NVIDIA CORPORATION NVDA
8.92% 8.16% $456.6M 2.3M $382.7M 2.2M +87,461 +3.99% Add ALPHABET INC GOOGL
8.32% 7.5% $425.8M 1.2M $351.4M 1.2M -30,668 -2.51% Reduce AMAZON COM INC AMZN
7.96% 7.66% $407.5M 1.7M $359.3M 1.7M -15,310 -0.89% Reduce MICROSOFT CORP MSFT
6.27% 6.78% $321.0M 864,064 $318.0M 862,862 +1,202 +0.14% Add VISA INC V
4.03% 3.98% $206.2M 600,932 $186.8M 618,063 -17,131 -2.77% Reduce APPLE INC AAPL
2.96% 2.82% $151.3M 522,805 $132.0M 520,161 +2,644 +0.51% Add ADVANCED MICRO DEVICES INC AMD
2.69% 0.83% $137.7M 237,061 $38.9M 191,165 +45,896 +24.01% Add COSTCO WHOLESALE CORPORATION COST
2.67% 2.49% $136.8M 146,254 $116.8M 117,254 +29,000 +24.73% Add BROADCOM INC AVGO
2.61% 2.1% $133.7M 353,809 $98.6M 318,474 +35,335 +11.10% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
2.49% 2.07% $127.5M 266,874 $97.2M 287,645 -20,771 -7.22% Reduce META PLATFORMS INC META
2.2% 2.42% $112.8M 200,252 $113.7M 198,692 +1,560 +0.79% Add ABBVIE INC ABBV
1.94% 1.88% $99.3M 394,497 $88.2M 405,604 -11,107 -2.74% Reduce LINDE PLC LIN
1.91% 1.92% $97.9M 188,602 $90.1M 181,722 +6,880 +3.79% Add TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS TTE
1.88% 2.48% $96.3M 1.2M $116.2M 1.2M -8,598 -0.69% Reduce A Alphabet Inc Class C GOOG
1.81% 1.78% $92.6M 262,046 $83.5M 291,184 -29,138 -10.01% Reduce CINTAS CORP COM CTAS
1.71% 1.86% $87.5M 514,184 $87.0M 514,586 -402 -0.08% Reduce SLB LIMITED SLB
1.64% 1.89% $84.1M 1.8M $88.7M 1.7M +82,304 +4.77% Add UNITEDHEALTH GROUP INC UNH
1.57% 1.16% $80.5M 193,604 $54.2M 200,181 -6,577 -3.29% Reduce INTUITIVE SURGICAL INC ISRG
1.5% 1.86% $76.9M 193,424 $87.0M 188,756 +4,668 +2.47% Add DANAHER CORP DEL COM DHR
1.33% 1.46% $67.8M 356,096 $68.5M 361,046 -4,950 -1.37% Reduce BERKSHIRE HATHAWAY INC CL A BRK.A
1.3% 1.36% $66.6M 89 $63.9M 89 0 0.00% Unchanged EATON CORP PLC ETN
1.3% 1.27% $66.3M 155,633 $59.4M 166,101 -10,468 -6.30% Reduce JPMORGAN CHASE & CO JPM
1.29% 1.27% $66.2M 202,264 $59.5M 202,427 -163 -0.08% Reduce PHILIP MORRIS INTL INC PM
1.19% 1.11% $61.1M 337,724 $52.2M 315,469 +22,255 +7.05% Add WELLS FARGO CO NEW WFC
1.12% 1.12% $57.1M 691,389 $52.7M 661,427 +29,962 +4.53% Add ELI LILLY & CO LLY
1.05% 1.01% $53.9M 44,977 $47.5M 51,640 -6,663 -12.90% Reduce RANGE RES CORP RRC
1.04% 1.38% $53.1M 1.4M $64.5M 1.4M 0 0.00% Unchanged O OREILLY AUTOMOTIVE INC COM ORLY
1.02% 1.12% $52.4M 569,069 $52.5M 568,992 +77 +0.01% Add OWENS CORNING NEW COM OC
0.97% 0.71% $49.6M 312,173 $33.4M 308,286 +3,887 +1.26% Add IDEXX LABS INC COM IDXX
0.92% 1.07% $46.9M 89,000 $50.0M 89,000 0 0.00% Unchanged STRYKER CORPORATION SYK
0.9% 1.02% $46.1M 146,359 $48.1M 146,244 +115 +0.08% Add PALO ALTO PANW
0.77% 0.33% $39.3M 115,327 $15.5M 96,962 +18,365 +18.94% Add MICRON TECHNOLOGY INC MU
0.74% 0.32% $37.9M 32,801 $14.8M 43,896 -11,095 -25.28% Reduce SALESFORCE INC CRM
0.71% 0.88% $36.2M 230,831 $41.2M 220,504 +10,327 +4.68% Add P PARAMOUNT SKYDANCE CORP PSKY
0.68% 0.68% $34.8M 3.5M $31.8M 3.5M 0 0.00% Unchanged BOEING CO BA
0.66% 0.66% $33.9M 156,470 $31.1M 156,470 0 0.00% Unchanged BOSTON SCIENTIFIC CORP COM BSX
0.6% 0.86% $30.6M 717,973 $40.2M 641,234 +76,739 +11.97% Add MERCK & CO INC MRK
0.58% 0.61% $29.9M 232,596 $28.6M 237,773 -5,177 -2.18% Reduce MCDONALDS CORP MCD
0.52% 0.95% $26.5M 97,996 $44.8M 144,039 -46,043 -31.97% Reduce CHIPOTLE MEXICAN GRILL INC CMG
0.5% 0.41% $25.7M 757,327 $19.0M 594,646 +162,681 +27.36% Add B BANK OF AMER CORP BAC
0.5% 0.52% $25.4M 445,908 $24.2M 497,211 -51,303 -10.32% Reduce N NOVAGOLD RESOURCES INC COM NEW NG
0.49% 0.9% $24.9M 4.2M $42.0M 4.7M -509,768 -10.90% Reduce ZOETIS INC CL A ZTS
0.48% 0.9% $24.5M 341,560 $42.4M 358,560 -17,000 -4.74% Reduce TEXAS INSTRS INC TXN
0.46% 0.39% $23.8M 79,769 $18.1M 93,066 -13,297 -14.29% Reduce UBER TECHNOLOGIES INC UBER
0.46% 0.5% $23.7M 328,642 $23.6M 327,713 +929 +0.28% Add MASTERCARD INCORPORATED MA
0.46% 0.42% $23.4M 45,598 $19.9M 39,815 +5,783 +14.52% Add AURORA INNOVATION INC CLASS A AUR
0.45% 0.3% $23.2M 3.4M $14.0M 3.4M 0 0.00% Unchanged TARGA RES CORP TRGP
0.41% 0.55% $21.0M 78,368 $25.9M 103,376 -25,008 -24.19% Reduce V VANGUARD INDEX FDS VOO
0.4% 0.37% $20.7M 28,221 $17.4M 30,199 -1,978 -6.55% Reduce C CARVANA CO CL A CVNA
0.4% 0.42% $20.5M 312,092 $19.6M 62,480 +249,612 +399.51% Add 
