| Abbott Laboratories | COM | $2.2M | 0.1%Prev: 0.1% | 21,779 SH | Decreased+965 SH |
| AbbVie Inc. | COM | $418K | 0.0%Prev: 0.0% | 1,923 SH | Increased |
| Advanced Micro Devices, Inc. | COM | $113.9M | 3.3%Prev: 2.2% | 559,718 SH | Increased-322,071 SH |
| Alphabet Inc. Class A | COM | $65.2M | 1.9%Prev: 0.0% | 226,780 SH | Increased+222,660 SH |
| Alphabet Inc. Class C | COM | $156.8M | 4.5%Prev: 2.5% | 546,481 SH | Increased-107,949 SH |
| Amazon.com, Inc. | COM | $131.9M | 3.8%Prev: 5.4% | 633,290 SH | Decreased-524,809 SH |
| American Express Company | COM | $514K | 0.0%Prev: 0.0% | 1,700 SH | Increased |
| Amgen Inc. | COM | $3.5M | 0.1%Prev: 0.1% | 9,999 SH | Increased+435 SH |
| Amphenol Corporation | COM | $22.5M | 0.6%Prev: 0.3% | 177,935 SH | Increased+1,925 SH |
| Amprius Technologies, Inc. | COM | $4.0M | 0.1% | 236,875 SH | New |
| AppFolio, Inc. | COM | $6.0M | 0.2%Prev: 0.1% | 38,300 SH | Increased+18,300 SH |
| Apple Inc. | COM | $127.4M | 3.7%Prev: 2.6% | 501,815 SH | Increased+14,284 SH |
| Applied Materials, Inc. | COM | $26.9M | 0.8%Prev: 0.2% | 78,800 SH | Increased+8,800 SH |
| AppLovin Corporation, Class A | COM | $33.9M | 1.0% | 85,199 SH | New |
| Arcutis Biotherapeutics, Inc. | COM | $8.4M | 0.2% | 357,490 SH | New |
| Ares Management Corporation | COM | $239K | 0.0%Prev: 0.5% | 2,193 SH | Decreased-148,812 SH |
| Arista Networks Inc | COM | $31.2M | 0.9%Prev: 0.5% | 253,900 SH | Increased+800 SH |
| Arm Holdings Plc | COM | $8.6M | 0.2%Prev: 1.2% | 57,100 SH | Decreased-414,427 SH |
| ASML Holding N.V. | COM | $17.5M | 0.5%Prev: 0.2% | 13,222 SH | Increased-631 SH |
| Axon Enterprise, Inc. | COM | $122.4M | 3.5%Prev: 5.3% | 288,211 SH | Decreased-127,053 SH |
| BlackRock, Inc. | COM | $4.5M | 0.1%Prev: 0.1% | 4,639 SH | Increased+386 SH |
| Blackstone Inc. | COM | $1.8M | 0.1%Prev: 0.1% | 15,800 SH | Decreased-175 SH |
| Bloom Energy Corporation | COM | $4.8M | 0.1% | 35,075 SH | New |
| Booking Holdings Inc. | COM | $4.8M | 0.1%Prev: 0.3% | 1,132 SH | Decreased-1,945 SH |
| Broadcom Inc. | COM | $96.7M | 2.8%Prev: 1.5% | 312,560 SH | Increased-57,840 SH |
| Broadridge Financial Solutions | COM | $349K | 0.0%Prev: 0.2% | 2,145 SH | Decreased-26,665 SH |
| Cadence Design Systems, Inc. | COM | $18.1M | 0.5%Prev: 0.3% | 65,000 SH | Increased+21,975 SH |
| Caris Life Sciences, Inc. | COM | $10.9M | 0.3% | 610,233 SH | New |
| Cashmere Valley Bank | COM | $27.7M | 0.8% | 370,059 SH | New |
| Cintas Corporation | COM | $3.6M | 0.1%Prev: 0.1% | 21,120 SH | Decreased+1,205 SH |
| Cisco Systems, Inc. | COM | $1.3M | 0.0%Prev: 0.0% | 16,415 SH | Increased+1,560 SH |
| Coherent Corp. | COM | $3.5M | 0.1% | 14,800 SH | New |
| Costco Wholesale Corporation | COM | $8.2M | 0.2%Prev: 0.2% | 8,248 SH | Increased+153 SH |
| Credo Technology Group Holding | COM | $37.8M | 1.1%Prev: 0.1% | 402,961 SH | Increased+309,861 SH |
| CrowdStrike Holdings, Inc. | COM | $57.4M | 1.7%Prev: 2.5% | 147,088 SH | Decreased-139,053 SH |
| D. R. Horton, Inc. | COM | $215K | 0.0% | 1,565 SH | New |
| Datadog, Inc. | COM | $19.4M | 0.6%Prev: 0.5% | 163,995 SH | Decreased-45,790 SH |
| Deere & Company | COM | $2.5M | 0.1% | 4,390 SH | New |
| Dell Technologies Inc. | COM | $17.0M | 0.5%Prev: 0.4% | 103,790 SH | Increased-55,040 SH |
| DraftKings Inc. | COM | $2.5M | 0.1%Prev: 0.2% | 116,540 SH | Decreased-74,550 SH |
| Ecolab Inc. | COM | $1.7M | 0.0%Prev: 0.0% | 6,230 SH | Increased+730 SH |
| Insulet Corporation | COM | $29.3M | 0.8% | 139,407 SH | New |
| Intuit Inc. | COM | $11.0M | 0.3%Prev: 0.4% | 25,446 SH | Decreased-355 SH |
| iShares MSCI KLD 400 Social | COM | $736K | 0.0%Prev: 0.0% | 6,075 SH | Increased-675 SH |
| Johnson & Johnson | COM | $2.7M | 0.1%Prev: 0.0% | 11,164 SH | Increased+775 SH |
| JPMorgan Chase & Co. | COM | $8.5M | 0.2%Prev: 0.2% | 28,993 SH | Increased-765 SH |
| Karman Holdings Inc. | COM | $50.1M | 1.4% | 626,384 SH | New |
| KLA Corporation | COM | $22.1M | 0.6%Prev: 0.2% | 15,000 SH | Increased |
| Kraken Robotics Inc | COM | $2.4M | 0.1% | 410,125 SH | New |
| LGI HOMES, INC. | COM | $243K | 0.0% | 6,150 SH | New |
| Makemytrip Limited | COM | $1.4M | 0.0% | 36,685 SH | New |
| MercadoLibre, Inc. | COM | $123.8M | 3.6%Prev: 5.8% | 71,626 SH | Decreased-49,528 SH |
| Meta Platforms, Inc. | COM | $128.7M | 3.7%Prev: 5.8% | 225,013 SH | Decreased-184,899 SH |
| Micron Technology, Inc. | COM | $64.8M | 1.9%Prev: 0.7% | 191,950 SH | Increased-118,850 SH |
| Microsoft Corporation | COM | $116.4M | 3.3%Prev: 3.0% | 314,420 SH | Decreased-16,012 SH |
| Mirion Technologies, Inc. | COM | $6.1M | 0.2% | 326,300 SH | New |
| MongoDB, Inc. | COM | $8.1M | 0.2%Prev: 0.3% | 33,200 SH | Decreased-32,590 SH |
| Monolithic Power Systems, Inc. | COM | $89.6M | 2.6%Prev: 0.6% | 81,911 SH | Increased+39,228 SH |
| Natera, Inc. | COM | $52.3M | 1.5%Prev: 1.5% | 261,479 SH | Decreased-168,186 SH |
| Nebius Group N.V. | COM | $2.5M | 0.1%Prev: 0.0% | 23,650 SH | Increased-39,400 SH |
| Netflix, Inc. | COM | $58.5M | 1.7%Prev: 3.1% | 608,320 SH | Decreased+471,397 SH |
| Nextera Energy, Inc. | COM | $1.2M | 0.0%Prev: 0.0% | 12,568 SH | Decreased-8,835 SH |
| nLIGHT, Inc. | COM | $16.3M | 0.5% | 285,560 SH | New |
| NVIDIA Corporation | COM | $344.6M | 9.9%Prev: 8.2% | 1,976,199 SH | Increased-1,131,731 SH |
| NXP Semiconductors N.V. | COM | $14.4M | 0.4%Prev: 0.1% | 73,100 SH | Increased+62,200 SH |
| On Holding AG | COM | $13.7M | 0.4%Prev: 0.6% | 403,109 SH | Decreased-187,894 SH |
| Oracle Corporation | COM | $14.0M | 0.4%Prev: 0.6% | 95,020 SH | Decreased-68,690 SH |
| PACCAR Inc | COM | $3.4M | 0.1%Prev: 0.1% | 29,031 SH | Increased+6,196 SH |
| Palo Alto Networks, Inc. | COM | $15.2M | 0.4%Prev: 2.0% | 94,930 SH | Decreased-382,524 SH |
| Planet Labs PBC | COM | $366K | 0.0% | 13,100 SH | New |
| QUALCOMM Incorporated | COM | $16.2M | 0.5%Prev: 0.5% | 125,512 SH | Decreased+3,540 SH |
| Quanta Services, Inc. | COM | $55.0M | 1.6%Prev: 0.7% | 100,176 SH | Increased-8,620 SH |
| Quest Diagnostics Incorporated | COM | $2.2M | 0.1% | 11,075 SH | New |
| Reddit, Inc. Class A | COM | $2.1M | 0.1% | 15,300 SH | New |
| Rivian Automotive, Inc. | COM | $1.6M | 0.0%Prev: 0.1% | 103,880 SH | Decreased-124,575 SH |
| Rocket Lab Corporation | COM | $65.8M | 1.9% | 1,024,998 SH | New |
| Rubrik, Inc. | COM | $1.5M | 0.0% | 30,875 SH | New |
| Samsara Inc. | COM | $22.9M | 0.7%Prev: 0.5% | 724,043 SH | Increased+136,234 SH |
| Schwab Cap Tr | COM | $66.5M | 1.9% | 4,229,104 SH | New |
| Seagate Technology Holdings PL | COM | $7.2M | 0.2% | 18,500 SH | New |
| ServiceNow, Inc. | COM | $37.2M | 1.1%Prev: 3.1% | 356,014 SH | Decreased+195,378 SH |
| ServiceTitan, Inc. Class A | COM | $2.9M | 0.1% | 45,800 SH | New |
| SharkNinja, Inc. | COM | $12.6M | 0.4% | 118,710 SH | New |
| Shopify Inc. | COM | $155.3M | 4.5%Prev: 5.6% | 1,309,176 SH | Decreased-1,103,663 SH |
| Snowflake Inc. | COM | $65.3M | 1.9%Prev: 1.1% | 433,142 SH | Increased+123,362 SH |
| Spdr Dow Jones Indl Average Ut | COM | $301K | 0.0% | 650 SH | New |
| Sportradar Group Ag | COM | $3.8M | 0.1%Prev: 0.1% | 228,600 SH | Decreased |
| Spotify Technology S.A. | COM | $37.5M | 1.1%Prev: 2.1% | 77,421 SH | Decreased-82,276 SH |
| Starbucks Corporation | COM | $942K | 0.0%Prev: 0.0% | 10,512 SH | Decreased-540 SH |
| State Street Spdr S&P 500 ETF | COM | $2.0M | 0.1% | 3,145 SH | New |
| Symbotic Inc. | COM | $2.5M | 0.1%Prev: 0.3% | 47,450 SH | Decreased-515,418 SH |
| Taiwan Semiconductor Mfg Ltd | COM | $22.8M | 0.7% | 67,550 SH | New |
| Tesla, Inc. | COM | $199.7M | 5.7%Prev: 6.4% | 537,194 SH | Decreased-476,452 SH |
| The Home Depot, Inc. | COM | $3.7M | 0.1%Prev: 0.1% | 11,137 SH | Decreased+220 SH |
| The Progressive Corporation | COM | $3.5M | 0.1%Prev: 0.1% | 17,595 SH | Decreased-595 SH |
| The Trade Desk, Inc. | COM | $459K | 0.0%Prev: 2.9% | 20,235 SH | Decreased-2,149,038 SH |
| The Walt Disney Company | COM | $628K | 0.0%Prev: 0.0% | 6,513 SH | Increased+1,185 SH |
| Toast, Inc. | COM | $47.0M | 1.4%Prev: 1.8% | 1,774,581 SH | Decreased-449,760 SH |
| Tractor Supply Company | COM | $826K | 0.0%Prev: 0.0% | 18,245 SH | Decreased-285 SH |
| TransMedics Group, Inc. | COM | $28.5M | 0.8% | 286,521 SH | New |
| Uber Technologies, Inc. | COM | $56.2M | 1.6%Prev: 2.8% | 781,151 SH | Decreased-778,984 SH |
| Veeva Systems Inc. | COM | $20.5M | 0.6%Prev: 1.2% | 116,712 SH | Decreased-93,621 SH |
| Vertiv Holdings Co | COM | $75.2M | 2.2%Prev: 0.2% | 299,962 SH | Increased+209,962 SH |
| Visa Inc. | COM | $20.0M | 0.6%Prev: 0.2% | 66,308 SH | Increased+46,075 SH |
| Vulcan Materials Company | COM | $1.7M | 0.0% | 6,315 SH | New |
| Waste Management, Inc. | COM | $2.6M | 0.1%Prev: 0.0% | 11,155 SH | Increased+3,925 SH |
| Wingstop Inc. | COM | $15.5M | 0.4%Prev: 0.9% | 99,865 SH | Decreased-70,440 SH |
| Xometry, Inc. | COM | $314K | 0.0%Prev: 0.0% | 7,700 SH | Increased-2,550 SH |
| Zillow Group, Inc. Class C | COM | $5.4M | 0.2%Prev: 1.5% | 130,374 SH | Decreased-739,797 SH |
| Zoetis Inc. | COM | $1.5M | 0.0%Prev: 0.1% | 12,420 SH | Decreased-3,020 SH |