| FFIRST TR EXCHANGE-TRADED FDSCIO |
| 6.46% | 6.89% | $59.3M | 2.9M | $49.3M | 2.4M | +481,148+20.14% | Add |
| SSTATE STREETSPIB |
| 6.37% | 6.73% | $58.4M | 1.7M | $48.1M | 1.4M | +311,753+21.73% | Add |
 APPLE INCAAPL |
| 4.43% | 5.1% | $40.7M | 140,696 | $36.5M | 143,806 | -3,110-2.16% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.02% | 3.58% | $36.9M | 184,436 | $25.6M | 147,045 | +37,391+25.43% | Add |
 MICROSOFT CORPMSFT |
| 3.73% | 3.33% | $34.3M | 91,869 | $23.8M | 64,270 | +27,599+42.94% | Add |
| AAlphabet Inc Class CGOOG |
| 3.69% | 3.73% | $33.9M | 95,828 | $26.7M | 93,056 | +2,772+2.98% | Add |
 AMAZON COM INCAMZN |
| 3.62% | 3.97% | $33.3M | 139,607 | $28.4M | 136,464 | +3,143+2.30% | Add |
 BROADCOM INCAVGO |
| 3.42% | 3.19% | $31.4M | 83,182 | $22.8M | 73,764 | +9,418+12.77% | Add |
 ELI LILLY & COLLY |
| 3.35% | 3.08% | $30.7M | 25,619 | $22.0M | 23,956 | +1,663+6.94% | Add |
| CCOMFORT SYS USA INCFIX |
| 3.15% | 2.76% | $28.9M | 14,590 | $19.7M | 14,321 | +269+1.88% | Add |
 LAM RESEARCH CORPLRCX |
| 2.92% | 1.43% | $26.8M | 61,856 | $10.2M | 47,925 | +13,931+29.07% | Add |
 ARISTA NETWORKS INCANET |
| 2.59% | 2.16% | $23.7M | 139,736 | $15.5M | 125,853 | +13,883+11.03% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.54% | 3.32% | $23.3M | 24,939 | $23.7M | 23,816 | +1,123+4.72% | Add |
 WALMART INCWMT |
| 2.54% | 3.35% | $23.3M | 205,911 | $23.9M | 192,587 | +13,324+6.92% | Add |
 META PLATFORMS INCMETA |
| 2.5% | 3.06% | $22.9M | 40,698 | $21.9M | 38,255 | +2,443+6.39% | Add |
 PROGRESSIVE CORPPGR |
| 2.18% | 2.35% | $20.0M | 91,668 | $16.8M | 84,778 | +6,890+8.13% | Add |
 ASML HLDG NVASML |
| 2.14% | 1.06% | $19.6M | 9,871 | $7.6M | 5,728 | +4,143+72.33% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.07% | 0.92% | $19.0M | 32,708 | $6.6M | 32,455 | +253+0.78% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.06% | 2.38% | $18.9M | 36,776 | $17.0M | 34,114 | +2,662+7.80% | Add |
 GE AEROSPACEGE |
| 1.99% | 1.84% | $18.3M | 48,833 | $13.2M | 46,369 | +2,464+5.31% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.95% | — | $17.9M | 104,759 | $0 | 0 | +104,759 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.8% | 1.56% | $16.6M | 34,692 | $11.2M | 33,121 | +1,571+4.74% | Add |
 MORGAN STANLEYMS |
| 1.65% | 1.63% | $15.2M | 72,568 | $11.6M | 70,639 | +1,929+2.73% | Add |
 CBOE GLOBAL MKTS INCCBOE |
| 1.63% | 2.26% | $15.0M | 61,693 | $16.2M | 57,618 | +4,075+7.07% | Add |
 HEICO CORP NEWHEI |
| 1.55% | 1.45% | $14.2M | 39,847 | $10.4M | 37,893 | +1,954+5.16% | Add |
 TESLA INCTSLA |
| 1.54% | 1.66% | $14.1M | 33,508 | $11.9M | 31,902 | +1,606+5.03% | Add |
 JPMORGAN CHASE & COJPM |
| 1.53% | 1.7% | $14.0M | 42,895 | $12.1M | 41,251 | +1,644+3.99% | Add |
 CINTAS CORP COMCTAS |
| 1.5% | 1.76% | $13.8M | 80,899 | $12.6M | 74,384 | +6,515+8.76% | Add |
 LINDE PLCLIN |
| 1.43% | 1.67% | $13.1M | 25,334 | $11.9M | 24,073 | +1,261+5.24% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.28% | 0.79% | $11.7M | 13,976 | $5.6M | 13,853 | +123+0.89% | Add |
 TJX COS INC NEWTJX |
| 1.27% | 1.62% | $11.6M | 76,776 | $11.6M | 72,432 | +4,344+6.00% | Add |
 RTX CORPORATIONRTX |
| 1.21% | 1.49% | $11.1M | 58,495 | $10.6M | 55,185 | +3,310+6.00% | Add |
 NETFLIX INCNFLX |
| 1.14% | 1.86% | $10.5M | 146,897 | $13.3M | 138,497 | +8,400+6.07% | Add |
 NEWMONT CORPNEM |
| 1.13% | 1.57% | $10.3M | 110,651 | $11.2M | 103,855 | +6,796+6.54% | Add |
 VEEVA SYS INCVEEV |
| 1.11% | 0.95% | $10.2M | 57,362 | $6.8M | 38,521 | +18,841+48.91% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.01% | 1.09% | $9.3M | 18,666 | $7.8M | 17,389 | +1,277+7.34% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.95% | 1% | $8.7M | 17,740 | $7.1M | 17,112 | +628+3.67% | Add |
 PALO ALTOPANW |
| 0.87% | 0.52% | $8.0M | 23,323 | $3.7M | 22,994 | +329+1.43% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.85% | 1.18% | $7.8M | 19,668 | $8.5M | 18,379 | +1,289+7.01% | Add |
 INTUITINTU |
| 0.84% | 0.97% | $7.7M | 29,664 | $6.9M | 16,041 | +13,623+84.93% | Add |
 EATON CORP PLCETN |
| 0.76% | 0.79% | $7.0M | 16,417 | $5.7M | 15,894 | +523+3.29% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.76% | 0.04% | $6.9M | 6,005 | $306,596 | 907 | +5,098+562.07% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.7% | 0.91% | $6.5M | 33,167 | $6.5M | 31,979 | +1,188+3.71% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.69% | 0.8% | $6.3M | 45,985 | $5.7M | 43,607 | +2,378+5.45% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.68% | 0.77% | $6.3M | 18,254 | $5.5M | 17,282 | +972+5.62% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.67% | 1.02% | $6.2M | 52,755 | $7.3M | 49,950 | +2,805+5.62% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.67% | 0.84% | $6.1M | 48,333 | $6.0M | 45,807 | +2,526+5.51% | Add |
 WASTE MGMT INC DELWM |
| 0.63% | 0.78% | $5.7M | 25,760 | $5.6M | 24,428 | +1,332+5.45% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.62% | 0.99% | $5.7M | 11,230 | $7.1M | 10,423 | +807+7.74% | Add |
 ORACLE CORPORCL |
| 0.38% | 0.47% | $3.4M | 23,515 | $3.4M | 22,916 | +599+2.61% | Add |
