 META PLATFORMS INCMETA |
| 15.16% | 14.91% | $11.5M | 38,368 | $11.0M | 38,368 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 12.8% | 12.81% | $9.7M | 22,362 | $9.5M | 22,362 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 8.03% | 10.26% | $6.1M | 19,338 | $7.6M | 22,236 | -2,898-13.03% | Reduce |
 APPLE INCAAPL |
| 7.53% | 9.21% | $5.7M | 33,426 | $6.8M | 35,058 | -1,632-4.66% | Reduce |
 FORTINET INCFTNT |
| 6.41% | 8.5% | $4.9M | 83,015 | $6.3M | 83,015 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 6.13% | 0.08% | $4.7M | 35,612 | $58,852 | 492 | +35,120+7,138.21% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 5.89% | 4.07% | $4.5M | 1,452 | $3.0M | 1,113 | +339+30.46% | Add |
 CATERPILLAR INCCAT |
| 5.01% | 4.65% | $3.8M | 13,955 | $3.4M | 13,955 | 00.00% | Unchanged |
 CINTAS CORP COMCTAS |
| 4.98% | 5.3% | $3.8M | 7,876 | $3.9M | 7,876 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 4.62% | 4.93% | $3.5M | 8,216 | $3.6M | 8,444 | -228-2.70% | Reduce |
 SALESFORCE INCCRM |
| 3.55% | 2.71% | $2.7M | 13,292 | $2.0M | 9,487 | +3,805+40.11% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 3.49% | 4.13% | $2.7M | 34,008 | $3.0M | 34,008 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 3.34% | 3.8% | $2.5M | 7,092 | $2.8M | 7,592 | -500-6.59% | Reduce |
 AMAZON COM INCAMZN |
| 2.92% | — | $2.2M | 17,459 | $0 | 0 | +17,459 | New Buy |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 2.45% | 2.94% | $1.9M | 1,016 | $2.2M | 1,016 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 2.36% | 0.03% | $1.8M | 6,817 | $24,829 | 85 | +6,732+7,920.00% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.05% | 2.22% | $1.6M | 1,712 | $1.6M | 1,712 | 00.00% | Unchanged |
 AUTOZONE INCAZO |
| 1.92% | 1.94% | $1.5M | 573 | $1.4M | 573 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.31% | 0.31% | $237,854 | 679 | $231,539 | 679 | 00.00% | Unchanged |
| IINVESCO BUYBACK ACHIEVERS ETFPKW |
| 0.17% | 0.18% | $131,086 | 1,457 | $129,221 | 1,457 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 0.13% | 0.14% | $99,195 | 467 | $101,825 | 467 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.12% | 0.13% | $90,410 | 435 | $96,544 | 435 | 00.00% | Unchanged |
 VISA INCV |
| 0.09% | 0.1% | $71,763 | 312 | $73,772 | 312 | 00.00% | Unchanged |
 AON PLC SHS CL AAON |
| 0.08% | 0.08% | $58,360 | 180 | $60,374 | 180 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.05% | 0.05% | $34,617 | 170 | $34,479 | 170 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.03% | 0.03% | $24,183 | 105 | $25,600 | 105 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.03% | 0.03% | $23,733 | 180 | $21,625 | 180 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.03% | 0.03% | $23,722 | 140 | $25,631 | 140 | 00.00% | Unchanged |
 PROGRESSIVE CORPPGR |
| 0.03% | 0.03% | $23,681 | 170 | $22,314 | 170 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.03% | 0.03% | $22,773 | 215 | $24,641 | 215 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.03% | 0.03% | $19,837 | 369 | $18,815 | 369 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.03% | 0.03% | $19,213 | 173 | $20,058 | 173 | 00.00% | Unchanged |
 SCHWAB CHARLES CORPSCHW |
| 0.02% | 0.03% | $18,007 | 328 | $18,627 | 328 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.02% | 0.03% | $17,913 | 174 | $18,966 | 174 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.02% | 0.02% | $16,677 | 115 | $16,599 | 115 | 00.00% | Unchanged |
 AMERICAN TOWER CORP COMAMT |
| 0.02% | 0.02% | $13,978 | 85 | $16,622 | 85 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.02% | 0.02% | $12,563 | 155 | $13,739 | 155 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 0.02% | 0.02% | $12,470 | 80 | $14,381 | 80 | 00.00% | Unchanged |
 TARGET CORP COMTGT |
| 0.02% | 0.02% | $11,610 | 105 | $13,655 | 105 | 00.00% | Unchanged |
 BOEING COBA |
| 0.02% | 0.02% | $11,501 | 60 | $12,726 | 60 | 00.00% | Unchanged |
 IRON MTN INC DEL COMIRM |
| 0.01% | 0.01% | $10,998 | 185 | $10,721 | 185 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.01% | 0.01% | $10,678 | 33 | $10,401 | 33 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 0.01% | — | $10,140 | 105 | $0 | 0 | +105 | New Buy |
