 APPLIED MATLS INCAMAT |
| 3.23% | 2.22% | $5.9M | 8,192 | $3.8M | 10,972 | -2,780-25.34% | Reduce |
 APPLE INCAAPL |
| 2.69% | 2.61% | $4.9M | 17,032 | $4.4M | 17,385 | -353-2.03% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 2.67% | 2.35% | $4.9M | 13,226 | $4.0M | 12,354 | +872+7.06% | Add |
 ALPHABET INCGOOGL |
| 2.26% | 2.03% | $4.2M | 11,614 | $3.4M | 11,943 | -329-2.75% | Reduce |
 JABIL INCJBL |
| 2.25% | 1.96% | $4.1M | 10,716 | $3.3M | 12,451 | -1,735-13.93% | Reduce |
 AMAZON COM INCAMZN |
| 2.17% | 2.12% | $4.0M | 16,687 | $3.6M | 17,198 | -511-2.97% | Reduce |
 US BANCORPUSB |
| 2.15% | 2.03% | $3.9M | 65,150 | $3.4M | 65,981 | -831-1.26% | Reduce |
 CUMMINS INCCMI |
| 2.12% | 1.89% | $3.9M | 5,444 | $3.2M | 5,939 | -495-8.33% | Reduce |
 MICROSOFT CORPMSFT |
| 2.1% | 2.23% | $3.8M | 10,319 | $3.8M | 10,182 | +137+1.35% | Add |
 CATERPILLAR INCCAT |
| 2.09% | 1.8% | $3.8M | 3,595 | $3.0M | 4,288 | -693-16.16% | Reduce |
 CISCO SYS INCCSCO |
| 2.03% | 1.65% | $3.7M | 31,673 | $2.8M | 35,929 | -4,256-11.85% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.73% | 1.89% | $3.2M | 34,445 | $3.2M | 33,900 | +545+1.61% | Add |
 NOVARTIS AGNVS |
| 1.72% | 1.85% | $3.1M | 20,060 | $3.1M | 20,510 | -450-2.19% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 1.53% | 1.31% | $2.8M | 12,028 | $2.2M | 12,163 | -135-1.11% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 1.48% | 1.52% | $2.7M | 8,201 | $2.6M | 8,434 | -233-2.76% | Reduce |
 PACCAR INCPCAR |
| 1.41% | 1.49% | $2.6M | 21,548 | $2.5M | 21,848 | -300-1.37% | Reduce |
| QQUALYS INCQLYS |
| 1.3% | 0.62% | $2.4M | 17,300 | $1.0M | 11,895 | +5,405+45.44% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.29% | 1.37% | $2.4M | 9,319 | $2.3M | 9,477 | -158-1.67% | Reduce |
 JONES LANG LASALLE INCJLL |
| 1.25% | 1.36% | $2.3M | 7,402 | $2.3M | 7,562 | -160-2.12% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.24% | 1.03% | $2.3M | 8,662 | $1.7M | 8,335 | +327+3.92% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 1.24% | 1% | $2.3M | 24,950 | $1.7M | 26,040 | -1,090-4.19% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.24% | 1.21% | $2.3M | 12,040 | $2.0M | 12,275 | -235-1.91% | Reduce |
 SIMON PPTY GROUP INC NEW COMSPG |
| 1.21% | 1.13% | $2.2M | 9,908 | $1.9M | 10,233 | -325-3.18% | Reduce |
 ASSURANT INCAIZ |
| 1.17% | 1.04% | $2.1M | 7,994 | $1.8M | 8,049 | -55-0.68% | Reduce |
 NUCOR CORPNUE |
| 1.16% | 0.99% | $2.1M | 9,538 | $1.7M | 9,923 | -385-3.88% | Reduce |
 VOYA FINANCIAL INCVOYA |
| 1.16% | 1.07% | $2.1M | 23,415 | $1.8M | 26,415 | -3,000-11.36% | Reduce |
 MEDTRONIC PLCMDT |
| 1.12% | 1.2% | $2.1M | 26,244 | $2.0M | 23,384 | +2,860+12.23% | Add |
 OSI SYSTEMS INCOSIS |
| 1.11% | 1.46% | $2.0M | 9,263 | $2.5M | 9,318 | -55-0.59% | Reduce |
| QQUALCOMM INCQCOM |
| 1.09% | 0.82% | $2.0M | 10,789 | $1.4M | 10,734 | +55+0.51% | Add |
 EMERSON ELEC COEMR |
| 1.08% | 1.08% | $2.0M | 13,823 | $1.8M | 13,937 | -114-0.82% | Reduce |
 ADOBE INC COMADBE |
| 1.06% | — | $1.9M | 9,475 | $0 | 0 | +9,475 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.05% | 1.3% | $1.9M | 15,571 | $2.2M | 13,951 | +1,620+11.61% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.04% | 0.93% | $1.9M | 44,255 | $1.6M | 34,730 | +9,525+27.43% | Add |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.98% | 1.1% | $1.8M | 15,182 | $1.9M | 16,187 | -1,005-6.21% | Reduce |
 CAVCO INDS INC DELCVCO |
| 0.96% | 0.84% | $1.8M | 2,875 | $1.4M | 2,945 | -70-2.38% | Reduce |
| FFIRST TR EXCHANGE-TRADED FDFPX |
| 0.96% | 0.75% | $1.8M | 8,552 | $1.3M | 8,006 | +546+6.82% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.95% | 1.16% | $1.7M | 54,536 | $2.0M | 58,586 | -4,050-6.91% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.95% | 0.9% | $1.7M | 12,125 | $1.5M | 12,105 | +20+0.17% | Add |
 ORACLE CORPORCL |
| 0.94% | 0.96% | $1.7M | 11,796 | $1.6M | 10,981 | +815+7.42% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.94% | 1.07% | $1.7M | 8,869 | $1.8M | 8,814 | +55+0.62% | Add |
 META PLATFORMS INCMETA |
| 0.94% | 1.05% | $1.7M | 3,057 | $1.8M | 3,110 | -53-1.70% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.91% | 0.96% | $1.7M | 67,641 | $1.6M | 56,535 | +11,106+19.64% | Add |
| SSANOFI SA SPONSORED ADRSNY |
| 0.89% | 1.08% | $1.6M | 38,343 | $1.8M | 37,773 | +570+1.51% | Add |
| CCOMMERCIAL METALS COCMC |
| 0.89% | 0.96% | $1.6M | 26,065 | $1.6M | 26,360 | -295-1.12% | Reduce |
 PFIZER INCPFE |
| 0.89% | 1.06% | $1.6M | 67,874 | $1.8M | 63,549 | +4,325+6.81% | Add |
| MMUELLER INDS INCMLI |
| 0.89% | 0.88% | $1.6M | 13,205 | $1.5M | 13,480 | -275-2.04% | Reduce |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.88% | 0.92% | $1.6M | 41,647 | $1.5M | 25,227 | +16,420+65.09% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.87% | — | $1.6M | 38,732 | $0 | 0 | +38,732 | New Buy |
 FEDEX CORPFDX |
| 0.87% | 1.09% | $1.6M | 5,066 | $1.8M | 5,151 | -85-1.65% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.86% | 1.21% | $1.6M | 15,085 | $2.0M | 15,470 | -385-2.49% | Reduce |
