| MMUELLER INDS INCMLI |
| 12.02% | 14.67% | $3.2M | 25,857 | $3.4M | 30,593 | -4,736-15.48% | Reduce |
 AMPHENOL CORPAPH |
| 10.47% | — | $2.8M | 15,695 | $0 | 0 | +15,695 | New Buy |
 WW GRAINGER INCGWW |
| 10.25% | 11.99% | $2.7M | 1,992 | $2.8M | 2,541 | -549-21.61% | Reduce |
 HUBBELL INCHUBB |
| 10.25% | 12.71% | $2.7M | 5,178 | $2.9M | 5,986 | -808-13.50% | Reduce |
 ALPHABET INCGOOGL |
| 9.65% | 11.14% | $2.6M | 7,138 | $2.6M | 8,955 | -1,817-20.29% | Reduce |
 BROADCOM INCAVGO |
| 9.41% | 10.62% | $2.5M | 6,584 | $2.5M | 7,929 | -1,345-16.96% | Reduce |
 ISHARES MBSACGL |
| 8.33% | 6.8% | $2.2M | 22,679 | $1.6M | 16,366 | +6,313+38.57% | Add |
 NETFLIX INCNFLX |
| 6.37% | — | $1.7M | 23,579 | $0 | 0 | +23,579 | New Buy |
 SHERWIN WILLIAMS COSHW |
| 5.37% | 5.72% | $1.4M | 4,127 | $1.3M | 4,127 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 4.31% | 4.94% | $1.1M | 12,360 | $1.1M | 12,360 | 00.00% | Unchanged |
| IINTERDIGITAL INCIDCC |
| 4.28% | — | $1.1M | 4,000 | $0 | 0 | +4,000 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.38% | — | $629,995 | 7,238 | $0 | 0 | +7,238 | New Buy |
 META PLATFORMS INCMETA |
| 2.37% | — | $626,941 | 1,113 | $0 | 0 | +1,113 | New Buy |
 AUTOZONE INCAZO |
| 2.37% | 4.11% | $626,404 | 196 | $949,156 | 281 | -85-30.25% | Reduce |
 SPROUTS FMRS MKT INCSFM |
| 2.18% | — | $576,158 | 6,812 | $0 | 0 | +6,812 | New Buy |
