| Abbott Laboratories | COM | $1.9M | 0.0%Prev: 0.1% | 19,049 SH | Decreased-2,075 SH |
| AbbVie Inc. | COM | $503K | 0.0%Prev: 0.0% | 1,923 SH | Increased |
| Advanced Micro Devices, Inc. | COM | $213.3M | 4.9%Prev: 1.9% | 348,709 SH | Increased-241,320 SH |
| Airbnb, Inc. | COM | $1.7M | 0.0%Prev: 0.0% | 10,771 SH | Increased+9,046 SH |
| Alphabet Inc. Class A | COM | $76.3M | 1.7%Prev: 0.9% | 221,630 SH | Increased+24,066 SH |
| Alphabet Inc. Class C | COM | $186.2M | 4.3%Prev: 3.0% | 546,566 SH | Increased-89,689 SH |
| Amazon.com, Inc. | COM | $153.9M | 3.5%Prev: 4.3% | 617,565 SH | Decreased-389,889 SH |
| American Express Company | COM | $487K | 0.0%Prev: 0.0% | 1,600 SH | Decreased-100 SH |
| Amgen Inc. | COM | $4.4M | 0.1%Prev: 0.1% | 10,462 SH | Increased+553 SH |
| Amphenol Corporation | COM | $29.7M | 0.7%Prev: 0.4% | 352,195 SH | Increased+174,760 SH |
| Amprius Technologies, Inc. | COM | $504K | 0.0% | 52,050 SH | New |
| AppFolio, Inc. | COM | $11.5M | 0.3%Prev: 0.1% | 57,300 SH | Increased+33,500 SH |
| Apple Inc. | COM | $168.0M | 3.8%Prev: 2.4% | 504,622 SH | Increased+28,571 SH |
| Applied Materials, Inc. | COM | $44.4M | 1.0%Prev: 0.3% | 86,800 SH | Increased+16,800 SH |
| AppLovin Corporation, Class A | COM | $2.6M | 0.1%Prev: 0.2% | 9,051 SH | Decreased-5,811 SH |
| Arista Networks Inc | COM | $51.7M | 1.2%Prev: 0.7% | 254,095 SH | Increased+8,695 SH |
| Arm Holdings Plc | COM | $18.2M | 0.4%Prev: 1.4% | 62,945 SH | Decreased-436,827 SH |
| ASML Holding N.V. | COM | $24.0M | 0.5%Prev: 0.3% | 13,222 SH | Increased-225 SH |
| Axon Enterprise, Inc. | COM | $92.1M | 2.1%Prev: 5.2% | 217,876 SH | Decreased-151,488 SH |
| BlackRock, Inc. | COM | $5.3M | 0.1%Prev: 0.1% | 5,049 SH | Increased+758 SH |
| Blackstone Inc. | COM | $1.6M | 0.0%Prev: 0.1% | 14,455 SH | Decreased-1,920 SH |
| Bloom Energy Corporation | COM | $9.5M | 0.2%Prev: 0.2% | 34,390 SH | Increased-70,360 SH |
| Booking Holdings Inc. | COM | $3.9M | 0.1%Prev: 0.3% | 23,940 SH | Decreased+20,960 SH |
| Broadcom Inc. | COM | $112.0M | 2.6%Prev: 2.0% | 319,000 SH | Increased+6,700 SH |
| Broadridge Financial Solutions | COM | $289K | 0.0%Prev: 0.1% | 1,795 SH | Decreased-21,315 SH |
| Cadence Design Systems, Inc. | COM | $21.5M | 0.5%Prev: 0.3% | 65,000 SH | Increased+24,940 SH |
| Caris Life Sciences, Inc. | COM | $22.0M | 0.5% | 719,597 SH | New |
| Carlsmed, Inc. | COM | $252K | 0.0% | 17,900 SH | New |
| Cashmere Valley Bank | COM | $232K | 0.0% | 2,585 SH | New |
| Cintas Corporation | COM | $4.0M | 0.1%Prev: 0.1% | 20,700 SH | Decreased+680 SH |
| Cisco Systems, Inc. | COM | $1.7M | 0.0%Prev: 0.0% | 15,905 SH | Increased+260 SH |
| Coherent Corp. | COM | $28.9M | 0.7% | 100,301 SH | New |
| Comfort Systems USA, Inc. | COM | $50.5M | 1.2% | 30,515 SH | New |
| Contemporary Amperex Technolog | COM | $2.4M | 0.1% | 154,225 SH | New |
| Costco Wholesale Corporation | COM | $7.6M | 0.2%Prev: 0.1% | 8,303 SH | Increased+163 SH |
| Credo Technology Group Holding | COM | $81.6M | 1.9%Prev: 0.2% | 418,991 SH | Increased+330,891 SH |
| CrowdStrike Holdings, Inc. | COM | $126.6M | 2.9%Prev: 2.3% | 478,239 SH | Increased+234,884 SH |
| D. R. Horton, Inc. | COM | $214K | 0.0%Prev: 0.0% | 1,565 SH | Decreased |
| Datadog, Inc. | COM | $44.0M | 1.0%Prev: 0.6% | 160,585 SH | Increased-45,680 SH |
| Deere & Company | COM | $3.2M | 0.1%Prev: 0.0% | 4,815 SH | Increased+1,010 SH |
| Dell Technologies Inc. | COM | $47.9M | 1.1%Prev: 0.3% | 89,030 SH | Increased-22,590 SH |
| Doordash, Inc. | COM | $3.4M | 0.1% | 18,389 SH | New |
| DPC Holdings PLC | COM | $315K | 0.0% | 7,450 SH | New |
| DraftKings Inc. | COM | $2.2M | 0.1%Prev: 0.1% | 115,740 SH | Decreased-89,850 SH |
| Ecolab Inc. | COM | $1.8M | 0.0%Prev: 0.0% | 6,625 SH | Increased+865 SH |
| Ethos Technologies Inc. | COM | $720K | 0.0% | 21,452 SH | New |
| Figma, Inc. | COM | $483K | 0.0% | 22,960 SH | New |
| Frequency Electronics, Inc. | COM | $222K | 0.0% | 2,630 SH | New |
| Insight Molecular Dia Inc Com | COM | $79K | 0.0% | 22,000 SH | New |
| IonQ, Inc. | COM | $9.6M | 0.2% | 218,605 SH | New |
| iShares MSCI KLD 400 Social | COM | $888K | 0.0%Prev: 0.0% | 6,075 SH | Increased |
| Johnson & Johnson | COM | $2.9M | 0.1%Prev: 0.0% | 11,139 SH | Increased+360 SH |
| JPMorgan Chase & Co. | COM | $9.7M | 0.2%Prev: 0.2% | 29,263 SH | Increased+165 SH |
| Karman Holdings Inc. | COM | $23.2M | 0.5% | 714,745 SH | New |
| KLA Corporation | COM | $32.0M | 0.7%Prev: 0.3% | 164,090 SH | Increased+149,090 SH |
| Kraken Robotics Inc | COM | $1.1M | 0.0% | 353,260 SH | New |
| L3Harris Technologies, Inc. | COM | $281K | 0.0% | 1,188 SH | New |
| LGI HOMES, INC. | COM | $287K | 0.0%Prev: 0.0% | 6,150 SH | Increased+700 SH |
| Maplebear Inc. | COM | $357K | 0.0% | 8,288 SH | New |
| Marvell Technology, Inc. | COM | $47.4M | 1.1% | 179,565 SH | New |
| MercadoLibre, Inc. | COM | $95.3M | 2.2%Prev: 4.8% | 55,119 SH | Decreased-51,123 SH |
| Merck & Co., Inc. | COM | $227K | 0.0% | 1,565 SH | New |
| Meta Platforms, Inc. | COM | $152.3M | 3.5%Prev: 5.5% | 210,063 SH | Decreased-177,535 SH |
| Micron Technology, Inc. | COM | $153.9M | 3.5%Prev: 1.0% | 144,500 SH | Increased-149,150 SH |
| Microsoft Corporation | COM | $265.2M | 6.1%Prev: 3.2% | 517,109 SH | Increased+202,230 SH |
| MongoDB, Inc. | COM | $14.7M | 0.3%Prev: 0.2% | 42,100 SH | Increased+12,100 SH |
| Monolithic Power Systems, Inc. | COM | $100.7M | 2.3%Prev: 1.3% | 74,736 SH | Increased+68 SH |
| Natera, Inc. | COM | $94.0M | 2.2%Prev: 1.2% | 227,444 SH | Increased-167,121 SH |
| Navan, Inc. Class A | COM | $8.1M | 0.2% | 387,738 SH | New |
| Nebius Group N.V. | COM | $5.7M | 0.1%Prev: 0.1% | 24,050 SH | Decreased-27,875 SH |
| Netflix, Inc. | COM | $7.4M | 0.2%Prev: 2.4% | 106,535 SH | Decreased+4,055 SH |
| Nextera Energy, Inc. | COM | $2.0M | 0.0%Prev: 0.0% | 26,450 SH | Increased+17,822 SH |
| nLIGHT, Inc. | COM | $3.5M | 0.1% | 91,061 SH | New |
| NVIDIA Corporation | COM | $403.3M | 9.2%Prev: 10.1% | 1,765,724 SH | Decreased-1,020,077 SH |
| NXP Semiconductors N.V. | COM | $20.5M | 0.5%Prev: 0.1% | 86,100 SH | Increased+67,700 SH |
| On Holding AG | COM | $7.3M | 0.2%Prev: 0.5% | 246,670 SH | Decreased-394,499 SH |
| Oracle Corporation | COM | $7.9M | 0.2%Prev: 0.9% | 57,890 SH | Decreased-99,595 SH |
| PACCAR Inc | COM | $3.2M | 0.1%Prev: 0.1% | 29,207 SH | Increased+2,641 SH |
| Palo Alto Networks, Inc. | COM | $37.3M | 0.9%Prev: 1.4% | 93,910 SH | Decreased-267,227 SH |
| QUALCOMM Incorporated | COM | $14.4M | 0.3%Prev: 0.3% | 78,187 SH | Decreased-27,140 SH |
| Quanta Services, Inc. | COM | $62.9M | 1.4%Prev: 0.9% | 97,863 SH | Increased-11,542 SH |
| Quest Diagnostics Incorporated | COM | $2.9M | 0.1%Prev: 0.0% | 12,325 SH | Increased+3,090 SH |
| Reddit, Inc. Class A | COM | $2.2M | 0.0% | 15,250 SH | New |
| Rivian Automotive, Inc. | COM | $1.2M | 0.0%Prev: 0.1% | 78,385 SH | Decreased-124,920 SH |
| Rocket Lab Corporation | COM | $84.5M | 1.9%Prev: 1.0% | 1,212,160 SH | Increased+167,199 SH |
| Rollins, Inc. | COM | $384K | 0.0% | 12,745 SH | New |
| Rubrik, Inc. | COM | $3.5M | 0.1% | 30,625 SH | New |
| Samsara Inc. | COM | $28.0M | 0.6%Prev: 0.7% | 734,237 SH | Decreased-263,792 SH |
| Schwab Cap Tr | COM | $36.7M | 0.8% | 1,989,573 SH | New |
| Seagate Technology Holdings PL | COM | $20.4M | 0.5% | 22,100 SH | New |
| ServiceNow, Inc. | COM | $16.1M | 0.4%Prev: 2.5% | 120,230 SH | Decreased-18,036 SH |
| SharkNinja, Inc. | COM | $26.2M | 0.6% | 145,282 SH | New |
| Shopify Inc. | COM | $157.8M | 3.6%Prev: 5.9% | 1,064,021 SH | Decreased-987,919 SH |
| Snowflake Inc. | COM | $122.8M | 2.8%Prev: 1.6% | 361,516 SH | Increased-6,691 SH |
| Space Exploration Technologies | COM | $77.8M | 1.8% | 516,016 SH | New |
| Spdr Dow Jones Indl Average Ut | COM | $331K | 0.0% | 650 SH | New |
| Spotify Technology S.A. | COM | $15.4M | 0.4%Prev: 1.9% | 31,517 SH | Decreased-107,437 SH |
| Starbucks Corporation | COM | $980K | 0.0%Prev: 0.0% | 10,432 SH | Increased+290 SH |
| State Street Spdr S&P 500 ETF | COM | $3.0M | 0.1% | 3,931 SH | New |
| Symbotic Inc. | COM | $1.9M | 0.0%Prev: 0.1% | 44,160 SH | Decreased-68,890 SH |
| Taiwan Semiconductor Mfg Ltd | COM | $57.3M | 1.3% | 125,498 SH | New |
| Tesla, Inc. | COM | $185.2M | 4.2%Prev: 7.5% | 521,985 SH | Decreased-340,712 SH |
| The Home Depot, Inc. | COM | $3.1M | 0.1%Prev: 0.1% | 10,987 SH | Decreased-100 SH |
| The Progressive Corporation | COM | $3.6M | 0.1%Prev: 0.1% | 17,350 SH | Decreased-495 SH |
| The Walt Disney Company | COM | $534K | 0.0%Prev: 0.0% | 5,088 SH | Decreased-1,095 SH |
| Toast, Inc. | COM | $56.2M | 1.3%Prev: 1.5% | 1,938,736 SH | Decreased-178,574 SH |
| TransMedics Group, Inc. | COM | $22.3M | 0.5%Prev: 0.6% | 267,282 SH | Decreased+8,759 SH |
| Uber Technologies, Inc. | COM | $25.0M | 0.6%Prev: 2.5% | 364,383 SH | Decreased-959,612 SH |
| Unity Software Inc. | COM | $1.3M | 0.0% | 32,602 SH | New |
| Veeva Systems Inc. | COM | $31.3M | 0.7%Prev: 1.1% | 109,731 SH | Decreased-88,544 SH |
| Verizon Communications Inc. | COM | $235K | 0.0% | 5,126 SH | New |
| Vertiv Holdings Co. | COM | $66.0M | 1.5% | 273,308 SH | New |
| Virtus Zevenbergen Technology | COM | $656K | 0.0% | 4,553 SH | New |
| Visa Inc. | COM | $27.5M | 0.6%Prev: 0.2% | 76,398 SH | Increased+45,530 SH |
| Vulcan Materials Company | COM | $1.4M | 0.0% | 5,655 SH | New |
| Walmart Inc. | COM | $1.2M | 0.0% | 12,000 SH | New |
| Waste Management, Inc. | COM | $2.6M | 0.1%Prev: 0.0% | 12,937 SH | Increased+2,767 SH |
| Xometry, Inc. | COM | $30.6M | 0.7%Prev: 0.0% | 297,552 SH | Increased+290,052 SH |