NVIDIA CORPORATION NVDA
3.21% 3% $544.9M 2.7M $417.2M 2.4M +330,772 +13.83% Add AMAZON COM INC AMZN
2% 1.37% $339.4M 1.4M $190.0M 912,318 +511,689 +56.09% Add APPLE INC AAPL
1.96% 2.15% $333.3M 1.2M $298.7M 1.2M -25,143 -2.14% Reduce MICROSOFT CORP MSFT
1.54% 1.75% $262.1M 702,759 $244.0M 659,051 +43,708 +6.63% Add MICRON TECHNOLOGY INC MU
1.54% 1.37% $261.5M 226,509 $190.5M 563,749 -337,240 -59.82% Reduce TESLA INC TSLA
1.2% 1.13% $202.9M 482,364 $157.0M 422,409 +59,955 +14.19% Add ALPHABET INC GOOGL
1.16% 1.04% $196.7M 550,326 $144.6M 502,814 +47,512 +9.45% Add JPMORGAN CHASE & CO JPM
1.14% 0.2% $193.8M 591,965 $28.2M 95,905 +496,060 +517.24% Add A Alphabet Inc Class C GOOG
1.08% 0.63% $183.7M 519,782 $87.2M 303,864 +215,918 +71.06% Add META PLATFORMS INC META
0.95% 0.29% $161.1M 286,045 $39.8M 69,490 +216,555 +311.63% Add INTUIT INTU
0.93% 0.46% $157.6M 603,965 $64.2M 148,401 +455,564 +306.98% Add COSTCO WHOLESALE CORPORATION COST
0.69% — $116.9M 124,912 $0 0 +124,912 New Buy PALANTIR TECHNOLOGIES INC PLTR
0.67% 0.84% $114.4M 980,713 $116.3M 795,002 +185,711 +23.36% Add BROADCOM INC AVGO
0.66% 1.11% $112.2M 296,965 $154.8M 500,230 -203,265 -40.63% Reduce ELI LILLY & CO LLY
0.65% 0.56% $109.9M 91,650 $78.2M 85,026 +6,624 +7.79% Add INTUITIVE SURGICAL INC ISRG
0.62% 0.21% $105.0M 264,023 $29.3M 63,614 +200,409 +315.04% Add PEPSICO INC PEP
0.57% 0.7% $96.9M 715,999 $96.9M 624,161 +91,838 +14.71% Add WELLS FARGO CO NEW WFC
0.56% 0.39% $94.5M 1.1M $54.8M 688,585 +455,163 +66.10% Add NETFLIX INC NFLX
0.55% 0.01% $93.5M 1.3M $1.8M 18,900 +1.3M +6,825.50% Add MEDTRONIC PLC MDT
0.55% 0.07% $93.3M 1.2M $10.1M 116,207 +1.1M +926.82% Add A AT&T INC T
0.54% 0.26% $91.4M 4.4M $36.0M 1.2M +3.2M +255.38% Add ACCENTURE PLC IRELAND ACN
0.52% 0.63% $88.2M 708,984 $88.0M 443,626 +265,358 +59.82% Add TJX COS INC NEW TJX
0.51% 0.32% $86.5M 570,853 $44.6M 279,479 +291,374 +104.26% Add ROSS STORES INC COM ROST
0.47% 0.46% $80.0M 375,752 $64.0M 295,564 +80,188 +27.13% Add CHEVRON CORPORATION CVX
0.46% 0.36% $78.1M 471,094 $49.6M 239,545 +231,549 +96.66% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.44% 0.43% $74.5M 148,959 $60.0M 125,119 +23,840 +19.05% Add S STATE STR SPDR S&P 500 ETF T SPY
0.43% — $73.8M 98,881 $0 0 +98,881 New Buy COCA COLA CO KO
0.43% 0.38% $73.3M 902,526 $53.1M 697,883 +204,643 +29.32% Add INTEL CORP INTC
0.42% 0.1% $70.6M 505,709 $13.4M 302,948 +202,761 +66.93% Add ORACLE CORP ORCL
0.41% 0.16% $69.0M 471,151 $22.4M 151,933 +319,218 +210.10% Add DISNEY WALT CO DIS
0.4% 0.2% $68.7M 713,429 $27.6M 286,642 +426,787 +148.89% Add B BANK OF AMER CORP BAC
0.39% 0.33% $66.2M 1.2M $45.7M 938,177 +222,904 +23.76% Add S SANDISK CORP COM SNDK
0.39% 0.24% $65.8M 28,949 $32.9M 51,715 -22,766 -44.02% Reduce IDEXX LABS INC COM IDXX
0.38% — $65.0M 123,380 $0 0 +123,380 New Buy WALMART INC WMT
0.38% 0.3% $64.9M 573,137 $42.0M 337,947 +235,190 +69.59% Add ADVANCED MICRO DEVICES INC AMD
0.37% — $62.8M 108,110 $0 0 +108,110 New Buy SYNOPSYS INC SNPS
0.37% 0.01% $62.0M 139,099 $951,552 2,400 +136,699 +5,695.79% Add C CITIGROUP INC C
0.36% 0.84% $61.9M 442,187 $116.5M 1.0M -585,489 -56.97% Reduce CASEYS GEN STORES INC CASY
0.36% — $61.3M 77,077 $0 0 +77,077 New Buy SEAGATE TECHNOLOGY HLDNGS PL STX
0.35% 0.13% $59.1M 61,229 $18.8M 47,893 +13,336 +27.85% Add NOVO-NORDISK A S NVO
0.35% 0.26% $58.8M 1.2M $36.1M 982,773 +244,632 +24.89% Add RTX CORPORATION RTX
0.35% 0.37% $58.7M 309,311 $50.8M 263,543 +45,768 +17.37% Add COPART INC COM CPRT
0.34% 0.49% $57.2M 2.0M $68.5M 2.1M -35,942 -1.74% Reduce BLOOM ENERGY CORP BE
0.32% 0.05% $53.5M 176,703 $7.5M 55,369 +121,334 +219.14% Add CATERPILLAR INC CAT
0.31% 0.01% $53.5M 50,198 $1.6M 2,200 +47,998 +2,181.73% Add C CARNIVAL CORP LTD COMMON SHARES CCL
0.31% 0.22% $53.2M 1.9M $30.3M 1.2M +692,292 +59.14% Add HEWLETT PACKARD ENTERPRISE C HPE
0.31% — $53.1M 1.2M $0 0 +1.2M New Buy Q QUALCOMM INC QCOM
0.31% 0.02% $52.6M 284,863 $3.4M 26,152 +258,711 +989.26% Add BOSTON SCIENTIFIC CORP COM BSX
0.3% 0.18% $51.3M 1.2M $25.2M 400,891 +801,950 +200.04% Add BOEING CO BA
0.3% 0.15% $50.7M 234,364 $21.3M 106,803 +127,561 +119.44% Add 
