JOHNSON & JOHNSON JNJ
4.59% 5.19% $420.8M 1.7M $404.0M 1.7M +4,246 +0.26% Add APPLE INC AAPL
3.83% 3.99% $350.9M 1.2M $310.5M 1.2M -10,929 -0.89% Reduce MICRON TECHNOLOGY INC MU
2.74% 1.14% $251.1M 217,570 $88.6M 262,297 -44,727 -17.05% Reduce NVIDIA CORPORATION NVDA
2.09% 2.15% $191.0M 954,703 $167.2M 958,825 -4,122 -0.43% Reduce BROADCOM INC AVGO
1.86% 1.79% $170.6M 451,507 $139.2M 449,852 +1,655 +0.37% Add MICROSOFT CORP MSFT
1.77% 2.04% $162.5M 435,694 $158.8M 429,111 +6,583 +1.53% Add I INVESCO QQQ TR QQQ
1.59% 1.46% $146.0M 198,228 $113.3M 196,375 +1,853 +0.94% Add S STATE STR SPDR S&P 500 ETF T SPY
1.56% 1.59% $142.7M 191,109 $123.6M 190,092 +1,017 +0.54% Add V VANGUARD INDEX FDS VB
1.53% 1.54% $140.2M 462,685 $120.1M 458,673 +4,012 +0.87% Add G GENERAL DYNAMICS CORP GD
1.53% 1.52% $140.0M 378,423 $118.2M 368,526 +9,897 +2.69% Add JPMORGAN CHASE & CO JPM
1.48% 1.56% $135.5M 413,954 $121.7M 413,660 +294 +0.07% Add AMAZON COM INC AMZN
1.42% 1.43% $129.9M 545,210 $111.5M 535,581 +9,629 +1.80% Add ALPHABET INC GOOGL
1.33% 1.28% $122.0M 341,301 $99.9M 347,384 -6,083 -1.75% Reduce A Alphabet Inc Class C GOOG
1.31% 1.26% $120.2M 340,303 $98.2M 342,387 -2,084 -0.61% Reduce CATERPILLAR INC CAT
1.28% 1.01% $117.2M 110,066 $78.7M 111,072 -1,006 -0.91% Reduce META PLATFORMS INC META
1.25% 1.2% $114.8M 203,836 $93.0M 162,529 +41,307 +25.42% Add LAM RESEARCH CORP LRCX
1.21% 0.79% $110.8M 255,656 $61.4M 287,487 -31,831 -11.07% Reduce I ISHARES TR IVV
1.16% 1.2% $106.7M 142,460 $93.4M 142,920 -460 -0.32% Reduce COHERENT CORP COHR
1.08% 0.89% $98.6M 249,909 $69.3M 290,965 -41,056 -14.11% Reduce I ISHARES MSCI QUAL
1.04% 1.06% $95.3M 434,127 $82.4M 429,470 +4,657 +1.08% Add MORGAN STANLEY MS
1.02% 0.95% $93.5M 447,409 $74.0M 449,474 -2,065 -0.46% Reduce V VANGUARD INTL EQUITY INDEX F VEU
0.99% 1.02% $90.5M 1.1M $79.4M 1.1M +23,711 +2.24% Add V VANGUARD WHITEHALL FDS VYM
0.96% 1.05% $87.9M 556,485 $81.6M 550,774 +5,711 +1.04% Add CISCO SYS INC CSCO
0.9% 0.7% $82.8M 704,734 $54.8M 706,683 -1,949 -0.28% Reduce ELI LILLY & CO LLY
0.81% 0.73% $74.4M 62,043 $57.0M 61,937 +106 +0.17% Add APPLIED MATLS INC AMAT
0.73% 0.42% $67.0M 92,679 $32.4M 94,850 -2,171 -2.29% Reduce CORNING INC GLW
0.72% 0.47% $66.4M 259,947 $36.9M 271,440 -11,493 -4.23% Reduce MERCK & CO INC MRK
0.68% 0.75% $62.6M 486,775 $58.4M 485,756 +1,019 +0.21% Add VISA INC V
0.66% 0.69% $60.8M 177,218 $53.3M 176,369 +849 +0.48% Add U ULTRA CLEAN HLDGS INC UCTT
0.62% 0.35% $57.0M 399,934 $27.5M 441,659 -41,725 -9.45% Reduce HOME DEPOT INC HD
0.6% 0.64% $54.8M 155,404 $49.8M 151,546 +3,858 +2.55% Add WALMART INC WMT
0.6% 0.77% $54.8M 483,782 $60.2M 484,112 -330 -0.07% Reduce AMERICAN EXPRESS CO AXP
0.6% 0.62% $54.7M 161,660 $48.2M 159,355 +2,305 +1.45% Add V VANGUARD WORLD FD VGT
0.59% 0.51% $53.7M 449,691 $39.5M 56,565 +393,126 +695.00% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.58% 0.64% $53.4M 106,788 $50.1M 104,478 +2,310 +2.21% Add EATON CORP PLC ETN
0.58% 0.57% $53.2M 124,878 $44.5M 124,522 +356 +0.29% Add BLOOM ENERGY CORP BE
0.58% 0.36% $53.1M 175,306 $28.4M 209,349 -34,043 -16.26% Reduce REGENERON PHARMACEUTICALS REGN
0.55% 0.82% $50.7M 81,247 $63.8M 82,512 -1,265 -1.53% Reduce B BANK OF AMER CORP BAC
0.55% 0.55% $50.0M 877,301 $43.1M 885,036 -7,735 -0.87% Reduce N NLIGHT INC LASR
0.54% 0.55% $49.6M 712,536 $42.7M 748,299 -35,763 -4.78% Reduce V VICOR CORP VICR
0.54% 0.32% $49.6M 130,492 $25.1M 155,976 -25,484 -16.34% Reduce S SCHWAB STRATEGIC TR SCHD
0.53% 0.58% $48.4M 1.5M $45.1M 1.5M +57,420 +3.91% Add ROYAL CARIBBEAN RCL
0.53% 0.54% $48.3M 152,004 $42.3M 153,882 -1,878 -1.22% Reduce ABBVIE INC ABBV
0.51% 0.52% $46.9M 186,566 $40.5M 186,380 +186 +0.10% Add C CITIGROUP INC C
0.51% 0.49% $46.5M 332,112 $37.8M 333,255 -1,143 -0.34% Reduce I INTERNATIONAL BUSINESS MACHS IBM
0.49% 0.46% $45.2M 160,772 $35.8M 147,678 +13,094 +8.87% Add GOLAR LNG LTD SHS GLNG
0.49% 0.65% $44.6M 895,488 $50.7M 936,976 -41,488 -4.43% Reduce LUMENTUM HLDGS INC LITE
0.48% 0.68% $44.4M 51,692 $52.6M 74,890 -23,198 -30.98% Reduce RTX CORPORATION RTX
0.47% 0.57% $43.3M 228,174 $44.4M 230,294 -2,120 -0.92% Reduce I ICHOR HOLDINGS ICHR
0.47% 0.24% $42.6M 379,392 $19.0M 408,307 -28,915 -7.08% Reduce 
