Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Microsoft Corp(MSFT) | 0 | 4,632,901 | +4,632,901 | 0 | 2,304,451 | 9.55% | +2,304,451 |
| Nvidia Corp(NVDA) | 0 | 9,872,268 | +9,872,268 | 0 | 1,559,720 | 6.47% | +1,559,720 |
| Meta Platforms Inc(META) | 0 | 1,353,763 | +1,353,763 | 0 | 999,199 | 4.14% | +999,199 |
| Mastercard Inc(MA) | 0 | 961,051 | +961,051 | 0 | 540,053 | 2.24% | +540,053 |
| Oracle Corp(ORCL) | 0 | 2,188,630 | +2,188,630 | 0 | 478,500 | 1.98% | +478,500 |
| Visa Inc(V) | 0 | 1,216,016 | +1,216,016 | 0 | 431,746 | 1.79% | +431,746 |
| Taiwan Semiconductor-Sp Adr(TSM) | 0 | 1,629,486 | +1,629,486 | 0 | 369,030 | 1.53% | +369,030 |
| Sandisk Corp(SNDK) | 0 | 7,109,285 | +7,109,285 | 0 | 322,406 | 1.34% | +322,406 |
| Western Digital Corp(WDC) | 0 | 4,842,066 | +4,842,066 | 0 | 309,844 | 1.28% | +309,844 |
| Lam Research Corp(LRCX) | 0 | 3,140,813 | +3,140,813 | 0 | 305,727 | 1.27% | +305,727 |
| Eli Lilly & Co(LLY) | 0 | 354,840 | +354,840 | 0 | 276,608 | 1.15% | +276,608 |
| Salesforce Inc(CRM) | 0 | 758,716 | +758,716 | 0 | 206,894 | 0.86% | +206,894 |
| Tesla Inc(TSLA) | 0 | 641,447 | +641,447 | 0 | 203,762 | 0.84% | +203,762 |
| Apple Inc(AAPL) | 0 | 4,760,592 | +4,760,592 | 0 | 976,731 | 4.05% | +976,731 |
| JPMorgan Chase & Co(JPM) | 0 | 690,396 | +690,396 | 0 | 200,153 | 0.83% | +200,153 |
| Johnson & Johnson(JNJ) | 0 | 1,256,126 | +1,256,126 | 0 | 191,873 | 0.80% | +191,873 |
| WalMart Inc(WMT) | 0 | 1,921,528 | +1,921,528 | 0 | 187,887 | 0.78% | +187,887 |
| Atlassian Corp | 0 | 765,678 | +765,678 | 0 | 155,502 | 0.64% | +155,502 |
| Netflix Inc(NFLX) | 0 | 101,637 | +101,637 | 0 | 136,105 | 0.56% | +136,105 |
| T-Mobile US Inc(TMUS) | 0 | 559,942 | +559,942 | 0 | 133,412 | 0.55% | +133,412 |
| S&P Global Inc(SPGI) | 0 | 249,767 | +249,767 | 0 | 131,700 | 0.55% | +131,700 |
| Intel Corp(INTC) | 0 | 5,813,970 | +5,813,970 | 0 | 130,233 | 0.54% | +130,233 |
| Emerson Electric Co(EMR) | 0 | 924,084 | +924,084 | 0 | 123,208 | 0.51% | +123,208 |
| ServiceNow Inc(NOW) | 0 | 119,321 | +119,321 | 0 | 122,672 | 0.51% | +122,672 |
| Unitedhealth Group Inc(UNH) | 0 | 379,725 | +379,725 | 0 | 118,463 | 0.49% | +118,463 |
| Mercadolibre Inc(MELI) | 0 | 43,508 | +43,508 | 0 | 113,714 | 0.47% | +113,714 |
| Broadcom Inc(AVGO) | 0 | 1,477,006 | +1,477,006 | 0 | 407,137 | 1.69% | +407,137 |
| Morgan Stanley(MS) | 0 | 783,785 | +783,785 | 0 | 110,404 | 0.46% | +110,404 |
| Exxon Mobil Corp | 0 | 1,017,586 | +1,017,586 | 0 | 109,696 | 0.45% | +109,696 |
| Intuitive Surgical Inc | 0 | 199,007 | +199,007 | 0 | 108,142 | 0.45% | +108,142 |
| PepsiCo Inc(PEP) | 0 | 796,465 | +796,465 | 0 | 105,165 | 0.44% | +105,165 |
| Goldman Sachs Group Inc/The(GS) | 0 | 135,883 | +135,883 | 0 | 96,171 | 0.40% | +96,171 |
| NextEra Energy Inc(NEE) | 0 | 1,375,264 | +1,375,264 | 0 | 95,471 | 0.40% | +95,471 |
| GE Aerospace(GE) | 0 | 348,448 | +348,448 | 0 | 89,687 | 0.37% | +89,687 |
| Procter & Gamble Co/The(PG) | 0 | 549,894 | +549,894 | 0 | 87,609 | 0.36% | +87,609 |
| Home Depot Inc/The(HD) | 0 | 237,305 | +237,305 | 0 | 87,006 | 0.36% | +87,006 |
| Marvell Technology Inc(MRVL) | 0 | 1,075,313 | +1,075,313 | 0 | 83,229 | 0.35% | +83,229 |
| Medtronic Plc(MDT) | 0 | 903,482 | +903,482 | 0 | 78,757 | 0.33% | +78,757 |
| International Business Machines Corp(IBM) | 0 | 261,950 | +261,950 | 0 | 77,218 | 0.32% | +77,218 |
| HP Inc(HPQ) | 0 | 3,095,812 | +3,095,812 | 0 | 75,724 | 0.31% | +75,724 |
| Ecolab Inc(ECL) | 0 | 275,832 | +275,832 | 0 | 74,320 | 0.31% | +74,320 |
| Yum! Brands Inc(YUM) | 0 | 431,652 | +431,652 | 0 | 63,962 | 0.27% | +63,962 |
| MasTec Inc(MTZ) | 0 | 364,548 | +364,548 | 0 | 62,130 | 0.26% | +62,130 |
| Merck & Co Inc(MRK) | 0 | 754,094 | +754,094 | 0 | 59,694 | 0.25% | +59,694 |
| Walt Disney Co/The(DIS) | 0 | 477,616 | +477,616 | 0 | 59,229 | 0.25% | +59,229 |
| Thermo Fisher Scientific Inc(TMO) | 0 | 139,314 | +139,314 | 0 | 56,486 | 0.23% | +56,486 |
| Palantir Technologies Inc(PLTR) | 0 | 413,584 | +413,584 | 0 | 56,380 | 0.23% | +56,380 |
| Mcdonald's Corp(MCD) | 0 | 178,062 | +178,062 | 0 | 52,024 | 0.22% | +52,024 |
| Verizon Communications Inc(VZ) | 0 | 1,194,060 | +1,194,060 | 0 | 51,667 | 0.21% | +51,667 |
| Intercontinental Exchange Inc(ICE) | 0 | 280,196 | +280,196 | 0 | 51,408 | 0.21% | +51,408 |
| Texas Instruments Inc(TXN) | 0 | 243,675 | +243,675 | 0 | 50,592 | 0.21% | +50,592 |
| Cisco Systems Inc(CSCO) | 0 | 1,463,981 | +1,463,981 | 0 | 101,571 | 0.42% | +101,571 |
| Wells Fargo & Co(WFC) | 0 | 609,947 | +609,947 | 0 | 48,869 | 0.20% | +48,869 |
| Match Group Inc(MTCH) | 0 | 1,521,551 | +1,521,551 | 0 | 47,001 | 0.19% | +47,001 |
| Linde PLC(LIN) | 0 | 97,391 | +97,391 | 0 | 45,694 | 0.19% | +45,694 |
| GE Vernova LLC(GEV) | 0 | 84,344 | +84,344 | 0 | 44,631 | 0.19% | +44,631 |
| Uber Technologies Inc(UBER) | 0 | 476,529 | +476,529 | 0 | 44,460 | 0.18% | +44,460 |
| Schlumberger Nv(SLB) | 0 | 1,294,279 | +1,294,279 | 0 | 43,747 | 0.18% | +43,747 |
| Intuit Inc(INTU) | 0 | 55,470 | +55,470 | 0 | 43,690 | 0.18% | +43,690 |
| Skyworks Solutions Inc(SWKS) | 0 | 578,207 | +578,207 | 0 | 43,088 | 0.18% | +43,088 |
| Union Pacific Corp(UNP) | 0 | 178,461 | +178,461 | 0 | 41,060 | 0.17% | +41,060 |
| Booking Holdings Inc(BKNG) | 33,925 | 34,076 | +151 | 156,289 | 197,274 | 0.82% | +40,985 |
| State Street Corp(STT) | 0 | 381,654 | +381,654 | 0 | 40,585 | 0.17% | +40,585 |
| Qualcomm Inc(QCOM) | 0 | 254,083 | +254,083 | 0 | 40,465 | 0.17% | +40,465 |
| Southern Co/The(SO) | 0 | 436,178 | +436,178 | 0 | 40,054 | 0.17% | +40,054 |
| Citigroup Inc(C) | 1,462,160 | 1,689,437 | +227,277 | 103,799 | 143,805 | 0.60% | +40,006 |
| Eaton Corp PLC(ETN) | 0 | 109,181 | +109,181 | 0 | 38,977 | 0.16% | +38,977 |
| TJX Cos Inc(TJX) | 0 | 315,316 | +315,316 | 0 | 38,938 | 0.16% | +38,938 |
| Vertex Pharmaceuticals Inc(VRTX) | 0 | 86,931 | +86,931 | 0 | 38,702 | 0.16% | +38,702 |
| Parker-Hannifin Corp(PH) | 0 | 55,279 | +55,279 | 0 | 38,611 | 0.16% | +38,611 |
| Alphabet Inc(GOOG) | 0 | 6,493,371 | +6,493,371 | 0 | 1,144,327 | 4.74% | +1,144,327 |
| Micron Technology Inc(MU) | 0 | 303,468 | +303,468 | 0 | 37,402 | 0.16% | +37,402 |
| Hartford Financial Services Group Inc(HIG) | 0 | 281,702 | +281,702 | 0 | 35,740 | 0.15% | +35,740 |
| 3M Co(MMM) | 0 | 228,137 | +228,137 | 0 | 34,732 | 0.14% | +34,732 |
| Mckesson Corp(MCK) | 0 | 47,277 | +47,277 | 0 | 34,644 | 0.14% | +34,644 |
| TransDigm Group Inc(TDG) | 0 | 22,329 | +22,329 | 0 | 33,954 | 0.14% | +33,954 |
| Waste Management Inc(WM) | 0 | 147,199 | +147,199 | 0 | 33,682 | 0.14% | +33,682 |
| Illinois Tool Works Inc(ITW) | 0 | 132,746 | +132,746 | 0 | 32,821 | 0.14% | +32,821 |
| Gilead Sciences Inc(GILD) | 0 | 289,340 | +289,340 | 0 | 32,079 | 0.13% | +32,079 |
| Starbucks Corp(SBUX) | 0 | 348,173 | +348,173 | 0 | 31,903 | 0.13% | +31,903 |
| Pfizer Inc(PFE) | 0 | 1,291,757 | +1,291,757 | 0 | 31,312 | 0.13% | +31,312 |
| Embraer SA ADR(EMBJ) | 0 | 539,855 | +539,855 | 0 | 30,734 | 0.13% | +30,734 |
| Cirrus Logic Inc(CRUS) | 0 | 504,474 | +504,474 | 0 | 52,594 | 0.22% | +52,594 |
| Spotify Technology SA(SPOT) | 0 | 38,890 | +38,890 | 0 | 29,842 | 0.12% | +29,842 |
| Progressive Corp(PGR) | 0 | 111,500 | +111,500 | 0 | 29,755 | 0.12% | +29,755 |
| Kkr & Co Inc(KKR) | 0 | 223,561 | +223,561 | 0 | 29,740 | 0.12% | +29,740 |
| Stryker Corp(SYK) | 0 | 75,107 | +75,107 | 0 | 29,715 | 0.12% | +29,715 |
| Bank Of America Corp | 0 | 4,448,437 | +4,448,437 | 0 | 210,500 | 0.87% | +210,500 |
| Blackrock Inc(BLK) | 0 | 28,021 | +28,021 | 0 | 29,401 | 0.12% | +29,401 |
| ON Semiconductor Corp(ON) | 0 | 553,053 | +553,053 | 0 | 28,986 | 0.12% | +28,986 |
| Vistra Corp(VST) | 0 | 149,318 | +149,318 | 0 | 28,939 | 0.12% | +28,939 |
| United Parcel Service Inc(UPS) | 0 | 280,824 | +280,824 | 0 | 28,346 | 0.12% | +28,346 |
| Kla Corp(KLAC) | 0 | 30,953 | +30,953 | 0 | 27,726 | 0.11% | +27,726 |
| Equinix Inc(EQIX) | 0 | 34,099 | +34,099 | 0 | 27,125 | 0.11% | +27,125 |
| Mondelez International Inc(MDLZ) | 0 | 401,172 | +401,172 | 0 | 27,055 | 0.11% | +27,055 |
| Alphabet Inc(GOOG) | 0 | 950,341 | +950,341 | 0 | 168,581 | 0.70% | +168,581 |
| Prologis Inc(PLD) | 0 | 253,877 | +253,877 | 0 | 26,688 | 0.11% | +26,688 |
| Trane Technologies Plc(TT) | 0 | 60,741 | +60,741 | 0 | 26,569 | 0.11% | +26,569 |
| Marsh & Mclennan Cos Inc(MRSH) | 0 | 117,942 | +117,942 | 0 | 25,787 | 0.11% | +25,787 |
| Peloton Interactive Inc(PTON) | 0 | 3,711,752 | +3,711,752 | 0 | 25,760 | 0.11% | +25,760 |