| IISHARES TRLQD |
| 10.04% | 8.92% | $369.9M | 3.4M | $280.5M | 2.6M | +817,462+31.76% | Add |
| IISHARES TRHYG |
| 5.69% | 5.97% | $209.5M | 2.6M | $187.9M | 2.4M | +258,016+10.92% | Add |
| IINVESCO EXCH TRADED FD TR IIBKLN |
| 5.22% | 0.04% | $192.2M | 9.4M | $1.1M | 54,084 | +9.4M+17,341.56% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.92% | 5.01% | $181.1M | 911,077 | $157.6M | 914,192 | -3,115-0.34% | Reduce |
 MICROSOFT CORPMSFT |
| 4.79% | 5.57% | $176.6M | 473,863 | $175.3M | 471,159 | +2,704+0.57% | Add |
 BROADCOM INCAVGO |
| 3.68% | 3.48% | $135.5M | 360,611 | $109.3M | 360,056 | +555+0.15% | Add |
| AAlphabet Inc Class CGOOG |
| 3.52% | 3.52% | $129.5M | 367,558 | $110.8M | 389,687 | -22,129-5.68% | Reduce |
 APPLE INCAAPL |
| 2.88% | 3.73% | $106.1M | 369,737 | $117.4M | 467,729 | -97,992-20.95% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.88% | 1.26% | $105.9M | 92,176 | $39.6M | 119,457 | -27,281-22.84% | Reduce |
 PALO ALTOPANW |
| 2.63% | 1.63% | $97.0M | 286,837 | $51.2M | 318,229 | -31,392-9.86% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.58% | 2.54% | $94.9M | 290,350 | $79.8M | 273,876 | +16,474+6.02% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.49% | 2.11% | $91.7M | 192,576 | $66.4M | 196,822 | -4,246-2.16% | Reduce |
 ALPHABET INCGOOGL |
| 2.41% | 2.53% | $88.9M | 251,031 | $79.7M | 290,793 | -39,762-13.67% | Reduce |
 AMAZON COM INCAMZN |
| 2.39% | 3.7% | $88.0M | 369,463 | $116.2M | 560,282 | -190,819-34.06% | Reduce |
 AMPHENOL CORPAPH |
| 1.99% | 0.17% | $73.2M | 422,913 | $5.3M | 42,500 | +380,413+895.09% | Add |
 COCA COLA COKO |
| 1.65% | 1.83% | $60.6M | 742,958 | $57.7M | 759,461 | -16,503-2.17% | Reduce |
 VISA INCV |
| 1.58% | 1.66% | $58.0M | 169,724 | $52.3M | 171,269 | -1,545-0.90% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.43% | 1.47% | $52.7M | 54,208 | $46.1M | 52,087 | +2,121+4.07% | Add |
 META PLATFORMS INCMETA |
| 1.43% | 1.43% | $52.7M | 93,517 | $45.0M | 79,210 | +14,307+18.06% | Add |
 APPLIED MATLS INCAMAT |
| 1.33% | 1.92% | $49.1M | 68,524 | $60.5M | 184,795 | -116,271-62.92% | Reduce |
 ELI LILLY & COLLY |
| 1.24% | 1.07% | $45.8M | 38,251 | $33.6M | 36,643 | +1,608+4.39% | Add |
 MCKESSON CORP COMMCK |
| 1.12% | 1.68% | $41.3M | 55,123 | $52.9M | 61,215 | -6,092-9.95% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 1.02% | 1.06% | $37.4M | 207,890 | $33.4M | 8,012 | +199,878+2,494.73% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.91% | 0.71% | $33.4M | 57,711 | $22.3M | 110,941 | -53,230-47.98% | Reduce |
 CISCO SYS INCCSCO |
| 0.89% | 1.09% | $32.8M | 278,974 | $34.2M | 444,575 | -165,601-37.25% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.87% | 1.1% | $32.0M | 63,592 | $34.6M | 71,695 | -8,103-11.30% | Reduce |
 SYNOPSYS INCSNPS |
| 0.82% | 0.86% | $30.2M | 67,826 | $27.0M | 68,727 | -901-1.31% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.76% | 0.92% | $28.0M | 68,816 | $29.0M | 68,674 | +142+0.21% | Add |
 PROGRESSIVE CORPPGR |
| 0.67% | 0.64% | $24.6M | 112,256 | $20.2M | 100,846 | +11,410+11.31% | Add |
 EXXON MOBIL CORPXOM |
| 0.66% | 0.95% | $24.4M | 179,201 | $30.0M | 176,074 | +3,127+1.78% | Add |
 SERVICENOW INCNOW |
| 0.63% | 0.67% | $23.3M | 234,914 | $21.0M | 200,571 | +34,343+17.12% | Add |
 ABBVIE INCABBV |
| 0.54% | 0.47% | $20.0M | 79,596 | $14.9M | 68,278 | +11,318+16.58% | Add |
 PFIZER INCPFE |
| 0.53% | 0.65% | $19.5M | 810,791 | $20.5M | 730,290 | +80,501+11.02% | Add |
 T-MOBILE US INC COMTMUS |
| 0.52% | 0.78% | $19.1M | 112,303 | $24.4M | 115,301 | -2,998-2.60% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.51% | 0.44% | $18.9M | 56,998 | $13.8M | 55,123 | +1,875+3.40% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.49% | 0.26% | $18.2M | 61,155 | $8.3M | 84,868 | -23,713-27.94% | Reduce |
 DUPONT DE NEMOURS INCDD |
| 0.48% | 0.06% | $17.8M | 130,892 | $2.0M | 42,927 | +87,965+204.92% | Add |
 EMERSON ELEC COEMR |
| 0.48% | 0.51% | $17.7M | 123,718 | $16.2M | 123,495 | +223+0.18% | Add |
 CORNING INCGLW |
| 0.47% | 0.31% | $17.2M | 67,565 | $9.7M | 71,139 | -3,574-5.02% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.45% | 0.54% | $16.7M | 16,641 | $16.9M | 20,121 | -3,480-17.30% | Reduce |
 UNION PAC CORPUNP |
| 0.45% | 0.38% | $16.5M | 60,465 | $12.1M | 49,759 | +10,706+21.52% | Add |
 CONSOLIDATED EDISON INCED |
| 0.44% | 0.5% | $16.3M | 147,662 | $15.8M | 139,644 | +8,018+5.74% | Add |
 WALMART INCWMT |
| 0.44% | 0.66% | $16.3M | 143,790 | $20.9M | 175,842 | -32,052-18.23% | Reduce |
 AMGEN INC COMAMGN |
| 0.44% | 0.6% | $16.3M | 44,979 | $19.0M | 53,912 | -8,933-16.57% | Reduce |
| CCITIGROUP INCC |
| 0.43% | 0.26% | $15.9M | 113,002 | $8.1M | 66,282 | +46,720+70.49% | Add |
 ZOETIS INC CL AZTS |
| 0.42% | 0.8% | $15.6M | 214,503 | $25.1M | 213,635 | +868+0.41% | Add |
 GE VERNOVA INCGEV |
| 0.42% | 0.38% | $15.3M | 13,051 | $11.9M | 13,664 | -613-4.49% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.41% | 0.44% | $15.0M | 118,671 | $13.7M | 98,342 | +20,329+20.67% | Add |
 HOME DEPOT INCHD |
| 0.4% | 0.49% | $14.8M | 42,182 | $15.3M | 46,743 | -4,561-9.76% | Reduce |
 TARGET CORP COMTGT |
| 0.38% | 0.17% | $14.1M | 108,192 | $5.4M | 44,712 | +63,480+141.98% | Add |
