 NVIDIA CORPORATIONNVDA |
| 5% | 4.97% | $734.0M | 3.7M | $640.3M | 3.7M | -3,098-0.08% | Reduce |
 APPLE INCAAPL |
| 3.54% | 3.72% | $520.3M | 1.8M | $479.6M | 1.9M | -91,721-4.85% | Reduce |
 ALPHABET INCGOOGL |
| 3.03% | 2.75% | $444.4M | 1.2M | $354.7M | 1.2M | +9,898+0.80% | Add |
 MICROSOFT CORPMSFT |
| 2.78% | 3.19% | $407.7M | 1.1M | $410.7M | 1.1M | -16,314-1.47% | Reduce |
 AMAZON COM INCAMZN |
| 2.67% | 2.73% | $392.7M | 1.6M | $352.5M | 1.7M | -44,955-2.66% | Reduce |
 BROADCOM INCAVGO |
| 2.27% | 2.04% | $333.4M | 882,696 | $263.2M | 850,380 | +32,316+3.80% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.59% | 0.6% | $234.1M | 202,775 | $77.1M | 228,340 | -25,565-11.20% | Reduce |
 META PLATFORMS INCMETA |
| 1.41% | 1.66% | $206.4M | 366,423 | $214.1M | 374,237 | -7,814-2.09% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.13% | $184.4M | 521,771 | $145.2M | 506,051 | +15,720+3.11% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.25% | 0.56% | $182.9M | 314,887 | $71.8M | 353,090 | -38,203-10.82% | Reduce |
 ELI LILLY & COLLY |
| 1.22% | 1.08% | $179.5M | 149,662 | $138.7M | 150,845 | -1,183-0.78% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.96% | 0.96% | $141.3M | 431,535 | $123.8M | 420,831 | +10,704+2.54% | Add |
 KLA CORPKLAC |
| 0.85% | 0.5% | $125.3M | 415,250 | $64.3M | 43,675 | +371,575+850.77% | Add |
 TESLA INCTSLA |
| 0.8% | 0.85% | $117.8M | 280,124 | $109.0M | 293,112 | -12,988-4.43% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.79% | 0.32% | $115.7M | 268,090 | $41.4M | 252,230 | +15,860+6.29% | Add |
 CHUBB LIMITEDCB |
| 0.69% | 0.66% | $102.1M | 299,597 | $84.6M | 259,587 | +40,010+15.41% | Add |
 VISA INCV |
| 0.67% | 0.67% | $98.4M | 286,676 | $86.4M | 285,876 | +800+0.28% | Add |
| QQUALCOMM INCQCOM |
| 0.6% | 0.52% | $88.8M | 480,503 | $66.7M | 518,213 | -37,710-7.28% | Reduce |
 CISCO SYS INCCSCO |
| 0.59% | 0.54% | $87.2M | 742,453 | $69.4M | 894,093 | -151,640-16.96% | Reduce |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 0.57% | 0.57% | $84.1M | 2.5M | $73.7M | 2.4M | +36,050+1.47% | Add |
 APPLIED MATLS INCAMAT |
| 0.56% | 0.32% | $82.9M | 114,610 | $41.9M | 122,470 | -7,860-6.42% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.56% | 0.46% | $82.5M | 293,420 | $59.3M | 301,412 | -7,992-2.65% | Reduce |
 ABBVIE INCABBV |
| 0.55% | 0.49% | $80.2M | 318,801 | $63.2M | 290,591 | +28,210+9.71% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.52% | 0.52% | $76.7M | 78,383 | $67.0M | 74,822 | +3,561+4.76% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.51% | 0.48% | $74.3M | 144,697 | $61.7M | 123,417 | +21,280+17.24% | Add |
 MORGAN STANLEYMS |
| 0.49% | 0.43% | $72.4M | 346,119 | $55.8M | 339,029 | +7,090+2.09% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.49% | 0.53% | $71.9M | 143,766 | $68.9M | 143,766 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.47% | 0.34% | $68.7M | 143,900 | $43.9M | 129,780 | +14,120+10.88% | Add |
 UNITED RENTALS INCURI |
| 0.45% | 0.32% | $66.6M | 58,772 | $41.9M | 57,462 | +1,310+2.28% | Add |
 CUMMINS INCCMI |
| 0.45% | 0.43% | $66.2M | 92,768 | $55.0M | 102,267 | -9,499-9.29% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.44% | 0.42% | $64.8M | 1.1M | $54.6M | 1.1M | +17,210+1.54% | Add |
 WALMART INCWMT |
| 0.43% | 0.54% | $63.9M | 563,759 | $69.7M | 560,476 | +3,283+0.59% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.42% | 0.43% | $61.1M | 337,888 | $55.0M | 332,345 | +5,543+1.67% | Add |
 NETFLIX INCNFLX |
| 0.41% | 0.55% | $59.9M | 839,093 | $71.4M | 742,115 | +96,978+13.07% | Add |
 BANCO SANTANDER SA ADRSAN |
| 0.4% | 0.37% | $58.8M | 4.3M | $47.9M | 4.2M | +14,930+0.35% | Add |
 HCA HEALTHCARE INCHCA |
| 0.4% | 0.55% | $58.7M | 150,482 | $71.3M | 150,712 | -230-0.15% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.38% | 0.52% | $56.4M | 725,500 | $66.5M | 731,230 | -5,730-0.78% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.38% | 0.66% | $55.7M | 440,600 | $85.6M | 614,360 | -173,760-28.28% | Reduce |
| IING GROEP N.V. SPONSORED ADRING |
| 0.38% | 0.36% | $55.6M | 1.8M | $46.0M | 1.8M | +7,690+0.44% | Add |
 JABIL INCJBL |
| 0.37% | 0.32% | $54.8M | 142,274 | $41.5M | 156,414 | -14,140-9.04% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.37% | 0.41% | $54.6M | 660,331 | $52.4M | 658,730 | +1,601+0.24% | Add |
 SHELL PLCSHEL |
| 0.36% | 0.48% | $52.8M | 681,430 | $62.4M | 670,690 | +10,740+1.60% | Add |
| RRIO TINTO PLCBBP |
| 0.36% | 0.39% | $52.6M | 554,020 | $50.9M | 545,770 | +8,250+1.51% | Add |
 VALE S AVALE |
| 0.36% | 0.42% | $52.2M | 3.5M | $54.5M | 3.4M | +47,270+1.38% | Add |
 FIFTH THIRD BANCORP COMFITB |
| 0.35% | 0.28% | $52.1M | 924,341 | $35.8M | 771,052 | +153,289+19.88% | Add |
 INTEL CORPINTC |
| 0.35% | 0.12% | $51.9M | 371,695 | $15.8M | 357,695 | +14,000+3.91% | Add |
 MEDTRONIC PLCMDT |
| 0.35% | 0.47% | $51.6M | 659,759 | $60.8M | 701,959 | -42,200-6.01% | Reduce |
 CITIZENS FINL GROUP INCCFG |
| 0.35% | 0.31% | $50.9M | 726,754 | $39.3M | 655,634 | +71,120+10.85% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.35% | 0.26% | $50.9M | 122,360 | $33.1M | 122,360 | 00.00% | Unchanged |
| MMITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADSMUFG |
| 0.34% | 0.33% | $49.9M | 2.5M | $42.5M | 2.5M | 00.00% | Unchanged |
