 NVIDIA CORPORATIONNVDA |
| 8.42% | 7.25% | $218.3M | 1.1M | $168.6M | 966,682 | +124,328+12.86% | Add |
| AAlphabet Inc Class CGOOG |
| 8.1% | 7.18% | $210.0M | 594,233 | $167.0M | 582,276 | +11,957+2.05% | Add |
 APPLE INCAAPL |
| 7.61% | 6.29% | $197.3M | 681,882 | $146.3M | 576,526 | +105,356+18.27% | Add |
 AMAZON COM INCAMZN |
| 5.14% | 4.71% | $133.4M | 559,628 | $109.4M | 525,471 | +34,157+6.50% | Add |
 MICROSOFT CORPMSFT |
| 4.7% | 4.82% | $122.0M | 326,966 | $112.2M | 303,071 | +23,895+7.88% | Add |
 BROADCOM INCAVGO |
| 2.98% | 3.1% | $77.3M | 204,744 | $72.1M | 233,110 | -28,366-12.17% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.97% | 1.78% | $76.9M | 153,688 | $41.4M | 86,343 | +67,345+78.00% | Add |
 WALMART INCWMT |
| 2.67% | 1.9% | $69.3M | 612,016 | $44.1M | 355,013 | +257,003+72.39% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.6% | 1.15% | $67.4M | 116,034 | $26.8M | 131,762 | -15,728-11.94% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.38% | 2.7% | $61.6M | 188,228 | $62.7M | 213,168 | -24,940-11.70% | Reduce |
 INTEL CORPINTC |
| 2% | 0.78% | $51.8M | 371,153 | $18.1M | 410,372 | -39,219-9.56% | Reduce |
 META PLATFORMS INCMETA |
| 1.91% | 3.3% | $49.4M | 87,714 | $76.7M | 134,101 | -46,387-34.59% | Reduce |
 VISA INCV |
| 1.88% | 2.16% | $48.8M | 142,296 | $50.2M | 166,169 | -23,873-14.37% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.88% | 2.29% | $48.8M | 94,969 | $53.2M | 106,535 | -11,566-10.86% | Reduce |
 TESLA INCTSLA |
| 1.78% | 1.8% | $46.2M | 109,948 | $41.9M | 112,605 | -2,657-2.36% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.76% | 2.19% | $45.6M | 48,707 | $50.9M | 51,076 | -2,369-4.64% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.57% | 1.2% | $40.6M | 93,731 | $27.8M | 130,315 | -36,584-28.07% | Reduce |
 NETFLIX INCNFLX |
| 1.07% | 1.66% | $27.7M | 387,607 | $38.7M | 402,323 | -14,716-3.66% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.95% | 1.39% | $24.8M | 149,346 | $32.3M | 156,179 | -6,833-4.38% | Reduce |
| SSTONEX GROUP INCSNEX |
| 0.92% | 0.93% | $23.8M | 200,904 | $21.6M | 268,268 | -67,364-25.11% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.9% | 0.9% | $23.2M | 22,957 | $21.0M | 24,766 | -1,809-7.30% | Reduce |
 AXON ENTERPRISEAXON |
| 0.74% | 0.65% | $19.2M | 34,198 | $15.0M | 35,370 | -1,172-3.31% | Reduce |
 EQUINIX INCEQIX |
| 0.74% | 0.81% | $19.2M | 18,384 | $18.8M | 19,135 | -751-3.92% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.68% | 0.56% | $17.8M | 37,175 | $13.1M | 38,795 | -1,620-4.18% | Reduce |
 PALO ALTOPANW |
| 0.66% | 0.46% | $17.2M | 50,491 | $10.7M | 66,483 | -15,992-24.05% | Reduce |
 TJX COS INC NEWTJX |
| 0.61% | 0.71% | $15.9M | 105,113 | $16.5M | 103,034 | +2,079+2.02% | Add |
 ARISTA NETWORKS INCANET |
| 0.6% | 0.6% | $15.5M | 91,409 | $14.0M | 113,717 | -22,308-19.62% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.57% | 0.41% | $14.7M | 19,222 | $9.5M | 24,435 | -5,213-21.33% | Reduce |
 SALESFORCE INCCRM |
| 0.55% | 0.88% | $14.4M | 91,732 | $20.4M | 109,121 | -17,389-15.94% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.54% | 0.79% | $14.1M | 84,061 | $18.3M | 87,178 | -3,117-3.58% | Reduce |
| WWATSCO INCWSO |
| 0.54% | 0.55% | $14.1M | 33,809 | $12.9M | 35,366 | -1,557-4.40% | Reduce |
 DEXCOM INCDXCM |
| 0.53% | 0.58% | $13.8M | 205,601 | $13.4M | 213,080 | -7,479-3.51% | Reduce |
 AMGEN INC COMAMGN |
| 0.53% | 0.66% | $13.7M | 37,752 | $15.4M | 43,815 | -6,063-13.84% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.52% | 0.67% | $13.6M | 107,545 | $15.7M | 112,527 | -4,982-4.43% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.52% | 0.64% | $13.5M | 82,722 | $14.8M | 85,697 | -2,975-3.47% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 0.51% | 0.58% | $13.2M | 79,034 | $13.4M | 82,494 | -3,460-4.19% | Reduce |
 DISNEY WALT CODIS |
| 0.5% | 0.61% | $12.9M | 134,440 | $14.2M | 147,218 | -12,778-8.68% | Reduce |
 CORNING INCGLW |
| 0.49% | 0.4% | $12.8M | 50,029 | $9.3M | 68,580 | -18,551-27.05% | Reduce |
| FFASTENAL CO COMFAST |
| 0.49% | 0.55% | $12.7M | 263,808 | $12.8M | 275,200 | -11,392-4.14% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.48% | 0.55% | $12.5M | 24,257 | $12.9M | 32,431 | -8,174-25.20% | Reduce |
 DATADOG INCDDOG |
| 0.48% | 0.36% | $12.5M | 47,939 | $8.3M | 70,279 | -22,340-31.79% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.47% | 0.54% | $12.2M | 168,863 | $12.5M | 173,940 | -5,077-2.92% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.45% | 0.67% | $11.7M | 29,405 | $15.5M | 33,578 | -4,173-12.43% | Reduce |
 WATERS CORPWAT |
| 0.44% | 0.4% | $11.3M | 30,191 | $9.4M | 31,468 | -1,277-4.06% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.43% | 0.56% | $11.2M | 62,952 | $13.0M | 3,079 | +59,873+1,944.56% | Add |
 UNION PAC CORPUNP |
| 0.43% | 0.5% | $11.0M | 40,578 | $11.6M | 47,707 | -7,129-14.94% | Reduce |
 SERVICENOW INCNOW |
| 0.42% | 0.55% | $11.0M | 110,890 | $12.9M | 122,958 | -12,068-9.81% | Reduce |
| FFABRINETFN |
| 0.41% | 0.45% | $10.7M | 19,066 | $10.4M | 19,886 | -820-4.12% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.39% | 0.46% | $10.1M | 175,529 | $10.7M | 176,588 | -1,059-0.60% | Reduce |
 CVS HEALTH CORPCVS |
| 0.37% | 0.31% | $9.7M | 93,538 | $7.3M | 101,433 | -7,895-7.78% | Reduce |
