 APPLE INCAAPL |
| 3.38% | 3.21% | $79.8M | 275,669 | $68.8M | 271,282 | +4,387+1.62% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.58% | 2.66% | $60.8M | 303,822 | $57.1M | 327,596 | -23,774-7.26% | Reduce |
 AMAZON COM INCAMZN |
| 1.83% | 2.03% | $43.2M | 181,451 | $43.5M | 208,840 | -27,389-13.11% | Reduce |
 BROADCOM INCAVGO |
| 1.81% | 2.02% | $42.7M | 113,087 | $43.3M | 139,963 | -26,876-19.20% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.66% | 0.54% | $39.0M | 33,819 | $11.6M | 34,347 | -528-1.54% | Reduce |
 MICROSOFT CORPMSFT |
| 1.65% | 2.08% | $39.0M | 104,486 | $44.6M | 120,592 | -16,106-13.36% | Reduce |
 INTEL CORPINTC |
| 1.34% | 0.48% | $31.6M | 226,625 | $10.4M | 235,523 | -8,898-3.78% | Reduce |
 ALPHABET INCGOOGL |
| 1.34% | 1.19% | $31.6M | 88,288 | $25.6M | 88,938 | -650-0.73% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.12% | 1.35% | $26.3M | 192,238 | $29.0M | 171,142 | +21,096+12.33% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.04% | 0.41% | $24.6M | 42,397 | $8.8M | 43,321 | -924-2.13% | Reduce |
 GE VERNOVA INCGEV |
| 1.04% | 0.75% | $24.5M | 20,868 | $16.1M | 18,498 | +2,370+12.81% | Add |
 WELLTOWER INC COMWELL |
| 0.88% | 0.85% | $20.8M | 91,681 | $18.1M | 91,795 | -114-0.12% | Reduce |
 CISCO SYS INCCSCO |
| 0.85% | 0.64% | $19.9M | 169,665 | $13.7M | 176,219 | -6,554-3.72% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.87% | $19.7M | 60,185 | $18.6M | 63,388 | -3,203-5.05% | Reduce |
 TESLA INCTSLA |
| 0.78% | 0.81% | $18.4M | 43,760 | $17.3M | 46,585 | -2,825-6.06% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.72% | 1.04% | $16.9M | 47,747 | $22.4M | 78,185 | -30,438-38.93% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.7% | 0.74% | $16.5M | 121,947 | $15.9M | 120,331 | +1,616+1.34% | Add |
 MERCK & CO INCMRK |
| 0.67% | 0.71% | $15.8M | 122,881 | $15.3M | 127,438 | -4,557-3.58% | Reduce |
 AMGEN INC COMAMGN |
| 0.67% | 0.73% | $15.7M | 43,405 | $15.6M | 44,428 | -1,023-2.30% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.65% | 0.87% | $15.4M | 92,831 | $18.6M | 89,913 | +2,918+3.25% | Add |
 APPLIED MATLS INCAMAT |
| 0.63% | 0.33% | $14.7M | 20,400 | $7.1M | 20,817 | -417-2.00% | Reduce |
 PALO ALTOPANW |
| 0.63% | 0.33% | $14.7M | 43,213 | $7.0M | 43,531 | -318-0.73% | Reduce |
| CCITIGROUP INCC |
| 0.62% | 0.55% | $14.7M | 104,754 | $11.9M | 104,829 | -75-0.07% | Reduce |
 ORACLE CORPORCL |
| 0.62% | 0.63% | $14.6M | 99,546 | $13.5M | 91,886 | +7,660+8.34% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.62% | 0.46% | $14.5M | 19,028 | $9.9M | 25,357 | -6,329-24.96% | Reduce |
 GE AEROSPACEGE |
| 0.6% | 0.49% | $14.1M | 37,663 | $10.5M | 36,991 | +672+1.82% | Add |
 EQUINIX INCEQIX |
| 0.59% | 0.61% | $13.8M | 13,281 | $13.1M | 13,381 | -100-0.75% | Reduce |
 MORGAN STANLEYMS |
| 0.59% | 0.52% | $13.8M | 66,065 | $11.2M | 67,851 | -1,786-2.63% | Reduce |
 CATERPILLAR INCCAT |
| 0.58% | 0.43% | $13.7M | 12,824 | $9.2M | 13,037 | -213-1.63% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.57% | 0.55% | $13.5M | 13,347 | $11.9M | 14,012 | -665-4.75% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.52% | 0.49% | $12.2M | 213,553 | $10.5M | 214,708 | -1,155-0.54% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.5% | 0.41% | $11.8M | 278,272 | $8.8M | 176,046 | +102,226+58.07% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.5% | 0.46% | $11.7M | 52,528 | $9.9M | 52,886 | -358-0.68% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.5% | 0.55% | $11.7M | 162,296 | $11.8M | 163,614 | -1,318-0.81% | Reduce |
| QQUALCOMM INCQCOM |
| 0.48% | 0.37% | $11.3M | 61,419 | $8.0M | 62,112 | -693-1.12% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.48% | 0.52% | $11.3M | 22,663 | $11.1M | 23,123 | -460-1.99% | Reduce |
| AAT&T INCT |
| 0.47% | 0.6% | $11.2M | 540,129 | $12.8M | 441,670 | +98,459+22.29% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.47% | 0.59% | $11.1M | 88,072 | $12.6M | 90,117 | -2,045-2.27% | Reduce |
 WALMART INCWMT |
| 0.47% | 0.59% | $11.0M | 97,489 | $12.7M | 101,853 | -4,364-4.28% | Reduce |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.44% | 0.31% | $10.3M | 25,754 | $6.7M | 20,782 | +4,972+23.92% | Add |
 LAM RESEARCH CORPLRCX |
| 0.43% | 0.25% | $10.0M | 23,178 | $5.3M | 24,809 | -1,631-6.57% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.42% | 0.13% | $10.0M | 4,388 | $2.8M | 4,456 | -68-1.53% | Reduce |
 AMPHENOL CORPAPH |
| 0.42% | 0.34% | $9.9M | 56,241 | $7.2M | 57,068 | -827-1.45% | Reduce |
 ELI LILLY & COLLY |
| 0.42% | 0.36% | $9.9M | 8,257 | $7.8M | 8,428 | -171-2.03% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.42% | 0.84% | $9.8M | 94,642 | $17.9M | 135,980 | -41,338-30.40% | Reduce |
 META PLATFORMS INCMETA |
| 0.41% | 0.47% | $9.8M | 17,333 | $10.2M | 17,748 | -415-2.34% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 0.41% | 0.54% | $9.7M | 54,029 | $11.6M | 64,542 | -10,513-16.29% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.41% | 0.47% | $9.6M | 20,000 | $10.1M | 30,000 | -10,000-33.33% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.39% | 0.37% | $9.3M | 29,182 | $7.9M | 29,196 | -14-0.05% | Reduce |
 RTX CORPORATIONRTX |
| 0.39% | 0.45% | $9.2M | 48,346 | $9.7M | 50,279 | -1,933-3.84% | Reduce |
