NVIDIA CORPORATION NVDA
6.44% 6.79% $1.28B 6.4M $1.16B 6.7M -252,132 -3.79% Reduce APPLE INC AAPL
5.93% 5.98% $1.18B 4.1M $1.02B 4.0M +46,759 +1.16% Add MICROSOFT CORP MSFT
3.67% 4.19% $730.2M 2.0M $716.1M 1.9M +22,923 +1.18% Add AMAZON COM INC AMZN
3.22% 3.21% $640.1M 2.7M $549.0M 2.6M +49,650 +1.88% Add ALPHABET INC GOOGL
2.9% 2.68% $577.3M 1.6M $458.5M 1.6M +20,976 +1.32% Add BROADCOM INC AVGO
2.37% 2.23% $471.5M 1.2M $382.0M 1.2M +14,016 +1.14% Add A Alphabet Inc Class C GOOG
2.28% 2.24% $453.2M 1.3M $382.5M 1.3M -50,682 -3.80% Reduce MICRON TECHNOLOGY INC MU
1.82% 0.61% $361.2M 312,924 $104.2M 308,369 +4,555 +1.48% Add META PLATFORMS INC META
1.73% 2% $343.2M 609,361 $341.4M 596,801 +12,560 +2.10% Add TESLA INC TSLA
1.65% 1.68% $328.5M 780,920 $287.9M 774,533 +6,387 +0.82% Add ELI LILLY & CO LLY
1.34% 1.18% $267.3M 222,844 $202.5M 220,180 +2,664 +1.21% Add ADVANCED MICRO DEVICES INC AMD
1.32% 0.53% $262.8M 452,388 $90.7M 446,054 +6,334 +1.42% Add JPMORGAN CHASE & CO JPM
1.22% 1.28% $243.6M 744,264 $219.4M 745,877 -1,613 -0.22% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.97% 1.06% $193.1M 385,899 $180.6M 376,936 +8,963 +2.38% Add INTEL CORP INTC
0.86% 0.32% $170.2M 1.2M $54.6M 1.2M -19,145 -1.55% Reduce JOHNSON & JOHNSON JNJ
0.85% 0.94% $169.7M 668,344 $161.4M 660,131 +8,213 +1.24% Add VISA INC V
0.8% 0.82% $160.0M 466,471 $139.6M 461,887 +4,584 +0.99% Add APPLIED MATLS INC AMAT
0.8% 0.43% $159.2M 220,211 $74.3M 217,253 +2,958 +1.36% Add EXXON MOBIL CORP XOM
0.79% 1.15% $157.7M 1.2M $196.0M 1.2M -1,909 -0.17% Reduce LAM RESEARCH CORP LRCX
0.75% 0.43% $150.2M 346,510 $73.5M 344,131 +2,379 +0.69% Add WALMART INC WMT
0.69% 0.87% $137.8M 1.2M $149.3M 1.2M +15,676 +1.31% Add CATERPILLAR INC CAT
0.69% 0.53% $137.5M 129,108 $90.9M 128,252 +856 +0.67% Add CISCO SYS INC CSCO
0.65% 0.49% $128.7M 1.1M $84.0M 1.1M +13,489 +1.25% Add ABBVIE INC ABBV
0.62% 0.62% $123.5M 490,797 $105.3M 484,297 +6,500 +1.34% Add MASTERCARD INCORPORATED MA
0.59% 0.68% $116.7M 227,208 $116.0M 232,088 -4,880 -2.10% Reduce COSTCO WHOLESALE CORPORATION COST
0.58% 0.71% $115.2M 123,105 $121.2M 121,612 +1,493 +1.23% Add KLA CORP KLAC
0.55% 0.31% $109.7M 363,713 $53.0M 36,000 +327,713 +910.31% Add GE AEROSPACE GE
0.54% 0.48% $108.4M 289,920 $82.0M 289,052 +868 +0.30% Add B BANK OF AMER CORP BAC
0.54% 0.54% $107.3M 1.9M $91.5M 1.9M +6,013 +0.32% Add UNITEDHEALTH GROUP INC UNH
0.53% 0.39% $104.7M 251,862 $67.2M 248,183 +3,679 +1.48% Add HOME DEPOT INC HD
0.49% 0.52% $97.5M 276,374 $89.7M 272,752 +3,622 +1.33% Add PROCTER & GAMBLE CO PG
0.48% 0.54% $94.6M 644,865 $92.5M 640,302 +4,563 +0.71% Add S SANDISK CORP COM SNDK
0.45% 0.14% $90.3M 39,709 $24.3M 38,242 +1,467 +3.84% Add MERCK & CO INC MRK
0.44% 0.48% $88.2M 686,042 $81.8M 679,746 +6,296 +0.93% Add GE VERNOVA INC GEV
0.44% 0.38% $87.9M 74,789 $64.9M 74,363 +426 +0.57% Add COCA COLA CO KO
0.44% 0.5% $87.4M 1.1M $85.2M 1.1M -45,027 -4.02% Reduce CHEVRON CORPORATION CVX
0.43% 0.63% $84.9M 512,155 $108.5M 524,172 -12,017 -2.29% Reduce NETFLIX INC NFLX
0.42% 0.65% $83.4M 1.2M $111.6M 1.2M +7,464 +0.64% Add GOLDMAN SACHS GROUP INC GS
0.42% 0.41% $82.8M 81,855 $69.5M 82,193 -338 -0.41% Reduce PHILIP MORRIS INTL INC PM
0.39% 0.41% $78.2M 432,462 $70.5M 426,514 +5,948 +1.39% Add PALO ALTO PANW
0.39% 0.21% $76.7M 225,037 $35.5M 221,398 +3,639 +1.64% Add TEXAS INSTRS INC TXN
0.38% 0.28% $75.3M 252,636 $48.3M 248,946 +3,690 +1.48% Add I INTERNATIONAL BUSINESS MACHS IBM
0.37% 0.36% $73.2M 260,286 $62.1M 256,101 +4,185 +1.63% Add RTX CORPORATION RTX
0.36% 0.41% $70.9M 373,482 $70.9M 367,440 +6,042 +1.64% Add PALANTIR TECHNOLOGIES INC PLTR
0.35% 0.54% $70.5M 604,307 $91.6M 625,867 -21,560 -3.44% Reduce MARVELL TECHNOLOGY INC MRVL
0.35% 0.13% $70.5M 236,579 $23.0M 232,365 +4,214 +1.81% Add WELLS FARGO CO NEW WFC
0.35% 0.4% $70.3M 850,284 $68.5M 860,055 -9,771 -1.14% Reduce ORACLE CORP ORCL
0.35% 0.41% $70.2M 478,829 $69.5M 472,406 +6,423 +1.36% Add MORGAN STANLEY MS
0.35% 0.31% $68.7M 328,814 $53.5M 325,286 +3,528 +1.08% Add LINDE PLC LIN
0.34% 0.37% $66.7M 128,583 $63.4M 127,936 +647 +0.51% Add 
