 PRICE T ROWE GROUP INC COMTROW |
| 12.4% | 12.64% | $51.6M | 454,073 | $41.7M | 462,196 | -8,123-1.76% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.23% | 6.75% | $26.0M | 129,693 | $22.2M | 127,537 | +2,156+1.69% | Add |
 APPLE INCAAPL |
| 4.41% | 4.66% | $18.3M | 63,403 | $15.3M | 60,469 | +2,934+4.85% | Add |
 MICROSOFT CORPMSFT |
| 2.7% | 3.54% | $11.2M | 30,159 | $11.7M | 31,499 | -1,340-4.25% | Reduce |
 ALPHABET INCGOOGL |
| 2.38% | 2.38% | $9.9M | 27,698 | $7.8M | 27,283 | +415+1.52% | Add |
| IISHARES TRIWV |
| 2.05% | 2.08% | $8.5M | 19,989 | $6.8M | 18,457 | +1,532+8.30% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.01% | 0.73% | $8.4M | 7,268 | $2.4M | 7,119 | +149+2.09% | Add |
 META PLATFORMS INCMETA |
| 1.89% | 2.35% | $7.9M | 13,990 | $7.8M | 13,562 | +428+3.16% | Add |
 BROADCOM INCAVGO |
| 1.67% | 1.64% | $6.9M | 18,364 | $5.4M | 17,409 | +955+5.49% | Add |
 AMAZON COM INCAMZN |
| 1.59% | 1.82% | $6.6M | 27,824 | $6.0M | 28,767 | -943-3.28% | Reduce |
| SSPDR GOLD TRGLD |
| 1.29% | 1.9% | $5.4M | 14,550 | $6.3M | 14,550 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 1.28% | 0.55% | $5.3M | 17,862 | $1.8M | 18,354 | -492-2.68% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.09% | 0.97% | $4.6M | 26,819 | $3.2M | 25,940 | +879+3.39% | Add |
 COHERENT CORPCOHR |
| 1.09% | 0.79% | $4.5M | 11,464 | $2.6M | 10,919 | +545+4.99% | Add |
 JABIL INCJBL |
| 1.01% | 0.93% | $4.2M | 10,955 | $3.1M | 11,514 | -559-4.85% | Reduce |
| IISHARES RUSSELLIWF |
| 0.99% | 0.97% | $4.1M | 33,120 | $3.2M | 7,515 | +25,605+340.72% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.97% | 1.15% | $4.1M | 8,100 | $3.8M | 7,879 | +221+2.80% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.93% | 0.82% | $3.9M | 20,386 | $2.7M | 20,386 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.87% | 0.5% | $3.6M | 10,626 | $1.7M | 10,329 | +297+2.88% | Add |
 CISCO SYS INCCSCO |
| 0.83% | 0.68% | $3.4M | 29,343 | $2.2M | 28,768 | +575+2.00% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.83% | — | $3.4M | 4,104 | $0 | 0 | +4,104 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.82% | 0.87% | $3.4M | 4,548 | $2.9M | 4,383 | +165+3.76% | Add |
 SOUTHERN COSO |
| 0.8% | 1.02% | $3.4M | 35,010 | $3.4M | 34,895 | +115+0.33% | Add |
| IISHARES TRIWD |
| 0.78% | 0.82% | $3.3M | 13,456 | $2.7M | 12,579 | +877+6.97% | Add |
 EXXON MOBIL CORPXOM |
| 0.77% | 1.22% | $3.2M | 23,363 | $4.0M | 23,757 | -394-1.66% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.73% | 0.82% | $3.1M | 8,243 | $2.7M | 8,222 | +21+0.26% | Add |
 ELI LILLY & COLLY |
| 0.71% | 0.64% | $3.0M | 2,462 | $2.1M | 2,297 | +165+7.18% | Add |
 JPMORGAN CHASE & COJPM |
| 0.68% | 0.73% | $2.8M | 8,683 | $2.4M | 8,147 | +536+6.58% | Add |
 TESLA INCTSLA |
| 0.66% | 0.7% | $2.8M | 6,557 | $2.3M | 6,179 | +378+6.12% | Add |
 APPLIED MATLS INCAMAT |
| 0.63% | 0.35% | $2.6M | 3,625 | $1.2M | 3,377 | +248+7.34% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.61% | 0.71% | $2.5M | 8,047 | $2.3M | 8,179 | -132-1.61% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.47% | $2.5M | 7,024 | $1.6M | 5,435 | +1,589+29.24% | Add |
 WALMART INCWMT |
| 0.59% | 0.84% | $2.5M | 21,832 | $2.8M | 22,159 | -327-1.48% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.59% | 0.24% | $2.5M | 4,254 | $780,764 | 3,838 | +416+10.84% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 0.59% | 0.6% | $2.5M | 23,637 | $2.0M | 20,204 | +3,433+16.99% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.55% | 0.51% | $2.3M | 6,077 | $1.7M | 6,036 | +41+0.68% | Add |
 GE AEROSPACEGE |
| 0.54% | 0.51% | $2.2M | 6,013 | $1.7M | 5,903 | +110+1.86% | Add |
 DEERE & CODE |
| 0.49% | 0.55% | $2.0M | 3,195 | $1.8M | 3,191 | +4+0.13% | Add |
 EATON CORP PLCETN |
| 0.49% | 0.51% | $2.0M | 4,745 | $1.7M | 4,675 | +70+1.50% | Add |
 RTX CORPORATIONRTX |
| 0.47% | 0.57% | $1.9M | 10,209 | $1.9M | 9,754 | +455+4.66% | Add |
 ORACLE CORPORCL |
| 0.46% | 0.53% | $1.9M | 12,931 | $1.8M | 11,912 | +1,019+8.55% | Add |
 GE VERNOVA INCGEV |
| 0.45% | 0.44% | $1.9M | 1,585 | $1.4M | 1,651 | -66-4.00% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.44% | 0.57% | $1.8M | 12,565 | $1.9M | 12,993 | -428-3.29% | Reduce |
| GGOLDMAN SACHS ETF TRGTOP |
| 0.44% | 0.41% | $1.8M | 36,533 | $1.4M | 37,588 | -1,055-2.81% | Reduce |
 TWILIO INCTWLO |
| 0.42% | 0.31% | $1.7M | 8,393 | $1.0M | 8,196 | +197+2.40% | Add |
 MORGAN STANLEYMS |
| 0.41% | 0.21% | $1.7M | 8,203 | $676,218 | 4,109 | +4,094+99.63% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.41% | 0.47% | $1.7M | 6,697 | $1.6M | 6,358 | +339+5.33% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.41% | 0.46% | $1.7M | 7,972 | $1.5M | 7,972 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 0.4% | 0.34% | $1.7M | 2,254 | $1.1M | 1,951 | +303+15.53% | Add |
 NETFLIX INCNFLX |
| 0.39% | 0.68% | $1.6M | 22,526 | $2.2M | 23,339 | -813-3.48% | Reduce |
