 QUANTA SVCS INCPWR |
| 7.55% | 7.01% | $101.7M | 141,309 | $86.7M | 157,960 | -16,651-10.54% | Reduce |
 PALO ALTOPANW |
| 5.79% | 3.16% | $78.0M | 228,607 | $39.0M | 243,483 | -14,876-6.11% | Reduce |
 APPLE INCAAPL |
| 5.72% | 5.76% | $77.0M | 266,099 | $71.3M | 280,814 | -14,715-5.24% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.2% | 4.82% | $70.1M | 198,282 | $59.6M | 207,855 | -9,573-4.61% | Reduce |
 ALPHABET INCGOOGL |
| 3.98% | 3.63% | $53.6M | 149,892 | $44.9M | 156,165 | -6,273-4.02% | Reduce |
 AMAZON COM INCAMZN |
| 3.5% | 3.5% | $47.2M | 198,001 | $43.2M | 207,550 | -9,549-4.60% | Reduce |
 VISA INCV |
| 3.3% | 3.32% | $44.4M | 129,395 | $41.1M | 135,917 | -6,522-4.80% | Reduce |
 META PLATFORMS INCMETA |
| 2.84% | 3.32% | $38.2M | 67,808 | $41.0M | 71,745 | -3,937-5.49% | Reduce |
 DEERE & CODE |
| 2.8% | 2.9% | $37.8M | 59,530 | $35.8M | 63,630 | -4,100-6.44% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.8% | 2.52% | $37.8M | 188,690 | $31.1M | 178,433 | +10,257+5.75% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.46% | 2.75% | $33.2M | 66,264 | $34.0M | 71,015 | -4,751-6.69% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 2.37% | 2.56% | $31.9M | 178,758 | $31.7M | 7,532 | +171,226+2,273.31% | Add |
 IQVIA HLDGS INCIQV |
| 1.73% | 1.78% | $23.4M | 120,941 | $22.0M | 128,769 | -7,828-6.08% | Reduce |
| SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.7% | 1.67% | $22.9M | 737,035 | $20.6M | 739,590 | -2,555-0.35% | Reduce |
 RESMED INCRMD |
| 1.67% | 2.17% | $22.6M | 115,745 | $26.9M | 119,824 | -4,079-3.40% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.48% | 1.66% | $19.9M | 275,959 | $20.6M | 286,237 | -10,278-3.59% | Reduce |
 MICROSOFT CORPMSFT |
| 1.44% | 1.54% | $19.4M | 51,895 | $19.0M | 51,369 | +526+1.02% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.43% | 1.34% | $19.3M | 28,141 | $16.6M | 27,802 | +339+1.22% | Add |
 JACOBS SOLUTIONS INCJ |
| 1.43% | 1.62% | $19.3M | 153,088 | $20.0M | 157,366 | -4,278-2.72% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.28% | 1.8% | $17.3M | 27,703 | $22.2M | 28,735 | -1,032-3.59% | Reduce |
 STARBUCKS CORPSBUX |
| 1.23% | 1.24% | $16.6M | 161,961 | $15.4M | 171,816 | -9,855-5.74% | Reduce |
 PEPSICO INCPEP |
| 1.17% | 1.49% | $15.8M | 116,493 | $18.4M | 118,364 | -1,871-1.58% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 1.08% | 1.22% | $14.5M | 95,949 | $15.1M | 96,025 | -76-0.08% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.05% | 0.73% | $14.1M | 55,518 | $9.1M | 60,020 | -4,502-7.50% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 1% | 0.86% | $13.5M | 77,758 | $10.6M | 90,444 | -12,686-14.03% | Reduce |
 BROOKFIELD RENEWABLE CORPBEPC |
| 1% | 1.27% | $13.4M | 362,218 | $15.6M | 392,812 | -30,594-7.79% | Reduce |
 DISNEY WALT CODIS |
| 0.9% | 1.05% | $12.1M | 126,074 | $12.9M | 134,135 | -8,061-6.01% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.87% | 0.87% | $11.7M | 129,607 | $10.7M | 133,815 | -4,208-3.14% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.85% | 0.91% | $11.4M | 44,934 | $11.2M | 45,876 | -942-2.05% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.83% | 0.76% | $11.2M | 42,509 | $9.5M | 45,248 | -2,739-6.05% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.8% | 0.73% | $10.7M | 124,346 | $9.0M | 20,707 | +103,639+500.50% | Add |
 EXXON MOBIL CORPXOM |
| 0.79% | 1.1% | $10.7M | 78,246 | $13.6M | 80,209 | -1,963-2.45% | Reduce |
 ECOLAB INCECL |
| 0.77% | 0.86% | $10.4M | 37,344 | $10.6M | 39,917 | -2,573-6.45% | Reduce |
| SSCHWAB STRATEGIC TRSCHC |
| 0.75% | 0.76% | $10.1M | 190,518 | $9.4M | 191,340 | -822-0.43% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.73% | 0.89% | $9.8M | 33,458 | $11.0M | 37,936 | -4,478-11.80% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.71% | 0.71% | $9.6M | 29,204 | $8.8M | 29,992 | -788-2.63% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.7% | 0.77% | $9.4M | 22,990 | $9.6M | 22,466 | +524+2.33% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.68% | 0.7% | $9.2M | 180,974 | $8.7M | 174,138 | +6,836+3.93% | Add |
 ASML HLDG NVASML |
| 0.68% | 0.5% | $9.1M | 4,572 | $6.1M | 4,644 | -72-1.55% | Reduce |
 VEEVA SYS INCVEEV |
| 0.66% | 0.66% | $8.8M | 49,843 | $8.1M | 46,368 | +3,475+7.49% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.62% | 0.72% | $8.3M | 50,798 | $8.9M | 51,437 | -639-1.24% | Reduce |
 XYLEM INCXYL |
| 0.62% | 0.67% | $8.3M | 70,141 | $8.3M | 69,061 | +1,080+1.56% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.56% | 0.54% | $7.5M | 34,613 | $6.6M | 33,876 | +737+2.18% | Add |
 WALMART INCWMT |
| 0.54% | 0.84% | $7.2M | 63,712 | $10.3M | 83,180 | -19,468-23.40% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.5% | 0.63% | $6.7M | 16,831 | $7.8M | 16,966 | -135-0.80% | Reduce |
 INVITATION HOMES INCINVH |
| 0.46% | 0.48% | $6.2M | 203,826 | $5.9M | 236,644 | -32,818-13.87% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 0.45% | 0.53% | $6.1M | 190,409 | $6.6M | 195,839 | -5,430-2.77% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.44% | 0.36% | $5.9M | 7,931 | $4.5M | 6,855 | +1,076+15.70% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.43% | 0.39% | $5.8M | 15,617 | $4.9M | 15,147 | +470+3.10% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.43% | 0.41% | $5.8M | 20,452 | $5.0M | 20,792 | -340-1.64% | Reduce |
