 APPLE INCAAPL |
| 3.08% | 3.01% | $8.5M | 29,232 | $6.0M | 23,683 | +5,549+23.43% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.96% | — | $8.1M | 7,028 | $0 | 0 | +7,028 | New Buy |
 AMERICAN EXPRESS COAXP |
| 2.8% | 2.79% | $7.7M | 22,741 | $5.6M | 18,422 | +4,319+23.44% | Add |
 UNITED RENTALS INCURI |
| 2.77% | 1.98% | $7.6M | 6,712 | $4.0M | 5,440 | +1,272+23.38% | Add |
| QQUALCOMM INCQCOM |
| 2.64% | 1.51% | $7.2M | 39,161 | $3.0M | 23,492 | +15,669+66.70% | Add |
 CATERPILLAR INCCAT |
| 2.6% | 1.93% | $7.1M | 6,705 | $3.8M | 5,433 | +1,272+23.41% | Add |
 WILLIAMS SONOMA INCWSM |
| 2.56% | 2.23% | $7.0M | 30,116 | $4.4M | 24,402 | +5,714+23.42% | Add |
 DEVON ENERGY CORP NEWDVN |
| 2.36% | 3.21% | $6.5M | 157,066 | $6.4M | 127,232 | +29,834+23.45% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 2.32% | 2.85% | $6.4M | 50,385 | $5.7M | 40,822 | +9,563+23.43% | Add |
| PPRINCIPAL FINANCIAL GROUP INPFG |
| 2.3% | 2.14% | $6.3M | 58,567 | $4.3M | 47,436 | +11,131+23.47% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.24% | 2.17% | $6.1M | 30,655 | $4.3M | 24,829 | +5,826+23.46% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 2.22% | 2.21% | $6.1M | 79,983 | $4.4M | 64,808 | +15,175+23.42% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.21% | — | $6.1M | 8,116 | $0 | 0 | +8,116 | New Buy |
 ABBVIE INCABBV |
| 2.06% | 1.99% | $5.7M | 22,511 | $4.0M | 18,232 | +4,279+23.47% | Add |
 CHENIERE ENERGY INCLNG |
| 2.04% | 2.7% | $5.6M | 23,451 | $5.4M | 18,994 | +4,457+23.47% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 2.04% | 1.8% | $5.6M | 49,162 | $3.6M | 39,816 | +9,346+23.47% | Add |
 EOG RES INCEOG |
| 2.03% | 2.51% | $5.6M | 42,891 | $5.0M | 34,748 | +8,143+23.43% | Add |
 AMGEN INC COMAMGN |
| 2.02% | 2.18% | $5.5M | 15,282 | $4.4M | 12,382 | +2,900+23.42% | Add |
 3M CO COMMMM |
| 1.99% | 1.99% | $5.5M | 33,786 | $4.0M | 27,375 | +6,411+23.42% | Add |
| AAMCOR PLCAMCR |
| 1.94% | 1.98% | $5.3M | 122,584 | $3.9M | 99,274 | +23,310+23.48% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.89% | 1.96% | $5.2M | 15,088 | $3.9M | 12,222 | +2,866+23.45% | Add |
| DDICKS SPORTING GOODS INCDKS |
| 1.88% | 1.83% | $5.2M | 22,710 | $3.6M | 18,400 | +4,310+23.42% | Add |
 ICICI BANK LIMITEDIBN |
| 1.88% | 1.74% | $5.1M | 179,775 | $3.5M | 145,647 | +34,128+23.43% | Add |
 PEPSICO INCPEP |
| 1.87% | 2.38% | $5.1M | 37,857 | $4.8M | 30,671 | +7,186+23.43% | Add |
 VISA INCV |
| 1.86% | 1.83% | $5.1M | 14,911 | $3.7M | 12,081 | +2,830+23.43% | Add |
 METLIFE INC COMMET |
| 1.85% | 1.72% | $5.1M | 60,147 | $3.4M | 48,713 | +11,434+23.47% | Add |
 ORACLE CORPORCL |
| 1.84% | 1.53% | $5.0M | 34,411 | $3.1M | 20,753 | +13,658+65.81% | Add |
 SYSCO CORP COMSYY |
| 1.79% | 1.7% | $4.9M | 58,743 | $3.4M | 47,582 | +11,161+23.46% | Add |
 TJX COS INC NEWTJX |
| 1.77% | 1.56% | $4.9M | 32,050 | $3.1M | 19,513 | +12,537+64.25% | Add |
 HOME DEPOT INCHD |
| 1.74% | 0.74% | $4.8M | 13,578 | $1.5M | 4,515 | +9,063+200.73% | Add |
 LOWES COS INC COMLOW |
| 1.72% | 2.05% | $4.7M | 21,423 | $4.1M | 17,363 | +4,060+23.38% | Add |
 AMERIPRISE FINL INCAMP |
| 1.69% | 1.83% | $4.6M | 10,123 | $3.6M | 8,203 | +1,920+23.41% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.63% | 1.91% | $4.5M | 77,798 | $3.8M | 63,042 | +14,756+23.41% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.63% | 2.15% | $4.5M | 105,388 | $4.3M | 85,378 | +20,010+23.44% | Add |
 PRUDENTIAL FINL INCPRU |
| 1.6% | 1.62% | $4.4M | 40,804 | $3.2M | 33,053 | +7,751+23.45% | Add |
| CCARLYLE GROUP INC COMCG |
| 1.53% | 1.96% | $4.2M | 99,675 | $3.9M | 80,756 | +18,919+23.43% | Add |
 COCA COLA COKO |
| 1.51% | 1.57% | $4.1M | 50,828 | $3.1M | 41,182 | +9,646+23.42% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.45% | 1.57% | $4.0M | 7,766 | $3.1M | 6,291 | +1,475+23.45% | Add |
 VISTRA CORPVST |
| 1.43% | 1.51% | $3.9M | 24,810 | $3.0M | 20,097 | +4,713+23.45% | Add |
 LPL FINL HLDGS INCLPLA |
| 1.43% | 1.7% | $3.9M | 13,940 | $3.4M | 11,288 | +2,652+23.49% | Add |
 BOEING COBA |
| 1.42% | 1.45% | $3.9M | 17,962 | $2.9M | 14,555 | +3,407+23.41% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.4% | 1.85% | $3.8M | 7,545 | $3.7M | 6,114 | +1,431+23.41% | Add |
 META PLATFORMS INCMETA |
| 1.37% | 1.55% | $3.8M | 6,697 | $3.1M | 5,425 | +1,272+23.45% | Add |
 ADOBE INC COMADBE |
| 1.37% | 0.76% | $3.7M | 18,283 | $1.5M | 6,221 | +12,062+193.89% | Add |
 CF INDS HLDGS INCCF |
| 1.34% | 2.84% | $3.7M | 34,026 | $5.7M | 43,624 | -9,598-22.00% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 1.31% | 1.28% | $3.6M | 32,804 | $2.6M | 26,583 | +6,221+23.40% | Add |
 ILLINOIS TOOLITW |
| 1.3% | 1.4% | $3.6M | 13,228 | $2.8M | 10,718 | +2,510+23.42% | Add |
| OOMNICOM GROUP INCOMC |
| 1.21% | 1.39% | $3.3M | 45,495 | $2.8M | 36,864 | +8,631+23.41% | Add |
 MOODYS CORPMCO |
| 1.18% | 1.27% | $3.2M | 7,153 | $2.5M | 5,796 | +1,357+23.41% | Add |
 FIRST SOLAR INC COMFSLR |
| 1.13% | — | $3.1M | 13,195 | $0 | 0 | +13,195 | New Buy |
