 NVIDIA CORPORATIONNVDA |
| 6.45% | 6.77% | $7.01B | 35.0M | $6.40B | 36.7M | -1.7M-4.54% | Reduce |
 APPLE INCAAPL |
| 5.94% | 5.98% | $6.45B | 22.3M | $5.65B | 22.3M | +5,613+0.03% | Add |
 MICROSOFT CORPMSFT |
| 3.68% | 4.2% | $3.99B | 10.7M | $3.97B | 10.7M | -8,131-0.08% | Reduce |
 AMAZON COM INCAMZN |
| 3.23% | 3.21% | $3.50B | 14.7M | $3.03B | 14.6M | +134,735+0.93% | Add |
 ALPHABET INCGOOGL |
| 2.91% | 2.7% | $3.16B | 8.8M | $2.55B | 8.9M | -22,866-0.26% | Reduce |
 BROADCOM INCAVGO |
| 2.37% | 2.23% | $2.58B | 6.8M | $2.11B | 6.8M | +9,497+0.14% | Add |
| IISHARES TRIVV |
| 2.37% | 2.04% | $2.57B | 3.4M | $1.93B | 3.0M | +475,400+16.08% | Add |
| AAlphabet Inc Class CGOOG |
| 2.28% | 2.21% | $2.48B | 7.0M | $2.09B | 7.3M | -285,877-3.92% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.82% | 0.61% | $1.98B | 1.7M | $575.9M | 1.7M | +8,795+0.52% | Add |
 META PLATFORMS INCMETA |
| 1.73% | 1.99% | $1.88B | 3.3M | $1.88B | 3.3M | +42,580+1.29% | Add |
 TESLA INCTSLA |
| 1.65% | 1.68% | $1.80B | 4.3M | $1.59B | 4.3M | -4,974-0.12% | Reduce |
 ELI LILLY & COLLY |
| 1.34% | 1.18% | $1.46B | 1.2M | $1.12B | 1.2M | +2,939+0.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.32% | 0.53% | $1.44B | 2.5M | $500.7M | 2.5M | +11,907+0.48% | Add |
 JPMORGAN CHASE & COJPM |
| 1.23% | 1.29% | $1.33B | 4.1M | $1.22B | 4.1M | -60,976-1.48% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.99% | 1.05% | $1.08B | 2.1M | $992.9M | 2.1M | +77,116+3.72% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.87% | 0.97% | $943.5M | 3.7M | $915.0M | 3.7M | -28,471-0.76% | Reduce |
 INTEL CORPINTC |
| 0.86% | 0.32% | $931.6M | 6.7M | $304.0M | 6.9M | -217,221-3.15% | Reduce |
 VISA INCV |
| 0.81% | 0.82% | $879.3M | 2.6M | $775.6M | 2.6M | -3,243-0.13% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.8% | 0.44% | $870.2M | 1.2M | $418.5M | 1.2M | -20,712-1.69% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.76% | 0.43% | $821.5M | 1.9M | $410.9M | 1.9M | -27,226-1.42% | Reduce |
 WALMART INCWMT |
| 0.7% | 0.88% | $755.6M | 6.7M | $831.8M | 6.7M | -21,862-0.33% | Reduce |
 CATERPILLAR INCCAT |
| 0.69% | 0.53% | $747.3M | 701,786 | $500.4M | 706,389 | -4,603-0.65% | Reduce |
 CISCO SYS INCCSCO |
| 0.65% | 0.49% | $706.1M | 6.0M | $467.3M | 6.0M | -10,962-0.18% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.64% | 0.88% | $696.2M | 5.1M | $829.7M | 4.9M | +201,932+4.13% | Add |
 ABBVIE INCABBV |
| 0.63% | 0.62% | $679.4M | 2.7M | $582.9M | 2.7M | +19,842+0.74% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.59% | 0.68% | $637.5M | 1.2M | $642.9M | 1.3M | -45,479-3.53% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.72% | $631.1M | 674,638 | $684.7M | 687,142 | -12,504-1.82% | Reduce |
 KLA CORPKLAC |
| 0.55% | 0.31% | $599.1M | 2.0M | $295.7M | 200,858 | +1.8M+888.62% | Add |
 GE AEROSPACEGE |
| 0.55% | 0.48% | $594.8M | 1.6M | $457.5M | 1.6M | -20,447-1.27% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.54% | 0.54% | $586.1M | 10.3M | $508.8M | 10.4M | -150,688-1.44% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.52% | 0.39% | $567.4M | 1.4M | $366.9M | 1.4M | +9,338+0.69% | Add |
 HOME DEPOT INCHD |
| 0.48% | 0.52% | $525.7M | 1.5M | $494.3M | 1.5M | -12,535-0.83% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.55% | $516.9M | 3.5M | $517.7M | 3.6M | -58,909-1.64% | Reduce |
 COCA COLA COKO |
| 0.45% | 0.53% | $487.5M | 6.0M | $496.6M | 6.5M | -531,827-8.14% | Reduce |
 MERCK & CO INCMRK |
| 0.45% | 0.49% | $484.7M | 3.8M | $461.4M | 3.8M | -63,470-1.65% | Reduce |
 GE VERNOVA INCGEV |
| 0.44% | 0.38% | $483.3M | 411,394 | $363.1M | 415,974 | -4,580-1.10% | Reduce |
 NETFLIX INCNFLX |
| 0.42% | 0.66% | $458.9M | 6.4M | $619.0M | 6.4M | -10,629-0.17% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.42% | 0.41% | $455.4M | 450,240 | $385.8M | 456,064 | -5,824-1.28% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.4% | 0.49% | $432.7M | 2.6M | $458.5M | 2.2M | +394,289+17.79% | Add |
 PALO ALTOPANW |
| 0.38% | 0.2% | $417.8M | 1.2M | $189.5M | 1.2M | +43,329+3.67% | Add |
 TEXAS INSTRS INCTXN |
| 0.38% | 0.28% | $412.3M | 1.4M | $265.8M | 1.4M | +14,052+1.03% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.37% | 0.36% | $400.5M | 1.4M | $344.7M | 1.4M | +2,390+0.17% | Add |
 RTX CORPORATIONRTX |
| 0.36% | 0.42% | $389.8M | 2.1M | $395.8M | 2.1M | +2,810+0.14% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.35% | 0.14% | $385.1M | 1.3M | $128.8M | 1.3M | -7,228-0.56% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.35% | 0.4% | $384.5M | 4.7M | $380.0M | 4.8M | -121,082-2.54% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.35% | 0.53% | $383.8M | 3.3M | $504.0M | 3.4M | -155,631-4.52% | Reduce |
 ORACLE CORPORCL |
| 0.35% | 0.4% | $382.8M | 2.6M | $382.1M | 2.6M | +14,428+0.56% | Add |
| SSANDISK CORP COMSNDK |
| 0.35% | 0.11% | $380.4M | 167,299 | $102.8M | 161,778 | +5,521+3.41% | Add |
 MORGAN STANLEYMS |
| 0.34% | 0.31% | $374.3M | 1.8M | $294.7M | 1.8M | +127+0.01% | Add |
 LINDE PLCLIN |
| 0.34% | 0.28% | $365.7M | 704,703 | $268.6M | 541,846 | +162,857+30.06% | Add |
