 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 5.1% | 3.6% | $11.3M | 11,690 | $6.6M | 16,783 | -5,093-30.35% | Reduce |
 CATERPILLAR INCCAT |
| 4.57% | 4.01% | $10.1M | 9,493 | $7.3M | 10,337 | -844-8.16% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.8% | 2.65% | $8.4M | 19,405 | $4.8M | 22,679 | -3,274-14.44% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.79% | 2.15% | $8.4M | 19,443 | $3.9M | 23,872 | -4,429-18.55% | Reduce |
 BROADCOM INCAVGO |
| 3.65% | 3.81% | $8.1M | 21,372 | $7.0M | 22,502 | -1,130-5.02% | Reduce |
 APPLE INCAAPL |
| 3.61% | 3.84% | $8.0M | 27,571 | $7.0M | 27,626 | -55-0.20% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.42% | 3.66% | $7.6M | 37,795 | $6.7M | 38,266 | -471-1.23% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.06% | 3.11% | $6.8M | 19,167 | $5.7M | 19,785 | -618-3.12% | Reduce |
 UNITED RENTALS INCURI |
| 2.87% | 2.22% | $6.3M | 5,604 | $4.0M | 5,555 | +49+0.88% | Add |
 DEERE & CODE |
| 2.7% | 2.91% | $6.0M | 9,410 | $5.3M | 9,441 | -31-0.33% | Reduce |
 AMAZON COM INCAMZN |
| 2.69% | 2.85% | $5.9M | 24,962 | $5.2M | 24,983 | -21-0.08% | Reduce |
 MICROSOFT CORPMSFT |
| 2.38% | 2.81% | $5.3M | 14,132 | $5.1M | 13,853 | +279+2.01% | Add |
 META PLATFORMS INCMETA |
| 2.32% | 2.58% | $5.1M | 9,104 | $4.7M | 8,243 | +861+10.45% | Add |
 ABBVIE INCABBV |
| 2.07% | 2.13% | $4.6M | 18,170 | $3.9M | 17,914 | +256+1.43% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.93% | 2.49% | $4.3M | 4,575 | $4.5M | 4,559 | +16+0.35% | Add |
 HOME DEPOT INCHD |
| 1.62% | 1.96% | $3.6M | 10,173 | $3.6M | 10,891 | -718-6.59% | Reduce |
 CUMMINS INCCMI |
| 1.55% | 1.44% | $3.4M | 4,804 | $2.6M | 4,886 | -82-1.68% | Reduce |
 VISA INCV |
| 1.47% | 1.56% | $3.2M | 9,464 | $2.8M | 9,401 | +63+0.67% | Add |
 RTX CORPORATIONRTX |
| 1.46% | 1.83% | $3.2M | 17,041 | $3.3M | 17,311 | -270-1.56% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.44% | 1.35% | $3.2M | 6,682 | $2.5M | 7,279 | -597-8.20% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.34% | 1.47% | $3.0M | 9,038 | $2.7M | 9,107 | -69-0.76% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.34% | 2.01% | $3.0M | 21,631 | $3.7M | 21,631 | 00.00% | Unchanged |
 3M CO COMMMM |
| 1.28% | 1.5% | $2.8M | 17,460 | $2.7M | 18,897 | -1,437-7.60% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.26% | 1.3% | $2.8M | 49,101 | $2.4M | 48,848 | +253+0.52% | Add |
 WW GRAINGER INCGWW |
| 1.18% | 1.15% | $2.6M | 1,922 | $2.1M | 1,928 | -6-0.31% | Reduce |
 GE VERNOVA INCGEV |
| 1.16% | 1.03% | $2.6M | 2,178 | $1.9M | 2,163 | +15+0.69% | Add |
 PALO ALTOPANW |
| 1.07% | 0.69% | $2.4M | 6,926 | $1.3M | 7,890 | -964-12.22% | Reduce |
 GE AEROSPACEGE |
| 1.06% | 0.94% | $2.3M | 6,285 | $1.7M | 6,022 | +263+4.37% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.99% | 1.03% | $2.2M | 24,799 | $1.9M | 24,743 | +56+0.23% | Add |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 0.97% | 1.04% | $2.1M | 14,614 | $1.9M | 14,837 | -223-1.50% | Reduce |
| CCITIGROUP INCC |
| 0.9% | 0.89% | $2.0M | 14,166 | $1.6M | 14,249 | -83-0.58% | Reduce |
 KLA CORPKLAC |
| 0.86% | 0.55% | $1.9M | 6,273 | $1.0M | 683 | +5,590+818.45% | Add |
 WALMART INCWMT |
| 0.84% | 1.13% | $1.9M | 16,446 | $2.1M | 16,588 | -142-0.86% | Reduce |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 0.84% | 0.82% | $1.9M | 4,702 | $1.5M | 4,784 | -82-1.71% | Reduce |
 BLACKSTONE INCBX |
| 0.82% | 0.95% | $1.8M | 15,468 | $1.7M | 15,094 | +374+2.48% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.82% | 1.01% | $1.8M | 3,642 | $1.9M | 4,143 | -501-12.09% | Reduce |
| IISHARES TRIWS |
| 0.82% | 0.9% | $1.8M | 10,983 | $1.6M | 11,281 | -298-2.64% | Reduce |
| IISHARES RUSSELLIWF |
| 0.79% | 0.85% | $1.7M | 14,046 | $1.6M | 3,649 | +10,397+284.93% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.75% | 0.94% | $1.6M | 5,866 | $1.7M | 7,101 | -1,235-17.39% | Reduce |
| IISHARES COREIJH |
| 0.74% | 0.8% | $1.6M | 21,208 | $1.5M | 21,750 | -542-2.49% | Reduce |
 TJX COS INC NEWTJX |
| 0.73% | 0.91% | $1.6M | 10,623 | $1.7M | 10,400 | +223+2.14% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.72% | 0.65% | $1.6M | 4,231 | $1.2M | 4,295 | -64-1.49% | Reduce |
 FIDELITY NATL FINL INCFNF |
| 0.7% | 0.88% | $1.5M | 32,710 | $1.6M | 34,629 | -1,919-5.54% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.69% | — | $1.5M | 13,994 | $0 | 0 | +13,994 | New Buy |
| IISHARES RUSSELLIWM |
| 0.69% | 0.7% | $1.5M | 5,103 | $1.3M | 5,182 | -79-1.52% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.68% | 0.28% | $1.5M | 1,305 | $502,369 | 1,487 | -182-12.24% | Reduce |
 TRAVELERS COSTRV |
| 0.66% | 0.7% | $1.5M | 4,425 | $1.3M | 4,374 | +51+1.17% | Add |
 WASTE MGMT INC DELWM |
| 0.63% | 0.68% | $1.4M | 6,285 | $1.2M | 5,403 | +882+16.32% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.56% | 0.5% | $1.2M | 6,448 | $907,542 | 6,828 | -380-5.57% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.54% | 0.45% | $1.2M | 3,553 | $816,521 | 2,699 | +854+31.64% | Add |
