| SSTATE STREETSPYM |
| 5.06% | 4.61% | $4.2M | 47,249 | $2.9M | 38,213 | +9,036+23.65% | Add |
| SSTATE STREETSPAB |
| 4.57% | 4.76% | $3.8M | 147,090 | $3.0M | 117,806 | +29,284+24.86% | Add |
 KLA CORPKLAC |
| 2.59% | 2.2% | $2.1M | 7,045 | $1.4M | 949 | +6,096+642.36% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.55% | 2.91% | $2.1M | 10,475 | $1.8M | 10,581 | -106-1.00% | Reduce |
 APPLE INCAAPL |
| 2.55% | 2.77% | $2.1M | 7,235 | $1.8M | 6,916 | +319+4.61% | Add |
| SSPDR INDEX SHS FDSSPDW |
| 2.52% | 2.42% | $2.1M | 41,045 | $1.5M | 33,697 | +7,348+21.81% | Add |
| FFLEX LTDFLEX |
| 2.41% | 1.21% | $2.0M | 12,215 | $766,864 | 11,715 | +500+4.27% | Add |
 AMPHENOL CORPAPH |
| 2.37% | 2.06% | $1.9M | 11,151 | $1.3M | 10,365 | +786+7.58% | Add |
 AMAZON COM INCAMZN |
| 2.33% | 2.57% | $1.9M | 8,018 | $1.6M | 7,838 | +180+2.30% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.32% | 1.04% | $1.9M | 1,653 | $659,126 | 1,951 | -298-15.27% | Reduce |
 ALPHABET INCGOOGL |
| 1.89% | 1.9% | $1.6M | 4,354 | $1.2M | 4,191 | +163+3.89% | Add |
 BROADCOM INCAVGO |
| 1.71% | 1.99% | $1.4M | 3,717 | $1.3M | 4,086 | -369-9.03% | Reduce |
 SHELL PLCSHEL |
| 1.65% | 2.44% | $1.4M | 17,501 | $1.5M | 16,663 | +838+5.03% | Add |
 CISCO SYS INCCSCO |
| 1.61% | 1.48% | $1.3M | 11,256 | $937,731 | 12,086 | -830-6.87% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.54% | 1.78% | $1.3M | 4,983 | $1.1M | 4,633 | +350+7.55% | Add |
| AAPPLOVIN CORPAPP |
| 1.48% | 1.42% | $1.2M | 2,366 | $899,878 | 2,261 | +105+4.64% | Add |
 ABBVIE INCABBV |
| 1.46% | 1.57% | $1.2M | 4,763 | $994,188 | 4,571 | +192+4.20% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.46% | 1.56% | $1.2M | 11,125 | $987,943 | 10,042 | +1,083+10.78% | Add |
 CHEVRON CORPORATIONCVX |
| 1.45% | 2.23% | $1.2M | 7,183 | $1.4M | 6,843 | +340+4.97% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.37% | 2% | $1.1M | 26,511 | $1.3M | 25,255 | +1,256+4.97% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.36% | 1.63% | $1.1M | 2,167 | $1.0M | 2,071 | +96+4.64% | Add |
 HOME DEPOT INCHD |
| 1.34% | 0.32% | $1.1M | 3,263 | $204,192 | 621 | +2,642+425.44% | Add |
 US BANCORPUSB |
| 1.29% | 1.37% | $1.1M | 17,567 | $870,176 | 16,731 | +836+5.00% | Add |
 META PLATFORMS INCMETA |
| 1.28% | 1.61% | $1.1M | 1,868 | $1.0M | 1,787 | +81+4.53% | Add |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.29% | $1.0M | 2,934 | $816,422 | 2,846 | +88+3.09% | Add |
| SSPDR INDEX SHS FDSSPEM |
| 1.24% | 1.19% | $1.0M | 19,722 | $756,495 | 16,127 | +3,595+22.29% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 1.24% | 1.52% | $1.0M | 17,629 | $964,746 | 16,737 | +892+5.33% | Add |
 PFIZER INCPFE |
| 1.23% | 1.76% | $1.0M | 41,946 | $1.1M | 39,758 | +2,188+5.50% | Add |
| FFASTENAL CO COMFAST |
| 1.17% | 1.39% | $961,490 | 20,019 | $884,448 | 19,061 | +958+5.03% | Add |
 JPMORGAN CHASE & COJPM |
| 1.14% | 1.26% | $935,009 | 2,856 | $801,746 | 2,726 | +130+4.77% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.12% | 1.27% | $919,968 | 5,086 | $804,836 | 4,868 | +218+4.48% | Add |
| AAT&T INCT |
| 1.11% | 1.83% | $909,963 | 43,960 | $1.2M | 40,073 | +3,887+9.70% | Add |
 WELLS FARGO CO NEWWFC |
| 1.1% | 1.31% | $901,198 | 10,905 | $833,283 | 10,467 | +438+4.18% | Add |
 PEPSICO INCPEP |
| 1.1% | 1.48% | $900,040 | 6,647 | $937,727 | 6,039 | +608+10.07% | Add |
 NETFLIX INCNFLX |
| 1.07% | 1.8% | $881,504 | 12,346 | $1.1M | 11,874 | +472+3.98% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.06% | 0.64% | $874,613 | 1,042 | $404,419 | 993 | +49+4.93% | Add |
 UNITED RENTALS INCURI |
| 1.06% | 0.84% | $867,553 | 766 | $534,445 | 734 | +32+4.36% | Add |
| DDICKS SPORTING GOODS INCDKS |
| 1.04% | 1.13% | $856,517 | 3,776 | $715,309 | 3,607 | +169+4.69% | Add |
 AON PLC SHS CL AAON |
| 0.92% | — | $757,977 | 2,348 | $0 | 0 | +2,348 | New Buy |
 ARISTA NETWORKS INCANET |
| 0.92% | 0.82% | $751,889 | 4,426 | $518,254 | 4,221 | +205+4.86% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.9% | 0.87% | $736,500 | 3,160 | $549,500 | 3,014 | +146+4.84% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.78% | — | $640,527 | 8,512 | $0 | 0 | +8,512 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.78% | — | $639,537 | 1,388 | $0 | 0 | +1,388 | New Buy |
 CINTAS CORP COMCTAS |
| 0.68% | 0.84% | $558,738 | 3,285 | $531,086 | 3,140 | +145+4.62% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.66% | 0.73% | $538,137 | 2,484 | $464,078 | 2,375 | +109+4.59% | Add |
| VVANGUARD STAR FDSVXUS |
| 0.63% | 0.74% | $517,601 | 6,055 | $466,502 | 6,050 | +5+0.08% | Add |
 BURLINGTON STORES INC COMBURL |
| 0.61% | 0.77% | $501,495 | 1,583 | $490,998 | 1,509 | +74+4.90% | Add |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.38% | $494,844 | 1,142 | $243,948 | 1,142 | 00.00% | Unchanged |
 LINCOLN ELEC HLDGS INCLECO |
| 0.57% | 0.65% | $468,047 | 1,765 | $413,816 | 1,661 | +104+6.26% | Add |
 MORGAN STANLEYMS |
| 0.55% | 0.55% | $450,815 | 2,157 | $348,388 | 2,117 | +40+1.89% | Add |
