 CISCO SYS INCCSCO |
| 1.48% | 1.23% | $2.51B | 21.4M | $1.72B | 22.1M | -780,648-3.53% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.28% | 1.3% | $2.17B | 10.9M | $1.82B | 10.4M | +442,855+4.25% | Add |
 BROADCOM INCAVGO |
| 1.14% | 1.14% | $1.94B | 5.1M | $1.60B | 5.2M | -34,247-0.66% | Reduce |
 ALPHABET INCGOOGL |
| 1.14% | 1.01% | $1.93B | 5.4M | $1.41B | 4.9M | +506,546+10.34% | Add |
 PALO ALTOPANW |
| 1.05% | 0.74% | $1.79B | 5.3M | $1.04B | 6.5M | -1.2M-18.72% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.05% | 0.63% | $1.78B | 2.5M | $885.0M | 2.6M | -127,132-4.91% | Reduce |
 MICROSOFT CORPMSFT |
| 1.02% | 1.09% | $1.74B | 4.7M | $1.53B | 4.1M | +535,152+12.95% | Add |
 APPLE INCAAPL |
| 0.99% | 0.95% | $1.69B | 5.8M | $1.32B | 5.2M | +619,432+11.88% | Add |
 FORTINET INCFTNT |
| 0.98% | 0.67% | $1.66B | 10.8M | $940.3M | 11.5M | -690,359-6.00% | Reduce |
 KLA CORPKLAC |
| 0.95% | 0.6% | $1.61B | 5.3M | $833.2M | 565,850 | +4.8M+843.88% | Add |
 LAM RESEARCH CORPLRCX |
| 0.92% | 0.65% | $1.57B | 3.6M | $902.8M | 4.2M | -608,094-14.39% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.85% | 0.72% | $1.45B | 1.9M | $1.01B | 2.6M | -684,012-26.47% | Reduce |
 QUANTA SVCS INCPWR |
| 0.82% | 0.39% | $1.40B | 1.9M | $551.2M | 1.0M | +941,311+93.76% | Add |
 EATON CORP PLCETN |
| 0.78% | 0.59% | $1.33B | 3.1M | $821.5M | 2.3M | +828,773+36.08% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.78% | 0.27% | $1.33B | 1.1M | $384.1M | 1.1M | +11,622+1.02% | Add |
 META PLATFORMS INCMETA |
| 0.73% | 0.77% | $1.25B | 2.2M | $1.08B | 1.9M | +329,545+17.50% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.72% | 0.54% | $1.23B | 8.4M | $754.5M | 5.8M | +2.7M+46.37% | Add |
 GE VERNOVA INCGEV |
| 0.7% | 0.6% | $1.19B | 1.0M | $836.8M | 958,698 | +51,480+5.37% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.6% | 0.58% | $1.03B | 3.6M | $807.3M | 3.3M | +318,471+9.56% | Add |
 AMAZON COM INCAMZN |
| 0.59% | 0.65% | $1.00B | 4.2M | $902.9M | 4.3M | -124,324-2.87% | Reduce |
 CLOUDFLARE INCNET |
| 0.54% | 0.56% | $921.4M | 3.8M | $778.7M | 3.8M | -17,383-0.46% | Reduce |
| FFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.49% | 0.5% | $840.0M | 3.4M | $705.9M | 3.5M | -126,368-3.60% | Reduce |
| MMUELLER INDS INCMLI |
| 0.49% | 0.44% | $839.9M | 6.8M | $619.8M | 5.6M | +1.2M+22.13% | Add |
 SNAP ON INCSNA |
| 0.49% | 0.53% | $833.1M | 2.1M | $738.5M | 2.0M | +37,115+1.83% | Add |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.48% | 0.46% | $813.5M | 2.9M | $647.7M | 4.4M | -1.5M-35.00% | Reduce |
| FFIRST TRUSTQTEC |
| 0.48% | <0.01% | $812.9M | 2.4M | $468,244 | 2,168 | +2.4M+111,933.39% | Add |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.48% | — | $809.3M | 3.7M | $0 | 0 | +3.7M | New Buy |
| FFIRST TRUST NASDAQ TRANSPORTATION ETFFTXR |
| 0.47% | 0.48% | $800.8M | 17.6M | $669.3M | 17.6M | +10,640+0.06% | Add |
 ORACLE CORPORCL |
| 0.46% | 0.38% | $782.1M | 5.3M | $534.5M | 3.6M | +1.7M+46.90% | Add |
 ARISTA NETWORKS INCANET |
| 0.46% | 0.38% | $780.0M | 4.6M | $531.4M | 4.3M | +263,488+6.09% | Add |
 CINCINNATI FINL CORP COMCINF |
| 0.45% | 0.24% | $767.4M | 4.1M | $331.1M | 2.1M | +2.0M+96.97% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.44% | 0.26% | $752.0M | 895,943 | $357.6M | 877,990 | +17,953+2.04% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.44% | 0.41% | $743.4M | 375,090 | $573.5M | 415,886 | -40,796-9.81% | Reduce |
 ROSS STORES INC COMROST |
| 0.43% | 0.57% | $727.8M | 3.4M | $800.3M | 3.7M | -274,994-7.44% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 0.43% | 0.39% | $726.3M | 8.2M | $543.8M | 6.2M | +2.0M+33.17% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.43% | 0.53% | $726.0M | 17.1M | $738.3M | 14.7M | +2.4M+16.58% | Add |
 DATADOG INCDDOG |
| 0.43% | 0.31% | $723.8M | 2.8M | $435.1M | 3.7M | -905,488-24.57% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.42% | 0.47% | $721.1M | 2.2M | $657.9M | 2.2M | -33,430-1.49% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.42% | 0.36% | $716.8M | 2.4M | $503.4M | 2.6M | -188,056-7.25% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.42% | 0.49% | $706.4M | 755,150 | $689.8M | 692,252 | +62,898+9.09% | Add |
 SALESFORCE INCCRM |
| 0.41% | 0.5% | $702.5M | 4.5M | $693.1M | 3.7M | +771,326+20.77% | Add |
 VISA INCV |
| 0.41% | 0.4% | $694.9M | 2.0M | $565.4M | 1.9M | +154,830+8.28% | Add |
| BBANK OF AMER CORPBAC |
| 0.4% | 0.35% | $677.4M | 11.9M | $485.2M | 10.0M | +1.9M+19.46% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.4% | 0.36% | $672.3M | 3.0M | $507.5M | 2.5M | +504,168+20.18% | Add |
 US BANCORPUSB |
| 0.39% | 0.3% | $668.8M | 11.1M | $422.3M | 8.1M | +3.0M+36.38% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.39% | 0.46% | $667.4M | 482,781 | $646.6M | 591,353 | -108,572-18.36% | Reduce |
 GE AEROSPACEGE |
| 0.39% | 0.39% | $660.8M | 1.8M | $550.7M | 1.9M | -172,602-8.89% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.38% | 0.63% | $651.9M | 3.9M | $885.3M | 4.3M | -346,290-8.09% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.38% | 0.49% | $651.5M | 5.2M | $690.5M | 3.5M | +1.8M+50.36% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.38% | 0.35% | $650.5M | 2.8M | $485.8M | 2.7M | +125,974+4.73% | Add |
