Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 325,951,734 | +325,951,734 | 0 | 65,219,682 | 6.50% | +65,219,682 |
| APPLE INC(AAPL) | 0 | 190,726,866 | +190,726,866 | 0 | 55,188,726 | 5.50% | +55,188,726 |
| MICROSOFT CORP(MSFT) | 0 | 102,732,956 | +102,732,956 | 0 | 38,321,447 | 3.82% | +38,321,447 |
| AMAZON COM INC(AMZN) | 0 | 140,565,601 | +140,565,601 | 0 | 33,502,405 | 3.34% | +33,502,405 |
| ALPHABET INC(GOOG) | 0 | 80,931,418 | +80,931,418 | 0 | 28,922,461 | 2.88% | +28,922,461 |
| ALPHABET INC(GOOG) | 0 | 74,788,768 | +74,788,768 | 0 | 26,425,115 | 2.63% | +26,425,115 |
| BROADCOM INC(AVGO) | 0 | 65,970,988 | +65,970,988 | 0 | 24,920,541 | 2.48% | +24,920,541 |
| META PLATFORMS INC(META) | 0 | 32,726,903 | +32,726,903 | 0 | 18,434,737 | 1.84% | +18,434,737 |
| MICRON TECHNOLOGY INC(MU) | 0 | 15,180,843 | +15,180,843 | 0 | 17,523,095 | 1.75% | +17,523,095 |
| TESLA INC(TSLA) | 0 | 38,812,422 | +38,812,422 | 0 | 16,324,505 | 1.63% | +16,324,505 |
| ELI LILLY & CO(LLY) | 0 | 11,471,413 | +11,471,413 | 0 | 13,759,157 | 1.37% | +13,759,157 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 23,361,170 | +23,361,170 | 0 | 13,570,737 | 1.35% | +13,570,737 |
| JPMORGAN CHASE & CO(JPM) | 0 | 36,122,327 | +36,122,327 | 0 | 11,823,921 | 1.18% | +11,823,921 |
| INTEL CORP(INTC) | 0 | 61,714,672 | +61,714,672 | 0 | 8,617,220 | 0.86% | +8,617,220 |
| EXXON MOBIL CORP | 0 | 60,999,693 | +60,999,693 | 0 | 8,339,878 | 0.83% | +8,339,878 |
| APPLIED MATLS INC | 0 | 11,305,788 | +11,305,788 | 0 | 8,174,085 | 0.81% | +8,174,085 |
| JOHNSON & JOHNSON(JNJ) | 0 | 31,825,084 | +31,825,084 | 0 | 8,082,617 | 0.81% | +8,082,617 |
| LAM RESEARCH CORP(LRCX) | 0 | 18,123,399 | +18,123,399 | 0 | 7,853,412 | 0.78% | +7,853,412 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 10,371 | +10,371 | 0 | 7,766,323 | 0.77% | +7,766,323 |
| WALMART INC(WMT) | 0 | 57,423,929 | +57,423,929 | 0 | 6,503,834 | 0.65% | +6,503,834 |
| CISCO SYS INC(CSCO) | 0 | 54,835,694 | +54,835,694 | 0 | 6,441,001 | 0.64% | +6,441,001 |
| ABBVIE INC(ABBV) | 0 | 25,554,538 | +25,554,538 | 0 | 6,430,544 | 0.64% | +6,430,544 |
| ASTRAZENECA PLC(AZN) | 0 | 33,864,172 | +33,864,172 | 0 | 6,334,635 | 0.63% | +6,334,635 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 6,474,767 | +6,474,767 | 0 | 6,056,950 | 0.60% | +6,056,950 |
| MASTERCARD INCORPORATED(MA) | 0 | 11,753,770 | +11,753,770 | 0 | 6,036,736 | 0.60% | +6,036,736 |
| KLA CORP(KLAC) | 0 | 19,565,355 | +19,565,355 | 0 | 5,903,063 | 0.59% | +5,903,063 |
| VISA INC(V) | 0 | 16,215,161 | +16,215,161 | 0 | 5,563,260 | 0.55% | +5,563,260 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 12,736,973 | +12,736,973 | 0 | 5,293,868 | 0.53% | +5,293,868 |
| GE AEROSPACE(GE) | 0 | 13,691,596 | +13,691,596 | 0 | 5,116,960 | 0.51% | +5,116,960 |
| BANK OF AMER CORP | 0 | 83,794,863 | +83,794,863 | 0 | 4,774,631 | 0.48% | +4,774,631 |
| MERCK & CO INC(MRK) | 0 | 36,983,784 | +36,983,784 | 0 | 4,752,416 | 0.47% | +4,752,416 |
| UBS GROUP AG(UBS) | 0 | 95,849,980 | +95,849,980 | 0 | 4,750,179 | 0.47% | +4,750,179 |
| HOME DEPOT INC(HD) | 0 | 13,383,376 | +13,383,376 | 0 | 4,720,049 | 0.47% | +4,720,049 |
| SANDISK CORP(SNDK) | 0 | 2,055,094 | +2,055,094 | 0 | 4,672,729 | 0.47% | +4,672,729 |
| PROCTER & GAMBLE CO(PG) | 0 | 31,831,692 | +31,831,692 | 0 | 4,667,799 | 0.47% | +4,667,799 |
| WELLS FARGO & CO(WFC) | 0 | 55,487,578 | +55,487,578 | 0 | 4,585,493 | 0.46% | +4,585,493 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 8,785,259 | +8,785,259 | 0 | 4,396,056 | 0.44% | +4,396,056 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 14,201,483 | +14,201,483 | 0 | 4,230,480 | 0.42% | +4,230,480 |
| COCA COLA CO(KO) | 0 | 52,025,304 | +52,025,304 | 0 | 4,228,096 | 0.42% | +4,228,096 |
| NETFLIX INC.(NFLX) | 0 | 57,951,405 | +57,951,405 | 0 | 4,137,730 | 0.41% | +4,137,730 |
| WELLTOWER INC(WELL) | 0 | 18,146,984 | +18,146,984 | 0 | 4,118,821 | 0.41% | +4,118,821 |
| ROYAL BK CDA(RY) | 0 | 19,905,354 | +19,905,354 | 0 | 4,117,728 | 0.41% | +4,117,728 |
| GE VERNOVA INC(GEV) | 0 | 3,419,249 | +3,419,249 | 0 | 4,017,139 | 0.40% | +4,017,139 |
| TEXAS INSTRS INC(TXN) | 0 | 13,220,004 | +13,220,004 | 0 | 3,940,487 | 0.39% | +3,940,487 |
| CHEVRON CORPORATION(CVX) | 0 | 22,964,061 | +22,964,061 | 0 | 3,806,523 | 0.38% | +3,806,523 |
| RTX CORPORATION(RTX) | 0 | 19,952,281 | +19,952,281 | 0 | 3,785,546 | 0.38% | +3,785,546 |
| MORGAN STANLEY(MS) | 0 | 17,984,532 | +17,984,532 | 0 | 3,759,487 | 0.37% | +3,759,487 |
| ORACLE CORP(ORCL) | 0 | 25,002,553 | +25,002,553 | 0 | 3,664,124 | 0.37% | +3,664,124 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 31,076,211 | +31,076,211 | 0 | 3,625,662 | 0.36% | +3,625,662 |
| DIGITAL RLTY TR INC(DLR) | 0 | 19,290,135 | +19,290,135 | 0 | 3,464,122 | 0.35% | +3,464,122 |
| LINDE PLC(LIN) | 0 | 6,640,227 | +6,640,227 | 0 | 3,445,879 | 0.34% | +3,445,879 |
| AMPHENOL CORP | 0 | 19,193,869 | +19,193,869 | 0 | 3,384,263 | 0.34% | +3,384,263 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 9,750,674 | +9,750,674 | 0 | 3,325,175 | 0.33% | +3,325,175 |
| ANALOG DEVICES INC(ADI) | 0 | 8,169,137 | +8,169,137 | 0 | 3,244,536 | 0.32% | +3,244,536 |
| TOTALENERGIES SE(TTE) | 0 | 40,546,835 | +40,546,835 | 0 | 3,150,633 | 0.31% | +3,150,633 |
| QUALCOMM INC(QCOM) | 0 | 16,209,022 | +16,209,022 | 0 | 2,995,265 | 0.30% | +2,995,265 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 0 | 3,095,723 | +3,095,723 | 0 | 2,987,373 | 0.30% | +2,987,373 |
| WESTERN DIGITAL CORP(WDC) | 0 | 4,629,232 | +4,629,232 | 0 | 2,956,783 | 0.29% | +2,956,783 |
| NEXTERA ENERGY INC(NEE) | 0 | 32,117,624 | +32,117,624 | 0 | 2,818,964 | 0.28% | +2,818,964 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 3,669,761 | +3,669,761 | 0 | 2,800,541 | 0.28% | +2,800,541 |
| GILEAD SCIENCES INC(GILD) | 0 | 21,965,555 | +21,965,555 | 0 | 2,775,128 | 0.28% | +2,775,128 |
| BLACKROCK INC(BLK) | 0 | 2,831,565 | +2,831,565 | 0 | 2,722,720 | 0.27% | +2,722,720 |
| AMERICAN EXPRESS CO(AXP) | 0 | 7,985,867 | +7,985,867 | 0 | 2,701,220 | 0.27% | +2,701,220 |
| CITIGROUP INC(C) | 0 | 19,279,995 | +19,279,995 | 0 | 2,698,428 | 0.27% | +2,698,428 |
| MCDONALDS CORP(MCD) | 0 | 9,878,380 | +9,878,380 | 0 | 2,670,225 | 0.27% | +2,670,225 |
| PEPSICO INC(PEP) | 0 | 19,416,811 | +19,416,811 | 0 | 2,629,036 | 0.26% | +2,629,036 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 2,595,205 | +2,595,205 | 0 | 2,624,712 | 0.26% | +2,624,712 |
| CORNING INC(GLW) | 0 | 10,238,257 | +10,238,257 | 0 | 2,615,158 | 0.26% | +2,615,158 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 5,087,903 | +5,087,903 | 0 | 2,550,871 | 0.25% | +2,550,871 |
| PNC FINL SVCS GROUP INC(PNC) | 0 | 10,145,985 | +10,145,985 | 0 | 2,498,144 | 0.25% | +2,498,144 |
| TORONTO DOMINION BK ONT(TD) | 0 | 20,021,693 | +20,021,693 | 0 | 2,431,928 | 0.24% | +2,431,928 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 8,416,339 | +8,416,339 | 0 | 2,366,759 | 0.24% | +2,366,759 |
| EQUITY RESIDENTIAL(VMRK) | 0 | 34,837,220 | +34,837,220 | 0 | 2,366,492 | 0.24% | +2,366,492 |
| VERIZON COMMUNICATIONS INC(VZ) | 0 | 54,307,400 | +54,307,400 | 0 | 2,299,375 | 0.23% | +2,299,375 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 12,434,096 | +12,434,096 | 0 | 2,216,253 | 0.22% | +2,216,253 |
| TJX COS INC NEW(TJX) | 0 | 14,473,106 | +14,473,106 | 0 | 2,192,676 | 0.22% | +2,192,676 |
| DEERE & CO(DE) | 0 | 3,406,402 | +3,406,402 | 0 | 2,160,783 | 0.22% | +2,160,783 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 36,866,658 | +36,866,658 | 0 | 2,124,257 | 0.21% | +2,124,257 |
| HOWMET AEROSPACE INC(HWM) | 0 | 7,895,313 | +7,895,313 | 0 | 2,122,734 | 0.21% | +2,122,734 |
| ABBOTT LABORATORIES | 0 | 23,354,911 | +23,354,911 | 0 | 2,119,225 | 0.21% | +2,119,225 |
| EATON CORP PLC(ETN) | 0 | 4,917,475 | +4,917,475 | 0 | 2,095,434 | 0.21% | +2,095,434 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 22,658,390 | +22,658,390 | 0 | 2,090,690 | 0.21% | +2,090,690 |
| ARISTA NETWORKS INC(ANET) | 0 | 12,246,920 | +12,246,920 | 0 | 2,080,507 | 0.21% | +2,080,507 |
| UNION PAC CORP(UNP) | 0 | 7,553,360 | +7,553,360 | 0 | 2,054,514 | 0.20% | +2,054,514 |
| AMGEN INC(AMGN) | 0 | 5,625,584 | +5,625,584 | 0 | 2,037,136 | 0.20% | +2,037,136 |
| CAPITAL ONE FINL CORP(COF) | 0 | 9,978,148 | +9,978,148 | 0 | 2,001,816 | 0.20% | +2,001,816 |
| INTUITIVE SURGICAL INC | 0 | 4,954,874 | +4,954,874 | 0 | 1,970,454 | 0.20% | +1,970,454 |
| DISNEY WALT CO(DIS) | 0 | 20,249,669 | +20,249,669 | 0 | 1,949,031 | 0.19% | +1,949,031 |
| PARKER-HANNIFIN CORP(PH) | 0 | 1,975,158 | +1,975,158 | 0 | 1,931,942 | 0.19% | +1,931,942 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 26,706,242 | +26,706,242 | 0 | 1,927,122 | 0.19% | +1,927,122 |
| FORTINET INC(FTNT) | 0 | 12,449,356 | +12,449,356 | 0 | 1,912,470 | 0.19% | +1,912,470 |
| PROGRESSIVE CORP(PGR) | 0 | 8,647,114 | +8,647,114 | 0 | 1,888,962 | 0.19% | +1,888,962 |
| COMCAST CORP NEW(CCZ) | 0 | 76,539,618 | +76,539,618 | 0 | 1,879,048 | 0.19% | +1,879,048 |
| SHOPIFY INC(SHOP) | 0 | 16,410,473 | +16,410,473 | 0 | 1,874,017 | 0.19% | +1,874,017 |
| CVS HEALTH CORP(CVS) | 0 | 18,038,922 | +18,038,922 | 0 | 1,866,126 | 0.19% | +1,866,126 |
| DELL TECHNOLOGIES INC(DELL) | 0 | 4,312,543 | +4,312,543 | 0 | 1,860,690 | 0.19% | +1,860,690 |
| LOWES COS INC(LOW) | 0 | 8,270,160 | +8,270,160 | 0 | 1,823,488 | 0.18% | +1,823,488 |
| DANAHER CORP DEL(DHR) | 0 | 9,537,906 | +9,537,906 | 0 | 1,816,780 | 0.18% | +1,816,780 |
| BANK OF NY MELLON CORP | 0 | 11,751,724 | +11,751,724 | 0 | 1,699,417 | 0.17% | +1,699,417 |
| PROLOGIS INC.(PLD) | 0 | 12,518,679 | +12,518,679 | 0 | 1,695,905 | 0.17% | +1,695,905 |