Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	137,048	$25.56M	6.5%	$184.36	+1.0%	COM	67066G104
AAPL	APPLE INCORPORATED	92,911	$25.26M	6.5%	$267.32	+0.4%	COM	037833100
VUG	VANGUARD GROWTH ETF	48,904	$23.86M	6.1%	$480.95	—	GROWTH ETF	922908736
TSLA	TESLA INCORPORATED	43,192	$19.42M	5.0%	$442.66	+0.1%	COM	88160R101
JPM	JPMORGAN CHASE & COMPANY.	49,846	$16.06M	4.1%	$287.64	+7.6%	COM	46625H100
FIX	COMFORT SYSTEMS USA INCORPORATED	16,447	$15.35M	3.9%	$512.56	+80.1%	COM	199908104
AVGO	BROADCOM INCORPORATED	41,176	$14.25M	3.6%	$286.60	+24.6%	COM	11135F101
AMZN	AMAZON COM INCORPORATED	59,161	$13.66M	3.5%	$225.92	+1.3%	COM	023135106
PLTR	PALANTIR TECHNOLOGIES INCORPORATED CLASS A	76,356	$13.57M	3.5%	$175.74	+3.0%	CL A	69608A108
COST	COSTCO WHOLESALE CORPORATION NEW	13,946	$12.03M	3.1%	$826.25	+9.6%	COM	22160K105
RJF	RAYMOND JAMES FINL INCORPORATED	60,930	$9.785M	2.5%	$125.68	+28.1%	COM	754730109
BRK/B	BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	17,312	$8.702M	2.2%	$497.29	+0.0%	CL B NEW	084670702
MSFT	MICROSOFT CORPORATION	16,506	$7.982M	2.0%	$486.69	+2.9%	COM	594918104
ASML	ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)	7,336	$7.848M	2.0%	$730.48	—	N Y REGISTRY SHS	N07059210
V	VISA INCORPORATED COM CLASS A	21,765	$7.633M	2.0%	$268.64	+26.7%	COM CL A	92826C839
CNQ	CANADIAN NAT RES LIMITED (CANADA)	189,901	$6.428M	1.6%	$32.42	+0.0%	COM	136385101
HD	HOME DEPOT INCORPORATED	15,981	$5.499M	1.4%	$362.28	+0.6%	COM	437076102
PM	PHILIP MORRIS INTERNATIONAL INCORPORATED	33,357	$5.351M	1.4%	$152.87	+0.5%	COM	718172109
ORCL	ORACLE CORPORATION	26,251	$5.116M	1.3%	$233.50	+2.0%	COM	68389X105
LLY	ELI LILLY & COMPANY	4,604	$4.948M	1.3%	$722.62	+32.2%	COM	532457108
SYK	STRYKER CORPORATION	13,828	$4.86M	1.2%	$322.97	+12.5%	COM	863667101
META	META PLATFORMS INCORPORATED CLASS A	7,252	$4.787M	1.2%	$601.58	+10.9%	CL A	30303M102
UNP	UNION PAC CORPORATION	19,681	$4.553M	1.2%	$226.64	+0.3%	COM	907818108
COP	CONOCOPHILLIPS	45,420	$4.252M	1.1%	$90.04	-0.0%	COM	20825C104
WMT	WALMART INCORPORATED	35,756	$3.984M	1.0%	$107.17	+0.0%	COM	931142103
CDNS	CADENCE DESIGN SYSTEM INCORPORATED	11,889	$3.716M	1.0%	$337.66	-3.4%	COM	127387108
GRMN	GARMIN LIMITED SHS (SWITZERLAND)	18,047	$3.661M	0.9%	$215.41	+0.6%	SHS	H2906T109
FANG	DIAMONDBACK ENERGY INCORPORATED	23,973	$3.604M	0.9%	$148.84	-1.2%	COM	25278X109
MCD	MCDONALDS CORPORATION	11,779	$3.6M	0.9%	$305.05	+0.0%	COM	580135101
CB	CHUBB LIMITED (SWITZERLAND)	11,248	$3.511M	0.9%	$281.46	+3.9%	COM	H1467J104
SPY	SPDR S&P 500 ETF	4,706	$3.209M	0.8%	$626.64	—	TR UNIT	78462F103
MSI	MOTOROLA SOLUTIONS INCORPORATED COM NEW	8,109	$3.109M	0.8%	$400.74	+0.0%	COM NEW	620076307
MPC	MARATHON PETE CORPORATION	18,917	$3.077M	0.8%	$153.64	+21.3%	COM	56585A102
XOM	EXXON MOBIL CORPORATION	24,655	$2.967M	0.8%	$113.88	+1.4%	COM	30231G102
ETN	EATON CORPORATION PLC SHS (IRELAND)	9,293	$2.96M	0.8%	$312.28	+13.5%	SHS	G29183103
JNJ	JOHNSON & JOHNSON	14,159	$2.93M	0.7%	$153.24	+28.6%	COM	478160104
GSY	INVESCO ULTRA SHORT DURATION ETF	57,056	$2.867M	0.7%	$50.24	—	ULTRA SHRT DUR	46090A887
ODFL	OLD DOMINION FREIGHT LINE INCORPORATED	18,053	$2.831M	0.7%	$146.94	-2.6%	COM	679580100
ABBV	ABBVIE INCORPORATED	12,101	$2.765M	0.7%	$225.99	+0.7%	COM	00287Y109
CME	CME GROUP INCORPORATED	9,668	$2.64M	0.7%	$253.91	+6.6%	COM	12572Q105
LULU	LULULEMON ATHLETICA INCORPORATED	12,050	$2.504M	0.6%	$182.47	-0.7%	COM	550021109
ADI	ANALOG DEVICES INCORPORATED	9,139	$2.479M	0.6%	$236.95	+5.8%	COM	032654105
JCI	JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)	19,064	$2.283M	0.6%	$85.20	+34.7%	SHS	G51502105
MTDR	MATADOR RES COMPANY	51,356	$2.18M	0.6%	$45.45	-7.6%	COM	576485205
APD	AIR PRODUCTS & CHEMICALS INCORPORATED	8,321	$2.055M	0.5%	$251.95	-0.1%	COM	009158106
PACS	PACS GROUP INCORPORATED COM SHS	52,818	$2.028M	0.5%	$18.10	+21.2%	COM SHS	69380Q107
DRI	DARDEN RESTAURANTS INCORPORATED	10,854	$1.997M	0.5%	$177.83	+2.4%	COM	237194105
MDT	MEDTRONIC PLC SHS (IRELAND)	20,006	$1.922M	0.5%	$89.57	+8.4%	SHS	G5960L103
O	REALTY INCOME CORPORATION REIT	33,326	$1.879M	0.5%	$57.05	+0.5%	COM	756109104
CMI	CUMMINS INCORPORATED	3,430	$1.751M	0.4%	$427.19	+9.2%	COM	231021106
VOO	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	2,473	$1.551M	0.4%	$616.71	—	S&P 500 ETF SHS	922908363
ALAB	ASTERA LABS INCORPORATED	9,170	$1.526M	0.4%	$98.58	+69.7%	COM	04626A103
STRL	STERLING INFRASTRUCTURE INCORPORATED	4,909	$1.503M	0.4%	$343.24	+0.4%	COM	859241101
UNH	UNITEDHEALTH GROUP INCORPORATED	4,391	$1.45M	0.4%	$386.10	-12.7%	COM	91324P102
IEFA	ISHARES TR CORE MSCI EAFE	15,491	$1.386M	0.4%	$89.14	—	CORE MSCI EAFE	46432F842
FIS	FIDELITY NATL INFORMATION SVCS	20,219	$1.344M	0.3%	$65.70	-0.1%	COM	31620M106
AEIS	ADVANCED ENERGY INDUSTRIES	6,399	$1.34M	0.3%	$143.58	+41.7%	COM	007973100
IESC	IES HLDGS INCORPORATED	3,293	$1.281M	0.3%	$398.93	+0.8%	COM	44951W106
VZ	VERIZON COMMUNICATIONS INCORPORATED	31,306	$1.275M	0.3%	$39.54	+2.4%	COM	92343V104
GOOGL	ALPHABET INCORPORATED CAP STK CLASS A	3,986	$1.248M	0.3%	$220.88	+29.3%	CAP STK CL A	02079K305
ENSG	ENSIGN GROUP INCORPORATED	7,103	$1.237M	0.3%	$168.51	+6.6%	COM	29358P101
CMCSA	COMCAST CORP NEW CLASS A	38,148	$1.14M	0.3%	$32.83	-13.1%	CL A	20030N101
POWL	POWELL INDUSTRIES INCORPORATED	3,535	$1.127M	0.3%	$296.63	+13.5%	COM	739128106
MPWR	MONOLITHIC PWR SYSTEMS INCORPORATED	1,223	$1.109M	0.3%	$782.40	+22.8%	COM	609839105
VRT	VERTIV HOLDINGS COMPANY COM CLASS A	6,784	$1.099M	0.3%	$128.55	+35.0%	COM CL A	92537N108
BC	BRUNSWICK CORPORATION	13,507	$1.003M	0.3%	$76.96	-12.3%	COM	117043109
ZWS	ZURN ELKAY WATER SOLNS CORPORATION	21,035	$978K	0.3%	$46.77	0.0%	COM	98983L108
RS	RELIANCE INCORPORATED	3,207	$926K	0.2%	$281.17	-0.1%	COM	759509102
MDY	SPDR S&P MIDCAP 400 ETF TRUST	1,515	$914K	0.2%	$591.67	—	UTSER1 S&PDCRP	78467Y107
NEE	NEXTERA ENERGY INCORPORATED	11,192	$898K	0.2%	$82.35	+0.2%	COM	65339F101
ETR	ENTERGY CORPORATION NEW	9,454	$874K	0.2%	$94.54	0.0%	COM	29364G103
AGCO	AGCO CORPORATION	7,682	$801K	0.2%	$97.74	+8.4%	COM	001084102
AMD	ADVANCED MICRO DEVICES INCORPORATED	3,737	$800K	0.2%	$143.14	+56.9%	COM	007903107
SSD	SIMPSON MFG INCORPORATED	4,866	$786K	0.2%	$171.31	-1.5%	COM	829073105
TT	TRANE TECHNOLOGIES PLC SHS (IRELAND)	1,888	$735K	0.2%	$320.82	+28.9%	SHS	G8994E103
FCNCA	FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A	340	$730K	0.2%	$1880.60	+0.2%	CL A	31946M103
KNSL	KINSALE CAP GROUP INCORPORATED	1,732	$677K	0.2%	$408.08	-0.1%	COM	49714P108
UFPT	UFP TECHNOLOGIES INCORPORATED	3,051	$677K	0.2%	$216.45	-1.0%	COM	902673102
IDCC	INTERDIGITAL INCORPORATED	2,114	$673K	0.2%	$328.28	+7.7%	COM	45867G101
HQY	HEALTHEQUITY INCORPORATED	7,217	$661K	0.2%	$95.68	+0.0%	COM	42226A107
IREN	IREN LIMITED ORDINARY SHARES (AUSTRALIA)	17,417	$658K	0.2%	$51.30	+0.6%	ORDINARY SHARES	Q4982L109
CELH	CELSIUS HLDGS INCORPORATED COM NEW	14,074	$644K	0.2%	$50.28	+0.2%	COM NEW	15118V207
TJX	TJX COMPANIES INCORPORATED NEW	4,087	$628K	0.2%	$109.92	+34.4%	COM	872540109
GEV	GE VERNOVA INCORPORATED	921	$602K	0.2%	$515.56	+18.1%	COM	36828A101
AXP	AMERICAN EXPRESS COMPANY	1,619	$599K	0.2%	$180.10	+98.2%	COM	025816109
XSMO	INVESCO S&P SMALLCAP MOMENTUM ETF	8,268	$595K	0.2%	$70.49	—	S&P SMLCP MOMENT	46137V498
ACLS	AXCELIS TECHNOLOGIES INCORPORATED COM NEW	7,403	$595K	0.2%	$84.96	-1.4%	COM NEW	054540208
AGG	ISHARES TR CORE US AGGBD ET	5,947	$594K	0.2%	$99.76	—	CORE US AGGBD ET	464287226
CRM	SALESFORCE INCORPORATED	2,181	$578K	0.1%	$260.43	-4.7%	COM	79466L302
ELF	E L F BEAUTY INCORPORATED	7,568	$575K	0.1%	$124.74	-21.1%	COM	26856L103
NXPI	NXP SEMICONDUCTORS N V (NETHERLANDS)	2,618	$568K	0.1%	$209.99	+1.8%	COM	N6596X109
NFLX	NETFLIX INCORPORATED	5,750	$539K	0.1%	$105.54	+2.2%	COM	64110L106
GOOG	ALPHABET INCORPORATED CAP STK CLASS C	1,644	$516K	0.1%	$249.29	+14.9%	CAP STK CL C	02079K107
AAON	AAON INCORPORATED COM PAR $0.004	6,692	$510K	0.1%	$88.27	+4.5%	COM PAR $0.004	000360206
EXR	EXTRA SPACE STORAGE INCORPORATED REIT	3,865	$503K	0.1%	$140.65	-4.0%	COM	30225T102
IQV	IQVIA HLDGS INCORPORATED	1,997	$450K	0.1%	$221.28	-1.7%	COM	46266C105
STE	STERIS PLC SHS USD (IRELAND)	1,769	$449K	0.1%	$229.59	+9.4%	SHS USD	G8473T100
SPGI	S&P GLOBAL INCORPORATED	760	$397K	0.1%	$491.61	+0.5%	COM	78409V104
DXCM	DEXCOM INCORPORATED	5,539	$368K	0.1%	$79.38	-18.6%	COM	252131107
SCHW	SCHWAB CHARLES CORPORATION	3,457	$345K	0.1%	$79.43	+19.3%	COM	808513105
AMAT	APPLIED MATLS INCORPORATED	1,126	$289K	0.1%	$239.16	+0.1%	COM	038222105
ALL	ALLSTATE CORPORATION	1,360	$283K	0.1%	$174.06	+17.3%	COM	020002101
NEM	NEWMONT CORPORATION	2,724	$272K	0.1%	$62.37	+44.6%	COM	651639106
APH	AMPHENOL CORPORATION NEW CLASS A	1,992	$269K	0.1%	$132.55	+0.7%	CL A	032095101
LRCX	LAM RESEARCH CORPORATION COM NEW	1,564	$268K	0.1%	$124.93	+24.4%	COM NEW	512807306
EW	EDWARDS LIFESCIENCES CORPORATION	3,090	$263K	0.1%	$91.47	-10.3%	COM	28176E108
CSCO	CISCO SYSTEMS INCORPORATED	3,293	$254K	0.1%	$60.46	+22.0%	COM	17275R102
VTV	VANGUARD VALUE ETF	1,321	$252K	0.1%	$16.02	—	VALUE ETF	922908744
HPE	HEWLETT PACKARD ENTERPRISE COMPANY	9,589	$230K	0.1%	$19.86	+18.0%	COM	42824C109
CMG	CHIPOTLE MEXICAN GRILL INCORPORATED	5,986	$221K	0.1%	$50.60	-28.5%	COM	169656105
ISRG	INTUITIVE SURGICAL INCORPORATED COM NEW	377	$214K	0.1%	$531.91	+0.1%	COM NEW	46120E602
TMO	THERMO FISHER SCIENTIFIC INCORPORATED	367	$213K	0.1%	$473.82	+19.3%	COM	883556102
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	3,386	$212K	0.1%	$62.46	—	VAN FTSE DEV MKT	921943858
OSK	OSHKOSH CORPORATION	1,668	$210K	0.1%	$130.60	-2.1%	COM	688239201
ABT	ABBOTT LABS	1,647	$206K	0.1%	$127.44	-0.1%	COM	002824100
ADP	AUTOMATIC DATA PROCESSING INCORPORATED	788	$203K	0.1%	$264.67	+0.1%	COM	053015103
VLO	VALERO ENERGY CORPORATION	1,197	$195K	0.0%	$144.20	+17.1%	COM	91913Y100
PSX	PHILLIPS 66	1,508	$195K	0.0%	$127.20	+5.4%	COM	718546104
MCHP	MICROCHIP TECHNOLOGY INCORPORATED.	2,857	$182K	0.0%	$66.94	-8.3%	COM	595017104
IHI	ISHARES TR U.S. MED DVC ETF	2,894	$180K	0.0%	$21.93	—	U.S. MED DVC ETF	464288810
PHM	PULTE GROUP INCORPORATED	1,448	$170K	0.0%	$122.85	-0.3%	COM	745867101
HAP	VANECK NATURAL RESOURCES ETF	2,742	$165K	0.0%	$58.04	—	NATURAL RESOURC	92189F841
QQQ	INVESCO QQQ TR	260	$160K	0.0%	$23.42	—	UNIT SER 1	46090E103
DHI	D R HORTON INCORPORATED	1,102	$159K	0.0%	$158.22	-3.9%	COM	23331A109
SNPS	SYNOPSYS INCORPORATED	337	$158K	0.0%	$456.93	-2.8%	COM	871607107
PG	PROCTER AND GAMBLE COMPANY	1,101	$158K	0.0%	$147.79	-0.4%	COM	742718109
GPN	GLOBAL PMTS INCORPORATED	2,008	$155K	0.0%	$82.91	-3.2%	COM	37940X102
FTCS	FIRST TRUST CAPITAL STRENGTH ETF	1,615	$149K	0.0%	$85.62	—	CAP STRENGTH ETF	33733E104
FISV	FISERV INCORPORATED	2,218	$149K	0.0%	$109.95	-23.7%	COM	337738108
XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	1,033	$149K	0.0%	$194.72	—	STATE STREET TEC	81369Y803
CGNX	COGNEX CORPORATION	4,094	$147K	0.0%	$40.49	-0.2%	COM	192422103
EOG	EOG RES INCORPORATED	1,375	$144K	0.0%	$118.80	-9.7%	COM	26875P101
SEIC	SEI INVTS COMPANY	1,753	$144K	0.0%	$88.30	-7.5%	COM	784117103
LSTR	LANDSTAR SYSTEMS INCORPORATED	955	$137K	0.0%	$25.42	—	COM	515098101
KEY	KEYCORP	6,646	$137K	0.0%	$17.45	+5.9%	COM	493267108
XLE	STATE STREET ENERGY SELECT SECTOR SPDR ETF	2,892	$129K	0.0%	$45.50	—	STATE STREET ENE	81369Y506
LEN	LENNAR CORPORATION CLASS A	1,231	$127K	0.0%	$127.76	-5.5%	CL A	526057104
FAST	FASTENAL COMPANY	2,921	$117K	0.0%	$45.65	-7.9%	COM	311900104
ACN	ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)	420	$113K	0.0%	$316.68	-19.8%	SHS CLASS A	G1151C101
TSM	TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	361	$110K	0.0%	$257.97	—	SPONSORED ADS	874039100
EFG	ISHARES TR EAFE GRWTH ETF	960	$109K	0.0%	$109.17	—	EAFE GRWTH ETF	464288885
ZION	ZIONS BANCORPORATION N A	1,843	$108K	0.0%	$53.72	+1.4%	COM	989701107
VFH	VANGUARD FINANCIALS ETF	779	$104K	0.0%	$131.90	—	FINANCIALS ETF	92204A405
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	135	$102K	0.0%	$746.34	—	INF TECH ETF	92204A702
UPS	UNITED PARCEL SERVICE INCORPORATED CLASS B	924	$91,646	0.0%	$96.06	-3.4%	CL B	911312106
SPYD	STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	2,100	$90,832	0.0%	$31.48	—	STATE STREET SPD	78468R788
KO	COCA COLA COMPANY	1,002	$70,050	0.0%	$67.92	+2.2%	COM	191216100
GE	GE AEROSPACE COM NEW	226	$69,615	0.0%	$247.80	+21.4%	COM NEW	369604301
SBUX	STARBUCKS CORPORATION	802	$67,546	0.0%	$85.99	-2.3%	COM	855244109
CVX	CHEVRON CORPORATION NEW	441	$67,180	0.0%	$149.23	+1.5%	COM	166764100
BMY	BRISTOL-MYERS SQUIBB COMPANY	979	$52,807	0.0%	$45.47	+4.5%	COM	110122108
LRN	STRIDE INCORPORATED	813	$52,788	0.0%	$146.61	-38.1%	COM	86333M108
B	BARRICK MINING CORPORATION COM SHS (CANADA)	1,183	$51,520	0.0%	$37.42	0.0%	COM SHS	06849F108
OXY	OCCIDENTAL PETE CORPORATION	1,000	$41,120	0.0%	$45.59	-8.9%	COM	674599105
EEM	ISHARES TR MSCI EMG MKT ETF	745	$40,759	0.0%	$49.59	—	MSCI EMG MKT ETF	464287234
AZO	AUTOZONE INCORPORATED	11	$37,307	0.0%	$4011.66	-5.8%	COM	053332102
SMCI	SUPER MICRO COMPUTER INCORPORATED COM NEW	1,274	$37,290	0.0%	$40.31	+2.1%	COM NEW	86800U302
ONB	OLD NATL BANCORP IND	1,668	$37,219	0.0%	$21.53	+0.1%	COM	680033107
DVN	DEVON ENERGY CORPORATION NEW	1,007	$36,895	0.0%	$35.49	-2.1%	COM	25179M103
MGRC	MCGRATH RENTCORP	348	$36,530	0.0%	$120.38	-10.0%	COM	580589109
NSC	NORFOLK SOUTHN CORPORATION	123	$35,551	0.0%	$284.10	+1.6%	COM	655844108
F	FORD MTR COMPANY	2,591	$33,996	0.0%	$11.20	+14.6%	COM	345370860
CIFR	CIPHER MINING INCORPORATED	1,950	$28,782	0.0%	$7.54	+134.0%	COM	17253J106
BOH	BANK HAWAII CORPORATION	400	$27,348	0.0%	$65.40	+0.1%	COM	062540109
DGX	QUEST DIAGNOSTICS INCORPORATED	150	$26,030	0.0%	$176.55	+3.1%	COM	74834L100
TXN	TEXAS INSTRS INCORPORATED	150	$26,024	0.0%	$193.29	-11.7%	COM	882508104
IGE	ISHARES TR NORTH AMERN NAT	431	$21,636	0.0%	$12.72	—	NORTH AMERN NAT	464287374
MO	ALTRIA GROUP INCORPORATED	342	$19,720	0.0%	$61.42	-3.3%	COM	02209S103
CAT	CATERPILLAR INCORPORATED	32	$18,332	0.0%	$425.30	+30.6%	COM	149123101
BKR	BAKER HUGHES COMPANY CLASS A	400	$18,216	0.0%	$39.41	+20.1%	CL A	05722G100
IJH	ISHARES TR CORE S&P MCP ETF	260	$17,160	0.0%	$88.66	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR CORE S&P SCP ETF	140	$16,825	0.0%	$5.58	—	CORE S&P SCP ETF	464287804
PEP	PEPSICO INCORPORATED	116	$16,614	0.0%	$140.51	+3.8%	COM	713448108
HUBS	HUBSPOT INCORPORATED	41	$16,453	0.0%	$517.48	-20.0%	COM	443573100
GRFS	GRIFOLS S A SP ADR REP B NVT (SPAIN)	1,521	$14,221	0.0%	$3.48	—	SP ADR REP B NVT	398438408
LNTH	LANTHEUS HLDGS INCORPORATED	205	$13,643	0.0%	$58.61	-0.7%	COM	516544103
TGT	TARGET CORPORATION	127	$12,414	0.0%	$96.85	-5.4%	COM	87612E106
IEMG	ISHARES INCORPORATED CORE MSCI EMKT	183	$12,301	0.0%	$1.79	—	CORE MSCI EMKT	46434G103
ICLN	ISHARES TR GL CLEAN ENE ETF	728	$11,961	0.0%	$14.57	—	GL CLEAN ENE ETF	464288224
RTX	RTX CORPORATION	65	$11,895	0.0%	$150.40	+15.2%	COM	75513E101
CRWV	COREWEAVE INCORPORATED COM CLASS A	160	$11,458	0.0%	$118.31	-14.3%	COM CL A	21873S108
CLMB	CLIMB GLOBAL SOLUTIONS INCORPORATED	106	$10,900	0.0%	$116.00	0.0%	COM	946760105
XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	58	$8,978	0.0%	$8.06	—	STATE STREET HEA	81369Y209
PCTY	PAYLOCITY HLDG CORPORATION	58	$8,845	0.0%	$163.90	-9.2%	COM	70438V106
GLDG	GOLDMINING INCORPORATED (CANADA)	6,891	$8,614	0.0%	$1.39	0.0%	COM	38149E101
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	60	$8,600	0.0%	$3.80	—	FTSE SMCAP ETF	922042718
OEF	ISHARES TR S&P 100 ETF	21	$7,202	0.0%	$342.95	—	S&P 100 ETF	464287101
CF	CF INDUSTRIES HLDGS INCORPORATED	80	$6,187	0.0%	$85.91	-4.6%	COM	125269100
PAYC	PAYCOM SOFTWARE INCORPORATED	37	$5,901	0.0%	$210.73	-16.0%	COM	70432V102
NOC	NORTHROP GRUMMAN CORPORATION	10	$5,702	0.0%	$554.83	+4.3%	COM	666807102
AWK	AMERICAN WTR WKS COMPANY INCORPORATED NEW	43	$5,612	0.0%	$133.18	0.0%	COM	030420103
ICE	INTERCONTINENTAL EXCHANGE INCORPORATED	33	$5,359	0.0%	$164.81	-5.2%	COM	45866F104
ZTS	ZOETIS INCORPORATED CLASS A	37	$4,633	0.0%	$152.94	-14.8%	CL A	98978V103
WM	WASTE MGMT INCORPORATED DEL	20	$4,492	0.0%	$206.81	+2.8%	COM	94106L109
NOBL	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	40	$4,163	0.0%	$0.78	—	S&P 500 DV ARIST	74348A467
NUE	NUCOR CORPORATION	25	$4,078	0.0%	$140.51	+6.6%	COM	670346105
HSY	HERSHEY COMPANY	20	$3,640	0.0%	$179.62	+1.4%	COM	427866108
LHX	L3HARRIS TECHNOLOGIES INCORPORATED	11	$3,241	0.0%	$264.09	+9.2%	COM	502431109
BA	BOEING COMPANY	13	$2,823	0.0%	$224.75	-8.5%	COM	097023105
SYY	SYSCO CORPORATION	37	$2,727	0.0%	$78.16	-3.4%	COM	871829107
ONTO	ONTO INNOVATION INCORPORATED	17	$2,684	0.0%	$107.07	+32.7%	COM	683344105
FDUS	FIDUS INVT CORPORATION	122	$2,353	0.0%	$18.97	+2.5%	COM	316500107
HOOD	ROBINHOOD MKTS INCORPORATED COM CLASS A	20	$2,262	0.0%	$90.12	+44.3%	COM CL A	770700102
RIVN	RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A	104	$2,050	0.0%	$15.43	+2.9%	COM CL A	76954A103
M	MACYS INCORPORATED	82	$1,808	0.0%	$14.17	+44.5%	COM	55616P104
WLK	WESTLAKE CORPORATION	23	$1,701	0.0%	$82.95	-14.7%	COM	960413102
AMRZ	AMRIZE LIMITED SHS (SWITZERLAND)	30	$1,622	0.0%	$50.99	+0.1%	SHS	H2927K103
TTD	THE TRADE DESK INCORPORATED COM CLASS A	37	$1,405	0.0%	$79.84	-44.5%	COM CL A	88339J105
EL	LAUDER ESTEE COMPANIES INCORPORATED CLASS A	13	$1,351	0.0%	$88.49	+9.4%	CL A	518439104
MUSA	MURPHY USA INCORPORATED	3	$1,211	0.0%	$395.39	-3.0%	COM	626755102
ATKR	ATKORE INCORPORATED	19	$1,202	0.0%	$126.45	-48.8%	COM	047649108
ARM	ARM HOLDINGS PLC SPONSORED ADS	10	$1,093	0.0%	$0.60	—	SPONSORED ADS	042068205
CRNC	CERENCE INCORPORATED	100	$1,069	0.0%	$9.24	+18.9%	COM	156727109
STM	STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)	37	$960	0.0%	$1.64	—	NY REGISTRY	861012102
GIS	GENERAL MLS INCORPORATED	20	$930	0.0%	$47.46	0.0%	COM	370334104
BND	VANGUARD TOTAL BOND MARKET ETF	6	$444	0.0%	$0.68	—	TOTAL BND MRKT	921937835
PKB	INVESCO BUILDING & CONSTRUCTION ETF	4	$370	0.0%	$2.60	—	BUILDING & CONST	46137V779
BYND	BEYOND MEAT INCORPORATED	25	$21	0.0%	$3.96	-64.9%	COM	08862E109