 BROADCOM INCAVGO |
| 4.43% | 13.85% | $107.8M | 285,495 | $69.0M | 223,090 | +62,405+27.97% | Add |
 CATERPILLAR INCCAT |
| 2.95% | 2.68% | $71.9M | 67,536 | $13.3M | 18,827 | +48,709+258.72% | Add |
 KLA CORPKLAC |
| 2.88% | 1.48% | $70.2M | 232,671 | $7.4M | 5,013 | +227,658+4,541.35% | Add |
 AMPHENOL CORPAPH |
| 1.69% | 1.25% | $41.2M | 233,467 | $6.2M | 49,438 | +184,029+372.24% | Add |
 ARISTA NETWORKS INCANET |
| 1.42% | 1.34% | $34.6M | 203,686 | $6.7M | 54,229 | +149,457+275.60% | Add |
 WELLTOWER INC COMWELL |
| 1.29% | 1.14% | $31.4M | 138,221 | $5.7M | 28,824 | +109,397+379.53% | Add |
 EXXON MOBIL CORPXOM |
| 1.22% | — | $29.8M | 218,045 | $0 | 0 | +218,045 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.2% | 0.92% | $29.1M | 334,724 | $4.6M | 68,341 | +266,383+389.79% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.01% | 1.03% | $24.7M | 25,253 | $5.2M | 5,754 | +19,499+338.88% | Add |
 FORTINET INCFTNT |
| 0.94% | 0.54% | $22.9M | 148,936 | $2.7M | 33,182 | +115,754+348.85% | Add |
 VERTIV HOLDINGS COVRT |
| 0.88% | 0.7% | $21.5M | 64,299 | $3.5M | 14,011 | +50,288+358.92% | Add |
 HOME DEPOT INCHD |
| 0.88% | 3.09% | $21.4M | 60,680 | $15.4M | 46,784 | +13,896+29.70% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.85% | 0.45% | $20.8M | 15,046 | $2.2M | 2,052 | +12,994+633.24% | Add |
 PROGRESSIVE CORPPGR |
| 0.85% | 1.11% | $20.7M | 94,834 | $5.5M | 27,988 | +66,846+238.84% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.79% | 0.67% | $19.3M | 30,253 | $3.3M | 12,273 | +17,980+146.50% | Add |
| IINSPIRE CORPORATE BOND ETFIBD |
| 0.75% | — | $18.3M | 768,594 | $0 | 0 | +768,594 | New Buy |
 FREEPORT MCMORAN INCFCX |
| 0.73% | 0.92% | $17.7M | 280,710 | $4.6M | 78,005 | +202,705+259.86% | Add |
 GE VERNOVA INCGEV |
| 0.67% | — | $16.4M | 13,923 | $0 | 0 | +13,923 | New Buy |
 EMCOR GROUP INCEME |
| 0.67% | 0.29% | $16.3M | 19,648 | $1.4M | 1,931 | +17,717+917.50% | Add |
| NNORTHERN LTS FD TR IVWWJD |
| 0.67% | — | $16.2M | 424,886 | $0 | 0 | +424,886 | New Buy |
 SLB LIMITEDSLB |
| 0.64% | 0.73% | $15.6M | 335,547 | $3.6M | 70,492 | +265,055+376.01% | Add |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.62% | — | $15.2M | 628,888 | $0 | 0 | +628,888 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.57% | 0.93% | $13.8M | 26,700 | $4.6M | 11,627 | +15,073+129.64% | Add |
 LINDE PLCLIN |
| 0.52% | — | $12.8M | 24,571 | $0 | 0 | +24,571 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.52% | 2.69% | $12.6M | 107,824 | $13.4M | 91,521 | +16,303+17.81% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.5% | 0.54% | $12.3M | 54,819 | $2.7M | 14,402 | +40,417+280.63% | Add |
 CINTAS CORP COMCTAS |
| 0.5% | 0.61% | $12.1M | 70,885 | $3.1M | 18,045 | +52,840+292.82% | Add |
| NNORTHERN LTS FD TR IVPTL |
| 0.49% | — | $12.0M | 42,022 | $0 | 0 | +42,022 | New Buy |
 UNITED RENTALS INCURI |
| 0.49% | 0.43% | $11.9M | 10,473 | $2.2M | 2,952 | +7,521+254.78% | Add |
 MSCI INCMSCI |
| 0.48% | 0.75% | $11.8M | 21,069 | $3.7M | 6,906 | +14,163+205.08% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.48% | 0.63% | $11.7M | 365,026 | $3.2M | 94,028 | +270,998+288.21% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.48% | 0.4% | $11.6M | 53,566 | $2.0M | 10,209 | +43,357+424.69% | Add |
| TTERADYNE INCTER |
| 0.47% | 0.37% | $11.5M | 23,826 | $1.9M | 6,266 | +17,560+280.24% | Add |
 PACCAR INCPCAR |
| 0.45% | 0.55% | $11.1M | 92,021 | $2.8M | 23,828 | +68,193+286.19% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.45% | 0.61% | $11.0M | 36,990 | $3.0M | 30,775 | +6,215+20.19% | Add |
 REPUBLIC SVCS INCRSG |
| 0.45% | 0.62% | $11.0M | 51,596 | $3.1M | 14,096 | +37,500+266.03% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.45% | 0.6% | $10.8M | 262,349 | $3.0M | 59,000 | +203,349+344.66% | Add |
| SSANDISK CORP COMSNDK |
| 0.45% | — | $10.8M | 4,764 | $0 | 0 | +4,764 | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 0.44% | 0.53% | $10.8M | 60,011 | $2.7M | 14,720 | +45,291+307.68% | Add |
 CIENA CORPCIEN |
| 0.44% | 0.41% | $10.8M | 21,918 | $2.0M | 5,208 | +16,710+320.85% | Add |
| NNORTHERN LTS FD TR IVISMD |
| 0.42% | — | $10.3M | 206,820 | $0 | 0 | +206,820 | New Buy |
 NUCOR CORPNUE |
| 0.42% | 0.37% | $10.2M | 45,820 | $1.9M | 11,029 | +34,791+315.45% | Add |
 CURTISS WRIGHT CORPCW |
| 0.41% | 0.21% | $9.9M | 13,120 | $1.0M | 1,522 | +11,598+762.02% | Add |
 CASEYS GEN STORES INCCASY |
| 0.4% | 0.23% | $9.8M | 12,383 | $1.1M | 1,546 | +10,837+700.97% | Add |
 IDEXX LABS INC COMIDXX |
| 0.4% | 0.42% | $9.7M | 18,347 | $2.1M | 3,706 | +14,641+395.06% | Add |
 TARGA RES CORPTRGP |
| 0.39% | 0.47% | $9.5M | 35,477 | $2.3M | 9,327 | +26,150+280.37% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.38% | 0.29% | $9.3M | 21,357 | $1.4M | 3,031 | +18,326+604.62% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.37% | 0.32% | $9.1M | 99,870 | $1.6M | 24,997 | +74,873+299.53% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.37% | 0.5% | $9.1M | 51,624 | $2.5M | 12,577 | +39,047+310.46% | Add |
 STEEL DYNAMICS INCSTLD |
| 0.36% | 0.23% | $8.8M | 38,531 | $1.2M | 6,436 | +32,095+498.68% | Add |
