Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	39,642	$10.06M	5.7%	$182.81	+43.8%	COM	037833100
LRCX	LAM RESEARCH CORP	36,760	$7.854M	4.4%	$78.11	+189.3%	COM NEW	512807306
MCK	MCKESSON CORP	6,025	$5.214M	2.9%	$450.30	+94.4%	COM	58155Q103
WMT	WALMART INC	40,315	$5.01M	2.8%	$54.52	+123.8%	COM	931142103
MSFT	MICROSOFT CORP	13,170	$4.875M	2.8%	$350.36	+24.0%	COM	594918104
GOOGL	ALPHABET INC	16,708	$4.805M	2.7%	$133.35	+142.4%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO	16,094	$4.734M	2.7%	$145.84	+113.5%	COM	46625H100
AMZN	AMAZON COM INC	19,782	$4.12M	2.3%	$141.07	+60.8%	COM	023135106
AVGO	BROADCOM INC	12,195	$3.774M	2.1%	$151.19	+121.0%	COM	11135F101
RTX	RTX CORPORATION	18,102	$3.492M	2.0%	$76.19	+158.1%	COM	75513E101
AMGN	AMGEN INC	9,033	$3.178M	1.8%	$256.09	+36.5%	COM	031162100
BAC	BANK AMERICA CORP	64,143	$3.127M	1.8%	$27.61	+94.4%	COM	060505104
V	VISA INC	9,600	$2.902M	1.6%	$242.67	+35.6%	COM CL A	92826C839
BLK	BLACKROCK INC	2,892	$2.781M	1.6%	$961.85	+14.1%	COM	09290D101
FDX	FEDEX CORP	7,645	$2.723M	1.5%	$242.46	+39.8%	COM	31428X106
GM	GENERAL MTRS CO	36,084	$2.688M	1.5%	$32.45	+153.5%	COM	37045V100
SCHW	SCHWAB CHARLES CORP	27,355	$2.571M	1.5%	$56.99	+75.7%	COM	808513105
AVDE	AMERICAN CENTY ETF TR	29,437	$2.497M	1.4%	$60.43	—	INTL EQT ETF	025072703
HON	HONEYWELL INTL INC	10,735	$2.426M	1.4%	$173.78	+30.0%	COM	438516106
TMUS	T-MOBILE US INC	11,525	$2.421M	1.4%	$143.16	+39.9%	COM	872590104
GOOG	ALPHABET INC	8,265	$2.371M	1.3%	$134.68	+140.3%	CAP STK CL C	02079K107
KO	COCA COLA CO	30,596	$2.327M	1.3%	$54.33	+37.6%	COM	191216100
DAL	DELTA AIR LINES INC	34,454	$2.291M	1.3%	$36.44	+91.7%	COM NEW	247361702
TMO	THERMO FISHER SCIENTIFIC INC	4,591	$2.257M	1.3%	$486.35	+18.1%	COM	883556102
NEM	NEWMONT CORP	18,883	$2.044M	1.2%	$46.59	+153.6%	COM	651639106
MET	METLIFE INC	27,160	$1.921M	1.1%	$59.09	+31.0%	COM	59156R108
LLY	ELI LILLY & CO	2,087	$1.92M	1.1%	$575.10	+82.1%	COM	532457108
CRM	SALESFORCE INC	8,876	$1.657M	0.9%	$223.60	-3.5%	COM	79466L302
NEE	NEXTERA ENERGY INC	17,520	$1.627M	0.9%	$77.45	+12.5%	COM	65339F101
WFC	WELLS FARGO & CO	19,926	$1.586M	0.9%	$41.03	+119.5%	COM	949746101
NFLX	NETFLIX INC.	15,915	$1.53M	0.9%	$83.99	-0.2%	COM	64110L106
MMM	3M CO	10,356	$1.504M	0.9%	$75.54	+117.1%	COM	88579Y101
HCA	HCA HEALTHCARE INC	3,173	$1.502M	0.8%	$244.07	+104.0%	COM	40412C101
BKR	BAKER HUGHES COMPANY	24,091	$1.471M	0.8%	$36.93	+51.9%	CL A	05722G100
MCHP	MICROCHIP TECHNOLOGY INC.	22,744	$1.469M	0.8%	$74.68	+1.5%	COM	595017104
DIS	DISNEY WALT CO	14,692	$1.416M	0.8%	$87.04	+25.7%	COM	254687106
AIG	AMERICAN INTL GROUP INC	17,979	$1.353M	0.8%	$72.27	+5.6%	COM NEW	026874784
CVS	CVS HEALTH CORP	17,693	$1.271M	0.7%	$67.65	+15.3%	COM	126650100
BKNG	BOOKING HOLDINGS INC	301	$1.267M	0.7%	$4781.74	0.0%	COM	09857L108
UNH	UNITEDHEALTH GROUP INC	4,580	$1.239M	0.7%	$511.09	-39.6%	COM	91324P102
AVEM	AMERICAN CENTY ETF TR	15,357	$1.237M	0.7%	$56.39	—	AVANTIS EMGMKT	025072604
PHM	PULTE GROUP INC	9,847	$1.158M	0.7%	$123.65	+6.3%	COM	745867101
TSM	TAIWAN SEMICONDUCTOR MANUFAC	3,380	$1.142M	0.6%	$106.58	—	SPONSORED ADS	874039100
COHR	COHERENT CORP	4,785	$1.14M	0.6%	$39.18	+444.5%	COM	19247G107
ELV	ELEVANCE HEALTH INC FORMERLY	3,801	$1.113M	0.6%	$441.54	-20.4%	COM	036752103
SPY	STATE STR SPDR S&P 500 ETF T	1,711	$1.113M	0.6%	$482.98	—	TR UNIT	78462F103
COP	CONOCOPHILLIPS	8,215	$1.084M	0.6%	$102.76	-0.1%	COM	20825C104
ECL	ECOLAB INC	3,942	$1.049M	0.6%	$175.85	+62.8%	COM	278865100
AXP	AMERICAN EXPRESS CO	3,260	$986K	0.6%	$156.99	+126.9%	COM	025816109
COST	COSTCO WHOLESALE CORPORATION	974	$971K	0.5%	$573.49	+68.1%	COM	22160K105
CW	CURTISS WRIGHT CORP	1,415	$964K	0.5%	$219.02	+197.1%	COM	231561101
ATI	ATI INC	6,473	$942K	0.5%	$42.93	+206.6%	COM	01741R102
MTZ	MASTEC INC	2,910	$936K	0.5%	$71.21	+251.3%	COM	576323109
MRK	MERCK & CO INC	7,054	$849K	0.5%	$96.81	+18.1%	COM	58933Y105
MCD	MCDONALDS CORP	2,430	$755K	0.4%	$259.75	+22.1%	COM	580135101
ASML	ASML HLDG NV	535	$707K	0.4%	$759.30	—	N Y REGISTRY SHS	N07059210
MKSI	MKS INC.	2,915	$670K	0.4%	$87.19	+158.2%	COM	55306N104
CB	CHUBB LTD SWITZ	2,050	$668K	0.4%	$215.17	+47.0%	COM	H1467J104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,362	$653K	0.4%	$350.99	+40.6%	CL B NEW	084670702
MS	MORGAN STANLEY	3,804	$626K	0.4%	$74.81	+140.2%	COM NEW	617446448
FLEX	FLEXTRONICS INTL LTD	9,050	$592K	0.3%	$20.01	+219.7%	ORD	Y2573F102
LGND	LIGAND PHARMACEUTICALS INC	2,880	$575K	0.3%	$66.12	+192.1%	COM NEW	53220K504
META	META PLATFORMS INC	983	$562K	0.3%	$323.40	+102.7%	CL A	30303M102
MUFG	MITSUBISHI UFJ FINANCIAL GRO	33,020	$560K	0.3%	$8.73	—	SPONSORED ADS	606822104
CMCSA	COMCAST CORP NEW	19,305	$554K	0.3%	$39.52	-24.5%	CL A	20030N101
EVR	EVERCORE INC	1,820	$543K	0.3%	$144.89	+142.9%	CLASS A	29977A105
NVS	NOVARTIS AG	3,352	$512K	0.3%	$101.51	—	SPONSORED ADR	66987V109
LYG	LLOYDS BANKING GROUP PLC	99,725	$502K	0.3%	$2.46	—	SPONSORED ADR	539439109
CACI	CACI INTL INC	895	$487K	0.3%	$330.47	+82.5%	CL A	127190304
ROP	ROPER TECHNOLOGIES INC	1,365	$483K	0.3%	$508.04	-25.6%	COM	776696106
AX	AXOS FINANCIAL INC	5,495	$468K	0.3%	$43.34	+118.3%	COM	05465C100
IVV	ISHARES TR	715	$467K	0.3%	$624.05	—	CORE S&P500 ETF	464287200
AMP	AMERIPRISE FINL INC	1,050	$467K	0.3%	$333.50	+50.0%	COM	03076C106
TM	TOYOTA MOTOR CORP	2,240	$462K	0.3%	$183.25	—	ADS	892331307
UPS	UNITED PARCEL SVCS INC	4,668	$459K	0.3%	$134.26	-18.2%	CL B	911312106
ING	ING GROEP N.V.	17,430	$454K	0.3%	$15.02	—	SPONSORED ADR	456837103
SNX	TD SYNNEX CORPORATION	2,690	$454K	0.3%	$96.75	+62.8%	COM	87162W100
XOM	EXXON MOBIL CORP	2,633	$447K	0.3%	$97.92	+41.7%	COM	30231G102
AMG	AFFILIATED MANAGERS GROUP	1,580	$437K	0.2%	$166.84	+87.2%	COM	008252108
GSK	GSK PLC	7,845	$433K	0.2%	$37.92	—	SPONSORED ADR	37733W204
SAP	SAP SE	2,520	$431K	0.2%	$155.47	—	SPON ADR	803054204
JNJ	JOHNSON & JOHNSON	1,694	$414K	0.2%	$144.30	+57.9%	COM	478160104
SHEL	SHELL PLC	4,415	$411K	0.2%	$66.01	—	SPON ADS	780259305
NXPI	NXP SEMICONDUCTORS N V	2,055	$405K	0.2%	$194.31	+20.6%	COM	N6596X109
HALO	HALOZYME THERAPEUTICS INC	6,200	$401K	0.2%	$39.66	+85.6%	COM	40637H109
TTE	TOTALENERGIES SE	4,340	$395K	0.2%	$71.53	0.0%	ACT	F92124100
WELL	WELLTOWER INC	1,990	$393K	0.2%	$83.03	+125.2%	COM	95040Q104
QQQ	INVESCO QQQ TR	667	$385K	0.2%	$425.86	—	UNIT SER 1	46090E103
GTLS	CHART INDS INC	1,850	$382K	0.2%	$153.36	+35.0%	COM	16115Q308
ABT	ABBOTT LABORATORIES	3,656	$375K	0.2%	$96.07	+20.1%	COM	002824100
GLNG	GOLAR LNG LTD	6,935	$375K	0.2%	$23.37	+76.8%	SHS	G9456A100
SONY	SONY GROUP CORP	18,025	$373K	0.2%	$34.70	—	SPONSORED ADR	835699307
VOD	VODAFONE GROUP PLC	24,350	$366K	0.2%	$8.85	—	SPONSORED ADR	92857W308
WMS	ADVANCED DRAIN SYS INC DEL	2,600	$357K	0.2%	$118.67	+35.8%	COM	00790R104
GE	GE AEROSPACE	1,242	$352K	0.2%	$91.47	+247.9%	COM NEW	369604301
ALB	ALBEMARLE CORP	1,960	$352K	0.2%	$123.39	+38.8%	COM	012653101
VTR	VENTAS INC	4,290	$351K	0.2%	$42.16	+83.4%	COM	92276F100
PHG	KONINKLIJKE PHILIPS N V	12,787	$350K	0.2%	$23.91	—	NY REGIS SHS NEW	500472303
AMAT	APPLIED MATLS INC	998	$341K	0.2%	$144.16	+126.5%	COM	038222105
UL	UNILEVER PLC	5,930	$338K	0.2%	$56.97	—	SPON ADR NEW	904767803
BUD	ANHEUSER BUSCH INBEV SA NV	4,850	$336K	0.2%	$62.85	—	SPONSORED ADR	03524A108
IRM	IRON MTN INC DEL	3,285	$336K	0.2%	$58.41	+42.5%	COM	46284V101
PFGC	PERFORMANCE FOOD GROUP CO	3,876	$332K	0.2%	$63.03	+49.2%	COM	71377A103
DLR	DIGITAL RLTY TR INC	1,840	$332K	0.2%	$120.61	+28.5%	COM	253868103
EQIX	EQUINIX INC	335	$328K	0.2%	$736.39	+3.8%	COM	29444U700
SNY	SANOFI SA	6,790	$327K	0.2%	$49.52	—	SPONSORED ADR	80105N105
RF	REGIONS FINANCIAL CORP NEW	12,296	$321K	0.2%	$15.05	+92.7%	COM	7591EP100
NBIX	NEUROCRINE BIOSCIENCES INC	2,430	$320K	0.2%	$115.06	+16.7%	COM	64125C109
FNB	F N B CORP	19,140	$320K	0.2%	$11.21	+58.9%	COM	302520101
AXS	AXIS CAP HLDGS LTD	3,145	$319K	0.2%	$71.79	+43.7%	SHS	G0692U109
BYD	BOYD GAMING CORP	3,880	$319K	0.2%	$59.92	+42.1%	COM	103304101
KT	KT CORP	14,725	$316K	0.2%	$18.26	—	SPONSORED ADR	48268K101
PG	PROCTER & GAMBLE CO	2,168	$313K	0.2%	$140.61	+7.9%	COM	742718109
PLD	PROLOGIS INC.	2,350	$311K	0.2%	$105.68	+22.1%	COM	74340W103
SPG	SIMON PPTY GROUP INC NEW	1,665	$311K	0.2%	$109.25	+68.4%	COM	828806109
CVX	CHEVRON CORPORATION	1,487	$308K	0.2%	$140.13	+22.6%	COM	166764100
NXST	NEXSTAR MEDIA GROUP INC	1,660	$300K	0.2%	$136.84	+59.5%	COMMON STOCK	65336K103
WTRG	ESSENTIAL UTILS INC	7,235	$291K	0.2%	$37.94	+2.2%	COM	29670G102
PEP	PEPSICO INC	1,872	$291K	0.2%	$153.75	+0.6%	COM	713448108
MTDR	MATADOR RES CO	4,520	$286K	0.2%	$47.42	-4.3%	COM	576485205
IWF	ISHARES TR	666	$284K	0.2%	$303.17	—	RUS 1000 GRW ETF	464287614
TGT	TARGET CORP	2,303	$279K	0.2%	$113.03	-3.4%	COM	87612E106
ICUI	ICU MED INC	2,135	$276K	0.2%	$127.28	+18.6%	COM	44930G107
UNP	UNION PAC CORP	1,118	$271K	0.2%	$209.24	+16.3%	COM	907818108
CWST	CASELLA WASTE SYS INC	3,415	$271K	0.2%	$83.14	+22.3%	CL A	147448104
GEV	GE VERNOVA INC	309	$270K	0.2%	$158.10	+366.1%	COM	36828A101
FR	FIRST INDL RLTY TR INC	4,620	$267K	0.2%	$52.54	—	COM	32054K103
FROG	JFROG LTD	5,645	$265K	0.1%	$45.70	+15.9%	ORD SHS	M6191J100
ASO	ACADEMY SPORTS & OUTDOORS IN	4,625	$261K	0.1%	$48.63	+17.9%	COM	00402L107
REG	REGENCY CTRS CORP	3,450	$261K	0.1%	$57.16	+18.9%	COM	758849103
CSCO	CISCO SYS INC	3,295	$256K	0.1%	$47.98	+62.4%	COM	17275R102
CAT	CATERPILLAR INC	359	$254K	0.1%	$335.50	+104.0%	COM	149123101
HMC	HONDA MOTOR CO LTD	10,370	$252K	0.1%	$30.60	—	ADR ECH CNV IN 3	438128308
HAE	HAEMONETICS CORP MASS	4,450	$251K	0.1%	$61.99	+10.0%	COM	405024100
IBM	INTERNATIONAL BUSINESS MACHS	1,032	$250K	0.1%	$141.50	+100.7%	COM	459200101
AXTA	AXALTA COATING SYS LTD	9,005	$249K	0.1%	$29.96	+12.4%	COM	G0750C108
EPRT	ESSENTIAL PPTYS RLTY TR INC	8,200	$249K	0.1%	$25.70	—	COM	29670E107
TRMB	TRIMBLE INC	3,800	$248K	0.1%	$47.69	+48.9%	COM	896239100
O	REALTY INCOME CORP	4,035	$247K	0.1%	$47.71	+20.1%	COM	756109104
BNL	BROADSTONE NET LEASE INC	13,500	$247K	0.1%	$15.73	—	COM	11135E203
ACIW	ACI WORLDWIDE INC	5,985	$245K	0.1%	$38.31	+11.9%	COM	004498101
HST	HOST HOTELS & RESORTS INC	12,705	$243K	0.1%	$15.10	+20.3%	COM	44107P104
ADUS	ADDUS HOMECARE CORP	2,585	$242K	0.1%	$90.84	+20.3%	COM	006739106
AMRC	AMERESCO INC	9,315	$238K	0.1%	$23.71	+34.0%	CL A	02361E108
EXR	EXTRA SPACE STORAGE INC	1,796	$236K	0.1%	$122.54	+6.9%	COM	30225T102
PUK	PRUDENTIAL PLC	8,245	$234K	0.1%	$23.36	—	ADR	74435K204
LPRO	OPEN LENDING CORP	186,000	$233K	0.1%	$6.73	-74.4%	COM	68373J104
VICI	VICI PPTYS INC	8,251	$225K	0.1%	$26.01	+8.2%	COM	925652109
SUI	SUN CMNTYS INC	1,775	$224K	0.1%	$132.39	—	COM	866674104
PLNT	PLANET FITNESS MASTER ISSUER	2,975	$221K	0.1%	$66.28	+42.8%	CL A	72703H101
CXT	CRANE NXT CO	5,450	$221K	0.1%	$53.01	-3.0%	COM	224441105
BK	BANK NEW YORK MELLON CORP	1,855	$220K	0.1%	$43.67	+175.1%	COM	064058100
CWK	CUSHMAN AND WAKEFIELD LTD	17,910	$220K	0.1%	$15.48	0.0%	COMMON SHARES	G2717C106
DBRG	DIGITALBRIDGE GROUP INC	14,150	$218K	0.1%	$15.67	-1.8%	CL A NEW	25401T603
AMT	AMERICAN TOWER CORP	1,235	$213K	0.1%	$178.09	-1.8%	COM	03027X100
LIN	LINDE PLC	426	$211K	0.1%	$383.62	+19.9%	SHS	G54950103
NXT	NEXTPOWER INC	1,741	$210K	0.1%	$53.20	+104.5%	CLASS A COM	65290E101
CHDN	CHURCHILL DOWNS INC	2,297	$206K	0.1%	$115.58	-13.6%	COM	171484108
RITM	RITHM CAPITAL CORP	21,625	$205K	0.1%	$10.68	—	COM NEW	64828T201
ETN	EATON CORP PLC	573	$205K	0.1%	$215.55	+64.1%	SHS	G29183103
FRPT	FRESHPET INC	3,450	$203K	0.1%	$69.18	+0.0%	COM	358039105
WY	WEYERHAEUSER CO	8,125	$198K	0.1%	$24.86	-4.3%	COM NEW	962166104
AVB	AVALONBAY CMNTYS INC	1,210	$198K	0.1%	$163.42	+10.4%	COM	053484101
STWD	STARWOOD PPTY TR INC	11,455	$197K	0.1%	$20.45	—	COM	85571B105
MAA	MID-AMER APT CMNTYS INC	1,610	$197K	0.1%	$119.54	+16.4%	COM	59522J103
NVDA	NVIDIA CORPORATION	1,120	$195K	0.1%	$118.70	+57.2%	COM	67066G104
PSA	PUBLIC STORAGE OPER CO	715	$194K	0.1%	$255.96	+1.0%	COM	74460D109
KIM	KIMCO REALTY CORP	8,615	$194K	0.1%	$17.37	+15.5%	COM	49446R109
IWM	ISHARES TR	735	$182K	0.1%	$206.64	—	RUSSELL 2000 ETF	464287655
URI	UNITED RENTALS INC	246	$179K	0.1%	$462.72	+90.8%	COM	911363109
BWIN	THE BALDWIN INSURANCE GRP IN	8,070	$177K	0.1%	$30.22	-28.4%	COM CL A	05589G102
CUZ	COUSINS PPTYS INC	7,830	$177K	0.1%	$24.40	—	COM NEW	222795502
UDR	UDR INC	5,205	$176K	0.1%	$34.13	+7.5%	COM	902653104
DHR	DANAHER CORP DEL	925	$175K	0.1%	$210.35	+6.8%	COM	235851102
BXP	BXP INC	3,375	$175K	0.1%	$54.01	+25.6%	COM	101121101
DE	DEERE & CO	310	$175K	0.1%	$365.14	+51.0%	COM	244199105
ESS	ESSEX PPTY TR INC	695	$168K	0.1%	$271.83	-5.5%	COM	297178105
WMB	WILLIAMS COS INC	2,191	$159K	0.1%	$32.16	+106.3%	COM	969457100
IWR	ISHARES TR	1,635	$159K	0.1%	$85.99	—	RUS MID CAP ETF	464287499
SOLV	SOLVENTUM CORP	2,347	$153K	0.1%	$60.70	+29.1%	COM SHS	83444M101
DOC	HEALTHPEAK PROPERTIES INC	9,270	$152K	0.1%	$16.34	-0.9%	COM	42250P103
PWR	QUANTA SVCS INC	266	$146K	0.1%	$184.24	+163.9%	COM	74762E102
ABBV	ABBVIE INC	668	$145K	0.1%	$135.72	+64.0%	COM	00287Y109
AVNT	AVIENT CORPORATION	3,995	$145K	0.1%	$33.68	+11.9%	COM	05368V106
WAY	WAYSTAR HLDG CORP	5,930	$143K	0.1%	$37.06	-25.8%	COM	946784105
AMH	AMERICAN HOMES 4 RENT	5,095	$142K	0.1%	$35.38	—	CL A	02665T306
DG	DOLLAR GEN CORP	1,050	$125K	0.1%	$111.06	+33.0%	COM	256677105
SBAC	SBA COMMUNICATIONS CORP	715	$123K	0.1%	$209.88	-8.3%	CL A	78410G104
INVH	INVITATION HOMES INC	4,830	$120K	0.1%	$29.47	-5.9%	COM	46187W107
LOW	LOWES COS INC	477	$113K	0.1%	$194.73	+39.4%	COM	548661107
CI	THE CIGNA GROUP	401	$107K	0.1%	$280.77	-0.0%	COM	125523100
QCOM	QUALCOMM INC	800	$103K	0.1%	$118.34	+30.1%	COM	747525103
PLXS	PLEXUS CORP	500	$101K	0.1%	$100.42	+85.3%	COM	729132100
CLFD	CLEARFIELD INC	3,750	$99,263	0.1%	$26.66	+17.2%	COM	18482P103
ED	CONSOLIDATED EDISON INC	867	$98,127	0.1%	$83.05	+26.9%	COM	209115104
SE	SEA LTD	1,180	$97,716	0.1%	$135.62	—	SPONSORD ADS	81141R100
EFA	ISHARES TR	1,000	$97,130	0.1%	$75.48	—	MSCI EAFE ETF	464287465
IJH	ISHARES TR	1,424	$96,163	0.1%	$92.70	—	CORE S&P MCP ETF	464287507
COLD	AMERICOLD REALTY TRUST INC	8,275	$94,832	0.1%	$19.00	—	COM	03064D108
KBR	KBR INC	2,527	$93,145	0.1%	$59.86	-28.6%	COM	48242W106
TXN	TEXAS INSTRS INC	450	$87,363	0.0%	$145.50	+41.8%	COM	882508104
BX	BLACKSTONE INC	750	$86,243	0.0%	$102.08	+38.0%	COM	09260D107
CL	COLGATE PALMOLIVE CO	1,000	$85,230	0.0%	$71.73	+23.7%	COM	194162103
MDT	MEDTRONIC PLC	975	$84,484	0.0%	$71.45	+39.3%	SHS	G5960L103
NUE	NUCOR CORP	490	$82,859	0.0%	$153.29	+16.4%	COM	670346105
ARE	ALEXANDRIA REAL ESTATE EQ IN	1,675	$77,754	0.0%	$56.89	-13.9%	COM	015271109
YUM	YUM BRANDS INC	463	$71,987	0.0%	$119.71	+31.5%	COM	988498101
PGNY	PROGYNY INC	4,210	$71,486	0.0%	$23.24	+1.8%	COM	74340E103
ICE	INTERCONTINENTAL EXCHANGE IN	450	$70,776	0.0%	$110.43	+49.4%	COM	45866F104
USB	US BANCORP	1,312	$68,237	0.0%	$33.10	+71.1%	COM NEW	902973304
ELF	E L F BEAUTY INC	1,050	$63,641	0.0%	$118.17	-27.5%	COM	26856L103
GD	GENERAL DYNAMICS CORP	184	$63,152	0.0%	$234.24	+51.3%	COM	369550108
HIG	HARTFORD INSURANCE GROUP INC	450	$60,854	0.0%	$72.47	+88.7%	COM	416515104
SDY	SPDR SERIES TRUST	414	$60,419	0.0%	$124.97	—	STATE STREET SPD	78464A763
JEPI	J P MORGAN EXCHANGE TRADED F	1,000	$56,680	0.0%	$56.85	—	EQUITY PREMIUM	46641Q332
IEMG	ISHARES INC	800	$55,800	0.0%	$67.22	—	CORE MSCI EMKT	46434G103
PANW	PALO ALTO NETWORKS INC	348	$55,791	0.0%	$161.31	+6.7%	COM	697435105
VXUS	VANGUARD STAR FDS	700	$53,977	0.0%	$57.96	—	VG TL INTL STK F	921909768
ETR	ENTERGY CORP NEW	446	$50,113	0.0%	$63.28	+53.9%	COM	29364G103
PRF	INVESCO EXCHANGE TRADED FD T	1,000	$47,530	0.0%	$35.20	—	RAFI US 1000 ETF	46137V613
BSX	BOSTON SCIENTIFIC CORP	746	$46,812	0.0%	$53.38	+60.8%	COM	101137107
ADI	ANALOG DEVICES INC	146	$46,448	0.0%	$172.22	+83.6%	COM	032654105
ATO	ATMOS ENERGY CORP	250	$46,180	0.0%	$106.01	+61.8%	COM	049560105
SLB	SLB LIMITED	892	$45,840	0.0%	$51.21	-5.7%	COM STK	806857108
SM	SM ENERGY COMPANY	1,435	$44,743	0.0%	$37.55	-47.0%	COM	78454L100
INTC	INTEL CORP	1,000	$44,130	0.0%	$40.04	+15.9%	COM	458140100
PLTR	PALANTIR TECHNOLOGIES INC	300	$43,884	0.0%	$154.17	0.0%	CL A	69608A108
GLW	CORNING INC	321	$43,646	0.0%	$27.12	+311.7%	COM	219350105
SO	SOUTHERN CO	450	$43,434	0.0%	$63.75	+40.4%	COM	842587107
IDEV	ISHARES TR	517	$43,206	0.0%	$82.48	—	CORE MSCI INTL	46435G326
IEFA	ISHARES TR	468	$42,368	0.0%	$89.46	—	CORE MSCI EAFE	46432F842
STZ	CONSTELLATION BRANDS INC	250	$37,500	0.0%	$227.93	-31.6%	CL A	21036P108
APD	AIR PRODUCTS AND CHEMICALS I	128	$37,183	0.0%	$259.21	+4.7%	COM	009158106
MGNI	MAGNITE INC	3,110	$36,947	0.0%	$23.61	-41.5%	COM	55955D100
EA	ELECTRONIC ARTS INC	175	$35,677	0.0%	$130.73	+54.9%	COM	285512109
MPC	MARATHON PETE CORP	137	$33,453	0.0%	$141.98	+30.1%	COM	56585A102
HXL	HEXCEL CORP NEW	400	$32,372	0.0%	$67.59	+24.9%	COM	428291108
IQLT	ISHARES TR	686	$31,714	0.0%	$45.45	—	MSCI INTL QUALTY	46434V456
KLAC	KLA CORP	21	$30,921	0.0%	$510.90	+186.2%	COM NEW	482480100
MU	MICRON TECHNOLOGY INC	87	$29,392	0.0%	$73.62	+425.7%	COM	595112103
IYR	ISHARES TR	300	$28,368	0.0%	$91.41	—	U.S. REAL ES ETF	464287739
TJX	TJX COS INC NEW	177	$28,267	0.0%	$87.27	+76.7%	COM	872540109
PFE	PFIZER INC	1,000	$28,080	0.0%	$26.40	-0.8%	COM	717081103
INTU	INTUIT	62	$26,808	0.0%	$544.67	-8.6%	COM	461202103
IJR	ISHARES TR	209	$25,981	0.0%	$120.18	—	CORE S&P SCP ETF	464287804
TPR	TAPESTRY INC	178	$25,118	0.0%	$29.19	+378.1%	COM	876030107
CR	CRANE COMPANY	138	$23,598	0.0%	$99.57	+99.1%	COMMON STOCK	224408104
VLTO	VERALTO CORP	258	$22,812	0.0%	$73.75	+32.2%	COM SHS	92338C103
LPLA	LPL FINL HLDGS INC	75	$22,562	0.0%	$230.49	+54.9%	COM	50212V100
GIS	GENERAL MILLS INC	588	$21,885	0.0%	$59.53	-23.6%	COM	370334104
ROST	ROSS STORES INC	100	$21,663	0.0%	$121.76	+58.0%	COM	778296103
AMD	ADVANCED MICRO DEVICES INC	104	$21,157	0.0%	$117.86	+88.1%	COM	007903107
GS	GOLDMAN SACHS GROUP INC	25	$21,150	0.0%	$317.74	+193.5%	COM	38141G104
AWK	AMERICAN WTR WKS CO INC NEW	150	$20,414	0.0%	$120.02	+7.4%	COM	030420103
BMY	BRISTOL-MYERS SQUIBB CO	330	$20,015	0.0%	$46.92	+22.4%	COM	110122108
SOLS	SOLSTICE ADVANCED MATLS INC	250	$19,040	0.0%	$65.21	0.0%	COM SHS	83443Q103
MA	MASTERCARD INCORPORATED	38	$18,987	0.0%	$397.11	+35.7%	CL A	57636Q104
DIA	STATE STR SPDR DOW JONES IND	40	$18,528	0.0%	$376.87	—	UT SER 1	78467X109
FANG	DIAMONDBACK ENERGY INC	93	$18,394	0.0%	$144.29	+10.8%	COM	25278X109
DGRW	WISDOMTREE TR	200	$17,568	0.0%	$89.43	—	US QTLY DIV GRT	97717X669
CARR	CARRIER GLOBAL CORPORATION	300	$16,893	0.0%	$51.55	+15.7%	COM	14448C104
SYK	STRYKER CORPORATION	50	$16,430	0.0%	$274.84	+32.7%	COM	863667101
SNPS	SYNOPSYS INC	41	$16,256	0.0%	$511.34	-7.8%	COM	871607107
ALL	ALLSTATE CORP	78	$16,173	0.0%	$124.75	+62.7%	COM	020002101
AVLV	AMERICAN CENTY ETF TR	200	$16,122	0.0%	$75.77	—	US LARGE CAP VLU	025072349
LHX	L3HARRIS TECHNOLOGIES INC	43	$14,841	0.0%	$179.88	+90.8%	COM	502431109
VLO	VALERO ENERGY CORP	60	$14,825	0.0%	$119.35	+59.2%	COM	91913Y100
CTVA	CORTEVA INC	176	$14,733	0.0%	$46.55	+56.3%	COM	22052L104
CMI	CUMMINS INC	26	$13,989	0.0%	$216.82	+165.4%	COM	231021106
BPOP	POPULAR INC	104	$13,954	0.0%	$66.61	+103.0%	COM NEW	733174700
ORLY	OREILLY AUTOMOTIVE INC	150	$13,847	0.0%	$89.31	+6.3%	COM	67103H107
TMHC	TAYLOR MORRISON HOME CORP	237	$13,803	0.0%	$44.70	+43.0%	COM	87724P106
BIIB	BIOGEN INC	75	$13,750	0.0%	$245.62	-25.4%	COM	09062X103
ARES	ARES MANAGEMENT CORPORATION	125	$13,638	0.0%	$102.46	+45.0%	CL A COM STK	03990B101
PH	PARKER-HANNIFIN CORP	15	$13,429	0.0%	$407.15	+135.2%	COM	701094104
IBKR	INTERACTIVE BROKERS GROUP IN	200	$13,414	0.0%	$40.51	+81.7%	COM CL A	45841N107
RS	RELIANCE INC	44	$13,372	0.0%	$265.53	+23.1%	COM	759509102
CDNS	CADENCE DESIGN SYSTEM INC	48	$13,338	0.0%	$257.66	+17.7%	COM	127387108
AIZ	ASSURANT INC	60	$13,069	0.0%	$153.72	+51.0%	COM	04621X108
AFL	AFLAC INC	118	$12,946	0.0%	$76.99	+44.4%	COM	001055102
COR	CENCORA INC	41	$12,880	0.0%	$191.75	+84.2%	COM	03073E105
KMI	KINDER MORGAN INC DEL	384	$12,876	0.0%	$15.34	+93.9%	COM	49456B101
D	DOMINION ENERGY INC	200	$12,364	0.0%	$40.17	+53.4%	COM	25746U109
NOC	NORTHROP GRUMMAN CORP	18	$12,280	0.0%	$452.04	+49.0%	COM	666807102
PNC	PNC FINL SVCS GROUP INC	59	$12,277	0.0%	$119.93	+87.5%	COM	693475105
MRVL	MARVELL TECHNOLOGY INC	123	$12,183	0.0%	$53.61	+51.2%	COM	573874104
MPWR	MONOLITHIC PWR SYS INC	11	$12,027	0.0%	$513.84	+115.0%	COM	609839105
PM	PHILIP MORRIS INTL INC	72	$11,904	0.0%	$83.71	+110.1%	COM	718172109
T	AT&T INC	410	$11,886	0.0%	$14.21	+81.1%	COM	00206R102
RCL	ROYAL CARIBBEAN GROUP	43	$11,833	0.0%	$100.17	+208.3%	COM	V7780T103
FTV	FORTIVE CORP	213	$11,775	0.0%	$52.24	+7.5%	COM	34959J108
OTIS	OTIS WORLDWIDE CORP	150	$11,562	0.0%	$80.24	+11.6%	COM	68902V107
BAX	BAXTER INTL INC	674	$11,323	0.0%	$33.60	-39.1%	COM	071813109
JCI	JOHNSON CONTROLS INTERNATION	85	$11,131	0.0%	$50.71	+148.6%	SHS	G51502105
LEN	LENNAR CORP	123	$10,681	0.0%	$116.88	-2.1%	CL A	526057104
DOV	DOVER CORP	50	$10,423	0.0%	$136.69	+57.0%	COM	260003108
HD	HOME DEPOT INC	31	$10,196	0.0%	$293.72	+28.3%	COM	437076102
VZ	VERIZON COMMUNICATIONS INC	198	$9,940	0.0%	$31.00	+41.4%	COM	92343V104
VOYA	VOYA FINANCIAL INC	145	$9,906	0.0%	$66.16	+13.9%	COM	929089100
EOG	EOG RES INC	67	$9,686	0.0%	$115.58	-3.0%	COM	26875P101
VRTX	VERTEX PHARMACEUTICALS INC	21	$9,377	0.0%	$369.42	+26.6%	COM	92532F100
L	LOEWS CORP	85	$9,073	0.0%	$66.05	+61.2%	COM	540424108
EQT	EQT CORP	141	$8,973	0.0%	$39.30	+40.6%	COM	26884L109
RRX	REGAL REXNORD CORPORATION	47	$8,801	0.0%	$126.16	+43.5%	COM	758750103
ACN	ACCENTURE PLC IRELAND	44	$8,725	0.0%	$312.68	-19.0%	SHS CLASS A	G1151C101
TEL	TE CONNECTIVITY PLC	41	$8,570	0.0%	$146.82	+56.5%	ORD SHS	G87052109
R	RYDER SYS INC	41	$8,393	0.0%	$105.16	+93.1%	COM	783549108
COF	CAPITAL ONE FINL CORP	46	$8,392	0.0%	$104.53	+113.6%	COM	14040H105
ITT	ITT INC	44	$8,383	0.0%	$105.13	+81.2%	COM	45073V108
CTRA	COTERRA ENERGY INC	232	$8,152	0.0%	$24.95	+13.5%	COM	127097103
RBC	RBC BEARINGS INC	15	$8,147	0.0%	$245.22	+111.1%	COM	75524B104
TKR	TIMKEN CO	77	$7,744	0.0%	$73.57	+33.8%	COM	887389104
MDLZ	MONDELEZ INTL INC	134	$7,724	0.0%	$64.31	-9.6%	CL A	609207105
HAL	HALLIBURTON CO	197	$7,681	0.0%	$36.44	-8.0%	COM	406216101
DEO	DIAGEO PLC	100	$7,445	0.0%	$145.66	—	SPON ADR NEW	25243Q205
AJG	GALLAGHER ARTHUR J & CO	34	$7,364	0.0%	$232.39	+3.5%	COM	363576109
DECK	DECKERS OUTDOOR CORP	72	$7,206	0.0%	$144.07	-24.0%	COM	243537107
NTNX	NUTANIX INC	187	$7,108	0.0%	$40.47	+7.9%	CL A	67059N108
BLD	TOPBUILD COR	20	$7,026	0.0%	$286.36	+71.8%	COM	89055F103
BBY	BEST BUY INC	107	$6,869	0.0%	$63.45	+5.5%	COM	086516101
XPO	XPO INC	35	$6,809	0.0%	$81.49	+109.1%	COM	983793100
AXON	AXON ENTERPRISE INC	16	$6,795	0.0%	$225.35	+133.8%	COM	05464C101
FSLR	FIRST SOLAR INC	34	$6,707	0.0%	$152.94	+55.0%	COM	336433107
PATK	PATRICK INDS INC	60	$6,664	0.0%	$64.39	+100.7%	COM	703343103
STE	STERIS PLC	30	$6,634	0.0%	$207.61	+23.0%	SHS USD	G8473T100
NSC	NORFOLK SOUTHN CORP	23	$6,601	0.0%	$200.12	+49.0%	COM	655844108
MLM	MARTIN MARIETTA MATLS INC	11	$6,475	0.0%	$445.31	+48.4%	COM	573284106
DD	DUPONT DE NEMOURS INC	135	$6,183	0.0%	$29.01	+58.9%	COM	26614N102
GMED	GLOBUS MED INC	70	$6,031	0.0%	$48.74	+86.9%	CL A	379577208
DGX	QUEST DIAGNOSTICS INC	30	$5,879	0.0%	$126.28	+50.9%	COM	74834L100
A	AGILENT TECHNOLOGIES INC	50	$5,699	0.0%	$117.22	+15.0%	COM	00846U101
GAP	GAP INC	233	$5,639	0.0%	$15.11	+81.7%	COM	364760108
LH	LABCORP HOLDINGS INC	20	$5,336	0.0%	$216.29	+25.3%	COM SHS	504922105
ALNY	ALNYLAM PHARMACEUTICALS INC	16	$5,294	0.0%	$170.34	+107.4%	COM	02043Q107
AVAV	AEROVIRONMENT INC	27	$4,942	0.0%	$122.31	+142.4%	COM	008073108
CROX	CROCS INC	55	$4,566	0.0%	$92.32	-4.5%	COM	227046109
H	HYATT HOTELS CORP	31	$4,457	0.0%	$112.41	+46.4%	COM CL A	448579102
J	JACOBS SOLUTIONS INC	32	$4,073	0.0%	$106.89	+29.6%	COM	46982L108
SLM	SLM CORP	190	$4,068	0.0%	$15.10	+71.2%	COM	78442P106
LAD	LITHIA MTRS INC	15	$3,746	0.0%	$274.37	+17.3%	COM	536797103
NOW	SERVICENOW INC	35	$3,659	0.0%	$162.44	-25.4%	COM	81762P102
RGTI	RIGETTI COMPUTING INC	250	$3,510	0.0%	$11.09	+84.5%	COMMON STOCK	76655K103
EVH	EVOLENT HEALTH INC	1,500	$3,420	0.0%	$22.11	-84.8%	CL A	30050B101
EMN	EASTMAN CHEM CO	43	$3,282	0.0%	$73.14	-0.5%	COM	277432100
Q	QNITY ELECTRONICS INC	21	$2,423	0.0%	$101.21	0.0%	COMMON STOCK	74743L100
HPE	HEWLETT PACKARD ENTERPRISE C	100	$2,381	0.0%	$15.35	+43.7%	COM	42824C109
HPQ	HP INC	100	$1,921	0.0%	$25.76	-23.3%	COM	40434L105
RAL	RALLIANT CORP	44	$1,830	0.0%	$44.46	+10.6%	COM	750940108
QNTM	QUANTUM BIOPHARMA LTD	250	$1,208	0.0%	$5.75	-9.1%	CL B SUB VTG SHS	74764Y205
MICC	MAGNUM ICE CREAM CO NV	49	$733	0.0%	$16.81	0.0%	ORD SHS	N5505D105
CHTR	CHARTER COMMUNICATIONS INC	3	$648	0.0%	$407.77	-47.6%	CL A	16119P108