 NVIDIA CORPORATIONNVDA |
| 3.79% | 3.75% | $27.8M | 138,995 | $23.8M | 136,385 | +2,610+1.91% | Add |
 PALO ALTOPANW |
| 3.74% | 2.14% | $27.5M | 80,533 | $13.6M | 84,546 | -4,013-4.75% | Reduce |
 APPLE INCAAPL |
| 3.39% | 3.47% | $24.9M | 86,015 | $22.0M | 86,876 | -861-0.99% | Reduce |
 MICROSOFT CORPMSFT |
| 2.96% | 3.34% | $21.7M | 58,178 | $21.2M | 57,256 | +922+1.61% | Add |
 BROADCOM INCAVGO |
| 2.93% | 2.83% | $21.5M | 56,951 | $17.9M | 57,940 | -989-1.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.64% | 2.76% | $19.4M | 59,236 | $17.5M | 59,557 | -321-0.54% | Reduce |
 AMAZON COM INCAMZN |
| 2.64% | 2.61% | $19.4M | 81,327 | $16.6M | 79,642 | +1,685+2.12% | Add |
 ONEOK INC NEWOKE |
| 2.42% | 2.92% | $17.8M | 204,610 | $18.5M | 204,984 | -374-0.18% | Reduce |
| QQUALCOMM INCQCOM |
| 2.32% | 2.05% | $17.0M | 92,200 | $13.0M | 100,982 | -8,782-8.70% | Reduce |
 ALPHABET INCGOOGL |
| 2.12% | 2.07% | $15.6M | 43,607 | $13.1M | 45,600 | -1,993-4.37% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.09% | 2.56% | $15.4M | 174,989 | $16.2M | 174,906 | +83+0.05% | Add |
 FIRST SOLAR INC COMFSLR |
| 2.02% | 1.97% | $14.8M | 62,790 | $12.5M | 63,292 | -502-0.79% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.98% | 0.89% | $14.6M | 48,888 | $5.6M | 56,859 | -7,971-14.02% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.88% | 1% | $13.8M | 23,759 | $6.3M | 31,138 | -7,379-23.70% | Reduce |
 US BANCORPUSB |
| 1.84% | 1.83% | $13.5M | 223,299 | $11.6M | 223,650 | -351-0.16% | Reduce |
 CUMMINS INCCMI |
| 1.77% | 1.64% | $13.0M | 18,235 | $10.4M | 19,353 | -1,118-5.78% | Reduce |
 UNITED RENTALS INCURI |
| 1.74% | 1.26% | $12.8M | 11,268 | $8.0M | 11,013 | +255+2.32% | Add |
 APPLIED MATLS INCAMAT |
| 1.72% | 1.04% | $12.6M | 17,438 | $6.6M | 19,257 | -1,819-9.45% | Reduce |
 QUANTA SVCS INCPWR |
| 1.69% | 1.66% | $12.4M | 17,252 | $10.5M | 19,184 | -1,932-10.07% | Reduce |
 LOWES COS INC COMLOW |
| 1.67% | 2.03% | $12.3M | 55,726 | $12.9M | 54,553 | +1,173+2.15% | Add |
 KLA CORPKLAC |
| 1.64% | 0.93% | $12.1M | 40,000 | $5.9M | 4,000 | +36,000+900.00% | Add |
 IQVIA HLDGS INCIQV |
| 1.55% | 1.4% | $11.4M | 59,043 | $8.9M | 51,922 | +7,121+13.71% | Add |
| AAlphabet Inc Class CGOOG |
| 1.55% | 1.51% | $11.4M | 32,233 | $9.6M | 33,492 | -1,259-3.76% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.48% | 1.32% | $10.9M | 38,650 | $8.4M | 34,693 | +3,957+11.41% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.41% | 1.75% | $10.4M | 11,067 | $11.1M | 11,177 | -110-0.98% | Reduce |
 ECOLAB INCECL |
| 1.39% | 1.38% | $10.2M | 36,478 | $8.8M | 32,924 | +3,554+10.79% | Add |
 PRUDENTIAL FINL INCPRU |
| 1.33% | 1.32% | $9.7M | 90,299 | $8.4M | 85,685 | +4,614+5.38% | Add |
 WILLIAMS SONOMA INCWSM |
| 1.31% | 1.17% | $9.6M | 41,393 | $7.4M | 40,816 | +577+1.41% | Add |
 JACOBS SOLUTIONS INCJ |
| 1.29% | 1.36% | $9.5M | 75,087 | $8.6M | 67,647 | +7,440+11.00% | Add |
 BLACKSTONE INCBX |
| 1.21% | 1.21% | $8.9M | 75,588 | $7.7M | 66,700 | +8,888+13.33% | Add |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 1.17% | 1.19% | $8.6M | 911,796 | $7.6M | 895,489 | +16,307+1.82% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSJS |
| 1.16% | 1.31% | $8.5M | 390,757 | $8.3M | 384,000 | +6,757+1.76% | Add |
 EATON CORP PLCETN |
| 1.14% | 1.13% | $8.3M | 19,589 | $7.2M | 20,009 | -420-2.10% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.12% | 1.32% | $8.2M | 90,251 | $8.4M | 81,738 | +8,513+10.41% | Add |
| IISHARES TRIVV |
| 1.11% | 1.14% | $8.1M | 10,876 | $7.3M | 11,114 | -238-2.14% | Reduce |
| IINVESCO EXCH TRD SLF IDX FDBSJR |
| 1.09% | 1.27% | $8.0M | 358,973 | $8.1M | 360,230 | -1,257-0.35% | Reduce |
| IINVESCO EXCH TRD SLF IDX FDBSJT |
| 1.09% | 1.21% | $8.0M | 378,154 | $7.7M | 366,124 | +12,030+3.29% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCS |
| 1.05% | 1.1% | $7.7M | 378,645 | $7.0M | 340,798 | +37,847+11.11% | Add |
 DANAHER CORP DEL COMDHR |
| 1% | 1.08% | $7.4M | 38,721 | $6.8M | 36,120 | +2,601+7.20% | Add |
 ELI LILLY & COLLY |
| 0.98% | 0.84% | $7.2M | 5,971 | $5.4M | 5,827 | +144+2.47% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSJU |
| 0.97% | 1.01% | $7.1M | 274,568 | $6.4M | 250,489 | +24,079+9.61% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.94% | 1.29% | $6.9M | 23,782 | $8.2M | 23,672 | +110+0.46% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.92% | 1.02% | $6.8M | 26,617 | $6.5M | 26,557 | +60+0.23% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCR |
| 0.9% | 0.96% | $6.6M | 337,330 | $6.1M | 311,240 | +26,090+8.38% | Add |
| IINVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.87% | 0.95% | $6.4M | 344,227 | $6.1M | 324,359 | +19,868+6.13% | Add |
 CISCO SYS INCCSCO |
| 0.86% | 0.72% | $6.3M | 53,581 | $4.6M | 58,877 | -5,296-9.00% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.86% | 0.83% | $6.3M | 87,107 | $5.3M | 73,388 | +13,719+18.69% | Add |
 HA SUSTAINABLE INFRA REIHASI |
| 0.82% | 0.92% | $6.0M | 154,759 | $5.8M | 158,637 | -3,878-2.44% | Reduce |
 DONALDSON INCDCI |
| 0.79% | 0.88% | $5.8M | 64,958 | $5.6M | 65,783 | -825-1.25% | Reduce |
 XYLEM INCXYL |
| 0.79% | 0.81% | $5.8M | 48,837 | $5.2M | 43,111 | +5,726+13.28% | Add |
