Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 4,392,089 | 7,277,058 | +2,884,969 | 901,125 | 1,852,957 | 5.06% | +951,832 |
| NVIDIA CORPORATION(NVDA) | 7,712,408 | 11,211,161 | +3,498,753 | 1,218,483 | 2,091,778 | 5.71% | +873,295 |
| MICROSOFT CORP(MSFT) | 1,956,421 | 2,777,581 | +821,160 | 973,144 | 1,438,648 | 3.92% | +465,505 |
| REDDIT INC(RDDT) | 1,825 | 2,013,243 | +2,011,418 | 275 | 463,026 | 1.26% | +462,751 |
| ALPHABET INC(GOOG) | 1,822,274 | 2,504,443 | +682,169 | 321,139 | 608,830 | 1.66% | +287,691 |
| ALPHABET INC(GOOG) | 1,414,251 | 1,966,067 | +551,816 | 250,874 | 478,836 | 1.31% | +227,962 |
| AMAZON COM INC(AMZN) | 2,256,213 | 3,276,763 | +1,020,550 | 494,991 | 719,479 | 1.96% | +224,488 |
| BROADCOM INC(AVGO) | 1,013,339 | 1,517,030 | +503,691 | 279,327 | 500,483 | 1.37% | +221,156 |
| TESLA INC(TSLA) | 628,072 | 889,628 | +261,556 | 199,513 | 395,635 | 1.08% | +196,122 |
| VANGUARD INDEX FDS | 243,945 | 490,686 | +246,741 | 138,569 | 300,487 | 0.82% | +161,918 |
| VANGUARD INDEX FDS | 297,167 | 658,237 | +361,070 | 90,318 | 216,014 | 0.59% | +125,696 |
| ROBINHOOD MKTS INC(HOOD) | 199,289 | 980,834 | +781,545 | 18,659 | 140,436 | 0.38% | +121,776 |
| BERKSHIRE HATHAWAY INC DEL | 573,152 | 758,547 | +185,395 | 278,421 | 381,352 | 1.04% | +102,932 |
| JPMORGAN CHASE & CO.(JPM) | 734,381 | 994,257 | +259,876 | 212,905 | 313,619 | 0.86% | +100,714 |
| JOHNSON & JOHNSON(JNJ) | 624,380 | 1,027,399 | +403,019 | 95,374 | 190,500 | 0.52% | +95,126 |
| APPLOVIN CORP(APP) | 99,344 | 180,105 | +80,761 | 34,778 | 129,413 | 0.35% | +94,635 |
| META PLATFORMS INC(META) | 799,865 | 928,140 | +128,275 | 590,373 | 681,608 | 1.86% | +91,235 |
| ORACLE CORP(ORCL) | 355,650 | 546,390 | +190,740 | 77,756 | 153,667 | 0.42% | +75,911 |
| WALMART INC(WMT) | 1,256,937 | 1,927,240 | +670,303 | 122,903 | 198,621 | 0.54% | +75,718 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 746,990 | 952,084 | +205,094 | 101,830 | 173,679 | 0.47% | +71,849 |
| ABBVIE INC(ABBV) | 392,691 | 608,118 | +215,427 | 72,891 | 140,804 | 0.38% | +67,912 |
| SPDR S&P 500 ETF TR(SPY) | 272,641 | 352,459 | +79,818 | 168,452 | 234,801 | 0.64% | +66,349 |
| HOME DEPOT INC(HD) | 243,146 | 374,244 | +131,098 | 89,147 | 151,640 | 0.41% | +62,493 |
| UNITEDHEALTH GROUP INC(UNH) | 146,906 | 309,939 | +163,033 | 45,830 | 107,022 | 0.29% | +61,192 |
| ARISTA NETWORKS INC(ANET) | 683,970 | 898,618 | +214,648 | 69,977 | 130,938 | 0.36% | +60,961 |
| INTUITIVE SURGICAL INC | 2,802 | 125,898 | +123,096 | 282 | 56,306 | 0.15% | +56,023 |
| ELI LILLY & CO(LLY) | 145,510 | 221,958 | +76,448 | 113,429 | 169,355 | 0.46% | +55,925 |
| ISHARES TR | 175,538 | 245,047 | +69,509 | 108,992 | 164,010 | 0.45% | +55,018 |
| MONSTER BEVERAGE CORP NEW(MNST) | 597,634 | 1,369,293 | +771,659 | 37,436 | 92,167 | 0.25% | +54,731 |
| LAM RESEARCH CORP(LRCX) | 532,571 | 782,122 | +249,551 | 51,841 | 104,726 | 0.29% | +52,886 |
| EXXON MOBIL CORP | 1,163,516 | 1,558,310 | +394,794 | 125,427 | 175,700 | 0.48% | +50,272 |
| ROBLOX CORP(RBLX) | 468,389 | 717,501 | +249,112 | 49,275 | 99,388 | 0.27% | +50,114 |
| GE AEROSPACE(GE) | 204,333 | 338,370 | +134,037 | 52,593 | 101,789 | 0.28% | +49,195 |
| NETFLIX INC(NFLX) | 127,873 | 183,391 | +55,518 | 171,240 | 219,872 | 0.60% | +48,632 |
| MASTERCARD INCORPORATED(MA) | 197,989 | 276,047 | +78,058 | 111,258 | 157,018 | 0.43% | +45,760 |
| CHEVRON CORP NEW(CVX) | 267,540 | 541,313 | +273,773 | 38,309 | 84,061 | 0.23% | +45,751 |
| EXPEDIA GROUP INC(EXPE) | 112,013 | 299,716 | +187,703 | 18,895 | 64,064 | 0.17% | +45,170 |
| VISA INC(V) | 396,813 | 542,152 | +145,339 | 140,889 | 185,080 | 0.50% | +44,191 |
| RTX CORPORATION(RTX) | 437,762 | 646,050 | +208,288 | 63,922 | 108,104 | 0.29% | +44,181 |
| GOLDMAN SACHS GROUP INC(GS) | 102,217 | 146,092 | +43,875 | 72,345 | 116,341 | 0.32% | +43,996 |
| AUTODESK INC | 76,413 | 212,275 | +135,862 | 23,655 | 67,434 | 0.18% | +43,778 |
| ISHARES TR | 2,802 | 432,375 | +429,573 | 282 | 43,540 | 0.12% | +43,258 |
| COINBASE GLOBAL INC(COIN) | 37,291 | 165,456 | +128,165 | 13,070 | 55,840 | 0.15% | +42,770 |
| TYSON FOODS INC(TSN) | 332,995 | 1,114,124 | +781,129 | 18,628 | 60,497 | 0.17% | +41,869 |
| PALO ALTO NETWORKS INC(PANW) | 247,471 | 454,123 | +206,652 | 50,643 | 92,469 | 0.25% | +41,826 |
| SHERWIN WILLIAMS CO(SHW) | 81,701 | 200,481 | +118,780 | 28,053 | 69,419 | 0.19% | +41,366 |
| CATERPILLAR INC(CAT) | 132,563 | 193,501 | +60,938 | 51,463 | 92,329 | 0.25% | +40,867 |
| KILROY RLTY CORP(KRC) | 864,541 | 1,668,154 | +803,613 | 29,662 | 70,480 | 0.19% | +40,817 |
| GENERAL DYNAMICS CORP(GD) | 160,334 | 256,529 | +96,195 | 46,763 | 87,476 | 0.24% | +40,713 |
| MEDTRONIC PLC(MDT) | 417,488 | 787,905 | +370,417 | 36,392 | 75,040 | 0.20% | +38,648 |
| NU HLDGS LTD(NU) | 930,807 | 3,203,883 | +2,273,076 | 12,771 | 51,294 | 0.14% | +38,524 |
| PULTE GROUP INC(PHM) | 302,052 | 520,248 | +218,196 | 31,854 | 68,740 | 0.19% | +36,886 |
| CIRRUS LOGIC INC(CRUS) | 368,760 | 598,433 | +229,673 | 38,445 | 74,978 | 0.20% | +36,533 |
| ULTA BEAUTY INC(ULTA) | 72,010 | 127,834 | +55,824 | 33,688 | 69,894 | 0.19% | +36,206 |
| AIRBNB INC | 301,733 | 622,454 | +320,721 | 39,931 | 75,578 | 0.21% | +35,647 |
| MASCO CORP(MAS) | 584,451 | 1,035,350 | +450,899 | 37,615 | 72,878 | 0.20% | +35,263 |
| ROBERT HALF INC.(RHI) | 167,833 | 1,222,950 | +1,055,117 | 6,890 | 41,556 | 0.11% | +34,666 |
| BANK AMERICA CORP | 1,370,023 | 1,922,909 | +552,886 | 64,830 | 99,203 | 0.27% | +34,373 |
| MOHAWK INDS INC(MHK) | 80,468 | 332,025 | +251,557 | 8,436 | 42,805 | 0.12% | +34,369 |
| CITIGROUP INC(C) | 654,172 | 882,851 | +228,679 | 55,683 | 89,609 | 0.24% | +33,926 |
| MCDONALDS CORP(MCD) | 177,510 | 281,749 | +104,239 | 51,863 | 85,621 | 0.23% | +33,758 |
| TORO CO(TORO) | 268,367 | 690,006 | +421,639 | 18,968 | 52,578 | 0.14% | +33,610 |
| CURTISS WRIGHT CORP(CW) | 46,481 | 101,713 | +55,232 | 22,709 | 55,224 | 0.15% | +32,515 |
| CISCO SYS INC(CSCO) | 1,067,782 | 1,550,597 | +482,815 | 74,083 | 106,092 | 0.29% | +32,009 |
| CUMMINS INC(CMI) | 128,675 | 175,542 | +46,867 | 42,141 | 74,144 | 0.20% | +32,003 |
| AUTONATION INC(AN) | 75,002 | 212,768 | +137,766 | 14,899 | 46,547 | 0.13% | +31,648 |
| MOLINA HEALTHCARE INC(MOH) | 42,585 | 230,593 | +188,008 | 12,686 | 44,126 | 0.12% | +31,440 |
| ADOBE INC(ADBE) | 141,514 | 243,848 | +102,334 | 54,749 | 86,017 | 0.23% | +31,268 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 84,684 | 135,025 | +50,341 | 34,336 | 65,490 | 0.18% | +31,154 |
| MORGAN STANLEY(MS) | 355,420 | 510,240 | +154,820 | 50,065 | 81,108 | 0.22% | +31,043 |
| SKYWORKS SOLUTIONS INC(SWKS) | 376,877 | 765,263 | +388,386 | 28,085 | 58,910 | 0.16% | +30,825 |
| GENPACT LIMITED SHS | 499,226 | 1,258,969 | +759,743 | 21,971 | 52,738 | 0.14% | +30,767 |
| AFFIRM HLDGS INC(AFRM) | 156,560 | 568,589 | +412,029 | 10,825 | 41,553 | 0.11% | +30,728 |
| BOYD GAMING CORP(BYD) | 384,999 | 697,104 | +312,105 | 30,119 | 60,265 | 0.16% | +30,146 |
| QUALCOMM INC(QCOM) | 406,220 | 566,406 | +160,186 | 64,695 | 94,227 | 0.26% | +29,533 |
| OWENS CORNING NEW(OC) | 119,826 | 325,100 | +205,274 | 16,479 | 45,989 | 0.13% | +29,510 |
| DOLLAR GEN CORP NEW(DG) | 96,783 | 385,938 | +289,155 | 11,070 | 39,887 | 0.11% | +28,817 |
| INVESCO QQQ TR | 63,723 | 106,452 | +42,729 | 35,152 | 63,911 | 0.17% | +28,758 |
| RALPH LAUREN CORP(RL) | 124,351 | 200,287 | +75,936 | 34,107 | 62,802 | 0.17% | +28,695 |
| MICRON TECHNOLOGY INC(MU) | 226,329 | 337,095 | +110,766 | 27,895 | 56,403 | 0.15% | +28,508 |
| OMEGA HEALTHCARE INVS INC(OHI) | 438,713 | 1,048,477 | +609,764 | 16,079 | 44,267 | 0.12% | +28,188 |
| COSTCO WHSL CORP NEW(COST) | 155,566 | 196,801 | +41,235 | 154,002 | 182,165 | 0.50% | +28,163 |
| ABBOTT LABS | 497,076 | 714,713 | +217,637 | 67,607 | 95,729 | 0.26% | +28,121 |
| TAPESTRY INC(TPR) | 150,840 | 361,705 | +210,865 | 13,245 | 40,952 | 0.11% | +27,707 |
| QUEST DIAGNOSTICS INC(DGX) | 51,676 | 193,514 | +141,838 | 9,283 | 36,880 | 0.10% | +27,597 |
| LOWES COS INC(LOW) | 105,686 | 202,148 | +96,462 | 23,449 | 50,802 | 0.14% | +27,353 |
| CVS HEALTH CORP(CVS) | 518,882 | 831,562 | +312,680 | 35,793 | 62,691 | 0.17% | +26,899 |
| FOX CORP(FOX) | 628,770 | 983,154 | +354,384 | 35,236 | 61,998 | 0.17% | +26,761 |
| WESTERN DIGITAL CORP(WDC) | 305,542 | 385,149 | +79,607 | 19,552 | 46,241 | 0.13% | +26,689 |
| DOORDASH INC(DASH) | 588,844 | 630,968 | +42,124 | 145,156 | 171,617 | 0.47% | +26,461 |
| ALLISON TRANSMISSION HLDGS I(ALSN) | 222,819 | 559,717 | +336,898 | 21,166 | 47,509 | 0.13% | +26,343 |
| AMPHENOL CORP NEW | 327,691 | 473,500 | +145,809 | 32,360 | 58,596 | 0.16% | +26,236 |
| CONAGRA BRANDS INC(CAG) | 701,505 | 2,201,368 | +1,499,863 | 14,360 | 40,307 | 0.11% | +25,947 |
| ACCENTURE PLC IRELAND SHS CLASS A | 276,627 | 437,586 | +160,959 | 82,681 | 107,909 | 0.29% | +25,228 |
| KLA CORP(KLAC) | 48,140 | 63,245 | +15,105 | 43,121 | 68,216 | 0.19% | +25,095 |
| UBER TECHNOLOGIES INC(UBER) | 643,705 | 868,857 | +225,152 | 60,058 | 85,122 | 0.23% | +25,064 |
| GARMIN LTD(GRMN) | 86,786 | 173,519 | +86,733 | 18,114 | 42,724 | 0.12% | +24,610 |
| COGNEX CORP(CGNX) | 32,538 | 565,312 | +532,774 | 1,032 | 25,609 | 0.07% | +24,577 |
| DATADOG INC(DDOG) | 184,376 | 346,301 | +161,925 | 24,767 | 49,313 | 0.13% | +24,546 |
| BIO-TECHNE CORP(TECH) | 653,411 | 1,042,944 | +389,533 | 33,618 | 58,019 | 0.16% | +24,401 |