 NVIDIA CORPORATIONNVDA |
| 5.25% | 5.59% | $35.3M | 176,437 | $31.0M | 177,816 | -1,379-0.78% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.96% | 4.66% | $26.6M | 53,198 | $25.8M | 53,932 | -734-1.36% | Reduce |
| IINVESCO QQQ TRVOO |
| 3.83% | 3.61% | $25.8M | 35,032 | $20.0M | 34,638 | +394+1.14% | Add |
 CORNING INCGLW |
| 3.02% | 1.97% | $20.3M | 79,621 | $10.9M | 80,221 | -600-0.75% | Reduce |
 BROADCOM INCAVGO |
| 2.98% | 2.97% | $20.0M | 52,990 | $16.5M | 53,176 | -186-0.35% | Reduce |
 APPLE INCAAPL |
| 2.01% | 2.1% | $13.5M | 46,760 | $11.6M | 45,816 | +944+2.06% | Add |
 CATERPILLAR INCCAT |
| 1.69% | 1.37% | $11.4M | 10,677 | $7.6M | 10,704 | -27-0.25% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.52% | 0.86% | $10.3M | 14,183 | $4.8M | 14,023 | +160+1.14% | Add |
 CELESTICA INCCLS |
| 1.44% | 1.34% | $9.7M | 26,581 | $7.4M | 26,339 | +242+0.92% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.32% | 0.56% | $8.9M | 20,588 | $3.1M | 19,054 | +1,534+8.05% | Add |
| QQUALCOMM INCQCOM |
| 1.25% | 1.03% | $8.4M | 45,445 | $5.7M | 44,329 | +1,116+2.52% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.22% | 0.47% | $8.2M | 27,568 | $2.6M | 26,467 | +1,101+4.16% | Add |
 RYDER SYS INCR |
| 1.04% | 0.97% | $7.0M | 26,534 | $5.4M | 26,330 | +204+0.77% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.02% | 0.41% | $6.9M | 25,352 | $2.3M | 24,363 | +989+4.06% | Add |
 JOHNSON & JOHNSONJNJ |
| 1% | 1.17% | $6.7M | 26,544 | $6.5M | 26,568 | -24-0.09% | Reduce |
 MICROSOFT CORPMSFT |
| 0.98% | 1.21% | $6.6M | 17,694 | $6.7M | 18,066 | -372-2.06% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.97% | 1.23% | $6.5M | 74,562 | $6.8M | 73,259 | +1,303+1.78% | Add |
 TEXAS INSTRS INCTXN |
| 0.96% | 0.76% | $6.5M | 21,742 | $4.2M | 21,744 | -2-0.01% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.94% | 0.31% | $6.3M | 5,473 | $1.7M | 5,150 | +323+6.27% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.92% | 0.93% | $6.2M | 27,655 | $5.1M | 27,567 | +88+0.32% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.9% | 0.52% | $6.1M | 7,226 | $2.9M | 7,117 | +109+1.53% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.9% | 0.36% | $6.1M | 10,418 | $2.0M | 9,874 | +544+5.51% | Add |
 ALPHABET INCGOOGL |
| 0.88% | 0.83% | $5.9M | 16,555 | $4.6M | 15,964 | +591+3.70% | Add |
 IES HOLDINGS INCIESC |
| 0.85% | 0.65% | $5.7M | 7,759 | $3.6M | 7,591 | +168+2.21% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.79% | 0.99% | $5.3M | 166,526 | $5.5M | 164,469 | +2,057+1.25% | Add |
 MORGAN STANLEYMS |
| 0.78% | 0.74% | $5.2M | 24,998 | $4.1M | 25,003 | -5-0.02% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.7% | $4.8M | 13,464 | $3.9M | 13,543 | -79-0.58% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.7% | 0.96% | $4.7M | 142,151 | $5.3M | 139,100 | +3,051+2.19% | Add |
 TWILIO INCTWLO |
| 0.66% | 0.47% | $4.5M | 21,616 | $2.6M | 20,656 | +960+4.65% | Add |
| PPOWELL INDS INCPOWL |
| 0.65% | 0.49% | $4.4M | 15,383 | $2.7M | 5,035 | +10,348+205.52% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.65% | 0.9% | $4.4M | 8,570 | $5.0M | 8,216 | +354+4.31% | Add |
 GETTY RLTY CORP NEWGTY |
| 0.65% | 0.73% | $4.4M | 130,558 | $4.1M | 127,790 | +2,768+2.17% | Add |
 ALPINE INCOME PPTY TR INC COMPINE |
| 0.65% | 0.66% | $4.3M | 209,111 | $3.7M | 204,479 | +4,632+2.27% | Add |
 HA SUSTAINABLE INFRA REIHASI |
| 0.62% | 0.71% | $4.2M | 107,630 | $3.9M | 107,100 | +530+0.49% | Add |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.61% | 0.42% | $4.1M | 27,614 | $2.3M | 27,626 | -12-0.04% | Reduce |
| IINVESCO EXCHANGE TRADED FD TXLG |
| 0.61% | 0.64% | $4.1M | 66,721 | $3.6M | 65,188 | +1,533+2.35% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.6% | 0.87% | $4.1M | 96,032 | $4.8M | 96,119 | -87-0.09% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.35% | $4.0M | 9,254 | $2.0M | 9,176 | +78+0.85% | Add |
 CARETRUST REIT INCCTRE |
| 0.59% | 0.67% | $4.0M | 98,847 | $3.7M | 100,708 | -1,861-1.85% | Reduce |
 3M CO COMMMM |
| 0.59% | 0.66% | $4.0M | 24,622 | $3.7M | 25,246 | -624-2.47% | Reduce |
 KLA CORPKLAC |
| 0.59% | 0.32% | $4.0M | 13,207 | $1.8M | 1,211 | +11,996+990.59% | Add |
 ARES CAPITALARCC |
| 0.59% | 0.69% | $4.0M | 214,953 | $3.8M | 212,106 | +2,847+1.34% | Add |
| AARGAN INCAGX |
| 0.59% | 0.5% | $4.0M | 4,982 | $2.8M | 5,116 | -134-2.62% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.57% | 0.66% | $3.8M | 35,549 | $3.7M | 37,381 | -1,832-4.90% | Reduce |
 REALTY INCOME CORP COMO |
| 0.56% | 0.66% | $3.8M | 60,928 | $3.7M | 59,993 | +935+1.56% | Add |
 TAPESTRY INCTPR |
| 0.56% | 0.64% | $3.8M | 25,779 | $3.6M | 25,264 | +515+2.04% | Add |
 VICI PPTYS INC COMVICI |
| 0.53% | 0.68% | $3.6M | 133,738 | $3.7M | 137,166 | -3,428-2.50% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.52% | 0.65% | $3.5M | 60,684 | $3.6M | 59,220 | +1,464+2.47% | Add |
 BROOKFIELD INFRASTRUCTURE COBIPC |
| 0.51% | 0.63% | $3.5M | 89,967 | $3.5M | 88,389 | +1,578+1.79% | Add |
 STARWOOD PPTY TR INCSTWD |
| 0.51% | 0.64% | $3.4M | 208,379 | $3.5M | 204,572 | +3,807+1.86% | Add |
