Green color cell indicates current price is less than fair value so strong buy.

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Symbol	% Weightage	Fair Value	Current Price
MSFT (Microsoft Corp)	8.81%	$344.66	$477.4
NVDA (Nvidia Corp)	8.71%	$162.5	$143.85
AAPL (Apple Inc)	7.28%	$179	$201
AMZN (Amazon.com Inc)	5.64%	$152.71	$209.69
AVGO (Broadcom Inc)	4.79%	$172.73	$249.99
META (Meta Platforms Inc Class A)	3.78%	$475.31	$682.35
NFLX (Netflix Inc)	3.18%	$496.73	$1231.41
TSLA (Tesla Inc)	2.85%	$57.49	$322.16
COST (Costco Wholesale Corp)	2.65%	$452.15	$980.29
GOOGL (Alphabet Inc Class A)	2.54%	$244.91	$166.64
GOOG (Alphabet Inc Class C)	2.41%	$244.91	$167.73
PLTR (N/a)	1.89%	$13.89	$137.3
CSCO (Cisco Systems Inc)	1.58%	$61.74	$66.32
TMUS (T-mobile Us Inc)	1.54%	$178.05	$221.52
LIN (Linde Plc)	1.33%	$331.2	$455.86
INTU (Intuit Inc)	1.3%	$580.92	$761.14
AMD (Advanced Micro Devices Inc)	1.26%	$94.86	$128.24
ISRG (Intuitive Surgical Inc)	1.11%	$171.6	$509.36
TXN (Texas Instruments Inc)	1.1%	$109.8	$198.2
PEP (Pepsico Inc)	1.08%	$131.82	$129.07
BKNG (Booking Holdings Inc)	1.06%	$3.99	$5304.03
QCOM (Qualcomm Inc)	1.04%	$228	$151.32
ADBE (Adobe Inc)	1.01%	$498.09	$376.92
AMGN (Amgen Inc)	0.95%	$355.52	$289.33
HON (Honeywell International Inc)	0.88%	$153.3	$221.8
AMAT (Applied Materials Inc)	0.86%	$182.97	$169.46
GILD (Gilead Sciences Inc)	0.82%	$134.64	$108.5
MU (Micron Technology Inc)	0.82%	$158.12	$123.6
PANW (Palo Alto Networks Inc)	0.82%	$100.65	$199.24
CMCSA (Comcast Corp Class A)	0.79%	$62.06	$34.53
SHOP (N/a)	0.79%	$39.33	$106.4
ADP (Automatic Data Processing Inc)	0.76%	$190.93	$306.26
MELI (Mercadolibre Inc)	0.74%	$1466.64	$2403.81
LRCX (Lam Research Corp)	0.73%	$86.26	$90.49
KLAC (Kla Corp)	0.72%	$657.93	$850
CRWD (Crowdstrike Holdings Inc Class A)	0.7%	$114.4	$476.3
VRTX (Vertex Pharmaceuticals Inc)	0.69%	$363.4	$440.87
ADI (Analog Devices Inc)	0.69%	$157.95	$228.35
APP (Applovin Corp Ordinary Shares Class A)	0.68%	$156.22	$324.7
SBUX (Starbucks Corp)	0.63%	$64.75	$93.12
CEG (Constellation Energy Corp)	0.58%	$161.84	$304.92
INTC (Intel Corp)	0.55%	$5.31	$21.08
MSTR (Strategy Class A)	0.54%	$8.58	$369.7
CTAS (Cintas Corp)	0.54%	$88.62	$218.65
DASH (Doordash Inc Ordinary Shares Class A)	0.53%	$54.56	$220.46
MDLZ (Mondelez International Inc Class A)	0.52%	$46.21	$68.31
CDNS (Cadence Design Systems Inc)	0.5%	$170.69	$295.4
FTNT (Fortinet Inc)	0.48%	$68.48	$99.85
ORLY (O'reilly Automotive Inc)	0.47%	$46.31	$89.69
SNPS (Synopsys Inc)	0.45%	$336.24	$470.53
MAR (Marriott International Inc Class A)	0.43%	$179.81	$260.19
PYPL (Paypal Holdings Inc)	0.43%	$94.05	$70.05
PDD (Pdd Holdings Inc Adr)	0.42%	Avoid Stock	Avoid Stock
ASML (Asml Holding Nv Adr)	0.42%	$573.19	$756.53
ADSK (Autodesk Inc)	0.39%	$248.23	$297.21
ROP (Roper Technologies Inc)	0.37%	$332.49	$561.99
CSX (Csx Corp)	0.37%	$32.8	$32.06
MNST (Monster Beverage Corp)	0.37%	$39.74	$63.09
MRVL (Marvell Technology Inc)	0.37%	$69.35	$73.51
AXON (Axon Enterprise Inc)	0.36%	$153.68	$777.32
ABNB (Airbnb Inc Ordinary Shares Class A)	0.35%	$99.82	$131.73
NXPI (Nxp Semiconductors Nv)	0.33%	$229.52	$209
PAYX (Paychex Inc)	0.33%	$92.05	$149.12
AEP (American Electric Power Co Inc)	0.33%	$79.65	$101.75
REGN (Regeneron Pharmaceuticals Inc)	0.33%	$608.26	$509.72
WDAY (Workday Inc Class A)	0.32%	$224.44	$238.19
CHTR (Charter Communications Inc Class A)	0.32%	$444.24	$386.37
ZS (Zscaler Inc)	0.29%	$111.6	$302.94
PCAR (Paccar Inc)	0.29%	Avoid Stock	Avoid Stock
FAST (Fastenal Co)	0.29%	$22	$40.94
CPRT (Copart Inc)	0.28%	$37.31	$47.97
KDP (Keurig Dr Pepper Inc)	0.27%	$32.64	$33.58
FANG (Diamondback Energy Inc)	0.27%	$246.42	$148.85
ROST (Ross Stores Inc)	0.26%	$106.75	$127.67
TTWO (Take-two Interactive Software Inc)	0.26%	$55.66	$238.37
VRSK (Verisk Analytics Inc)	0.26%	$131.86	$306.02
IDXX (Idexx Laboratories Inc)	0.26%	$262.52	$523.92
EXC (Exelon Corp)	0.26%	$37.8	$42.6
CCEP (Coca-cola Europacific Partners Plc)	0.26%	$80.9	$92.57
AZN (Astrazeneca Plc Adr)	0.25%	$71.66	$69.95
BKR (Baker Hughes Co Class A)	0.24%	$29.77	$39
DDOG (Datadog Inc Class A)	0.24%	$56.82	$127.5
EA (Electronic Arts Inc)	0.24%	$157.27	$150.56
CTSH (Cognizant Technology Solutions Corp Class A)	0.24%	Avoid Stock	Avoid Stock
XEL (Xcel Energy Inc)	0.23%	$53.2	$66.64
MCHP (Microchip Technology Inc)	0.22%	$36.92	$68.97
ODFL (Old Dominion Freight Line Inc Ordinary Shares)	0.2%	$94.35	$156.46
TEAM (Atlassian Corp Class A)	0.2%	$113.69	$189.53
CSGP (Costar Group Inc)	0.2%	$15.8	$79.65
GEHC (Ge Healthcare Technologies Inc Common Stock)	0.2%	$59.89	$71.28
DXCM (Dexcom Inc)	0.19%	$46	$80
KHC (The Kraft Heinz Co)	0.19%	$44.71	$25.8
TTD (The Trade Desk Inc Class A)	0.19%	$30.21	$68.23
ANSS (Ansys Inc)	0.18%	$290.81	$334.96
LULU (Lululemon Athletica Inc)	0.17%	$343.87	$227.47
WBD (Warner Bros. Discovery Inc Ordinary Shares Class A)	0.16%	$0.18	$10.52
ON (On Semiconductor Corp)	0.14%	$43.13	$52.82
CDW (Cdw Corp)	0.14%	$194	$170.62
n/a (Cash)	0.13%	Avoid Stock	Avoid Stock
ARM (Arm Holdings Plc Adr)	0.12%	$48.56	$145.04
GFS (Globalfoundries Inc)	0.12%	$37.1	$37.47
BIIB (Biogen Inc)	0.11%	$300.56	$127.04

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