 AMAZON COM INCAMZN |
| 3% | — | $1.0M | 4,270 | $0 | 0 | +4,270 | New Buy |
 CORNING INCGLW |
| 2.96% | — | $1.0M | 3,936 | $0 | 0 | +3,936 | New Buy |
 APPLE INCAAPL |
| 2.9% | — | $986,718 | 3,410 | $0 | 0 | +3,410 | New Buy |
 VERTIV HOLDINGS COVRT |
| 2.86% | — | $971,982 | 2,903 | $0 | 0 | +2,903 | New Buy |
 SALESFORCE INCCRM |
| 2.84% | — | $964,869 | 6,159 | $0 | 0 | +6,159 | New Buy |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 2.75% | — | $933,291 | 35,649 | $0 | 0 | +35,649 | New Buy |
 BLOOM ENERGY CORPBE |
| 2.74% | — | $929,289 | 3,070 | $0 | 0 | +3,070 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 2.69% | — | $914,647 | 1,432 | $0 | 0 | +1,432 | New Buy |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.59% | — | $879,342 | 940 | $0 | 0 | +940 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.48% | 2.22% | $841,480 | 872 | $455,617 | 1,163 | -291-25.02% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 2.36% | — | $803,085 | 2,987 | $0 | 0 | +2,987 | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.27% | — | $771,794 | 2,838 | $0 | 0 | +2,838 | New Buy |
 VISA INCV |
| 2.09% | — | $711,226 | 2,073 | $0 | 0 | +2,073 | New Buy |
 CHEVRON CORPORATIONCVX |
| 1.98% | — | $673,980 | 4,066 | $0 | 0 | +4,066 | New Buy |
 HILTON WORLDWIDE HLDGS INCHLT |
| 1.97% | — | $667,529 | 2,020 | $0 | 0 | +2,020 | New Buy |
 CATERPILLAR INCCAT |
| 1.91% | — | $649,589 | 610 | $0 | 0 | +610 | New Buy |
| QQXO INCQXO |
| 1.79% | — | $607,755 | 35,171 | $0 | 0 | +35,171 | New Buy |
 QUANTA SVCS INCPWR |
| 1.75% | — | $594,033 | 825 | $0 | 0 | +825 | New Buy |
| TTOPBUILD CORBLD |
| 1.72% | — | $584,974 | 1,650 | $0 | 0 | +1,650 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.72% | 2.49% | $583,696 | 1,347 | $511,075 | 2,392 | -1,045-43.69% | Reduce |
| IISHARES INCEWC |
| 1.7% | — | $576,400 | 10,000 | $0 | 0 | +10,000 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.68% | — | $571,518 | 1,746 | $0 | 0 | +1,746 | New Buy |
| CCITIGROUP INCC |
| 1.68% | — | $569,637 | 4,070 | $0 | 0 | +4,070 | New Buy |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 1.64% | — | $557,333 | 7,446 | $0 | 0 | +7,446 | New Buy |
 VERISK ANALYTICS INC COMVRSK |
| 1.53% | — | $519,739 | 2,895 | $0 | 0 | +2,895 | New Buy |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 1.46% | — | $494,383 | 589 | $0 | 0 | +589 | New Buy |
 MONOLITHIC PWR SYS INCMPWR |
| 1.42% | — | $483,826 | 350 | $0 | 0 | +350 | New Buy |
 Pdd Holdings Inc ADRPDD |
| 1.35% | — | $457,680 | 6,000 | $0 | 0 | +6,000 | New Buy |
 CISCO SYS INCCSCO |
| 1.33% | 2.69% | $453,396 | 3,860 | $553,372 | 7,132 | -3,272-45.88% | Reduce |
 ELI LILLY & COLLY |
| 1.32% | — | $447,387 | 373 | $0 | 0 | +373 | New Buy |
| OOMNICOM GROUP INCOMC |
| 1.32% | — | $446,885 | 6,136 | $0 | 0 | +6,136 | New Buy |
 COCA COLA COKO |
| 1.28% | — | $435,038 | 5,353 | $0 | 0 | +5,353 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 1.26% | — | $428,821 | 424 | $0 | 0 | +424 | New Buy |
 CHARTER COMMUNICATIONSCHTR |
| 1.26% | — | $428,052 | 3,010 | $0 | 0 | +3,010 | New Buy |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.23% | — | $417,253 | 840 | $0 | 0 | +840 | New Buy |
 ZSCALER INCZS |
| 1.17% | — | $397,761 | 2,818 | $0 | 0 | +2,818 | New Buy |
| NNEXTPOWER INCNXT |
| 1.15% | — | $389,588 | 3,270 | $0 | 0 | +3,270 | New Buy |
| IIONQ INCIONQ |
| 1.13% | — | $384,431 | 7,218 | $0 | 0 | +7,218 | New Buy |
 INSMED INCINSM |
| 1.07% | — | $362,615 | 3,401 | $0 | 0 | +3,401 | New Buy |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.07% | — | $362,157 | 1,799 | $0 | 0 | +1,799 | New Buy |
 T-MOBILE US INC COMTMUS |
| 1.06% | — | $358,942 | 2,140 | $0 | 0 | +2,140 | New Buy |
| FFABRINETFN |
| 1.04% | — | $352,986 | 628 | $0 | 0 | +628 | New Buy |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.01% | — | $343,922 | 8,880 | $0 | 0 | +8,880 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 1% | — | $339,254 | 1,814 | $0 | 0 | +1,814 | New Buy |
| CCARVANA CO CL ACVNA |
| 0.96% | — | $327,060 | 4,969 | $0 | 0 | +4,969 | New Buy |
 ROYAL CARIBBEANRCL |
| 0.94% | — | $318,800 | 1,004 | $0 | 0 | +1,004 | New Buy |
| BBANK NEW YORK MELLON CORPBK |
| 0.94% | — | $317,853 | 2,198 | $0 | 0 | +2,198 | New Buy |
| MMEDLINE INC COM CL AMDLN |
| 0.93% | 3.25% | $314,889 | 7,984 | $667,411 | 14,998 | -7,014-46.77% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.91% | — | $310,231 | 3,754 | $0 | 0 | +3,754 | New Buy |
 NEWMONT CORPNEM |
| 0.81% | 2.21% | $276,371 | 2,959 | $454,542 | 4,199 | -1,240-29.53% | Reduce |
