Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	43,392	$8.903M	5.3%	$182.81	+10.2%	COM	037833100
MSFT	MICROSOFT CORP	13,745	$6.837M	4.1%	$350.36	+23.4%	COM	594918104
JPM	JPMORGAN CHASE & CO.	16,994	$4.927M	2.9%	$145.84	+73.3%	COM	46625H100
MCK	MCKESSON CORP	6,450	$4.726M	2.8%	$450.30	+56.3%	COM	58155Q103
AMZN	AMAZON COM INC	20,882	$4.581M	2.7%	$141.07	+40.3%	COM	023135106
WMT	WALMART INC	42,202	$4.127M	2.5%	$54.52	+73.8%	COM	931142103
LRCX	LAM RESEARCH CORP	41,010	$3.992M	2.4%	$78.11	+1.0%	COM NEW	512807306
V	VISA INC	9,990	$3.547M	2.1%	$242.67	+43.0%	COM CL A	92826C839
AVGO	BROADCOM INC	12,625	$3.48M	2.1%	$151.19	+42.8%	COM	11135F101
GOOGL	ALPHABET INC	18,243	$3.215M	1.9%	$133.35	+22.5%	CAP STK CL A	02079K305
BLK	BLACKROCK INC	3,024	$3.173M	1.9%	$961.85	-3.0%	COM	09290D101
BAC	BANK AMERICA CORP	66,993	$3.17M	1.9%	$27.61	+50.1%	COM	060505104
HCA	HCA HEALTHCARE INC	7,940	$3.042M	1.8%	$244.07	+46.9%	COM	40412C101
TMUS	T-MOBILE US INC	12,018	$2.863M	1.7%	$143.16	+68.7%	COM	872590104
RTX	RTX CORPORATION	18,827	$2.749M	1.6%	$76.19	+72.9%	COM	75513E101
AMGN	AMGEN INC	9,353	$2.611M	1.6%	$255.10	+8.9%	COM	031162100
SCHW	SCHWAB CHARLES CORP	28,605	$2.61M	1.6%	$56.53	+47.1%	COM	808513105
CRM	SALESFORCE INC	9,411	$2.566M	1.5%	$223.60	+19.0%	COM	79466L302
HON	HONEYWELL INTL INC	10,620	$2.473M	1.5%	$172.70	+15.6%	COM	438516106
MCD	MCDONALDS CORP	8,434	$2.464M	1.5%	$259.02	+17.2%	COM	580135101
MET	METLIFE INC	27,435	$2.206M	1.3%	$58.77	+29.0%	COM	59156R108
AVDE	AMERICAN CENTY ETF TR	29,437	$2.179M	1.3%	$60.43	—	INTL EQT ETF	025072703
KO	COCA COLA CO	30,371	$2.149M	1.3%	$53.63	+30.1%	COM	191216100
GM	GENERAL MTRS CO	37,734	$1.857M	1.1%	$32.45	+45.0%	COM	37045V100
DIS	DISNEY WALT CO	14,817	$1.837M	1.1%	$87.04	+18.1%	COM	254687106
TMO	THERMO FISHER SCIENTIFIC INC	4,506	$1.827M	1.1%	$483.41	-13.7%	COM	883556102
FDX	FEDEX CORP	7,950	$1.807M	1.1%	$242.46	-11.2%	COM	31428X106
DAL	DELTA AIR LINES INC DEL	35,304	$1.736M	1.0%	$36.08	+26.3%	COM NEW	247361702
UNH	UNITEDHEALTH GROUP INC	5,325	$1.661M	1.0%	$511.09	-26.6%	COM	91324P102
MCHP	MICROCHIP TECHNOLOGY INC.	23,444	$1.65M	1.0%	$74.68	-27.8%	COM	595017104
CMCSA	COMCAST CORP NEW	46,204	$1.649M	1.0%	$39.89	-15.0%	CL A	20030N101
LLY	ELI LILLY & CO	2,087	$1.627M	1.0%	$575.10	+34.5%	COM	532457108
ELV	ELEVANCE HEALTH INC	4,181	$1.626M	1.0%	$443.93	-10.7%	COM	036752103
WFC	WELLS FARGO CO NEW	20,226	$1.621M	1.0%	$41.03	+73.4%	COM	949746101
MMM	3M CO	10,356	$1.577M	0.9%	$75.54	+87.0%	COM	88579Y101
GOOG	ALPHABET INC	8,519	$1.511M	0.9%	$134.68	+22.4%	CAP STK CL C	02079K107
CVX	CHEVRON CORP NEW	9,106	$1.304M	0.8%	$140.13	-2.2%	COM	166764100
AIG	AMERICAN INTL GROUP INC	15,134	$1.295M	0.8%	$71.04	+15.4%	COM NEW	026874784
NEM	NEWMONT CORP	19,133	$1.115M	0.7%	$46.13	+14.7%	COM	651639106
PHM	PULTE GROUP INC	10,402	$1.097M	0.7%	$123.16	-18.6%	COM	745867101
ECL	ECOLAB INC	3,942	$1.062M	0.6%	$175.85	+43.5%	COM	278865100
AVEM	AMERICAN CENTY ETF TR	15,357	$1.053M	0.6%	$56.39	—	AVANTIS EMGMKT	025072604
ABT	ABBOTT LABS	7,699	$1.047M	0.6%	$96.07	+35.9%	COM	002824100
AXP	AMERICAN EXPRESS CO	3,260	$1.04M	0.6%	$156.99	+77.9%	COM	025816109
BKR	BAKER HUGHES COMPANY	26,891	$1.031M	0.6%	$36.72	+1.5%	CL A	05722G100
SPY	SPDR S&P 500 ETF TR	1,636	$1.011M	0.6%	$475.31	—	TR UNIT	78462F103
COST	COSTCO WHSL CORP NEW	1,009	$999K	0.6%	$573.49	+72.8%	COM	22160K105
CAT	CATERPILLAR INC	2,198	$853K	0.5%	$335.50	-1.4%	COM	149123101
CVS	CVS HEALTH CORP	12,268	$846K	0.5%	$63.21	+1.5%	COM	126650100
ROP	ROPER TECHNOLOGIES INC	1,465	$830K	0.5%	$508.04	+10.6%	COM	776696106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	3,555	$805K	0.5%	$106.58	—	SPONSORED ADS	874039100
SAP	SAP SE	2,495	$759K	0.5%	$154.59	—	SPON ADR	803054204
CW	CURTISS WRIGHT CORP	1,535	$750K	0.4%	$219.02	+80.0%	COM	231561101
META	META PLATFORMS INC	983	$726K	0.4%	$323.40	+90.7%	CL A	30303M102
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,387	$674K	0.4%	$350.99	+44.7%	CL B NEW	084670702
ATI	ATI INC	7,173	$619K	0.4%	$42.93	+59.4%	COM	01741R102
LPRO	OPEN LENDING CORP	307,500	$597K	0.4%	$6.73	-76.0%	COM	68373J104
CB	CHUBB LIMITED	2,050	$594K	0.4%	$215.17	+33.4%	COM	H1467J104
DG	DOLLAR GEN CORP NEW	4,910	$562K	0.3%	$111.37	-11.9%	COM	256677105
AMP	AMERIPRISE FINL INC	1,050	$560K	0.3%	$333.50	+47.0%	COM	03076C106
MRK	MERCK & CO INC	7,054	$558K	0.3%	$96.81	-20.1%	COM	58933Y105
MS	MORGAN STANLEY	3,804	$536K	0.3%	$74.81	+61.7%	COM NEW	617446448
MTZ	MASTEC INC	3,035	$517K	0.3%	$71.21	+102.3%	COM	576323109
UPS	UNITED PARCEL SERVICE INC	4,949	$500K	0.3%	$134.26	-29.9%	CL B	911312106
EVR	EVERCORE INC	1,820	$491K	0.3%	$144.89	+50.7%	CLASS A	29977A105
FLEX	FLEX LTD	9,600	$479K	0.3%	$20.01	+94.7%	ORD	Y2573F102
COHR	COHERENT CORP	5,260	$469K	0.3%	$39.18	+83.7%	COM	19247G107
SONY	SONY GROUP CORP	17,450	$454K	0.3%	$35.00	—	SPONSORED ADR	835699307
LPLA	LPL FINL HLDGS INC	1,210	$454K	0.3%	$230.49	+52.0%	COM	50212V100
MUFG	MITSUBISHI UFJ FINL GROUP IN	33,020	$453K	0.3%	$8.73	—	SPONSORED ADS	606822104
NVS	NOVARTIS AG	3,727	$451K	0.3%	$101.51	—	SPONSORED ADR	66987V109
NXPI	NXP SEMICONDUCTORS N V	1,980	$433K	0.3%	$193.58	-0.4%	COM	N6596X109
ASML	ASML HOLDING N V	535	$429K	0.3%	$759.30	—	N Y REGISTRY SHS	N07059210
CACI	CACI INTL INC	890	$424K	0.3%	$330.47	+34.1%	CL A	127190304
LYG	LLOYDS BANKING GROUP PLC	99,725	$424K	0.3%	$2.46	—	SPONSORED ADR	539439109
AX	AXOS FINANCIAL INC	5,470	$416K	0.2%	$43.34	+56.0%	COM	05465C100
—	UNILEVER PLC	6,480	$396K	0.2%	$48.97	—	SPON ADR NEW	904767704
WELL	WELLTOWER INC	2,490	$383K	0.2%	$83.03	+78.1%	COM	95040Q104
CWST	CASELLA WASTE SYS INC	3,315	$382K	0.2%	$82.85	+39.5%	CL A	147448104
TM	TOYOTA MOTOR CORP	2,215	$382K	0.2%	$182.90	—	ADS	892331307
ING	ING GROEP N.V.	17,430	$381K	0.2%	$15.02	—	SPONSORED ADR	456837103
IRM	IRON MTN INC DEL	3,660	$375K	0.2%	$58.41	+57.4%	COM	46284V101
SNX	TD SYNNEX CORPORATION	2,690	$365K	0.2%	$96.75	+20.2%	COM	87162W100
DLR	DIGITAL RLTY TR INC	2,040	$356K	0.2%	$120.61	+32.8%	COM	253868103
NEE	NEXTERA ENERGY INC	5,104	$354K	0.2%	$54.30	+25.4%	COM	65339F101
QQQ	INVESCO QQQ TR	627	$346K	0.2%	$409.52	—	UNIT SER 1	46090E103
PG	PROCTER AND GAMBLE CO	2,168	$345K	0.2%	$140.61	+14.3%	COM	742718109
PFGC	PERFORMANCE FOOD GROUP CO	3,876	$339K	0.2%	$63.03	+32.1%	COM	71377A103
IBM	INTERNATIONAL BUSINESS MACHS	1,132	$334K	0.2%	$141.50	+79.4%	COM	459200101
AZN	ASTRAZENECA PLC	4,745	$332K	0.2%	$67.35	—	SPONSORED ADR	046353108
VICI	VICI PPTYS INC	10,094	$329K	0.2%	$26.01	+17.3%	COM	925652109
LGND	LIGAND PHARMACEUTICALS INC	2,880	$327K	0.2%	$66.12	+61.7%	COM NEW	53220K504
AXS	AXIS CAP HLDGS LTD	3,115	$323K	0.2%	$71.79	+38.1%	SHS	G0692U109
HALO	HALOZYME THERAPEUTICS INC	6,200	$323K	0.2%	$39.66	+43.5%	COM	40637H109
PLNT	PLANET FITNESS INC	2,950	$322K	0.2%	$66.28	+51.1%	CL A	72703H101
GE	GE AEROSPACE	1,242	$320K	0.2%	$91.47	+139.0%	COM NEW	369604301
—	SYNOVUS FINL CORP	6,114	$316K	0.2%	$39.91	—	COM NEW	87161C501
RF	REGIONS FINANCIAL CORP NEW	13,296	$313K	0.2%	$15.05	+36.8%	COM	7591EP100
AMG	AFFILIATED MANAGERS GROUP IN	1,580	$311K	0.2%	$166.84	+4.0%	COM	008252108
XOM	EXXON MOBIL CORP	2,884	$311K	0.2%	$97.92	+6.7%	COM	30231G102
SHEL	SHELL PLC	4,390	$309K	0.2%	$66.01	—	SPON ADS	780259305
SPG	SIMON PPTY GROUP INC NEW	1,915	$308K	0.2%	$109.25	+39.8%	COM	828806109
VTR	VENTAS INC	4,865	$307K	0.2%	$42.16	+51.7%	COM	92276F100
NBIX	NEUROCRINE BIOSCIENCES INC	2,430	$305K	0.2%	$115.06	-0.3%	COM	64125C109
EQIX	EQUINIX INC	380	$302K	0.2%	$736.39	+13.5%	COM	29444U700
BYD	BOYD GAMING CORP	3,855	$302K	0.2%	$59.92	+18.4%	COM	103304101
EXR	EXTRA SPACE STORAGE INC	2,021	$298K	0.2%	$121.63	+15.8%	COM	30225T102
SNY	SANOFI	6,140	$297K	0.2%	$49.64	—	SPONSORED ADR	80105N105
WMS	ADVANCED DRAIN SYS INC DEL	2,575	$296K	0.2%	$118.67	-5.9%	COM	00790R104
PLD	PROLOGIS INC.	2,792	$293K	0.2%	$105.68	-3.2%	COM	74340W103
GTLS	CHART INDS INC	1,775	$292K	0.2%	$151.28	-2.9%	COM	16115Q308
PHG	KONINKLIJKE PHILIPS N V	12,173	$292K	0.2%	$23.75	—	NY REGIS SHS NEW	500472303
AMT	AMERICAN TOWER CORP NEW	1,320	$292K	0.2%	$178.09	+18.1%	COM	03027X100
MKSI	MKS INC.	2,915	$290K	0.2%	$87.19	-7.3%	COM	55306N104
TRMB	TRIMBLE INC	3,800	$289K	0.2%	$47.69	+40.9%	COM	896239100
NXST	NEXSTAR MEDIA GROUP INC	1,660	$287K	0.2%	$136.84	+16.0%	COMMON STOCK	65336K103
EPRT	ESSENTIAL PPTYS RLTY TR INC	8,975	$286K	0.2%	$25.70	—	COM	29670E107
ADUS	ADDUS HOMECARE CORP	2,485	$286K	0.2%	$89.87	+20.2%	COM	006739106
GLNG	GOLAR LNG LTD	6,935	$286K	0.2%	$23.37	+66.0%	SHS	G9456A100
SE	SEA LTD	1,780	$285K	0.2%	$135.62	—	SPONSORD ADS	81141R100
IWF	ISHARES TR	666	$283K	0.2%	$303.17	—	RUS 1000 GRW ETF	464287614
FNB	F N B CORP	19,140	$279K	0.2%	$11.21	+18.2%	COM	302520101
VOD	VODAFONE GROUP PLC NEW	25,850	$276K	0.2%	$8.85	—	SPONSORED ADR	92857W308
SBAC	SBA COMMUNICATIONS CORP NEW	1,170	$275K	0.2%	$215.52	+4.8%	CL A	78410G104
CUZ	COUSINS PPTYS INC	9,005	$270K	0.2%	$24.40	—	COM NEW	222795502
GSK	GSK PLC	6,995	$269K	0.2%	$36.91	—	SPONSORED ADR	37733W204
RITM	RITHM CAPITAL CORP	23,725	$268K	0.2%	$10.68	—	COM NEW	64828T201
KT	KT CORP	12,850	$267K	0.2%	$18.16	—	SPONSORED ADR	48268K101
REG	REGENCY CTRS CORP	3,738	$266K	0.2%	$56.92	+22.0%	COM	758849103
—	TOTALENERGIES SE	4,315	$265K	0.2%	$66.41	—	SPONSORED ADS	89151E109
EMN	EASTMAN CHEM CO	3,493	$261K	0.2%	$73.14	+3.8%	COM	277432100
JNJ	JOHNSON & JOHNSON	1,694	$259K	0.2%	$144.30	+4.5%	COM	478160104
HMC	HONDA MOTOR LTD	8,970	$259K	0.2%	$30.78	—	ADR ECH CNV IN 3	438128308
BWIN	THE BALDWIN INSURANCE GRP IN	6,025	$258K	0.2%	$31.83	+27.5%	COM CL A	05589G102
UNP	UNION PAC CORP	1,118	$257K	0.2%	$209.24	+4.4%	COM	907818108
WTRG	ESSENTIAL UTILS INC	6,920	$257K	0.2%	$37.88	+2.8%	COM	29670G102
AVB	AVALONBAY CMNTYS INC	1,260	$256K	0.2%	$162.44	+22.5%	COM	053484101
BUD	ANHEUSER BUSCH INBEV SA/NV	3,700	$254K	0.2%	$62.72	—	SPONSORED ADR	03524A108
PEP	PEPSICO INC	1,912	$252K	0.2%	$153.75	-14.8%	COM	713448108
CXT	CRANE NXT CO	4,680	$252K	0.2%	$52.02	-2.9%	COM	224441105
FR	FIRST INDL RLTY TR INC	5,195	$250K	0.1%	$52.54	—	COM	32054K103
BXP	BXP INC	3,700	$250K	0.1%	$54.01	+19.3%	COM	101121101
MAA	MID-AMER APT CMNTYS INC	1,675	$248K	0.1%	$118.74	+28.4%	COM	59522J103
ACIW	ACI WORLDWIDE INC	5,310	$244K	0.1%	$37.02	+32.8%	COM	004498101
CSCO	CISCO SYS INC	3,495	$242K	0.1%	$47.98	+25.9%	COM	17275R102
SUI	SUN CMNTYS INC	1,915	$242K	0.1%	$132.62	—	COM	866674104
TGT	TARGET CORP	2,453	$242K	0.1%	$113.03	-17.5%	COM	87612E106
CDNA	CAREDX INC	12,195	$238K	0.1%	$9.15	+94.1%	COM	14167L103
O	REALTY INCOME CORP	4,135	$238K	0.1%	$47.53	+14.6%	COM	756109104
PSA	PUBLIC STORAGE OPER CO	810	$238K	0.1%	$255.84	+12.4%	COM	74460D109
BNL	BROADSTONE NET LEASE INC	14,750	$237K	0.1%	$15.71	—	COM	11135E203
INVH	INVITATION HOMES INC	7,180	$236K	0.1%	$30.07	+8.4%	COM	46187W107
—	CUSHMAN WAKEFIELD PLC	21,260	$235K	0.1%	$10.71	—	SHS	G2717B108
UDR	UDR INC	5,705	$233K	0.1%	$34.13	+18.5%	COM	902653104
FRPT	FRESHPET INC	3,375	$229K	0.1%	$69.45	+12.5%	COM	358039105
AXTA	AXALTA COATING SYS LTD	7,655	$227K	0.1%	$30.06	+3.6%	COM	G0750C108
KIM	KIMCO RLTY CORP	10,465	$220K	0.1%	$17.37	+15.5%	COM	49446R109
CHDN	CHURCHILL DOWNS INC	2,172	$219K	0.1%	$116.29	-16.2%	COM	171484108
DBRG	DIGITALBRIDGE GROUP INC	21,075	$218K	0.1%	$15.67	-39.3%	CL A NEW	25401T603
STWD	STARWOOD PPTY TR INC	10,730	$215K	0.1%	$20.92	—	COM	85571B105
KBR	KBR INC	4,442	$213K	0.1%	$60.78	-15.5%	COM	48242W106
HST	HOST HOTELS & RESORTS INC	13,755	$211K	0.1%	$15.06	-5.8%	COM	44107P104
IWM	ISHARES TR	979	$211K	0.1%	$206.64	—	RUSSELL 2000 ETF	464287655
DOC	HEALTHPEAK PROPERTIES INC	11,720	$205K	0.1%	$16.34	+4.0%	COM	42250P103
ETN	EATON CORP PLC	573	$205K	0.1%	$215.55	+42.3%	SHS	G29183103
VYX	NCR VOYIX CORPORATION	17,205	$202K	0.1%	$14.35	-29.5%	COM	62886E108
AVNT	AVIENT CORPORATION	6,210	$201K	0.1%	$33.68	+0.4%	COM	05368V106
LIN	LINDE PLC	426	$200K	0.1%	$383.62	+17.9%	SHS	G54950103
DHR	DANAHER CORPORATION	1,000	$198K	0.1%	$210.35	-8.2%	COM	235851102
AMH	AMERICAN HOMES 4 RENT	5,145	$186K	0.1%	$35.96	—	CL A	02665T306
URI	UNITED RENTALS INC	246	$185K	0.1%	$462.72	+43.8%	COM	911363109
CLFD	CLEARFIELD INC	4,250	$184K	0.1%	$26.66	+28.6%	COM	18482P103
ESS	ESSEX PPTY TR INC	645	$183K	0.1%	$273.00	0.0%	COM	297178105
AMAT	APPLIED MATLS INC	998	$183K	0.1%	$144.16	+9.2%	COM	038222105
SOLV	SOLVENTUM CORP	2,347	$178K	0.1%	$60.70	+16.7%	COM SHS	83444M101
BK	BANK NEW YORK MELLON CORP	1,930	$176K	0.1%	$43.67	+92.2%	COM	064058100
—	AMEDISYS INC	1,785	$176K	0.1%	$95.06	—	COM	023436108
PUK	PRUDENTIAL PLC	6,870	$172K	0.1%	$21.80	—	ADR	74435K204
WY	WEYERHAEUSER CO MTN BE	6,625	$170K	0.1%	$25.57	0.0%	COM NEW	962166104
IVE	ISHARES TR	856	$167K	0.1%	$190.58	—	S&P 500 VAL ETF	464287408
—	NV5 GLOBAL INC	7,090	$164K	0.1%	$47.36	—	COM	62945V109
GEV	GE VERNOVA INC	309	$164K	0.1%	$158.10	+163.1%	COM	36828A101
DE	DEERE & CO	310	$158K	0.1%	$365.14	+32.7%	COM	244199105
ASO	ACADEMY SPORTS & OUTDOORS IN	3,345	$150K	0.1%	$48.19	-14.6%	COM	00402L107
ALB	ALBEMARLE CORP	2,310	$145K	0.1%	$123.39	-52.7%	COM	012653101
AMRC	AMERESCO INC	9,215	$140K	0.1%	$23.59	-44.5%	CL A	02361E108
ARE	ALEXANDRIA REAL ESTATE EQ IN	1,905	$138K	0.1%	$89.79	-21.2%	COM	015271109
WMB	WILLIAMS COS INC	2,191	$138K	0.1%	$32.16	+79.3%	COM	969457100
CI	THE CIGNA GROUP	401	$133K	0.1%	$280.77	+13.2%	COM	125523100
IWR	ISHARES TR	1,425	$131K	0.1%	$84.48	—	RUS MID CAP ETF	464287499
IVV	ISHARES TR	210	$130K	0.1%	$477.63	—	CORE S&P500 ETF	464287200
NVDA	NVIDIA CORPORATION	820	$130K	0.1%	$93.84	+34.1%	COM	67066G104
QCOM	QUALCOMM INC	800	$127K	0.1%	$118.34	+22.6%	COM	747525103
ABBV	ABBVIE INC	668	$124K	0.1%	$135.72	+34.6%	COM	00287Y109
COLD	AMERICOLD REALTY TRUST INC	7,300	$121K	0.1%	$22.00	—	COM	03064D108
COP	CONOCOPHILLIPS	1,302	$117K	0.1%	$103.57	-15.0%	COM	20825C104
BX	BLACKSTONE INC	750	$112K	0.1%	$102.08	+32.4%	COM	09260D107
EVH	EVOLENT HEALTH INC	9,725	$110K	0.1%	$22.11	-58.5%	CL A	30050B101
RPD	RAPID7 INC	4,730	$109K	0.1%	$44.75	-47.0%	COM	753422104
LOW	LOWES COS INC	477	$106K	0.1%	$194.73	+13.3%	COM	548661107
TXN	TEXAS INSTRS INC	500	$104K	0.1%	$145.50	+19.8%	COM	882508104
PWR	QUANTA SVCS INC	266	$101K	0.1%	$184.24	+74.1%	COM	74762E102
SM	SM ENERGY CO	4,060	$100K	0.1%	$37.55	-37.4%	COM	78454L100
NXT	NEXTRACKER INC	1,741	$94,658	0.1%	$53.20	-5.7%	CLASS A COM	65290E101
CL	COLGATE PALMOLIVE CO	1,000	$90,900	0.1%	$71.73	+25.5%	COM	194162103
EFA	ISHARES TR	1,000	$89,390	0.1%	$75.48	—	MSCI EAFE ETF	464287465
ED	CONSOLIDATED EDISON INC	867	$87,003	0.1%	$83.05	+24.9%	COM	209115104
MDT	MEDTRONIC PLC	975	$84,991	0.1%	$71.45	+16.9%	SHS	G5960L103
ICE	INTERCONTINENTAL EXCHANGE IN	450	$82,562	0.0%	$110.43	+54.4%	COM	45866F104
BSX	BOSTON SCIENTIFIC CORP	746	$80,128	0.0%	$53.38	+89.6%	COM	101137107
ELF	E L F BEAUTY INC	585	$72,797	0.0%	$111.42	-23.4%	COM	26856L103
PANW	PALO ALTO NETWORKS INC	348	$71,215	0.0%	$161.31	+15.1%	COM	697435105
YUM	YUM BRANDS INC	463	$68,607	0.0%	$119.71	+20.4%	COM	988498101
PLXS	PLEXUS CORP	500	$67,655	0.0%	$100.42	+27.7%	COM	729132100
NUE	NUCOR CORP	490	$63,475	0.0%	$153.29	-24.6%	COM	670346105
IJH	ISHARES TR	1,000	$62,020	0.0%	$104.02	—	CORE S&P MCP ETF	464287507
MDLZ	MONDELEZ INTL INC	909	$61,303	0.0%	$64.31	+1.3%	CL A	609207105
USB	US BANCORP DEL	1,312	$59,368	0.0%	$33.10	+23.1%	COM NEW	902973304
HIG	HARTFORD INSURANCE GROUP INC	450	$57,092	0.0%	$72.47	+69.6%	COM	416515104
JEPI	J P MORGAN EXCHANGE TRADED F	1,000	$56,850	0.0%	$56.85	—	EQUITY PREMIUM	46641Q332
SDY	SPDR SERIES TRUST	414	$56,192	0.0%	$124.97	—	S&P DIVID ETF	78464A763
GD	GENERAL DYNAMICS CORP	184	$53,665	0.0%	$234.24	+16.3%	COM	369550108
INTU	INTUIT	62	$48,833	0.0%	$544.67	+23.8%	COM	461202103
VXUS	VANGUARD STAR FDS	700	$48,363	0.0%	$57.96	—	VG TL INTL STK F	921909768
ATO	ATMOS ENERGY CORP	300	$46,233	0.0%	$106.01	+44.4%	COM	049560105
PRF	INVESCO EXCHANGE TRADED FD T	1,000	$42,270	0.0%	$35.20	—	RAFI US 1000 ETF	46137V613
SO	SOUTHERN CO	450	$41,324	0.0%	$63.75	+38.0%	COM	842587107
STZ	CONSTELLATION BRANDS INC	250	$40,670	0.0%	$227.93	-22.5%	CL A	21036P108
VNQ	VANGUARD INDEX FDS	450	$40,077	0.0%	$88.36	—	REAL ESTATE ETF	922908553
GIS	GENERAL MLS INC	768	$39,790	0.0%	$59.53	-9.7%	COM	370334104
ETR	ENTERGY CORP NEW	446	$37,072	0.0%	$63.28	+28.4%	COM	29364G103
CARR	CARRIER GLOBAL CORPORATION	500	$36,595	0.0%	$51.55	+30.6%	COM	14448C104
APD	AIR PRODS & CHEMS INC	128	$36,104	0.0%	$259.21	+3.4%	COM	009158106
AWK	AMERICAN WTR WKS CO INC NEW	250	$34,778	0.0%	$120.02	+17.6%	COM	030420103
ADI	ANALOG DEVICES INC	146	$34,751	0.0%	$172.22	+19.6%	COM	032654105
VLTO	VERALTO CORP	308	$31,093	0.0%	$73.75	+30.4%	COM SHS	92338C103
EA	ELECTRONIC ARTS INC	193	$30,822	0.0%	$130.73	+12.8%	COM	285512109
SLB	SCHLUMBERGER LTD	892	$30,150	0.0%	$51.21	-33.7%	COM STK	806857108
PGNY	PROGYNY INC	1,310	$28,820	0.0%	$24.36	-10.0%	COM	74340E103
IYR	ISHARES TR	300	$28,431	0.0%	$91.41	—	U.S. REAL ES ETF	464287739
INTC	INTEL CORP	1,250	$28,000	0.0%	$40.04	-48.2%	COM	458140100
CR	CRANE COMPANY	138	$26,205	0.0%	$99.57	+66.1%	COMMON STOCK	224408104
OTIS	OTIS WORLDWIDE CORP	250	$24,755	0.0%	$80.24	+18.9%	COM	68902V107
PFE	PFIZER INC	1,000	$24,240	0.0%	$26.40	-15.4%	COM	717081103
PSX	PHILLIPS 66	193	$23,025	0.0%	$109.71	-0.2%	COM	718546104
MPC	MARATHON PETE CORP	137	$22,757	0.0%	$141.98	+4.2%	COM	56585A102
HXL	HEXCEL CORP NEW	400	$22,596	0.0%	$67.59	-21.8%	COM	428291108
TJX	TJX COS INC NEW	177	$21,858	0.0%	$87.27	+44.2%	COM	872540109
ARES	ARES MANAGEMENT CORPORATION	125	$21,650	0.0%	$102.46	+51.5%	CL A COM STK	03990B101
MA	MASTERCARD INCORPORATED	38	$21,354	0.0%	$397.11	+38.9%	CL A	57636Q104
SNPS	SYNOPSYS INC	41	$21,020	0.0%	$511.34	-8.9%	COM	871607107
BAX	BAXTER INTL INC	674	$20,409	0.0%	$33.60	-10.8%	COM	071813109
FTV	FORTIVE CORP	387	$20,174	0.0%	$52.24	-0.1%	COM	34959J108
SYK	STRYKER CORPORATION	50	$19,782	0.0%	$274.84	+35.2%	COM	863667101
KLAC	KLA CORP	21	$18,811	0.0%	$510.90	+46.5%	COM NEW	482480100
NFLX	NETFLIX INC	14	$18,748	0.0%	$43.65	+159.0%	COM	64110L106
GS	GOLDMAN SACHS GROUP INC	25	$17,694	0.0%	$317.74	+79.9%	COM	38141G104
DIA	SPDR DOW JONES INDL AVERAGE	40	$17,626	0.0%	$376.87	—	UT SER 1	78467X109
GLW	CORNING INC	321	$16,881	0.0%	$27.12	+70.7%	COM	219350105
ALL	ALLSTATE CORP	78	$15,702	0.0%	$124.75	+57.8%	COM	020002101
TPR	TAPESTRY INC	178	$15,630	0.0%	$29.19	+156.7%	COM	876030107
BMY	BRISTOL-MYERS SQUIBB CO	330	$15,276	0.0%	$46.92	+0.6%	COM	110122108
CDNS	CADENCE DESIGN SYSTEM INC	48	$14,791	0.0%	$257.66	+12.8%	COM	127387108
AMD	ADVANCED MICRO DEVICES INC	104	$14,758	0.0%	$117.86	-7.6%	COM	007903107
TMHC	TAYLOR MORRISON HOME CORP	237	$14,557	0.0%	$44.70	+30.0%	COM	87724P106
NTNX	NUTANIX INC	187	$14,294	0.0%	$40.47	+77.9%	CL A	67059N108
RS	RELIANCE INC	44	$13,812	0.0%	$265.53	+11.2%	COM	759509102
LEN	LENNAR CORP	123	$13,605	0.0%	$116.88	-8.2%	CL A	526057104
ORLY	OREILLY AUTOMOTIVE INC	150	$13,520	0.0%	$89.31	+2.1%	COM	67103H107
CME	CME GROUP INC	49	$13,505	0.0%	$194.65	+37.9%	COM	12572Q105
RCL	ROYAL CARIBBEAN GROUP	43	$13,465	0.0%	$100.17	+135.7%	COM	V7780T103
AXON	AXON ENTERPRISE INC	16	$13,247	0.0%	$225.35	+201.9%	COM	05464C101
ACN	ACCENTURE PLC IRELAND	44	$13,151	0.0%	$312.68	-3.1%	SHS CLASS A	G1151C101
CTVA	CORTEVA INC	176	$13,117	0.0%	$46.55	+42.2%	COM	22052L104
PM	PHILIP MORRIS INTL INC	72	$13,113	0.0%	$83.71	+99.9%	COM	718172109
FANG	DIAMONDBACK ENERGY INC	93	$12,778	0.0%	$144.29	-5.6%	COM	25278X109
ROST	ROSS STORES INC	100	$12,758	0.0%	$121.76	+13.2%	COM	778296103
AFL	AFLAC INC	118	$12,444	0.0%	$76.99	+34.6%	COM	001055102
COR	CENCORA INC	41	$12,294	0.0%	$191.75	+49.6%	COM	03073E105
T	AT&T INC	410	$11,865	0.0%	$14.21	+89.7%	COM	00206R102
AIZ	ASSURANT INC	60	$11,849	0.0%	$153.72	+26.5%	COM	04621X108
BPOP	POPULAR INC	104	$11,462	0.0%	$66.61	+45.8%	COM NEW	733174700
HD	HOME DEPOT INC	31	$11,366	0.0%	$293.72	+21.2%	COM	437076102
D	DOMINION ENERGY INC	200	$11,304	0.0%	$40.17	+32.3%	COM	25746U109
KMI	KINDER MORGAN INC DEL	384	$11,290	0.0%	$15.34	+74.5%	COM	49456B101
IBKR	INTERACTIVE BROKERS GROUP IN	200	$11,082	0.0%	$40.51	+16.7%	COM CL A	45841N107
PNC	PNC FINL SVCS GROUP INC	59	$10,999	0.0%	$119.93	+38.4%	COM	693475105
AJG	GALLAGHER ARTHUR J & CO	34	$10,884	0.0%	$232.39	+41.0%	COM	363576109
LHX	L3HARRIS TECHNOLOGIES INC	43	$10,786	0.0%	$179.88	+26.2%	COM	502431109
MU	MICRON TECHNOLOGY INC	87	$10,723	0.0%	$73.62	+26.6%	COM	595112103
PH	PARKER-HANNIFIN CORP	15	$10,477	0.0%	$407.15	+54.3%	COM	701094104
VOYA	VOYA FINANCIAL INC	145	$10,295	0.0%	$66.16	-4.6%	COM	929089100
DEO	DIAGEO PLC	100	$10,084	0.0%	$145.66	—	SPON ADR NEW	25243Q205
COF	CAPITAL ONE FINL CORP	46	$9,787	0.0%	$104.53	+77.0%	COM	14040H105
CNC	CENTENE CORP DEL	179	$9,716	0.0%	$72.14	-18.7%	COM	15135B101
MRVL	MARVELL TECHNOLOGY INC	123	$9,520	0.0%	$53.61	+16.2%	COM	573874104
BIIB	BIOGEN INC	75	$9,419	0.0%	$245.62	-49.3%	COM	09062X103
VRTX	VERTEX PHARMACEUTICALS INC	21	$9,349	0.0%	$369.42	+24.7%	COM	92532F100
DD	DUPONT DE NEMOURS INC	135	$9,260	0.0%	$29.01	-5.8%	COM	26614N102
DOV	DOVER CORP	50	$9,162	0.0%	$136.69	+26.3%	COM	260003108
EBAY	EBAY INC.	121	$9,010	0.0%	$39.83	+76.3%	COM	278642103
NOC	NORTHROP GRUMMAN CORP	18	$9,000	0.0%	$452.04	+7.5%	COM	666807102
TTEK	TETRA TECH INC NEW	250	$8,990	0.0%	$41.99	-20.7%	COM	88162G103
JCI	JOHNSON CTLS INTL PLC	85	$8,978	0.0%	$50.71	+80.9%	SHS	G51502105
KBH	KB HOME	162	$8,581	0.0%	$49.60	+5.7%	COM	48666K109
VZ	VERIZON COMMUNICATIONS INC	198	$8,567	0.0%	$31.00	+34.9%	COM	92343V104
CMI	CUMMINS INC	26	$8,515	0.0%	$216.82	+41.0%	COM	231021106
ARW	ARROW ELECTRS INC	66	$8,410	0.0%	$119.35	-3.8%	COM	042735100
EQT	EQT CORP	141	$8,223	0.0%	$39.30	+36.3%	COM	26884L109
VLO	VALERO ENERGY CORP	60	$8,065	0.0%	$119.35	+2.5%	COM	91913Y100
MPWR	MONOLITHIC PWR SYS INC	11	$8,045	0.0%	$513.84	+23.3%	COM	609839105
EOG	EOG RES INC	67	$8,014	0.0%	$115.58	-3.0%	COM	26875P101
L	LOEWS CORP	85	$7,791	0.0%	$66.05	+32.7%	COM	540424108
AVAV	AEROVIRONMENT INC	27	$7,694	0.0%	$122.31	+38.4%	COM	008073108
DECK	DECKERS OUTDOOR CORP	72	$7,421	0.0%	$144.07	-23.1%	COM	243537107
STE	STERIS PLC	30	$7,207	0.0%	$207.61	+11.7%	SHS USD	G8473T100
NOW	SERVICENOW INC	7	$7,197	0.0%	$126.04	+49.7%	COM	81762P102
BBY	BEST BUY INC	107	$7,183	0.0%	$63.45	+3.1%	COM	086516101
MNST	MONSTER BEVERAGE CORP NEW	112	$7,016	0.0%	$53.44	+14.3%	COM	61174X109
TEL	TE CONNECTIVITY PLC	41	$6,915	0.0%	$146.82	+2.8%	ORD SHS	G87052109
ITT	ITT INC	44	$6,901	0.0%	$105.13	+35.5%	COM	45073V108
RRX	REGAL REXNORD CORPORATION	47	$6,813	0.0%	$126.16	-0.6%	COM	758750103
R	RYDER SYS INC	41	$6,519	0.0%	$105.16	+39.7%	COM	783549108
BLD	TOPBUILD CORP	20	$6,475	0.0%	$286.36	+3.6%	COM	89055F103
TSLA	TESLA INC	20	$6,353	0.0%	$333.26	-9.6%	COM	88160R101
SLM	SLM CORP	190	$6,230	0.0%	$15.10	+102.6%	COM	78442P106
MLM	MARTIN MARIETTA MATLS INC	11	$6,039	0.0%	$445.31	+18.3%	COM	573284106
A	AGILENT TECHNOLOGIES INC	50	$5,901	0.0%	$117.22	-5.9%	COM	00846U101
CTRA	COTERRA ENERGY INC	232	$5,888	0.0%	$24.95	-0.6%	COM	127097103
NSC	NORFOLK SOUTHN CORP	23	$5,887	0.0%	$200.12	+16.5%	COM	655844108
RBC	RBC BEARINGS INC	15	$5,772	0.0%	$245.22	+44.0%	COM	75524B104
FSLR	FIRST SOLAR INC	34	$5,628	0.0%	$152.94	-3.5%	COM	336433107
TKR	TIMKEN CO	77	$5,586	0.0%	$73.57	-7.5%	COM	887389104
CROX	CROCS INC	55	$5,570	0.0%	$92.32	+10.4%	COM	227046109
PATK	PATRICK INDS INC	60	$5,536	0.0%	$64.39	+30.7%	COM	703343103
DGX	QUEST DIAGNOSTICS INC	30	$5,389	0.0%	$126.28	+36.3%	COM	74834L100
KFRC	KFORCE INC	129	$5,306	0.0%	$63.78	-34.2%	COM	493732101
LH	LABCORP HOLDINGS INC	20	$5,250	0.0%	$216.29	+11.8%	COM SHS	504922105
ALNY	ALNYLAM PHARMACEUTICALS INC	16	$5,217	0.0%	$170.34	+62.4%	COM	02043Q107
GAP	GAP INC	233	$5,082	0.0%	$15.11	+44.6%	COM	364760108
LAD	LITHIA MTRS INC	15	$5,067	0.0%	$274.37	+12.7%	COM	536797103
QNTM	QUANTUM BIOPHARMA LTD	250	$5,063	0.0%	$5.75	+114.5%	CL B SUB VTG SHS	74764Y205
ITW	ILLINOIS TOOL WKS INC	19	$4,698	0.0%	$227.33	+4.3%	COM	452308109
USFD	US FOODS HLDG CORP	60	$4,621	0.0%	$41.36	+72.5%	COM	912008109
OKE	ONEOK INC NEW	56	$4,571	0.0%	$60.36	+33.7%	COM	682680103
VRRM	VERRA MOBILITY CORP	177	$4,494	0.0%	$20.51	+13.6%	CL A COM STK	92511U102
XPO	XPO INC	35	$4,420	0.0%	$81.49	+37.7%	COM	983793100
H	HYATT HOTELS CORP	31	$4,329	0.0%	$112.41	+10.7%	COM CL A	448579102
KTB	KONTOOR BRANDS INC	65	$4,288	0.0%	$51.39	+25.8%	COM	50050N103
J	JACOBS SOLUTIONS INC	32	$4,206	0.0%	$106.89	+14.7%	COM	46982L108
GMED	GLOBUS MED INC	70	$4,131	0.0%	$48.74	+32.6%	CL A	379577208
HAL	HALLIBURTON CO	197	$4,015	0.0%	$36.44	-43.6%	COM	406216101
WLK	WESTLAKE CORPORATION	40	$3,037	0.0%	$121.60	-34.0%	COM	960413102
RGTI	RIGETTI COMPUTING INC	250	$2,965	0.0%	$11.09	-4.9%	COMMON STOCK	76655K103
DVN	DEVON ENERGY CORP NEW	86	$2,736	0.0%	$42.41	-26.3%	COM	25179M103
HPQ	HP INC	100	$2,446	0.0%	$25.76	-4.1%	COM	40434L105
HPE	HEWLETT PACKARD ENTERPRISE C	100	$2,045	0.0%	$15.35	+7.3%	COM	42824C109
CHTR	CHARTER COMMUNICATIONS INC N	3	$1,226	0.0%	$407.77	-6.1%	CL A	16119P108
AMTM	AMENTUM HOLDINGS INC	1	$24	0.0%	$20.90	0.0%	COM	023939101