| Micron Technology Inc. (MU) | $3.6B | 8.10% | 3,081,122 | +785,149 | Added |
| NVIDIA Corp. (NVDA) | $2.6B | 5.83% | 12,793,123 | +5,114,821 | Added |
| Advanced Micro Devices Inc. (AMD) | $2.0B | 4.57% | 3,455,156 | +478,380 | Added |
| Broadcom Inc. (AVGO) | $1.7B | 3.85% | 4,476,607 | +1,601,323 | Added |
| Intel Corp. (INTC) | $1.6B | 3.54% | 11,127,772 | +2,324,454 | Added |
| iShares Trust (TLT) | $1.5B | 3.40% | 17,250,388 | -5,792,035 | Trimmed |
| Applied Materials Inc. (AMAT) | $1.4B | 3.18% | 1,931,172 | +362,611 | Added |
| KLA Corp. (KLAC) | $1.3B | 2.98% | 4,339,579 | +1,748,009 | Added |
| Marvell Technology, Inc. (MRVL) | $1.2B | 2.77% | 4,090,492 | -164,512 | Trimmed |
| Lam Research Corp. (LRCX) | $1.2B | 2.74% | 2,774,672 | +989,215 | Added |
| iShares Inc. (EWY) | $1.0B | 2.34% | 5,093,198 | +537,212 | Added |
| iShares Russell 2000 ETF (IWM) | $1.0B | 2.33% | 3,410,936 | -246,231 | Trimmed |
| Apple Inc. (AAPL) | $981.3M | 2.23% | 3,391,118 | +1,280,845 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $957.3M | 2.18% | 2,004,572 | +1,054,499 | Added |
| Texas Instruments Inc. (TXN) | $823.1M | 1.87% | 2,761,559 | +897,692 | Added |
| Analog Devices Inc. (ADI) | $784.4M | 1.79% | 1,975,036 | +875,830 | Added |
| Microsoft Corp. (MSFT) | $775.7M | 1.77% | 2,079,384 | +792,547 | Added |
| Teradyne, Inc. (TER) | $733.1M | 1.67% | 1,515,149 | +425,029 | Added |
| NXP Semiconductors N.V. (NXPI) | $679.7M | 1.55% | 2,418,625 | +816,060 | Added |
| Tesla, Inc. (TSLA) | $671.3M | 1.53% | 1,596,029 | -141,186 | Trimmed |
| Astera Labs, Inc. (ALAB) | $638.3M | 1.45% | 1,321,419 | +375,913 | Added |
| Monolithic Power Systems, Inc. (MPWR) | $634.9M | 1.45% | 459,278 | +141,805 | Added |
| Qualcomm Inc. (QCOM) | $621.9M | 1.42% | 3,365,490 | +656,252 | Added |
| Vaneck ETF Trust (GDX) | $525.2M | 1.20% | 6,960,342 | +961,259 | Added |
| ASML Holding N.V. (ASML) | $489.7M | 1.11% | 246,159 | +23,908 | Added |
| Microchip Technology Inc. (MCHP) | $474.9M | 1.08% | 5,207,670 | +1,197,556 | Added |
| Invesco QQQ Trust (QQQ) | $416.7M | 0.95% | 565,821 | +14,531 | Added |
| Credo Technology Group Holding Ltd. (CRDO) | $412.1M | 0.94% | 1,515,415 | +391,041 | Added |
| Alphabet Inc. (GOOGL) | $369.1M | 0.84% | 1,032,816 | +285,196 | Added |
| ON Semiconductor Corp. (ON) | $350.3M | 0.80% | 3,704,862 | +878,562 | Added |
| iShares Trust (FXI) | $320.7M | 0.73% | 10,150,781 | -834,937 | Trimmed |
| Amazon.com Inc. (AMZN) | $298.2M | 0.68% | 1,250,965 | +198,851 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $282.1M | 0.64% | 563,804 | +93,038 | Added |
| JPMorgan Chase & Co. (JPM) | $255.5M | 0.58% | 780,568 | +125,070 | Added |
| Entegris Inc. (ENTG) | $250.0M | 0.57% | 1,389,960 | +338,087 | Added |
| ASE Technology Holding Co., Ltd. (ASX) | $249.1M | 0.57% | 5,521,348 | +1,941,218 | Added |
| Macom Technology Solutions Holdings, Inc. (MTSI) | $240.7M | 0.55% | 632,776 | +165,189 | Added |
| Meta Platforms, Inc. (META) | $225.9M | 0.51% | 401,011 | +143,321 | Added |
| United Microelectronics Corporation (UMC) | $208.2M | 0.47% | 7,653,378 | +2,669,725 | Added |
| Palantir Technologies Inc. (PLTR) | $197.5M | 0.45% | 1,692,922 | +410,368 | Added |
| Arm Holdings plc (ARM) | $175.7M | 0.40% | 495,435 | +113,355 | Added |
| Cisco Systems, Inc. (CSCO) | $174.6M | 0.40% | 1,486,217 | +355,706 | Added |
| Visa Inc. (V) | $165.9M | 0.38% | 483,477 | +73,527 | Added |
| STMicroelectronics N.V. (STM) | $161.6M | 0.37% | 2,158,374 | +753,946 | Added |
| Alphabet Inc. (GOOG) | $158.3M | 0.36% | 447,892 | +141,013 | Added |
| Nova Ltd (NVMI) | $157.9M | 0.36% | 290,772 | +69,753 | Added |
| Sandisk Corp. (SNDK) | $132.1M | 0.30% | 58,090 | +23,281 | Added |
| Rambus Inc. (RMBS) | $130.7M | 0.30% | 984,388 | +238,869 | Added |
| Vaneck ETF Trust (GDXJ) | $121.0M | 0.28% | 1,231,566 | -200,974 | Trimmed |
| Mastercard Inc. (MA) | $120.7M | 0.28% | 235,048 | +36,292 | Added |
| Palo Alto Networks Inc. (PANW) | $116.2M | 0.27% | 340,725 | +72,422 | Added |
| KraneShares Trust (KWEB) | $110.0M | 0.25% | 4,494,602 | -544,637 | Trimmed |
| Bank of America Corp. (BAC) | $108.4M | 0.25% | 1,901,845 | +288,641 | Added |
| Eli Lilly & Co. (LLY) | $108.3M | 0.25% | 90,318 | +26,325 | Added |
| General Electric Co. (GE) | $97.9M | 0.22% | 262,057 | -8,539 | Trimmed |
| Skyworks Solutions, Inc. (SWKS) | $96.9M | 0.22% | 1,429,761 | +345,916 | Added |
| ExxonMobil Holdings Corp. (XOM) | $93.5M | 0.21% | 683,690 | +17,707 | Added |
| Western Digital Corp. (WDC) | $90.7M | 0.21% | 141,930 | +21,747 | Added |
| Oracle Corp. (ORCL) | $88.8M | 0.20% | 605,668 | +190,914 | Added |
| International Business Machines Corp. (IBM) | $88.5M | 0.20% | 314,646 | +91,629 | Added |
| Seagate Technology Holdings plc (STX) | $87.8M | 0.20% | 90,937 | +11,041 | Added |
| Goldman Sachs Group Inc. (GS) | $87.5M | 0.20% | 86,484 | +13,276 | Added |
| D.R. Horton, Inc. (DHI) | $84.7M | 0.19% | 520,215 | +120,159 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $78.8M | 0.18% | 103,283 | +15,238 | Added |
| Wells Fargo & Company (WFC) | $73.7M | 0.17% | 891,448 | +139,574 | Added |
| Morgan Stanley (MS) | $73.5M | 0.17% | 351,691 | +57,632 | Added |
| Amphenol Corp. (APH) | $72.6M | 0.17% | 411,776 | +120,019 | Added |
| Netflix Inc. (NFLX) | $72.5M | 0.17% | 1,015,742 | +274,629 | Added |
| Citigroup Inc. (C) | $70.1M | 0.16% | 500,917 | +76,069 | Added |
| Johnson & Johnson (JNJ) | $67.5M | 0.15% | 265,811 | +78,990 | Added |
| Corning Inc. (GLW) | $67.2M | 0.15% | 263,166 | +79,052 | Added |
| iShares Core S&P 500 ETF (IVV) | $65.5M | 0.15% | 87,516 | 0 | Held |
| RTX Corp. (RTX) | $64.2M | 0.15% | 338,252 | -8,060 | Trimmed |
| Arista Networks, Inc. (ANET) | $61.9M | 0.14% | 364,531 | +99,171 | Added |
| AppLovin Corp. (APP) | $58.5M | 0.13% | 113,570 | +22,938 | Added |
| Walmart Inc. (WMT) | $58.2M | 0.13% | 514,068 | +154,002 | Added |
| Chevron Corp. (CVX) | $57.9M | 0.13% | 349,005 | -13,583 | Trimmed |
| Home Depot, Inc. (HD) | $54.8M | 0.13% | 155,448 | +46,531 | Added |
| American Express Co. (AXP) | $52.4M | 0.12% | 155,039 | +24,048 | Added |
| AbbVie Inc. (ABBV) | $52.0M | 0.12% | 206,756 | +50,378 | Added |
| PulteGroup Inc. (PHM) | $51.6M | 0.12% | 375,744 | +90,443 | Added |
| Costco Wholesale Corp. (COST) | $50.9M | 0.12% | 54,457 | +15,927 | Added |
| Cadence Design Systems Inc. (CDNS) | $48.7M | 0.11% | 129,803 | +24,594 | Added |
| Caterpillar Inc. (CAT) | $48.1M | 0.11% | 45,132 | +14,836 | Added |
| iShares Inc. (EWZ) | $47.4M | 0.11% | 1,374,194 | -251,110 | Trimmed |
| Fortinet, Inc. (FTNT) | $47.1M | 0.11% | 306,699 | +17,759 | Added |
| Datadog, Inc. (DDOG) | $46.1M | 0.10% | 176,919 | -2,688 | Trimmed |
| Salesforce, Inc. (CRM) | $44.9M | 0.10% | 286,317 | +52,646 | Added |
| Charles Schwab Corp. (SCHW) | $43.9M | 0.10% | 476,200 | +70,114 | Added |
| Boeing Co. (BA) | $43.6M | 0.10% | 201,577 | -1,802 | Trimmed |
| Synopsys Inc. (SNPS) | $42.7M | 0.10% | 95,672 | +21,292 | Added |
| Dell Technologies Inc. (DELL) | $42.4M | 0.10% | 98,314 | +25,166 | Added |
| UnitedHealth Group Inc. (UNH) | $42.1M | 0.10% | 101,264 | +30,569 | Added |
| BlackRock, Inc. (BLK) | $40.5M | 0.09% | 42,080 | +7,001 | Added |
| Amgen Inc. (AMGN) | $39.6M | 0.09% | 109,431 | +22,236 | Added |
| DBX ETF Trust (ASHR) | $39.1M | 0.09% | 1,067,840 | -156,888 | Trimmed |
| Adobe Inc. (ADBE) | $38.8M | 0.09% | 189,343 | +45,595 | Added |
| Lennar Corp. (LEN) | $38.4M | 0.09% | 424,580 | +104,196 | Added |
| Progressive Corp. (PGR) | $37.2M | 0.09% | 170,226 | +27,731 | Added |
| Capital One Financial Corp. (COF) | $36.9M | 0.08% | 184,140 | +30,725 | Added |