| IISHARES TRHYG |
| 8.23% | 9.31% | $1.51B | 18.9M | $1.51B | 19.0M | -78,455-0.41% | Reduce |
| SSTATE STREETSPYM |
| 3.63% | 3.65% | $666.8M | 7.6M | $592.2M | 7.7M | -149,707-1.93% | Reduce |
 APPLE INCAAPL |
| 3.2% | 2.41% | $587.2M | 2.0M | $391.0M | 1.5M | +488,832+31.73% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.56% | 2.56% | $470.5M | 2.4M | $414.3M | 2.4M | -23,853-1.00% | Reduce |
 ALPHABET INCGOOGL |
| 2.37% | 2.56% | $434.6M | 1.2M | $414.1M | 1.4M | -223,845-15.55% | Reduce |
| IISHARES TRIVV |
| 2.26% | 2.25% | $414.9M | 554,074 | $364.6M | 558,202 | -4,128-0.74% | Reduce |
 MICROSOFT CORPMSFT |
| 2.24% | 2.11% | $410.9M | 1.1M | $341.9M | 923,708 | +177,839+19.25% | Add |
| SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.94% | 2.2% | $356.3M | 3.7M | $357.1M | 3.7M | -32,699-0.88% | Reduce |
| IISHARES TRIXUS |
| 1.53% | 1.59% | $280.7M | 2.9M | $257.8M | 3.0M | -33,818-1.14% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.53% | 1.54% | $280.6M | 857,246 | $248.8M | 845,798 | +11,448+1.35% | Add |
 BROADCOM INCAVGO |
| 1.46% | 1.25% | $268.2M | 709,876 | $202.2M | 653,365 | +56,511+8.65% | Add |
 AMAZON COM INCAMZN |
| 1.46% | 0.94% | $267.3M | 1.1M | $151.9M | 729,157 | +392,238+53.79% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.36% | 1.41% | $249.0M | 980,465 | $228.6M | 935,339 | +45,126+4.82% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.32% | 1.04% | $241.5M | 505,628 | $168.4M | 498,238 | +7,390+1.48% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.28% | 1.1% | $234.0M | 1.4M | $178.3M | 1.5M | -128,079-8.50% | Reduce |
 MORGAN STANLEYMS |
| 1.1% | 1.01% | $202.7M | 969,726 | $163.4M | 992,717 | -22,991-2.32% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.09% | 0.8% | $200.4M | 238,784 | $130.2M | 319,607 | -80,823-25.29% | Reduce |
 CISCO SYS INCCSCO |
| 1.01% | 0.75% | $185.5M | 1.6M | $120.9M | 1.6M | +20,593+1.32% | Add |
| IISHARES COREIJR |
| 1.01% | 1.39% | $184.6M | 1.2M | $226.0M | 1.8M | -573,464-31.54% | Reduce |
 META PLATFORMS INCMETA |
| 0.99% | 1.08% | $182.1M | 323,276 | $174.8M | 305,530 | +17,746+5.81% | Add |
 CHUBB LIMITEDCB |
| 0.98% | 1.05% | $179.4M | 526,441 | $169.9M | 521,206 | +5,235+1.00% | Add |
 ELI LILLY & COLLY |
| 0.92% | 0.81% | $169.6M | 141,416 | $130.8M | 142,217 | -801-0.56% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.83% | 0.83% | $152.0M | 4.5M | $134.5M | 4.6M | -125,073-2.71% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 0.82% | 0.93% | $150.1M | 618,471 | $150.2M | 534,514 | +83,957+15.71% | Add |
 EMCOR GROUP INCEME |
| 0.78% | 0.76% | $143.9M | 173,452 | $123.9M | 167,812 | +5,640+3.36% | Add |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.77% | — | $141.4M | 700,133 | $0 | 0 | +700,133 | New Buy |
 CUMMINS INCCMI |
| 0.73% | 0.61% | $133.3M | 186,864 | $99.5M | 184,896 | +1,968+1.06% | Add |
| BBANK OF AMER CORPBAC |
| 0.72% | 0.58% | $132.4M | 2.3M | $94.2M | 1.9M | +392,235+20.31% | Add |
 AMERICAN EXPRESS COAXP |
| 0.72% | 0.85% | $131.4M | 388,526 | $136.9M | 452,724 | -64,198-14.18% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.72% | 0.99% | $131.3M | 960,661 | $161.2M | 949,998 | +10,663+1.12% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.68% | 0.86% | $124.7M | 127,470 | $139.7M | 156,047 | -28,577-18.31% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.65% | 0.55% | $119.0M | 164,557 | $89.3M | 261,132 | -96,575-36.98% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.64% | 0.27% | $117.6M | 101,874 | $43.1M | 127,653 | -25,779-20.19% | Reduce |
 HALLIBURTON CO COMHAL |
| 0.63% | 0.73% | $115.7M | 3.4M | $118.0M | 3.0M | +381,717+12.61% | Add |
 ASTRAZENECA PLCAZN |
| 0.63% | 0.73% | $115.3M | 608,068 | $118.3M | 600,052 | +8,016+1.34% | Add |
| PPROLOGIS INC. COMPLD |
| 0.6% | 0.65% | $109.3M | 806,493 | $105.5M | 798,504 | +7,989+1.00% | Add |
 CATERPILLAR INCCAT |
| 0.59% | 0.49% | $108.2M | 101,595 | $79.6M | 112,369 | -10,774-9.59% | Reduce |
 WILLIAMS COS INCWMB |
| 0.58% | 0.63% | $106.6M | 1.4M | $102.9M | 1.4M | +20,958+1.48% | Add |
 WINTRUST FINL CORPWTFC |
| 0.56% | 0.54% | $103.5M | 643,788 | $87.0M | 626,118 | +17,670+2.82% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.3% | $102.3M | 246,049 | $49.4M | 182,425 | +63,624+34.88% | Add |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.56% | 0.61% | $102.2M | 841,705 | $99.3M | 1.1M | -222,572-20.91% | Reduce |
 RTX CORPORATIONRTX |
| 0.55% | 0.62% | $100.1M | 527,342 | $100.7M | 522,163 | +5,179+0.99% | Add |
 KLA CORPKLAC |
| 0.54% | 0.28% | $99.3M | 329,238 | $46.2M | 31,362 | +297,876+949.80% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.52% | 0.49% | $95.2M | 94,147 | $78.6M | 92,940 | +1,207+1.30% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.52% | 0.6% | $95.2M | 752,101 | $97.3M | 743,226 | +8,875+1.19% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.51% | 0.45% | $94.4M | 405,136 | $73.2M | 401,711 | +3,425+0.85% | Add |
 BANCO SANTANDER SA ADRSAN |
| 0.51% | 0.47% | $93.9M | 6.8M | $75.6M | 6.7M | +96,500+1.44% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.51% | 0.49% | $93.2M | 1.7M | $78.7M | 1.6M | +23,035+1.40% | Add |
 ASML HLDG NVASML |
| 0.51% | 0.32% | $92.7M | 46,574 | $51.7M | 39,165 | +7,409+18.92% | Add |
 COCA COLA COKO |
| 0.5% | 0.52% | $91.0M | 1.1M | $84.1M | 1.1M | +13,921+1.26% | Add |
