Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	71,926	$30.95M	6.8%	$124.86	+238.9%	COM	594918104
AAPL	APPLE INC	125,343	$29.2M	6.4%	$112.93	+96.5%	COM	037833100
NVDA	NVIDIA CORPORATION	187,239	$22.74M	5.0%	$92.71	+27.4%	COM	67066G104
AMAT	APPLIED MATLS INC	67,921	$13.72M	3.0%	$21.45	+843.2%	COM	038222105
AMZN	AMAZON COM INC	72,283	$13.47M	2.9%	$122.34	+49.1%	COM	023135106
QQQ	INVESCO QQQ TR	26,536	$12.95M	2.8%	$385.24	—	UNIT SER 1	46090E103
ORCL	ORACLE CORP	49,284	$8.398M	1.8%	$62.89	+127.5%	COM	68389X105
HD	HOME DEPOT INC	17,771	$7.201M	1.6%	$102.30	+244.7%	COM	437076102
GOOGL	ALPHABET INC	41,711	$6.918M	1.5%	$110.98	+50.2%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	37,443	$6.459M	1.4%	$147.18	+7.4%	COM	11135F101
IBM	INTERNATIONAL BUSINESS MACHS	28,642	$6.332M	1.4%	$125.86	+50.1%	COM	459200101
CAT	CATERPILLAR INC	16,057	$6.28M	1.4%	$149.07	+127.2%	COM	149123101
COST	COSTCO WHSL CORP NEW	6,927	$6.141M	1.3%	$541.63	+59.1%	COM	22160K105
CRUS	CIRRUS LOGIC INC	47,164	$5.858M	1.3%	$21.77	+508.3%	COM	172755100
JPM	JPMORGAN CHASE & CO.	27,492	$5.797M	1.3%	$100.39	+104.2%	COM	46625H100
UNH	UNITEDHEALTH GROUP INC	9,746	$5.698M	1.2%	$135.19	+305.6%	COM	91324P102
XOM	EXXON MOBIL CORP	47,388	$5.555M	1.2%	$66.93	+64.4%	COM	30231G102
MRK	MERCK & CO INC	46,984	$5.336M	1.2%	$61.37	+84.1%	COM	58933Y105
IRM	IRON MTN INC DEL	43,008	$5.111M	1.1%	$30.91	+230.2%	COM	46284V101
ABBV	ABBVIE INC	24,139	$4.767M	1.0%	$55.88	+219.8%	COM	00287Y109
DUK	DUKE ENERGY CORP NEW	40,780	$4.702M	1.0%	$56.94	+86.0%	COM NEW	26441C204
CSCO	CISCO SYS INC	85,537	$4.552M	1.0%	$27.26	+71.6%	COM	17275R102
IGV	ISHARES TR	49,724	$4.444M	1.0%	$149.59	—	EXPANDED TECH	464287515
ETN	EATON CORP PLC	12,681	$4.203M	0.9%	$64.58	+366.5%	SHS	G29183103
PG	PROCTER AND GAMBLE CO	24,185	$4.189M	0.9%	$86.17	+90.6%	COM	742718109
BX	BLACKSTONE INC	26,751	$4.096M	0.9%	$39.30	+240.1%	COM	09260D107
VBK	VANGUARD INDEX FDS	15,161	$4.054M	0.9%	$241.77	—	SML CP GRW ETF	922908595
MCD	MCDONALDS CORP	13,272	$4.042M	0.9%	$145.65	+83.1%	COM	580135101
VZ	VERIZON COMMUNICATIONS INC	83,202	$3.737M	0.8%	$31.33	+22.5%	COM	92343V104
CVX	CHEVRON CORP NEW	24,314	$3.581M	0.8%	$112.20	+24.7%	COM	166764100
BRK/B	BERKSHIRE HATHAWAY INC DEL	7,655	$3.523M	0.8%	$212.39	+108.2%	CL B NEW	084670702
LOW	LOWES COS INC	12,780	$3.461M	0.8%	$95.30	+147.8%	COM	548661107
GOOG	ALPHABET INC	20,016	$3.346M	0.7%	$113.09	+48.8%	CAP STK CL C	02079K107
WMT	WALMART INC	38,957	$3.146M	0.7%	$53.39	+35.8%	COM	931142103
META	META PLATFORMS INC	5,376	$3.077M	0.7%	$208.01	+146.2%	CL A	30303M102
JNJ	JOHNSON & JOHNSON	18,870	$3.058M	0.7%	$102.96	+48.3%	COM	478160104
MA	MASTERCARD INCORPORATED	6,099	$3.012M	0.7%	$138.07	+234.4%	CL A	57636Q104
SPY	SPDR S&P 500 ETF TR	5,243	$3.008M	0.7%	$449.66	—	TR UNIT	78462F103
KO	COCA COLA CO	40,186	$2.888M	0.6%	$39.69	+65.4%	COM	191216100
BAC	BANK AMERICA CORP	72,555	$2.879M	0.6%	$18.02	+115.2%	COM	060505104
PFE	PFIZER INC	98,977	$2.864M	0.6%	$24.37	+9.5%	COM	717081103
HON	HONEYWELL INTL INC	13,606	$2.812M	0.6%	$70.36	+167.7%	COM	438516106
SO	SOUTHERN CO	31,020	$2.797M	0.6%	$45.82	+78.2%	COM	842587107
DELL	DELL TECHNOLOGIES INC	22,289	$2.642M	0.6%	$70.72	+61.0%	CL C	24703L202
TFC	TRUIST FINL CORP	59,924	$2.563M	0.6%	$35.94	+10.1%	COM	89832Q109
KLAC	KLA CORP	3,210	$2.486M	0.5%	$88.14	+779.3%	COM NEW	482480100
TJX	TJX COS INC NEW	20,955	$2.463M	0.5%	$87.27	+29.2%	COM	872540109
LMT	LOCKHEED MARTIN CORP	4,212	$2.462M	0.5%	$292.13	+76.8%	COM	539830109
RTX	RTX CORPORATION	19,467	$2.359M	0.5%	$87.54	+26.9%	COM	75513E101
CARR	CARRIER GLOBAL CORPORATION	29,075	$2.34M	0.5%	$37.28	+83.8%	COM	14448C104
LEN	LENNAR CORP	12,194	$2.286M	0.5%	$116.88	+40.5%	CL A	526057104
FDX	FEDEX CORP	8,055	$2.205M	0.5%	$202.73	+38.7%	COM	31428X106
AMGN	AMGEN INC	6,698	$2.158M	0.5%	$171.24	+82.9%	COM	031162100
V	VISA INC	7,783	$2.14M	0.5%	$134.01	+99.8%	COM CL A	92826C839
BMY	BRISTOL-MYERS SQUIBB CO	40,642	$2.103M	0.5%	$42.67	+2.3%	COM	110122108
MCK	MCKESSON CORP	4,239	$2.096M	0.5%	$186.67	+196.5%	COM	58155Q103
AXP	AMERICAN EXPRESS CO	7,710	$2.091M	0.5%	$160.40	+52.8%	COM	025816109
NVO	NOVO-NORDISK A S	17,256	$2.055M	0.4%	$101.52	—	ADR	670100205
XLC	SELECT SECTOR SPDR TR	22,600	$2.043M	0.4%	$72.66	—	COMMUNICATION	81369Y852
DHR	DANAHER CORPORATION	7,347	$2.043M	0.4%	$126.59	+107.3%	COM	235851102
LLY	ELI LILLY & CO	2,301	$2.039M	0.4%	$540.41	+64.7%	COM	532457108
TGT	TARGET CORP	12,501	$1.948M	0.4%	$113.03	+24.8%	COM	87612E106
SCHX	SCHWAB STRATEGIC TR	28,685	$1.946M	0.4%	$60.93	—	US LRG CAP ETF	808524201
SCHB	SCHWAB STRATEGIC TR	28,883	$1.921M	0.4%	$59.49	—	US BRD MKT ETF	808524102
PEP	PEPSICO INC	11,082	$1.885M	0.4%	$88.99	+83.1%	COM	713448108
INTC	INTEL CORP	79,782	$1.872M	0.4%	$29.96	-16.9%	COM	458140100
JPST	J P MORGAN EXCHANGE TRADED F	35,519	$1.802M	0.4%	$50.25	—	ULTRA SHRT ETF	46641Q837
GLW	CORNING INC	39,179	$1.769M	0.4%	$16.93	+141.3%	COM	219350105
SYK	STRYKER CORPORATION	4,568	$1.65M	0.4%	$160.58	+112.0%	COM	863667101
DOW	DOW INC	29,169	$1.594M	0.3%	$36.11	+32.7%	COM	260557103
VRIG	INVESCO ACTIVELY MANAGED EXC	60,667	$1.522M	0.3%	$24.71	—	VAR RATE INVT	46090A879
TT	TRANE TECHNOLOGIES PLC	3,905	$1.518M	0.3%	$93.73	+266.0%	SHS	G8994E103
ITW	ILLINOIS TOOL WKS INC	5,761	$1.51M	0.3%	$117.99	+101.1%	COM	452308109
NKE	NIKE INC	16,765	$1.482M	0.3%	$102.03	-25.5%	CL B	654106103
BKNG	BOOKING HOLDINGS INC	351	$1.478M	0.3%	$1997.36	+90.0%	COM	09857L108
NUE	NUCOR CORP	9,652	$1.451M	0.3%	$154.14	-4.7%	COM	670346105
QRVO	QORVO INC	13,964	$1.442M	0.3%	$83.96	+33.8%	COM	74736K101
WFC	WELLS FARGO CO NEW	25,512	$1.441M	0.3%	$38.71	+41.7%	COM	949746101
IDU	ISHARES TR	13,919	$1.42M	0.3%	$103.77	—	U.S. UTILITS ETF	464287697
TXN	TEXAS INSTRS INC	6,864	$1.418M	0.3%	$37.35	+416.6%	COM	882508104
AVY	AVERY DENNISON CORP	6,334	$1.398M	0.3%	$41.23	+409.2%	COM	053611109
SHW	SHERWIN WILLIAMS CO	3,565	$1.361M	0.3%	$344.92	0.0%	COM	824348106
SCHM	SCHWAB STRATEGIC TR	15,667	$1.302M	0.3%	$69.76	—	US MID-CAP ETF	808524508
AMD	ADVANCED MICRO DEVICES INC	7,892	$1.295M	0.3%	$137.31	+10.7%	COM	007903107
T	AT&T INC	57,704	$1.269M	0.3%	$14.08	+33.4%	COM	00206R102
DD	DUPONT DE NEMOURS INC	14,081	$1.255M	0.3%	$27.68	+19.1%	COM	26614N102
NVS	NOVARTIS AG	10,614	$1.221M	0.3%	$91.02	—	SPONSORED ADR	66987V109
BA	BOEING CO	8,013	$1.218M	0.3%	$136.67	+25.5%	COM	097023105
EMN	EASTMAN CHEM CO	10,427	$1.167M	0.3%	$57.82	+62.9%	COM	277432100
VYM	VANGUARD WHITEHALL FDS	9,065	$1.162M	0.3%	$97.41	—	HIGH DIV YLD	921946406
LNG	CHENIERE ENERGY INC	6,412	$1.153M	0.3%	$171.83	+4.7%	COM NEW	16411R208
SCHA	SCHWAB STRATEGIC TR	21,715	$1.118M	0.2%	$52.73	—	US SML CAP ETF	808524607
FCNCA	FIRST CTZNS BANCSHARES INC N	606	$1.116M	0.2%	$495.92	+282.7%	CL A	31946M103
NOC	NORTHROP GRUMMAN CORP	2,084	$1.1M	0.2%	$176.65	+170.6%	COM	666807102
CMCSA	COMCAST CORP NEW	26,282	$1.098M	0.2%	$27.89	+35.4%	CL A	20030N101
IP	INTERNATIONAL PAPER CO	21,831	$1.066M	0.2%	$32.22	+37.2%	COM	460146103
LH	LABCORP HOLDINGS INC	4,754	$1.062M	0.2%	$199.50	+8.4%	COM SHS	504922105
DE	DEERE & CO	2,528	$1.055M	0.2%	$131.27	+181.3%	COM	244199105
MAS	MASCO CORP	12,285	$1.031M	0.2%	$56.03	+32.2%	COM	574599106
CTAS	CINTAS CORP	4,860	$1.001M	0.2%	$176.08	+8.4%	COM	172908105
GD	GENERAL DYNAMICS CORP	3,306	$999K	0.2%	$138.57	+106.8%	COM	369550108
ACM	AECOM	9,521	$983K	0.2%	$83.01	+11.5%	COM	00766T100
COP	CONOCOPHILLIPS	9,319	$981K	0.2%	$70.40	+49.2%	COM	20825C104
ENB	ENBRIDGE INC	23,801	$967K	0.2%	$25.24	+40.7%	COM	29250N105
GIS	GENERAL MLS INC	12,690	$937K	0.2%	$45.08	+45.6%	COM	370334104
ET	ENERGY TRANSFER L P	57,958	$930K	0.2%	$11.86	—	COM UT LTD PTN	29273V100
NEE	NEXTERA ENERGY INC	10,956	$926K	0.2%	$57.34	+30.6%	COM	65339F101
CDNS	CADENCE DESIGN SYSTEM INC	3,400	$922K	0.2%	$57.27	+382.8%	COM	127387108
NFLX	NETFLIX INC	1,288	$914K	0.2%	$27.31	+144.9%	COM	64110L106
GILD	GILEAD SCIENCES INC	10,846	$909K	0.2%	$56.06	+30.3%	COM	375558103
LIN	LINDE PLC	1,899	$906K	0.2%	$325.49	+37.6%	SHS	G54950103
GPC	GENUINE PARTS CO	6,431	$898K	0.2%	$76.71	+73.1%	COM	372460105
MAR	MARRIOTT INTL INC NEW	3,592	$893K	0.2%	$148.98	+54.2%	CL A	571903202
MMM	3M CO	6,510	$890K	0.2%	$105.71	+12.7%	COM	88579Y101
VMC	VULCAN MATLS CO	3,517	$881K	0.2%	$208.58	+17.9%	COM	929160109
QCOM	QUALCOMM INC	5,102	$868K	0.2%	$64.70	+164.6%	COM	747525103
EMR	EMERSON ELEC CO	7,698	$842K	0.2%	$48.65	+116.0%	COM	291011104
MDLZ	MONDELEZ INTL INC	11,265	$830K	0.2%	$32.43	+107.2%	CL A	609207105
PFG	PRINCIPAL FINANCIAL GROUP IN	9,360	$804K	0.2%	$36.37	+110.6%	COM	74251V102
IVV	ISHARES TR	1,360	$785K	0.2%	$576.91	—	CORE S&P500 ETF	464287200
TMO	THERMO FISHER SCIENTIFIC INC	1,256	$777K	0.2%	$375.75	+56.8%	COM	883556102
VHT	VANGUARD WORLD FD	2,665	$752K	0.2%	$257.98	—	HEALTH CAR ETF	92204A504
SCCO	SOUTHERN COPPER CORP	6,483	$750K	0.2%	$69.24	+38.9%	COM	84265V105
DIA	SPDR DOW JONES INDL AVERAGE	1,753	$742K	0.2%	$351.88	—	UT SER 1	78467X109
EME	EMCOR GROUP INC	1,719	$740K	0.2%	$297.02	+26.7%	COM	29084Q100
ZTS	ZOETIS INC	3,713	$725K	0.2%	$177.17	+2.3%	CL A	98978V103
VGT	VANGUARD WORLD FD	1,228	$720K	0.2%	$403.74	—	INF TECH ETF	92204A702
GS	GOLDMAN SACHS GROUP INC	1,452	$719K	0.2%	$256.75	+85.0%	COM	38141G104
D	DOMINION ENERGY INC	12,357	$714K	0.2%	$49.85	+2.6%	COM	25746U109
VDE	VANGUARD WORLD FD	5,788	$709K	0.2%	$75.01	—	ENERGY ETF	92204A306
ABT	ABBOTT LABS	6,111	$697K	0.2%	$39.36	+172.0%	COM	002824100
RY	ROYAL BK CDA	5,499	$686K	0.1%	$76.69	+49.7%	COM	780087102
FISV	FISERV INC	3,799	$682K	0.1%	$117.96	+39.8%	COM	337738108
KEY	KEYCORP	39,821	$667K	0.1%	$10.65	+39.5%	COM	493267108
ELV	ELEVANCE HEALTH INC	1,261	$656K	0.1%	$303.95	+71.3%	COM	036752103
VUG	VANGUARD INDEX FDS	1,706	$655K	0.1%	$304.15	—	GROWTH ETF	922908736
CRM	SALESFORCE INC	2,386	$653K	0.1%	$220.21	+15.3%	COM	79466L302
OTIS	OTIS WORLDWIDE CORP	5,739	$597K	0.1%	$49.30	+88.7%	COM	68902V107
SCHD	SCHWAB STRATEGIC TR	6,943	$587K	0.1%	$68.59	—	US DIVIDEND EQ	808524797
VRTX	VERTEX PHARMACEUTICALS INC	1,246	$579K	0.1%	$356.17	+34.9%	COM	92532F100
XLF	SELECT SECTOR SPDR TR	12,469	$565K	0.1%	$37.91	—	FINANCIAL	81369Y605
PM	PHILIP MORRIS INTL INC	4,639	$563K	0.1%	$73.19	+50.1%	COM	718172109
VOO	VANGUARD INDEX FDS	1,060	$559K	0.1%	$419.62	—	S&P 500 ETF SHS	922908363
KMB	KIMBERLY-CLARK CORP	3,930	$559K	0.1%	$102.38	+31.1%	COM	494368103
ASML	ASML HOLDING N V	670	$558K	0.1%	$704.48	—	N Y REGISTRY SHS	N07059210
—	BLACKROCK INC	583	$554K	0.1%	$419.66	—	COM	09247X101
PHG	KONINKLIJKE PHILIPS N V	16,589	$543K	0.1%	$28.51	—	NY REGIS SHS NEW	500472303
PWR	QUANTA SVCS INC	1,778	$530K	0.1%	$107.68	+145.1%	COM	74762E102
ODFL	OLD DOMINION FREIGHT LINE IN	2,660	$528K	0.1%	$150.89	+27.7%	COM	679580100
SLB	SCHLUMBERGER LTD	12,462	$523K	0.1%	$55.74	-23.4%	COM STK	806857108
PH	PARKER-HANNIFIN CORP	818	$517K	0.1%	$367.29	+52.6%	COM	701094104
DIS	DISNEY WALT CO	5,352	$515K	0.1%	$105.61	-14.2%	COM	254687106
CTVA	CORTEVA INC	8,577	$504K	0.1%	$26.37	+104.0%	COM	22052L104
HAL	HALLIBURTON CO	17,263	$501K	0.1%	$37.33	-18.8%	COM	406216101
—	LAM RESEARCH CORP	614	$501K	0.1%	$482.76	—	COM	512807108
LNC	LINCOLN NATL CORP IND	15,721	$495K	0.1%	$36.95	-22.0%	COM	534187109
EFA	ISHARES TR	5,923	$495K	0.1%	$77.00	—	MSCI EAFE ETF	464287465
NOW	SERVICENOW INC	546	$488K	0.1%	$98.48	+66.9%	COM	81762P102
VOE	VANGUARD INDEX FDS	2,839	$476K	0.1%	$128.21	—	MCAP VL IDXVIP	922908512
CSX	CSX CORP	13,778	$476K	0.1%	$25.31	+31.2%	COM	126408103
XRT	SPDR SER TR	6,000	$466K	0.1%	$72.32	—	S&P RETAIL ETF	78464A714
IQV	IQVIA HLDGS INC	1,946	$461K	0.1%	$236.05	0.0%	COM	46266C105
TSCO	TRACTOR SUPPLY CO	1,585	$461K	0.1%	$20.97	+150.5%	COM	892356106
BP	BP PLC	14,637	$459K	0.1%	$35.23	—	SPONSORED ADR	055622104
TSLA	TESLA INC	1,741	$455K	0.1%	$235.89	-3.3%	COM	88160R101
VIG	VANGUARD SPECIALIZED FUNDS	2,221	$440K	0.1%	$119.42	—	DIV APP ETF	921908844
BLDR	BUILDERS FIRSTSOURCE INC	2,255	$437K	0.1%	$114.12	+45.3%	COM	12008R107
BDX	BECTON DICKINSON & CO	1,811	$437K	0.1%	$192.49	+18.3%	COM	075887109
WM	WASTE MGMT INC DEL	2,100	$436K	0.1%	$121.01	+68.8%	COM	94106L109
MS	MORGAN STANLEY	4,166	$434K	0.1%	$75.64	+28.1%	COM NEW	617446448
MU	MICRON TECHNOLOGY INC	4,160	$431K	0.1%	$46.26	+124.8%	COM	595112103
FCX	FREEPORT-MCMORAN INC	8,620	$430K	0.1%	$14.43	+206.5%	CL B	35671D857
DOV	DOVER CORP	2,242	$430K	0.1%	$98.98	+81.2%	COM	260003108
SWKS	SKYWORKS SOLUTIONS INC	4,295	$424K	0.1%	$79.46	+26.6%	COM	83088M102
VTI	VANGUARD INDEX FDS	1,493	$423K	0.1%	$269.06	—	TOTAL STK MKT	922908769
JMUB	J P MORGAN EXCHANGE TRADED F	8,243	$423K	0.1%	$50.96	—	MUNICIPAL ETF	46641Q647
VTEB	VANGUARD MUN BD FDS	8,233	$421K	0.1%	$51.05	—	TAX EXEMPT BD	922907746
MO	ALTRIA GROUP INC	8,186	$418K	0.1%	$34.52	+31.9%	COM	02209S103
LHX	L3HARRIS TECHNOLOGIES INC	1,755	$417K	0.1%	$180.55	+24.4%	COM	502431109
ISRG	INTUITIVE SURGICAL INC	839	$412K	0.1%	$251.17	+85.4%	COM NEW	46120E602
BOTZ	GLOBAL X FDS	12,551	$404K	0.1%	$28.50	—	RBTCS ARTFL INTE	37954Y715
—	SUPER MICRO COMPUTER INC	962	$401K	0.1%	$254.29	—	COM	86800U104
PAYX	PAYCHEX INC	2,981	$400K	0.1%	$47.37	+157.3%	COM	704326107
VOOG	VANGUARD ADMIRAL FDS INC	1,141	$394K	0.1%	$222.19	—	500 GRTH IDX F	921932505
ON	ON SEMICONDUCTOR CORP	5,407	$393K	0.1%	$38.68	+88.2%	COM	682189105
XLE	SELECT SECTOR SPDR TR	4,417	$388K	0.1%	$92.67	—	ENERGY	81369Y506
HEDJ	WISDOMTREE TR	8,631	$388K	0.1%	$48.53	—	EUROPE HEDGED EQ	97717X701
ADP	AUTOMATIC DATA PROCESSING IN	1,390	$385K	0.1%	$234.48	+8.1%	COM	053015103
CHRW	C H ROBINSON WORLDWIDE INC	3,468	$383K	0.1%	$62.42	+50.7%	COM NEW	12541W209
VTV	VANGUARD INDEX FDS	2,148	$375K	0.1%	$164.34	—	VALUE ETF	922908744
MPLX	MPLX LP	8,415	$374K	0.1%	$42.67	—	COM UNIT REP LTD	55336V100
UNP	UNION PAC CORP	1,515	$373K	0.1%	$209.56	+12.0%	COM	907818108
GE	GE AEROSPACE	1,970	$372K	0.1%	$117.83	+42.5%	COM NEW	369604301
SBR	SABINE RTY TR	6,000	$370K	0.1%	$67.71	—	UNIT BEN INT	785688102
EWJ	ISHARES INC	5,159	$369K	0.1%	$64.14	—	MSCI JPN ETF NEW	46434G822
SON	SONOCO PRODS CO	6,625	$362K	0.1%	$38.50	+27.7%	COM	835495102
MET	METLIFE INC	4,377	$361K	0.1%	$58.77	+22.3%	COM	59156R108
IR	INGERSOLL RAND INC	3,641	$357K	0.1%	$57.09	+62.6%	COM	45687V106
SBUX	STARBUCKS CORP	3,599	$351K	0.1%	$61.17	+35.4%	COM	855244109
KR	KROGER CO	6,106	$350K	0.1%	$43.46	+20.0%	COM	501044101
ICF	ISHARES TR	5,300	$349K	0.1%	$77.09	—	COHEN STEER REIT	464287564
ED	CONSOLIDATED EDISON INC	3,350	$349K	0.1%	$57.04	+65.6%	COM	209115104
SOXX	ISHARES TR	1,509	$348K	0.1%	$298.84	—	ISHARES SEMICDTR	464287523
XLK	SELECT SECTOR SPDR TR	1,530	$345K	0.1%	$208.74	—	TECHNOLOGY	81369Y803
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	928	$344K	0.1%	$277.69	+21.0%	CL A	989207105
NEM	NEWMONT CORP	6,310	$337K	0.1%	$37.72	+28.3%	COM	651639106
AEP	AMERICAN ELEC PWR CO INC	3,270	$335K	0.1%	$53.45	+74.1%	COM	025537101
WES	WESTERN MIDSTREAM PARTNERS L	8,535	$327K	0.1%	$39.63	—	COM UNIT LP INT	958669103
SYY	SYSCO CORP	4,183	$327K	0.1%	$32.84	+119.6%	COM	871829107
FANG	DIAMONDBACK ENERGY INC	1,890	$326K	0.1%	$130.90	+41.4%	COM	25278X109
CLX	CLOROX CO DEL	1,955	$318K	0.1%	$127.76	+10.5%	COM	189054109
PAVE	GLOBAL X FDS	7,693	$317K	0.1%	$39.57	—	US INFR DEV ETF	37954Y673
CVS	CVS HEALTH CORP	5,000	$314K	0.1%	$59.06	-6.5%	COM	126650100
MRVL	MARVELL TECHNOLOGY INC	4,315	$311K	0.1%	$50.37	+36.5%	COM	573874104
DGX	QUEST DIAGNOSTICS INC	2,000	$311K	0.1%	$126.28	+15.5%	COM	74834L100
ITA	ISHARES TR	1,983	$297K	0.1%	$131.94	—	US AER DEF ETF	464288760
O	REALTY INCOME CORP	4,653	$295K	0.1%	$49.00	+12.2%	COM	756109104
EQIX	EQUINIX INC	332	$295K	0.1%	$794.65	0.0%	COM	29444U700
NSC	NORFOLK SOUTHN CORP	1,165	$290K	0.1%	$150.98	+54.3%	COM	655844108
HLT	HILTON WORLDWIDE HLDGS INC	1,205	$278K	0.1%	$196.18	+10.0%	COM	43300A203
PPG	PPG INDS INC	2,077	$275K	0.1%	$113.02	+7.9%	COM	693506107
SNY	SANOFI	4,603	$265K	0.1%	$57.63	—	SPONSORED ADR	80105N105
OKE	ONEOK INC NEW	2,866	$261K	0.1%	$60.36	+35.0%	COM	682680103
GM	GENERAL MTRS CO	5,766	$259K	0.1%	$38.12	+19.9%	COM	37045V100
CPRT	COPART INC	4,875	$255K	0.1%	$47.59	+9.1%	COM	217204106
CMG	CHIPOTLE MEXICAN GRILL INC	4,418	$255K	0.1%	$55.35	0.0%	COM	169656105
VLTO	VERALTO CORP	2,252	$252K	0.1%	$82.23	+27.7%	COM SHS	92338C103
ICLR	ICON PLC	875	$251K	0.1%	$212.31	+48.5%	SHS	G4705A100
L	LOEWS CORP	3,120	$247K	0.1%	$66.05	+18.3%	COM	540424108
MELI	MERCADOLIBRE INC	120	$246K	0.1%	$1882.53	0.0%	COM	58733R102
GEV	GE VERNOVA INC	962	$245K	0.1%	$191.56	0.0%	COM	36828A101
IYC	ISHARES TR	2,726	$240K	0.1%	$75.78	—	US CONSUM DISCRE	464287580
CL	COLGATE PALMOLIVE CO	2,297	$238K	0.1%	$98.92	0.0%	COM	194162103
MGA	MAGNA INTL INC	5,754	$236K	0.1%	$38.98	+1.5%	COM	559222401
ARM	ARM HOLDINGS PLC	1,651	$236K	0.1%	$163.62	—	SPONSORED ADS	042068205
—	UNILEVER PLC	3,542	$230K	0.1%	$64.96	—	SPON ADR NEW	904767704
IWF	ISHARES TR	610	$229K	0.0%	$337.07	—	RUS 1000 GRW ETF	464287614
WELL	WELLTOWER INC	1,777	$228K	0.0%	$113.83	0.0%	COM	95040Q104
GLD	SPDR GOLD TR	933	$227K	0.0%	$243.06	—	GOLD SHS	78463V107
APD	AIR PRODS & CHEMS INC	754	$224K	0.0%	$263.17	0.0%	COM	009158106
VB	VANGUARD INDEX FDS	931	$221K	0.0%	$228.59	—	SMALL CP ETF	922908751
EOG	EOG RES INC	1,753	$215K	0.0%	$104.99	+14.7%	COM	26875P101
IJH	ISHARES TR	3,425	$213K	0.0%	$62.32	—	CORE S&P MCP ETF	464287507
ISTB	ISHARES TR	4,379	$213K	0.0%	$48.68	—	CORE 1 5 YR USD	46432F859
KTB	KONTOOR BRANDS INC	2,522	$206K	0.0%	$71.37	0.0%	COM	50050N103
GBIL	GOLDMAN SACHS ETF TR	2,055	$206K	0.0%	$100.29	—	ACCES TREASURY	381430529
BSV	VANGUARD BD INDEX FDS	2,560	$201K	0.0%	$77.02	—	SHORT TRM BOND	921937827
WMB	WILLIAMS COS INC	4,405	$201K	0.0%	$41.76	0.0%	COM	969457100
RIO	RIO TINTO PLC	2,825	$201K	0.0%	$71.17	—	SPONSORED ADR	767204100
EPD	ENTERPRISE PRODS PARTNERS L	6,895	$201K	0.0%	$29.11	—	COM	293792107
BSM	BLACK STONE MINERALS L P	13,150	$199K	0.0%	$15.96	—	COM UNIT	09225M101
CLNE	CLEAN ENERGY FUELS CORP	42,996	$134K	0.0%	$6.00	-52.8%	COM	184499101
VOD	VODAFONE GROUP PLC NEW	12,238	$123K	0.0%	$31.73	—	SPONSORED ADR	92857W308
ORLA	ORLA MNG LTD NEW	16,420	$65,680	0.0%	$3.45	+14.9%	COM	68634K106
EOSE	EOS ENERGY ENTERPRISES INC	15,445	$45,872	0.0%	$2.12	0.0%	COM CL A	29415C101
—	BLUEBIRD BIO INC	15,916	$8,268	0.0%	$6.14	—	COM	09609G100