 APPLE INCAAPL |
| 7.16% | 7.47% | $15.3M | 52,922 | $13.6M | 53,525 | -603-1.13% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.42% | 4.61% | $9.4M | 47,218 | $8.4M | 48,019 | -801-1.67% | Reduce |
 GE VERNOVA INCGEV |
| 2.65% | 2.31% | $5.7M | 4,825 | $4.2M | 4,820 | +5+0.10% | Add |
 GE AEROSPACEGE |
| 2.61% | 2.39% | $5.6M | 14,927 | $4.3M | 15,327 | -400-2.61% | Reduce |
 AMAZON COM INCAMZN |
| 2.38% | 2.44% | $5.1M | 21,335 | $4.4M | 21,262 | +73+0.34% | Add |
 ELI LILLY & COLLY |
| 2.32% | 2.1% | $5.0M | 4,143 | $3.8M | 4,142 | +1+0.02% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.3% | 1.92% | $4.9M | 10,300 | $3.5M | 10,300 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.08% | 2.32% | $4.4M | 11,911 | $4.2M | 11,373 | +538+4.73% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.06% | 1.83% | $4.4M | 5,980 | $3.3M | 5,761 | +219+3.80% | Add |
 CATERPILLAR INCCAT |
| 1.96% | 1.66% | $4.2M | 3,938 | $3.0M | 4,265 | -327-7.67% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.92% | 1.55% | $4.1M | 21,616 | $2.8M | 21,222 | +394+1.86% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.92% | 0.9% | $4.1M | 7,055 | $1.6M | 8,060 | -1,005-12.47% | Reduce |
 FIRST INTST BANCSYSTEM INCFIBK |
| 1.51% | 1.56% | $3.2M | 83,865 | $2.8M | 84,953 | -1,088-1.28% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.46% | 1.49% | $3.1M | 11,121 | $2.7M | 11,171 | -50-0.45% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.4% | 1.76% | $3.0M | 3,198 | $3.2M | 3,208 | -10-0.31% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.35% | 1.99% | $2.9M | 21,199 | $3.6M | 21,297 | -98-0.46% | Reduce |
 ORACLE CORPORCL |
| 1.23% | 1.03% | $2.6M | 17,897 | $1.9M | 12,780 | +5,117+40.04% | Add |
 VERTIV HOLDINGS COVRT |
| 1.19% | 1.07% | $2.6M | 7,635 | $2.0M | 7,785 | -150-1.93% | Reduce |
 INTEL CORPINTC |
| 1.16% | 0.59% | $2.5M | 17,705 | $1.1M | 24,305 | -6,600-27.15% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.17% | $2.4M | 7,203 | $2.1M | 7,203 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.04% | 0.66% | $2.2M | 5,145 | $1.2M | 7,315 | -2,170-29.67% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1% | 1.2% | $2.2M | 24,500 | $2.2M | 23,500 | +1,000+4.26% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.99% | 1.41% | $2.1M | 50,042 | $2.6M | 51,139 | -1,097-2.15% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.99% | 1.35% | $2.1M | 39,795 | $2.5M | 40,045 | -250-0.62% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.47% | $2.1M | 5,961 | $855,694 | 2,981 | +2,980+99.97% | Add |
| QQXO INCQXO |
| 0.98% | 1.11% | $2.1M | 120,965 | $2.0M | 103,560 | +17,405+16.81% | Add |
| EEVERUS CONSTR GROUPECG |
| 0.97% | 0.81% | $2.1M | 12,543 | $1.5M | 12,543 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.95% | 0.74% | $2.0M | 28,286 | $1.4M | 18,821 | +9,465+50.29% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.95% | 0.64% | $2.0M | 7,967 | $1.2M | 7,740 | +227+2.93% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.92% | 1.06% | $2.0M | 18,271 | $1.9M | 19,570 | -1,299-6.64% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.9% | 0.92% | $1.9M | 35,877 | $1.7M | 34,048 | +1,829+5.37% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.89% | 0.78% | $1.9M | 4,599 | $1.4M | 5,269 | -670-12.72% | Reduce |
 MERCK & CO INCMRK |
| 0.85% | 0.93% | $1.8M | 14,225 | $1.7M | 14,124 | +101+0.72% | Add |
| AAT&T INCT |
| 0.84% | 1.39% | $1.8M | 86,465 | $2.5M | 87,063 | -598-0.69% | Reduce |
| KKNIFE RIVER CORPKNF |
| 0.83% | 0.98% | $1.8M | 21,267 | $1.8M | 21,767 | -500-2.30% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.82% | 0.3% | $1.8M | 1,524 | $547,029 | 1,619 | -95-5.87% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.81% | 0.66% | $1.7M | 2,314 | $1.2M | 1,847 | +467+25.28% | Add |
| FFTAI AVIATION LTDFTAI |
| 0.76% | 0.88% | $1.6M | 6,000 | $1.6M | 6,500 | -500-7.69% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.76% | 0.87% | $1.6M | 35,754 | $1.6M | 34,387 | +1,367+3.98% | Add |
 FORD MTR COF |
| 0.74% | 0.79% | $1.6M | 114,315 | $1.4M | 124,511 | -10,196-8.19% | Reduce |
 NIKE INCNKE |
| 0.74% | 0.86% | $1.6M | 38,637 | $1.6M | 29,616 | +9,021+30.46% | Add |
 META PLATFORMS INCMETA |
| 0.74% | 0.84% | $1.6M | 2,815 | $1.5M | 2,664 | +151+5.67% | Add |
 DISNEY WALT CODIS |
| 0.73% | 0.86% | $1.6M | 16,139 | $1.6M | 16,131 | +8+0.05% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.72% | 0.83% | $1.6M | 3,098 | $1.5M | 3,148 | -50-1.59% | Reduce |
| VVANGUARD WORLD FDVFH |
| 0.72% | 0.78% | $1.5M | 11,755 | $1.4M | 11,755 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.71% | 0.43% | $1.5M | 1,993 | $778,087 | 1,993 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 0.69% | 0.96% | $1.5M | 61,551 | $1.7M | 62,048 | -497-0.80% | Reduce |
| GGLACIER BANCORP INC NEWGBCI |
| 0.68% | 0.7% | $1.5M | 28,298 | $1.3M | 28,298 | 00.00% | Unchanged |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.66% | 0.51% | $1.4M | 18,535 | $921,061 | 19,795 | -1,260-6.37% | Reduce |
 NETFLIX INCNFLX |
| 0.65% | 0.88% | $1.4M | 19,585 | $1.6M | 16,665 | +2,920+17.52% | Add |
