S SAMSARA INC CLASS A IOT
3.65% 3.65% $303,415 9,356 $296,492 9,356 0 0.00% Unchanged R RIVIAN AUTOMOTIVE INC CLASS A RIVN
3.62% 3.21% $300,363 17,312 $260,546 17,312 0 0.00% Unchanged EAST WEST BANCORP INC EWBC
3.35% 2.71% $278,045 1,826 $219,848 2,076 -250 -12.04% Reduce JPMORGAN CHASE & CO JPM
3.24% 2.98% $269,065 822 $241,800 822 0 0.00% Unchanged VISA INC V
3.2% 2.89% $265,895 775 $234,236 775 0 0.00% Unchanged D DOORDASH INC DASH
3.12% 2.59% $258,896 1,403 $210,660 1,403 0 0.00% Unchanged AMGEN INC COM AMGN
3.11% 3.09% $257,829 712 $250,517 712 0 0.00% Unchanged PG&E CORP PCG
3.08% 3.62% $255,916 15,215 $293,683 16,715 -1,500 -8.97% Reduce COSTCO WHOLESALE CORPORATION COST
3.08% 3.35% $255,383 273 $272,025 273 0 0.00% Unchanged HUMANA INC COM HUM
3.07% 2.97% $254,618 641 $241,185 1,391 -750 -53.92% Reduce CHEVRON CORPORATION CVX
3.03% 3.86% $251,292 1,516 $313,660 1,516 0 0.00% Unchanged ALPHABET INC GOOGL
3.01% 3.54% $250,159 700 $287,560 1,000 -300 -30.00% Reduce VITAL FARMS INC VITL
3.01% 2% $249,905 21,488 $162,211 11,488 +10,000 +87.05% Add LIVE NATION ENTERTAINMENT IN LYV
3% 3.03% $249,213 1,361 $245,694 1,611 -250 -15.52% Reduce AMAZON COM INC AMZN
2.98% 2.66% $247,159 1,037 $215,976 1,037 0 0.00% Unchanged VAIL RESORTS INC MTN
2.91% 2.81% $241,939 1,777 $228,025 1,777 0 0.00% Unchanged HOME DEPOT INC HD
2.87% 2.74% $238,412 676 $222,330 676 0 0.00% Unchanged UNION PAC CORP UNP
2.82% 3.02% $233,920 860 $245,046 1,010 -150 -14.85% Reduce DANAHER CORP DEL COM DHR
2.79% 2.84% $231,433 1,215 $230,364 1,215 0 0.00% Unchanged SHOPIFY INC SHOP
2.72% 2.89% $225,848 1,978 $234,630 1,978 0 0.00% Unchanged S SONOS INC SONO
2.68% 2.71% $222,338 16,433 $220,202 16,433 0 0.00% Unchanged T TOAST INC CL A TOST
2.63% 2.56% $218,137 7,841 $207,865 7,841 0 0.00% Unchanged ELEVANCE HEALTH INC FORMERLY ELV
2.63% 3.12% $218,116 564 $252,936 864 -300 -34.72% Reduce INTUITIVE SURGICAL INC ISRG
2.61% 2.67% $216,736 545 $216,665 470 +75 +15.96% Add A ALARM COM HLDGS INC ALRM
2.6% 2.46% $215,846 4,620 $199,538 4,620 0 0.00% Unchanged MOODYS CORP MCO
2.57% 2.53% $213,325 471 $205,474 471 0 0.00% Unchanged S SWEETGREEN INC SG
2.57% 2.19% $213,299 24,211 $177,555 34,211 -10,000 -29.23% Reduce M MARSH & MCLENNAN COS INC COM MRSH
2.57% 2.73% $213,004 1,278 $221,669 1,278 0 0.00% Unchanged B BECTON DICKINSON & CO COM BDX
2.56% 2.72% $212,619 1,405 $220,908 1,405 0 0.00% Unchanged AMER SPORTS INC COM SHS AS
2.55% 2.54% $211,940 6,263 $206,178 6,263 0 0.00% Unchanged CROWN CASTLE INC COM CCI
2.4% 2.64% $199,624 2,636 $214,333 2,636 0 0.00% Unchanged STERIS PLC STE
2.4% 2.58% $199,199 946 $209,189 946 0 0.00% Unchanged O ON HLDG AG ONON
2.35% 2.31% $194,987 5,505 $187,280 5,505 0 0.00% Unchanged COSTAR GROUP INC CSGP
2.33% 2.4% $193,171 6,821 $194,479 4,821 +2,000 +41.49% Add INTERCONTINENTAL EXCHANGE INC COM ICE
2.17% 2.83% $179,864 1,461 $229,786 1,461 0 0.00% Unchanged WATERS CORP WAT
0.74% 0.6% $61,132 163 $48,541 163 0 0.00% Unchanged 
