 GE VERNOVA INCGEV |
| 4.1% | 3.88% | $13.3M | 11,289 | $10.2M | 11,650 | -361-3.10% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 3.81% | 2.98% | $12.3M | 14,700 | $7.8M | 19,217 | -4,517-23.51% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.65% | 4.34% | $11.8M | 58,994 | $11.4M | 65,235 | -6,241-9.57% | Reduce |
 CATERPILLAR INCCAT |
| 2.53% | 2.07% | $8.2M | 7,679 | $5.4M | 7,669 | +10+0.13% | Add |
 BROADCOM INCAVGO |
| 2.38% | 2.66% | $7.7M | 20,418 | $7.0M | 22,542 | -2,124-9.42% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.29% | 0.84% | $7.4M | 6,433 | $2.2M | 6,542 | -109-1.67% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.18% | 3.38% | $7.1M | 60,435 | $8.9M | 60,520 | -85-0.14% | Reduce |
 ARISTA NETWORKS INCANET |
| 2.08% | 1.84% | $6.7M | 39,572 | $4.8M | 39,387 | +185+0.47% | Add |
 VERTIV HOLDINGS COVRT |
| 2.08% | 1.9% | $6.7M | 20,066 | $5.0M | 19,934 | +132+0.66% | Add |
 CELESTICA INCCLS |
| 1.99% | 1.92% | $6.4M | 17,676 | $5.0M | 17,883 | -207-1.16% | Reduce |
 WEST BANCORPORATION INC CAP STKWTBA |
| 1.85% | 2.23% | $6.0M | 225,579 | $5.8M | 245,801 | -20,222-8.23% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.73% | 1.51% | $5.6M | 11,697 | $4.0M | 11,691 | +6+0.05% | Add |
 NEBIUS GROUP N VNBIS |
| 1.65% | 0.74% | $5.3M | 19,328 | $2.0M | 18,808 | +520+2.76% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.64% | 0.7% | $5.3M | 9,160 | $1.8M | 8,978 | +182+2.03% | Add |
 ELI LILLY & COLLY |
| 1.47% | 1.39% | $4.8M | 3,978 | $3.7M | 3,976 | +2+0.05% | Add |
 AMAZON COM INCAMZN |
| 1.4% | 1.5% | $4.5M | 18,992 | $3.9M | 18,906 | +86+0.45% | Add |
 WALMART INCWMT |
| 1.35% | 1.83% | $4.4M | 38,731 | $4.8M | 38,571 | +160+0.41% | Add |
 EATON CORP PLCETN |
| 1.34% | 1.37% | $4.3M | 10,179 | $3.6M | 10,023 | +156+1.56% | Add |
 ASML HLDG NVASML |
| 1.31% | 1.06% | $4.2M | 2,126 | $2.8M | 2,111 | +15+0.71% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.26% | 0.53% | $4.1M | 15,030 | $1.4M | 14,935 | +95+0.64% | Add |
 PALO ALTOPANW |
| 1.18% | 0.69% | $3.8M | 11,236 | $1.8M | 11,236 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 1.17% | 0.6% | $3.8M | 5,926 | $1.6M | 5,790 | +136+2.35% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.17% | 1.46% | $3.8M | 7,557 | $3.8M | 7,967 | -410-5.15% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.17% | $3.8M | 10,695 | $3.1M | 10,650 | +45+0.42% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.06% | 1.15% | $3.4M | 23,379 | $3.0M | 23,039 | +340+1.48% | Add |
 MICROSOFT CORPMSFT |
| 1.05% | 1.29% | $3.4M | 9,117 | $3.4M | 9,124 | -7-0.08% | Reduce |
| IISHARES TRIVV |
| 1.02% | 1.09% | $3.3M | 4,393 | $2.9M | 4,393 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.98% | 1.09% | $3.2M | 9,712 | $2.9M | 9,712 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.97% | 1.09% | $3.1M | 3,207 | $2.9M | 3,207 | 00.00% | Unchanged |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.97% | 0.62% | $3.1M | 69,355 | $1.6M | 67,805 | +1,550+2.29% | Add |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 0.94% | 0.9% | $3.1M | 7,755 | $2.4M | 7,503 | +252+3.36% | Add |
| TTERADYNE INCTER |
| 0.94% | — | $3.0M | 6,300 | $0 | 0 | +6,300 | New Buy |
| IISHARES INCIEMG |
| 0.88% | 0.9% | $2.9M | 34,421 | $2.4M | 33,976 | +445+1.31% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.88% | — | $2.8M | 2,952 | $0 | 0 | +2,952 | New Buy |
 QUANTA SVCS INCPWR |
| 0.87% | 0.77% | $2.8M | 3,895 | $2.0M | 3,666 | +229+6.25% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.84% | 0.85% | $2.7M | 18,908 | $2.2M | 18,851 | +57+0.30% | Add |
| IISHARES RUSSELLIWM |
| 0.84% | 0.86% | $2.7M | 9,076 | $2.3M | 9,076 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.84% | 0.91% | $2.7M | 9,354 | $2.4M | 9,354 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 0.8% | 0.87% | $2.6M | 36,195 | $2.3M | 35,796 | +399+1.11% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 1.04% | $2.6M | 2,751 | $2.7M | 2,725 | +26+0.95% | Add |
 DEERE & CODE |
| 0.79% | 0.87% | $2.6M | 4,046 | $2.3M | 4,066 | -20-0.49% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.75% | 0.88% | $2.4M | 9,302 | $2.3M | 9,302 | 00.00% | Unchanged |
 WILLIAMS SONOMA INCWSM |
| 0.74% | 0.71% | $2.4M | 10,271 | $1.9M | 10,271 | 00.00% | Unchanged |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 0.72% | 0.89% | $2.3M | 122,830 | $2.3M | 123,545 | -715-0.58% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.67% | 0.75% | $2.2M | 25,534 | $2.0M | 25,384 | +150+0.59% | Add |
| OOKLO INCOKLO |
| 0.66% | 0.77% | $2.1M | 40,705 | $2.0M | 40,545 | +160+0.39% | Add |
| IISHARES TRIXUS |
| 0.65% | 0.72% | $2.1M | 21,933 | $1.9M | 21,933 | 00.00% | Unchanged |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.64% | 0.7% | $2.1M | 18,854 | $1.8M | 18,854 | 00.00% | Unchanged |
| IISHARES RUSSELL 2000 VALUE ETFIWN |
| 0.63% | 0.67% | $2.1M | 9,285 | $1.8M | 9,335 | -50-0.54% | Reduce |
 HOME DEPOT INCHD |
| 0.62% | 0.72% | $2.0M | 5,717 | $1.9M | 5,705 | +12+0.21% | Add |
