 LOWES COS INC COMLOW |
| 7.63% | 9.67% | $307.9M | 1.4M | $329.5M | 1.4M | +1,854+0.13% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.81% | 7.12% | $274.8M | 1.4M | $242.5M | 1.4M | -17,346-1.25% | Reduce |
 APPLE INCAAPL |
| 6.7% | 7.11% | $270.1M | 933,415 | $242.2M | 954,501 | -21,086-2.21% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 5.1% | 2.04% | $205.5M | 178,055 | $69.4M | 205,436 | -27,381-13.33% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.32% | 4.17% | $174.4M | 493,678 | $142.1M | 495,496 | -1,818-0.37% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.77% | 1.58% | $152.2M | 261,958 | $53.9M | 264,965 | -3,007-1.13% | Reduce |
 MICROSOFT CORPMSFT |
| 3.68% | 4.25% | $148.4M | 397,731 | $144.9M | 391,492 | +6,239+1.59% | Add |
 AMAZON COM INCAMZN |
| 2.87% | 2.96% | $115.6M | 484,893 | $100.9M | 484,274 | +619+0.13% | Add |
 ALPHABET INCGOOGL |
| 2.36% | 2.27% | $95.1M | 266,024 | $77.4M | 269,075 | -3,051-1.13% | Reduce |
 ELI LILLY & COLLY |
| 2.35% | 2.12% | $94.7M | 78,924 | $72.3M | 78,553 | +371+0.47% | Add |
 META PLATFORMS INCMETA |
| 2.21% | 2.63% | $89.2M | 158,362 | $89.7M | 156,791 | +1,571+1.00% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.15% | 2.41% | $86.7M | 173,198 | $82.1M | 171,270 | +1,928+1.13% | Add |
| AASTERA LABS INCALAB |
| 2.14% | 0.59% | $86.4M | 178,908 | $20.3M | 184,908 | -6,000-3.24% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.97% | 2.08% | $79.4M | 242,447 | $71.0M | 241,394 | +1,053+0.44% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.6% | 2.49% | $64.4M | 552,123 | $84.8M | 579,797 | -27,674-4.77% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.59% | 1.62% | $64.0M | 1.1M | $55.2M | 1.1M | -9,436-0.83% | Reduce |
 CATERPILLAR INCCAT |
| 1.29% | 1.02% | $51.9M | 48,741 | $34.7M | 48,922 | -181-0.37% | Reduce |
| GGREEN BRICK PARTNERS INCGRBK |
| 1.28% | 1.21% | $51.5M | 643,035 | $41.4M | 641,855 | +1,180+0.18% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.27% | $44.8M | 176,284 | $43.2M | 176,669 | -385-0.22% | Reduce |
 RTX CORPORATIONRTX |
| 1.03% | 1.25% | $41.7M | 219,752 | $42.5M | 220,342 | -590-0.27% | Reduce |
 PEPSICO INCPEP |
| 0.96% | 1.3% | $38.9M | 287,078 | $44.2M | 284,753 | +2,325+0.82% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.96% | 0.35% | $38.8M | 130,333 | $12.0M | 120,970 | +9,363+7.74% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.95% | 0.83% | $38.4M | 80,280 | $28.2M | 83,317 | -3,037-3.65% | Reduce |
 WALMART INCWMT |
| 0.91% | 1.22% | $36.7M | 323,807 | $41.5M | 333,325 | -9,518-2.86% | Reduce |
 ABBVIE INCABBV |
| 0.83% | 0.84% | $33.3M | 132,322 | $28.7M | 131,895 | +427+0.32% | Add |
 CISCO SYS INCCSCO |
| 0.78% | 0.61% | $31.5M | 268,350 | $20.9M | 269,585 | -1,235-0.46% | Reduce |
 VISA INCV |
| 0.71% | 0.73% | $28.8M | 84,026 | $24.7M | 81,800 | +2,226+2.72% | Add |
| SSCHWAB USSCHX |
| 0.7% | 0.71% | $28.2M | 957,478 | $24.1M | 940,055 | +17,423+1.85% | Add |
 NU HLDGS LTDNU |
| 0.7% | 0.89% | $28.2M | 2.1M | $30.4M | 2.1M | -4,598-0.22% | Reduce |
 SMURFIT WESTROCK PLC SHSSW |
| 0.64% | 0.67% | $26.0M | 562,063 | $22.7M | 570,563 | -8,500-1.49% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.63% | 0.85% | $25.2M | 63,439 | $29.0M | 62,800 | +639+1.02% | Add |
| SSCHWAB STRATEGIC TRSCHM |
| 0.59% | 0.59% | $23.7M | 642,681 | $20.0M | 645,860 | -3,179-0.49% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.59% | 0.58% | $23.7M | 269,167 | $19.8M | 53,910 | +215,257+399.29% | Add |
 LENNAR CORPLEN |
| 0.58% | 0.67% | $23.4M | 258,916 | $22.8M | 262,412 | -3,496-1.33% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.57% | 0.72% | $23.0M | 24,613 | $24.5M | 24,622 | -9-0.04% | Reduce |
 MERCK & CO INCMRK |
| 0.57% | 0.63% | $22.8M | 176,330 | $21.3M | 176,372 | -42-0.02% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.56% | 0.58% | $22.7M | 74,861 | $19.6M | 74,831 | +30+0.04% | Add |
| VVANGUARD MIDVO |
| 0.56% | 0.59% | $22.6M | 280,851 | $20.1M | 69,879 | +210,972+301.91% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.54% | 0.57% | $21.8M | 29,172 | $19.4M | 29,721 | -549-1.85% | Reduce |
| QQUALCOMM INCQCOM |
| 0.53% | 0.43% | $21.2M | 114,934 | $14.7M | 114,343 | +591+0.52% | Add |
 ASML HLDG NVASML |
| 0.4% | 0.3% | $16.2M | 8,134 | $10.1M | 7,638 | +496+6.49% | Add |
 PROCTER & GAMBLE COPG |
| 0.37% | 0.43% | $14.8M | 101,173 | $14.7M | 101,819 | -646-0.63% | Reduce |
 EATON CORP PLCETN |
| 0.36% | 0.35% | $14.5M | 34,051 | $11.9M | 33,301 | +750+2.25% | Add |
 MCDONALDS CORPMCD |
| 0.36% | 0.48% | $14.4M | 53,115 | $16.4M | 52,679 | +436+0.83% | Add |
| EENTEGRIS INCENTG |
| 0.35% | <0.01% | $13.9M | 77,554 | $1,173 | 10 | +77,544+775,440.00% | Add |
 BROADCOM INCAVGO |
| 0.32% | 0.31% | $13.0M | 34,431 | $10.5M | 33,801 | +630+1.86% | Add |
 BALCHEM CORPBCPC |
| 0.32% | 0.38% | $12.9M | 76,345 | $12.9M | 76,345 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.31% | 0.45% | $12.5M | 91,576 | $15.4M | 90,617 | +959+1.06% | Add |
 AMGEN INC COMAMGN |
| 0.3% | 0.32% | $11.9M | 32,937 | $10.8M | 30,709 | +2,228+7.26% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.29% | 0.39% | $11.5M | 180,282 | $13.1M | 184,492 | -4,210-2.28% | Reduce |
