 APPLE INCAAPL |
| 5.73% | 5.87% | $43.4M | 149,990 | $39.0M | 153,740 | -3,750-2.44% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.3% | 4.88% | $40.1M | 200,504 | $32.4M | 185,979 | +14,525+7.81% | Add |
 MICROSOFT CORPMSFT |
| 4.56% | 5.24% | $34.6M | 92,642 | $34.8M | 94,002 | -1,360-1.45% | Reduce |
 ALPHABET INCGOOGL |
| 4.56% | 4.6% | $34.5M | 96,598 | $30.6M | 106,312 | -9,714-9.14% | Reduce |
 AMAZON COM INCAMZN |
| 4.41% | 4.49% | $33.4M | 140,037 | $29.8M | 143,049 | -3,012-2.11% | Reduce |
 BROADCOM INCAVGO |
| 4.09% | 3.92% | $31.0M | 82,019 | $26.0M | 84,123 | -2,104-2.50% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.1% | 1.24% | $23.5M | 40,440 | $8.2M | 40,499 | -59-0.15% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.68% | 1.69% | $20.3M | 28,062 | $11.2M | 32,883 | -4,821-14.66% | Reduce |
 KLA CORPKLAC |
| 2.56% | 1.42% | $19.3M | 64,132 | $9.4M | 6,417 | +57,715+899.41% | Add |
 VISA INCV |
| 2.41% | 1.5% | $18.3M | 53,217 | $10.0M | 33,020 | +20,197+61.17% | Add |
 ELI LILLY & COLLY |
| 2.36% | 2.07% | $17.9M | 14,919 | $13.7M | 14,939 | -20-0.13% | Reduce |
 EXELIXIS INCEXEL |
| 2.35% | 1.88% | $17.8M | 327,301 | $12.5M | 291,830 | +35,471+12.15% | Add |
 INCYTE CORPINCY |
| 2.28% | 1.89% | $17.3M | 152,176 | $12.6M | 133,532 | +18,644+13.96% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.89% | 2.24% | $14.3M | 26,461 | $14.9M | 25,109 | +1,352+5.38% | Add |
 META PLATFORMS INCMETA |
| 1.77% | 2.5% | $13.4M | 23,816 | $16.6M | 28,967 | -5,151-17.78% | Reduce |
 KEURIG DR PEPPER INC COMKDP |
| 1.7% | 1.57% | $12.8M | 392,287 | $10.4M | 395,097 | -2,810-0.71% | Reduce |
 AUTOZONE INCAZO |
| 1.61% | 2% | $12.2M | 3,804 | $13.3M | 3,940 | -136-3.45% | Reduce |
 HEICO CORP NEWHEI |
| 1.47% | 0.78% | $11.2M | 31,354 | $5.2M | 18,893 | +12,461+65.96% | Add |
 AMPHENOL CORPAPH |
| 1.46% | 1.19% | $11.0M | 62,638 | $7.9M | 62,732 | -94-0.15% | Reduce |
 FORTINET INCFTNT |
| 1.39% | 1.64% | $10.5M | 68,572 | $10.9M | 133,479 | -64,907-48.63% | Reduce |
 VERISIGN INCVRSN |
| 1.38% | 1.56% | $10.5M | 41,612 | $10.3M | 41,659 | -47-0.11% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 1.34% | 1.77% | $10.1M | 41,806 | $11.7M | 41,731 | +75+0.18% | Add |
 UNION PAC CORPUNP |
| 1.34% | 1.37% | $10.1M | 37,199 | $9.1M | 37,553 | -354-0.94% | Reduce |
 CASEYS GEN STORES INCCASY |
| 1.33% | — | $10.1M | 12,685 | $0 | 0 | +12,685 | New Buy |
 AMETEK INC COMAME |
| 1.26% | 1.27% | $9.5M | 39,470 | $8.4M | 39,409 | +61+0.15% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.26% | 1.07% | $9.5M | 25,359 | $7.1M | 25,520 | -161-0.63% | Reduce |
 CME GROUP INCCME |
| 1.19% | 1.82% | $9.0M | 40,927 | $12.1M | 40,909 | +18+0.04% | Add |
 ARISTA NETWORKS INCANET |
| 1.15% | 0.95% | $8.7M | 51,062 | $6.3M | 51,140 | -78-0.15% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.11% | 0.91% | $8.4M | 44,273 | $6.0M | 31,752 | +12,521+39.43% | Add |
| QQUALCOMM INCQCOM |
| 1.1% | 1.07% | $8.4M | 45,247 | $7.1M | 55,428 | -10,181-18.37% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.01% | 1.15% | $7.6M | 52,149 | $7.6M | 52,837 | -688-1.30% | Reduce |
 HOME DEPOT INCHD |
| 0.98% | 0.21% | $7.4M | 21,096 | $1.4M | 4,328 | +16,768+387.43% | Add |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.9% | $7.2M | 20,446 | $6.0M | 20,907 | -461-2.21% | Reduce |
 DISNEY WALT CODIS |
| 0.87% | 0.18% | $6.6M | 68,833 | $1.2M | 12,271 | +56,562+460.94% | Add |
 HUBBELL INCHUBB |
| 0.85% | — | $6.4M | 12,293 | $0 | 0 | +12,293 | New Buy |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.84% | 0.75% | $6.4M | 76,161 | $5.0M | 65,953 | +10,208+15.48% | Add |
 MCDONALDS CORPMCD |
| 0.83% | 1.1% | $6.3M | 23,205 | $7.3M | 23,471 | -266-1.13% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.8% | — | $6.0M | 19,197 | $0 | 0 | +19,197 | New Buy |
| SSCHWAB USSCHX |
| 0.77% | 0.76% | $5.8M | 197,359 | $5.0M | 195,687 | +1,672+0.85% | Add |
 EMERSON ELEC COEMR |
| 0.73% | — | $5.6M | 38,778 | $0 | 0 | +38,778 | New Buy |
 AUTODESK INCADSK |
| 0.72% | 1.01% | $5.5M | 28,132 | $6.7M | 28,046 | +86+0.31% | Add |
 TRANSDIGM GROUP INCTDG |
| 0.67% | 0.67% | $5.1M | 3,818 | $4.4M | 3,829 | -11-0.29% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.66% | 0.36% | $5.0M | 11,599 | $2.4M | 14,416 | -2,817-19.54% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.64% | 0.7% | $4.8M | 14,721 | $4.6M | 15,712 | -991-6.31% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.63% | 0.72% | $4.8M | 51,774 | $4.8M | 51,630 | +144+0.28% | Add |
| VVANGUARD MIDVO |
| 0.52% | 0.53% | $3.9M | 48,760 | $3.5M | 12,190 | +36,570+300.00% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.5% | 0.51% | $3.8M | 17,336 | $3.4M | 17,336 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.47% | 0.47% | $3.6M | 3,537 | $3.1M | 3,664 | -127-3.47% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.47% | 0.16% | $3.5M | 3,053 | $1.1M | 3,204 | -151-4.71% | Reduce |
 CISCO SYS INCCSCO |
| 0.46% | 0.38% | $3.5M | 29,888 | $2.5M | 32,465 | -2,577-7.94% | Reduce |
