 META PLATFORMS INCMETA |
| 5.62% | 4.26% | $37.8M | 66,097 | $37.8M | 66,097 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.02% | 3.04% | $27.0M | 58,764 | $27.0M | 58,764 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.01% | 3.04% | $27.0M | 62,670 | $27.0M | 62,670 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 2.91% | 9.12% | $19.6M | 62,100 | $81.0M | 480,414 | -418,314-87.07% | Reduce |
 AMAZON COM INCAMZN |
| 2.26% | 1.71% | $15.2M | 81,618 | $15.2M | 81,618 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.91% | 1.45% | $12.9M | 77,561 | $12.9M | 77,561 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 1.9% | 1.44% | $12.8M | 56,562 | $12.8M | 56,562 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.76% | 1.34% | $11.9M | 104,473 | $11.9M | 104,473 | 00.00% | Unchanged |
 ACCENTURE PLC IRELANDACN |
| 1.75% | 1.33% | $11.8M | 33,382 | $11.8M | 33,382 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.59% | 1.2% | $10.7M | 91,175 | $10.7M | 91,175 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 1.47% | 1.11% | $9.9M | 156,918 | $9.9M | 156,918 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 1.42% | 1.07% | $9.5M | 179,255 | $9.5M | 179,255 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 1.4% | 1.06% | $9.4M | 54,756 | $9.4M | 54,756 | 00.00% | Unchanged |
 NIKE INCNKE |
| 1.35% | 1.02% | $9.1M | 102,891 | $9.1M | 102,891 | 00.00% | Unchanged |
 DOLLAR GEN CORP NEWDG |
| 1.27% | 0.96% | $8.5M | 101,044 | $8.5M | 101,044 | 00.00% | Unchanged |
| DDISCOVER FINL SVCSDFS |
| 1.25% | 0.95% | $8.4M | 60,179 | $8.4M | 60,179 | 00.00% | Unchanged |
| CCITIGROUP INCC |
| 1.24% | 0.94% | $8.4M | 133,821 | $8.4M | 133,821 | 00.00% | Unchanged |
 HALLIBURTON CO COMHAL |
| 1.22% | 0.92% | $8.2M | 282,635 | $8.2M | 282,635 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 1.2% | 0.91% | $8.1M | 29,557 | $8.1M | 29,557 | 00.00% | Unchanged |
 PPG INDS INCPPG |
| 1.19% | 0.9% | $8.0M | 60,602 | $8.0M | 60,602 | 00.00% | Unchanged |
 HONEYWELL INTL INCHON |
| 1.17% | 0.89% | $7.9M | 38,144 | $7.9M | 38,144 | 00.00% | Unchanged |
 BORGWARNER INCBWA |
| 1.1% | 0.83% | $7.4M | 203,826 | $7.4M | 203,826 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.07% | 0.81% | $7.2M | 41,654 | $7.2M | 41,654 | 00.00% | Unchanged |
 SBA COMMUNICATIONS CORPSBAC |
| 1.07% | 0.81% | $7.2M | 29,895 | $7.2M | 29,895 | 00.00% | Unchanged |
 EVEREST GROUP LTDEG |
| 1.04% | 0.78% | $7.0M | 17,795 | $7.0M | 17,795 | 00.00% | Unchanged |
| TTYSON FOODS INCTSN |
| 1.02% | 0.77% | $6.8M | 114,995 | $6.8M | 114,995 | 00.00% | Unchanged |
| BBANZAI INTERNATIONAL INCPARA |
| 1.02% | 0.77% | $6.8M | 644,057 | $6.8M | 644,057 | 00.00% | Unchanged |
 SKYWORKS SOLUTIONS INCSWKS |
| 0.98% | 0.75% | $6.6M | 67,018 | $6.6M | 67,018 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.96% | 0.73% | $6.4M | 124,518 | $6.4M | 124,518 | 00.00% | Unchanged |
 CBOE GLOBAL MKTS INCCBOE |
| 0.94% | 0.71% | $6.3M | 30,939 | $6.3M | 30,939 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLF |
| 0.88% | 0.67% | $5.9M | 130,547 | $5.9M | 130,547 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.87% | 0.66% | $5.8M | 9,982 | $5.8M | 9,982 | 00.00% | Unchanged |
 MOLINA HEALTHCARE INCMOH |
| 0.87% | 0.66% | $5.8M | 16,925 | $5.8M | 16,925 | 00.00% | Unchanged |
| AAPPLOVIN CORPAPP |
| 0.83% | 0.25% | $5.6M | 17,203 | $2.2M | 17,203 | 00.00% | Unchanged |
| KKKR & CO INC COMKKR |
| 0.78% | 0.59% | $5.3M | 40,267 | $5.3M | 40,267 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.57% | $5.1M | 30,373 | $5.1M | 30,373 | 00.00% | Unchanged |
 AES CORP COMAES |
| 0.75% | 0.88% | $5.1M | 388,847 | $7.8M | 388,847 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 0.74% | 0.56% | $5.0M | 24,858 | $5.0M | 24,858 | 00.00% | Unchanged |
 JONES LANG LASALLE INCJLL |
| 0.71% | 0.54% | $4.8M | 17,706 | $4.8M | 17,706 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.7% | 0.53% | $4.7M | 27,759 | $4.7M | 27,759 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 0.68% | 0.52% | $4.6M | 70,559 | $4.6M | 70,559 | 00.00% | Unchanged |
 NORFOLK SOUTHN CORP COMNSC |
| 0.66% | 0.5% | $4.4M | 17,900 | $4.4M | 17,900 | 00.00% | Unchanged |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.61% | 0.46% | $4.1M | 25,697 | $4.1M | 25,697 | 00.00% | Unchanged |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.6% | 0.46% | $4.1M | 26,425 | $4.1M | 26,425 | 00.00% | Unchanged |
 MICROCHIP TECHNOLOGYMCHP |
| 0.6% | 0.45% | $4.0M | 50,231 | $4.0M | 50,231 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 0.58% | 0.44% | $3.9M | 68,910 | $3.9M | 68,910 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.57% | 0.21% | $3.8M | 50,183 | $1.9M | 50,183 | 00.00% | Unchanged |
 MOSAIC COMOS |
| 0.56% | 0.42% | $3.8M | 140,904 | $3.8M | 140,904 | 00.00% | Unchanged |
 D R HORTON INCDHI |
| 0.56% | 0.42% | $3.8M | 19,721 | $3.8M | 19,721 | 00.00% | Unchanged |
 ALLSTATE CORPALL |
| 0.56% | 0.42% | $3.8M | 19,814 | $3.8M | 19,814 | 00.00% | Unchanged |
