 CHEVRON CORPORATIONCVX |
| 0.52% | 0.08% | $40.3M | 242,884 | $4.5M | 21,786 | +221,098+1,014.86% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.45% | 0.07% | $35.0M | 70,039 | $4.3M | 8,884 | +61,155+688.37% | Add |
 VANECK ETF TRUSTSMH |
| 0.41% | 0.2% | $31.4M | 47,832 | $11.3M | 29,527 | +18,305+61.99% | Add |
 CME GROUP INCCME |
| 0.37% | 0.4% | $28.9M | 130,751 | $23.0M | 77,899 | +52,852+67.85% | Add |
 NETFLIX INCNFLX |
| 0.37% | — | $28.8M | 403,127 | $0 | 0 | +403,127 | New Buy |
 CISCO SYS INCCSCO |
| 0.37% | 0.14% | $28.7M | 243,996 | $7.9M | 102,356 | +141,640+138.38% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.36% | 0.03% | $27.4M | 37,264 | $1.9M | 3,240 | +34,024+1,050.12% | Add |
 PEPSICO INCPEP |
| 0.34% | — | $25.9M | 191,617 | $0 | 0 | +191,617 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.33% | 0.03% | $25.5M | 207,506 | $1.5M | 9,757 | +197,749+2,026.74% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.32% | 0.32% | $24.8M | 580,370 | $18.2M | 289,670 | +290,700+100.36% | Add |
 CONOCOPHILLIPSCOP |
| 0.3% | 0.19% | $22.8M | 219,406 | $11.2M | 84,710 | +134,696+159.01% | Add |
 META PLATFORMS INCMETA |
| 0.29% | 0.02% | $22.4M | 39,811 | $927,995 | 1,622 | +38,189+2,354.44% | Add |
 ANALOG DEVICES INC COMADI |
| 0.28% | 0.03% | $21.8M | 54,930 | $1.8M | 5,804 | +49,126+846.42% | Add |
 ELECTRONIC ARTS INCEA |
| 0.28% | 0.01% | $21.6M | 105,212 | $833,828 | 4,090 | +101,122+2,472.42% | Add |
 QUANTA SVCS INCPWR |
| 0.28% | 0.1% | $21.3M | 29,617 | $5.6M | 10,245 | +19,372+189.09% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.27% | 0.07% | $20.9M | 77,844 | $4.0M | 17,462 | +60,382+345.79% | Add |
 AMAZON COM INCAMZN |
| 0.27% | 0.3% | $20.5M | 86,044 | $17.1M | 82,184 | +3,860+4.70% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.26% | 0.33% | $20.3M | 20,035 | $18.9M | 22,314 | -2,279-10.21% | Reduce |
 PFIZER INCPFE |
| 0.26% | 0.13% | $20.1M | 834,735 | $7.7M | 275,144 | +559,591+203.38% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.26% | 0.02% | $19.8M | 68,055 | $1.2M | 3,560 | +64,495+1,811.66% | Add |
 PPL CORP COMPPL |
| 0.25% | 0.07% | $19.6M | 538,820 | $4.1M | 107,249 | +431,571+402.40% | Add |
 MARRIOTT INTL INC NEWMAR |
| 0.25% | — | $19.1M | 51,527 | $0 | 0 | +51,527 | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 0.25% | <0.01% | $19.0M | 30,522 | $246,472 | 319 | +30,203+9,468.03% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.24% | 0.09% | $18.9M | 47,411 | $4.9M | 10,692 | +36,719+343.42% | Add |
| PPROLOGIS INC. COMPLD |
| 0.23% | 0.03% | $17.9M | 131,841 | $1.6M | 11,832 | +120,009+1,014.27% | Add |
 BLACKROCK INC COMBLK |
| 0.23% | — | $17.5M | 18,251 | $0 | 0 | +18,251 | New Buy |
 FEDEX CORPFDX |
| 0.22% | 0.14% | $17.4M | 55,423 | $8.3M | 23,333 | +32,090+137.53% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.22% | 0.1% | $17.1M | 296,500 | $5.8M | 101,208 | +195,292+192.96% | Add |
 INTUITINTU |
| 0.22% | 0.02% | $16.7M | 63,949 | $1.1M | 2,600 | +61,349+2,359.58% | Add |
 XCEL ENERGY INC COMXEL |
| 0.22% | 0.06% | $16.7M | 207,504 | $3.5M | 44,669 | +162,835+364.54% | Add |
 BROADCOM INCAVGO |
| 0.21% | 0.08% | $16.6M | 43,926 | $4.4M | 14,088 | +29,838+211.80% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.21% | — | $16.4M | 49,776 | $0 | 0 | +49,776 | New Buy |
| IISHARES RUSSELLIWM |
| 0.21% | — | $16.4M | 54,721 | $0 | 0 | +54,721 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.21% | 0.18% | $16.4M | 54,984 | $10.6M | 54,540 | +444+0.81% | Add |
 TECHNIPFMC PLC COMFTI |
| 0.21% | <0.01% | $16.3M | 245,239 | $262,901 | 3,803 | +241,436+6,348.57% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.21% | 0.03% | $16.1M | 16,735 | $1.9M | 4,960 | +11,775+237.40% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.21% | 0.07% | $15.9M | 31,206 | $4.1M | 6,020 | +25,186+418.37% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.21% | 0.05% | $15.9M | 127,579 | $2.6M | 13,148 | +114,431+870.33% | Add |
| CCARVANA CO CL ACVNA |
| 0.2% | 0.06% | $15.7M | 237,997 | $3.2M | 10,281 | +227,716+2,214.92% | Add |
 ORACLE CORPORCL |
| 0.2% | 0.01% | $15.1M | 103,009 | $620,657 | 4,219 | +98,790+2,341.55% | Add |
 MCDONALDS CORPMCD |
| 0.2% | 0.02% | $15.1M | 55,788 | $945,734 | 3,043 | +52,745+1,733.32% | Add |
 PROCTER & GAMBLE COPG |
| 0.19% | — | $14.7M | 100,564 | $0 | 0 | +100,564 | New Buy |
 WORKDAY INCWDAY |
| 0.19% | 0.1% | $14.7M | 119,990 | $5.7M | 43,946 | +76,044+173.04% | Add |
 EQUINIX INCEQIX |
| 0.19% | 0.11% | $14.5M | 13,945 | $6.4M | 6,489 | +7,456+114.90% | Add |
| QQUALCOMM INCQCOM |
| 0.19% | 0.13% | $14.4M | 78,093 | $7.5M | 58,034 | +20,059+34.56% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.19% | 0.09% | $14.4M | 87,858 | $5.3M | 30,841 | +57,017+184.87% | Add |
| TTOPBUILD CORBLD |
| 0.19% | 0.09% | $14.3M | 40,332 | $5.3M | 15,047 | +25,285+168.04% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.18% | — | $14.2M | 119,621 | $0 | 0 | +119,621 | New Buy |
 TRADEWEB MKTS INCTW |
| 0.18% | — | $14.1M | 141,211 | $0 | 0 | +141,211 | New Buy |
 ROSS STORES INC COMROST |
| 0.18% | — | $14.0M | 65,596 | $0 | 0 | +65,596 | New Buy |
