Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 1,477,541 | +1,477,541 | 0 | 295,641 | 7339.18% | +295,641 |
| APPLE INC(AAPL) | 0 | 909,503 | +909,503 | 0 | 263,174 | 6533.19% | +263,174 |
| MICROSOFT CORP(MSFT) | 0 | 468,211 | +468,211 | 0 | 174,652 | 4335.67% | +174,652 |
| AMAZON COM INC(AMZN) | 0 | 605,597 | +605,597 | 0 | 144,338 | 3583.14% | +144,338 |
| ALPHABET INC(GOOG) | 0 | 367,687 | +367,687 | 0 | 131,400 | 3261.96% | +131,400 |
| BROADCOM INC(AVGO) | 0 | 291,560 | +291,560 | 0 | 110,137 | 2734.10% | +110,137 |
| ALPHABET INC(GOOG) | 0 | 300,034 | +300,034 | 0 | 106,011 | 2631.68% | +106,011 |
| MICRON TECHNOLOGY INC(MU) | 0 | 70,538 | +70,538 | 0 | 81,421 | 2021.25% | +81,421 |
| META PLATFORMS INC(META) | 0 | 137,840 | +137,840 | 0 | 77,644 | 1927.48% | +77,644 |
| TESLA INC(TSLA) | 0 | 178,132 | +178,132 | 0 | 74,922 | 1859.92% | +74,922 |
| ELI LILLY & CO(LLY) | 0 | 50,577 | +50,577 | 0 | 60,664 | 1505.95% | +60,664 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 101,669 | +101,669 | 0 | 59,061 | 1466.16% | +59,061 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 116,440 | +116,440 | 0 | 58,265 | 1446.42% | +58,265 |
| JPMORGAN CHASE & CO(JPM) | 0 | 171,502 | +171,502 | 0 | 56,138 | 1393.60% | +56,138 |
| INTEL CORP(INTC) | 0 | 278,569 | +278,569 | 0 | 38,897 | 965.59% | +38,897 |
| JOHNSON & JOHNSON(JNJ) | 0 | 151,923 | +151,923 | 0 | 38,584 | 957.83% | +38,584 |
| VISA INC(V) | 0 | 106,271 | +106,271 | 0 | 36,461 | 905.12% | +36,461 |
| EXXON MOBIL CORP | 0 | 266,716 | +266,716 | 0 | 36,465 | 905.24% | +36,465 |
| APPLIED MATLS INC | 0 | 50,082 | +50,082 | 0 | 36,209 | 898.88% | +36,209 |
| LAM RESEARCH CORP(LRCX) | 0 | 79,266 | +79,266 | 0 | 34,348 | 852.68% | +34,348 |
| CATERPILLAR INC(CAT) | 0 | 29,232 | +29,232 | 0 | 31,129 | 772.77% | +31,129 |
| WALMART INC(WMT) | 0 | 274,665 | +274,665 | 0 | 31,109 | 772.26% | +31,109 |
| CISCO SYS INC(CSCO) | 0 | 251,276 | +251,276 | 0 | 29,515 | 732.70% | +29,515 |
| ABBVIE INC(ABBV) | 0 | 111,842 | +111,842 | 0 | 28,144 | 698.66% | +28,144 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 28,021 | +28,021 | 0 | 26,213 | 650.72% | +26,213 |
| MASTERCARD INCORPORATED(MA) | 0 | 50,786 | +50,786 | 0 | 26,084 | 647.52% | +26,084 |
| KLA CORP(KLAC) | 0 | 83,069 | +83,069 | 0 | 25,063 | 622.17% | +25,063 |
| GE AEROSPACE(GE) | 0 | 65,666 | +65,666 | 0 | 24,541 | 609.23% | +24,541 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 57,448 | +57,448 | 0 | 23,877 | 592.74% | +23,877 |
| BANK OF AMER CORP | 0 | 414,622 | +414,622 | 0 | 23,625 | 586.49% | +23,625 |
| HOME DEPOT INC(HD) | 0 | 62,857 | +62,857 | 0 | 22,168 | 550.32% | +22,168 |
| PROCTER & GAMBLE CO(PG) | 0 | 148,286 | +148,286 | 0 | 21,745 | 539.80% | +21,745 |
| MERCK & CO INC(MRK) | 0 | 156,894 | +156,894 | 0 | 20,161 | 500.49% | +20,161 |
| GE VERNOVA INC(GEV) | 0 | 17,044 | +17,044 | 0 | 20,024 | 497.10% | +20,024 |
| COCA COLA CO(KO) | 0 | 245,510 | +245,510 | 0 | 19,953 | 495.32% | +19,953 |
| CHEVRON CORPORATION(CVX) | 0 | 118,275 | +118,275 | 0 | 19,605 | 486.69% | +19,605 |
| NETFLIX INC.(NFLX) | 0 | 267,555 | +267,555 | 0 | 19,103 | 474.24% | +19,103 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 18,550 | +18,550 | 0 | 18,761 | 465.73% | +18,761 |
| PHILIP MORRIS INTL INC(PM) | 0 | 98,358 | +98,358 | 0 | 17,794 | 441.73% | +17,794 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 50,500 | +50,500 | 0 | 17,222 | 427.52% | +17,222 |
| TEXAS INSTRS INC(TXN) | 0 | 57,376 | +57,376 | 0 | 17,102 | 424.55% | +17,102 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 58,738 | +58,738 | 0 | 16,518 | 410.05% | +16,518 |
| WELLS FARGO & CO(WFC) | 0 | 195,515 | +195,515 | 0 | 16,157 | 401.10% | +16,157 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 137,900 | +137,900 | 0 | 16,089 | 399.40% | +16,089 |
| RTX CORPORATION(RTX) | 0 | 84,463 | +84,463 | 0 | 16,025 | 397.82% | +16,025 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 53,441 | +53,441 | 0 | 15,920 | 395.20% | +15,920 |
| ORACLE CORP(ORCL) | 0 | 106,271 | +106,271 | 0 | 15,574 | 386.62% | +15,574 |
| LINDE PLC(LIN) | 0 | 29,646 | +29,646 | 0 | 15,384 | 381.91% | +15,384 |
| CITIGROUP INC(C) | 0 | 109,422 | +109,422 | 0 | 15,315 | 380.18% | +15,315 |
| MORGAN STANLEY(MS) | 0 | 71,622 | +71,622 | 0 | 14,972 | 371.67% | +14,972 |
| WESTERN DIGITAL CORP(WDC) | 0 | 21,479 | +21,479 | 0 | 13,719 | 340.57% | +13,719 |
| AMPHENOL CORP | 0 | 77,031 | +77,031 | 0 | 13,582 | 337.17% | +13,582 |
| CORNING INC(GLW) | 0 | 49,289 | +49,289 | 0 | 12,590 | 312.54% | +12,590 |
| QUALCOMM INC(QCOM) | 0 | 67,509 | +67,509 | 0 | 12,475 | 309.69% | +12,475 |
| AMGEN INC(AMGN) | 0 | 33,956 | +33,956 | 0 | 12,296 | 305.25% | +12,296 |
| ANALOG DEVICES INC(ADI) | 0 | 30,857 | +30,857 | 0 | 12,255 | 304.24% | +12,255 |
| MCDONALDS CORP(MCD) | 0 | 45,129 | +45,129 | 0 | 12,199 | 302.83% | +12,199 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 23,841 | +23,841 | 0 | 11,953 | 296.73% | +11,953 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 15,610 | +15,610 | 0 | 11,913 | 295.73% | +11,913 |
| PEPSICO INC(PEP) | 0 | 86,510 | +86,510 | 0 | 11,713 | 290.78% | +11,713 |
| NEXTERA ENERGY INC(NEE) | 0 | 131,705 | +131,705 | 0 | 11,560 | 286.97% | +11,560 |
| AMERICAN EXPRESS CO(AXP) | 0 | 34,094 | +34,094 | 0 | 11,532 | 286.28% | +11,532 |
| VERIZON COMMUNICATIONS INC(VZ) | 0 | 266,633 | +266,633 | 0 | 11,289 | 280.25% | +11,289 |
| HONEYWELL INTL INC | 0 | 50,156 | +50,156 | 0 | 11,230 | 278.78% | +11,230 |
| ARISTA NETWORKS INC(ANET) | 0 | 65,126 | +65,126 | 0 | 11,064 | 274.65% | +11,064 |
| DISNEY WALT CO(DIS) | 0 | 112,152 | +112,152 | 0 | 10,795 | 267.97% | +10,795 |
| TJX COS INC NEW(TJX) | 0 | 70,614 | +70,614 | 0 | 10,698 | 265.57% | +10,698 |
| EATON CORP PLC(ETN) | 0 | 24,741 | +24,741 | 0 | 10,543 | 261.72% | +10,543 |
| BOEING CO(BA) | 0 | 47,701 | +47,701 | 0 | 10,326 | 256.33% | +10,326 |
| UNION PAC CORP(UNP) | 0 | 37,755 | +37,755 | 0 | 10,269 | 254.93% | +10,269 |
| GILEAD SCIENCES INC(GILD) | 0 | 78,623 | +78,623 | 0 | 9,933 | 246.59% | +9,933 |
| ABBOTT LABORATORIES | 0 | 109,316 | +109,316 | 0 | 9,919 | 246.24% | +9,919 |
| WELLTOWER INC(WELL) | 0 | 43,410 | +43,410 | 0 | 9,853 | 244.59% | +9,853 |
| DEERE & CO(DE) | 0 | 15,425 | +15,425 | 0 | 9,785 | 242.90% | +9,785 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 105,429 | +105,429 | 0 | 9,728 | 241.49% | +9,728 |
| BLACKROCK INC(BLK) | 0 | 9,631 | +9,631 | 0 | 9,261 | 229.90% | +9,261 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 127,102 | +127,102 | 0 | 9,172 | 227.68% | +9,172 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 51,343 | +51,343 | 0 | 9,151 | 227.18% | +9,151 |
| AT&T INC(T) | 0 | 436,317 | +436,317 | 0 | 9,032 | 224.21% | +9,032 |
| SALESFORCE INC(CRM) | 0 | 57,562 | +57,562 | 0 | 9,018 | 223.86% | +9,018 |
| INTUITIVE SURGICAL INC | 0 | 22,284 | +22,284 | 0 | 8,862 | 219.99% | +8,862 |
| PFIZER INC(PFE) | 0 | 358,649 | +358,649 | 0 | 8,636 | 214.39% | +8,636 |
| DELL TECHNOLOGIES INC(DELL) | 0 | 19,711 | +19,711 | 0 | 8,505 | 211.12% | +8,505 |
| CVS HEALTH CORP(CVS) | 0 | 79,069 | +79,069 | 0 | 8,180 | 203.06% | +8,180 |
| CONOCOPHILLIPS(COP) | 0 | 78,118 | +78,118 | 0 | 8,121 | 201.60% | +8,121 |
| PROGRESSIVE CORP(PGR) | 0 | 36,995 | +36,995 | 0 | 8,082 | 200.62% | +8,082 |
| VERTIV HOLDINGS CO(VRT) | 0 | 24,017 | +24,017 | 0 | 8,041 | 199.62% | +8,041 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 0 | 16,023 | +16,023 | 0 | 7,959 | 197.58% | +7,959 |
| PROLOGIS INC.(PLD) | 0 | 58,560 | +58,560 | 0 | 7,933 | 196.94% | +7,933 |
| CHUBB LIMITED COM | 0 | 23,074 | +23,074 | 0 | 7,862 | 195.18% | +7,862 |
| PARKER-HANNIFIN CORP(PH) | 0 | 7,985 | +7,985 | 0 | 7,810 | 193.89% | +7,810 |
| LOWES COS INC(LOW) | 0 | 35,383 | +35,383 | 0 | 7,802 | 193.67% | +7,802 |
| S&P GLOBAL INC(SPGI) | 0 | 19,138 | +19,138 | 0 | 7,794 | 193.49% | +7,794 |
| CAPITAL ONE FINL CORP(COF) | 0 | 38,792 | +38,792 | 0 | 7,782 | 193.20% | +7,782 |
| APPLOVIN CORP(APP) | 0 | 15,051 | +15,051 | 0 | 7,755 | 192.51% | +7,755 |
| ALTRIA GROUP INC(MO) | 0 | 106,495 | +106,495 | 0 | 7,662 | 190.21% | +7,662 |
| DANAHER CORP DEL(DHR) | 0 | 39,752 | +39,752 | 0 | 7,572 | 187.97% | +7,572 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 128,658 | +128,658 | 0 | 7,413 | 184.03% | +7,413 |
| STARBUCKS CORP(SBUX) | 0 | 71,805 | +71,805 | 0 | 7,338 | 182.16% | +7,338 |
| TRANE TECHNOLOGIES PLC(TT) | 0 | 14,074 | +14,074 | 0 | 6,913 | 171.60% | +6,913 |