 KLA CORPKLAC |
| 4.17% | 2.47% | $23.6M | 78,226 | $12.0M | 8,178 | +70,048+856.54% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.52% | 2.86% | $19.9M | 41,758 | $14.0M | 41,355 | +403+0.97% | Add |
 UBS GROUP AGUBS |
| 2.42% | 2.33% | $13.7M | 276,622 | $11.4M | 290,546 | -13,924-4.79% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.38% | 2.32% | $13.5M | 38,104 | $11.3M | 39,534 | -1,430-3.62% | Reduce |
 CISCO SYS INCCSCO |
| 2.35% | 1.84% | $13.3M | 113,244 | $9.0M | 115,848 | -2,604-2.25% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.24% | 2.35% | $12.7M | 38,707 | $11.5M | 38,935 | -228-0.59% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.15% | 2.13% | $12.2M | 12,041 | $10.4M | 12,310 | -269-2.19% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 2.13% | 2.16% | $12.1M | 44,935 | $10.5M | 45,766 | -831-1.82% | Reduce |
 RTX CORPORATIONRTX |
| 2.02% | 2.39% | $11.4M | 60,256 | $11.6M | 60,354 | -98-0.16% | Reduce |
 ASML HLDG NVASML |
| 1.97% | <0.01% | $11.2M | 5,614 | $11,887 | 9 | +5,605+62,277.78% | Add |
 AMPHENOL CORPAPH |
| 1.97% | 0.22% | $11.2M | 63,305 | $1.1M | 8,357 | +54,948+657.51% | Add |
| AAPA CORPORATIONAPA |
| 1.96% | 3.01% | $11.1M | 340,156 | $14.7M | 346,524 | -6,368-1.84% | Reduce |
 APPLE INCAAPL |
| 1.94% | 2% | $11.0M | 37,980 | $9.8M | 38,422 | -442-1.15% | Reduce |
 BARCLAYS PLCBCS |
| 1.88% | 1.75% | $10.7M | 396,837 | $8.5M | 403,705 | -6,868-1.70% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.86% | 1.89% | $10.5M | 52,559 | $9.2M | 52,853 | -294-0.56% | Reduce |
 TESLA INCTSLA |
| 1.83% | 1.88% | $10.3M | 24,592 | $9.2M | 24,665 | -73-0.30% | Reduce |
 GE AEROSPACEGE |
| 1.82% | 1.62% | $10.3M | 27,584 | $7.9M | 27,837 | -253-0.91% | Reduce |
 TARGET CORP COMTGT |
| 1.75% | 1.9% | $9.9M | 75,991 | $9.3M | 76,407 | -416-0.54% | Reduce |
 TEREX CORP NEWTEX |
| 1.75% | 0.06% | $9.9M | 136,535 | $283,680 | 4,800 | +131,735+2,744.48% | Add |
 MERCK & CO INCMRK |
| 1.74% | 1.91% | $9.8M | 76,643 | $9.3M | 77,298 | -655-0.85% | Reduce |
 US FOODS HLDG CORPUSFD |
| 1.74% | 1.84% | $9.8M | 96,061 | $9.0M | 97,635 | -1,574-1.61% | Reduce |
 AMAZON COM INCAMZN |
| 1.73% | 1.78% | $9.8M | 41,083 | $8.7M | 41,810 | -727-1.74% | Reduce |
 BROADCOM INCAVGO |
| 1.71% | 1.64% | $9.7M | 25,586 | $8.0M | 25,889 | -303-1.17% | Reduce |
 EMCOR GROUP INCEME |
| 1.7% | 0.24% | $9.6M | 11,622 | $1.2M | 1,578 | +10,044+636.50% | Add |
 BIOGEN INCBIIB |
| 1.69% | 1.68% | $9.6M | 44,329 | $8.2M | 44,677 | -348-0.78% | Reduce |
| DDYCOM INDS INCDY |
| 1.6% | <0.01% | $9.0M | 17,890 | $15,247 | 45 | +17,845+39,655.56% | Add |
 AFLAC INC COMAFL |
| 1.59% | 1.76% | $9.0M | 76,776 | $8.6M | 78,093 | -1,317-1.69% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.59% | 0.01% | $9.0M | 18,152 | $68,905 | 192 | +17,960+9,354.17% | Add |
 FORD MTR COF |
| 1.55% | 1.37% | $8.8M | 633,175 | $6.7M | 581,059 | +52,116+8.97% | Add |
 LABCORP HOLDINGS INCECL |
| 1.52% | 1.7% | $8.6M | 30,802 | $8.3M | 31,179 | -377-1.21% | Reduce |
 WALMART INCWMT |
| 1.45% | 1.86% | $8.2M | 72,683 | $9.1M | 73,148 | -465-0.64% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 1.42% | 2.02% | $8.0M | 193,976 | $9.9M | 196,012 | -2,036-1.04% | Reduce |
 OTTER TAIL CORPOTTR |
| 1.37% | — | $7.8M | 86,441 | $0 | 0 | +86,441 | New Buy |
 XCEL ENERGY INC COMXEL |
| 1.33% | 1.54% | $7.5M | 93,819 | $7.5M | 94,511 | -692-0.73% | Reduce |
 CAMECO CORPCCJ |
| 1.29% | 0.07% | $7.3M | 71,788 | $334,736 | 3,082 | +68,706+2,229.27% | Add |
 PFIZER INCPFE |
| 1.27% | 1.73% | $7.2M | 299,290 | $8.5M | 301,402 | -2,112-0.70% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.17% | 1.72% | $6.6M | 40,053 | $8.4M | 40,648 | -595-1.46% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.12% | — | $6.3M | 10,147 | $0 | 0 | +10,147 | New Buy |
| SSELECT SECTOR SPDR TRXLK |
| 0.98% | 0.39% | $5.6M | 29,233 | $1.9M | 14,279 | +14,954+104.73% | Add |
 MICROSOFT CORPMSFT |
| 0.91% | 1.09% | $5.2M | 13,873 | $5.3M | 14,372 | -499-3.47% | Reduce |
 ELI LILLY & COLLY |
| 0.63% | 0.57% | $3.5M | 2,955 | $2.8M | 3,011 | -56-1.86% | Reduce |
| IISHARES TREEM |
| 0.46% | 0.29% | $2.6M | 37,864 | $1.4M | 24,922 | +12,942+51.93% | Add |
 WELLTOWER INC COMWELL |
| 0.45% | 0.45% | $2.6M | 11,263 | $2.2M | 11,017 | +246+2.23% | Add |
 LAM RESEARCH CORPLRCX |
| 0.4% | 0.22% | $2.3M | 5,237 | $1.1M | 5,125 | +112+2.19% | Add |
| TTERADYNE INCTER |
| 0.4% | 0.28% | $2.3M | 4,661 | $1.4M | 4,617 | +44+0.95% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.35% | 0.22% | $2.0M | 44,356 | $1.1M | 45,097 | -741-1.64% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.35% | 0.22% | $2.0M | 3,410 | $1.1M | 5,374 | -1,964-36.55% | Reduce |
 INTEL CORPINTC |
| 0.35% | 0.19% | $2.0M | 14,056 | $929,290 | 21,058 | -7,002-33.25% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.34% | 0.18% | $1.9M | 2,664 | $888,312 | 2,599 | +65+2.50% | Add |
 CORNING INCGLW |
| 0.34% | 0.22% | $1.9M | 7,450 | $1.1M | 7,733 | -283-3.66% | Reduce |
