Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BROADCOM INC(AVGO) | 923,148 | 943,262 | +20,114 | 155 | 260 | 3.63% | +105 |
| RADWARE LTD(RDWR) | 0 | 2,885,913 | +2,885,913 | 0 | 85 | 1.19% | +85 |
| CLOUDFLARE INC(NET) | 671,088 | 748,107 | +77,019 | 76 | 146 | 2.04% | +71 |
| NVIDIA CORPORATION(NVDA) | 173,908 | 441,085 | +267,177 | 19 | 70 | 0.97% | +51 |
| ORACLE CORP(ORCL) | 112,315 | 293,861 | +181,546 | 16 | 64 | 0.90% | +49 |
| CISCO SYS INC(CSCO) | 2,233,060 | 2,574,839 | +341,779 | 138 | 179 | 2.49% | +41 |
| SPDR SERIES TRUST ST STR P500ETF | 577,646 | 1,068,772 | +491,126 | 38 | 78 | 1.08% | +40 |
| ARM HOLDINGS PLC | 0 | 220,504 | +220,504 | 0 | 36 | 0.50% | +36 |
| A10 NETWORKS INC | 2,539,197 | 3,964,989 | +1,425,792 | 41 | 77 | 1.07% | +35 |
| MARVELL TECHNOLOGY INC(MRVL) | 211,804 | 524,370 | +312,566 | 13 | 41 | 0.57% | +28 |
| F5 INC(FFIV) | 281,418 | 346,896 | +65,478 | 75 | 102 | 1.42% | +27 |
| ARQIT QUANTUM INC(ARQQ) | 0 | 712,306 | +712,306 | 0 | 26 | 0.37% | +26 |
| CROWDSTRIKE HLDGS INC(CRWD) | 302,265 | 260,246 | -42,019 | 107 | 133 | 1.85% | +26 |
| ZSCALER INC(ZS) | 451,915 | 365,993 | -85,922 | 90 | 115 | 1.60% | +25 |
| CYBERARK SOFTWARE LTD | 236,303 | 258,107 | +21,804 | 80 | 105 | 1.47% | +25 |
| APPLE INC(AAPL) | 30,594 | 154,586 | +123,992 | 7 | 32 | 0.44% | +25 |
| RUBRIK INC.(RBRK) | 1,006,111 | 936,786 | -69,325 | 61 | 84 | 1.17% | +23 |
| VANGUARD BD INDEX FDS | 0 | 324,294 | +324,294 | 0 | 23 | 0.31% | +23 |
| VANGUARD BD INDEX FDS | 187,370 | 473,571 | +286,201 | 14 | 37 | 0.51% | +22 |
| PALO ALTO NETWORKS INC(PANW) | 645,192 | 646,224 | +1,032 | 110 | 132 | 1.85% | +22 |
| ISHARES TR | 0 | 195,248 | +195,248 | 0 | 22 | 0.30% | +22 |
| QUALCOMM INC(QCOM) | 119,214 | 248,740 | +129,526 | 18 | 40 | 0.55% | +21 |
| ISHARES TR | 0 | 555,824 | +555,824 | 0 | 20 | 0.29% | +20 |
| NUTANIX INC(NTNX) | 35,444 | 299,038 | +263,594 | 2 | 23 | 0.32% | +20 |
| SENTINELONE INC(S) | 3,378,778 | 4,450,644 | +1,071,866 | 61 | 81 | 1.14% | +20 |
| SALESFORCE INC(CRM) | 10,015 | 82,760 | +72,745 | 3 | 23 | 0.31% | +20 |
| CELESTICA INC(CLS) | 27,167 | 139,664 | +112,497 | 2 | 22 | 0.30% | +20 |
| QUANTUM COMPUTING INC(QUBT) | 0 | 1,019,460 | +1,019,460 | 0 | 20 | 0.27% | +20 |
| COLUMBIA ETF TR II EM CORE EX ETF | 866,460 | 1,319,497 | +453,037 | 26 | 45 | 0.63% | +20 |
| VARONIS SYS INC(VRNS) | 1,542,071 | 1,613,303 | +71,232 | 62 | 82 | 1.14% | +19 |
| VANGUARD INTL EQUITY INDEX F | 224,925 | 434,635 | +209,710 | 16 | 36 | 0.50% | +19 |
| FORTINET INC(FTNT) | 1,024,771 | 1,109,278 | +84,507 | 99 | 117 | 1.64% | +19 |
| VANGUARD INTL EQUITY INDEX F | 230,951 | 449,589 | +218,638 | 16 | 35 | 0.49% | +19 |
| ARISTA NETWORKS INC(ANET) | 38,082 | 208,349 | +170,267 | 3 | 21 | 0.30% | +18 |
| TENABLE HLDGS INC(TENB) | 1,687,589 | 2,249,740 | +562,151 | 59 | 76 | 1.06% | +17 |
| DATADOG INC(DDOG) | 5,379 | 129,226 | +123,847 | 1 | 17 | 0.24% | +17 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 180,887 | +180,887 | 0 | 17 | 0.23% | +17 |
| AST SPACEMOBILE INC(ASTS) | 94,779 | 398,563 | +303,784 | 2 | 19 | 0.26% | +16 |
| JUNIPER NETWORKS INC | 452,193 | 800,254 | +348,061 | 16 | 32 | 0.45% | +16 |
| QUALYS INC(QLYS) | 499,084 | 545,380 | +46,296 | 63 | 78 | 1.09% | +15 |
| GEN DIGITAL INC(GEN) | 2,972,160 | 3,192,465 | +220,305 | 79 | 94 | 1.31% | +15 |
| VANGUARD INTL EQUITY INDEX F | 0 | 280,746 | +280,746 | 0 | 14 | 0.19% | +14 |
| COMMSCOPE HLDG CO INC(VISN) | 0 | 1,671,762 | +1,671,762 | 0 | 14 | 0.19% | +14 |
| VIASAT INC(VSAT) | 263,924 | 1,131,429 | +867,505 | 3 | 17 | 0.23% | +14 |
| CALIX INC(CALX) | 0 | 255,685 | +255,685 | 0 | 14 | 0.19% | +14 |
| RAPID7 INC(RPD) | 1,880,084 | 2,731,192 | +851,108 | 50 | 63 | 0.88% | +13 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,178,382 | 1,370,809 | +192,427 | 47 | 60 | 0.84% | +13 |
| ADVANCED MICRO DEVICES INC(AMD) | 186,603 | 218,195 | +31,592 | 19 | 31 | 0.43% | +12 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,247,345 | 1,465,981 | +218,636 | 47 | 59 | 0.82% | +12 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,294,331 | 1,493,506 | +199,175 | 48 | 59 | 0.83% | +11 |
| INNOVATOR ETFS TRUST US EQTY PWR BF | 1,258,484 | 1,457,662 | +199,178 | 48 | 59 | 0.82% | +11 |
| VANGUARD BD INDEX FDS | 0 | 155,224 | +155,224 | 0 | 11 | 0.16% | +11 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 79,460 | +79,460 | 0 | 11 | 0.16% | +11 |
| CIENA CORP(CIEN) | 40,391 | 168,211 | +127,820 | 2 | 14 | 0.19% | +11 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,325,275 | 1,542,531 | +217,256 | 47 | 59 | 0.82% | +11 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,222,857 | 1,420,155 | +197,298 | 48 | 59 | 0.82% | +11 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,238,311 | 1,433,715 | +195,404 | 48 | 59 | 0.82% | +11 |
| ISHARES TR | 0 | 124,714 | +124,714 | 0 | 11 | 0.15% | +11 |
| AFFIRM HLDGS INC(AFRM) | 276,621 | 339,483 | +62,862 | 13 | 23 | 0.33% | +11 |
| COHERENT CORP(COHR) | 157,471 | 237,254 | +79,783 | 10 | 21 | 0.30% | +11 |
| NETAPP INC(NTAP) | 9,948 | 110,816 | +100,868 | 1 | 12 | 0.16% | +11 |
| KYNDRYL HLDGS INC(KD) | 0 | 260,494 | +260,494 | 0 | 11 | 0.15% | +11 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,156,228 | 1,334,566 | +178,338 | 48 | 59 | 0.82% | +11 |
| INNOVATOR ETFS TRUST US EQT PWR BUF | 1,324,884 | 1,551,834 | +226,950 | 47 | 58 | 0.81% | +11 |
| QORVO INC(QRVO) | 0 | 123,586 | +123,586 | 0 | 10 | 0.15% | +10 |
| TELEFONAKTIEBOLAGET LM ERICS(ERIC) | 0 | 1,231,869 | +1,231,869 | 0 | 10 | 0.15% | +10 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,294,851 | 1,483,262 | +188,411 | 48 | 59 | 0.82% | +10 |
| EXTREME NETWORKS(EXTR) | 0 | 580,363 | +580,363 | 0 | 10 | 0.15% | +10 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 846 | 63,290 | +62,444 | 0 | 10 | 0.14% | +10 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 798,878 | 1,095,375 | +296,497 | 12 | 22 | 0.31% | +10 |
| DYNATRACE INC(DT) | 0 | 182,369 | +182,369 | 0 | 10 | 0.14% | +10 |
| IRIDIUM COMMUNICATIONS INC(IRDM) | 92,133 | 416,561 | +324,428 | 3 | 13 | 0.18% | +10 |
| AT&T INC(T) | 49,117 | 394,644 | +345,527 | 1 | 11 | 0.16% | +10 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,215,102 | 1,385,567 | +170,465 | 49 | 59 | 0.82% | +10 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 1,355,231 | 1,546,071 | +190,840 | 49 | 58 | 0.82% | +10 |
| ON SEMICONDUCTOR CORP(ON) | 242,668 | 375,795 | +133,127 | 10 | 20 | 0.27% | +10 |
| NETSCOUT SYS INC(NTCT) | 0 | 395,062 | +395,062 | 0 | 10 | 0.14% | +10 |
| NOKIA CORP(NOK) | 3,707,857 | 5,623,955 | +1,916,098 | 20 | 29 | 0.41% | +10 |
| N-ABLE INC(NABL) | 0 | 1,152,104 | +1,152,104 | 0 | 9 | 0.13% | +9 |
| SKYWORKS SOLUTIONS INC(SWKS) | 6,550 | 130,041 | +123,491 | 0 | 10 | 0.14% | +9 |
| MAXLINEAR INC(MXL) | 0 | 651,028 | +651,028 | 0 | 9 | 0.13% | +9 |
| AMDOCS LTD(DOX) | 0 | 99,881 | +99,881 | 0 | 9 | 0.13% | +9 |
| GLOBALSTAR INC(GSAT) | 115,578 | 486,521 | +370,943 | 2 | 11 | 0.16% | +9 |
| SNOWFLAKE INC(SNOW) | 115,063 | 115,447 | +384 | 17 | 26 | 0.36% | +9 |
| MKS INC.(MKSI) | 143,993 | 206,461 | +62,468 | 12 | 21 | 0.29% | +9 |
| RADNET INC(RDNT) | 202,901 | 334,180 | +131,279 | 10 | 19 | 0.27% | +9 |
| CSG SYS INTL INC | 0 | 136,426 | +136,426 | 0 | 9 | 0.12% | +9 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 715 | 111,529 | +110,814 | 0 | 9 | 0.12% | +9 |
| IONQ INC(IONQ) | 548,162 | 487,133 | -61,029 | 12 | 21 | 0.29% | +9 |
| VANGUARD INDEX FDS | 81,538 | 89,089 | +7,551 | 30 | 39 | 0.54% | +9 |
| TERADYNE INC(TER) | 136,839 | 222,836 | +85,997 | 11 | 20 | 0.28% | +9 |
| AMERICAN TOWER CORP NEW(AMT) | 2,291 | 40,931 | +38,640 | 0 | 9 | 0.13% | +9 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 333,231 | 468,481 | +135,250 | 12 | 20 | 0.28% | +8 |
| TERADATA CORP DEL(TDC) | 502,048 | 871,525 | +369,477 | 11 | 19 | 0.27% | +8 |
| VERIZON COMMUNICATIONS INC(VZ) | 47,627 | 237,833 | +190,206 | 2 | 10 | 0.14% | +8 |
| MICRON TECHNOLOGY INC(MU) | 197,253 | 204,381 | +7,128 | 17 | 25 | 0.35% | +8 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 119,840 | 219,101 | +99,261 | 9 | 17 | 0.24% | +8 |
| VIAVI SOLUTIONS INC(VIAV) | 0 | 771,026 | +771,026 | 0 | 8 | 0.11% | +8 |
| MONGODB INC(MDB) | 69,890 | 95,058 | +25,168 | 12 | 20 | 0.28% | +8 |
| MICROSOFT CORP(MSFT) | 48,130 | 51,625 | +3,495 | 18 | 26 | 0.36% | +8 |