Advanced Micro Devices COM 007903107 15860217 77964 SH SOLE 69194 0 8770 Alphabet Inc. Class A COM 02079K305 230623 802 SH SOLE 802 0 0 Alphabet Inc. Class C COM 02079K107 16640462 58009 SH SOLE 51734 0 6275 Amazon.com Inc. COM 023135106 38990227 187210 SH SOLE 166526 0 20684 Amphenol Corp. COM 032095101 7360267 58253 SH SOLE 51872 0 6381 Apple Inc. COM 037833100 2366846 9326 SH SOLE 9326 0 0 Arista Networks COM 040413205 12760771 103932 SH SOLE 92443 0 11489 Axon Enterprise, Inc. COM 05464C101 7562030 17806 SH SOLE 15970 0 1836 Broadcom Limited COM 11135F101 5293859 17104 SH SOLE 15311 0 1793 Cadence Design Systems, Inc. COM 127387108 11291525 40636 SH SOLE 36295 0 4341 Coinbase Global, Inc. COM 19260Q107 5054785 28949 SH SOLE 25779 0 3170 Credo Technology Group Holding COM G25457105 5007401 53344 SH SOLE 47911 0 5433 CrowdStrike Holdings, Inc. COM 22788C105 14325314 36693 SH SOLE 32651 0 4042 DexCom, Inc. COM 252131107 6633313 105626 SH SOLE 93858 0 11768 Eli Lilly & Co. COM 532457108 18535205 20152 SH SOLE 18012 0 2140 GE Vernova Inc. COM 36828A101 206877 237 SH SOLE 237 0 0 Howmet Aerospace Inc. COM 443201108 14551014 63139 SH SOLE 56590 0 6549 Insulet Corp COM 45784P101 5944977 28331 SH SOLE 25404 0 2927 Intuit Inc. COM 461202103 6593363 15249 SH SOLE 13588 0 1661 Intuitive Surgical, Inc. COM 46120E602 18852186 40895 SH SOLE 36599 0 4296 Johnson Controls, Inc. COM G51502105 4994302 38139 SH SOLE 38139 0 0 Mastercard Inc. COM 57636Q104 31212261 62467 SH SOLE 55551 0 6916 MercadoLibre, Inc. COM 58733R102 13638510 7888 SH SOLE 6992 0 896 Meta Platforms, Inc. COM 30303M102 32201193 56283 SH SOLE 50055 0 6228 Microsoft Corporation COM 594918104 31316752 84601 SH SOLE 75726 0 8875 NVIDIA Corp COM 67066G104 39261626 225124 SH SOLE 201400 0 23724 Netflix Inc COM 64110L106 20095062 208997 SH SOLE 185277 0 23720 Oracle Corporation COM 68389X105 7073196 48081 SH SOLE 43712 0 4369 Palantir Technologies Inc. COM 69608A108 9474994 64773 SH SOLE 57346 0 7427 Palo Alto Networks, Inc. COM 697435105 11415265 71203 SH SOLE 63707 0 7496 Procter & Gamble Co. COM 742718109 216660 1500 SH SOLE 1500 0 0 Robinhood Markets, Inc. COM 770700102 9992090 144186 SH SOLE 128815 0 15371 ServiceNow, Inc. COM 81762P102 21877401 209253 SH SOLE 186653 0 22600 Shopify Inc. COM 82509L107 15501143 130679 SH SOLE 115981 0 14698 Uber Technologies Inc. COM 90353T100 11018885 153189 SH SOLE 136762 0 16427 VISA Inc. COM 92826C839 1614868 5343 SH SOLE 5108 0 235 Vertiv Holdings Co. COM 92537N108 6430885 25664 SH SOLE 22715 0 2949 Schwab Value Advantage Money I COM 808515605 520852 520852 SH SOLE 520852 0 0