Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	119,500	$22.3M	10.5%	$92.43	+88.6%	CMN	67066G104
MSFT	MICROSOFT CORPORATION	33,105	$17.15M	8.0%	$257.35	+97.7%	CMN	594918104
AAPL	APPLE INC.	60,770	$15.47M	7.3%	$162.21	+39.1%	CMN	037833100
GOOGL	ALPHABET INC.	53,044	$12.89M	6.0%	$108.73	+92.4%	CMN CLASS A	02079K305
AMZN	AMAZON.COM INC	45,875	$10.07M	4.7%	$127.87	+77.0%	CMN	023135106
AVGO	BROADCOM INC.	26,550	$8.759M	4.1%	$147.37	+107.5%	CMN	11135F101
META	META PLATFORMS INC-CLASS A	11,162	$8.197M	3.8%	$171.20	+334.1%	CMN CLASS A	30303M102
TSLA	TESLA, INC.	14,110	$6.275M	2.9%	$217.10	+59.8%	CMN	88160R101
SMWB	SimilarWeb	658,935	$6.128M	2.9%	$20.72	-56.8%	SHS	M84137104
NFLX	NETFLIX, INC.	2,825	$3.387M	1.6%	$40.49	+201.5%	CMN	64110L106
PLTR	PALANTIR TECHNOLOGIES INC.	16,280	$2.97M	1.4%	$89.16	+81.8%	CMN	69608A108
COST	COSTCO WHOLESALE CORPORATION	2,765	$2.559M	1.2%	$595.69	+60.6%	CMN	22160K105
CSCO	CISCO SYSTEMS, INC.	30,345	$2.076M	1.0%	$42.97	+56.8%	CMN	17275R102
AMD	ADVANCED MICRO DEVICES, INC.	12,315	$1.992M	0.9%	$76.08	+112.1%	CMN	007903107
BRK/B	BERKSHIRE HATHAWAY INC.	3,820	$1.92M	0.9%	$324.28	+49.4%	Class B	084670702
JPM	JPMORGAN CHASE & CO CMN	5,950	$1.877M	0.9%	$118.20	+150.4%	CMN	46625H100
LRCX	LAM RESEARCH CORPORATION	11,500	$1.54M	0.7%	$74.98	+40.7%	CMN	512807306
MU	MICRON TECHNOLOGY, INC.	8,950	$1.498M	0.7%	$79.50	+60.8%	CMN	595112103
INTU	INTUIT INC	2,150	$1.468M	0.7%	$535.48	+34.4%	CMN	461202103
V	VISA INC.	4,190	$1.43M	0.7%	$197.88	+74.4%	CMN CLASS A	92826C839
LLY	ELI LILLY & CO	1,790	$1.366M	0.6%	$405.19	+83.2%	CMN	532457108
PEP	PEPSICO, INC.	9,570	$1.344M	0.6%	$142.85	-1.7%	CMN	713448108
AMAT	APPLIED MATERIALS INC	6,445	$1.32M	0.6%	$95.14	+90.0%	CMN	038222105
AMGN	AMGEN INC.	4,670	$1.318M	0.6%	$225.47	+27.1%	CMN	031162100
BKNG	BOOKING HOLDINGS INC.	240	$1.296M	0.6%	$1867.55	+197.9%	CMN	09857L108
XOM	EXXON MOBIL CORPORATION	10,437	$1.177M	0.6%	$108.11	+1.5%	CMN	30231G102
QCOM	QUALCOMM INC	7,060	$1.175M	0.6%	$132.79	+18.4%	CMN	747525103
MA	MASTERCARD INCORPORATED	2,050	$1.166M	0.5%	$323.89	+77.1%	CMN CLASS A	57636Q104
LIN	LINDE PLC	2,450	$1.164M	0.5%	$415.32	+13.3%	CMN	G54950103
T	AT&T INC.	40,365	$1.14M	0.5%	$12.95	+116.7%	CMN	00206R102
ORCL	ORACLE CORPORATION	4,040	$1.136M	0.5%	$100.66	+152.5%	CMN	68389X105
HON	HONEYWELL INTL INC	5,280	$1.111M	0.5%	$173.49	+19.4%	CMN	438516106
TMUS	T-MOBILE US, INC.	4,600	$1.101M	0.5%	$163.29	+47.2%	CMN	872590104
HD	THE HOME DEPOT, INC.	2,715	$1.1M	0.5%	$294.88	+32.0%	CMN	437076102
U	Unity	27,252	$1.091M	0.5%	$31.33	+18.4%	CMN CLASS A	91332U101
ADBE	ADOBE INC	3,032	$1.07M	0.5%	$462.92	-22.5%	CMN	00724F101
ABBV	ABBVIE INC.	4,375	$1.013M	0.5%	$135.38	+49.2%	CMN	00287Y109
KLAC	KLA CORP	930	$1.003M	0.5%	$337.92	+175.3%	CMN	482480100
WMT	WALMART INC	9,480	$977K	0.5%	$52.27	+89.8%	CMN	931142103
GILD	GILEAD SCIENCES	8,605	$955K	0.4%	$69.45	+61.7%	CMN	375558103
ISRG	INTUITIVE SURGICAL, INC.	2,125	$950K	0.4%	$288.96	+66.1%	CMN	46120E602
JNJ	JOHNSON & JOHNSON	5,100	$946K	0.4%	$151.86	+11.6%	CMN	478160104
INTC	INTEL CORPORATION	27,530	$924K	0.4%	$21.88	+10.7%	CMN	458140100
KO	COCA-COLA COMPANY (THE)	13,020	$863K	0.4%	$60.24	+12.8%	CMN	191216100
UNH	UNITEDHEALTH GROUP INCORPORATED	2,475	$855K	0.4%	$412.62	-27.6%	CMN	91324P102
ADP	AUTOMATIC DATA PROCESSING INC	2,910	$854K	0.4%	$230.65	+29.1%	CMN	053015103
CMCSA	COMCAST CORPORATION	26,900	$845K	0.4%	$30.06	+10.3%	CMN CLASS A VOTING	20030N101
CRWD	CROWDSTRIKE HOLDINGS, INC.	1,720	$843K	0.4%	$294.60	+54.4%	CMN	22788C105
STX	SEAGATE TECHNOLOGY HOLDIN PLC	3,485	$823K	0.4%	$58.30	+191.1%	CMN	G7997R103
PANW	PALO ALTO NETWORKS INC.	4,010	$817K	0.4%	$171.32	+11.7%	CMN	697435105
MDLZ	MONDELEZ INTERNATIONAL, INC.	13,040	$815K	0.4%	$60.36	+5.0%	CMN	609207105
APP	APPLOVIN CORPORATION	1,050	$754K	0.4%	$324.21	+42.2%	CMN CLASS A	03831W108
AEP	AMERICAN ELECTRIC POWER INC	6,650	$748K	0.4%	$75.99	+42.4%	CMN	025537101
ADI	ANALOG DEVICES, INC.	2,970	$730K	0.3%	$150.10	+59.2%	CMN	032654105
DASH	DOORDASH INC	2,600	$707K	0.3%	$192.92	+30.0%	CMN CLASS A	25809K105
CRM	SALESFORCE INC	2,935	$696K	0.3%	$144.17	+74.4%	CMN	79466L302
CDNS	CADENCE DESIGN SYSTEMS INC	1,945	$683K	0.3%	$163.09	+110.9%	CMN	127387108
GE	GENERAL ELECTRIC COMPANY	2,265	$681K	0.3%	$65.91	+313.7%	CMN	369604301
PM	PHILIP MORRIS INTL INC	4,110	$667K	0.3%	$81.30	+103.2%	CMN	718172109
CEG	CONSTELLATION ENERGY CORP	2,005	$660K	0.3%	$175.75	+83.3%	CMN	21037T109
ABT	ABBOTT LABORATORIES	4,900	$656K	0.3%	$99.37	+31.4%	CMN	002824100
MS	MORGAN STANLEY	4,025	$640K	0.3%	$120.96	+21.1%	CMN	617446448
SNPS	SYNOPSYS, INC.	1,245	$614K	0.3%	$322.25	+75.4%	CMN	871607107
IBM	INTL BUSINESS MACHINES CORP	2,165	$611K	0.3%	$141.50	+83.4%	CMN	459200101
CAT	CATERPILLAR INC (DELAWARE)	1,270	$606K	0.3%	$206.59	+105.9%	CMN	149123101
WFC	WELLS FARGO & COMPANY	7,220	$605K	0.3%	$39.69	+102.7%	CMN	949746101
WDC	WESTERN DIGITAL CORPORATION	4,910	$589K	0.3%	$47.46	+71.9%	CMN	958102105
VRTX	VERTEX PHARMACEUTICALS INCORPORATED	1,485	$582K	0.3%	$322.62	+29.5%	CMN	92532F100
SCHW	CHARLES SCHWAB CORPORATION	6,070	$580K	0.3%	$57.92	+63.2%	CMN	808513105
RTX	RTX CORP	3,440	$576K	0.3%	$87.52	+76.3%	CMN	75513E101
ORLY	O'REILLY AUTOMOTIVE, INC.	5,250	$566K	0.3%	$88.68	+13.4%	CMN	67103H107
ANET	ARISTA NETWORKS, INC.	3,820	$557K	0.3%	$102.84	+25.2%	CMN	040413205
BKR	BAKER HUGHES CO	10,950	$533K	0.3%	$37.27	+17.6%	CMN	05722G100
MELI	MERCADOLIBRE, INC.	215	$502K	0.2%	$1137.53	+111.0%	CMN	58733R102
MRK	MERCK & CO., INC.	5,975	$501K	0.2%	$85.11	-4.8%	CMN	58933Y105
NTAP	NETAPP, INC.	4,160	$493K	0.2%	$93.51	+18.5%	CMN	64110D104
FISV	FISERV, INC.	3,805	$491K	0.2%	$99.59	+43.9%	CMN	337738108
COP	CONOCOPHILLIPS	5,150	$487K	0.2%	$88.02	+6.0%	CMN	20825C104
IDXX	IDEXX LABORATORIES	750	$479K	0.2%	$462.67	+31.2%	CMN	45168D104
DHR	DANAHER CORPORATION	2,320	$460K	0.2%	$203.46	-2.5%	CMN	235851102
BAC	BANK OF AMERICA CORP	8,860	$457K	0.2%	$41.45	+16.6%	CMN	060505104
CTAS	CINTAS CORPORATION	2,220	$456K	0.2%	$169.46	+25.6%	CMN	172908105
SPGI	S&P GLOBAL INC.	920	$448K	0.2%	$321.12	+66.2%	CMN	78409V104
BLK	BLACKROCK FUNDING, INC.	380	$443K	0.2%	$991.05	+11.9%	CMN	09290D101
CSX	CSX CORPORATION	12,270	$436K	0.2%	$29.04	+16.9%	CMN	126408103
PYPL	PAYPAL HOLDINGS, INC.	6,480	$435K	0.2%	$57.15	+23.1%	CMN	70450Y103
AXP	AMERICAN EXPRESS CO.	1,305	$433K	0.2%	$156.99	+101.6%	CMN	025816109
MCD	MC DONALDS CORP	1,415	$430K	0.2%	$232.91	+29.4%	CMN	580135101
UBER	UBER TECHNOLOGIES, INC.	4,380	$429K	0.2%	$72.04	+29.8%	CMN	90353T100
ADSK	AUTODESK, INC.	1,350	$429K	0.2%	$283.70	+7.4%	CMN	052769106
PFE	PFIZER INC.	16,620	$423K	0.2%	$22.35	+8.0%	CMN	717081103
SHOP	SHOPIFY INC.	2,820	$419K	0.2%	$100.02	+35.5%	CMN CLASS A	82509L107
SPOT	SPOTIFY TECHNOLOGY S.A.	595	$415K	0.2%	$332.48	+110.3%	CMN	L8681T102
MNST	MONSTER BEVERAGE CORPORATION	6,150	$414K	0.2%	$50.60	+23.4%	CMN	61174X109
D	DOMINION ENERGY INC	6,540	$400K	0.2%	$42.64	+36.8%	CMN	25746U109
TJX	TJX COMPANIES INC (NEW)	2,755	$398K	0.2%	$70.72	+87.1%	CMN	872540109
GD	GENERAL DYNAMICS CORP.	1,160	$396K	0.2%	$240.84	+30.3%	CMN	369550108
FAST	FASTENAL COMPANY	8,020	$393K	0.2%	$38.48	+22.0%	CMN	311900104
APH	AMPHENOL CORP CL-A (NEW)	3,150	$390K	0.2%	$62.23	+75.8%	CMN CLASS A	032095101
ES	EVERSOURCE ENERGY	5,440	$387K	0.2%	$52.54	+22.2%	CMN	30040W108
MET	METLIFE, INC.	4,580	$377K	0.2%	$60.76	+28.2%	CMN	59156R108
UNP	UNION PACIFIC CORP. JSE UNPI INT EQTY	1,595	$377K	0.2%	$213.43	+4.6%	COM	907818108
REGN	REGENERON PHARMACEUTICAL INC	670	$377K	0.2%	$564.28	0.0%	CMN	75886F107
MAR	MARRIOTT INTERNATIONAL, INC	1,440	$375K	0.2%	$149.19	+79.3%	CMN CLASS A	571903202
PDD	PDD HOLDINGS INC SPONSORED ADR	2,815	$372K	0.2%	$118.35	—	CMN	722304102
AMT	AMERICAN TOWER CORPORATION	1,925	$370K	0.2%	$181.26	+12.9%	CMN	03027X100
ETN	EATON CORP PLC	985	$369K	0.2%	$209.69	+73.2%	CMN	G29183103
BSX	BOSTON SCIENTIFIC CORP.	3,730	$364K	0.2%	$53.38	+94.0%	CMN	101137107
WMB	THE WILLIAMS COMPANIES, INC.	5,715	$362K	0.2%	$32.99	+75.3%	CMN	969457100
GEV	GE VERNOVA LLC	566	$348K	0.2%	$415.97	+45.6%	CMN	36828A101
PG	THE PROCTER & GAMBLE COMPANY	2,265	$348K	0.2%	$153.24	+1.1%	CMN	742718109
MDT	MEDTRONIC PUBLIC LIMITED COMPANY	3,620	$345K	0.2%	$74.79	+22.0%	CMN	G5960L103
LMT	LOCKHEED MARTIN CORPORATION	690	$344K	0.2%	$426.19	+5.2%	CMN	539830109
JCI	JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY	3,115	$342K	0.2%	$50.71	+110.7%	CMN	G51502105
TMO	THERMO FISHER SCIENTIFIC INC	705	$342K	0.2%	$464.78	0.0%	CMN	883556102
NOC	NORTHROP GRUMMAN CORP	560	$341K	0.2%	$432.31	+30.3%	CMN	666807102
BA	BOEING COMPANY	1,580	$341K	0.2%	$188.88	+19.4%	CMN	097023105
LOW	LOWES COMPANIES INC	1,320	$332K	0.2%	$188.18	+29.8%	CMN	548661107
LHX	L3HARRIS TECHNOLOGIES INC	1,080	$330K	0.2%	$179.88	+50.9%	CMN	502431109
PAYC	PAYCOM SOFTWARE, INC.	1,545	$322K	0.2%	$158.40	+41.7%	CMN	70432V102
ROST	ROSS STORES,INC	2,085	$318K	0.1%	$98.51	+44.3%	CMN	778296103
FTNT	FORTINET, INC.	3,745	$315K	0.1%	$72.71	+22.7%	CMN	34959E109
C	CITIGROUP INC.	3,100	$315K	0.1%	$68.12	+38.2%	CMN	172967424
SYK	STRYKER CORPORATION	835	$309K	0.1%	$219.76	+75.0%	CMN	863667101
USB	U.S. BANCORP	6,375	$308K	0.1%	$36.01	+28.7%	CMN	902973304
ASML	ASML HOLDING N.V. ADR	315	$305K	0.1%	$756.92	—	CMN	N07059210
EVRG	EVERGY, INC.	3,970	$302K	0.1%	$47.11	+49.1%	CMN	30034W106
TXN	TEXAS INSTRUMENTS INC.	1,600	$294K	0.1%	$173.75	+11.2%	CMN	882508104
ZS	ZSCALER, INC.	980	$294K	0.1%	$249.30	+14.4%	CMN	98980G102
NOW	SERVICENOW INC	315	$290K	0.1%	$126.04	+48.2%	CMN	81762P102
MCK	MCKESSON CORPORATION	375	$290K	0.1%	$557.26	+26.2%	CMN	58155Q103
CMI	CUMMINS INC	661	$279K	0.1%	$287.98	+32.2%	CMN	231021106
SHW	SHERWIN-WILLIAMS CO	805	$279K	0.1%	$230.06	+52.7%	CMN	824348106
NEE	NEXTERA ENERGY, INC.	3,660	$276K	0.1%	$67.74	+6.6%	CMN	65339F101
WDAY	WORKDAY, INC.	1,135	$273K	0.1%	$194.07	+19.1%	CMN CLASS A	98138H101
MGM	MGM RESORTS INTERNATIONAL	7,875	$273K	0.1%	$31.71	+15.7%	CMN	552953101
PAYX	PAYCHEX, INC.	2,150	$273K	0.1%	$116.99	+17.3%	COM	704326107
CNC	CENTENE CORPORATION	7,590	$271K	0.1%	$30.20	0.0%	CMN	15135B101
GM	GENERAL MOTORS COMPANY	4,420	$269K	0.1%	$51.75	+7.3%	CMN	37045V100
MSTR	STRATEGY INC	825	$266K	0.1%	$317.51	+16.8%	CMN CLASS A	594972408
BXP	BXP INC	3,570	$265K	0.1%	$64.41	+7.5%	CMN	101121101
PGR	THE PROGRESSIVE CORPORATION	1,070	$264K	0.1%	$170.60	+35.8%	CMN	743315103
DDOG	DATADOG, INC.	1,840	$262K	0.1%	$110.71	+24.4%	CMN CLASS A	23804L103
CVX	CHEVRON CORPORATION	1,687	$262K	0.1%	$152.28	0.0%	CMN	166764100
NXPI	NXP SEMICONDUCTORS N.V.	1,140	$260K	0.1%	$175.27	+27.2%	CMN	N6596X109
TT	TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY	605	$255K	0.1%	$343.07	+24.3%	CMN	G8994E103
HAS	HASBRO, INC.	3,360	$255K	0.1%	$61.59	+24.2%	CMN	418056107
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	3,790	$254K	0.1%	$55.69	+29.0%	CORP CLASS A	192446102
AJG	ARTHUR J GALLAGHER & CO	820	$254K	0.1%	$313.31	-4.2%	CMN	363576109
DELL	DELL TECHNOLOGIES INC.	1,790	$254K	0.1%	$101.32	+27.5%	CMN CLASS C	24703L202
DG	DOLLAR GENERAL CORPORATION	2,450	$253K	0.1%	$74.36	+46.5%	CMN	256677105
COR	CENCORA INC	800	$250K	0.1%	$249.56	+17.6%	CMN	03073E105
FE	FIRSTENERGY CORP.	5,435	$249K	0.1%	$34.64	+21.5%	CMN	337932107
NTRS	NORTHERN TRUST CORP	1,850	$249K	0.1%	$100.50	+26.7%	CMN	665859104
CPRT	COPART, INC.	5,510	$248K	0.1%	$39.23	+20.1%	CMN	217204106
DLTR	DOLLAR TREE STORES, INC.	2,620	$247K	0.1%	$86.31	+24.0%	CMN	256746108
IT	GARTNER, INC.	940	$247K	0.1%	$291.66	0.0%	CMN	366651107
AON	AON PUBLIC LIMITED COMPANY	690	$246K	0.1%	$292.51	+23.6%	CMN CLASS A	G0403H108
EXPE	EXPEDIA GROUP INC	1,150	$246K	0.1%	$200.25	0.0%	CMN	30212P303
MMM	3M COMPANY	1,580	$245K	0.1%	$119.14	+28.5%	CMN	88579Y101
WRB	W.R. BERKLEY CORPORATION	3,195	$245K	0.1%	$59.72	+17.2%	CMN	084423102
KEY	KEYCORP	12,810	$239K	0.1%	$9.00	+101.9%	CMN	493267108
O	REALTY INCOME CORPORATION	3,930	$239K	0.1%	$46.49	+22.4%	CMN	756109104
ETR	ENTERGY CORPORATION	2,560	$239K	0.1%	$80.44	+8.3%	CMN	29364G103
URI	UNITED RENTALS, INC.	245	$234K	0.1%	$888.48	0.0%	CMN	911363109
ITW	ILLINOIS TOOL WORKS	890	$232K	0.1%	$231.23	+11.3%	CMN	452308109
SBUX	STARBUCKS CORP.	2,740	$232K	0.1%	$100.99	-12.3%	CMN	855244109
DD	DUPONT DE NEMOURS INC	2,970	$231K	0.1%	$27.31	+14.0%	CMN	26614N102
AMP	AMERIPRISE FINANCIAL, INC.	470	$231K	0.1%	$390.78	+30.5%	CMN	03076C106
CMA	COMERICA INCORPORATED	3,360	$230K	0.1%	$54.25	+22.1%	CMN	200340107
TDY	TELEDYNE TECHNOLOGIES INCORPORATED	390	$229K	0.1%	$547.47	0.0%	CMN	879360105
VRSK	VERISK ANALYTICS, INC.	905	$228K	0.1%	$206.53	+32.4%	CMN	92345Y106
GEHC	GE HEALTHCARE TECHNOLOGIES INC.	3,030	$228K	0.1%	$85.82	-13.1%	CMN	36266G107
HPE	HEWLETT PACKARD ENTERPRISE CO	9,150	$225K	0.1%	$21.88	0.0%	CMN	42824C109
PCAR	PACCAR INC	2,277	$224K	0.1%	$89.85	+7.9%	CMN	693718108
BDX	BECTON, DICKINSON AND COMPANY	1,190	$223K	0.1%	$184.06	0.0%	CMN	075887109
CLX	CLOROX CO (THE) (DELAWARE)	1,795	$221K	0.1%	$122.24	0.0%	CMN	189054109
AEE	AMEREN CORPORATION	2,110	$220K	0.1%	$93.72	+5.2%	CMN	023608102
EXC	EXELON CORPORATION	4,880	$220K	0.1%	$40.50	+7.1%	CMN	30161N101
GPC	GENUINE PARTS CO.	1,580	$219K	0.1%	$132.40	0.0%	CMN	372460105
MPWR	MONOLITHIC POWER SYSTEMS, INC.	235	$216K	0.1%	$808.07	0.0%	CMN	609839105
UPS	UNITED PARCEL SERVICE, INC.	2,590	$216K	0.1%	$88.13	0.0%	CMN CLASS B	911312106
BIIB	BIOGEN INC.	1,540	$216K	0.1%	$135.17	0.0%	CMN	09062X103
CVS	CVS HEALTH CORP	2,840	$214K	0.1%	$60.47	+12.2%	CMN	126650100
NDAQ	NASDAQ INC.	2,400	$212K	0.1%	$79.17	+16.4%	CMN	631103108
DE	DEERE & COMPANY	460	$210K	0.1%	$461.52	+6.1%	CMN	244199105
HCA	HCA HEALTHCARE, INC	490	$209K	0.1%	$386.45	0.0%	CMN	40412C101
KMI	KINDER MORGAN INC	7,165	$203K	0.1%	$26.70	+1.0%	CMN	49456B101
MRSH	MARSH & MCLENNAN CO INC	1,005	$203K	0.1%	$203.85	+0.1%	CMN	571748102
CTVA	CORTEVA, INC.	2,960	$200K	0.1%	$66.17	+9.0%	CMN	22052L104
WBD	WARNER BROS DISCOVERY INC	10,160	$198K	0.1%	$9.33	+46.1%	CMN	934423104