NVIDIA CORPORATION NVDA
6.57% 5.42% $5.27B 26.3M $3.57B 20.5M +5.9M +28.56% Add APPLE INC AAPL
5.56% 6.37% $4.46B 15.4M $4.20B 16.5M -1.1M -6.85% Reduce AMAZON COM INC AMZN
5.3% 6.49% $4.25B 17.8M $4.27B 20.5M -2.7M -13.10% Reduce MICROSOFT CORP MSFT
4.86% 7.67% $3.90B 10.4M $5.05B 13.6M -3.2M -23.47% Reduce ADVANCED MICRO DEVICES INC AMD
3.85% 1.46% $3.09B 5.3M $959.0M 4.7M +606,168 +12.86% Add A Alphabet Inc Class C GOOG
3.49% 3.9% $2.80B 7.9M $2.57B 9.0M -1.0M -11.44% Reduce INTEL CORP INTC
2.81% 0.74% $2.26B 16.2M $489.8M 11.1M +5.1M +45.53% Add BERKSHIRE HATHAWAY INC DEL BRK.B
2.09% 1.68% $1.68B 3.3M $1.11B 2.3M +1.0M +45.11% Add S SANDISK CORP COM SNDK
1.76% — $1.41B 621,849 $0 0 +621,849 New Buy ALPHABET INC GOOGL
1.74% 0.82% $1.40B 3.9M $542.3M 1.9M +2.0M +107.38% Add TESLA INC TSLA
1.72% 2.22% $1.38B 3.3M $1.46B 3.9M -658,888 -16.73% Reduce SYNOPSYS INC SNPS
1.37% 1.06% $1.10B 2.5M $697.9M 1.8M +695,146 +39.49% Add APPLE INC AAPL
1.24% 1.04% $995.4M 3.4M $684.0M 2.7M +745,000 +27.64% Add UBS GROUP AG UBS
1.02% 0.02% $821.2M 16.5M $9.9M 259,293 +16.3M +6,277.50% Add BROADCOM INC AVGO
0.99% 0.66% $793.2M 2.1M $435.4M 1.4M +693,177 +49.28% Add B BANK AMERICA CORP PUT BAC
0.98% 1% $789.2M 13.9M $655.7M 13.5M +400,000 +2.97% Add TEXAS INSTRS INC TXN
0.85% 0.43% $679.9M 2.3M $285.9M 1.5M +808,395 +54.90% Add COSTCO WHOLESALE CORPORATION COST
0.78% 0.77% $627.0M 670,304 $507.9M 509,685 +160,619 +31.51% Add META PLATFORMS INC META
0.78% 1.34% $625.3M 1.1M $884.0M 1.5M -435,061 -28.16% Reduce ELI LILLY & CO LLY
0.75% 2.16% $600.9M 501,025 $1.43B 1.6M -1.0M -67.68% Reduce UNITEDHEALTH GROUP INC UNH
0.68% 0.24% $542.8M 1.3M $159.4M 589,241 +716,812 +121.65% Add ABBVIE INC ABBV
0.66% 0.45% $527.9M 2.1M $293.4M 1.3M +748,838 +55.51% Add PEPSICO INC PEP
0.63% 0.08% $503.1M 3.7M $54.8M 353,018 +3.4M +952.58% Add KLA CORP KLAC
0.62% 0.35% $499.3M 1.7M $228.3M 155,023 +1.5M +967.62% Add JOHNSON & JOHNSON JNJ
0.61% 0.38% $492.5M 1.9M $253.5M 1.0M +902,292 +87.00% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.61% — $490.5M 1.0M $0 0 +1.0M New Buy WALMART INC WMT
0.57% 0.25% $456.8M 4.0M $163.2M 1.3M +2.7M +207.21% Add MASTERCARD INCORPORATED MA
0.55% 0.16% $441.7M 860,011 $108.6M 217,287 +642,724 +295.79% Add PROCTER & GAMBLE CO PG
0.55% 0.45% $441.4M 3.0M $295.2M 2.0M +966,326 +47.29% Add JPMORGAN CHASE & CO JPM
0.53% 0.56% $423.9M 1.3M $366.8M 1.2M +48,000 +3.85% Add MARVELL TECHNOLOGY INC MRVL
0.5% 0.21% $403.7M 1.4M $137.8M 1.4M -36,538 -2.63% Reduce INTUITIVE SURGICAL INC ISRG
0.5% 1.22% $397.6M 999,841 $804.4M 1.7M -745,167 -42.70% Reduce NETFLIX INC NFLX
0.49% 1.17% $390.1M 5.5M $768.3M 8.0M -2.5M -31.62% Reduce O OREILLY AUTOMOTIVE INC COM ORLY
0.48% 0.43% $385.8M 4.2M $280.1M 3.0M +1.2M +38.07% Add APPLIED MATLS INC AMAT
0.48% 0.89% $384.6M 532,010 $586.3M 1.7M -1.2M -68.98% Reduce VERTEX PHARMACEUTICALS INC VRTX
0.47% 0.36% $377.3M 759,564 $239.9M 537,248 +222,316 +41.38% Add ARISTA NETWORKS INC ANET
0.44% 0.19% $351.9M 2.1M $123.2M 1.0M +1.1M +106.44% Add MERCK & CO INC MRK
0.43% 0.14% $347.3M 2.7M $89.4M 743,214 +2.0M +263.69% Add ROYAL BK CDA COM RY
0.41% 0.01% $329.0M 1.6M $7.5M 46,345 +1.5M +3,329.94% Add STARBUCKS CORP SBUX
0.41% 0.07% $325.3M 3.2M $48.8M 545,175 +2.6M +483.83% Add T-MOBILE US INC COM TMUS
0.39% 0.2% $314.3M 1.9M $129.0M 614,419 +1.3M +204.94% Add UBER TECHNOLOGIES INC UBER
0.38% 0.27% $308.2M 4.3M $176.6M 2.5M +1.8M +73.94% Add PALO ALTO PANW
0.38% 0.11% $307.3M 901,261 $74.7M 465,845 +435,416 +93.47% Add ROIVANT SCIENCES LTD ROIV
0.37% 0.3% $296.0M 8.4M $196.0M 7.1M +1.3M +18.18% Add ABBOTT LABORATORIES ABT
0.36% 0.69% $292.1M 3.2M $454.8M 4.4M -1.2M -27.34% Reduce G GILEAD SCIENCES INC COM GILD
0.36% 0.11% $289.1M 2.3M $71.4M 512,436 +1.8M +346.47% Add P PNC FINL SVCS GROUP INC COM PNC
0.36% 0.42% $286.7M 1.2M $276.9M 1.3M -166,267 -12.49% Reduce PFIZER INC PFE
0.36% 0.26% $286.6M 11.9M $170.5M 6.1M +5.8M +95.98% Add ADOBE INC COM ADBE
0.33% 0.43% $267.8M 1.3M $282.8M 1.2M +142,854 +12.28% Add ON SEMICONDUCTOR CORP COM ON
0.33% 0.15% $265.5M 2.8M $99.5M 1.6M +1.2M +74.80% Add 
