Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 21,049,579 | +21,049,579 | 0 | 4,211,810 | 9.01% | +4,211,810 |
| BROADCOM INC(AVGO) | 0 | 5,385,324 | +5,385,324 | 0 | 2,034,306 | 4.35% | +2,034,306 |
| APPLE INC(AAPL) | 0 | 6,925,764 | +6,925,764 | 0 | 2,004,039 | 4.29% | +2,004,039 |
| MICROSOFT CORP(MSFT) | 0 | 3,857,888 | +3,857,888 | 0 | 1,439,069 | 3.08% | +1,439,069 |
| MICRON TECHNOLOGY INC(MU) | 0 | 1,213,224 | +1,213,224 | 0 | 1,400,412 | 3.00% | +1,400,412 |
| ALPHABET INC(GOOG) | 0 | 3,561,195 | +3,561,195 | 0 | 1,272,664 | 2.72% | +1,272,664 |
| AMAZON COM INC(AMZN) | 0 | 4,950,070 | +4,950,070 | 0 | 1,179,800 | 2.53% | +1,179,800 |
| APPLIED MATLS INC | 0 | 1,269,847 | +1,269,847 | 0 | 918,099 | 1.96% | +918,099 |
| ALPHABET INC(GOOG) | 0 | 2,372,804 | +2,372,804 | 0 | 838,383 | 1.79% | +838,383 |
| META PLATFORMS INC(META) | 0 | 1,008,917 | +1,008,917 | 0 | 568,313 | 1.22% | +568,313 |
| TESLA INC(TSLA) | 0 | 1,257,370 | +1,257,370 | 0 | 528,850 | 1.13% | +528,850 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 831,728 | +831,728 | 0 | 483,159 | 1.03% | +483,159 |
| ELI LILLY & CO(LLY) | 0 | 402,536 | +402,536 | 0 | 482,814 | 1.03% | +482,814 |
| KLA CORP(KLAC) | 0 | 1,560,604 | +1,560,604 | 0 | 470,850 | 1.01% | +470,850 |
| JPMORGAN CHASE & CO(JPM) | 0 | 1,283,604 | +1,283,604 | 0 | 420,162 | 0.90% | +420,162 |
| ASTERA LABS INC(ALAB) | 0 | 852,312 | +852,312 | 0 | 411,684 | 0.88% | +411,684 |
| CATERPILLAR INC(CAT) | 0 | 361,458 | +361,458 | 0 | 384,917 | 0.82% | +384,917 |
| MASTERCARD INCORPORATED(MA) | 0 | 725,879 | +725,879 | 0 | 372,811 | 0.80% | +372,811 |
| CISCO SYS INC(CSCO) | 0 | 3,094,654 | +3,094,654 | 0 | 363,498 | 0.78% | +363,498 |
| WELLTOWER INC(WELL) | 0 | 1,428,896 | +1,428,896 | 0 | 324,317 | 0.69% | +324,317 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,261,276 | +1,261,276 | 0 | 320,326 | 0.69% | +320,326 |
| TERADYNE INC(TER) | 0 | 600,300 | +600,300 | 0 | 290,449 | 0.62% | +290,449 |
| INTEL CORP(INTC) | 0 | 2,000,116 | +2,000,116 | 0 | 279,276 | 0.60% | +279,276 |
| QUALCOMM INC(QCOM) | 0 | 1,509,027 | +1,509,027 | 0 | 278,853 | 0.60% | +278,853 |
| WALMART INC(WMT) | 0 | 2,459,775 | +2,459,775 | 0 | 278,594 | 0.60% | +278,594 |
| VISA INC(V) | 0 | 804,446 | +804,446 | 0 | 275,997 | 0.59% | +275,997 |
| LAM RESEARCH CORP(LRCX) | 0 | 626,419 | +626,419 | 0 | 271,446 | 0.58% | +271,446 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 530,937 | +530,937 | 0 | 265,676 | 0.57% | +265,676 |
| EXXON MOBIL CORP | 0 | 1,910,990 | +1,910,990 | 0 | 261,271 | 0.56% | +261,271 |
| ABBVIE INC(ABBV) | 0 | 1,020,402 | +1,020,402 | 0 | 256,774 | 0.55% | +256,774 |
| PROLOGIS INC.(PLD) | 0 | 1,855,769 | +1,855,769 | 0 | 251,401 | 0.54% | +251,401 |
| PROGRESSIVE CORP(PGR) | 0 | 1,125,047 | +1,125,047 | 0 | 245,767 | 0.53% | +245,767 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 564,103 | +564,103 | 0 | 234,458 | 0.50% | +234,458 |
| MERCK & CO INC(MRK) | 0 | 1,776,387 | +1,776,387 | 0 | 228,266 | 0.49% | +228,266 |
| WESTERN DIGITAL CORP(WDC) | 0 | 356,832 | +356,832 | 0 | 227,916 | 0.49% | +227,916 |
| NETFLIX INC.(NFLX) | 0 | 3,112,999 | +3,112,999 | 0 | 222,268 | 0.48% | +222,268 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 222,567 | +222,567 | 0 | 208,205 | 0.45% | +208,205 |
| EQUINIX INC(EQIX) | 0 | 199,020 | +199,020 | 0 | 207,456 | 0.44% | +207,456 |
| PROCTER & GAMBLE CO(PG) | 0 | 1,295,996 | +1,295,996 | 0 | 190,045 | 0.41% | +190,045 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 0 | 192,732 | +192,732 | 0 | 185,986 | 0.40% | +185,986 |
| HOME DEPOT INC(HD) | 0 | 519,071 | +519,071 | 0 | 183,066 | 0.39% | +183,066 |
| COCA COLA CO(KO) | 0 | 2,169,075 | +2,169,075 | 0 | 176,281 | 0.38% | +176,281 |
| NEXTERA ENERGY INC(NEE) | 0 | 1,977,377 | +1,977,377 | 0 | 173,554 | 0.37% | +173,554 |
| CHEVRON CORPORATION(CVX) | 0 | 1,006,660 | +1,006,660 | 0 | 166,864 | 0.36% | +166,864 |
| ANALOG DEVICES INC(ADI) | 0 | 418,081 | +418,081 | 0 | 166,049 | 0.36% | +166,049 |
| LINDE PLC(LIN) | 0 | 312,170 | +312,170 | 0 | 161,998 | 0.35% | +161,998 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 321,187 | +321,187 | 0 | 161,030 | 0.34% | +161,030 |
| GE VERNOVA INC(GEV) | 0 | 136,567 | +136,567 | 0 | 160,447 | 0.34% | +160,447 |
| DELL TECHNOLOGIES INC(DELL) | 0 | 365,915 | +365,915 | 0 | 157,878 | 0.34% | +157,878 |
| PHILIP MORRIS INTL INC(PM) | 0 | 863,521 | +863,521 | 0 | 156,220 | 0.33% | +156,220 |
| PEPSICO INC(PEP) | 0 | 1,146,228 | +1,146,228 | 0 | 155,199 | 0.33% | +155,199 |
| INTUITIVE SURGICAL INC | 0 | 388,906 | +388,906 | 0 | 154,660 | 0.33% | +154,660 |
| REALTY INCOME CORP(O) | 0 | 2,461,804 | +2,461,804 | 0 | 152,533 | 0.33% | +152,533 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 317,806 | +317,806 | 0 | 151,775 | 0.32% | +151,775 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 148,643 | +148,643 | 0 | 150,333 | 0.32% | +150,333 |
| BANK OF AMER CORP | 0 | 2,602,097 | +2,602,097 | 0 | 148,267 | 0.32% | +148,267 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 524,676 | +524,676 | 0 | 147,544 | 0.32% | +147,544 |
| OREILLY AUTOMOTIVE INC(ORLY) | 0 | 1,597,098 | +1,597,098 | 0 | 147,077 | 0.31% | +147,077 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 488,422 | +488,422 | 0 | 145,496 | 0.31% | +145,496 |
| GE AEROSPACE(GE) | 0 | 386,057 | +386,057 | 0 | 144,281 | 0.31% | +144,281 |
| SIMON PPTY GROUP INC NEW(SPG) | 0 | 642,294 | +642,294 | 0 | 143,649 | 0.31% | +143,649 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 0 | 472,925 | +472,925 | 0 | 143,282 | 0.31% | +143,282 |
| MCDONALDS CORP(MCD) | 0 | 518,626 | +518,626 | 0 | 140,190 | 0.30% | +140,190 |
| S&P GLOBAL INC(SPGI) | 0 | 323,693 | +323,693 | 0 | 131,827 | 0.28% | +131,827 |
| DATADOG INC(DDOG) | 0 | 505,994 | +505,994 | 0 | 131,741 | 0.28% | +131,741 |
| ORACLE CORP(ORCL) | 0 | 875,497 | +875,497 | 0 | 128,304 | 0.27% | +128,304 |
| CITIGROUP INC(C) | 0 | 900,743 | +900,743 | 0 | 126,068 | 0.27% | +126,068 |
| VERTIV HOLDINGS CO(VRT) | 0 | 375,967 | +375,967 | 0 | 125,881 | 0.27% | +125,881 |
| ABBOTT LABORATORIES | 0 | 1,334,998 | +1,334,998 | 0 | 121,138 | 0.26% | +121,138 |
| DIGITAL RLTY TR INC(DLR) | 0 | 658,354 | +658,354 | 0 | 118,227 | 0.25% | +118,227 |
| AMERICAN EXPRESS CO(AXP) | 0 | 348,221 | +348,221 | 0 | 117,786 | 0.25% | +117,786 |
| APPLOVIN CORP(APP) | 0 | 227,114 | +227,114 | 0 | 117,016 | 0.25% | +117,016 |
| WASTE MGMT INC DEL(WM) | 0 | 514,783 | +514,783 | 0 | 114,735 | 0.25% | +114,735 |
| TEXAS INSTRS INC(TXN) | 0 | 382,884 | +382,884 | 0 | 114,126 | 0.24% | +114,126 |
| WELLS FARGO & CO(WFC) | 0 | 1,378,752 | +1,378,752 | 0 | 113,940 | 0.24% | +113,940 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 1,553,451 | +1,553,451 | 0 | 112,097 | 0.24% | +112,097 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 325,760 | +325,760 | 0 | 111,091 | 0.24% | +111,091 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 944,485 | +944,485 | 0 | 110,193 | 0.24% | +110,193 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 314,137 | +314,137 | 0 | 109,970 | 0.24% | +109,970 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 1,091,967 | +1,091,967 | 0 | 109,502 | 0.23% | +109,502 |
| BOEING CO(BA) | 0 | 496,935 | +496,935 | 0 | 107,572 | 0.23% | +107,572 |
| LUMENTUM HLDGS INC(LITE) | 0 | 124,774 | +124,774 | 0 | 107,064 | 0.23% | +107,064 |
| SANDISK CORP(SNDK) | 0 | 46,811 | +46,811 | 0 | 106,436 | 0.23% | +106,436 |
| AMGEN INC(AMGN) | 0 | 286,690 | +286,690 | 0 | 103,816 | 0.22% | +103,816 |
| TJX COS INC NEW(TJX) | 0 | 656,007 | +656,007 | 0 | 99,385 | 0.21% | +99,385 |
| PUBLIC STORAGE(PSA) | 0 | 311,235 | +311,235 | 0 | 99,069 | 0.21% | +99,069 |
| MORGAN STANLEY(MS) | 0 | 473,267 | +473,267 | 0 | 98,932 | 0.21% | +98,932 |
| GILEAD SCIENCES INC(GILD) | 0 | 782,267 | +782,267 | 0 | 98,832 | 0.21% | +98,832 |
| AMPHENOL CORP | 0 | 533,884 | +533,884 | 0 | 94,134 | 0.20% | +94,134 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 121,521 | +121,521 | 0 | 92,738 | 0.20% | +92,738 |
| COLGATE PALMOLIVE CO(CL) | 0 | 1,006,124 | +1,006,124 | 0 | 92,241 | 0.20% | +92,241 |
| RTX CORPORATION(RTX) | 0 | 484,085 | +484,085 | 0 | 91,845 | 0.20% | +91,845 |
| AUTOMATIC DATA PROCESSING IN | 0 | 408,652 | +408,652 | 0 | 91,518 | 0.20% | +91,518 |
| CORNING INC(GLW) | 0 | 353,526 | +353,526 | 0 | 90,301 | 0.19% | +90,301 |
| LOWES COS INC(LOW) | 0 | 407,655 | +407,655 | 0 | 89,884 | 0.19% | +89,884 |
| MCKESSON CORP(MCK) | 0 | 118,774 | +118,774 | 0 | 89,746 | 0.19% | +89,746 |
| MONGODB INC(MDB) | 0 | 265,909 | +265,909 | 0 | 89,319 | 0.19% | +89,319 |
| SNOWFLAKE INC(SNOW) | 0 | 344,846 | +344,846 | 0 | 87,763 | 0.19% | +87,763 |
| AIR PRODUCTS AND CHEMICALS I | 0 | 298,027 | +298,027 | 0 | 87,376 | 0.19% | +87,376 |
| UNION PAC CORP(UNP) | 0 | 320,036 | +320,036 | 0 | 87,050 | 0.19% | +87,050 |