| IISHARES TR ISHARES SEMICDTRSOXX |
| 5.58% | 3.21% | $195.4M | 304,880 | $99.1M | 301,410 | +3,470+1.15% | Add |
| KKARMAN HLDGS INCKRMN |
| 4.99% | 9.07% | $174.8M | 3.5M | $280.3M | 3.5M | 00.00% | Unchanged |
 APPLE INCAAPL |
| 4.89% | 4.65% | $171.4M | 592,203 | $143.6M | 565,829 | +26,374+4.66% | Add |
 BROADCOM INCAVGO |
| 4.75% | 4.98% | $166.3M | 440,150 | $153.8M | 496,766 | -56,616-11.40% | Reduce |
 ABBVIE INCABBV |
| 3.49% | 3.39% | $122.2M | 485,608 | $104.8M | 482,055 | +3,553+0.74% | Add |
 MICROSOFT CORPMSFT |
| 3.05% | 3.32% | $106.9M | 286,452 | $102.7M | 277,341 | +9,111+3.29% | Add |
 ELI LILLY & COLLY |
| 3.04% | 2.2% | $106.4M | 88,678 | $68.0M | 73,963 | +14,715+19.90% | Add |
 MERCK & CO INCMRK |
| 2.93% | 3.06% | $102.6M | 798,673 | $94.4M | 785,160 | +13,513+1.72% | Add |
 JPMORGAN CHASE & COJPM |
| 2.81% | 3.26% | $98.2M | 300,144 | $100.7M | 342,320 | -42,176-12.32% | Reduce |
| IISHARES TRICSH |
| 2.47% | 3.16% | $86.4M | 1.7M | $97.5M | 1.9M | -217,230-11.28% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.22% | 2.69% | $77.9M | 83,221 | $83.0M | 83,273 | -52-0.06% | Reduce |
 MORGAN STANLEYMS |
| 2.16% | 2.47% | $75.7M | 362,259 | $76.3M | 463,707 | -101,448-21.88% | Reduce |
 RTX CORPORATIONRTX |
| 2.13% | 2.4% | $74.6M | 393,318 | $74.3M | 384,999 | +8,319+2.16% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 2.09% | 4.1% | $73.3M | 684,191 | $126.7M | 1.1M | -458,392-40.12% | Reduce |
| CCITIGROUP INCC |
| 1.98% | 2.16% | $69.3M | 494,972 | $66.7M | 587,965 | -92,993-15.82% | Reduce |
| WWATSCO INCWSO |
| 1.98% | 1.91% | $69.3M | 166,210 | $59.2M | 162,639 | +3,571+2.20% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.95% | 2.06% | $68.4M | 67,621 | $63.5M | 75,080 | -7,459-9.93% | Reduce |
 HOME DEPOT INCHD |
| 1.93% | 2.05% | $67.7M | 192,060 | $63.3M | 192,335 | -275-0.14% | Reduce |
| FFASTENAL CO COMFAST |
| 1.93% | 2.11% | $67.5M | 1.4M | $65.1M | 1.4M | +3,009+0.21% | Add |
 KIMBERLY-CLARK CORPKMB |
| 1.68% | — | $58.7M | 534,439 | $0 | 0 | +534,439 | New Buy |
 MCDONALDS CORPMCD |
| 1.64% | 2.12% | $57.3M | 211,809 | $65.7M | 211,239 | +570+0.27% | Add |
 PAYCHEX INC COMPAYX |
| 1.63% | 1.66% | $57.2M | 581,263 | $51.2M | 555,849 | +25,414+4.57% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.62% | 1.73% | $56.8M | 160,334 | $53.6M | 156,114 | +4,220+2.70% | Add |
 REALTY INCOME CORP COMO |
| 1.6% | — | $56.1M | 904,917 | $0 | 0 | +904,917 | New Buy |
| WWEC ENERGY GROUP INC COMIDU |
| 1.49% | 1.66% | $52.3M | 447,934 | $51.2M | 442,053 | +5,881+1.33% | Add |
 LINDE PLCLIN |
| 1.34% | 0.01% | $46.8M | 90,209 | $203,262 | 410 | +89,799+21,902.20% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 1.34% | 1.17% | $46.7M | 411,196 | $36.1M | 400,523 | +10,673+2.66% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.31% | 1.24% | $46.0M | 163,449 | $38.3M | 157,859 | +5,590+3.54% | Add |
 EATON CORP PLCETN |
| 1.17% | 0.82% | $40.8M | 95,802 | $25.5M | 71,252 | +24,550+34.46% | Add |
 XCEL ENERGY INC COMXEL |
| 1.15% | 1.24% | $40.2M | 501,050 | $38.4M | 483,726 | +17,324+3.58% | Add |
 CENCORA INCCOR |
| 1.11% | 1.4% | $38.8M | 137,253 | $43.4M | 138,088 | -835-0.60% | Reduce |
 CINTAS CORP COMCTAS |
| 0.96% | 1.08% | $33.5M | 196,783 | $33.4M | 197,348 | -565-0.29% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.94% | 1.3% | $33.1M | 199,588 | $40.3M | 194,602 | +4,986+2.56% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.91% | 0.8% | $31.7M | 937,247 | $24.7M | 848,721 | +88,526+10.43% | Add |
 ONEOK INC NEWOKE |
| 0.87% | 0.07% | $30.6M | 351,817 | $2.1M | 23,620 | +328,197+1,389.49% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.73% | 0.11% | $25.7M | 34,414 | $3.5M | 5,392 | +29,022+538.24% | Add |
 ALPHABET INCGOOGL |
| 0.67% | 0.61% | $23.5M | 65,689 | $18.7M | 65,136 | +553+0.85% | Add |
 EXXON MOBIL CORPXOM |
| 0.67% | 0.55% | $23.3M | 170,770 | $17.0M | 100,255 | +70,515+70.34% | Add |
 CUMMINS INCCMI |
| 0.64% | 0.2% | $22.3M | 31,284 | $6.3M | 11,766 | +19,518+165.88% | Add |
| IISHARES SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.55% | 0.68% | $19.4M | 382,732 | $21.0M | 412,128 | -29,396-7.13% | Reduce |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 0.55% | 0.69% | $19.3M | 381,370 | $21.5M | 424,174 | -42,804-10.09% | Reduce |
 AMAZON COM INCAMZN |
| 0.55% | 0.56% | $19.2M | 80,609 | $17.4M | 83,636 | -3,027-3.62% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.54% | 0.49% | $19.1M | 95,284 | $15.3M | 87,599 | +7,685+8.77% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.5% | 0.33% | $17.4M | 73,531 | $10.3M | 47,733 | +25,798+54.05% | Add |
 VISA INCV |
| 0.46% | 0.45% | $16.1M | 47,002 | $14.0M | 46,326 | +676+1.46% | Add |
| IISHARES TRAGG |
| 0.42% | 0.48% | $14.8M | 149,048 | $14.7M | 147,842 | +1,206+0.82% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.42% | 0.4% | $14.6M | 28,445 | $12.4M | 24,915 | +3,530+14.17% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.41% | 0.24% | $14.3M | 12,389 | $7.3M | 21,657 | -9,268-42.79% | Reduce |
 MOODYS CORPMCO |
| 0.41% | 0.42% | $14.3M | 31,506 | $13.0M | 29,786 | +1,720+5.77% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.39% | 0.36% | $13.7M | 20,019 | $11.2M | 18,796 | +1,223+6.51% | Add |
