 MICROSOFT CORPMSFT |
| 4.92% | 5.91% | $3.17B | 8.5M | $3.60B | 9.7M | -1.2M-12.44% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.42% | 3.41% | $2.85B | 6.0M | $2.08B | 6.1M | -164,451-2.68% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.31% | 3.19% | $2.78B | 7.9M | $1.94B | 6.8M | +1.1M+16.48% | Add |
 VISA INCV |
| 3.77% | 3.77% | $2.44B | 7.1M | $2.30B | 7.6M | -493,935-6.50% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.19% | 2.79% | $2.06B | 10.3M | $1.70B | 9.7M | +552,305+5.67% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.74% | 2.87% | $1.77B | 3.4M | $1.74B | 3.5M | -47,458-1.36% | Reduce |
| AADVISORS INNER CIRCLE FD IIIBAFE |
| 2.51% | 2.34% | $1.62B | 55.6M | $1.42B | 56.2M | -647,105-1.15% | Reduce |
| IISHARES TRIVV |
| 2.33% | 1.85% | $1.51B | 2.0M | $1.12B | 1.7M | +291,767+16.95% | Add |
 AMAZON COM INCAMZN |
| 2.28% | 2.62% | $1.47B | 6.2M | $1.59B | 7.6M | -1.5M-19.20% | Reduce |
 APPLE INCAAPL |
| 1.81% | 1.67% | $1.17B | 4.0M | $1.02B | 4.0M | +19,054+0.47% | Add |
 GE AEROSPACEGE |
| 1.38% | 1.22% | $892.9M | 2.4M | $744.6M | 2.6M | -234,886-8.95% | Reduce |
| AAMERICAN CENTY ETF TRDSPY |
| 1.34% | 1.23% | $865.4M | 13.1M | $749.9M | 13.1M | +1,990+0.02% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.33% | 1.41% | $859.9M | 9.3M | $859.2M | 9.1M | +176,928+1.94% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.24% | 1.04% | $800.8M | 1.1M | $630.0M | 968,768 | +103,609+10.69% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.24% | 1.16% | $798.5M | 2.2M | $708.7M | 2.2M | -51,232-2.32% | Reduce |
 ALPHABET INCGOOGL |
| 1.1% | 0.98% | $711.1M | 2.0M | $594.8M | 2.1M | -78,645-3.80% | Reduce |
 BROADCOM INCAVGO |
| 1.06% | 1.23% | $684.5M | 1.8M | $750.7M | 2.4M | -613,308-25.29% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 1.03% | 0.93% | $666.3M | 7.4M | $562.9M | 7.0M | +336,475+4.79% | Add |
 ASML HLDG NVASML |
| 0.96% | 0.72% | $621.7M | 312,480 | $436.6M | 330,565 | -18,085-5.47% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.86% | 0.81% | $552.4M | 1.9M | $492.7M | 5.0M | -3.1M-62.72% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.81% | 0.83% | $522.1M | 2.9M | $506.8M | 120,372 | +2.8M+2,333.47% | Add |
 EQUIFAX INCEFX |
| 0.81% | 1.08% | $521.9M | 3.3M | $657.0M | 3.6M | -360,835-9.89% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.78% | 0.91% | $500.7M | 2.6M | $554.9M | 2.9M | -298,149-10.19% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.8% | $493.9M | 987,024 | $485.2M | 1.0M | -25,488-2.52% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.75% | 0.5% | $483.7M | 2.2M | $307.2M | 1.5M | +664,472+42.88% | Add |
| KKKR & CO INC COMKKR |
| 0.72% | 0.92% | $463.2M | 5.0M | $558.1M | 6.0M | -986,008-16.34% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.7% | 0.84% | $452.7M | 1.9M | $509.3M | 2.2M | -275,846-12.63% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.7% | 0.74% | $448.8M | 977,422 | $452.0M | 932,151 | +45,271+4.86% | Add |
 AUTOZONE INCAZO |
| 0.68% | 0.69% | $436.2M | 136,481 | $419.5M | 124,201 | +12,280+9.89% | Add |
| AADVISORS INNER CIRCLE FD IIIBASG |
| 0.67% | 0.64% | $435.4M | 16.3M | $387.3M | 17.0M | -701,026-4.11% | Reduce |
 META PLATFORMS INCMETA |
| 0.67% | 0.81% | $432.4M | 767,623 | $495.9M | 866,719 | -99,096-11.43% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.66% | 0.96% | $423.4M | 1.1M | $585.0M | 1.3M | -204,305-16.10% | Reduce |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 0.64% | 0.58% | $414.5M | 12.9M | $353.1M | 11.6M | +1.3M+11.00% | Add |
 CARRIER GLOBALCARR |
| 0.64% | 0.75% | $410.8M | 5.6M | $455.8M | 8.1M | -2.5M-30.81% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.62% | 0.59% | $401.7M | 1.2M | $358.9M | 1.2M | +7,143+0.59% | Add |
| AADVISORS INNER CIRCLE FD IIIBASV |
| 0.6% | 0.52% | $389.5M | 12.6M | $318.5M | 11.8M | +821,984+6.95% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.6% | 0.55% | $386.0M | 1.1M | $336.1M | 1.3M | -265,568-19.81% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.59% | 0.68% | $381.7M | 224,874 | $415.0M | 240,019 | -15,145-6.31% | Reduce |
 PALO ALTOPANW |
| 0.56% | 0.46% | $361.3M | 1.1M | $280.2M | 1.7M | -688,330-39.38% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.54% | 0.75% | $347.7M | 4.8M | $455.7M | 6.3M | -1.5M-23.93% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.52% | 0.41% | $334.9M | 1.3M | $246.6M | 1.6M | -319,063-19.52% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.52% | 0.44% | $333.9M | 486,164 | $270.2M | 452,121 | +34,043+7.53% | Add |
 ARISTA NETWORKS INCANET |
| 0.48% | <0.01% | $312.5M | 1.8M | $2.9M | 23,297 | +1.8M+7,796.30% | Add |
 DATADOG INCDDOG |
| 0.48% | 0.54% | $312.2M | 1.2M | $331.4M | 2.8M | -1.6M-57.29% | Reduce |
 CINTAS CORP COMCTAS |
| 0.47% | 0.53% | $305.2M | 1.8M | $320.5M | 1.9M | -100,645-5.31% | Reduce |
| HHDFC BANK LTDHDB |
| 0.45% | 0.39% | $291.8M | 11.3M | $238.0M | 9.6M | +1.7M+18.11% | Add |
 UNITED RENTALS INCURI |
| 0.45% | 0.32% | $290.3M | 256,288 | $194.4M | 266,803 | -10,515-3.94% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.45% | 0.32% | $288.2M | 693,381 | $195.2M | 721,553 | -28,172-3.90% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.44% | 0.55% | $283.1M | 754,241 | $332.7M | 1.2M | -442,942-37.00% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.44% | 0.56% | $282.4M | 1.2M | $342.3M | 1.6M | -350,409-22.17% | Reduce |
