 NVIDIA CORPORATIONNVDA |
| 7.43% | 6.89% | $143.9M | 719,405 | $126.9M | 727,487 | -8,082-1.11% | Reduce |
| AAlphabet Inc Class CGOOG |
| 6.11% | 5.68% | $118.4M | 335,201 | $104.6M | 364,569 | -29,368-8.06% | Reduce |
 APPLE INCAAPL |
| 5.63% | 5.24% | $109.2M | 377,257 | $96.4M | 380,005 | -2,748-0.72% | Reduce |
 MICROSOFT CORPMSFT |
| 4.93% | 4.81% | $95.5M | 256,067 | $88.5M | 239,023 | +17,044+7.13% | Add |
 AMAZON COM INCAMZN |
| 4.18% | 3.85% | $80.9M | 339,579 | $70.8M | 340,050 | -471-0.14% | Reduce |
 COMMUNITY TR BANCORP INCCTBI |
| 3.75% | 6.89% | $72.7M | 1.0M | $126.8M | 2.1M | -1.1M-51.90% | Reduce |
 BROADCOM INCAVGO |
| 3.6% | 3.19% | $69.7M | 184,389 | $58.6M | 189,460 | -5,071-2.68% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.73% | 1.73% | $53.0M | 91,177 | $31.9M | 156,786 | -65,609-41.85% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.31% | 2.21% | $44.7M | 136,556 | $40.6M | 138,084 | -1,528-1.11% | Reduce |
 META PLATFORMS INCMETA |
| 2.26% | 1.99% | $43.8M | 77,721 | $36.6M | 64,031 | +13,690+21.38% | Add |
 VISA INCV |
| 2.06% | 1.93% | $39.9M | 116,422 | $35.5M | 117,361 | -939-0.80% | Reduce |
 PALO ALTOPANW |
| 2.02% | 1.37% | $39.2M | 114,827 | $25.2M | 156,997 | -42,170-26.86% | Reduce |
 AMPHENOL CORPAPH |
| 2% | 1.52% | $38.7M | 219,300 | $28.0M | 221,721 | -2,421-1.09% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.67% | 1.66% | $32.4M | 33,077 | $30.6M | 34,167 | -1,090-3.19% | Reduce |
| MMASTEC INCMTZ |
| 1.58% | 1.92% | $30.7M | 73,763 | $35.4M | 109,913 | -36,150-32.89% | Reduce |
 ELI LILLY & COLLY |
| 1.48% | 1.2% | $28.6M | 23,879 | $22.0M | 23,933 | -54-0.23% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 1.44% | 1.54% | $27.9M | 615,910 | $28.4M | 618,679 | -2,769-0.45% | Reduce |
 LINDE PLCLIN |
| 1.43% | 1.46% | $27.7M | 53,298 | $27.0M | 54,385 | -1,087-2.00% | Reduce |
 WALMART INCWMT |
| 1.42% | 1.71% | $27.6M | 243,690 | $31.6M | 253,987 | -10,297-4.05% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.38% | 0.96% | $26.7M | 64,215 | $17.7M | 65,369 | -1,154-1.77% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.33% | 1.14% | $25.7M | 73,554 | $21.0M | 74,349 | -795-1.07% | Reduce |
 CVS HEALTH CORPCVS |
| 1.31% | 0.98% | $25.4M | 245,183 | $18.1M | 252,048 | -6,865-2.72% | Reduce |
 CHENIERE ENERGY INCLNG |
| 1.29% | 1.62% | $25.1M | 104,931 | $29.9M | 105,359 | -428-0.41% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 1.29% | 1.26% | $24.9M | 258,648 | $23.3M | 262,380 | -3,732-1.42% | Reduce |
 TJX COS INC NEWTJX |
| 1.19% | 1.33% | $23.1M | 152,677 | $24.5M | 153,617 | -940-0.61% | Reduce |
 RTX CORPORATIONRTX |
| 1.18% | 1.25% | $22.9M | 120,568 | $23.1M | 119,555 | +1,013+0.85% | Add |
| EEQUITABLE HLDGS INCEQH |
| 1.08% | 0.78% | $20.9M | 476,885 | $14.4M | 388,401 | +88,484+22.78% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.05% | 1.06% | $20.4M | 282,327 | $19.6M | 272,332 | +9,995+3.67% | Add |
 SALESFORCE INCCRM |
| 1.05% | 1.18% | $20.2M | 129,253 | $21.7M | 116,268 | +12,985+11.17% | Add |
 US FOODS HLDG CORPUSFD |
| 1.03% | 0.98% | $19.9M | 194,630 | $18.1M | 196,010 | -1,380-0.70% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.01% | 1.02% | $19.6M | 39,072 | $18.8M | 38,253 | +819+2.14% | Add |
 PROCTER & GAMBLE COPG |
| 1% | 1.04% | $19.4M | 132,528 | $19.1M | 132,219 | +309+0.23% | Add |
 SLB LIMITEDSLB |
| 0.99% | 1.22% | $19.2M | 412,194 | $22.4M | 436,026 | -23,832-5.47% | Reduce |
| KKKR & CO INC COMKKR |
| 0.99% | 1.04% | $19.1M | 208,390 | $19.1M | 206,750 | +1,640+0.79% | Add |
 CHURCHILL DOWNS INCCHDN |
| 0.94% | 0.99% | $18.2M | 203,165 | $18.2M | 202,801 | +364+0.18% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.93% | 0.96% | $18.0M | 145,983 | $17.6M | 112,040 | +33,943+30.30% | Add |
 IQVIA HLDGS INCIQV |
| 0.92% | 0.82% | $17.9M | 92,668 | $15.1M | 88,280 | +4,388+4.97% | Add |
 ASTRAZENECA PLCAZN |
| 0.89% | 0.98% | $17.3M | 91,081 | $18.1M | 91,743 | -662-0.72% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.88% | 1.1% | $17.1M | 58,949 | $20.3M | 58,805 | +144+0.24% | Add |
 T-MOBILE US INC COMTMUS |
| 0.87% | 0.82% | $16.9M | 100,967 | $15.1M | 71,663 | +29,304+40.89% | Add |
 CHEVRON CORPORATIONCVX |
| 0.87% | 1.14% | $16.9M | 102,012 | $21.0M | 101,432 | +580+0.57% | Add |
 S&P GLOBAL INCSPGI |
| 0.85% | 0.88% | $16.4M | 40,231 | $16.2M | 38,179 | +2,052+5.37% | Add |
| PPINNACLE FINL PARTNERS INCPNFP |
| 0.8% | 0.72% | $15.6M | 154,463 | $13.3M | 154,753 | -290-0.19% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.89% | $15.2M | 16,291 | $16.4M | 16,429 | -138-0.84% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.74% | 0.68% | $14.3M | 41,470 | $12.5M | 39,023 | +2,447+6.27% | Add |
 HCA HEALTHCARE INCHCA |
| 0.73% | 0.93% | $14.1M | 36,171 | $17.0M | 35,993 | +178+0.49% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.72% | 0.69% | $14.0M | 411,543 | $12.6M | 394,929 | +16,614+4.21% | Add |
| PPGIM AAAPAAA |
| 0.68% | 0.68% | $13.2M | 257,534 | $12.5M | 244,168 | +13,366+5.47% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 0.69% | $13.2M | 26,379 | $12.7M | 26,402 | -23-0.09% | Reduce |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.67% | 0.62% | $13.0M | 173,366 | $11.4M | 175,152 | -1,786-1.02% | Reduce |
