 NVIDIA CORPORATIONNVDA |
| 7.82% | 6.99% | $5.7M | 30,676 | $4.8M | 30,676 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 7.35% | 7.74% | $5.4M | 10,391 | $5.4M | 10,787 | -396-3.67% | Reduce |
 APPLE INCAAPL |
| 5.79% | 5.01% | $4.2M | 16,652 | $3.5M | 16,931 | -279-1.65% | Reduce |
 AMAZON COM INCAMZN |
| 4.39% | 4.64% | $3.2M | 14,655 | $3.2M | 14,655 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 3.51% | 3.72% | $2.6M | 3,497 | $2.6M | 3,497 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 3.27% | 2.51% | $2.4M | 9,855 | $1.7M | 9,855 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.1% | 2.14% | $1.5M | 3,058 | $1.5M | 3,058 | 00.00% | Unchanged |
 VISA INCV |
| 1.95% | 2.14% | $1.4M | 4,185 | $1.5M | 4,185 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 1.81% | 1.88% | $1.3M | 2,324 | $1.3M | 2,324 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 1.74% | 1.9% | $1.3M | 1,685 | $1.3M | 1,881 | -196-10.42% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.63% | 1.94% | $1.2M | 7,376 | $1.3M | 7,376 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLRE |
| 1.53% | 1.59% | $1.1M | 26,569 | $1.1M | 26,569 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 1.5% | 1.44% | $1.1M | 1,440 | $997,019 | 1,279 | +161+12.59% | Add |
 UNION PAC CORPUNP |
| 1.48% | 1.52% | $1.1M | 4,587 | $1.1M | 4,587 | 00.00% | Unchanged |
 BJS WHSL CLUB HLDGS INCBJ |
| 1.37% | 1.41% | $1.0M | 10,766 | $979,743 | 9,086 | +1,680+18.49% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.33% | 1.23% | $975,281 | 3,492 | $853,188 | 3,767 | -275-7.30% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.28% | 1.16% | $940,478 | 2,758 | $804,398 | 2,758 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 1.26% | 1.06% | $923,546 | 7,463 | $736,971 | 7,463 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.19% | 1.21% | $874,038 | 7,752 | $835,666 | 7,752 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 1.14% | 1.36% | $834,685 | 4,543 | $943,218 | 4,543 | 00.00% | Unchanged |
 PROSPERITY BANCSHARES INCPB |
| 1.14% | 1.27% | $834,550 | 12,578 | $883,479 | 12,578 | 00.00% | Unchanged |
 CROWN HLDGS INCCCK |
| 1.14% | 1.28% | $832,702 | 8,621 | $887,791 | 8,621 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.13% | 1.24% | $828,788 | 5,394 | $859,372 | 5,394 | 00.00% | Unchanged |
 INTUITINTU |
| 1.13% | 1.38% | $828,370 | 1,213 | $955,395 | 1,213 | 00.00% | Unchanged |
 STERIS PLCSTE |
| 1.12% | 1.15% | $819,274 | 3,311 | $795,368 | 3,311 | 00.00% | Unchanged |
| EENTEGRIS INCENTG |
| 1.07% | 0.98% | $781,934 | 8,457 | $682,057 | 8,457 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 1.05% | 0.95% | $768,720 | 5,741 | $659,186 | 6,772 | -1,031-15.22% | Reduce |
 BLACKROCK INC COMBLK |
| 1.04% | 1.19% | $758,981 | 651 | $826,809 | 788 | -137-17.39% | Reduce |
 SALESFORCE INCCRM |
| 1.03% | 1.25% | $754,608 | 3,184 | $868,245 | 3,184 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 1.01% | 0.96% | $739,978 | 2,143 | $668,552 | 2,143 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.98% | 0.95% | $720,505 | 668 | $659,265 | 736 | -68-9.24% | Reduce |
 MCDONALDS CORPMCD |
| 0.97% | 0.63% | $706,848 | 2,326 | $436,794 | 1,495 | +831+55.59% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.92% | 0.8% | $674,558 | 3,638 | $555,705 | 3,638 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.91% | 0.84% | $669,487 | 4,001 | $584,226 | 4,001 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.67% | $636,396 | 2,613 | $463,520 | 2,613 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.86% | 0.76% | $626,646 | 1,292 | $523,854 | 1,292 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.85% | 0.83% | $624,000 | 8,266 | $573,826 | 8,266 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.84% | 0.81% | $612,619 | 3,945 | $564,885 | 3,945 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.82% | 0.69% | $598,068 | 2,583 | $479,456 | 2,583 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.78% | 0.76% | $574,713 | 1,822 | $528,216 | 1,822 | 00.00% | Unchanged |
 LAZARD INCLAZ |
| 0.77% | 0.76% | $564,482 | 10,695 | $524,038 | 10,922 | -227-2.08% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.73% | 0.93% | $530,930 | 2,153 | $643,510 | 2,153 | 00.00% | Unchanged |
 OTIS WORLDWIDEOTIS |
| 0.72% | 0.82% | $525,905 | 5,752 | $569,563 | 5,752 | 00.00% | Unchanged |
| AACUSHNET HLDGS CORPGOLF |
| 0.67% | 0.66% | $492,996 | 6,281 | $457,382 | 6,281 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.65% | 0.71% | $474,806 | 1,741 | $491,066 | 1,741 | 00.00% | Unchanged |
| TTYLER TECHNOLOGIES INCTYL |
| 0.64% | 0.67% | $468,228 | 895 | $462,415 | 780 | +115+14.74% | Add |
 HOME DEPOT INCHD |
| 0.63% | 0.6% | $458,675 | 1,132 | $415,036 | 1,132 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 0.62% | 0.68% | $457,169 | 2,876 | $471,177 | 3,345 | -469-14.02% | Reduce |
 CLEAN HARBORS INCCLH |
| 0.61% | 0.64% | $446,095 | 1,921 | $444,097 | 1,921 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 0.6% | 0.68% | $438,451 | 1,320 | $470,814 | 1,476 | -156-10.57% | Reduce |
