 NVIDIA CORPORATIONNVDA |
| 6.43% | 6.71% | $1.99B | 10.0M | $1.71B | 9.8M | +159,800+1.63% | Add |
 APPLE INCAAPL |
| 6.17% | 6.13% | $1.91B | 6.6M | $1.56B | 6.2M | +455,220+7.39% | Add |
 MICROSOFT CORPMSFT |
| 3.77% | 4.25% | $1.17B | 3.1M | $1.08B | 2.9M | +208,760+7.13% | Add |
 ALPHABET INCGOOGL |
| 3.01% | 2.76% | $931.8M | 2.6M | $704.0M | 2.4M | +159,380+6.51% | Add |
 AMAZON COM INCAMZN |
| 2.94% | 2.93% | $912.1M | 3.8M | $746.4M | 3.6M | +243,400+6.79% | Add |
 BROADCOM INCAVGO |
| 2.27% | 2.06% | $704.1M | 1.9M | $525.8M | 1.7M | +165,080+9.72% | Add |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.17% | $702.9M | 2.0M | $553.7M | 1.9M | +59,040+3.06% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.72% | 0.56% | $533.6M | 462,285 | $143.0M | 423,005 | +39,280+9.29% | Add |
 META PLATFORMS INCMETA |
| 1.66% | 1.82% | $515.6M | 915,410 | $463.6M | 810,350 | +105,060+12.96% | Add |
 TESLA INCTSLA |
| 1.51% | 1.63% | $468.2M | 1.1M | $416.7M | 1.1M | -7,560-0.67% | Reduce |
 ELI LILLY & COLLY |
| 1.35% | 1.15% | $417.7M | 348,239 | $292.4M | 317,879 | +30,360+9.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.31% | 0.52% | $406.1M | 699,047 | $133.0M | 653,847 | +45,200+6.91% | Add |
 JPMORGAN CHASE & COJPM |
| 1.22% | 1.32% | $379.5M | 1.2M | $336.6M | 1.1M | +15,080+1.32% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.96% | 1.05% | $298.2M | 1.2M | $266.4M | 1.1M | +84,400+7.75% | Add |
 VISA INCV |
| 0.92% | 0.91% | $284.4M | 828,882 | $230.8M | 763,762 | +65,120+8.53% | Add |
 APPLIED MATLS INCAMAT |
| 0.91% | 0.49% | $283.2M | 391,701 | $124.5M | 364,141 | +27,560+7.57% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.9% | 0.99% | $280.2M | 559,933 | $251.5M | 524,853 | +35,080+6.68% | Add |
 LAM RESEARCH CORPLRCX |
| 0.88% | 0.49% | $271.5M | 626,180 | $124.5M | 582,280 | +43,900+7.54% | Add |
 INTEL CORPINTC |
| 0.87% | 0.29% | $269.7M | 1.9M | $75.1M | 1.7M | +230,600+13.56% | Add |
 EXXON MOBIL CORPXOM |
| 0.84% | 1.2% | $260.6M | 1.9M | $305.4M | 1.8M | +106,000+5.89% | Add |
 CISCO SYS INCCSCO |
| 0.7% | 0.51% | $217.2M | 1.8M | $130.7M | 1.7M | +164,100+9.74% | Add |
 KLA CORPKLAC |
| 0.7% | 0.4% | $216.2M | 716,470 | $101.8M | 69,140 | +647,330+936.26% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.69% | 0.77% | $214.2M | 417,114 | $195.3M | 390,794 | +26,320+6.74% | Add |
 ABBVIE INCABBV |
| 0.68% | 0.68% | $210.5M | 836,672 | $173.6M | 798,372 | +38,300+4.80% | Add |
 WALMART INCWMT |
| 0.65% | 0.87% | $202.9M | 1.8M | $220.8M | 1.8M | +17,900+1.01% | Add |
 COCA COLA COKO |
| 0.61% | 0.61% | $187.9M | 2.3M | $155.2M | 2.0M | +270,700+13.34% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.64% | $170.2M | 181,980 | $164.2M | 164,740 | +17,240+10.46% | Add |
 PROCTER & GAMBLE COPG |
| 0.55% | 0.6% | $169.3M | 1.2M | $153.9M | 1.1M | +88,700+8.32% | Add |
| BBANK OF AMER CORPBAC |
| 0.54% | 0.54% | $168.2M | 3.0M | $138.4M | 2.8M | +112,300+3.96% | Add |
 MERCK & CO INCMRK |
| 0.53% | 0.57% | $165.0M | 1.3M | $144.8M | 1.2M | +80,200+6.70% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.38% | $155.6M | 374,455 | $96.5M | 356,455 | +18,000+5.05% | Add |
 HOME DEPOT INCHD |
| 0.47% | 0.5% | $144.9M | 410,882 | $128.1M | 389,362 | +21,520+5.53% | Add |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.67% | $143.1M | 863,597 | $170.7M | 825,197 | +38,400+4.65% | Add |
 GE VERNOVA INCGEV |
| 0.45% | 0.37% | $140.4M | 119,470 | $95.2M | 109,050 | +10,420+9.56% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.45% | 0.45% | $138.6M | 137,023 | $114.5M | 135,343 | +1,680+1.24% | Add |
 NETFLIX INCNFLX |
| 0.44% | 0.66% | $137.6M | 1.9M | $167.7M | 1.7M | +182,860+10.48% | Add |
 GE AEROSPACEGE |
| 0.44% | 0.37% | $136.9M | 366,413 | $93.4M | 328,533 | +37,880+11.53% | Add |
| CCITIGROUP INCC |
| 0.41% | 0.4% | $126.9M | 906,541 | $101.9M | 898,541 | +8,000+0.89% | Add |
 PALO ALTOPANW |
| 0.4% | 0.22% | $122.7M | 359,916 | $57.1M | 356,116 | +3,800+1.07% | Add |
 TEXAS INSTRS INCTXN |
| 0.39% | 0.26% | $121.9M | 408,985 | $66.1M | 340,485 | +68,500+20.12% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.39% | 0.39% | $120.7M | 429,190 | $99.5M | 410,430 | +18,760+4.57% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.39% | 0.18% | $120.6M | 188,783 | $46.7M | 172,723 | +16,060+9.30% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.38% | 0.17% | $116.4M | 390,739 | $44.0M | 444,139 | -53,400-12.02% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.37% | 0.41% | $113.2M | 1.4M | $105.2M | 1.3M | +48,300+3.66% | Add |
 MORGAN STANLEYMS |
| 0.35% | 0.32% | $108.9M | 520,889 | $82.5M | 501,089 | +19,800+3.95% | Add |
 DEERE & CODE |
| 0.35% | 0.36% | $108.6M | 170,909 | $91.6M | 162,189 | +8,720+5.38% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.34% | 0.49% | $106.8M | 915,400 | $125.0M | 854,500 | +60,900+7.13% | Add |
 ANALOG DEVICES INC COMADI |
| 0.34% | 0.31% | $104.9M | 264,141 | $78.3M | 246,221 | +17,920+7.28% | Add |
| QQUALCOMM INCQCOM |
| 0.33% | 0.31% | $102.1M | 552,701 | $79.0M | 613,601 | -60,900-9.93% | Reduce |
 ORACLE CORPORCL |
| 0.33% | 0.37% | $101.0M | 689,142 | $95.5M | 649,342 | +39,800+6.13% | Add |
