 BROADCOM INCAVGO |
| 1.8% | 1.79% | $66.0M | 174,797 | $58.6M | 189,286 | -14,489-7.65% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.71% | 1.67% | $62.8M | 313,984 | $54.6M | 313,149 | +835+0.27% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.57% | 1.7% | $57.7M | 58,956 | $55.6M | 62,133 | -3,177-5.11% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 1.47% | 1.47% | $53.8M | 109,513 | $48.1M | 115,374 | -5,861-5.08% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.4% | 0.58% | $51.4M | 118,675 | $19.0M | 88,825 | +29,850+33.61% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.35% | 1.27% | $49.3M | 103,313 | $41.5M | 122,945 | -19,632-15.97% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.21% | 1.28% | $44.2M | 207,812 | $41.8M | 217,549 | -9,737-4.48% | Reduce |
 CATERPILLAR INCCAT |
| 1.14% | 1.03% | $41.8M | 39,277 | $33.5M | 47,323 | -8,046-17.00% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 1.09% | 1.12% | $40.0M | 148,919 | $36.4M | 158,056 | -9,137-5.78% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 1.03% | 0.96% | $37.8M | 162,177 | $31.5M | 172,560 | -10,383-6.02% | Reduce |
 MICROSOFT CORPMSFT |
| 0.99% | 1.04% | $36.2M | 97,043 | $33.9M | 91,657 | +5,386+5.88% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.97% | 0.89% | $35.6M | 94,960 | $29.0M | 104,512 | -9,552-9.14% | Reduce |
 EOG RES INCEOG |
| 0.97% | 1.34% | $35.4M | 272,856 | $43.7M | 301,981 | -29,125-9.64% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.92% | 0.53% | $33.6M | 46,459 | $17.4M | 50,971 | -4,512-8.85% | Reduce |
 AMPHENOL CORPAPH |
| 0.9% | 0.76% | $32.9M | 186,732 | $24.8M | 195,887 | -9,155-4.67% | Reduce |
 NETAPP INCNTAP |
| 0.88% | 0.71% | $32.4M | 209,544 | $23.1M | 225,310 | -15,766-7.00% | Reduce |
 AMERIPRISE FINL INCAMP |
| 0.85% | 0.96% | $31.2M | 68,051 | $31.3M | 70,412 | -2,361-3.35% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.82% | 0.67% | $30.2M | 101,280 | $21.7M | 112,008 | -10,728-9.58% | Reduce |
 ALPHABET INCGOOGL |
| 0.82% | 0.73% | $30.1M | 84,341 | $23.7M | 82,533 | +1,808+2.19% | Add |
 ZOETIS INC CL AZTS |
| 0.8% | 0.9% | $29.5M | 410,762 | $29.2M | 247,304 | +163,458+66.10% | Add |
 ARISTA NETWORKS INCANET |
| 0.8% | 0.69% | $29.3M | 172,638 | $22.4M | 182,605 | -9,967-5.46% | Reduce |
 KLA CORPKLAC |
| 0.78% | 0.46% | $28.8M | 95,358 | $15.1M | 10,275 | +85,083+828.06% | Add |
 JPMORGAN CHASE & COJPM |
| 0.78% | 0.78% | $28.5M | 86,958 | $25.5M | 86,785 | +173+0.20% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.75% | 0.23% | $27.5M | 23,844 | $7.6M | 22,465 | +1,379+6.14% | Add |
 VISA INCV |
| 0.75% | 0.78% | $27.4M | 79,975 | $25.6M | 84,584 | -4,609-5.45% | Reduce |
 MERCK & CO INCMRK |
| 0.74% | 0.81% | $27.3M | 212,218 | $26.5M | 220,292 | -8,074-3.67% | Reduce |
 CISCO SYS INCCSCO |
| 0.74% | 0.65% | $27.1M | 230,491 | $21.3M | 274,925 | -44,434-16.16% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.68% | $26.1M | 73,884 | $22.1M | 76,968 | -3,084-4.01% | Reduce |
 LINDE PLCLIN |
| 0.69% | 0.78% | $25.5M | 49,064 | $25.5M | 51,421 | -2,357-4.58% | Reduce |
 ELI LILLY & COLLY |
| 0.68% | 0.32% | $25.1M | 20,903 | $10.4M | 11,265 | +9,638+85.56% | Add |
 FEDEX CORPFDX |
| 0.67% | 0.82% | $24.6M | 78,564 | $26.8M | 75,254 | +3,310+4.40% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.67% | — | $24.5M | 82,156 | $0 | 0 | +82,156 | New Buy |
 AMAZON COM INCAMZN |
| 0.64% | 0.59% | $23.6M | 99,103 | $19.2M | 92,276 | +6,827+7.40% | Add |
 PALO ALTOPANW |
| 0.62% | 0.36% | $22.8M | 66,727 | $11.8M | 73,634 | -6,907-9.38% | Reduce |
 QUANTA SVCS INCPWR |
| 0.62% | 0.56% | $22.6M | 31,445 | $18.3M | 33,379 | -1,934-5.79% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.68% | $22.6M | 88,810 | $22.2M | 90,903 | -2,093-2.30% | Reduce |
 EATON CORP PLCETN |
| 0.61% | 0.6% | $22.5M | 52,751 | $19.5M | 54,428 | -1,677-3.08% | Reduce |
 QUEST DIAGNOSTICS INCDGX |
| 0.6% | 0.65% | $22.1M | 104,495 | $21.2M | 108,351 | -3,856-3.56% | Reduce |
 META PLATFORMS INCMETA |
| 0.6% | 0.63% | $22.0M | 39,135 | $20.6M | 35,969 | +3,166+8.80% | Add |
 CASEYS GEN STORES INCCASY |
| 0.58% | 0.64% | $21.4M | 26,979 | $20.8M | 28,627 | -1,648-5.76% | Reduce |
 WALMART INCWMT |
| 0.58% | 0.61% | $21.1M | 186,379 | $20.0M | 161,231 | +25,148+15.60% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.57% | 0.48% | $21.0M | 10,601 | $15.7M | 11,354 | -753-6.63% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.56% | 0.54% | $20.6M | 163,458 | $17.7M | 173,360 | -9,902-5.71% | Reduce |
 PULTE GROUP INCPHM |
| 0.56% | 0.57% | $20.4M | 148,626 | $18.5M | 157,052 | -8,426-5.37% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.55% | 0.66% | $20.1M | 94,384 | $21.5M | 98,086 | -3,702-3.77% | Reduce |
| FFLEX LTDFLEX |
| 0.54% | 0.32% | $19.8M | 122,370 | $10.4M | 159,433 | -37,063-23.25% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.52% | 0.6% | $19.0M | 129,812 | $19.4M | 134,599 | -4,787-3.56% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.52% | 0.54% | $18.9M | 55,870 | $17.6M | 58,097 | -2,227-3.83% | Reduce |
 APPLE INCAAPL |
| 0.51% | 0.41% | $18.7M | 64,463 | $13.4M | 52,920 | +11,543+21.81% | Add |
| PPENSKE AUTOMOTIVE GROUPPAG |
| 0.51% | 0.49% | $18.5M | 103,649 | $16.0M | 107,210 | -3,561-3.32% | Reduce |
