 NVIDIA CORPORATIONNVDA |
| 0.99% | 0.98% | $56.3M | 281,257 | $48.6M | 278,430 | +2,827+1.02% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.84% | 0.61% | $47.7M | 82,041 | $30.2M | 148,582 | -66,541-44.78% | Reduce |
 BROADCOM INCAVGO |
| 0.83% | 0.77% | $47.1M | 124,625 | $38.2M | 123,447 | +1,178+0.95% | Add |
 APPLE INCAAPL |
| 0.83% | 0.82% | $46.9M | 162,252 | $40.5M | 159,748 | +2,504+1.57% | Add |
| VVIASAT INCVSAT |
| 0.79% | 0.61% | $44.9M | 499,710 | $30.2M | 660,210 | -160,500-24.31% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.73% | 0.73% | $41.4M | 126,582 | $36.3M | 123,393 | +3,189+2.58% | Add |
| VVICTORIAS SECRETVSXY |
| 0.72% | 0.48% | $40.7M | 487,974 | $23.9M | 515,751 | -27,777-5.39% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.69% | 0.49% | $39.0M | 93,783 | $24.4M | 90,069 | +3,714+4.12% | Add |
 CISCO SYS INCCSCO |
| 0.66% | 0.49% | $37.5M | 319,374 | $24.5M | 315,146 | +4,228+1.34% | Add |
 MICROSOFT CORPMSFT |
| 0.64% | 0.69% | $36.3M | 97,208 | $34.1M | 92,223 | +4,985+5.41% | Add |
 ENOVA INTL INCENVA |
| 0.62% | 0.44% | $35.5M | 147,627 | $22.1M | 162,349 | -14,722-9.07% | Reduce |
 ALPHABET INCGOOGL |
| 0.61% | 0.56% | $34.8M | 97,432 | $28.0M | 97,405 | +27+0.03% | Add |
 ELI LILLY & COLLY |
| 0.58% | 0.54% | $33.1M | 27,591 | $26.8M | 29,157 | -1,566-5.37% | Reduce |
 BREAD FINANCIAL HOLDINGS INCBFH |
| 0.58% | 0.5% | $32.9M | 303,386 | $24.7M | 330,475 | -27,089-8.20% | Reduce |
 AMAZON COM INCAMZN |
| 0.58% | 0.58% | $32.7M | 137,342 | $28.9M | 138,789 | -1,447-1.04% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 0.57% | 0.6% | $32.3M | 186,713 | $30.0M | 255,219 | -68,506-26.84% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.55% | 0.59% | $31.3M | 123,193 | $29.4M | 120,474 | +2,719+2.26% | Add |
 META PLATFORMS INCMETA |
| 0.54% | 0.49% | $30.5M | 54,156 | $24.5M | 42,833 | +11,323+26.44% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.54% | $29.8M | 31,808 | $26.7M | 26,842 | +4,966+18.50% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.52% | 0.54% | $29.6M | 253,492 | $27.1M | 184,996 | +68,496+37.03% | Add |
| BBENCHMARK ELECTRS INCBHE |
| 0.5% | 0.31% | $28.7M | 290,881 | $15.5M | 276,657 | +14,224+5.14% | Add |
| CCALLAWAY GOLF COCALY |
| 0.5% | 0.38% | $28.2M | 1.5M | $19.1M | 1.4M | +121,534+8.81% | Add |
| IINTERNATIONAL SEAWAYS INC COM NPVINSW |
| 0.49% | 0.61% | $28.1M | 366,872 | $30.2M | 414,555 | -47,683-11.50% | Reduce |
 TUTOR PERINI CORPTPC |
| 0.49% | 0.52% | $27.8M | 335,096 | $25.8M | 334,075 | +1,021+0.31% | Add |
| BBANK OF AMER CORPBAC |
| 0.49% | 0.49% | $27.7M | 486,602 | $24.5M | 502,396 | -15,794-3.14% | Reduce |
 TESLA INCTSLA |
| 0.49% | 0.49% | $27.7M | 65,792 | $24.4M | 65,759 | +33+0.05% | Add |
 RTX CORPORATIONRTX |
| 0.49% | 0.49% | $27.7M | 145,837 | $24.4M | 126,746 | +19,091+15.06% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.49% | 0.49% | $27.6M | 53,807 | $24.5M | 48,951 | +4,856+9.92% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.49% | 0.49% | $27.6M | 55,216 | $24.4M | 50,885 | +4,331+8.51% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.49% | 0.49% | $27.6M | 98,219 | $24.4M | 100,842 | -2,623-2.60% | Reduce |
 MCDONALDS CORPMCD |
| 0.49% | 0.49% | $27.6M | 102,142 | $24.4M | 78,583 | +23,559+29.98% | Add |
 COCA COLA COKO |
| 0.49% | 0.49% | $27.6M | 339,617 | $24.4M | 321,443 | +18,174+5.65% | Add |
 EXXON MOBIL CORPXOM |
| 0.49% | 0.71% | $27.6M | 201,848 | $35.4M | 208,698 | -6,850-3.28% | Reduce |
 MERCK & CO INCMRK |
| 0.49% | 0.54% | $27.6M | 214,753 | $27.1M | 225,105 | -10,352-4.60% | Reduce |
 VISA INCV |
| 0.48% | 0.49% | $27.6M | 80,425 | $24.5M | 81,172 | -747-0.92% | Reduce |
 ORACLE CORPORCL |
| 0.48% | 0.49% | $27.6M | 188,272 | $24.6M | 166,982 | +21,290+12.75% | Add |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.49% | $27.6M | 188,147 | $24.5M | 169,643 | +18,504+10.91% | Add |
 WALMART INCWMT |
| 0.48% | 0.49% | $27.6M | 243,551 | $24.4M | 196,327 | +47,224+24.05% | Add |
 ABBVIE INCABBV |
| 0.48% | 0.49% | $27.6M | 109,543 | $24.4M | 112,076 | -2,533-2.26% | Reduce |
 HOME DEPOT INCHD |
| 0.48% | 0.49% | $27.6M | 78,138 | $24.4M | 74,195 | +3,943+5.31% | Add |
 DISNEY WALT CODIS |
| 0.48% | 0.49% | $27.5M | 286,195 | $24.4M | 253,615 | +32,580+12.85% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.48% | 0.62% | $27.5M | 649,994 | $30.7M | 611,599 | +38,395+6.28% | Add |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.68% | $27.5M | 165,824 | $33.9M | 163,851 | +1,973+1.20% | Add |
 NETFLIX INCNFLX |
| 0.48% | 0.49% | $27.5M | 384,611 | $24.5M | 254,349 | +130,262+51.21% | Add |
 WELLS FARGO CO NEWWFC |
| 0.48% | 0.49% | $27.4M | 331,112 | $24.5M | 307,848 | +23,264+7.56% | Add |
 1ST FINL BANCORPFFBC |
| 0.48% | 0.44% | $27.3M | 807,189 | $21.7M | 778,400 | +28,789+3.70% | Add |
 NETSCOUT SYS INCNTCT |
| 0.47% | 0.41% | $26.7M | 613,489 | $20.2M | 634,039 | -20,550-3.24% | Reduce |
 PHINIA INC COMMON STOCKPHIN |
| 0.47% | 0.46% | $26.5M | 322,014 | $22.8M | 333,697 | -11,683-3.50% | Reduce |
 BANKUNITED INCBKU |
| 0.46% | 0.45% | $26.1M | 539,660 | $22.4M | 496,409 | +43,251+8.71% | Add |
 SIGNET JEWELERS LIMITEDSIG |
| 0.44% | 0.47% | $24.8M | 287,714 | $23.4M | 275,889 | +11,825+4.29% | Add |
