Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EFV	ISHARES TR	228,241	$16.97M	4.5%	$45.99	—	EAFE VALUE ETF	464288877
EFG	ISHARES TR	146,339	$16.3M	4.3%	$90.07	—	EAFE GRWTH ETF	464288885
IEMG	ISHARES INC	160,590	$11.2M	3.0%	$50.39	—	CORE MSCI EMKT	46434G103
NVDA	NVIDIA CORPORATION	35,337	$6.163M	1.6%	$135.13	+38.1%	COM	67066G104
JPM	JPMORGAN CHASE & CO	19,976	$5.876M	1.6%	$157.94	+97.2%	COM	46625H100
MPC	MARATHON PETE CORP	23,890	$5.833M	1.5%	$147.73	+25.0%	COM	56585A102
FTI	TECHNIPFMC PLC	80,495	$5.565M	1.5%	$30.85	+82.6%	COM	G87110105
SCHE	SCHWAB STRATEGIC TR	167,028	$5.504M	1.5%	$26.70	—	EMRG MKTEQ ETF	808524706
SCHZ	SCHWAB STRATEGIC TR	215,033	$4.993M	1.3%	$41.66	—	US AGGREGATE B	808524839
RBC	RBC BEARINGS INC	8,957	$4.865M	1.3%	$357.74	+44.7%	COM	75524B104
ED	CONSOLIDATED EDISON INC	42,012	$4.755M	1.3%	$105.35	0.0%	COM	209115104
NEM	NEWMONT CORP	43,920	$4.754M	1.3%	$52.90	+123.3%	COM	651639106
RSP	INVESCO EXCHANGE TRADED FD T	24,214	$4.647M	1.2%	$168.69	—	S&P500 EQL WGT	46137V357
HAS	HASBRO INC	49,500	$4.633M	1.2%	$73.96	+25.3%	COM	418056107
TT	TRANE TECHNOLOGIES PLC	11,107	$4.629M	1.2%	$180.16	+134.3%	SHS	G8994E103
GOOGL	ALPHABET INC	15,964	$4.591M	1.2%	$171.71	+88.3%	CAP STK CL A	02079K305
VRT	VERTIV HOLDINGS CO	17,922	$4.491M	1.2%	$42.45	+370.8%	COM CL A	92537N108
AA	ALCOA CORP	66,991	$4.444M	1.2%	$61.09	0.0%	COM	013872106
AER	AERCAP HOLDINGS NV	32,349	$4.438M	1.2%	$107.75	+35.3%	SHS	N00985106
LRCX	LAM RESEARCH CORP	20,580	$4.397M	1.2%	$105.52	+114.1%	COM NEW	512807306
GILD	GILEAD SCIENCES INC	30,860	$4.301M	1.1%	$98.35	+40.7%	COM	375558103
APH	AMPHENOL CORP	33,869	$4.28M	1.1%	$67.73	+116.1%	CL A	032095101
IEFA	ISHARES TR	46,866	$4.243M	1.1%	$61.93	—	CORE MSCI EAFE	46432F842
ATO	ATMOS ENERGY CORP	22,644	$4.183M	1.1%	$171.83	-0.2%	COM	049560105
EXPE	EXPEDIA GROUP INC	18,081	$4.175M	1.1%	$234.32	+8.2%	COM NEW	30212P303
FHN	FIRST HORIZON CORPORATION	181,858	$4.141M	1.1%	$24.71	0.0%	COM	320517105
TRV	TRAVELERS COMPANIES INC	14,176	$4.135M	1.1%	$260.78	+10.6%	COM	89417E109
EWC	ISHARES INC	75,431	$4.133M	1.1%	$27.99	—	MSCI CDA ETF	464286509
COHR	COHERENT CORP	17,206	$4.099M	1.1%	$88.03	+142.3%	COM	19247G107
THC	TENET HEALTHCARE CORP	20,889	$3.942M	1.0%	$121.00	+70.4%	COM NEW	88033G407
WDC	WESTERN DIGITAL CORP	14,349	$3.881M	1.0%	$251.23	0.0%	COM	958102105
MNST	MONSTER BEVERAGE CORP NEW	53,033	$3.843M	1.0%	$71.78	+12.3%	COM	61174X109
CBOE	CBOE GLOBAL MKTS INC	13,049	$3.668M	1.0%	$222.22	+22.4%	COM	12503M108
—	BLACKROCK MUNIHOLDINGS FD IN	323,583	$3.651M	1.0%	$11.28	—	COM	09253N104
TOTL	SSGA ACTIVE ETF TR	90,520	$3.596M	1.0%	$39.52	—	STATE STREET DOU	78467V848
AS	AMER SPORTS INC	106,828	$3.517M	0.9%	$34.37	+11.1%	COM SHS	G0260P102
NLY	ANNALY CAPITAL MANAGEMENT IN	165,043	$3.499M	0.9%	$20.35	—	COM NEW	035710839
CELH	CELSIUS HLDGS INC	91,145	$3.234M	0.9%	$50.38	+0.6%	COM NEW	15118V207
RMD	RESMED INC	13,714	$3.079M	0.8%	$238.34	+7.4%	COM	761152107
—	WESTERN ASSET INFLT LNK INC	362,990	$2.933M	0.8%	$9.10	—	COM SH BEN INT	95766Q106
MS	MORGAN STANLEY	17,458	$2.873M	0.8%	$137.43	+30.7%	COM NEW	617446448
VOO	VANGUARD INDEX FDS	4,454	$2.662M	0.7%	$341.15	—	S&P 500 ETF SHS	922908363
PHYS	SPROTT ASSET MANAGEMENT LP	74,522	$2.641M	0.7%	$18.52	—	PHYSICAL GOLD TR	85207H104
BMY	BRISTOL-MYERS SQUIBB CO	41,349	$2.508M	0.7%	$57.43	0.0%	COM	110122108
SIRI	SIRIUSXM HOLDINGS INC	106,447	$2.457M	0.7%	$23.55	-11.1%	COMMON STOCK	829933100
FIX	COMFORT SYS USA INC	1,699	$2.343M	0.6%	$1196.06	0.0%	COM	199908104
TPR	TAPESTRY INC	16,040	$2.263M	0.6%	$139.57	0.0%	COM	876030107
ALL	ALLSTATE CORP	10,013	$2.077M	0.6%	$201.14	+0.9%	COM	020002101
WWD	WOODWARD INC	5,790	$2.072M	0.5%	$169.70	+108.1%	COM	980745103
AFRM	AFFIRM HLDGS INC	44,211	$2.026M	0.5%	$61.14	+5.8%	COM CL A	00827B106
—	NUVEEN AMT FREE QLTY MUN INC	179,250	$2.014M	0.5%	$11.31	—	COM	670657105
—	NUVEEN QUALITY MUNCP INCOME	173,673	$1.998M	0.5%	$11.72	—	COM	67066V101
—	NUVEEN MUN CR INCOME FD	163,819	$1.996M	0.5%	$12.07	—	COM SH BEN INT	67070X101
—	INVESCO MUN OPPORTUNIT TR	207,344	$1.972M	0.5%	$9.83	—	COM	46132C107
IBIT	ISHARES BITCOIN TRUST ETF	50,857	$1.954M	0.5%	$46.74	—	SHS BEN INT	46438F101
AMZN	AMAZON COM INC	9,334	$1.944M	0.5%	$217.00	+4.5%	COM	023135106
VTWO	VANGUARD SCOTTSDALE FDS	19,336	$1.937M	0.5%	$97.69	—	VNG RUS2000IDX	92206C664
GDX	VANECK ETF TRUST	20,637	$1.894M	0.5%	$32.40	—	GOLD MINERS ETF	92189F106
AMAT	APPLIED MATLS INC	5,395	$1.844M	0.5%	$326.57	0.0%	COM	038222105
IWM	ISHARES TR	7,349	$1.823M	0.5%	$176.19	—	RUSSELL 2000 ETF	464287655
—	PIMCO MUN INCOME FD II	233,500	$1.768M	0.5%	$8.07	—	COM	72200W106
PARR	PAR PAC HOLDINGS INC	27,439	$1.719M	0.5%	$32.53	+19.4%	COM NEW	69888T207
ABBV	ABBVIE INC	7,822	$1.701M	0.5%	$137.48	+61.9%	COM	00287Y109
PAHC	PHIBRO ANIMAL HEALTH CORP	30,332	$1.678M	0.4%	$23.34	+91.7%	CL A COM	71742Q106
META	META PLATFORMS INC	2,929	$1.676M	0.4%	$338.44	+93.7%	CL A	30303M102
ECPG	ENCORE CAP GROUP INC	22,900	$1.606M	0.4%	$48.19	+17.5%	COM	292554102
NFLX	NETFLIX INC.	16,400	$1.577M	0.4%	$96.87	-13.5%	COM	64110L106
LMAT	LEMAITRE VASCULAR INC	14,194	$1.55M	0.4%	$85.99	+1.3%	COM	525558201
CNX	CNX RES CORP	40,005	$1.542M	0.4%	$30.64	+23.3%	COM	12653C108
TRMK	TRUSTMARK CORP	35,415	$1.492M	0.4%	$26.46	+60.1%	COM	898402102
AROC	ARCHROCK INC	42,596	$1.482M	0.4%	$26.08	+12.1%	COM	03957W106
AX	AXOS FINANCIAL INC	17,149	$1.459M	0.4%	$42.79	+121.1%	COM	05465C100
AMLP	ALPS ETF TR	27,691	$1.458M	0.4%	$28.95	—	ALERIAN MLP	00162Q452
CRWD	CROWDSTRIKE HLDGS INC	3,627	$1.416M	0.4%	$381.06	+13.1%	CL A	22788C105
UUP	INVESCO DB US DLR INDEX TR	49,206	$1.367M	0.4%	$27.78	—	BULLISH FD	46141D203
OSIS	OSI SYSTEMS INC	5,080	$1.349M	0.4%	$137.49	+100.6%	COM	671044105
MYRG	MYR GROUP INC	4,741	$1.338M	0.4%	$146.94	+72.9%	COM	55405W104
QNST	QUINSTREET INC	109,648	$1.317M	0.3%	$13.09	0.0%	COM	74874Q100
SMP	STANDARD MTR PRODS INC	37,609	$1.307M	0.3%	$27.65	+49.1%	COM	853666105
TTMI	TTM TECHNOLOGIES INC	13,359	$1.301M	0.3%	$27.65	+237.8%	COM	87305R109
CPRX	CATALYST PHARMACEUTICALS INC	52,135	$1.291M	0.3%	$22.29	+7.0%	COM	14888U101
NWPX	NWPX INFRASTRUCTURE INC	16,555	$1.289M	0.3%	$69.82	0.0%	COM	667746101
ICHR	ICHOR HOLDINGS	27,396	$1.277M	0.3%	$34.88	0.0%	SHS	G4740B105
DDS	DILLARDS INC	2,229	$1.275M	0.3%	$609.18	+6.1%	CL A	254067101
MBIN	MERCHANTS BANCORP IND	29,530	$1.267M	0.3%	$39.88	0.0%	COM	58844R108
AZZ	AZZ INC	10,125	$1.267M	0.3%	$84.18	+50.0%	COM	002474104
BFH	BREAD FINANCIAL HOLDINGS INC	16,717	$1.252M	0.3%	$65.65	+12.5%	COM	018581108
MSFT	MICROSOFT CORP	3,359	$1.243M	0.3%	$434.61	0.0%	COM	594918104
CRS	CARPENTER TECHNOLOGY CORP	3,148	$1.241M	0.3%	$70.23	+397.4%	COM	144285103
PLMR	PALOMAR HLDGS INC	10,072	$1.204M	0.3%	$126.87	0.0%	COM	69753M105
CMPR	CIMPRESS PLC	16,463	$1.202M	0.3%	$68.05	+10.6%	SHS EURO	G2143T103
—	EATON VANCE NATL MUN OPPORT	69,341	$1.187M	0.3%	$16.94	—	COM SHS	27829L105
MUB	ISHARES TR	11,165	$1.185M	0.3%	$108.18	—	NATIONAL MUN ETF	464288414
WT	WISDOMTREE INC	81,374	$1.185M	0.3%	$12.08	+28.6%	COM	97717P104
ELV	ELEVANCE HEALTH INC FORMERLY	4,000	$1.171M	0.3%	$394.28	-10.8%	COM	036752103
CUBI	CUSTOMERS BANCORP INC	16,848	$1.169M	0.3%	$68.59	+10.5%	COM	23204G100
HCI	HCI GROUP INC	7,558	$1.169M	0.3%	$126.80	+30.2%	COM	40416E103
EYE	NATIONAL VISION HLDGS INC	44,887	$1.163M	0.3%	$11.82	+129.7%	COM	63845R107
EVER	EVERQUOTE INC	75,374	$1.162M	0.3%	$22.27	-7.2%	COM CL A	30041R108
CURB	CURBLINE PPTYS CORP	44,979	$1.16M	0.3%	$24.22	—	COM	23128Q101
MCRI	MONARCH CASINO & RESORT INC	12,107	$1.157M	0.3%	$85.21	+9.7%	COM	609027107
TCMD	TACTILE SYS TECHNOLOGY INC	44,132	$1.153M	0.3%	$29.05	0.0%	COM	87357P100
MBWM	MERCANTILE BK CORP	22,830	$1.153M	0.3%	$45.12	+15.2%	COM	587376104
FIGS	FIGS INC	77,899	$1.151M	0.3%	$11.21	0.0%	CL A	30260D103
PINE	ALPINE INCOME PPTY TR INC	63,726	$1.147M	0.3%	$18.00	—	COM	02083X103
MD	PEDIATRIX MEDICAL GROUP INC	53,529	$1.145M	0.3%	$13.71	+55.1%	COM	58502B106
PSLV	SPROTT ASSET MANAGEMENT LP	46,467	$1.133M	0.3%	$12.78	—	PHYSICAL SILVER	85207K107
ITRI	ITRON INC	12,569	$1.127M	0.3%	$81.04	+21.8%	COM	465741106
EVTC	EVERTEC INC	39,904	$1.126M	0.3%	$29.68	-4.6%	COM	30040P103
MWA	MUELLER WTR PRODS INC	40,910	$1.125M	0.3%	$16.85	+62.9%	COM SER A	624758108
—	BLACKROCK MUNIYILD QULT FD I	101,378	$1.114M	0.3%	$11.26	—	COM	09254F100
KMT	KENNAMETAL INC	30,533	$1.103M	0.3%	$35.62	0.0%	COM	489170100
PATH	UIPATH INC	98,470	$1.093M	0.3%	$13.03	+3.5%	CL A	90364P105
ANIP	ANI PHARMACEUTICALS INC	14,078	$1.083M	0.3%	$59.93	+34.1%	COM	00182C103
EAT	BRINKER INTL INC	7,576	$1.082M	0.3%	$37.67	+321.0%	COM	109641100
KAI	KADANT INC	3,699	$1.081M	0.3%	$324.00	0.0%	COM	48282T104
LC	LENDINGCLUB ISSUANCE TR SER	75,491	$1.081M	0.3%	$15.17	+19.6%	COM NEW	52603A208
—	NUVEEN MUN HIGH INCOME OPPOR	101,823	$1.057M	0.3%	$10.05	—	COM	670682103
—	NUVEEN MUN CR OPPORTUNITIES	99,829	$1.057M	0.3%	$10.16	—	COM	670663103
ORCS	DIREXION SHARES ETF TRUST	30,747	$1.05M	0.3%	$34.14	—	DAILY ORCL BEAR	25461H788
MSFD	DIREXION SHARES ETF TRUST	70,450	$1.038M	0.3%	$11.51	—	DLY MSFT BEAR 1X	25461A403
QQQD	DIREXION SHARES ETF TRUST	69,390	$1.023M	0.3%	$14.74	—	DAILY MAGNIFICEN	25461A668
SPPP	SPROTT ASSET MANAGEMENT LP	65,400	$1.016M	0.3%	$16.82	—	PHYSICAL PLATINU	85207Q104
RVLV	REVOLVE GROUP INC	44,654	$1.01M	0.3%	$24.23	+15.5%	CL A	76156B107
—	WESTERN AST INFL LKD OPP & I	118,814	$1.005M	0.3%	$9.82	—	COM	95766R104
MRK	MERCK & CO INC	8,331	$1.002M	0.3%	$90.12	+26.8%	COM	58933Y105
AAPD	DIREXION SHARES ETF TRUST	71,202	$994K	0.3%	$13.96	—	DAILY AAPL BR 1X	25461A304
SKYW	SKYWEST INC	10,775	$989K	0.3%	$95.13	+7.2%	COM	830879102
PEP	PEPSICO INC	6,278	$975K	0.3%	$143.48	+7.8%	COM	713448108
GOOG	ALPHABET INC	3,339	$958K	0.3%	$182.46	+77.4%	CAP STK CL C	02079K107
BRCB	BLACK ROCK COFFEE BAR INC	72,694	$939K	0.2%	$16.83	0.0%	CL A	092244102
SKWD	SKYWARD SPECIALTY INS GROUP	20,932	$914K	0.2%	$34.76	+31.5%	COM	830940102
VT	VANGUARD INTL EQUITY INDEX F	6,297	$871K	0.2%	$79.49	—	TT WRLD ST ETF	922042742
HURN	HURON CONSULTING GROUP INC	6,724	$857K	0.2%	$102.00	+57.7%	COM	447462102
VCYT	VERACYTE INC	26,485	$853K	0.2%	$29.13	+35.0%	COM	92337F107
SCHH	SCHWAB STRATEGIC TR	39,545	$850K	0.2%	$27.64	—	US REIT ETF	808524847
DBA	INVESCO DB MULTI-SECTOR COMM	30,877	$844K	0.2%	$27.32	—	AGRICULTURE FD	46140H106
METD	DIREXION SHARES ETF TRUST	46,537	$825K	0.2%	$17.72	—	DLY META BEAR 1X	25461A106
SHM	SPDR SERIES TRUST	16,295	$779K	0.2%	$47.96	—	STATE STREET SPD	78468R739
PAY	PAYMENTUS HOLDINGS INC	29,709	$755K	0.2%	$16.32	+65.7%	COM CL A	70439P108
BATRK	ATLANTA BRAVES HLDGS INC	17,493	$747K	0.2%	$40.61	0.0%	COM SER C	047726302
PLTR	PALANTIR TECHNOLOGIES INC	5,005	$732K	0.2%	$181.03	-14.8%	CL A	69608A108
FTXG	FIRST TR EXCHANGE TRADED FD	31,998	$708K	0.2%	$22.14	—	NASDQ FOD BVRG	33738R852
AMGN	AMGEN INC	2,008	$707K	0.2%	$279.01	+25.3%	COM	031162100
XLU	SELECT SECTOR SPDR TR	15,228	$699K	0.2%	$45.89	—	STATE STREET UTI	81369Y886
SEF	PROSHARES TR	19,980	$680K	0.2%	$34.04	—	SHORT FINANCIALS	74349Y761
QSR	RESTAURANT BRANDS INTL INC	9,184	$679K	0.2%	$68.39	0.0%	COM	76131D103
PM	PHILIP MORRIS INTL INC	4,008	$663K	0.2%	$175.91	0.0%	COM	718172109
TGT	TARGET CORP	5,450	$661K	0.2%	$109.20	0.0%	COM	87612E106
ETN	EATON CORP PLC	1,841	$658K	0.2%	$309.36	+14.3%	SHS	G29183103
USHY	ISHARES TR	17,694	$652K	0.2%	$37.96	—	BROAD USD HIGH	46435U853
EWY	ISHARES INC	5,295	$651K	0.2%	$61.74	—	MSCI STH KOR ETF	464286772
SNPS	SYNOPSYS INC	1,634	$648K	0.2%	$471.68	0.0%	COM	871607107
WBD	WARNER BROS DISCOVERY INC	23,214	$637K	0.2%	$10.46	+170.0%	COM SER A	934423104
CAH	CARDINAL HEALTH INC	2,978	$629K	0.2%	$121.96	+76.5%	COM	14149Y108
DDOG	DATADOG INC	5,000	$590K	0.2%	$158.02	-21.6%	CL A COM	23804L103
PGR	PROGRESSIVE CORP	2,967	$588K	0.2%	$253.44	-18.4%	COM	743315103
DELL	DELL TECHNOLOGIES INC	3,548	$582K	0.2%	$140.75	-15.4%	CL C	24703L202
NOC	NORTHROP GRUMMAN CORP	850	$580K	0.2%	$673.66	0.0%	COM	666807102
GLW	CORNING INC	4,216	$573K	0.2%	$35.93	+210.8%	COM	219350105
VRTX	VERTEX PHARMACEUTICALS INC	1,276	$570K	0.2%	$466.00	+0.3%	COM	92532F100
SNOW	SNOWFLAKE INC	3,752	$566K	0.1%	$244.09	-20.3%	COM SHS	833445109
HSY	HERSHEY CO	2,632	$547K	0.1%	$186.04	+10.1%	COM	427866108
WELL	WELLTOWER INC	2,754	$544K	0.1%	$148.39	+26.0%	COM	95040Q104
CF	CF INDUSTRIES HOLD	4,184	$543K	0.1%	$83.85	+7.4%	COM	125269100
BE	BLOOM ENERGY CORP	4,000	$542K	0.1%	$105.07	+37.7%	COM CL A	093712107
EXC	EXELON CORP	11,055	$542K	0.1%	$45.46	-0.7%	COM	30161N101
ASML	ASML HLDG NV	400	$528K	0.1%	$1069.86	—	N Y REGISTRY SHS	N07059210
RL	RALPH LAUREN CORP	1,508	$519K	0.1%	$363.10	0.0%	CL A	751212101
WEAT	TEUCRIUM COMMODITY TR	21,924	$517K	0.1%	$23.57	—	WHEAT FD	88166A870
GRMN	GARMIN LTD	2,182	$506K	0.1%	$214.52	0.0%	SHS	H2906T109
MO	ALTRIA GROUP INC	7,641	$504K	0.1%	$63.03	0.0%	COM	02209S103
LECO	LINCOLN ELEC HLDGS INC	2,018	$503K	0.1%	$236.85	+14.3%	COM	533900106
CORN	TEUCRIUM COMMODITY TR	26,877	$495K	0.1%	$18.40	—	CORN FD SHS	88166A102
FLS	FLOWSERVE CORP	6,709	$493K	0.1%	$80.71	0.0%	COM	34354P105
ETHA	ISHARES ETHEREUM TR	31,016	$491K	0.1%	$15.83	—	SHS	46438R105
CME	CME GROUP INC	1,638	$484K	0.1%	$230.28	+25.6%	COM	12572Q105
BEN	FRANKLIN RESOURCES INC	20,452	$483K	0.1%	$26.36	0.0%	COM	354613101
COP	CONOCOPHILLIPS	3,634	$480K	0.1%	$96.79	+6.1%	COM	20825C104
PSX	PHILLIPS 66	2,568	$468K	0.1%	$119.26	+23.4%	COM	718546104
AVGO	BROADCOM INC	1,443	$447K	0.1%	$221.25	+51.0%	COM	11135F101
OMC	OMNICOM GROUP INC	5,894	$444K	0.1%	$72.04	+6.3%	COM	681919106
XOP	SPDR SERIES TRUST	2,424	$441K	0.1%	$181.83	—	STATE STREET SPD	78468R556
TSLS	DIREXION SHARES ETF TRUST	7,016	$423K	0.1%	$60.29	—	DLY TSLA BEAR 1X	25461H564
ULTA	ULTA BEAUTY INC	802	$419K	0.1%	$381.12	+75.8%	COM	90384S303
NVDD	DIREXION SHARES ETF TRUST	10,392	$418K	0.1%	$40.24	—	DLY NVDA BEAR 1X	25461A197
CSCO	CISCO SYS INC	5,381	$418K	0.1%	$60.63	+28.5%	COM	17275R102
XOM	EXXON MOBIL CORP	2,403	$408K	0.1%	$138.74	0.0%	COM	30231G102
CAT	CATERPILLAR INC	550	$390K	0.1%	$330.84	+106.9%	COM	149123101
SWKS	SKYWORKS SOLUTIONS INC	7,074	$379K	0.1%	$69.45	-13.6%	COM	83088M102
CMCSA	COMCAST CORP NEW	12,192	$350K	0.1%	$35.04	-14.9%	CL A	20030N101
UBER	UBER TECHNOLOGIES INC	4,808	$346K	0.1%	$72.04	+9.3%	COM	90353T100
ANET	ARISTA NETWORKS INC	2,755	$338K	0.1%	$91.53	+47.5%	COM SHS	040413205
HON	HONEYWELL INTL INC	1,426	$322K	0.1%	$198.41	+13.9%	COM	438516106
MANH	MANHATTAN ASSOCIATES INC	2,338	$311K	0.1%	$208.27	-25.2%	COM	562750109
MAR	MARRIOTT INTL INC NEW	928	$304K	0.1%	$269.39	+22.8%	CL A	571903202
NXPI	NXP SEMICONDUCTORS N V	1,533	$302K	0.1%	$209.53	+11.9%	COM	N6596X109
TXN	TEXAS INSTRS INC	1,547	$300K	0.1%	$182.23	+13.2%	COM	882508104
CRM	SALESFORCE INC	1,575	$294K	0.1%	$309.01	-30.2%	COM	79466L302
XTL	SPDR SERIES TRUST	1,540	$290K	0.1%	$188.06	—	STATE STREET SPD	78464A540
IYZ	ISHARES TR	7,280	$286K	0.1%	$39.32	—	US TELECOM ETF	464287713
WTW	WILLIS TOWERS WATSON PLC LTD	920	$267K	0.1%	$307.69	+2.4%	SHS	G96629103
ADBE	ADOBE INC	1,033	$251K	0.1%	$428.84	-32.4%	COM	00724F101
OKLO	OKLO INC	5,000	$248K	0.1%	$111.52	-28.0%	COM CL A	02156V109
ACN	ACCENTURE PLC IRELAND	1,201	$238K	0.1%	$349.45	-27.5%	SHS CLASS A	G1151C101
PANW	PALO ALTO NETWORKS INC	1,454	$233K	0.1%	$184.92	-6.9%	COM	697435105
PODD	INSULET CORP	1,106	$232K	0.1%	$269.84	-2.0%	COM	45784P101
KMB	KIMBERLY-CLARK CORP	2,332	$225K	0.1%	$108.41	-4.9%	COM	494368103
FICO	FAIR ISAAC CORP	209	$223K	0.1%	$1851.88	-20.8%	COM	303250104
LMT	LOCKHEED MARTIN CORP	369	$223K	0.1%	$600.88	0.0%	COM	539830109
MMM	3M CO	1,475	$214K	0.1%	$163.96	0.0%	COM	88579Y101