 APPLE INCAAPL |
| 6.63% | 7.06% | $134.8M | 531,078 | $135.6M | 534,443 | -3,365-0.63% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.3% | 2.14% | $107.8M | 250,220 | $41.1M | 250,220 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.71% | 4.99% | $95.7M | 332,785 | $96.0M | 333,805 | -1,020-0.31% | Reduce |
 META PLATFORMS INCMETA |
| 4.49% | 4.75% | $91.2M | 159,486 | $91.2M | 159,486 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 3.79% | 4.02% | $77.1M | 208,402 | $77.3M | 208,789 | -387-0.19% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.69% | 3.9% | $75.0M | 430,267 | $75.0M | 430,267 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.34% | 3.54% | $67.9M | 326,060 | $68.0M | 326,435 | -375-0.11% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.08% | 3.26% | $62.6M | 62,819 | $62.7M | 62,913 | -94-0.15% | Reduce |
 NEBIUS GROUP N VNBIS |
| 2.94% | 1.17% | $59.7M | 216,472 | $22.5M | 216,472 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.75% | 2.93% | $55.9M | 194,960 | $56.2M | 195,980 | -1,020-0.52% | Reduce |
 ELI LILLY & COLLY |
| 2.1% | 2.22% | $42.6M | 46,317 | $42.7M | 46,442 | -125-0.27% | Reduce |
 NU HLDGS LTDNU |
| 1.82% | 1.93% | $37.0M | 2.6M | $37.1M | 2.6M | -1,500-0.06% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.74% | 1.85% | $35.5M | 117,272 | $35.5M | 117,272 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 1.52% | 0.47% | $30.8M | 26,700 | $9.0M | 26,700 | 00.00% | Unchanged |
 WASTE MGMT INC DELWM |
| 1.48% | 1.57% | $30.1M | 130,883 | $30.2M | 131,283 | -400-0.30% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.41% | 1.49% | $28.6M | 181,708 | $28.6M | 181,833 | -125-0.07% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.21% | 1.28% | $24.6M | 14,219 | $24.6M | 14,229 | -10-0.07% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 1.2% | 1.26% | $24.3M | 133,295 | $24.3M | 133,295 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.12% | 1.19% | $22.8M | 93,955 | $22.8M | 93,955 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.18% | $22.6M | 92,654 | $22.6M | 92,481 | +173+0.19% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.1% | 0.41% | $22.3M | 38,370 | $7.8M | 38,370 | 00.00% | Unchanged |
 MOTOROLA SOLUTIONS INCMSI |
| 1.07% | 1.13% | $21.7M | 49,932 | $21.7M | 50,007 | -75-0.15% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.98% | 1.04% | $20.0M | 103,080 | $20.1M | 103,405 | -325-0.31% | Reduce |
 LOWES COS INC COMLOW |
| 0.94% | 1% | $19.1M | 80,966 | $19.1M | 80,966 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.89% | 0.94% | $18.1M | 45,497 | $18.1M | 45,497 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 0.88% | 0.93% | $18.0M | 67,494 | $18.0M | 67,544 | -50-0.07% | Reduce |
 CUMMINS INCCMI |
| 0.87% | 0.93% | $17.8M | 33,062 | $18.0M | 33,386 | -324-0.97% | Reduce |
 INTUITINTU |
| 0.86% | 1.5% | $17.4M | 66,616 | $28.8M | 66,616 | 00.00% | Unchanged |
 MOLINA HEALTHCARE INCMOH |
| 0.85% | 0.9% | $17.3M | 130,032 | $17.3M | 130,032 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 0.85% | 0.9% | $17.2M | 84,574 | $17.2M | 84,737 | -163-0.19% | Reduce |
| QQXO INCQXO |
| 0.82% | 0.87% | $16.6M | 856,968 | $16.6M | 856,968 | 00.00% | Unchanged |
 EXPEDIA GROUP INCEXPE |
| 0.82% | 0.86% | $16.6M | 71,964 | $16.6M | 71,964 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.81% | 0.86% | $16.5M | 128,241 | $16.6M | 128,966 | -725-0.56% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.81% | 0.86% | $16.5M | 97,654 | $16.5M | 97,654 | 00.00% | Unchanged |
 PROGRESSIVE CORPPGR |
| 0.76% | 0.8% | $15.4M | 77,623 | $15.4M | 77,623 | 00.00% | Unchanged |
 AUTODESK INCADSK |
| 0.75% | 0.79% | $15.2M | 63,609 | $15.2M | 63,609 | 00.00% | Unchanged |
 VISA INCV |
| 0.72% | 0.76% | $14.7M | 48,503 | $14.7M | 48,503 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.72% | 0.76% | $14.5M | 117,027 | $14.5M | 117,027 | 00.00% | Unchanged |
 PAYCHEX INC COMPAYX |
| 0.7% | 0.75% | $14.3M | 155,048 | $14.4M | 156,748 | -1,700-1.08% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.7% | 0.74% | $14.2M | 28,482 | $14.2M | 28,482 | 00.00% | Unchanged |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.69% | 0.73% | $14.1M | 82,387 | $14.1M | 82,387 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.65% | 0.69% | $13.2M | 40,312 | $13.2M | 40,312 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.65% | 0.69% | $13.2M | 28,680 | $13.2M | 28,680 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.62% | 0.66% | $12.7M | 52,366 | $12.8M | 52,616 | -250-0.48% | Reduce |
 SPROUTS FMRS MKT INCSFM |
| 0.62% | 0.66% | $12.7M | 164,290 | $12.7M | 164,290 | 00.00% | Unchanged |
 NOVARTIS AGNVS |
| 0.61% | 0.65% | $12.5M | 81,714 | $12.5M | 81,783 | -69-0.08% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.61% | 0.65% | $12.5M | 31,910 | $12.5M | 31,910 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.59% | 0.63% | $12.1M | 167,885 | $12.1M | 167,885 | 00.00% | Unchanged |
| FFACTSET RESH SYS INCFDS |
| 0.58% | 0.62% | $11.9M | 54,789 | $11.9M | 54,789 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.57% | 0.61% | $11.7M | 91,420 | $11.7M | 91,420 | 00.00% | Unchanged |
