| IINVESCO EXCHANGE TRADED FD TRSP |
| 9.12% | 6.16% | $9.8M | 46,086 | $4.4M | 22,799 | +23,287+102.14% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.55% | 3.07% | $6.0M | 7,984 | $2.2M | 3,348 | +4,636+138.47% | Add |
 CORNING INCGLW |
| 3.57% | 2.68% | $3.8M | 15,029 | $1.9M | 13,982 | +1,047+7.49% | Add |
 WESTERN DIGITAL CORPWDC |
| 3.04% | 3.05% | $3.3M | 5,121 | $2.2M | 8,004 | -2,883-36.02% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.97% | 0.3% | $3.2M | 5,487 | $215,229 | 1,058 | +4,429+418.62% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.82% | 2.54% | $3.0M | 2,625 | $1.8M | 5,345 | -2,720-50.89% | Reduce |
| AASTERA LABS INCALAB |
| 2.79% | — | $3.0M | 6,214 | $0 | 0 | +6,214 | New Buy |
| VVANGUARD WORLD FDVGT |
| 2.71% | 2.89% | $2.9M | 24,342 | $2.1M | 2,941 | +21,401+727.68% | Add |
 INTEL CORPINTC |
| 2.53% | — | $2.7M | 19,437 | $0 | 0 | +19,437 | New Buy |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.52% | — | $2.7M | 17,039 | $0 | 0 | +17,039 | New Buy |
| SSELECT SECTOR SPDR TRXLY |
| 2.38% | — | $2.6M | 21,842 | $0 | 0 | +21,842 | New Buy |
| SSANDISK CORP COMSNDK |
| 2.38% | 1.34% | $2.6M | 1,125 | $948,563 | 1,493 | -368-24.65% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.18% | 1.17% | $2.3M | 5,426 | $833,780 | 5,080 | +346+6.81% | Add |
 CATERPILLAR INCCAT |
| 2.18% | 2.04% | $2.3M | 2,196 | $1.4M | 2,039 | +157+7.70% | Add |
| CCOMFORT SYS USA INCFIX |
| 2.07% | 2.01% | $2.2M | 1,123 | $1.4M | 1,033 | +90+8.71% | Add |
| FFLEX LTDFLEX |
| 2.04% | — | $2.2M | 13,502 | $0 | 0 | +13,502 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 1.97% | — | $2.1M | 7,107 | $0 | 0 | +7,107 | New Buy |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.93% | — | $2.1M | 40,710 | $0 | 0 | +40,710 | New Buy |
| SSELECT SECTOR SPDR TRXLU |
| 1.92% | 3.13% | $2.1M | 45,467 | $2.2M | 48,433 | -2,966-6.12% | Reduce |
 CISCO SYS INCCSCO |
| 1.73% | — | $1.9M | 15,868 | $0 | 0 | +15,868 | New Buy |
 VERTIV HOLDINGS COVRT |
| 1.73% | 1.37% | $1.9M | 5,554 | $972,000 | 3,879 | +1,675+43.18% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.69% | 1.21% | $1.8M | 10,677 | $858,595 | 7,259 | +3,418+47.09% | Add |
| MMASTEC INCMTZ |
| 1.66% | 1.28% | $1.8M | 4,276 | $909,559 | 2,827 | +1,449+51.26% | Add |
 ARISTA NETWORKS INCANET |
| 1.53% | — | $1.6M | 9,682 | $0 | 0 | +9,682 | New Buy |
 DATADOG INCDDOG |
| 1.43% | — | $1.5M | 5,904 | $0 | 0 | +5,904 | New Buy |
 TEXAS INSTRS INCTXN |
| 1.41% | — | $1.5M | 5,083 | $0 | 0 | +5,083 | New Buy |
| MMKS INC.MKSI |
| 1.38% | — | $1.5M | 3,342 | $0 | 0 | +3,342 | New Buy |
 UNITED AIRLS HLDGS INC COMUAL |
| 1.38% | — | $1.5M | 10,884 | $0 | 0 | +10,884 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.38% | — | $1.5M | 1,937 | $0 | 0 | +1,937 | New Buy |
 COHERENT CORPCOHR |
| 1.34% | — | $1.4M | 3,656 | $0 | 0 | +3,656 | New Buy |
 GE VERNOVA INCGEV |
| 1.29% | 1.34% | $1.4M | 1,183 | $954,080 | 1,093 | +90+8.23% | Add |
 F5 INCFFIV |
| 1.25% | — | $1.3M | 3,241 | $0 | 0 | +3,241 | New Buy |
 HUNT J B TRANS SVCS INCJBHT |
| 1.25% | — | $1.3M | 4,640 | $0 | 0 | +4,640 | New Buy |
 NETAPP INCNTAP |
| 1.2% | — | $1.3M | 8,321 | $0 | 0 | +8,321 | New Buy |
 HUMANA INC COMHUM |
| 1.16% | — | $1.2M | 3,146 | $0 | 0 | +3,146 | New Buy |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.13% | — | $1.2M | 1,451 | $0 | 0 | +1,451 | New Buy |
 JABIL INCJBL |
| 1.09% | — | $1.2M | 3,041 | $0 | 0 | +3,041 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.96% | 0.56% | $1.0M | 1,069 | $399,203 | 1,019 | +50+4.91% | Add |
| WWISDOMTREE FLOATING RATE TREASURY FUNDUSFR |
| 0.82% | 1.45% | $884,549 | 17,568 | $1.0M | 20,496 | -2,928-14.29% | Reduce |
| IINVESCO EXCHANGE TRADED FD TXLG |
| 0.79% | 1.05% | $845,035 | 13,778 | $744,366 | 13,427 | +351+2.61% | Add |
 LAM RESEARCH CORPLRCX |
| 0.72% | 0.51% | $773,494 | 1,785 | $363,222 | 1,700 | +85+5.00% | Add |
 KLA CORPKLAC |
| 0.67% | 0.48% | $724,104 | 2,400 | $337,182 | 229 | +2,171+948.03% | Add |
| SSPDR SERIES TRUSTBIL |
| 0.64% | 1.82% | $692,432 | 7,556 | $1.3M | 14,074 | -6,518-46.31% | Reduce |
| IISHARES TRAOR |
| 0.59% | — | $635,856 | 9,149 | $0 | 0 | +9,149 | New Buy |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.58% | — | $618,226 | 17,760 | $0 | 0 | +17,760 | New Buy |
| IISHARES SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.52% | — | $553,714 | 10,930 | $0 | 0 | +10,930 | New Buy |
 CUMMINS INCCMI |
| 0.49% | 0.53% | $527,062 | 739 | $378,766 | 704 | +35+4.97% | Add |
| RRAREVIEW GOVERNMENT MONEYRMME |
| 0.47% | — | $506,817 | 5,051 | $0 | 0 | +5,051 | New Buy |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 0.47% | 0.68% | $504,992 | 9,986 | $481,352 | 9,511 | +475+4.99% | Add |
 ALPHABET INCGOOGL |
| 0.45% | 0.52% | $483,164 | 1,352 | $370,377 | 1,288 | +64+4.97% | Add |
