 NVIDIA CORPORATIONNVDA |
| 1.99% | 2.01% | $10.2M | 50,919 | $7.5M | 43,113 | +7,806+18.11% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.89% | 0.85% | $9.7M | 8,401 | $3.2M | 9,432 | -1,031-10.93% | Reduce |
 APPLE INCAAPL |
| 1.87% | 1.89% | $9.6M | 33,205 | $7.0M | 27,746 | +5,459+19.67% | Add |
 MICROSOFT CORPMSFT |
| 1.85% | 1.62% | $9.5M | 25,400 | $6.0M | 16,323 | +9,077+55.61% | Add |
| IISHARES TRIVV |
| 1.83% | 2.01% | $9.4M | 12,524 | $7.5M | 11,470 | +1,054+9.19% | Add |
| BBLACKROCK ETF TRUSTDYNF |
| 1.4% | 1.48% | $7.2M | 105,819 | $5.5M | 94,975 | +10,844+11.42% | Add |
| FFIRST TR EXCHNG TRADED FD VIGMAR |
| 1.36% | 1.53% | $7.0M | 157,982 | $5.7M | 137,313 | +20,669+15.05% | Add |
 AMAZON COM INCAMZN |
| 1.22% | 1.14% | $6.2M | 26,208 | $4.3M | 20,440 | +5,768+28.22% | Add |
| CCOMFORT SYS USA INCFIX |
| 1.11% | 1.07% | $5.7M | 2,880 | $4.0M | 2,896 | -16-0.55% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.98% | 0.82% | $5.0M | 88,558 | $3.0M | 62,505 | +26,053+41.68% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.93% | 0.57% | $4.8M | 7,465 | $2.1M | 7,935 | -470-5.92% | Reduce |
 BROADCOM INCAVGO |
| 0.89% | 0.93% | $4.6M | 12,128 | $3.5M | 11,251 | +877+7.79% | Add |
 LAM RESEARCH CORPLRCX |
| 0.87% | 0.62% | $4.5M | 10,334 | $2.3M | 10,790 | -456-4.23% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.82% | 0.08% | $4.2M | 31,266 | $305,690 | 2,104 | +29,162+1,386.03% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 0.8% | 0.73% | $4.1M | 14,088 | $2.7M | 12,813 | +1,275+9.95% | Add |
 INTEL CORPINTC |
| 0.79% | 0.58% | $4.1M | 29,075 | $2.2M | 49,102 | -20,027-40.79% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.72% | $3.8M | 10,874 | $2.7M | 9,351 | +1,523+16.29% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.73% | 1% | $3.8M | 65,358 | $3.7M | 61,320 | +4,038+6.59% | Add |
 CENTENE CORP DEL COMCNC |
| 0.73% | 0.55% | $3.8M | 58,556 | $2.1M | 63,275 | -4,719-7.46% | Reduce |
 EDISON INTLEIX |
| 0.72% | 0.91% | $3.7M | 49,795 | $3.4M | 46,321 | +3,474+7.50% | Add |
 GE AEROSPACEGE |
| 0.72% | 0.7% | $3.7M | 9,827 | $2.6M | 9,246 | +581+6.28% | Add |
 ALPHABET INCGOOGL |
| 0.67% | 0.57% | $3.4M | 9,575 | $2.1M | 7,428 | +2,147+28.90% | Add |
 PG&E CORPPCG |
| 0.65% | 0.85% | $3.3M | 198,733 | $3.2M | 181,312 | +17,421+9.61% | Add |
| BBLACKROCK ETF TRUSTCORO |
| 0.63% | 0.67% | $3.3M | 88,898 | $2.5M | 77,286 | +11,612+15.02% | Add |
 GE VERNOVA INCGEV |
| 0.61% | 0.58% | $3.1M | 2,677 | $2.2M | 2,473 | +204+8.25% | Add |
 MERCK & CO INCMRK |
| 0.6% | 0.76% | $3.1M | 23,810 | $2.8M | 23,691 | +119+0.50% | Add |
 CHUBB LIMITEDCB |
| 0.58% | 0.71% | $3.0M | 8,663 | $2.6M | 8,092 | +571+7.06% | Add |
| BBLACKROCK ETF TRUSTBAI |
| 0.57% | 0.49% | $2.9M | 55,245 | $1.8M | 55,547 | -302-0.54% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.55% | 0.37% | $2.8M | 1,245 | $1.4M | 2,154 | -909-42.20% | Reduce |
 ELI LILLY & COLLY |
| 0.55% | 0.45% | $2.8M | 2,357 | $1.7M | 1,821 | +536+29.43% | Add |
 TECHNIPFMC PLC COMFTI |
| 0.55% | 0.75% | $2.8M | 42,259 | $2.8M | 40,508 | +1,751+4.32% | Add |
 CISCO SYS INCCSCO |
| 0.54% | 0.48% | $2.8M | 23,418 | $1.8M | 22,917 | +501+2.19% | Add |
 AIRBNB INC COM CL AABNB |
| 0.52% | 0.56% | $2.6M | 18,468 | $2.1M | 16,569 | +1,899+11.46% | Add |
| TTERADYNE INCTER |
| 0.51% | 0.37% | $2.6M | 5,433 | $1.4M | 4,679 | +754+16.11% | Add |
 WALMART INCWMT |
| 0.51% | 0.88% | $2.6M | 23,177 | $3.3M | 26,488 | -3,311-12.50% | Reduce |
 TJX COS INC NEWTJX |
| 0.47% | 0.54% | $2.4M | 15,790 | $2.0M | 12,699 | +3,091+24.34% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.46% | 0.46% | $2.4M | 9,566 | $1.7M | 8,331 | +1,235+14.82% | Add |
 FEDEX CORPFDX |
| 0.46% | 0.64% | $2.3M | 7,477 | $2.4M | 6,739 | +738+10.95% | Add |
 AMPHENOL CORPAPH |
| 0.44% | 0.44% | $2.3M | 12,818 | $1.6M | 12,869 | -51-0.40% | Reduce |
 MOLINA HEALTHCARE INCMOH |
| 0.42% | 0.25% | $2.1M | 9,324 | $918,837 | 6,893 | +2,431+35.27% | Add |
 GENERAL MTRS COGM |
| 0.42% | 0.47% | $2.1M | 27,638 | $1.7M | 23,467 | +4,171+17.77% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.41% | 0.31% | $2.1M | 4,249 | $1.2M | 2,435 | +1,814+74.50% | Add |
 PHILLIPS 66PSX |
| 0.41% | 0.51% | $2.1M | 12,532 | $1.9M | 10,428 | +2,104+20.18% | Add |
 META PLATFORMS INCMETA |
| 0.41% | 0.43% | $2.1M | 3,760 | $1.6M | 2,837 | +923+32.53% | Add |
| IISHARES TRGJS |
| 0.41% | 0.45% | $2.1M | 92,088 | $1.7M | 72,552 | +19,536+26.93% | Add |
 NATERA INCNTRA |
| 0.4% | 0.41% | $2.1M | 7,574 | $1.5M | 7,716 | -142-1.84% | Reduce |
 EMCOR GROUP INCEME |
| 0.4% | 0.43% | $2.0M | 2,450 | $1.6M | 2,169 | +281+12.96% | Add |
 TESLA INCTSLA |
| 0.39% | 0.38% | $2.0M | 4,799 | $1.4M | 3,843 | +956+24.88% | Add |
 VERTIV HOLDINGS COVRT |
| 0.39% | 0.4% | $2.0M | 6,013 | $1.5M | 5,908 | +105+1.78% | Add |
 JPMORGAN CHASE & COJPM |
| 0.39% | 0.33% | $2.0M | 6,136 | $1.2M | 4,208 | +1,928+45.82% | Add |
