M | 113,174 | +10,243+9.05% | Add |
 JPMORGAN CHASE & COJPM |
| 1.68% | 1.76% | $46.3M | 141,369 | $38.7M | 131,500 | +9,869+7.50% | Add |
 ELI LILLY & COLLY |
| 1.53% | 1.34% | $42.2M | 35,218 | $29.6M | 32,170 | +3,048+9.47% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.51% | 0.61% | $41.5M | 71,496 | $13.3M | 65,454 | +6,042+9.23% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.31% | 1.46% | $36.2M | 142,361 | $32.1M | 131,317 | +11,044+8.41% | Add |
 INTEL CORPINTC |
| 0.98% | 0.37% | $26.9M | 192,749 | $8.0M | 182,350 | +10,399+5.70% | Add |
 VISA INCV |
| 0.92% | 0.93% | $25.3M | 73,816 | $20.4M | 67,558 | +6,258+9.26% | Add |
 APPLIED MATLS INCAMAT |
| 0.91% | 0.5% | $25.2M | 34,826 | $10.9M | 31,926 | +2,900+9.08% | Add |
 LAM RESEARCH CORPLRCX |
| 0.86% | 0.49% | $23.7M | 54,795 | $10.8M | 50,579 | +4,216+8.34% | Add |
 WALMART INCWMT |
| 0.79% | 0.99% | $21.8M | 192,750 | $21.8M | 175,586 | +17,164+9.78% | Add |
 CATERPILLAR INCCAT |
| 0.79% | 0.6% | $21.8M | 20,443 | $13.3M | 18,784 | +1,659+8.83% | Add |
 CISCO SYS INCCSCO |
| 0.74% | 0.56% | $20.3M | 173,241 | $12.3M | 158,195 | +15,046+9.51% | Add |
 RTX CORPORATIONRTX |
| 0.73% | 0.72% | $20.1M | 106,071 | $15.9M | 82,543 | +23,528+28.50% | Add |
 ABBVIE INCABBV |
| 0.71% | 0.7% | $19.5M | 77,661 | $15.4M | 70,975 | +6,686+9.42% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.67% | 0.77% | $18.5M | 35,994 | $17.0M | 33,949 | +2,045+6.02% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.66% | 0.81% | $18.3M | 19,523 | $17.7M | 17,796 | +1,727+9.70% | Add |
 KLA CORPKLAC |
| 0.63% | 0.36% | $17.3M | 57,450 | $7.9M | 5,338 | +52,112+976.25% | Add |
 GE AEROSPACEGE |
| 0.62% | 0.55% | $17.2M | 45,970 | $12.0M | 42,328 | +3,642+8.60% | Add |
| BBANK OF AMER CORPBAC |
| 0.62% | 0.61% | $17.0M | 298,160 | $13.4M | 274,435 | +23,725+8.65% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.6% | 0.45% | $16.6M | 39,866 | $9.9M | 36,432 | +3,434+9.43% | Add |
 HOME DEPOT INCHD |
| 0.56% | 0.6% | $15.5M | 44,039 | $13.1M | 39,977 | +4,062+10.16% | Add |
 TJX COS INC NEWTJX |
| 0.55% | 0.6% | $15.2M | 100,086 | $13.3M | 83,059 | +17,027+20.50% | Add |
 EMERSON ELEC COEMR |
| 0.54% | 0.45% | $15.0M | 104,835 | $9.9M | 75,781 | +29,054+38.34% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.53% | 0.21% | $14.6M | 14,905 | $4.6M | 5,151 | +9,754+189.36% | Add |
 MERCK & CO INCMRK |
| 0.51% | 0.55% | $14.0M | 108,665 | $12.0M | 99,726 | +8,939+8.96% | Add |
 GE VERNOVA INCGEV |
| 0.51% | 0.43% | $14.0M | 11,883 | $9.5M | 10,925 | +958+8.77% | Add |
 COCA COLA COKO |
| 0.5% | 0.57% | $13.8M | 170,228 | $12.5M | 164,002 | +6,226+3.80% | Add |
 NETFLIX INCNFLX |
| 0.48% | 0.74% | $13.2M | 184,979 | $16.3M | 169,783 | +15,196+8.95% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.48% | 0.46% | $13.1M | 12,955 | $10.2M | 12,036 | +919+7.64% | Add |
 DATADOG INCDDOG |
| 0.47% | 0.32% | $13.0M | 49,797 | $7.1M | 60,266 | -10,469-17.37% | Reduce |
 PALO ALTOPANW |
| 0.44% | 0.24% | $12.2M | 35,640 | $5.3M | 33,258 | +2,382+7.16% | Add |
 TEXAS INSTRS INCTXN |
| 0.43% | 0.32% | $11.9M | 39,982 | $7.1M | 36,752 | +3,230+8.79% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.42% | 0.42% | $11.6M | 41,190 | $9.1M | 37,737 | +3,453+9.15% | Add |
 COLGATE PALMOLIVE COCL |
| 0.42% | 0.46% | $11.6M | 126,014 | $10.0M | 117,562 | +8,452+7.19% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.4% | 0.17% | $11.2M | 37,451 | $3.7M | 37,519 | -68-0.18% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.4% | 0.61% | $11.2M | 95,614 | $13.4M | 91,795 | +3,819+4.16% | Add |
 WELLS FARGO CO NEWWFC |
| 0.4% | 0.46% | $11.1M | 134,837 | $10.0M | 125,771 | +9,066+7.21% | Add |
 ORACLE CORPORCL |
| 0.4% | 0.46% | $11.1M | 75,726 | $10.2M | 69,475 | +6,251+9.00% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.4% | 0.5% | $11.1M | 42,474 | $11.0M | 44,479 | -2,005-4.51% | Reduce |
 MORGAN STANLEYMS |
| 0.4% | 0.36% | $10.9M | 52,209 | $7.9M | 47,726 | +4,483+9.39% | Add |
 MARATHON PETE CORPMPC |
| 0.39% | 0.49% | $10.9M | 42,492 | $10.9M | 44,542 | -2,050-4.60% | Reduce |
