 ALPHABET INCGOOGL |
| 5.27% | 5.42% | $21.6M | 60,347 | $17.9M | 62,264 | -1,917-3.08% | Reduce |
 APPLE INCAAPL |
| 5.02% | 5.47% | $20.5M | 70,984 | $18.1M | 71,299 | -315-0.44% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.01% | 2.22% | $20.5M | 35,322 | $7.3M | 36,128 | -806-2.23% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.81% | 2.88% | $19.7M | 27,270 | $9.5M | 27,882 | -612-2.19% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.1% | 4.49% | $16.8M | 83,873 | $14.8M | 85,061 | -1,188-1.40% | Reduce |
 BROADCOM INCAVGO |
| 3.62% | 3.71% | $14.8M | 39,256 | $12.3M | 39,616 | -360-0.91% | Reduce |
 MICROSOFT CORPMSFT |
| 3.1% | 3.84% | $12.7M | 34,036 | $12.7M | 34,242 | -206-0.60% | Reduce |
 KLA CORPKLAC |
| 3.09% | 1.87% | $12.7M | 42,000 | $6.2M | 4,203 | +37,797+899.29% | Add |
 CISCO SYS INCCSCO |
| 2.25% | 1.92% | $9.2M | 78,565 | $6.3M | 81,834 | -3,269-3.99% | Reduce |
 AMAZON COM INCAMZN |
| 2.08% | 2.33% | $8.5M | 35,764 | $7.7M | 37,015 | -1,251-3.38% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.98% | 0.72% | $8.1M | 7,024 | $2.4M | 7,030 | -6-0.09% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 1.84% | 0.97% | $7.5M | 11,810 | $3.2M | 11,848 | -38-0.32% | Reduce |
 AMPHENOL CORPAPH |
| 1.48% | 1.37% | $6.1M | 34,461 | $4.5M | 35,889 | -1,428-3.98% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.45% | 0.88% | $6.0M | 13,737 | $2.9M | 13,541 | +196+1.45% | Add |
 TEXAS INSTRS INCTXN |
| 1.39% | 1.16% | $5.7M | 19,058 | $3.9M | 19,831 | -773-3.90% | Reduce |
 WALMART INCWMT |
| 1.38% | 1.95% | $5.6M | 49,874 | $6.5M | 51,918 | -2,044-3.94% | Reduce |
 META PLATFORMS INCMETA |
| 1.31% | 1.7% | $5.4M | 9,516 | $5.6M | 9,798 | -282-2.88% | Reduce |
 TESLA INCTSLA |
| 1.26% | 1.42% | $5.2M | 12,279 | $4.7M | 12,597 | -318-2.52% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.25% | 0.79% | $5.1M | 6,698 | $2.6M | 6,692 | +6+0.09% | Add |
 ANALOG DEVICES INC COMADI |
| 1.15% | 1.19% | $4.7M | 11,876 | $3.9M | 12,327 | -451-3.66% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.13% | 0.98% | $4.6M | 9,689 | $3.2M | 9,540 | +149+1.56% | Add |
 BLACKROCK INC COMBLK |
| 1.09% | 1.39% | $4.4M | 4,627 | $4.6M | 4,782 | -155-3.24% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.06% | 1.33% | $4.3M | 49,264 | $4.4M | 47,159 | +2,105+4.46% | Add |
 FEDERAL RLTY INVT TR NEWFRT |
| 1.01% | 1.12% | $4.1M | 33,577 | $3.7M | 34,936 | -1,359-3.89% | Reduce |
 ORACLE CORPORCL |
| 1.01% | 1.15% | $4.1M | 28,181 | $3.8M | 25,906 | +2,275+8.78% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.01% | 1.07% | $4.1M | 8,394 | $3.5M | 8,479 | -85-1.00% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.98% | 0.51% | $4.0M | 5,835 | $1.7M | 2,813 | +3,022+107.43% | Add |
 CHUBB LIMITEDCB |
| 0.92% | 1.08% | $3.8M | 11,055 | $3.6M | 10,998 | +57+0.52% | Add |
 BLACKSTONE INCBX |
| 0.9% | 1.15% | $3.7M | 31,385 | $3.8M | 33,002 | -1,617-4.90% | Reduce |
 ABBVIE INCABBV |
| 0.9% | 0.99% | $3.7M | 14,639 | $3.3M | 14,979 | -340-2.27% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.84% | 0.99% | $3.4M | 3,525 | $3.3M | 3,644 | -119-3.27% | Reduce |
 ELI LILLY & COLLY |
| 0.83% | 0.81% | $3.4M | 2,835 | $2.7M | 2,926 | -91-3.11% | Reduce |
 ECOLAB INCECL |
| 0.82% | 0.99% | $3.3M | 11,982 | $3.3M | 12,322 | -340-2.76% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.78% | 0.97% | $3.2M | 9,008 | $3.2M | 9,383 | -375-4.00% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.76% | 0.31% | $3.1M | 10,496 | $1.0M | 10,451 | +45+0.43% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.75% | 0.91% | $3.1M | 8,896 | $3.0M | 9,364 | -468-5.00% | Reduce |
 PHILLIPS 66PSX |
| 0.72% | 0.99% | $2.9M | 17,433 | $3.3M | 17,959 | -526-2.93% | Reduce |
 LINDE PLCLIN |
| 0.72% | 0.85% | $2.9M | 5,655 | $2.8M | 5,681 | -26-0.46% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.7% | 0.75% | $2.9M | 9,478 | $2.5M | 9,436 | +42+0.45% | Add |
| IISHARES TRIEFA |
| 0.7% | 0.8% | $2.9M | 29,713 | $2.6M | 29,085 | +628+2.16% | Add |
 VISA INCV |
| 0.69% | 0.78% | $2.8M | 8,214 | $2.6M | 8,484 | -270-3.18% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.67% | 0.66% | $2.7M | 7,800 | $2.2M | 7,760 | +40+0.52% | Add |
 EXXON MOBIL CORPXOM |
| 0.66% | 1.05% | $2.7M | 19,894 | $3.5M | 20,498 | -604-2.95% | Reduce |
 PALO ALTOPANW |
| 0.66% | 0.38% | $2.7M | 7,925 | $1.3M | 7,872 | +53+0.67% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.66% | 0.89% | $2.7M | 84,407 | $2.9M | 87,879 | -3,472-3.95% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.64% | 0.96% | $2.6M | 8,955 | $3.2M | 9,217 | -262-2.84% | Reduce |
| VVANGUARD MIDVO |
| 0.63% | 0.68% | $2.6M | 31,894 | $2.3M | 7,854 | +24,040+306.09% | Add |
 FORTINET INCFTNT |
| 0.59% | 0.39% | $2.4M | 15,728 | $1.3M | 15,744 | -16-0.10% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.56% | $2.2M | 6,363 | $1.8M | 6,419 | -56-0.87% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.54% | 0.73% | $2.2M | 7,049 | $2.4M | 7,346 | -297-4.04% | Reduce |
