 APPLE INCAAPL |
| 5.4% | 5.9% | $1.57B | 5.4M | $1.53B | 6.0M | -586,907-9.74% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.52% | 5.05% | $1.32B | 6.6M | $1.31B | 7.5M | -925,605-12.34% | Reduce |
 MICROSOFT CORPMSFT |
| 2.57% | 3.93% | $748.4M | 2.0M | $1.02B | 2.8M | -747,934-27.15% | Reduce |
 AMAZON COM INCAMZN |
| 2.49% | 2.44% | $725.1M | 3.0M | $633.0M | 3.0M | +3,046+0.10% | Add |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.31% | $661.8M | 1.9M | $600.3M | 2.1M | -219,384-10.48% | Reduce |
 ALPHABET INCGOOGL |
| 2.18% | 2.22% | $634.7M | 1.8M | $576.8M | 2.0M | -229,800-11.46% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.8% | 2.02% | $524.2M | 454,161 | $523.3M | 1.5M | -1.1M-70.68% | Reduce |
 META PLATFORMS INCMETA |
| 1.38% | 1.68% | $400.8M | 711,462 | $435.6M | 761,307 | -49,845-6.55% | Reduce |
 INTUITINTU |
| 1.36% | <0.01% | $396.0M | 1.5M | $840,547 | 1,944 | +1.5M+77,937.86% | Add |
 TESLA INCTSLA |
| 1.23% | 1.24% | $358.2M | 851,661 | $322.4M | 867,334 | -15,673-1.81% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.21% | 0.94% | $352.7M | 1.1M | $243.7M | 828,460 | +249,086+30.07% | Add |
 BROADCOM INCAVGO |
| 1.17% | 1.69% | $340.7M | 901,911 | $439.5M | 1.4M | -518,215-36.49% | Reduce |
 INTEL CORPINTC |
| 1.09% | — | $316.8M | 2.3M | $0 | 0 | +2.3M | New Buy |
 EXXON MOBIL CORPXOM |
| 0.89% | 0.98% | $259.4M | 1.9M | $253.0M | 1.5M | +406,105+27.23% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.87% | 0.42% | $253.3M | 636,834 | $110.2M | 239,048 | +397,786+166.40% | Add |
 KLA CORPKLAC |
| 0.82% | 0.23% | $238.5M | 790,337 | $60.9M | 41,354 | +748,983+1,811.15% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.8% | 0.18% | $233.0M | 1.9M | $46.2M | 293,704 | +1.6M+544.45% | Add |
| CCITIGROUP INCC |
| 0.76% | 0.39% | $221.6M | 1.6M | $101.8M | 897,859 | +685,640+76.36% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.76% | 0.3% | $220.7M | 353,970 | $77.8M | 100,669 | +253,301+251.62% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.76% | — | $220.2M | 379,029 | $0 | 0 | +379,029 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.73% | 0.52% | $212.0M | 711,366 | $134.0M | 690,236 | +21,130+3.06% | Add |
 CUMMINS INCCMI |
| 0.73% | 0.63% | $211.3M | 296,245 | $164.2M | 305,133 | -8,888-2.91% | Reduce |
 FORTINET INCFTNT |
| 0.72% | <0.01% | $210.9M | 1.4M | $281,199 | 3,441 | +1.4M+39,790.44% | Add |
 RTX CORPORATIONRTX |
| 0.72% | 0.62% | $210.5M | 1.1M | $161.9M | 839,323 | +270,198+32.19% | Add |
 ABBOTT LABORATORIESABT |
| 0.69% | 0.58% | $201.8M | 2.2M | $150.0M | 1.5M | +763,062+52.23% | Add |
 3M CO COMMMM |
| 0.69% | 0.88% | $201.8M | 1.2M | $227.7M | 1.6M | -321,585-20.51% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.69% | 1.11% | $201.6M | 392,571 | $288.1M | 576,496 | -183,925-31.90% | Reduce |
| AAT&T INCT |
| 0.69% | 0.91% | $201.1M | 9.7M | $236.9M | 8.2M | +1.5M+18.90% | Add |
 PEPSICO INCPEP |
| 0.68% | 0.76% | $198.7M | 1.5M | $198.4M | 1.3M | +189,854+14.86% | Add |
 TJX COS INC NEWTJX |
| 0.67% | 0.59% | $194.4M | 1.3M | $152.1M | 952,708 | +330,340+34.67% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.65% | 0.97% | $189.6M | 202,689 | $250.6M | 251,518 | -48,829-19.41% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.65% | 0.61% | $189.2M | 378,132 | $159.4M | 332,672 | +45,460+13.67% | Add |
| TTERADYNE INCTER |
| 0.64% | 0.35% | $187.3M | 387,209 | $90.8M | 306,227 | +80,982+26.45% | Add |
 ROBLOX CORP CL ARBLX |
| 0.63% | 0.5% | $184.8M | 3.4M | $128.5M | 2.3M | +1.1M+49.58% | Add |
 ELI LILLY & COLLY |
| 0.63% | 1.18% | $183.9M | 153,281 | $305.2M | 331,823 | -178,542-53.81% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.62% | 0.19% | $179.4M | 280,879 | $50.0M | 184,934 | +95,945+51.88% | Add |
 GENERAL MTRS COGM |
| 0.61% | 0.66% | $178.3M | 2.3M | $170.1M | 2.3M | +30,400+1.33% | Add |
 MCKESSON CORP COMMCK |
| 0.61% | 0.51% | $178.2M | 235,896 | $131.2M | 151,590 | +84,306+55.61% | Add |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.9% | $174.9M | 403,616 | $234.3M | 1.1M | -692,977-63.19% | Reduce |
 CISCO SYS INCCSCO |
| 0.59% | — | $172.4M | 1.5M | $0 | 0 | +1.5M | New Buy |
 LOWES COS INC COMLOW |
| 0.59% | 0.01% | $171.6M | 778,310 | $1.5M | 6,280 | +772,030+12,293.47% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.59% | 0.37% | $170.8M | 335,293 | $95.0M | 139,175 | +196,118+140.91% | Add |
 CME GROUP INCCME |
| 0.57% | 0.07% | $165.7M | 750,421 | $17.9M | 60,770 | +689,651+1,134.85% | Add |
 NATERA INCNTRA |
| 0.55% | 0.27% | $160.6M | 591,460 | $71.3M | 356,459 | +235,001+65.93% | Add |
| BBANK OF AMER CORPBAC |
| 0.55% | 0.4% | $159.7M | 2.8M | $103.3M | 2.1M | +684,932+32.33% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.54% | 0.23% | $156.1M | 1.2M | $59.8M | 429,035 | +806,858+188.06% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.54% | 0.22% | $156.1M | 875,762 | $56.7M | 13,461 | +862,301+6,405.92% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.5% | — | $145.4M | 1.6M | $0 | 0 | +1.6M | New Buy |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.49% | 0.11% | $143.8M | 880,404 | $28.8M | 249,988 | +630,416+252.18% | Add |
 AMGEN INC COMAMGN |
| 0.49% | 0.13% | $142.3M | 393,076 | $33.4M | 95,027 | +298,049+313.65% | Add |
