| AAlphabet Inc Class CGOOG |
| 16.4% | 14.6% | $51.3M | 145,202 | $41.6M | 144,879 | +323+0.22% | Add |
 APPLE INCAAPL |
| 13.9% | 13.39% | $43.5M | 150,285 | $38.1M | 150,174 | +111+0.07% | Add |
 VISA INCV |
| 6.74% | 6.44% | $21.1M | 61,429 | $18.3M | 60,627 | +802+1.32% | Add |
 META PLATFORMS INCMETA |
| 6.49% | 7.13% | $20.3M | 36,072 | $20.3M | 35,473 | +599+1.69% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 5.9% | 6.05% | $18.5M | 103,654 | $17.2M | 4,092 | +99,562+2,433.09% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.02% | 4.16% | $12.6M | 25,170 | $11.8M | 24,694 | +476+1.93% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.02% | 3.35% | $12.6M | 62,899 | $9.5M | 54,681 | +8,218+15.03% | Add |
 MASTERCARD INCORPORATEDMA |
| 3.52% | 3.58% | $11.0M | 21,435 | $10.2M | 20,374 | +1,061+5.21% | Add |
 AMAZON COM INCAMZN |
| 2.9% | 2.7% | $9.1M | 38,070 | $7.7M | 36,859 | +1,211+3.29% | Add |
 UBER TECHNOLOGIES INCUBER |
| 2.41% | 2.53% | $7.5M | 104,414 | $7.2M | 100,236 | +4,178+4.17% | Add |
 FLOOR & DECOR HLDGS INCFND |
| 2.4% | 2.18% | $7.5M | 126,586 | $6.2M | 122,194 | +4,392+3.59% | Add |
 MICROSOFT CORPMSFT |
| 2.31% | 2.49% | $7.2M | 19,359 | $7.1M | 19,165 | +194+1.01% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.91% | 2.33% | $6.0M | 35,903 | $6.6M | 38,292 | -2,389-6.24% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.67% | 1.57% | $5.2M | 7,002 | $4.5M | 6,888 | +114+1.66% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.48% | 1.56% | $4.6M | 18,184 | $4.5M | 18,215 | -31-0.17% | Reduce |
 NETFLIX INCNFLX |
| 1.41% | 2.07% | $4.4M | 61,780 | $5.9M | 61,158 | +622+1.02% | Add |
 DOMINOS PIZZA INCDPZ |
| 1.04% | 1.5% | $3.3M | 10,998 | $4.3M | 11,867 | -869-7.32% | Reduce |
 TREX INCTREX |
| 0.95% | 0.78% | $3.0M | 59,379 | $2.2M | 61,224 | -1,845-3.01% | Reduce |
 ELI LILLY & COLLY |
| 0.94% | 0.78% | $2.9M | 2,455 | $2.2M | 2,416 | +39+1.61% | Add |
 STARBUCKS CORPSBUX |
| 0.94% | 1.01% | $2.9M | 28,663 | $2.9M | 32,094 | -3,431-10.69% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.92% | 0.91% | $2.9M | 8,800 | $2.6M | 8,761 | +39+0.45% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.89% | 0.67% | $2.8M | 5,801 | $1.9M | 5,676 | +125+2.20% | Add |
 WELLS FARGO CO NEWWFC |
| 0.88% | 0.93% | $2.8M | 33,284 | $2.6M | 33,186 | +98+0.30% | Add |
 GRACO INCGGG |
| 0.8% | 1.07% | $2.5M | 33,165 | $3.0M | 35,915 | -2,750-7.66% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.72% | 0.83% | $2.3M | 2,423 | $2.4M | 2,383 | +40+1.68% | Add |
| KKINSALE CAP GROUP INCKNSL |
| 0.69% | 0.64% | $2.2M | 6,523 | $1.8M | 5,323 | +1,200+22.54% | Add |
 UNION PAC CORPUNP |
| 0.66% | 0.64% | $2.1M | 7,538 | $1.8M | 7,504 | +34+0.45% | Add |
 FERRARI N V COMRACE |
| 0.62% | 0.44% | $1.9M | 5,192 | $1.2M | 3,689 | +1,503+40.74% | Add |
 RESTAURANT BRANDS INTL INCQSR |
| 0.58% | 0.64% | $1.8M | 24,817 | $1.8M | 24,817 | 00.00% | Unchanged |
 NOVO-NORDISK A SNVO |
| 0.54% | 0.46% | $1.7M | 34,997 | $1.3M | 35,726 | -729-2.04% | Reduce |
 CELSIUS HLDGS INCCELH |
| 0.46% | 0.71% | $1.5M | 49,580 | $2.0M | 56,604 | -7,024-12.41% | Reduce |
 MSCI INCMSCI |
| 0.46% | 0.48% | $1.4M | 2,556 | $1.4M | 2,555 | +1+0.04% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.46% | 0.35% | $1.4M | 1,934 | $983,288 | 1,704 | +230+13.50% | Add |
 MCDONALDS CORPMCD |
| 0.44% | 0.56% | $1.4M | 5,075 | $1.6M | 5,118 | -43-0.84% | Reduce |
| OON HLDG AGONON |
| 0.43% | 0.44% | $1.3M | 37,589 | $1.2M | 36,503 | +1,086+2.98% | Add |
| NNVR INCNVR |
| 0.39% | 0.41% | $1.2M | 180 | $1.2M | 177 | +3+1.69% | Add |
 TJX COS INC NEWTJX |
| 0.39% | 0.45% | $1.2M | 7,988 | $1.3M | 7,988 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 0.37% | 0.35% | $1.2M | 3,122 | $1.0M | 3,122 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.37% | 0.2% | $1.1M | 3,801 | $556,571 | 378 | +3,423+905.56% | Add |
 VERISIGN INCVRSN |
| 0.36% | 0.4% | $1.1M | 4,534 | $1.2M | 4,634 | -100-2.16% | Reduce |
 COCA COLA COKO |
| 0.35% | 0.36% | $1.1M | 13,524 | $1.0M | 13,524 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 0.34% | 0.32% | $1.1M | 1,408 | $919,720 | 1,408 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.34% | 0.31% | $1.1M | 18,438 | $894,341 | 18,345 | +93+0.51% | Add |
 BROADCOM INCAVGO |
| 0.33% | 0.29% | $1.0M | 2,706 | $817,106 | 2,640 | +66+2.50% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.31% | 0.25% | $961,392 | 10,002 | $724,745 | 10,002 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.3% | 0.3% | $930,774 | 2,639 | $845,279 | 2,570 | +69+2.68% | Add |
 TRANSDIGM GROUP INCTDG |
| 0.29% | 0.27% | $913,779 | 686 | $773,026 | 667 | +19+2.85% | Add |
 NIKE INCNKE |
| 0.28% | 0.77% | $873,632 | 21,282 | $2.2M | 41,637 | -20,355-48.89% | Reduce |
| IISHARES S&PIUSG |
| 0.28% | 0.25% | $862,393 | 4,585 | $711,179 | 4,585 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.27% | 0.32% | $833,659 | 3,781 | $905,143 | 3,831 | -50-1.31% | Reduce |
