 QUANTA SVCS INCPWR |
| 42.25% | 47.66% | $3.40B | 4.7M | $2.75B | 5.0M | -286,993-5.73% | Reduce |
| DDYCOM INDS INCDY |
| 27.92% | 24.16% | $2.25B | 4.4M | $1.39B | 4.1M | +330,000+8.02% | Add |
| MMASTEC INCMTZ |
| 19.02% | 19.96% | $1.53B | 3.7M | $1.15B | 3.6M | +100,000+2.79% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 6.5% | — | $522.7M | 700,000 | $0 | 0 | +700,000 | New Buy |
 FREEPORT MCMORAN INCFCX |
| 3.06% | 3.38% | $246.3M | 3.9M | $195.0M | 3.3M | +600,000+18.09% | Add |
| AAMC ENTMT HLDGS INC CLASS AAMC |
| 0.76% | 0.05% | $60.8M | 32.0M | $2.9M | 3.0M | +29.0M+966.67% | Add |
| CCINEMARK HLDGS INCCNK |
| 0.47% | — | $38.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
 ALPHABET INCGOOGL |
| 0.01% | 0.01% | $643,266 | 1,800 | $517,608 | 1,800 | 00.00% | Unchanged |
