The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 488,912 1,869 SH SOLE 0 1,869 0
ABBVIE INC COM 00287Y109 1,386,545 5,300 SH SOLE 1 0 5,300 0
ADVANCED MICRO DEVICES INC COM 007903107 83,999,542 137,308 SH SOLE 1 0 137,308 0
ADVANCED MICRO DEVICES INC COM 007903107 62,831,423 102,706 SH SOLE 0 102,706 0
ALPHABET INC CAP STK CL A 02079K305 251,682,611 731,465 SH SOLE 1 0 731,465 0
ALPHABET INC CAP STK CL A 02079K305 157,195,357 456,857 SH SOLE 0 456,857 0
ALPHABET INC CAP STK CL C 02079K107 6,005,202 17,624 SH SOLE 1 0 17,624 0
AMAZON COM INC COM 023135106 119,528,965 479,747 SH SOLE 0 479,747 0
AMAZON COM INC COM 023135106 180,463,827 724,318 SH SOLE 1 0 724,318 0
AMERICAN ELEC PWR CO INC COM 025537101 554,761 4,676 SH SOLE 0 4,676 0
AMERICAN EXPRESS CO COM 025816109 2,548,479 8,380 SH SOLE 1 0 8,380 0
AMGEN INC COM 031162100 351,118 833 SH SOLE 0 833 0
ANALOG DEVICES INC COM 032654105 34,712,200 87,500 SH SOLE 1 0 87,500 0
ANALOG DEVICES INC COM 032654105 32,984,056 83,144 SH SOLE 0 83,144 0
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 477,922 6,505 SH SOLE 0 6,505 0
APPLE INC COM 037833100 183,625,563 551,395 SH SOLE 0 551,395 0
APPLE INC COM 037833100 292,676,199 878,855 SH SOLE 1 0 878,855 0
APPLIED MATLS INC COM 038222105 44,886,067 87,774 SH SOLE 1 0 87,774 0
APPLIED MATLS INC COM 038222105 31,750,561 62,088 SH SOLE 0 62,088 0
APPLOVIN CORP COM CL A 03831W108 4,113,941 14,165 SH SOLE 0 14,165 0
ARISTA NETWORKS INC COM SHS 040413205 43,955,895 215,904 SH SOLE 0 215,904 0
ARISTA NETWORKS INC COM SHS 040413205 53,331,125 261,954 SH SOLE 1 0 261,954 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 871,587 3,009 SH SOLE 0 3,009 0
BANK OF AMER CORP COM 060505104 69,058,000 1,268,749 SH SOLE 1 0 1,268,749 0
BANK OF AMER CORP COM 060505104 50,584,248 929,345 SH SOLE 0 929,345 0
BRISTOL-MYERS SQUIBB CO COM 110122108 344,198 5,516 SH SOLE 0 5,516 0
BROADCOM INC COM 11135F101 49,950,807 142,233 SH SOLE 0 142,233 0
BROADCOM INC COM 11135F101 67,781,812 193,006 SH SOLE 1 0 193,006 0
CATERPILLAR INC COM 149123101 25,444,390 31,382 SH SOLE 1 0 31,382 0
CATERPILLAR INC COM 149123101 17,622,521 21,735 SH SOLE 0 21,735 0
CHARLES SCHWAB CORP (THE) COM 808513105 24,056,648 246,129 SH SOLE 0 246,129 0
CHARLES SCHWAB CORP (THE) COM 808513105 43,139,334 441,368 SH SOLE 1 0 441,368 0
CHEVRON CORPORATION COM 166764100 15,892,086 77,822 SH SOLE 1 0 77,822 0
CHEVRON CORPORATION COM 166764100 19,586,190 95,912 SH SOLE 0 95,912 0
CIENA CORP COM NEW 171779309 6,329,594 17,991 SH SOLE 0 17,991 0
CISCO SYS INC COM 17275R102 50,645,512 470,552 SH SOLE 0 470,552 0
CISCO SYS INC COM 17275R102 55,334,322 514,116 SH SOLE 1 0 514,116 0
CITIGROUP INC COM NEW 172967424 644,810 4,980 SH SOLE 1 0 4,980 0
CITIZENS FINL GROUP INC COM 174610105 411,826 6,459 SH SOLE 0 6,459 0
COCA COLA CO COM 191216100 22,748,276 264,269 SH SOLE 0 264,269 0
CONOCOPHILLIPS COM 20825C104 22,150,645 176,993 SH SOLE 1 0 176,993 0
CONOCOPHILLIPS COM 20825C104 16,361,485 130,735 SH SOLE 0 130,735 0
CORNING INC COM 219350105 1,000,516 6,507 SH SOLE 0 6,507 0
COSTCO WHOLESALE CORPORATION COM 22160K105 39,018,083 42,861 SH SOLE 0 42,861 0
COSTCO WHOLESALE CORPORATION COM 22160K105 49,377,176 54,240 SH SOLE 1 0 54,240 0
CROWDSTRIKE HLDGS INC CL A 22788C105 30,435,776 114,960 SH SOLE 1 0 114,960 0
CROWDSTRIKE HLDGS INC CL A 22788C105 23,081,170 87,181 SH SOLE 0 87,181 0
CVS HEALTH CORP COM 126650100 510,712 5,960 SH SOLE 0 5,960 0
DATADOG INC CL A COM 23804L103 7,539,364 27,531 SH SOLE 0 27,531 0
DELTA AIR LINES INC COM NEW 247361702 33,300,039 398,994 SH SOLE 0 398,994 0
DELTA AIR LINES INC COM NEW 247361702 44,599,673 534,384 SH SOLE 1 0 534,384 0
DICKS SPORTING GOODS INC COM 253393102 4,180,448 31,130 SH SOLE 0 31,130 0
DUKE ENERGY CORP NEW COM NEW 26441C204 526,270 4,616 SH SOLE 0 4,616 0
EATON CORP PLC SHS G29183103 13,131,938 30,560 SH SOLE 0 30,560 0
ELI LILLY & CO COM 532457108 52,166,775 45,085 SH SOLE 1 0 45,085 0
ELI LILLY & CO COM 532457108 39,590,649 34,216 SH SOLE 0 34,216 0
ENTERPRISE PRODS PARTNERS L COM 293792107 377,466 10,600 SH SOLE 1 0 10,600 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 24,188,719 148,625 SH SOLE 0 148,625 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 46,852,926 287,883 SH SOLE 1 0 287,883 0
FEDEX CORP COM 31428X106 11,556,614 40,537 SH SOLE 1 0 40,537 0
FEDEX CORP COM 31428X106 1,128,386 3,958 SH SOLE 0 3,958 0
FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 237,035 4,662 SH SOLE 1 0 4,662 0
FREEPORT MCMORAN INC CL B 35671D857 30,979,948 442,571 SH SOLE 1 0 442,571 0
FREEPORT MCMORAN INC CL B 35671D857 19,592,930 279,899 SH SOLE 0 279,899 0
GE AEROSPACE COM NEW 369604301 45,653,403 146,189 SH SOLE 1 0 146,189 0
GE AEROSPACE COM NEW 369604301 31,153,738 99,759 SH SOLE 0 99,759 0
GE VERNOVA INC COM 36828A101 13,676,695 14,389 SH SOLE 1 0 14,389 0
GE VERNOVA INC COM 36828A101 10,251,035 10,785 SH SOLE 0 10,785 0
GENERAL DYNAMICS CORP COM 369550108 279,401 842 SH SOLE 0 842 0
GILEAD SCIENCES INC COM 375558103 372,327 2,498 SH SOLE 0 2,498 0
GOLDMAN SACHS GROUP INC COM 38141G104 38,914,297 43,221 SH SOLE 1 0 43,221 0
GOLDMAN SACHS GROUP INC COM 38141G104 25,674,666 28,516 SH SOLE 0 28,516 0
GSK PLC SPONSORED ADR 37733W204 288,731 5,994 SH SOLE 0 5,994 0
HOME DEPOT INC COM 437076102 336,139 1,182 SH SOLE 1 0 1,182 0
HOWMET AEROSPACE INC COM 443201108 29,656,697 131,120 SH SOLE 1 0 131,120 0
HOWMET AEROSPACE INC COM 443201108 22,475,054 99,368 SH SOLE 0 99,368 0
HP INC COM 40434L105 254,181 8,126 SH SOLE 0 8,126 0
ILLINOIS TOOL WKS INC COM 452308109 275,290 1,070 SH SOLE 0 1,070 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,999,690 27,280 SH SOLE 0 27,280 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 2,578,481 29,560 SH SOLE 1 0 29,560 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 8,063,821 26,470 SH SOLE 0 26,470 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS 46137V381 517,614 10,008 SH SOLE 1 0 10,008 0
INVESCO QQQ TR UNIT SER 1 46090E103 11,393,938 15,402 SH SOLE 0 15,402 0
IRON MTN INC DEL COM 46284V101 486,072 4,381 SH SOLE 0 4,381 0
ISHARES TR US TRSPRTION 464287192 2,022,710 25,760 SH SOLE 1 0 25,760 0
ISHARES TR RUS 1000 ETF 464287622 208,065 500 SH SOLE 0 500 0
ISHARES TR RUS 1000 VAL ETF 464287598 2,669,462 10,767 SH SOLE 0 10,767 0
ISHARES TR MSCI EAFE ETF 464287465 615,133 5,921 SH SOLE 0 5,921 0
ISHARES TR CYBERSECURITY 46435U135 205,835 3,044 SH SOLE 0 3,044 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,571,512 12,546 SH SOLE 0 12,546 0
ISHARES TR US HLTHCR PR ETF 464288828 686,147 12,500 SH SOLE 1 0 12,500 0
ISHARES TR ISHARES SEMICDTR 464287523 6,380,533 11,221 SH SOLE 1 0 11,221 0
ISHARES TR CORE 30 70 ETF 464289883 383,994 9,521 SH SOLE 1 0 9,521 0
ISHARES TR RUS 1000 ETF 464287622 468,367 1,126 SH SOLE 1 0 1,126 0
ISHARES TR GBL COMM SVC ETF 464287275 1,693,576 14,320 SH SOLE 1 0 14,320 0
JOHNSON & JOHNSON COM 478160104 564,426 2,132 SH SOLE 0 2,132 0
JPMORGAN CHASE & CO COM 46625H100 100,296,715 303,167 SH SOLE 1 0 303,167 0
JPMORGAN CHASE & CO COM 46625H100 73,426,395 221,946 SH SOLE 0 221,946 0
L3HARRIS TECHNOLOGIES INC COM 502431109 207,656 877 SH SOLE 0 877 0
LAM RESEARCH CORP COM NEW 512807306 2,662,833 8,106 SH SOLE 1 0 8,106 0
LAMAR ADVERTISING CO CL A 512816109 292,976 2,033 SH SOLE 0 2,033 0
LUMENTUM HLDGS INC COM 55024U109 29,390,570 30,260 SH SOLE 1 0 30,260 0
LUMENTUM HLDGS INC COM 55024U109 25,589,787 26,347 SH SOLE 0 26,347 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 260,914 4,540 SH SOLE 0 4,540 0
MARVELL TECHNOLOGY INC COM 573874104 17,260,636 65,329 SH SOLE 1 0 65,329 0
MARVELL TECHNOLOGY INC COM 573874104 18,561,281 70,252 SH SOLE 0 70,252 0
MCDONALDS CORP COM 580135101 21,056,647 91,178 SH SOLE 0 91,178 0
MCDONALDS CORP COM 580135101 24,292,763 105,191 SH SOLE 1 0 105,191 0
MCKESSON CORP COM 58155Q103 43,988,291 51,520 SH SOLE 0 51,520 0
MCKESSON CORP COM 58155Q103 59,026,224 69,133 SH SOLE 1 0 69,133 0
MEDTRONIC PLC SHS G5960L103 6,362,334 73,732 SH SOLE 0 73,732 0
MERCK & CO INC COM 58933Y105 55,654,251 383,004 SH SOLE 1 0 383,004 0
MERCK & CO INC COM 58933Y105 41,383,997 284,798 SH SOLE 0 284,798 0
META PLATFORMS INC CL A 30303M102 78,257,053 107,914 SH SOLE 1 0 107,914 0
META PLATFORMS INC CL A 30303M102 58,918,699 81,247 SH SOLE 0 81,247 0
MICRON TECHNOLOGY INC COM 595112103 105,699,184 99,238 SH SOLE 1 0 99,238 0
MICRON TECHNOLOGY INC COM 595112103 74,385,152 69,838 SH SOLE 0 69,838 0
MICROSOFT CORP COM 594918104 202,304,610 394,433 SH SOLE 1 0 394,433 0
MICROSOFT CORP COM 594918104 147,354,118 287,296 SH SOLE 0 287,296 0
MORGAN STANLEY COM NEW 617446448 43,454,541 231,043 SH SOLE 1 0 231,043 0
MORGAN STANLEY COM NEW 617446448 34,171,127 181,684 SH SOLE 0 181,684 0
NETFLIX INC. COM 64110L106 537,760 7,729 SH SOLE 1 0 7,729 0
NEWMONT CORP COM 651639106 223,990 1,942 SH SOLE 0 1,942 0
NISOURCE INC COM 65473P105 394,056 10,104 SH SOLE 0 10,104 0
NORTHROP GRUMMAN CORP COM 666807102 5,706,031 11,802 SH SOLE 0 11,802 0
NVIDIA CORPORATION COM 67066G104 333,365,402 1,459,696 SH SOLE 1 0 1,459,696 0
NVIDIA CORPORATION COM 67066G104 190,304,486 833,280 SH SOLE 0 833,280 0
ORACLE CORP COM 68389X105 12,070,455 87,913 SH SOLE 0 87,913 0
PACCAR INC COM 693718108 631,191 5,748 SH SOLE 1 0 5,748 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 17,148,131 91,677 SH SOLE 1 0 91,677 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 12,832,752 68,606 SH SOLE 0 68,606 0
PALO ALTO NETWORKS INC COM 697435105 1,129,155 2,842 SH SOLE 0 2,842 0
PALO ALTO NETWORKS INC COM 697435105 924,841 2,328 SH SOLE 1 0 2,328 0
PFIZER INC COM 717081103 659,468 23,123 SH SOLE 0 23,123 0
PHILIP MORRIS INTL INC COM 718172109 444,801 2,331 SH SOLE 1 0 2,331 0
PHILLIPS 66 COM 718546104 383,731 1,503 SH SOLE 0 1,503 0
PNC FINL SVCS GROUP INC COM 693475105 253,154 1,139 SH SOLE 0 1,139 0
PROCTER & GAMBLE CO COM 742718109 365,089 2,513 SH SOLE 0 2,513 0
PUBLIC STORAGE COM 74460D109 319,044 1,128 SH SOLE 0 1,128 0
REGENERON PHARMACEUTICALS COM 75886F107 31,632,371 41,716 SH SOLE 1 0 41,716 0
REGENERON PHARMACEUTICALS COM 75886F107 25,904,020 34,162 SH SOLE 0 34,162 0
ROSS STORES INC COM 778296103 410,084 1,757 SH SOLE 0 1,757 0
ROYAL CARIBBEAN GROUP COM V7780T103 215,309 810 SH SOLE 1 0 810 0
RTX CORPORATION COM 75513E101 49,388,449 266,030 SH SOLE 1 0 266,030 0
RTX CORPORATION COM 75513E101 32,158,850 173,223 SH SOLE 0 173,223 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 27,658,127 29,987 SH SOLE 1 0 29,987 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 22,763,351 24,680 SH SOLE 0 24,680 0
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 3,568,504 32,787 SH SOLE 1 0 32,787 0
SERVICENOW INC COM 81762P102 30,734,912 229,348 SH SOLE 1 0 229,348 0
SERVICENOW INC COM 81762P102 35,146,669 262,269 SH SOLE 0 262,269 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 15,512,032 104,599 SH SOLE 0 104,599 0
SMUCKER J M CO COM NEW 832696405 521,777 4,388 SH SOLE 0 4,388 0
SNOWFLAKE INC COM SHS 833445109 31,379,120 92,411 SH SOLE 1 0 92,411 0
SNOWFLAKE INC COM SHS 833445109 28,527,794 84,014 SH SOLE 0 84,014 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 14,284,783 94,689 SH SOLE 0 94,689 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 20,054,504 132,935 SH SOLE 1 0 132,935 0
SPDR GOLD TR GOLD SHS 78463V107 788,720 2,071 SH SOLE 0 2,071 0
SPDR SERIES TRUST ST STR SP DIV 78464A763 1,260,460 8,605 SH SOLE 0 8,605 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 21,595,535 44,309 SH SOLE 1 0 44,309 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 16,688,866 34,242 SH SOLE 0 34,242 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,675,877 4,820 SH SOLE 0 4,820 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 4,506,792 5,910 SH SOLE 1 0 5,910 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 49,446,299 238,295 SH SOLE 1 0 238,295 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 35,270,850 169,980 SH SOLE 0 169,980 0
TARGET CORP COM 87612E106 6,237,516 39,808 SH SOLE 0 39,808 0
TESLA INC COM 88160R101 26,263,391 74,021 SH SOLE 0 74,021 0
TESLA INC COM 88160R101 43,298,238 122,032 SH SOLE 1 0 122,032 0
TEXAS INSTRS INC COM 882508104 1,086,749 3,880 SH SOLE 0 3,880 0
THE CAMPBELLS COMPANY COM 134429109 386,229 19,477 SH SOLE 0 19,477 0
TJX COS INC NEW COM 872540109 6,953,949 52,558 SH SOLE 0 52,558 0
ULTA BEAUTY INC COM 90384S303 551,086 1,009 SH SOLE 0 1,009 0
UNITED RENTALS INC COM 911363109 266,217 266 SH SOLE 1 0 266 0
UNITEDHEALTH GROUP INC COM 91324P102 44,694,927 121,758 SH SOLE 0 121,758 0
UNITEDHEALTH GROUP INC COM 91324P102 59,673,675 162,563 SH SOLE 1 0 162,563 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 233,128 2,601 SH SOLE 0 2,601 0
VANGUARD WORLD FD COMM SRVC ETF 92204A884 3,560,825 18,683 SH SOLE 1 0 18,683 0
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 590,944 1,844 SH SOLE 1 0 1,844 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 1,885,352 8,640 SH SOLE 1 0 8,640 0
VISA INC COM CL A 92826C839 333,940 929 SH SOLE 1 0 929 0
WALMART INC COM 931142103 19,659,066 189,175 SH SOLE 0 189,175 0
WALMART INC COM 931142103 60,408,835 581,301 SH SOLE 1 0 581,301 0
WELLS FARGO & CO COM 949746101 264,787 3,308 SH SOLE 1 0 3,308 0
WESTERN DIGITAL CORP COM 958102105 261,492 575 SH SOLE 1 0 575 0