 BROADCOM INCAVGO |
| 2.03% | 1.91% | $309.9M | 820,278 | $264.0M | 852,991 | -32,713-3.84% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.9% | 1.71% | $289.8M | 820,096 | $236.8M | 825,344 | -5,248-0.64% | Reduce |
 MICROSOFT CORPMSFT |
| 1.55% | 1.74% | $236.8M | 634,750 | $240.2M | 649,012 | -14,262-2.20% | Reduce |
 APPLE INCAAPL |
| 1.52% | 1.43% | $232.1M | 802,249 | $197.5M | 778,332 | +23,917+3.07% | Add |
 CISCO SYS INCCSCO |
| 1.39% | 1.1% | $211.5M | 1.8M | $152.3M | 2.0M | -162,594-8.28% | Reduce |
 ALPHABET INCGOOGL |
| 1.28% | 1.06% | $196.0M | 548,519 | $146.7M | 510,008 | +38,511+7.55% | Add |
| EELEMENT SOLUTIONS INCESI |
| 1.18% | 1.08% | $180.8M | 3.8M | $149.1M | 4.4M | -581,551-13.32% | Reduce |
 TD SYNNEX CORPORATIONSNX |
| 1.12% | 0.89% | $170.8M | 638,867 | $122.6M | 726,631 | -87,764-12.08% | Reduce |
 LITTELFUSE INCLFUS |
| 1.03% | 0.86% | $156.4M | 343,546 | $119.1M | 350,856 | -7,310-2.08% | Reduce |
 DELTA AIR LINES INCDAL |
| 1% | 0.84% | $151.9M | 1.6M | $116.7M | 1.8M | -133,704-7.62% | Reduce |
| IISHARES RUSSELLIWF |
| 0.99% | 1.05% | $151.6M | 1.2M | $145.3M | 340,757 | +879,766+258.18% | Add |
 EATON CORP PLCETN |
| 0.97% | 0.89% | $147.3M | 345,698 | $122.7M | 342,929 | +2,769+0.81% | Add |
 BORGWARNER INCBWA |
| 0.91% | 0.93% | $139.0M | 2.1M | $129.2M | 2.4M | -286,576-12.04% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.91% | 1% | $138.9M | 546,930 | $137.7M | 563,286 | -16,356-2.90% | Reduce |
 ARCOSA INCACA |
| 0.91% | 0.77% | $138.4M | 952,619 | $106.6M | 1.0M | -52,044-5.18% | Reduce |
 WILLIAMS COS INCWMB |
| 0.9% | 1.02% | $137.9M | 1.9M | $141.0M | 1.9M | -82,212-4.24% | Reduce |
 AMETEK INC COMAME |
| 0.86% | 0.86% | $131.5M | 543,388 | $119.6M | 558,126 | -14,738-2.64% | Reduce |
 COLUMBIA BKG SYS INCCOLB |
| 0.84% | 0.82% | $128.4M | 4.0M | $113.8M | 4.1M | -141,782-3.42% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.82% | 0.78% | $124.8M | 623,601 | $107.7M | 617,812 | +5,789+0.94% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.82% | 0.79% | $124.6M | 506,183 | $109.5M | 526,352 | -20,169-3.83% | Reduce |
 US FOODS HLDG CORPUSFD |
| 0.8% | 0.82% | $122.1M | 1.2M | $113.7M | 1.2M | -38,381-3.11% | Reduce |
| EESCO TECHNOLOGIES INCESE |
| 0.79% | 0.83% | $120.4M | 343,856 | $114.3M | 406,260 | -62,404-15.36% | Reduce |
 AMAZON COM INCAMZN |
| 0.78% | 0.74% | $119.2M | 500,208 | $102.6M | 492,459 | +7,749+1.57% | Add |
 ATMOS ENERGY CORPATO |
| 0.77% | 0.94% | $117.6M | 682,414 | $130.6M | 707,225 | -24,811-3.51% | Reduce |
 META PLATFORMS INCMETA |
| 0.77% | 0.61% | $117.4M | 208,362 | $84.0M | 146,881 | +61,481+41.86% | Add |
| GGLACIER BANCORP INC NEWGBCI |
| 0.76% | 0.78% | $116.6M | 2.3M | $108.1M | 2.4M | -160,077-6.61% | Reduce |
 CASELLA WASTE SYS INCCWST |
| 0.75% | 0.72% | $114.6M | 1.2M | $99.3M | 1.3M | -70,101-5.60% | Reduce |
 HOME DEPOT INCHD |
| 0.71% | 0.77% | $109.0M | 309,051 | $106.3M | 323,235 | -14,184-4.39% | Reduce |
| CCITIGROUP INCC |
| 0.69% | 0.65% | $104.8M | 748,879 | $90.0M | 793,524 | -44,645-5.63% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.64% | 0.42% | $97.9M | 135,469 | $58.5M | 171,187 | -35,718-20.86% | Reduce |
 CARLISLE COS INCCSL |
| 0.62% | 0.65% | $94.6M | 260,709 | $90.1M | 270,168 | -9,459-3.50% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.62% | 0.63% | $94.5M | 397,904 | $86.8M | 410,958 | -13,054-3.18% | Reduce |
 EOG RES INCEOG |
| 0.61% | 0.74% | $92.7M | 714,770 | $102.7M | 710,048 | +4,722+0.67% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.6% | 0.38% | $91.8M | 326,399 | $52.7M | 217,524 | +108,875+50.05% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.6% | 0.55% | $91.6M | 1.1M | $75.6M | 173,070 | +889,960+514.22% | Add |
 SHELL PLCSHEL |
| 0.59% | 0.79% | $89.7M | 1.2M | $110.0M | 1.2M | -25,416-2.15% | Reduce |
| VVANGUARD SCOTTSDALE FDSVONG |
| 0.57% | 0.61% | $87.4M | 683,725 | $85.0M | 775,133 | -91,408-11.79% | Reduce |
 STANDEX INTL CORPSXI |
| 0.56% | 0.58% | $86.1M | 240,689 | $80.1M | 314,404 | -73,715-23.45% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 0.56% | 0.62% | $85.6M | 513,233 | $85.7M | 527,447 | -14,214-2.69% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.56% | 0.81% | $85.3M | 940,395 | $112.4M | 1.1M | -154,205-14.09% | Reduce |
| PPLEXUS CORPPLXS |
| 0.55% | 0.57% | $83.2M | 276,664 | $79.0M | 390,045 | -113,381-29.07% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.53% | 0.5% | $81.1M | 247,889 | $69.5M | 236,147 | +11,742+4.97% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.52% | 0.42% | $80.0M | 167,506 | $58.1M | 172,057 | -4,551-2.65% | Reduce |
 AVERY DENNISON CORPAVY |
| 0.52% | 0.68% | $79.9M | 491,954 | $94.7M | 548,588 | -56,634-10.32% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.52% | 0.33% | $79.1M | 105,900 | $45.2M | 69,499 | +36,401+52.38% | Add |
 UNION PAC CORPUNP |
| 0.51% | 0.52% | $78.0M | 286,672 | $72.0M | 296,724 | -10,052-3.39% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.51% | 0.73% | $77.3M | 466,485 | $100.9M | 487,489 | -21,004-4.31% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 0.51% | 0.71% | $77.3M | 207,316 | $98.2M | 304,209 | -96,893-31.85% | Reduce |
 CVS HEALTH CORPCVS |
| 0.49% | 0.4% | $74.3M | 717,903 | $56.0M | 779,748 | -61,845-7.93% | Reduce |
| BBRINKS COBCO |
| 0.48% | 0.61% | $73.6M | 778,846 | $84.9M | 819,260 | -40,414-4.93% | Reduce |
