 NVIDIA CORPORATIONNVDA |
| 30.81% | 32.46% | $72.3M | 361,206 | $63.1M | 361,780 | -574-0.16% | Reduce |
 APPLE INCAAPL |
| 5.04% | 5.35% | $11.8M | 40,850 | $10.4M | 40,996 | -146-0.36% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.32% | 1.89% | $7.8M | 17,947 | $3.7M | 17,149 | +798+4.65% | Add |
 KLA CORPKLAC |
| 2.96% | 1.75% | $6.9M | 23,021 | $3.4M | 2,314 | +20,707+894.86% | Add |
 ALPHABET INCGOOGL |
| 2.02% | 2.03% | $4.7M | 13,271 | $3.9M | 13,692 | -421-3.07% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.87% | 2% | $4.4M | 129,796 | $3.9M | 134,703 | -4,907-3.64% | Reduce |
 AMAZON COM INCAMZN |
| 1.86% | 2% | $4.4M | 18,281 | $3.9M | 18,702 | -421-2.25% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 1.79% | 1.83% | $4.2M | 15,610 | $3.6M | 15,443 | +167+1.08% | Add |
| IINVESCO EXCH TRADED FD TR IISPMO |
| 1.77% | 1.49% | $4.2M | 25,706 | $2.9M | 25,955 | -249-0.96% | Reduce |
 ELI LILLY & COLLY |
| 1.76% | 1.65% | $4.1M | 3,446 | $3.2M | 3,489 | -43-1.23% | Reduce |
 BROADCOM INCAVGO |
| 1.72% | 1.74% | $4.0M | 10,674 | $3.4M | 10,922 | -248-2.27% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.69% | 1.64% | $4.0M | 5,390 | $3.2M | 5,538 | -148-2.67% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 1.58% | 1.4% | $3.7M | 1,873 | $2.7M | 1,979 | -106-5.36% | Reduce |
 MICROSOFT CORPMSFT |
| 1.55% | 2.05% | $3.6M | 9,778 | $4.0M | 10,833 | -1,055-9.74% | Reduce |
 PALO ALTOPANW |
| 1.47% | 0.79% | $3.4M | 10,082 | $1.5M | 9,621 | +461+4.79% | Add |
 CINTAS CORP COMCTAS |
| 1.26% | 1.73% | $3.0M | 17,376 | $3.4M | 19,906 | -2,530-12.71% | Reduce |
| IISHARES TRSGOV |
| 1.18% | 1.04% | $2.8M | 27,497 | $2.0M | 20,389 | +7,108+34.86% | Add |
 GE AEROSPACEGE |
| 1.18% | 1.22% | $2.8M | 7,387 | $2.4M | 8,355 | -968-11.59% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.12% | 1.08% | $2.6M | 3,840 | $2.1M | 3,499 | +341+9.75% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.12% | 0.96% | $2.6M | 13,813 | $1.9M | 14,115 | -302-2.14% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.98% | 0.63% | $2.3M | 3,518 | $1.2M | 3,192 | +326+10.21% | Add |
 QUANTA SVCS INCPWR |
| 0.95% | 0.88% | $2.2M | 3,092 | $1.7M | 3,123 | -31-0.99% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJPLD |
| 0.92% | 0.97% | $2.2M | 41,226 | $1.9M | 36,313 | +4,913+13.53% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.91% | 0.93% | $2.1M | 4,342 | $1.8M | 4,334 | +8+0.18% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.91% | 0.95% | $2.1M | 24,679 | $1.8M | 4,230 | +20,449+483.43% | Add |
| IISHARES TRIOO |
| 0.9% | 0.95% | $2.1M | 15,403 | $1.9M | 15,325 | +78+0.51% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.9% | 1.07% | $2.1M | 4,095 | $2.1M | 4,159 | -64-1.54% | Reduce |
| FFIDELITY COVINGTON TRUSTFFLC |
| 0.83% | 0.87% | $1.9M | 32,909 | $1.7M | 32,795 | +114+0.35% | Add |
| IINVESCO S&PSPHQ |
| 0.82% | 0.62% | $1.9M | 21,467 | $1.2M | 16,002 | +5,465+34.15% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.8% | 0.89% | $1.9M | 7,964 | $1.7M | 8,020 | -56-0.70% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.8% | 1.05% | $1.9M | 1,998 | $2.0M | 2,048 | -50-2.44% | Reduce |
 AMPHENOL CORPAPH |
| 0.79% | 0.74% | $1.9M | 10,508 | $1.4M | 11,345 | -837-7.38% | Reduce |
| FFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 0.79% | 0.92% | $1.8M | 45,512 | $1.8M | 44,256 | +1,256+2.84% | Add |
| IISHARES TRILCG |
| 0.78% | 0.83% | $1.8M | 15,696 | $1.6M | 16,803 | -1,107-6.59% | Reduce |
| IISHARES TRICSH |
| 0.78% | 0.86% | $1.8M | 36,195 | $1.7M | 33,058 | +3,137+9.49% | Add |
 TAPESTRY INCTPR |
| 0.76% | 0.85% | $1.8M | 12,251 | $1.7M | 11,753 | +498+4.24% | Add |
 EMCOR GROUP INCEME |
| 0.76% | 0.77% | $1.8M | 2,138 | $1.5M | 2,036 | +102+5.01% | Add |
| FFLEX LTDFLEX |
| 0.72% | 0.23% | $1.7M | 10,416 | $439,302 | 6,711 | +3,705+55.21% | Add |
 META PLATFORMS INCMETA |
| 0.69% | 0.9% | $1.6M | 2,863 | $1.8M | 3,040 | -177-5.82% | Reduce |
 VISA INCV |
| 0.67% | 0.74% | $1.6M | 4,557 | $1.4M | 4,747 | -190-4.00% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.67% | 0.58% | $1.6M | 4,663 | $1.1M | 4,491 | +172+3.83% | Add |
| GGLOBAL X FDSAIQ |
| 0.59% | 0.53% | $1.4M | 21,239 | $1.0M | 21,940 | -701-3.20% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.54% | $1.3M | 3,677 | $1.1M | 3,677 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.55% | 0.47% | $1.3M | 2,682 | $911,789 | 2,698 | -16-0.59% | Reduce |
 EATON CORP PLCETN |
| 0.54% | 0.54% | $1.3M | 2,967 | $1.1M | 2,958 | +9+0.30% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.54% | 0.6% | $1.3M | 7,062 | $1.2M | 277 | +6,785+2,449.46% | Add |
 MCKESSON CORP COMMCK |
| 0.54% | 0.82% | $1.3M | 1,664 | $1.6M | 1,868 | -204-10.92% | Reduce |
 CATERPILLAR INCCAT |
| 0.48% | 0.18% | $1.1M | 1,056 | $357,191 | 504 | +552+109.52% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.45% | 0.38% | $1.0M | 7,240 | $737,060 | 6,213 | +1,027+16.53% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.43% | 0.18% | $1.0M | 1,592 | $343,450 | 1,045 | +547+52.34% | Add |
