 APPLIED MATLS INCAMAT |
| 10.74% | 5.68% | $12.2M | 14,756 | $5.8M | 16,856 | -2,100-12.46% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 6.65% | 7.92% | $7.5M | 34,014 | $8.0M | 61,071 | -27,057-44.30% | Reduce |
| IISHARES COREIJH |
| 6.12% | 6.06% | $6.9M | 64,233 | $6.2M | 91,134 | -26,901-29.52% | Reduce |
| IISHARES TRIVV |
| 5.23% | 5.85% | $5.9M | 9,487 | $5.9M | 9,088 | +399+4.39% | Add |
| IISHARES TRITOT |
| 3.79% | 3.58% | $4.3M | 26,494 | $3.6M | 25,333 | +1,161+4.58% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 3.7% | 1.27% | $4.2M | 53,394 | $1.3M | 15,746 | +37,648+239.10% | Add |
| IISHARES COREIJR |
| 3.25% | 5.47% | $3.7M | 25,727 | $5.5M | 44,646 | -18,919-42.38% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.8% | 2.01% | $2.0M | 19,526 | $2.0M | 18,748 | +778+4.15% | Add |
 BROADCOM INCAVGO |
| 1.76% | 1.62% | $2.0M | 5,300 | $1.6M | 5,300 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.67% | 1.35% | $1.9M | 9,567 | $1.4M | 5,662 | +3,905+68.97% | Add |
 MICROSOFT CORPMSFT |
| 1.63% | 1.81% | $1.9M | 4,970 | $1.8M | 4,970 | 00.00% | Unchanged |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.59% | 1.54% | $1.8M | 11,478 | $1.6M | 11,096 | +382+3.44% | Add |
 CSX CORPCSX |
| 1.46% | 1.09% | $1.7M | 30,123 | $1.1M | 27,058 | +3,065+11.33% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.33% | 0.59% | $1.5M | 29,690 | $598,669 | 11,840 | +17,850+150.76% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.3% | 0.33% | $1.5M | 1,454 | $334,702 | 396 | +1,058+267.17% | Add |
 AMPHENOL CORPAPH |
| 1.29% | 1.04% | $1.5M | 8,336 | $1.1M | 8,336 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.27% | 1.24% | $1.4M | 5,380 | $1.3M | 5,767 | -387-6.71% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.26% | 1.21% | $1.4M | 24,604 | $1.2M | 19,992 | +4,612+23.07% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.22% | 1.9% | $1.4M | 9,495 | $1.9M | 14,700 | -5,205-35.41% | Reduce |
 AMGEN INC COMAMGN |
| 1.19% | 1.39% | $1.3M | 3,403 | $1.4M | 4,023 | -620-15.41% | Reduce |
 CUMMINS INCCMI |
| 1.15% | 0.97% | $1.3M | 1,825 | $981,887 | 1,825 | 00.00% | Unchanged |
| SSTATE STREETXLI |
| 1.09% | 2.78% | $1.2M | 8,779 | $2.8M | 17,679 | -8,900-50.34% | Reduce |
 ELI LILLY & COLLY |
| 1.07% | 0.92% | $1.2M | 1,015 | $933,156 | 1,015 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 1.05% | 0.91% | $1.2M | 3,201 | $918,952 | 4,301 | -1,100-25.58% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 1.02% | 1.05% | $1.2M | 21,442 | $1.1M | 21,628 | -186-0.86% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.93% | 0.74% | $1.1M | 17,957 | $749,074 | 15,842 | +2,115+13.35% | Add |
 ANALOG DEVICES INC COMADI |
| 0.89% | 0.96% | $1.0M | 2,054 | $971,600 | 3,054 | -1,000-32.74% | Reduce |
| SSPDR SERIES TRUSTSPTM |
| 0.87% | 0.48% | $985,072 | 10,850 | $490,172 | 6,200 | +4,650+75.00% | Add |
| PPRINCIPAL FINANCIAL GROUP INPFG |
| 0.8% | 0.75% | $906,550 | 7,239 | $759,087 | 8,424 | -1,185-14.07% | Reduce |
 LINDE PLCLIN |
| 0.79% | 0.28% | $897,870 | 1,730 | $280,104 | 565 | +1,165+206.19% | Add |
 TAPESTRY INCTPR |
| 0.79% | 0.79% | $891,330 | 6,105 | $801,505 | 5,680 | +425+7.48% | Add |
 ON SEMICONDUCTOR CORP COMON |
| 0.77% | 0.57% | $879,222 | 9,300 | $575,856 | 9,300 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 0.69% | 0.98% | $787,733 | 28,763 | $991,308 | 35,303 | -6,540-18.53% | Reduce |
 MERCK & CO INCMRK |
| 0.66% | 0.83% | $751,680 | 4,752 | $844,054 | 7,017 | -2,265-32.28% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.66% | 0.69% | $748,502 | 5,354 | $702,556 | 4,864 | +490+10.07% | Add |
 PEPSICO INCPEP |
| 0.65% | 0.73% | $734,861 | 10,097 | $741,772 | 4,777 | +5,320+111.37% | Add |
 GENERAC HLDGS INCGNRC |
| 0.65% | 0.02% | $732,500 | 2,500 | $15,626 | 80 | +2,420+3,025.00% | Add |
 HCA HEALTHCARE INCHCA |
| 0.63% | 0.3% | $717,990 | 1,841 | $307,606 | 650 | +1,191+183.23% | Add |
 KLA CORPKLAC |
| 0.63% | 0.69% | $715,136 | 2,368 | $696,450 | 473 | +1,895+400.63% | Add |
 AMERICAN EXPRESS COAXP |
| 0.6% | 0.6% | $678,891 | 1,705 | $609,497 | 2,015 | -310-15.38% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.58% | 0.56% | $661,823 | 11,615 | $566,231 | 11,615 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 0.56% | 0.78% | $638,301 | 4,449 | $791,456 | 11,020 | -6,571-59.63% | Reduce |
 APPLE INCAAPL |
| 0.53% | 0.54% | $603,429 | 2,168 | $550,217 | 2,168 | 00.00% | Unchanged |
 AFLAC INC COMAFL |
| 0.52% | 0.54% | $587,271 | 5,028 | $551,622 | 5,028 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 0.51% | 0.97% | $584,080 | 1,960 | $983,390 | 5,160 | -3,200-62.02% | Reduce |
 NUCOR CORPNUE |
| 0.5% | 0.44% | $571,284 | 3,406 | $450,873 | 2,666 | +740+27.76% | Add |
 EMERSON ELEC COEMR |
| 0.5% | 0.41% | $563,666 | 3,175 | $414,416 | 3,163 | +12+0.38% | Add |
 TJX COS INC NEWTJX |
| 0.48% | 0.47% | $549,564 | 3,552 | $479,419 | 3,002 | +550+18.32% | Add |
 INTEL CORPINTC |
| 0.47% | 0.61% | $536,340 | 3,831 | $618,058 | 13,926 | -10,095-72.49% | Reduce |
 SYSCO CORP COMSYY |
| 0.47% | 0.51% | $531,780 | 4,287 | $515,716 | 7,230 | -2,943-40.71% | Reduce |
