| SSTATE STREETSPYM |
| 23.01% | 21.13% | $5.83B | 66.4M | $5.08B | 66.4M | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 4.25% | 8.69% | $1.08B | 1.6M | $2.09B | 3.5M | -1.9M-55.09% | Reduce |
| IISHARES TRIVV |
| 3.8% | 8.24% | $962.7M | 1.3M | $1.98B | 3.0M | -1.7M-57.68% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.3% | 3.07% | $837.0M | 4.2M | $737.2M | 4.2M | -39,399-0.93% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 2.77% | $800.4M | 3.4M | $665.8M | 3.2M | +163,363+5.11% | Add |
 MICROSOFT CORPMSFT |
| 2.66% | 2.82% | $675.2M | 1.8M | $679.0M | 1.8M | -23,538-1.28% | Reduce |
 APPLE INCAAPL |
| 2.63% | 2.51% | $667.9M | 2.3M | $604.6M | 2.4M | -73,235-3.07% | Reduce |
 KLA CORPKLAC |
| 1.87% | 0.84% | $474.4M | 1.6M | $201.2M | 136,708 | +1.4M+1,050.93% | Add |
 VISA INCV |
| 1.32% | 1.21% | $334.0M | 974,591 | $290.7M | 962,028 | +12,563+1.31% | Add |
 ALPHABET INCGOOGL |
| 1.28% | 1.11% | $324.1M | 907,443 | $267.0M | 928,627 | -21,184-2.28% | Reduce |
 AMPHENOL CORPAPH |
| 1.26% | 0.91% | $320.6M | 1.8M | $219.8M | 1.7M | +78,232+4.50% | Add |
| FFASTENAL CO COMFAST |
| 1.13% | 1.15% | $287.6M | 6.0M | $276.4M | 6.0M | +34,485+0.58% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 1.13% | 1.15% | $286.6M | 1.2M | $276.0M | 1.2M | +24,743+2.09% | Add |
 BROADCOM INCAVGO |
| 1.13% | 0.99% | $285.5M | 756,791 | $237.0M | 765,851 | -9,060-1.18% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.12% | 0.97% | $283.7M | 802,874 | $233.6M | 814,669 | -11,795-1.45% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.02% | 1.01% | $257.6M | 1.0M | $242.5M | 992,389 | +21,857+2.20% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.93% | 0.27% | $235.8M | 204,848 | $65.9M | 195,066 | +9,782+5.01% | Add |
 TESLA INCTSLA |
| 0.88% | 0.72% | $223.8M | 532,480 | $174.0M | 466,864 | +65,616+14.05% | Add |
 MEDTRONIC PLCMDT |
| 0.79% | 0.88% | $199.4M | 2.5M | $212.4M | 2.5M | +97,314+3.97% | Add |
 META PLATFORMS INCMETA |
| 0.79% | 0.85% | $199.0M | 353,546 | $203.4M | 355,570 | -2,024-0.57% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.79% | 0.78% | $199.0M | 2.2M | $187.5M | 2.2M | -28,853-1.31% | Reduce |
 EATON CORP PLCETN |
| 0.74% | 0.09% | $186.4M | 437,477 | $22.5M | 62,818 | +374,659+596.42% | Add |
 PROCTER & GAMBLE COPG |
| 0.7% | 0.72% | $177.3M | 1.2M | $172.2M | 1.2M | +18,049+1.51% | Add |
 AON PLC SHS CL AAON |
| 0.68% | 0.67% | $172.7M | 520,768 | $162.2M | 502,480 | +18,288+3.64% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.67% | 0.22% | $169.3M | 291,735 | $53.6M | 263,731 | +28,004+10.62% | Add |
 ELI LILLY & COLLY |
| 0.66% | 0.54% | $167.6M | 139,687 | $130.1M | 141,359 | -1,672-1.18% | Reduce |
 AUTOZONE INCAZO |
| 0.6% | 0.66% | $150.9M | 47,260 | $158.1M | 46,842 | +418+0.89% | Add |
| RROLLINS INC COMROL |
| 0.58% | 0.7% | $147.6M | 3.5M | $167.3M | 3.1M | +405,188+12.94% | Add |
 S&P GLOBAL INCSPGI |
| 0.58% | 0.62% | $147.0M | 361,488 | $148.2M | 348,354 | +13,134+3.77% | Add |
 CISCO SYS INCCSCO |
| 0.57% | 0.22% | $143.6M | 1.2M | $53.3M | 686,466 | +536,628+78.17% | Add |
 JPMORGAN CHASE & COJPM |
| 0.56% | 0.55% | $142.4M | 435,160 | $133.4M | 453,233 | -18,073-3.99% | Reduce |
 YUM BRANDS INC COMYUM |
| 0.55% | 0.63% | $138.2M | 864,413 | $151.6M | 974,960 | -110,547-11.34% | Reduce |
 OTIS WORLDWIDEOTIS |
| 0.5% | 0.57% | $126.0M | 1.8M | $136.2M | 1.8M | -7,996-0.45% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.46% | 0.62% | $117.1M | 951,154 | $149.0M | 946,920 | +4,234+0.45% | Add |
 VERISK ANALYTICS INC COMVRSK |
| 0.46% | 0.51% | $116.6M | 649,881 | $122.0M | 643,035 | +6,846+1.06% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.44% | 0.44% | $110.5M | 220,802 | $106.4M | 221,926 | -1,124-0.51% | Reduce |
 HOME DEPOT INCHD |
| 0.43% | 0.73% | $108.6M | 308,143 | $174.7M | 531,317 | -223,174-42.00% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.43% | 0.2% | $108.5M | 150,041 | $48.1M | 140,884 | +9,157+6.50% | Add |
 INTEL CORPINTC |
| 0.42% | 0.15% | $106.1M | 760,454 | $36.1M | 819,261 | -58,807-7.18% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.4% | 0.2% | $102.5M | 236,445 | $47.7M | 223,245 | +13,200+5.91% | Add |
| AAPPLOVIN CORPAPP |
| 0.36% | 0.26% | $91.0M | 176,660 | $62.0M | 155,818 | +20,842+13.38% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.35% | 0.61% | $88.8M | 236,769 | $145.7M | 524,385 | -287,616-54.85% | Reduce |
 FERRARI N V COMRACE |
| 0.35% | 0.32% | $87.5M | 236,309 | $76.6M | 229,353 | +6,956+3.03% | Add |
 NU HLDGS LTDNU |
| 0.34% | 0.41% | $86.2M | 6.4M | $98.5M | 6.9M | -405,468-5.92% | Reduce |
 CLOUDFLARE INCNET |
| 0.32% | 0.25% | $81.1M | 330,566 | $61.2M | 296,322 | +34,244+11.56% | Add |
 ANGLOGOLD ASHANTI PLCAU |
| 0.31% | 0.27% | $78.2M | 967,023 | $64.6M | 663,007 | +304,016+45.85% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.31% | 0.19% | $78.2M | 170,325 | $46.3M | 95,481 | +74,844+78.39% | Add |
 ABBVIE INCABBV |
| 0.3% | 0.27% | $75.5M | 300,376 | $65.0M | 298,983 | +1,393+0.47% | Add |
 WALMART INCWMT |
| 0.3% | 0.36% | $74.9M | 661,848 | $87.4M | 703,562 | -41,714-5.93% | Reduce |
 NETFLIX INCNFLX |
| 0.27% | 0.35% | $69.4M | 972,112 | $85.2M | 886,527 | +85,585+9.65% | Add |
