Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	458,893	$139M	5.8%	$170.47	—	SPONSORED ADS	874039100
APH	AMPHENOL CORP NEW	951,998	$129M	5.3%	$50.64	+163.7%	CL A	032095101
AMZN	AMAZON COM INC	402,755	$92.96M	3.9%	$180.65	+26.6%	COM	023135106
GLW	CORNING INC	953,579	$83.5M	3.5%	$44.62	+92.7%	COM	219350105
GOOGL	ALPHABET INC	242,583	$75.93M	3.1%	$240.14	+18.9%	CAP STK CL A	02079K305
FLEX	FLEX LTD	1,217,644	$73.57M	3.0%	$18.98	+225.4%	ORD	Y2573F102
AXP	AMERICAN EXPRESS CO	176,958	$65.47M	2.7%	$249.09	+43.3%	COM	025816109
RL	RALPH LAUREN CORP	140,216	$49.58M	2.1%	$177.20	+91.9%	CL A	751212101
HSBC	HSBC HLDGS PLC	613,956	$48.3M	2.0%	$36.55	—	SPON ADR NEW	404280406
CAH	CARDINAL HEALTH INC	234,061	$48.1M	2.0%	$125.89	+49.1%	COM	14149Y108
HOOD	ROBINHOOD MKTS INC	392,461	$44.39M	1.8%	$52.27	+148.8%	COM CL A	770700102
PLTR	PALANTIR TECHNOLOGIES INC	244,759	$43.51M	1.8%	$102.73	+76.2%	CL A	69608A108
TDG	TRANSDIGM GROUP INC	32,009	$42.57M	1.8%	$681.42	+92.4%	COM	893641100
CRWD	CROWDSTRIKE HLDGS INC	89,418	$41.92M	1.7%	$382.61	+33.1%	CL A	22788C105
EXPE	EXPEDIA GROUP INC	146,338	$41.46M	1.7%	$183.96	+34.2%	COM NEW	30212P303
APP	APPLOVIN CORP	60,636	$40.86M	1.7%	$422.71	+49.1%	COM CL A	03831W108
HWM	HOWMET AEROSPACE INC	196,156	$40.22M	1.7%	$34.26	+480.8%	COM	443201108
RDDT	REDDIT INC	170,148	$39.11M	1.6%	$166.46	+26.3%	CL A	75734B100
NVS	NOVARTIS AG	268,943	$37.08M	1.5%	$113.36	—	SPONSORED ADR	66987V109
EME	EMCOR GROUP INC	59,561	$36.44M	1.5%	$444.51	+45.7%	COM	29084Q100
USFD	US FOODS HLDG CORP	443,640	$33.41M	1.4%	$42.92	+75.0%	COM	912008109
FTI	TECHNIPFMC PLC	731,002	$32.57M	1.3%	$36.97	+14.2%	COM	G87110105
DGX	QUEST DIAGNOSTICS INC	161,503	$28.03M	1.2%	$161.93	+12.4%	COM	74834L100
UBER	UBER TECHNOLOGIES INC	331,661	$27.1M	1.1%	$91.59	-1.7%	COM	90353T100
NVDA	NVIDIA CORPORATION	141,526	$26.39M	1.1%	$119.27	+56.1%	COM	67066G104
C	CITIGROUP INC	222,816	$26M	1.1%	$72.93	+42.1%	COM NEW	172967424
TOL	TOLL BROTHERS INC	187,399	$25.34M	1.0%	$130.53	+4.0%	COM	889478103
STRL	STERLING INFRASTRUCTURE INC	82,221	$25.18M	1.0%	$174.59	+97.3%	COM	859241101
META	META PLATFORMS INC	38,052	$25.12M	1.0%	$718.15	-7.1%	CL A	30303M102
BKNG	BOOKING HOLDINGS INC	4,609	$24.68M	1.0%	$2671.95	+92.3%	COM	09857L108
LLY	ELI LILLY & CO	21,988	$23.63M	1.0%	$839.49	+13.8%	COM	532457108
EXE	EXPAND ENERGY CORPORATION	197,822	$21.83M	0.9%	$110.64	0.0%	COM	165167735
GS	GOLDMAN SACHS GROUP INC	24,489	$21.53M	0.9%	$484.22	+68.0%	COM	38141G104
GEV	GE VERNOVA INC	32,588	$21.3M	0.9%	$353.26	+72.4%	COM	36828A101
BCS	BARCLAYS PLC	829,126	$21.1M	0.9%	$12.08	—	ADR	06738E204
ALV	AUTOLIV INC	176,600	$20.96M	0.9%	$119.11	+0.2%	COM	052800109
EVR	EVERCORE INC	58,286	$19.83M	0.8%	$309.32	+3.7%	CLASS A	29977A105
SSNC	SS&C TECHNOLOGIES HLDGS INC	226,658	$19.81M	0.8%	$71.21	+19.7%	COM	78467J100
JBL	JABIL INC	86,130	$19.64M	0.8%	$157.00	+35.9%	COM	466313103
BWXT	BWX TECHNOLOGIES INC	112,551	$19.45M	0.8%	$187.42	0.0%	COM	05605H100
MCK	MCKESSON CORP	23,655	$19.4M	0.8%	$619.97	+31.5%	COM	58155Q103
MPWR	MONOLITHIC PWR SYS INC	21,336	$19.34M	0.8%	$956.83	+0.4%	COM	609839105
COF	CAPITAL ONE FINL CORP	77,963	$18.9M	0.8%	$185.97	+19.5%	COM	14040H105
DELL	DELL TECHNOLOGIES INC	139,565	$17.57M	0.7%	$139.11	+1.2%	CL C	24703L202
AVGO	BROADCOM INC	47,515	$16.44M	0.7%	$278.12	+28.4%	COM	11135F101
NBIX	NEUROCRINE BIOSCIENCES INC	107,271	$15.21M	0.6%	$144.87	0.0%	COM	64125C109
ALL	ALLSTATE CORP	72,496	$15.09M	0.6%	$167.43	+21.9%	COM	020002101
RPRX	ROYALTY PHARMA PLC	376,615	$14.55M	0.6%	$35.86	+6.3%	SHS CLASS A	G7709Q104
BKR	BAKER HUGHES COMPANY	311,670	$14.19M	0.6%	$45.87	+3.2%	CL A	05722G100
PEGA	PEGASYSTEMS INC	230,391	$13.76M	0.6%	$55.42	+5.7%	COM	705573103
BSX	BOSTON SCIENTIFIC CORP	141,817	$13.52M	0.6%	$54.18	+81.0%	COM	101137107
LRCX	LAM RESEARCH CORP	75,113	$12.86M	0.5%	$144.57	+7.5%	COM NEW	512807306
FLS	FLOWSERVE CORP	166,736	$11.57M	0.5%	$63.19	+1.4%	COM	34354P105
ULTA	ULTA BEAUTY INC	19,118	$11.57M	0.5%	$546.10	+0.7%	COM	90384S303
BSCZ	INVESCO EXCH TRD SLF IDX FD	537,257	$11.18M	0.5%	$20.81	—	BULLETSHARES	46139W759
BSCR	INVESCO EXCH TRD SLF IDX FD	560,241	$11.06M	0.5%	$20.85	—	BULSHS 2027 CB	46138J783
BSCS	INVESCO EXCH TRD SLF IDX FD	536,700	$11.06M	0.5%	$21.88	—	INVSCO BLSH 28	46138J643
NET	CLOUDFLARE INC	56,014	$11.04M	0.5%	$211.53	0.0%	CL A COM	18915M107
BSCT	INVESCO EXCH TRD SLF IDX FD	584,484	$11.01M	0.5%	$20.61	—	BULETSHS 2029	46138J577
MU	MICRON TECHNOLOGY INC	38,296	$10.93M	0.5%	$229.35	0.0%	COM	595112103
BSCU	INVESCO EXCH TRD SLF IDX FD	636,580	$10.77M	0.4%	$19.01	—	INVSCO 30 CORP	46138J460
BSCV	INVESCO EXCH TRD SLF IDX FD	636,537	$10.63M	0.4%	$18.68	—	BULETSHS 2031 CP	46138J429
BSCW	INVESCO EXCH TRD SLF IDX FD	508,672	$10.62M	0.4%	$19.99	—	BULLETSHS 2032	46139W858
CASY	CASEYS GEN STORES INC	19,200	$10.61M	0.4%	$521.89	+5.3%	COM	147528103
BSCY	INVESCO EXCH TRD SLF IDX FD	504,697	$10.61M	0.4%	$20.24	—	BULLETSHARES 203	46139W783
BSCX	INVESCO EXCH TRD SLF IDX FD	493,185	$10.58M	0.4%	$21.22	—	INVESCO BULLETSH	46139W825
INCY	INCYTE CORP	105,900	$10.46M	0.4%	$94.86	+2.0%	COM	45337C102
BLD	TOPBUILD CORP	24,927	$10.4M	0.4%	$399.76	+7.3%	COM	89055F103
SNOW	SNOWFLAKE INC	43,913	$9.633M	0.4%	$243.28	+0.3%	COM SHS	833445109
BWA	BORGWARNER INC	193,478	$8.718M	0.4%	$39.99	+9.3%	COM	099724106
AXS	AXIS CAP HLDGS LTD	81,007	$8.675M	0.4%	$94.91	+4.7%	SHS	G0692U109
OHI	OMEGA HEALTHCARE INVS INC	191,615	$8.496M	0.4%	$40.45	—	COM	681936100
MSFT	MICROSOFT CORP	17,434	$8.432M	0.3%	$386.42	+29.5%	COM	594918104
PRIM	PRIMORIS SVCS CORP	66,567	$8.264M	0.3%	$130.57	0.0%	COM	74164F103
CORT	CORCEPT THERAPEUTICS INC	207,457	$7.22M	0.3%	$59.55	+31.9%	COM	218352102
WYNN	WYNN RESORTS LTD	56,166	$6.758M	0.3%	$89.22	+38.5%	COM	983134107
IONQ	IONQ INC	126,806	$5.69M	0.2%	$32.96	+70.0%	COM	46222L108
SOFI	SOFI TECHNOLOGIES INC	198,076	$5.186M	0.2%	$13.66	+103.9%	COM	83406F102
CRDO	CREDO TECHNOLOGY GROUP HOLDI	35,283	$5.077M	0.2%	$114.46	+34.3%	ORDINARY SHARES	G25457105
SNX	TD SYNNEX CORPORATION	32,135	$4.828M	0.2%	$120.54	+26.8%	COM	87162W100
KTOS	KRATOS DEFENSE & SEC SOLUTIO	60,238	$4.573M	0.2%	$43.05	+90.2%	COM NEW	50077B207
YOU	CLEAR SECURE INC	129,032	$4.526M	0.2%	$33.22	+2.2%	COM CL A	18467V109
DDOG	DATADOG INC	33,258	$4.523M	0.2%	$158.02	0.0%	CL A COM	23804L103
COHR	COHERENT CORP	23,839	$4.4M	0.2%	$109.43	+36.7%	COM	19247G107
DAL	DELTA AIR LINES INC DEL	63,376	$4.398M	0.2%	$48.88	+27.8%	COM NEW	247361702
ATI	ATI INC	35,473	$4.071M	0.2%	$81.04	+20.3%	COM	01741R102
FWONK	LIBERTY MEDIA CORP DEL	39,283	$3.87M	0.2%	$83.16	—	COM LBTY ONE S C	531229755
NEM	NEWMONT CORP	38,678	$3.862M	0.2%	$90.20	0.0%	COM	651639106
JPM	JPMORGAN CHASE & CO.	11,683	$3.764M	0.2%	$179.42	+72.5%	COM	46625H100
SNPS	SYNOPSYS INC	7,986	$3.751M	0.2%	$444.23	0.0%	COM	871607107
AEIS	ADVANCED ENERGY INDS	17,274	$3.617M	0.1%	$150.44	+35.2%	COM	007973100
IRTC	IRHYTHM TECHNOLOGIES INC	19,549	$3.469M	0.1%	$152.89	+15.9%	COM	450056106
AXON	AXON ENTERPRISE INC	6,070	$3.447M	0.1%	$205.61	+201.8%	COM	05464C101
PWR	QUANTA SVCS INC	8,041	$3.394M	0.1%	$124.22	+253.6%	COM	74762E102
GE	GE AEROSPACE	10,907	$3.36M	0.1%	$138.08	+117.8%	COM NEW	369604301
AAPL	APPLE INC	12,024	$3.269M	0.1%	$172.36	+55.7%	COM	037833100
SPHD	INVESCO EXCH TRADED FD TR II	64,351	$3.089M	0.1%	$42.58	—	S&P500 HDL VOL	46138E362
HAL	HALLIBURTON CO	108,397	$3.063M	0.1%	$24.62	+6.8%	COM	406216101
MS	MORGAN STANLEY	17,150	$3.045M	0.1%	$109.17	+52.5%	COM NEW	617446448
CFG	CITIZENS FINL GROUP INC	51,593	$3.014M	0.1%	$45.61	+17.5%	COM	174610105
NFLX	NETFLIX INC	30,552	$2.865M	0.1%	$99.85	+8.0%	COM	64110L106
MOAT	VANECK ETF TRUST	27,103	$2.807M	0.1%	$62.95	—	MRNGSTR WDE MOAT	92189F643
CRS	CARPENTER TECHNOLOGY CORP	8,132	$2.56M	0.1%	$165.96	+81.1%	COM	144285103
VTV	VANGUARD INDEX FDS	12,932	$2.47M	0.1%	$126.27	—	VALUE ETF	922908744
LYG	LLOYDS BANKING GROUP PLC	428,958	$2.273M	0.1%	$4.26	—	SPONSORED ADR	539439109
ANET	ARISTA NETWORKS INC	17,119	$2.243M	0.1%	$115.12	+19.6%	COM SHS	040413205
IBM	INTERNATIONAL BUSINESS MACHS	7,271	$2.154M	0.1%	$181.43	+64.7%	COM	459200101
LOW	LOWES COS INC	8,921	$2.151M	0.1%	$202.97	+18.2%	COM	548661107
PH	PARKER-HANNIFIN CORP	2,365	$2.079M	0.1%	$397.11	+105.9%	COM	701094104
SPHR	SPHERE ENTERTAINMENT CO	21,695	$2.063M	0.1%	$76.20	0.0%	CL A	55826T102
DFAC	DIMENSIONAL ETF TRUST	51,105	$2.023M	0.1%	$35.84	—	US CORE EQUITY 2	25434V708
MTZ	MASTEC INC	8,884	$1.931M	0.1%	$148.29	+41.5%	COM	576323109
LGND	LIGAND PHARMACEUTICALS INC	10,147	$1.918M	0.1%	$103.36	+85.9%	COM NEW	53220K504
DTM	DT MIDSTREAM INC	15,658	$1.874M	0.1%	$94.68	+20.7%	COMMON STOCK	23345M107
BABA	ALIBABA GROUP HLDG LTD	12,420	$1.821M	0.1%	$146.58	—	SPONSORED ADS	01609W102
INTU	INTUIT	2,705	$1.792M	0.1%	$677.16	-2.4%	COM	461202103
ETR	ENTERGY CORP NEW	19,341	$1.788M	0.1%	$69.81	+35.4%	COM	29364G103
SCHW	SCHWAB CHARLES CORP	17,795	$1.778M	0.1%	$81.08	+16.8%	COM	808513105
SHEL	SHELL PLC	23,697	$1.741M	0.1%	$66.97	—	SPON ADS	780259305
LDOS	LEIDOS HOLDINGS INC	9,639	$1.739M	0.1%	$162.84	+16.1%	COM	525327102
VIAV	VIAVI SOLUTIONS INC	97,507	$1.738M	0.1%	$11.21	+44.1%	COM	925550105
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	105,689	$1.716M	0.1%	$16.32	0.0%	COM	00650F109
CSCO	CISCO SYS INC	22,207	$1.711M	0.1%	$62.14	+18.8%	COM	17275R102
JOBY	JOBY AVIATION INC	126,246	$1.666M	0.1%	$12.78	+20.1%	COMMON STOCK	G65163100
COCO	VITA COCO CO INC	31,397	$1.664M	0.1%	$46.90	0.0%	COM	92846Q107
ENVA	ENOVA INTL INC	10,560	$1.66M	0.1%	$90.25	+44.2%	COM	29357K103
NXPI	NXP SEMICONDUCTORS N V	7,632	$1.657M	0.1%	$189.65	+12.7%	COM	N6596X109
MEDP	MEDPACE HLDGS INC	2,900	$1.629M	0.1%	$546.09	+3.9%	COM	58506Q109
TPR	TAPESTRY INC	12,535	$1.602M	0.1%	$47.56	+139.7%	COM	876030107
NPO	ENPRO INC	7,425	$1.59M	0.1%	$217.16	+1.8%	COM	29355X107
SHLS	SHOALS TECHNOLOGIES GROUP IN	185,963	$1.581M	0.1%	$6.61	+35.8%	CL A	82489W107
CI	THE CIGNA GROUP	5,647	$1.554M	0.1%	$283.87	-1.6%	COM	125523100
KGC	KINROSS GOLD CORP	55,145	$1.553M	0.1%	$15.10	+72.1%	COM	496902404
QCOM	QUALCOMM INC	9,006	$1.54M	0.1%	$158.66	+7.6%	COM	747525103
CBRE	CBRE GROUP INC	9,463	$1.522M	0.1%	$136.77	+15.0%	CL A	12504L109
WCC	WESCO INTL INC	6,179	$1.512M	0.1%	$209.31	+17.0%	COM	95082P105
NYT	NEW YORK TIMES CO	21,666	$1.504M	0.1%	$52.11	+18.6%	CL A	650111107
KR	KROGER CO	23,715	$1.482M	0.1%	$65.19	+0.0%	COM	501044101
AMKR	AMKOR TECHNOLOGY INC	37,390	$1.476M	0.1%	$35.54	0.0%	COM	031652100
BX	BLACKSTONE INC	9,540	$1.47M	0.1%	$155.58	-2.6%	COM	09260D107
KRYS	KRYSTAL BIOTECH INC	5,954	$1.468M	0.1%	$152.74	+37.8%	COM	501147102
XLK	SELECT SECTOR SPDR TR	10,130	$1.458M	0.1%	$174.96	—	STATE STREET TEC	81369Y803
AZN	ASTRAZENECA PLC	15,620	$1.436M	0.1%	$78.62	—	SPONSORED ADR	046353108
CBOE	CBOE GLOBAL MKTS INC	5,636	$1.415M	0.1%	$173.08	+43.7%	COM	12503M108
CECO	CECO ENVIRONMENTAL CORP	23,585	$1.412M	0.1%	$53.49	0.0%	COM	125141101
VSCO	VICTORIAS SECRET AND CO	25,648	$1.389M	0.1%	$39.72	0.0%	COMMON STOCK	926400102
MA	MASTERCARD INCORPORATED	2,432	$1.389M	0.1%	$461.37	+21.1%	CL A	57636Q104
GILD	GILEAD SCIENCES INC	11,275	$1.384M	0.1%	$111.21	+8.7%	COM	375558103
CMI	CUMMINS INC	2,711	$1.384M	0.1%	$307.74	+51.5%	COM	231021106
PR	PERMIAN RESOURCES CORP	98,024	$1.375M	0.1%	$13.97	-3.9%	CLASS A COM	71424F105
TMUS	T-MOBILE US INC	6,737	$1.368M	0.1%	$211.32	0.0%	COM	872590104
NVT	NVENT ELECTRIC PLC	13,315	$1.358M	0.1%	$63.39	+63.4%	SHS	G6700G107
CDE	COEUR MNG INC	75,034	$1.338M	0.1%	$15.67	+10.9%	COM NEW	192108504
TNL	TRAVEL PLUS LEISURE CO	18,911	$1.334M	0.1%	$46.72	+39.4%	COM	894164102
AUR	AURORA INNOVATION INC	340,913	$1.309M	0.1%	$3.68	+24.4%	CLASS A COM	051774107
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,557	$1.285M	0.1%	$434.68	+14.5%	CL B NEW	084670702
LYFT	LYFT INC	66,216	$1.283M	0.1%	$17.04	+22.0%	CL A COM	55087P104
REAL	THE REALREAL INC	81,242	$1.282M	0.1%	$13.06	0.0%	COM	88339P101
SPY	SPDR S&P 500 ETF TR	1,857	$1.266M	0.1%	$545.58	—	TR UNIT	78462F103
FIVE	FIVE BELOW INC	6,718	$1.265M	0.1%	$162.56	0.0%	COM	33829M101
ENS	ENERSYS	8,615	$1.264M	0.1%	$133.36	0.0%	COM	29275Y102
RMBS	RAMBUS INC DEL	13,607	$1.25M	0.1%	$98.40	0.0%	COM	750917106
PATH	UIPATH INC	76,148	$1.248M	0.1%	$15.56	0.0%	CL A	90364P105
VGT	VANGUARD WORLD FD	1,655	$1.248M	0.1%	$421.50	—	INF TECH ETF	92204A702
PLD	PROLOGIS INC.	9,689	$1.237M	0.1%	$117.23	+5.6%	COM	74340W103
FIGS	FIGS INC	108,620	$1.234M	0.1%	$9.37	0.0%	CL A	30260D103
VOYA	VOYA FINANCIAL INC	16,365	$1.219M	0.1%	$67.83	+7.0%	COM	929089100
NEE	NEXTERA ENERGY INC	15,056	$1.209M	0.1%	$70.60	+16.9%	COM	65339F101
MRCY	MERCURY SYS INC	16,538	$1.207M	0.1%	$49.69	+49.7%	COM	589378108
SRE	SEMPRA	13,646	$1.205M	0.0%	$72.91	+24.2%	COM	816851109
AWI	ARMSTRONG WORLD INDS INC NEW	6,294	$1.203M	0.0%	$185.87	+2.6%	COM	04247X102
HAS	HASBRO INC	14,645	$1.201M	0.0%	$60.49	+29.0%	COM	418056107
SYY	SYSCO CORP	16,291	$1.2M	0.0%	$72.37	+4.3%	COM	871829107
RBC	RBC BEARINGS INC	2,666	$1.196M	0.0%	$343.45	+23.3%	COM	75524B104
BBVA	BANCO BILBAO VIZCAYA ARGENTA	51,005	$1.189M	0.0%	$15.77	—	SPONSORED ADR	05946K101
XOM	EXXON MOBIL CORP	9,840	$1.184M	0.0%	$111.39	+3.7%	COM	30231G102
KALU	KAISER ALUMINUM CORP	10,002	$1.149M	0.0%	$94.44	0.0%	COM PAR $0.01	483007704
RJF	RAYMOND JAMES FINL INC	6,963	$1.118M	0.0%	$155.50	+3.5%	COM	754730109
NXST	NEXSTAR MEDIA GROUP INC	5,424	$1.101M	0.0%	$162.75	+18.5%	COMMON STOCK	65336K103
TSN	TYSON FOODS INC	18,498	$1.084M	0.0%	$56.94	-4.1%	CL A	902494103
LVS	LAS VEGAS SANDS CORP	16,454	$1.071M	0.0%	$61.19	0.0%	COM	517834107
ESE	ESCO TECHNOLOGIES INC	5,412	$1.057M	0.0%	$174.04	+21.1%	COM	296315104
MYRG	MYR GROUP INC DEL	4,656	$1.017M	0.0%	$217.65	0.0%	COM	55405W104
F	FORD MTR CO	76,717	$1.007M	0.0%	$11.52	+11.4%	COM	345370860
RPV	INVESCO EXCHANGE TRADED FD T	9,609	$993K	0.0%	$73.55	—	S&P500 PUR VAL	46137V258
HCI	HCI GROUP INC	5,097	$977K	0.0%	$154.95	+21.6%	COM	40416E103
PIPR	PIPER SANDLER COMPANIES	2,868	$974K	0.0%	$337.82	0.0%	COM	724078100
FDX	FEDEX CORP	3,302	$954K	0.0%	$246.14	+6.3%	COM	31428X106
BTSG	BRIGHTSPRING HEALTH SVCS INC	24,579	$920K	0.0%	$33.54	0.0%	COM	10950A106
COP	CONOCOPHILLIPS	9,787	$916K	0.0%	$94.34	-4.6%	COM	20825C104
KN	KNOWLES CORP	42,446	$910K	0.0%	$22.79	0.0%	COM	49926D109
OZK	BANK OZK LITTLE ROCK ARK	19,562	$900K	0.0%	$45.64	+1.4%	COM	06417N103
PNC	PNC FINL SVCS GROUP INC	4,273	$892K	0.0%	$183.49	+5.1%	COM	693475105
BBY	BEST BUY INC	13,297	$890K	0.0%	$79.64	-5.3%	COM	086516101
GENI	GENIUS SPORTS LIMITED	80,150	$883K	0.0%	$5.06	+115.4%	SHARES CL A	G3934V109
PNW	PINNACLE WEST CAP CORP	9,898	$878K	0.0%	$89.23	0.0%	COM	723484101
AVT	AVNET INC	18,210	$876K	0.0%	$50.28	-2.7%	COM	053807103
HEI	HEICO CORP NEW	2,684	$869K	0.0%	$279.51	+13.1%	COM	422806109
SHW	SHERWIN WILLIAMS CO	2,669	$865K	0.0%	$322.97	+3.4%	COM	824348106
EQIX	EQUINIX INC	1,127	$863K	0.0%	$829.19	-5.8%	COM	29444U700
PPG	PPG INDS INC	8,371	$858K	0.0%	$110.29	-9.2%	COM	693506107
EG	EVEREST GROUP LTD	2,515	$853K	0.0%	$343.11	-3.8%	COM	G3223R108
MET	METLIFE INC	10,801	$853K	0.0%	$78.93	0.0%	COM	59156R108
SONY	SONY GROUP CORP	32,969	$844K	0.0%	$26.16	—	SPONSORED ADR	835699307
SO	SOUTHERN CO	9,528	$831K	0.0%	$71.79	+26.6%	COM	842587107
GOOG	ALPHABET INC	2,645	$830K	0.0%	$286.33	0.0%	CAP STK CL C	02079K107
KLAC	KLA CORP	661	$803K	0.0%	$743.03	+57.7%	COM NEW	482480100
PAVE	GLOBAL X FDS	16,544	$791K	0.0%	$23.50	—	US INFR DEV ETF	37954Y673
UHS	UNIVERSAL HLTH SVCS INC	3,521	$768K	0.0%	$220.94	0.0%	CL B	913903100
HL	HECLA MNG CO	40,000	$768K	0.0%	$15.27	0.0%	COM	422704106
BG	BUNGE GLOBAL SA	8,541	$761K	0.0%	$91.86	0.0%	COM SHS	H11356104
KFY	KORN FERRY	11,478	$758K	0.0%	$63.84	+4.7%	COM NEW	500643200
DBJP	DBX ETF TR	7,903	$748K	0.0%	$51.33	—	XTRACK MSCI JAPN	233051507
RMD	RESMED INC	3,098	$746K	0.0%	$255.44	0.0%	COM	761152107
MTH	MERITAGE HOMES CORP	11,258	$741K	0.0%	$77.07	-10.1%	COM	59001A102
IEV	ISHARES TR	10,408	$714K	0.0%	$60.29	—	EUROPE ETF	464287861
IDXX	IDEXX LABS INC	1,034	$700K	0.0%	$681.02	0.0%	COM	45168D104
NTES	NETEASE INC	4,961	$683K	0.0%	$151.68	—	SPONSORED ADS	64110W102
CF	CF INDS HLDGS INC	8,544	$661K	0.0%	$79.37	+3.2%	COM	125269100
OTIS	OTIS WORLDWIDE CORP	7,561	$660K	0.0%	$94.56	-5.6%	COM	68902V107
V	VISA INC	1,838	$645K	0.0%	$286.05	+19.0%	COM CL A	92826C839
MNST	MONSTER BEVERAGE CORP NEW	8,292	$636K	0.0%	$71.65	0.0%	COM	61174X109
EL	LAUDER ESTEE COS INC	6,000	$628K	0.0%	$88.48	+9.4%	CL A	518439104
IYC	ISHARES TR	5,975	$616K	0.0%	$92.01	—	US CONSUM DISCRE	464287580
JNJ	JOHNSON & JOHNSON	2,946	$610K	0.0%	$186.41	+5.7%	COM	478160104
HURN	HURON CONSULTING GROUP INC	3,494	$604K	0.0%	$163.70	0.0%	COM	447462102
NOW	SERVICENOW INC	3,912	$599K	0.0%	$172.83	-0.7%	COM	81762P102
IWV	ISHARES TR	1,533	$593K	0.0%	$386.85	—	RUSSELL 3000 ETF	464287689
HCA	HCA HEALTHCARE INC	1,268	$592K	0.0%	$385.59	+20.3%	COM	40412C101
CAT	CATERPILLAR INC	1,009	$578K	0.0%	$257.55	+115.7%	COM	149123101
TXG	10X GENOMICS INC	35,000	$571K	0.0%	$15.11	0.0%	CL A COM	88025U109
WFC	WELLS FARGO CO NEW	5,879	$548K	0.0%	$76.95	+12.6%	COM	949746101
IJJ	ISHARES TR	4,022	$529K	0.0%	$94.78	—	S&P MC 400VL ETF	464287705
IXG	ISHARES TR	4,074	$492K	0.0%	$90.07	—	GLOBAL FINLS ETF	464287333
UAL	UNITED AIRLS HLDGS INC	4,373	$489K	0.0%	$97.55	+3.6%	COM	910047109
AA	ALCOA CORP	8,986	$478K	0.0%	$40.88	0.0%	COM	013872106
GD	GENERAL DYNAMICS CORP	1,343	$452K	0.0%	$318.93	+6.9%	COM	369550108
CDNS	CADENCE DESIGN SYSTEM INC	1,444	$451K	0.0%	$339.31	-3.8%	COM	127387108
ET	ENERGY TRANSFER L P	25,653	$423K	0.0%	$16.49	—	COM UT LTD PTN	29273V100
EEM	ISHARES TR	7,535	$412K	0.0%	$53.45	—	MSCI EMG MKT ETF	464287234
WMT	WALMART INC	3,542	$395K	0.0%	$88.76	+20.8%	COM	931142103
WWD	WOODWARD INC	1,293	$391K	0.0%	$255.36	+7.6%	COM	980745103
HODL	VANECK BITCOIN ETF	15,800	$391K	0.0%	$30.47	—	SH BEN INT	92189K105
TSLA	TESLA INC	865	$389K	0.0%	$361.89	+22.5%	COM	88160R101
RKLB	ROCKET LAB CORP	5,568	$388K	0.0%	$45.36	+26.4%	COM	773121108
PSX	PHILLIPS 66	3,008	$388K	0.0%	$128.96	+3.9%	COM	718546104
JHG	JANUS HENDERSON GROUP PLC	8,134	$387K	0.0%	$43.36	+2.0%	ORD SHS	G4474Y214
AJG	GALLAGHER ARTHUR J & CO	1,410	$365K	0.0%	$176.83	+49.4%	COM	363576109
CELH	CELSIUS HLDGS INC	7,847	$359K	0.0%	$51.74	-2.6%	COM NEW	15118V207
BYD	BOYD GAMING CORP	4,206	$359K	0.0%	$83.44	-1.4%	COM	103304101
MSI	MOTOROLA SOLUTIONS INC	935	$358K	0.0%	$265.46	+51.0%	COM NEW	620076307
ESPO	VANECK ETF TRUST	3,453	$358K	0.0%	$87.31	—	VIDEO GMNG ESPRT	92189F114
EWC	ISHARES INC	6,615	$357K	0.0%	$40.30	—	MSCI CDA ETF	464286509
STLD	STEEL DYNAMICS INC	2,063	$350K	0.0%	$136.56	+16.0%	COM	858119100
SNA	SNAP ON INC	1,008	$347K	0.0%	$327.07	+4.1%	COM	833034101
AMG	AFFILIATED MANAGERS GROUP IN	1,202	$347K	0.0%	$227.39	+13.7%	COM	008252108
NWSA	NEWS CORP NEW	13,174	$344K	0.0%	$26.23	0.0%	CL A	65249B109
NTAP	NETAPP INC	3,165	$339K	0.0%	$111.22	+2.2%	COM	64110D104
ROKU	ROKU INC	3,104	$337K	0.0%	$101.49	0.0%	COM CL A	77543R102
ACM	AECOM	3,483	$332K	0.0%	$110.97	+5.6%	COM	00766T100
KMB	KIMBERLY-CLARK CORP	3,290	$332K	0.0%	$123.72	-12.4%	COM	494368103
PYPL	PAYPAL HLDGS INC	5,677	$331K	0.0%	$69.65	-6.9%	COM	70450Y103
FSLR	FIRST SOLAR INC	1,267	$331K	0.0%	$252.20	0.0%	COM	336433107
AIZ	ASSURANT INC	1,364	$329K	0.0%	$207.42	+7.4%	COM	04621X108
ONON	ON HLDG AG	7,029	$327K	0.0%	$43.09	0.0%	NAMEN AKT A	H5919C104
ALNY	ALNYLAM PHARMACEUTICALS INC	811	$322K	0.0%	$418.71	+5.7%	COM	02043Q107
DKS	DICKS SPORTING GOODS INC	1,608	$318K	0.0%	$128.92	+68.4%	COM	253393102
VUG	VANGUARD INDEX FDS	645	$315K	0.0%	$373.48	—	GROWTH ETF	922908736
NEOG	NEOGEN CORP	45,000	$315K	0.0%	$6.29	0.0%	COM	640491106
CRUS	CIRRUS LOGIC INC	2,637	$312K	0.0%	$113.52	+8.4%	COM	172755100
GNRC	GENERAC HLDGS INC	2,286	$312K	0.0%	$175.19	-7.9%	COM	368736104
PFGC	PERFORMANCE FOOD GROUP CO	3,409	$307K	0.0%	$99.51	-3.0%	COM	71377A103
CPNG	COUPANG INC	12,971	$306K	0.0%	$28.45	0.0%	CL A	22266T109
TXT	TEXTRON INC	3,473	$303K	0.0%	$81.73	+2.4%	COM	883203101
IVLU	ISHARES TR	7,943	$302K	0.0%	$32.94	—	MSCI INTL VLU FT	46435G409
PODD	INSULET CORP	1,056	$300K	0.0%	$312.66	0.0%	COM	45784P101
UTHR	UNITED THERAPEUTICS CORP DEL	611	$298K	0.0%	$307.71	+51.3%	COM	91307C102
CTRA	COTERRA ENERGY INC	11,248	$296K	0.0%	$25.10	0.0%	COM	127097103
POST	POST HLDGS INC	2,931	$290K	0.0%	$106.69	-3.0%	COM	737446104
PTC	PTC INC	1,665	$290K	0.0%	$185.83	0.0%	COM	69370C100
TJX	TJX COS INC NEW	1,879	$289K	0.0%	$118.09	+25.1%	COM	872540109
VNT	VONTIER CORPORATION	7,677	$285K	0.0%	$40.66	-5.9%	COM	928881101
J	JACOBS SOLUTIONS INC	2,154	$285K	0.0%	$143.18	+2.3%	COM	46982L108
VEEV	VEEVA SYS INC	1,275	$285K	0.0%	$276.92	-4.2%	CL A COM	922475108
GEN	GEN DIGITAL INC	10,435	$284K	0.0%	$29.71	-9.6%	COM	668771108
EWG	ISHARES INC	6,561	$279K	0.0%	$37.99	—	MSCI GERMANY ETF	464286806
CVX	CHEVRON CORP NEW	1,793	$273K	0.0%	$148.28	+2.1%	COM	166764100
IBUY	AMPLIFY ETF TR	3,656	$272K	0.0%	$60.15	—	ONLIN RETL ETF	032108102
PGR	PROGRESSIVE CORP	1,185	$270K	0.0%	$191.85	+10.7%	COM	743315103
VUSB	VANGUARD BD INDEX FDS	5,375	$268K	0.0%	$49.84	—	VANGUARD ULTRA	92203C303
ORCL	ORACLE CORP	1,350	$263K	0.0%	$146.47	+62.5%	COM	68389X105
SPOT	SPOTIFY TECHNOLOGY S A	416	$242K	0.0%	$353.31	+76.9%	SHS	L8681T102
SPTM	SPDR SERIES TRUST	2,890	$238K	0.0%	$74.89	—	STATE STREET SPD	78464A805
UNH	UNITEDHEALTH GROUP INC	720	$238K	0.0%	$298.94	+12.8%	COM	91324P102
IGV	ISHARES TR	2,232	$236K	0.0%	$100.12	—	EXPANDED TECH	464287515
LEU	CENTRUS ENERGY CORP	970	$235K	0.0%	$301.96	0.0%	CL A	15643U104
MAIN	MAIN STR CAP CORP	3,840	$232K	0.0%	$64.63	-8.8%	COM	56035L104
GLXY	GALAXY DIGITAL INC.	10,000	$224K	0.0%	$30.98	0.0%	CL A	36317J209
BSMZ	INVESCO EXCH TRD SLF IDX FD	8,745	$222K	0.0%	$25.44	—	BULTSHS 2035 MUN	46138J353
GLD	SPDR GOLD TR	550	$218K	0.0%	$355.47	—	GOLD SHS	78463V107
BSMR	INVESCO EXCH TRD SLF IDX FD	9,131	$216K	0.0%	$23.67	—	BULSHS 2027 MUNI	46138J494
HPQ	HP INC	9,693	$216K	0.0%	$26.00	-2.9%	COM	40434L105
BSMT	INVESCO EXCH TRD SLF IDX FD	9,286	$215K	0.0%	$23.15	—	BULSHS 2029 MUNI	46138J478
BSMS	INVESCO EXCH TRD SLF IDX FD	9,131	$215K	0.0%	$23.50	—	BULSHS 2028 MUNI	46138J486
DBX	DROPBOX INC	7,716	$215K	0.0%	$29.13	0.0%	CL A	26210C104
BSSX	INVESCO EXCH TRD SLF IDX FD	8,180	$211K	0.0%	$25.86	—	INVESCO BULLETSH	46139W791
BSMV	INVESCO EXCH TRD SLF IDX FD	9,993	$211K	0.0%	$21.14	—	BULLETSHS 31 MUN	46138J411
BSMU	INVESCO EXCH TRD SLF IDX FD	9,549	$210K	0.0%	$22.03	—	INVSC 30 MUNI BD	46138J445
BSMY	INVESCO EXCH TRD SLF IDX FD	8,555	$210K	0.0%	$24.58	—	BULLETSHARE 2034	46139W767
BSMW	INVESCO EXCH TRD SLF IDX FD	8,370	$210K	0.0%	$25.11	—	BULLETSHS 32 MUN	46139W833
EWL	ISHARES INC	3,490	$209K	0.0%	$59.96	—	MSCI SWITZERLAND	464286749
LAD	LITHIA MTRS INC	626	$208K	0.0%	$317.53	0.0%	COM	536797103
ILMN	ILLUMINA INC	1,566	$205K	0.0%	$117.40	0.0%	COM	452327109
QQQ	INVESCO QQQ TR	333	$205K	0.0%	$614.50	—	UNIT SER 1	46090E103
NAK	NORTHERN DYNASTY MINERALS LT	12,479	$24,584	0.0%	$0.45	+332.3%	COM NEW	66510M204