NVIDIA CORPORATION NVDA
7.05% 7.31% $357.3M 1.8M $326.7M 1.9M -87,558 -4.67% Reduce APPLE INC AAPL
6.49% 6.45% $328.6M 1.1M $288.3M 1.1M -255 -0.02% Reduce MICROSOFT CORP MSFT
4.02% 4.52% $203.5M 545,603 $202.0M 545,665 -62 -0.01% Reduce AMAZON COM INC AMZN
3.53% 3.46% $178.7M 749,782 $154.8M 743,471 +6,311 +0.85% Add ALPHABET INC GOOGL
3.18% 2.89% $161.0M 450,521 $129.3M 449,766 +755 +0.17% Add BROADCOM INC AVGO
2.59% 2.41% $131.4M 347,810 $107.7M 348,118 -308 -0.09% Reduce A Alphabet Inc Class C GOOG
2.49% 2.41% $126.4M 357,708 $107.9M 376,116 -18,408 -4.89% Reduce MICRON TECHNOLOGY INC MU
1.99% 0.66% $100.6M 87,176 $29.4M 86,976 +200 +0.23% Add META PLATFORMS INC META
1.89% 2.15% $95.7M 169,921 $96.3M 168,331 +1,590 +0.94% Add TESLA INC TSLA
1.81% 1.82% $91.8M 218,333 $81.2M 218,508 -175 -0.08% Reduce ELI LILLY & CO LLY
1.47% 1.28% $74.4M 62,007 $57.1M 62,109 -102 -0.16% Reduce ADVANCED MICRO DEVICES INC AMD
1.44% 0.57% $73.2M 125,986 $25.6M 125,875 +111 +0.09% Add JPMORGAN CHASE & CO JPM
1.34% 1.38% $67.8M 206,989 $61.9M 210,420 -3,431 -1.63% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
1.05% 1.14% $53.4M 106,642 $50.9M 106,304 +338 +0.32% Add INTEL CORP INTC
0.95% 0.35% $48.0M 343,686 $15.4M 349,618 -5,932 -1.70% Reduce JOHNSON & JOHNSON JNJ
0.93% 1.02% $47.3M 186,053 $45.5M 186,152 -99 -0.05% Reduce APPLIED MATLS INC AMAT
0.88% 0.47% $44.6M 61,689 $20.9M 61,293 +396 +0.65% Add VISA INC V
0.88% 0.88% $44.4M 129,314 $39.4M 130,298 -984 -0.76% Reduce EXXON MOBIL CORP XOM
0.87% 1.24% $43.8M 320,681 $55.3M 326,021 -5,340 -1.64% Reduce LAM RESEARCH CORP LRCX
0.83% 0.46% $42.2M 97,276 $20.7M 97,088 +188 +0.19% Add CATERPILLAR INC CAT
0.76% 0.57% $38.6M 36,242 $25.6M 36,186 +56 +0.15% Add WALMART INC WMT
0.76% 0.94% $38.4M 339,374 $42.1M 338,953 +421 +0.12% Add CISCO SYS INC CSCO
0.71% 0.53% $35.9M 305,997 $23.7M 305,334 +663 +0.22% Add ABBVIE INC ABBV
0.68% 0.66% $34.5M 137,221 $29.7M 136,605 +616 +0.45% Add MASTERCARD INCORPORATED MA
0.65% 0.73% $33.1M 64,362 $32.7M 65,441 -1,079 -1.65% Reduce COSTCO WHOLESALE CORPORATION COST
0.64% 0.77% $32.2M 34,412 $34.2M 34,323 +89 +0.26% Add KLA CORP KLAC
0.61% 0.33% $31.0M 102,650 $15.0M 10,161 +92,489 +910.24% Add GE AEROSPACE GE
0.6% 0.52% $30.6M 81,838 $23.1M 81,566 +272 +0.33% Add B BANK OF AMER CORP BAC
0.59% 0.58% $29.7M 520,982 $25.8M 529,624 -8,642 -1.63% Reduce UNITEDHEALTH GROUP INC UNH
0.58% 0.42% $29.3M 70,448 $18.9M 69,959 +489 +0.70% Add HOME DEPOT INC HD
0.54% 0.57% $27.6M 78,117 $25.3M 76,885 +1,232 +1.60% Add PROCTER & GAMBLE CO PG
0.53% 0.58% $26.6M 181,505 $26.1M 180,676 +829 +0.46% Add MERCK & CO INC MRK
0.49% 0.52% $24.8M 193,075 $23.1M 191,707 +1,368 +0.71% Add COCA COLA CO KO
0.48% 0.54% $24.3M 299,206 $24.0M 316,108 -16,902 -5.35% Reduce CHEVRON CORPORATION CVX
0.48% 0.68% $24.1M 145,456 $30.6M 147,827 -2,371 -1.60% Reduce NETFLIX INC NFLX
0.46% 0.7% $23.5M 328,817 $31.5M 327,463 +1,354 +0.41% Add GOLDMAN SACHS GROUP INC GS
0.46% 0.44% $23.1M 22,815 $19.6M 23,203 -388 -1.67% Reduce ROYAL BK CDA COM RY
0.43% 0.39% $22.0M 106,193 $17.4M 107,949 -1,756 -1.63% Reduce TEXAS INSTRS INC TXN
0.42% 0.31% $21.2M 70,958 $13.6M 70,269 +689 +0.98% Add PALO ALTO PANW
0.41% 0.22% $20.9M 61,381 $10.0M 62,464 -1,083 -1.73% Reduce I INTERNATIONAL BUSINESS MACHS IBM
0.41% 0.39% $20.6M 73,345 $17.5M 72,294 +1,051 +1.45% Add MARVELL TECHNOLOGY INC MRVL
0.4% 0.15% $20.0M 67,215 $6.5M 65,721 +1,494 +2.27% Add RTX CORPORATION RTX
0.39% 0.45% $20.0M 105,377 $20.0M 103,552 +1,825 +1.76% Add WELLS FARGO CO NEW WFC
0.39% 0.43% $19.7M 238,714 $19.3M 242,630 -3,916 -1.61% Reduce ORACLE CORP ORCL
0.39% 0.44% $19.7M 134,290 $19.6M 133,274 +1,016 +0.76% Add PALANTIR TECHNOLOGIES INC PLTR
0.39% 0.58% $19.6M 167,666 $25.8M 176,619 -8,953 -5.07% Reduce C CITIGROUP INC C
0.38% 0.35% $19.0M 136,054 $15.7M 138,247 -2,193 -1.59% Reduce LINDE PLC LIN
0.37% 0.4% $19.0M 36,613 $17.9M 36,118 +495 +1.37% Add MORGAN STANLEY MS
0.37% 0.34% $18.9M 90,308 $15.1M 91,764 -1,456 -1.59% Reduce WESTERN DIGITAL CORP WDC
0.34% 0.16% $17.3M 27,105 $7.2M 26,436 +669 +2.53% Add 
