 ASTRAZENECA PLCAZN |
| 5.5% | 6.23% | $1.49B | 8.0M | $1.56B | 8.1M | -75,793-0.94% | Reduce |
 ALPHABET INCGOOGL |
| 5.25% | 4.78% | $1.42B | 4.0M | $1.20B | 4.2M | -179,087-4.30% | Reduce |
 MICROSOFT CORPMSFT |
| 5.08% | 5.34% | $1.38B | 3.7M | $1.34B | 3.6M | +81,564+2.26% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.7% | 4.21% | $1.28B | 6.4M | $1.05B | 6.0M | +328,467+5.43% | Add |
 AMAZON COM INCAMZN |
| 4.5% | 4.33% | $1.22B | 5.1M | $1.08B | 5.2M | -74,868-1.44% | Reduce |
 VISA INCV |
| 3.96% | 3.83% | $1.08B | 3.1M | $959.1M | 3.2M | -39,598-1.25% | Reduce |
 APPLE INCAAPL |
| 3.64% | 3.32% | $988.6M | 3.4M | $832.5M | 3.3M | +136,348+4.16% | Add |
 JPMORGAN CHASE & COJPM |
| 3.32% | 3.19% | $901.2M | 2.8M | $798.8M | 2.7M | +37,572+1.38% | Add |
 AMPHENOL CORPAPH |
| 2.06% | 1.56% | $559.1M | 3.2M | $389.6M | 3.1M | +87,573+2.84% | Add |
 ELI LILLY & COLLY |
| 1.98% | 1.54% | $536.9M | 447,654 | $384.5M | 418,036 | +29,618+7.09% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.93% | 1.38% | $524.8M | 1.1M | $346.8M | 1.0M | +72,935+7.11% | Add |
| AAlphabet Inc Class CGOOG |
| 1.93% | 1.8% | $523.4M | 1.5M | $451.6M | 1.6M | -92,986-5.91% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.86% | 1.87% | $504.1M | 1.0M | $468.9M | 953,908 | +51,552+5.40% | Add |
 COCA COLA COKO |
| 1.81% | 1.83% | $491.8M | 6.1M | $457.2M | 6.0M | +38,836+0.65% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.78% | 1.87% | $482.5M | 964,265 | $468.7M | 978,041 | -13,776-1.41% | Reduce |
 BROADCOM INCAVGO |
| 1.65% | 1.4% | $447.9M | 1.2M | $350.6M | 1.1M | +52,994+4.68% | Add |
 META PLATFORMS INCMETA |
| 1.44% | 1.54% | $390.5M | 693,261 | $386.3M | 675,217 | +18,044+2.67% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.37% | 1.03% | $372.5M | 368,322 | $257.9M | 304,830 | +63,492+20.83% | Add |
| CCRH PLCCRH |
| 1.16% | 1.18% | $315.7M | 3.0M | $296.4M | 2.8M | +117,585+4.15% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.06% | 0.94% | $288.8M | 1.7M | $235.4M | 1.4M | +376,062+27.71% | Add |
 LINDE PLCLIN |
| 1.04% | 1.16% | $283.3M | 545,835 | $290.3M | 585,655 | -39,820-6.80% | Reduce |
 PALO ALTOPANW |
| 1.03% | 0.6% | $279.4M | 819,290 | $151.1M | 942,520 | -123,230-13.07% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.03% | 1.31% | $279.0M | 3.1M | $328.0M | 3.2M | -119,507-3.74% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.93% | 1.16% | $251.5M | 3.2M | $290.5M | 3.1M | +113,007+3.62% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.92% | 1.02% | $250.5M | 487,693 | $255.0M | 510,403 | -22,710-4.45% | Reduce |
 CME GROUP INCCME |
| 0.86% | 1.17% | $232.9M | 1.1M | $292.5M | 990,360 | +64,437+6.51% | Add |
 PROCTER & GAMBLE COPG |
| 0.84% | 0.89% | $228.9M | 1.6M | $223.3M | 1.5M | +14,673+0.95% | Add |
 CATERPILLAR INCCAT |
| 0.83% | 0.66% | $224.8M | 211,108 | $164.1M | 231,639 | -20,531-8.86% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.81% | 0.06% | $219.4M | 506,353 | $15.6M | 73,112 | +433,241+592.57% | Add |
 EQUINIX INCEQIX |
| 0.78% | 0.84% | $211.3M | 202,720 | $209.9M | 214,132 | -11,412-5.33% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.78% | 0.7% | $211.2M | 562,787 | $176.0M | 633,384 | -70,597-11.15% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.75% | 0.94% | $204.4M | 218,544 | $235.1M | 235,962 | -17,418-7.38% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.73% | 0.8% | $199.1M | 1.1M | $199.2M | 47,307 | +1.1M+2,261.26% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.73% | 0.66% | $198.2M | 3.2M | $165.9M | 2.8M | +328,499+11.64% | Add |
 S&P GLOBAL INCSPGI |
| 0.72% | 0.96% | $196.6M | 482,746 | $239.7M | 563,623 | -80,877-14.35% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.69% | 0.58% | $187.7M | 191,878 | $145.3M | 162,313 | +29,565+18.21% | Add |
 ARM HOLDINGS PLCARM |
| 0.66% | 0.3% | $177.9M | 501,861 | $75.3M | 497,528 | +4,333+0.87% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.65% | 0.72% | $175.7M | 691,961 | $180.9M | 740,168 | -48,207-6.51% | Reduce |
 DEERE & CODE |
| 0.64% | 0.63% | $173.1M | 272,821 | $156.8M | 278,328 | -5,507-1.98% | Reduce |
 SHOPIFY INCSHOP |
| 0.64% | 0.72% | $172.7M | 1.5M | $179.2M | 1.5M | +1,769+0.12% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.62% | 0.77% | $169.3M | 425,802 | $193.9M | 420,611 | +5,191+1.23% | Add |
 EXXON MOBIL CORPXOM |
| 0.62% | 0.73% | $167.9M | 1.2M | $182.5M | 1.1M | +152,390+14.16% | Add |
| KKKR & CO INC COMKKR |
| 0.61% | 0.67% | $166.8M | 1.8M | $167.5M | 1.8M | +6,134+0.34% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.61% | 0.58% | $165.7M | 2.2M | $146.3M | 2.3M | -47,724-2.08% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 0.57% | 0.62% | $153.9M | 370,576 | $156.0M | 359,418 | +11,158+3.10% | Add |
 RTX CORPORATIONRTX |
| 0.55% | 0.62% | $150.2M | 791,638 | $154.0M | 798,460 | -6,822-0.85% | Reduce |
 HOME DEPOT INCHD |
| 0.55% | 0.79% | $148.1M | 419,942 | $198.3M | 602,998 | -183,056-30.36% | Reduce |
 US BANCORPUSB |
| 0.51% | 0.49% | $139.0M | 2.3M | $123.6M | 2.4M | -74,888-3.15% | Reduce |
 MORGAN STANLEYMS |
| 0.49% | 0.49% | $133.0M | 636,079 | $122.2M | 742,378 | -106,299-14.32% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.49% | 0.28% | $132.6M | 173,725 | $70.1M | 179,581 | -5,856-3.26% | Reduce |
