 AMAZON COM INCAMZN |
| 7.18% | 4.53% | $54.4M | 481,002 | $54.4M | 481,042 | -40-0.01% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 6.94% | 4.38% | $52.5M | 104,006 | $52.5M | 104,026 | -20-0.02% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 5.77% | 3.64% | $43.7M | 153,692 | $43.7M | 153,692 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.64% | 2.93% | $35.2M | 367,519 | $35.2M | 367,919 | -400-0.11% | Reduce |
| EEPAM SYS INCEPAM |
| 4.33% | 2.74% | $32.8M | 90,580 | $32.8M | 90,580 | 00.00% | Unchanged |
| FFIVE BELOW INCFIVE |
| 4.02% | 2.54% | $30.4M | 221,087 | $30.4M | 221,127 | -40-0.02% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 3.1% | 1.96% | $23.5M | 270,055 | $23.5M | 270,115 | -60-0.02% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 3.07% | 1.94% | $23.3M | 281,595 | $23.3M | 281,700 | -105-0.04% | Reduce |
| PPAYCOM SOFTWARE INCPAYC |
| 2.8% | 1.77% | $21.2M | 64,199 | $21.2M | 64,199 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.56% | 1.62% | $19.4M | 201,984 | $19.5M | 202,384 | -400-0.20% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 2.53% | 1.59% | $19.1M | 102,025 | $19.1M | 102,025 | 00.00% | Unchanged |
 PAYPAL HLDGS INC COMPYPL |
| 2.4% | 1.52% | $18.2M | 211,245 | $18.2M | 211,395 | -150-0.07% | Reduce |
 SALESFORCE INCCRM |
| 2.35% | 1.49% | $17.8M | 123,944 | $17.8M | 123,944 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 2.09% | 1.32% | $15.8M | 57,294 | $15.8M | 57,323 | -29-0.05% | Reduce |
 TREX INCTREX |
| 1.86% | 1.17% | $14.1M | 320,313 | $14.1M | 320,513 | -200-0.06% | Reduce |
 ABBVIE INCABBV |
| 1.86% | 1.18% | $14.1M | 104,727 | $14.1M | 105,285 | -558-0.53% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.85% | 1.17% | $14.0M | 81,829 | $14.0M | 81,829 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.77% | 1.12% | $13.4M | 48,713 | $13.4M | 48,713 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.66% | 1.05% | $12.6M | 198,772 | $12.6M | 198,772 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.65% | 1.04% | $12.5M | 91,915 | $12.5M | 91,940 | -25-0.03% | Reduce |
 VISA INCV |
| 1.53% | 0.97% | $11.6M | 65,289 | $11.6M | 65,289 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 1.53% | 0.97% | $11.6M | 29,950 | $11.6M | 30,093 | -143-0.48% | Reduce |
 SOUTHERN COSO |
| 1.38% | 0.88% | $10.4M | 153,657 | $10.5M | 154,385 | -728-0.47% | Reduce |
 PFIZER INCPFE |
| 1.36% | 0.86% | $10.3M | 235,207 | $10.3M | 236,092 | -885-0.37% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.34% | 0.84% | $10.1M | 334,946 | $10.1M | 335,386 | -440-0.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.25% | 0.79% | $9.5M | 90,885 | $9.5M | 90,885 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.14% | 0.72% | $8.7M | 24,259 | $8.7M | 24,259 | 00.00% | Unchanged |
 CROWN CASTLE INC COMCCI |
| 1.13% | 0.71% | $8.5M | 58,947 | $8.6M | 59,216 | -269-0.45% | Reduce |
| VVANGUARD FTSEVEA |
| 1% | 0.63% | $7.6M | 209,262 | $7.6M | 209,262 | 00.00% | Unchanged |
 GENERAC HLDGS INCGNRC |
| 0.97% | 1.08% | $7.4M | 72,906 | $13.0M | 72,906 | 00.00% | Unchanged |
| VVANGUARD MIDVO |
| 0.9% | 0.57% | $6.8M | 36,084 | $6.8M | 36,084 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.87% | 0.56% | $6.6M | 165,434 | $6.7M | 166,724 | -1,290-0.77% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.87% | 0.55% | $6.6M | 82,532 | $6.6M | 82,532 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.77% | 0.49% | $5.8M | 66,878 | $5.8M | 66,878 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.65% | 0.41% | $4.9M | 169,393 | $4.9M | 170,488 | -1,095-0.64% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 0.64% | 0.41% | $4.9M | 293,094 | $4.9M | 293,094 | 00.00% | Unchanged |
 DIGITAL RLTY TR INC COMDLR |
| 0.64% | 0.4% | $4.8M | 48,659 | $4.8M | 48,834 | -175-0.36% | Reduce |
| IISHARES TRIVV |
| 0.63% | 0.4% | $4.8M | 13,336 | $4.8M | 13,336 | 00.00% | Unchanged |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.62% | 0.39% | $4.7M | 10,361 | $4.7M | 10,361 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.61% | 0.39% | $4.6M | 38,862 | $4.6M | 39,109 | -247-0.63% | Reduce |
| VVANGUARD FSTEVWO |
| 0.59% | 0.38% | $4.5M | 123,434 | $4.5M | 123,434 | 00.00% | Unchanged |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.57% | 0.36% | $4.4M | 93,582 | $4.4M | 93,681 | -99-0.11% | Reduce |
| IISHARES TRAGG |
| 0.57% | 0.36% | $4.3M | 44,887 | $4.3M | 44,887 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.53% | 0.33% | $4.0M | 22,075 | $4.0M | 22,095 | -20-0.09% | Reduce |
 ELI LILLY & COLLY |
| 0.4% | 0.26% | $3.0M | 9,429 | $3.1M | 9,694 | -265-2.73% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.35% | 0.22% | $2.6M | 32,315 | $2.6M | 32,315 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 0.31% | 0.19% | $2.3M | 8,992 | $2.3M | 8,992 | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 0.3% | 0.19% | $2.3M | 13,787 | $2.3M | 13,787 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.27% | 0.17% | $2.1M | 15,956 | $2.1M | 15,956 | 00.00% | Unchanged |
| IISHARES GLOBAL ENERGY ETFIXC |
| 0.27% | 0.17% | $2.1M | 61,699 | $2.1M | 61,699 | 00.00% | Unchanged |
