 NVIDIA CORPORATIONNVDA |
| 7.63% | 7.85% | $12.6M | 62,792 | $11.0M | 63,161 | -369-0.58% | Reduce |
 ALPHABET INCGOOGL |
| 4.77% | 4.58% | $7.9M | 22,001 | $6.4M | 22,377 | -376-1.68% | Reduce |
 APPLE INCAAPL |
| 4.61% | 4.82% | $7.6M | 26,236 | $6.8M | 26,665 | -429-1.61% | Reduce |
 MICROSOFT CORPMSFT |
| 4.02% | 4.72% | $6.6M | 17,747 | $6.6M | 17,909 | -162-0.90% | Reduce |
 AMAZON COM INCAMZN |
| 3.47% | 3.58% | $5.7M | 23,967 | $5.0M | 24,158 | -191-0.79% | Reduce |
 BROADCOM INCAVGO |
| 3.09% | 3.27% | $5.1M | 13,451 | $4.6M | 14,814 | -1,363-9.20% | Reduce |
 ELI LILLY & COLLY |
| 1.97% | 1.3% | $3.2M | 2,707 | $1.8M | 1,984 | +723+36.44% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.93% | 0.61% | $3.2M | 2,748 | $857,471 | 2,538 | +210+8.27% | Add |
 META PLATFORMS INCMETA |
| 1.78% | 2.69% | $2.9M | 5,195 | $3.8M | 6,599 | -1,404-21.28% | Reduce |
 PALO ALTOPANW |
| 1.76% | 1.14% | $2.9M | 8,496 | $1.6M | 9,990 | -1,494-14.95% | Reduce |
 GE VERNOVA INCGEV |
| 1.73% | 1.34% | $2.8M | 2,423 | $1.9M | 2,158 | +265+12.28% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.4% | 1.16% | $2.3M | 4,832 | $1.6M | 4,804 | +28+0.58% | Add |
 MORGAN STANLEYMS |
| 1.31% | 1.23% | $2.2M | 10,338 | $1.7M | 10,512 | -174-1.66% | Reduce |
 CATERPILLAR INCCAT |
| 1.31% | 0.73% | $2.2M | 2,021 | $1.0M | 1,446 | +575+39.76% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.17% | 0.4% | $1.9M | 3,025 | $561,203 | 2,075 | +950+45.78% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.15% | 1.34% | $1.9M | 3,791 | $1.9M | 3,934 | -143-3.63% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.15% | 0.42% | $1.9M | 830 | $584,541 | 920 | -90-9.78% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.12% | 0.55% | $1.8M | 20,950 | $767,472 | 8,263 | +12,687+153.54% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.11% | 1.37% | $1.8M | 1,962 | $1.9M | 1,926 | +36+1.87% | Add |
| IISHARES INCIEMG |
| 1.09% | 1.04% | $1.8M | 21,604 | $1.5M | 20,887 | +717+3.43% | Add |
 EXXON MOBIL CORPXOM |
| 1.03% | 1.58% | $1.7M | 12,436 | $2.2M | 13,057 | -621-4.76% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.99% | 1.04% | $1.6M | 4,956 | $1.5M | 4,969 | -13-0.26% | Reduce |
| IISHARES MSCI ACWI EX U.S. ETFACWX |
| 0.96% | 0.98% | $1.6M | 20,782 | $1.4M | 20,152 | +630+3.13% | Add |
| VVANGUARD FTSEVEA |
| 0.94% | 0.97% | $1.5M | 21,687 | $1.4M | 21,247 | +440+2.07% | Add |
 WALMART INCWMT |
| 0.92% | 1.01% | $1.5M | 13,408 | $1.4M | 11,439 | +1,969+17.21% | Add |
 ABBVIE INCABBV |
| 0.85% | 0.85% | $1.4M | 5,541 | $1.2M | 5,491 | +50+0.91% | Add |
| NNEOS ETF TRUSTQQQI |
| 0.84% | 0.78% | $1.4M | 24,216 | $1.1M | 22,023 | +2,193+9.96% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 0.82% | 1.04% | $1.4M | 8,651 | $1.5M | 10,527 | -1,876-17.82% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.81% | 0.63% | $1.3M | 1,755 | $889,354 | 2,278 | -523-22.96% | Reduce |
 RTX CORPORATIONRTX |
| 0.8% | 0.91% | $1.3M | 6,977 | $1.3M | 6,599 | +378+5.73% | Add |
 VISA INCV |
| 0.77% | 0.81% | $1.3M | 3,705 | $1.1M | 3,770 | -65-1.72% | Reduce |
 METLIFE INC COMMET |
| 0.77% | 0.75% | $1.3M | 15,003 | $1.1M | 14,871 | +132+0.89% | Add |
 LAM RESEARCH CORPLRCX |
| 0.75% | 0.44% | $1.2M | 2,842 | $616,533 | 2,886 | -44-1.52% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.73% | 0.29% | $1.2M | 4,013 | $400,256 | 4,041 | -28-0.69% | Reduce |
 WABTECWAB |
| 0.72% | 0.17% | $1.2M | 4,411 | $241,427 | 966 | +3,445+356.63% | Add |
| IISHARES TRIEFA |
| 0.72% | 0.73% | $1.2M | 12,257 | $1.0M | 11,303 | +954+8.44% | Add |
| NNEOS ETF TRUSTSPYI |
| 0.68% | 0.79% | $1.1M | 21,069 | $1.1M | 22,558 | -1,489-6.60% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.67% | 0.78% | $1.1M | 2,159 | $1.1M | 2,198 | -39-1.77% | Reduce |
 CHUBB LIMITEDCB |
| 0.66% | 0.58% | $1.1M | 3,208 | $812,119 | 2,492 | +716+28.73% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.62% | 0.9% | $1.0M | 8,702 | $1.3M | 8,666 | +36+0.42% | Add |
 WW GRAINGER INCGWW |
| 0.6% | 0.58% | $994,025 | 731 | $813,747 | 746 | -15-2.01% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.58% | 0.6% | $952,961 | 5,749 | $845,701 | 4,087 | +1,662+40.67% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.58% | 0.18% | $952,189 | 1,639 | $259,727 | 1,277 | +362+28.35% | Add |
 CONOCOPHILLIPSCOP |
| 0.57% | 0.85% | $936,066 | 9,004 | $1.2M | 9,053 | -49-0.54% | Reduce |
 CUMMINS INCCMI |
| 0.54% | 0.47% | $882,607 | 1,238 | $658,743 | 1,224 | +14+1.14% | Add |
 ARISTA NETWORKS INCANET |
| 0.53% | 0.45% | $876,903 | 5,162 | $627,943 | 5,114 | +48+0.94% | Add |
 NETFLIX INCNFLX |
| 0.53% | 0.86% | $872,683 | 12,222 | $1.2M | 12,556 | -334-2.66% | Reduce |
 CISCO SYS INCCSCO |
| 0.53% | 0.41% | $867,586 | 7,386 | $574,202 | 7,400 | -14-0.19% | Reduce |
| IIAMGOLD CORPIAG |
| 0.53% | 1.45% | $866,561 | 54,707 | $2.0M | 108,245 | -53,538-49.46% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.53% | 0.72% | $864,911 | 2,175 | $1.0M | 2,190 | -15-0.68% | Reduce |
