 ADVANCED MICRO DEVICES INCAMD |
| 13.33% | 5.86% | $31.2M | 53,841 | $11.0M | 53,845 | -4-0.01% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 11.93% | 13.04% | $27.9M | 139,757 | $24.4M | 139,888 | -131-0.09% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 11.84% | 18.59% | $27.7M | 237,548 | $34.8M | 237,697 | -149-0.06% | Reduce |
 TESLA INCTSLA |
| 10.78% | 11.94% | $25.2M | 60,013 | $22.3M | 60,063 | -50-0.08% | Reduce |
 PALO ALTOPANW |
| 8.59% | 5.04% | $20.1M | 58,955 | $9.4M | 58,834 | +121+0.21% | Add |
 VERTIV HOLDINGS COVRT |
| 6.73% | 6.32% | $15.8M | 47,176 | $11.8M | 47,151 | +25+0.05% | Add |
 APPLE INCAAPL |
| 6.73% | 7.62% | $15.8M | 54,556 | $14.3M | 56,180 | -1,624-2.89% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 6.63% | 4.93% | $15.5M | 60,956 | $9.2M | 61,089 | -133-0.22% | Reduce |
 MICROSOFT CORPMSFT |
| 5% | 6.19% | $11.7M | 31,356 | $11.6M | 31,296 | +60+0.19% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.04% | 4.05% | $7.1M | 7,587 | $7.6M | 7,612 | -25-0.33% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 2.92% | 3.13% | $6.8M | 381,363 | $5.9M | 368,451 | +12,912+3.50% | Add |
 AMAZON COM INCAMZN |
| 2.88% | 3.13% | $6.7M | 28,255 | $5.9M | 28,098 | +157+0.56% | Add |
 META PLATFORMS INCMETA |
| 1.83% | 2.22% | $4.3M | 7,614 | $4.1M | 7,245 | +369+5.09% | Add |
 PROGRESSIVE CORPPGR |
| 1.8% | 2.12% | $4.2M | 19,249 | $4.0M | 20,043 | -794-3.96% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 1.52% | 0.97% | $3.6M | 35,876 | $1.8M | 23,413 | +12,463+53.23% | Add |
 GE AEROSPACEGE |
| 1.08% | 1% | $2.5M | 6,755 | $1.9M | 6,609 | +146+2.21% | Add |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.78% | 0.84% | $1.8M | 500,349 | $1.6M | 509,425 | -9,076-1.78% | Reduce |
 ALPHABET INCGOOGL |
| 0.52% | 0.37% | $1.2M | 3,411 | $687,556 | 2,391 | +1,020+42.66% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.33% | 0.45% | $764,141 | 3,046 | $850,596 | 3,046 | 00.00% | Unchanged |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.28% | 0.3% | $653,611 | 7,435 | $563,506 | 7,668 | -233-3.04% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.22% | 0.25% | $504,424 | 14,836 | $474,900 | 14,836 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.18% | 0.25% | $410,803 | 1,033 | $476,203 | 1,033 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.14% | $330,364 | 935 | $268,214 | 935 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.13% | 0.18% | $303,289 | 2,654 | $329,839 | 2,654 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.13% | 0.13% | $299,556 | 793 | $245,441 | 793 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.12% | 0.14% | $292,458 | 299 | $267,677 | 299 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 0.12% | — | $275,941 | 1,565 | $0 | 0 | +1,565 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.11% | 0.14% | $267,429 | 817 | $267,391 | 909 | -92-10.12% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.11% | 0.12% | $257,837 | 959 | $221,011 | 959 | 00.00% | Unchanged |
| HHIMS & HERS HEALTH INCHIMS |
| 0.1% | — | $237,212 | 6,842 | $0 | 0 | +6,842 | New Buy |
 CATERPILLAR INCCAT |
| 0.1% | — | $234,278 | 220 | $0 | 0 | +220 | New Buy |
