 APPLE INCAAPL |
| 5.36% | 5.73% | $144.0M | 497,666 | $131.6M | 518,682 | -21,016-4.05% | Reduce |
 KLA CORPKLAC |
| 4.12% | 2.7% | $110.7M | 367,009 | $62.1M | 42,169 | +324,840+770.33% | Add |
 BROADCOM INCAVGO |
| 3.74% | 3.84% | $100.6M | 266,325 | $88.2M | 284,808 | -18,483-6.49% | Reduce |
 AMPHENOL CORPAPH |
| 3.39% | 2.81% | $91.1M | 516,428 | $64.5M | 510,538 | +5,890+1.15% | Add |
| AADVISORS SER TRLCLG |
| 2.95% | 2.79% | $79.3M | 1.0M | $64.1M | 1.1M | -40,983-3.77% | Reduce |
 AMAZON COM INCAMZN |
| 2.89% | 2.97% | $77.8M | 326,431 | $68.2M | 327,286 | -855-0.26% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.76% | 1.08% | $74.1M | 64,201 | $24.9M | 73,560 | -9,359-12.72% | Reduce |
| FFLEX LTDFLEX |
| 2.64% | 1.32% | $70.9M | 437,606 | $30.4M | 464,727 | -27,121-5.84% | Reduce |
 MICROSOFT CORPMSFT |
| 2.2% | 2.62% | $59.2M | 158,796 | $60.1M | 162,280 | -3,484-2.15% | Reduce |
 ALPHABET INCGOOGL |
| 1.71% | 1.62% | $46.0M | 128,684 | $37.3M | 129,644 | -960-0.74% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.7% | 1.94% | $45.6M | 88,750 | $44.6M | 89,352 | -602-0.67% | Reduce |
 META PLATFORMS INCMETA |
| 1.63% | 1.94% | $43.8M | 77,730 | $44.6M | 77,873 | -143-0.18% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.62% | 1.64% | $43.5M | 122,980 | $37.7M | 131,588 | -8,608-6.54% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.58% | 1.43% | $42.4M | 82,390 | $32.9M | 82,630 | -240-0.29% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 1.44% | 1.33% | $38.7M | 166,130 | $30.5M | 167,401 | -1,271-0.76% | Reduce |
 UNITED RENTALS INCURI |
| 1.4% | 1.06% | $37.6M | 33,178 | $24.2M | 33,264 | -86-0.26% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.37% | 0.78% | $36.9M | 43,996 | $18.0M | 44,172 | -176-0.40% | Reduce |
 ELI LILLY & COLLY |
| 1.24% | 1.12% | $33.3M | 27,791 | $25.6M | 27,877 | -86-0.31% | Reduce |
 NETFLIX INCNFLX |
| 1.24% | 1.96% | $33.2M | 465,359 | $45.0M | 468,009 | -2,650-0.57% | Reduce |
| FFASTENAL CO COMFAST |
| 1.23% | 1.4% | $33.2M | 690,321 | $32.1M | 692,045 | -1,724-0.25% | Reduce |
| DDICKS SPORTING GOODS INCDKS |
| 1.22% | 1.26% | $32.9M | 145,082 | $28.9M | 145,665 | -583-0.40% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.06% | 0.9% | $28.6M | 168,087 | $20.7M | 168,547 | -460-0.27% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.89% | 0.97% | $23.9M | 69,503 | $22.4M | 69,724 | -221-0.32% | Reduce |
 CINTAS CORP COMCTAS |
| 0.86% | 1% | $23.0M | 135,147 | $22.9M | 135,395 | -248-0.18% | Reduce |
 CATERPILLAR INCCAT |
| 0.85% | 0.67% | $23.0M | 21,573 | $15.3M | 21,573 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.9% | $22.6M | 69,053 | $20.7M | 70,512 | -1,459-2.07% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.79% | 0.92% | $21.2M | 16,623 | $21.0M | 16,676 | -53-0.32% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.75% | 1.11% | $20.2M | 121,636 | $25.6M | 123,783 | -2,147-1.73% | Reduce |
 BURLINGTON STORES INC COMBURL |
| 0.74% | 0.9% | $20.0M | 63,001 | $20.6M | 63,183 | -182-0.29% | Reduce |
 MERCK & CO INCMRK |
| 0.74% | 0.81% | $20.0M | 155,292 | $18.7M | 155,227 | +65+0.04% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.74% | 0.78% | $19.8M | 91,488 | $17.9M | 91,807 | -319-0.35% | Reduce |
 ABBVIE INCABBV |
| 0.72% | 0.74% | $19.4M | 77,182 | $17.1M | 78,596 | -1,414-1.80% | Reduce |
 SHELL PLCSHEL |
| 0.7% | 0.95% | $18.9M | 243,454 | $21.7M | 233,601 | +9,853+4.22% | Add |
 LINCOLN ELEC HLDGS INCLECO |
| 0.68% | 0.75% | $18.3M | 68,748 | $17.2M | 68,978 | -230-0.33% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.67% | 0.69% | $18.1M | 90,432 | $15.9M | 91,288 | -856-0.94% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.66% | 0.67% | $17.8M | 63,209 | $15.3M | 63,189 | +20+0.03% | Add |
 HOME DEPOT INCHD |
| 0.62% | 0.64% | $16.8M | 47,579 | $14.7M | 44,833 | +2,746+6.12% | Add |
 CISCO SYS INCCSCO |
| 0.61% | 0.49% | $16.4M | 140,038 | $11.4M | 146,311 | -6,273-4.29% | Reduce |
 EATON CORP PLCETN |
| 0.61% | 0.5% | $16.3M | 38,314 | $11.4M | 31,951 | +6,363+19.91% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.59% | 0.67% | $15.9M | 62,551 | $15.5M | 63,411 | -860-1.36% | Reduce |
 STARBUCKS CORPSBUX |
| 0.59% | 0.61% | $15.9M | 155,278 | $13.9M | 155,700 | -422-0.27% | Reduce |
 CELESTICA INCCLS |
| 0.58% | 0.5% | $15.7M | 42,957 | $11.5M | 40,933 | +2,024+4.94% | Add |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 0.58% | 0.58% | $15.5M | 80,238 | $13.3M | 80,491 | -253-0.31% | Reduce |
 HUBBELL INCHUBB |
| 0.57% | 0.63% | $15.3M | 29,331 | $14.5M | 29,473 | -142-0.48% | Reduce |
| LLITHIA MTRS INCLAD |
| 0.56% | 0.57% | $15.2M | 52,183 | $13.1M | 52,304 | -121-0.23% | Reduce |
 WATERS CORPWAT |
| 0.55% | 0.51% | $14.7M | 39,120 | $11.7M | 39,199 | -79-0.20% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.54% | 0.56% | $14.6M | 39,314 | $12.9M | 39,508 | -194-0.49% | Reduce |
 UBIQUITI INCUI |
| 0.52% | 0.9% | $14.0M | 26,153 | $20.8M | 26,265 | -112-0.43% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.51% | 0.6% | $13.8M | 94,401 | $13.7M | 95,032 | -631-0.66% | Reduce |
 NORDSON CORPNDSN |
| 0.51% | 0.53% | $13.8M | 45,633 | $12.2M | 45,714 | -81-0.18% | Reduce |
