 NVIDIA CORPORATIONNVDA |
| 9.16% | 9.63% | $22.8M | 113,810 | $19.8M | 113,810 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 7.53% | 7.31% | $18.7M | 52,375 | $15.1M | 52,375 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 7.07% | 7.48% | $17.6M | 60,770 | $15.4M | 60,770 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.81% | 5.76% | $12.0M | 32,070 | $11.9M | 32,070 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 4.4% | 4.64% | $10.9M | 45,875 | $9.6M | 45,875 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 4.16% | 1.47% | $10.3M | 8,950 | $3.0M | 8,950 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 3.83% | 3.79% | $9.5M | 25,200 | $7.8M | 25,200 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 2.88% | 1.22% | $7.2M | 12,315 | $2.5M | 12,315 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 2.56% | 2.73% | $6.4M | 15,105 | $5.6M | 15,105 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.53% | 3.1% | $6.3M | 11,162 | $6.4M | 11,162 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 2% | 1.19% | $5.0M | 11,500 | $2.5M | 11,500 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 1.87% | 1.07% | $4.7M | 6,445 | $2.2M | 6,445 | 00.00% | Unchanged |
| SSIMILARWEB LTDSMWB |
| 1.62% | 1.1% | $4.0M | 658,935 | $2.3M | 658,935 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 1.61% | 0.59% | $4.0M | 28,710 | $1.2M | 27,530 | +1,180+4.29% | Add |
 CISCO SYS INCCSCO |
| 1.43% | 1.14% | $3.6M | 30,345 | $2.4M | 30,345 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 1.26% | 0.64% | $3.1M | 4,910 | $1.3M | 4,910 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 1.13% | 0.66% | $2.8M | 9,300 | $1.4M | 930 | +8,370+900.00% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.04% | 1.44% | $2.6M | 2,765 | $3.0M | 2,975 | -210-7.06% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.87% | — | $2.2M | 955 | $0 | 0 | +955 | New Buy |
 WALMART INCWMT |
| 0.87% | 1.67% | $2.2M | 19,020 | $3.4M | 27,615 | -8,595-31.12% | Reduce |
 ELI LILLY & COLLY |
| 0.86% | 0.8% | $2.1M | 1,790 | $1.6M | 1,790 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.78% | 0.85% | $1.9M | 5,950 | $1.8M | 5,950 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.76% | 1.16% | $1.9M | 16,280 | $2.4M | 16,280 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.76% | 0.41% | $1.9M | 5,510 | $852,902 | 5,320 | +190+3.57% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.75% | 0.87% | $1.9M | 3,750 | $1.8M | 3,750 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.72% | 1.31% | $1.8M | 25,050 | $2.7M | 28,100 | -3,050-10.85% | Reduce |
 AMGEN INC COMAMGN |
| 0.68% | 0.8% | $1.7M | 4,670 | $1.6M | 4,670 | 00.00% | Unchanged |
 VISA INCV |
| 0.58% | 0.61% | $1.4M | 4,190 | $1.3M | 4,190 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.54% | 0.44% | $1.4M | 1,270 | $899,744 | 1,270 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.52% | 0.6% | $1.3M | 5,100 | $1.2M | 5,100 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.5% | 0.24% | $1.2M | 1,630 | $501,677 | 1,285 | +345+26.85% | Add |
 ANALOG DEVICES INC COMADI |
| 0.47% | 0.46% | $1.2M | 2,970 | $944,876 | 2,970 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.44% | 0.46% | $1.1M | 4,375 | $951,519 | 4,375 | 00.00% | Unchanged |
| GGILEAD SCIENCES INC COMGILD |
| 0.44% | 0.58% | $1.1M | 8,605 | $1.2M | 8,605 | 00.00% | Unchanged |
 BOOKING HOLDINGS INC COMBKNG |
| 0.43% | 0.49% | $1.1M | 6,000 | $1.0M | 240 | +5,760+2,400.00% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.33% | $1.1M | 2,550 | $690,005 | 2,550 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.43% | 0.48% | $1.1M | 13,020 | $990,171 | 13,020 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.42% | 0.5% | $1.1M | 2,050 | $1.0M | 2,050 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.42% | 0.36% | $1.0M | 2,025 | $746,250 | 1,875 | +150+8.00% | Add |
 PEPSICO INCPEP |
| 0.41% | 0.57% | $1.0M | 7,600 | $1.2M | 7,600 | 00.00% | Unchanged |
 T-MOBILE US INC COMTMUS |
| 0.4% | 0.46% | $995,478 | 5,935 | $951,436 | 4,530 | +1,405+31.02% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.37% | 0.42% | $909,787 | 6,650 | $871,682 | 6,650 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.35% | 0.46% | $877,009 | 1,690 | $946,902 | 1,910 | -220-11.52% | Reduce |
 HOME DEPOT INCHD |
| 0.35% | 0.32% | $858,776 | 2,435 | $649,558 | 1,975 | +460+23.29% | Add |
 GE AEROSPACEGE |
| 0.34% | 0.31% | $846,498 | 2,265 | $642,739 | 2,265 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.34% | 0.48% | $845,070 | 2,125 | $979,604 | 2,125 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 0.34% | 0.32% | $841,386 | 4,025 | $662,394 | 4,025 | 00.00% | Unchanged |
| AAT&T INCT |
| 0.34% | 0.57% | $835,556 | 40,365 | $1.2M | 40,365 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.33% | 0.27% | $808,456 | 4,375 | $563,413 | 4,375 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.31% | 0.14% | $772,313 | 1,790 | $293,793 | 1,790 | 00.00% | Unchanged |
