Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLW	CORNING INC	10,729	$2.741M	0.5%	$255.43	—	COM	219350105
HON	HONEYWELL INTL INC	12,148	$2.72M	0.5%	$223.91	—	COM	438516205
HONA	HONEYWELL AEROSPACE INC	12,141	$2.684M	0.5%	$221.09	—	COM	43849R105
VMI	VALMONT INDS INC	400	$231K	0.0%	$577.60	—	COM	920253101
MS	MORGAN STANLEY	1,040	$217K	0.0%	$209.04	—	COM NEW	617446448

Increased Positions (27)

GOOG ALPHABET INC 3.7%

Value $18.89M (+28.3%) Shares 53,471 (+4.1%) Est. Cost $133.28 Unrealized —

GEV GE VERNOVA INC 1.6%

Value $8.185M (+48.1%) Shares 6,967 (+10.0%) Est. Cost $566.49 Unrealized —

KLAC KLA CORP 1.0%

Value $5.204M (+101.4%) Shares 17,250 (+882.9%) Est. Cost $287.45 Unrealized —

MU MICRON TECHNOLOGY INC 0.6%

Value $3.197M (+421.4%) Shares 2,770 (+52.6%) Est. Cost $459.04 Unrealized —

AMZN AMAZON COM INC 3.2%

Value $16.58M (+16.5%) Shares 69,548 (+1.8%) Est. Cost $127.55 Unrealized —

POWL POWELL INDS INC 0.9%

Value $4.39M (+58.8%) Shares 15,330 (+200.0%) Est. Cost $260.09 Unrealized —

APH AMPHENOL CORP 0.6%

Value $3.268M (+85.4%) Shares 18,534 (+32.9%) Est. Cost $121.11 Unrealized —

ETN EATON CORP PLC 0.8%

Value $4.128M (+27.7%) Shares 9,687 (+7.1%) Est. Cost $319.97 Unrealized —

PWR QUANTA SVCS INC 0.6%

Value $3.108M (+38.9%) Shares 4,317 (+5.9%) Est. Cost $320.06 Unrealized —

JNJ JOHNSON & JOHNSON 1.7%

Value $8.773M (+9.8%) Shares 34,542 (+5.6%) Est. Cost $84.68 Unrealized —

PEP PEPSICO INC 1.2%

Value $6.33M (-10.4%) Shares 46,747 (+2.7%) Est. Cost $72.49 Unrealized —

GOOGL ALPHABET INC 0.5%

Value $2.767M (+25.9%) Shares 7,742 (+1.3%) Est. Cost $153.80 Unrealized —

LIN LINDE PLC 1.2%

Value $5.996M (+7.8%) Shares 11,554 (+2.9%) Est. Cost $338.15 Unrealized —

VRT VERTIV HOLDINGS CO 0.1%

Value $663K (+85.7%) Shares 1,980 (+38.9%) Est. Cost $218.78 Unrealized —

ABT ABBOTT LABORATORIES 0.5%

Value $2.499M (-7.1%) Shares 27,536 (+5.1%) Est. Cost $53.16 Unrealized —

HUBB HUBBELL INC 0.3%

Value $1.476M (+13.7%) Shares 2,821 (+6.7%) Est. Cost $398.78 Unrealized —

MRK MERCK & CO INC 0.4%

Value $2.221M (+7.9%) Shares 17,282 (+1.0%) Est. Cost $67.74 Unrealized —

AMGN AMGEN INC 0.3%

Value $1.768M (+9.9%) Shares 4,881 (+6.8%) Est. Cost $210.25 Unrealized —

AEM AGNICO EAGLE MINES LTD 0.1%

Value $653K (+28.7%) Shares 4,210 (+68.4%) Est. Cost $185.35 Unrealized —

ITA ISHARES TR 0.2%

Value $943K (+17.0%) Shares 3,888 (+5.6%) Est. Cost $118.53 Unrealized —

META META PLATFORMS INC 1.6%

Value $8.314M (+1.3%) Shares 14,760 (+2.9%) Est. Cost $526.25 Unrealized —

RTX RTX CORPORATION 1.2%

Value $6.051M (+1.7%) Shares 31,895 (+3.4%) Est. Cost $70.19 Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 0.3%

Value $1.464M (+3.1%) Shares 2,920 (+1.0%) Est. Cost $207.54 Unrealized —

KO COCA COLA CO 0.0%

Value $255K (+8.6%) Shares 3,140 (+1.6%) Est. Cost $74.86 Unrealized —

DUK DUKE ENERGY CORP NEW 0.1%

Value $268K (+4.6%) Shares 2,118 (+8.2%) Est. Cost $84.08 Unrealized —

BDX BECTON DICKINSON & CO 0.1%

Value $770K (-1.1%) Shares 5,090 (+2.7%) Est. Cost $156.32 Unrealized —

SYK STRYKER CORPORATION 0.1%

Value $336K (-1.9%) Shares 1,068 (+2.4%) Est. Cost $362.56 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	53,471 (+4.1%)	$18.89M (+28.3%)	3.7%	$133.28	—	CAP STK CL C	02079K107
GEV	GE VERNOVA INC	6,967 (+10.0%)	$8.185M (+48.1%)	1.6%	$566.49	—	COM	36828A101
KLAC	KLA CORP	17,250 (+882.9%)	$5.204M (+101.4%)	1.0%	$287.45	—	COM NEW	482480100
MU	MICRON TECHNOLOGY INC	2,770 (+52.6%)	$3.197M (+421.4%)	0.6%	$459.04	—	COM	595112103
AMZN	AMAZON COM INC	69,548 (+1.8%)	$16.58M (+16.5%)	3.2%	$127.55	—	COM	023135106
POWL	POWELL INDS INC	15,330 (+200.0%)	$4.39M (+58.8%)	0.9%	$260.09	—	COM	739128106
APH	AMPHENOL CORP	18,534 (+32.9%)	$3.268M (+85.4%)	0.6%	$121.11	—	CL A	032095101
ETN	EATON CORP PLC	9,687 (+7.1%)	$4.128M (+27.7%)	0.8%	$319.97	—	SHS	G29183103
PWR	QUANTA SVCS INC	4,317 (+5.9%)	$3.108M (+38.9%)	0.6%	$320.06	—	COM	74762E102
JNJ	JOHNSON & JOHNSON	34,542 (+5.6%)	$8.773M (+9.8%)	1.7%	$84.68	—	COM	478160104
PEP	PEPSICO INC	46,747 (+2.7%)	$6.33M (-10.4%)	1.2%	$72.49	—	COM	713448108
GOOGL	ALPHABET INC	7,742 (+1.3%)	$2.767M (+25.9%)	0.5%	$153.80	—	CAP STK CL A	02079K305
LIN	LINDE PLC	11,554 (+2.9%)	$5.996M (+7.8%)	1.2%	$338.15	—	SHS	G54950103
VRT	VERTIV HOLDINGS CO	1,980 (+38.9%)	$663K (+85.7%)	0.1%	$218.78	—	COM CL A	92537N108
ABT	ABBOTT LABORATORIES	27,536 (+5.1%)	$2.499M (-7.1%)	0.5%	$53.16	—	COM	002824100
HUBB	HUBBELL INC	2,821 (+6.7%)	$1.476M (+13.7%)	0.3%	$398.78	—	COM	443510607
MRK	MERCK & CO INC	17,282 (+1.0%)	$2.221M (+7.9%)	0.4%	$67.74	—	COM	58933Y105
AMGN	AMGEN INC	4,881 (+6.8%)	$1.768M (+9.9%)	0.3%	$210.25	—	COM	031162100
AEM	AGNICO EAGLE MINES LTD	4,210 (+68.4%)	$653K (+28.7%)	0.1%	$185.35	—	COM	008474108
ITA	ISHARES TR	3,888 (+5.6%)	$943K (+17.0%)	0.2%	$118.53	—	US AER DEF ETF	464288760
META	META PLATFORMS INC	14,760 (+2.9%)	$8.314M (+1.3%)	1.6%	$526.25	—	CL A	30303M102
RTX	RTX CORPORATION	31,895 (+3.4%)	$6.051M (+1.7%)	1.2%	$70.19	—	COM	75513E101
TMO	THERMO FISHER SCIENTIFIC INC	2,920 (+1.0%)	$1.464M (+3.1%)	0.3%	$207.54	—	COM	883556102
KO	COCA COLA CO	3,140 (+1.6%)	$255K (+8.6%)	0.0%	$74.86	—	COM	191216100
DUK	DUKE ENERGY CORP NEW	2,118 (+8.2%)	$268K (+4.6%)	0.1%	$84.08	—	COM NEW	26441C204
BDX	BECTON DICKINSON & CO	5,090 (+2.7%)	$770K (-1.1%)	0.1%	$156.32	—	COM	075887109
SYK	STRYKER CORPORATION	1,068 (+2.4%)	$336K (-1.9%)	0.1%	$362.56	—	COM	863667101

Exited Positions (2)

HON HONEYWELL INTL INC 1.1%

Value $5.48M Shares 24,244 Est. Cost $68.39 Unrealized —

CRM SALESFORCE INC 0.0%

Value $215K Shares 1,150 Est. Cost $215.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HON	HONEYWELL INTL INC	24,244	$5.48M	1.1%	$68.39	—	—	438516106
CRM	SALESFORCE INC	1,150	$215K	0.0%	$215.77	—	—	79466L302

Decreased Positions (14)

AMD ADVANCED MICRO DEVICES INC 3.5%

Value $17.93M (+177.5%) Shares 30,857 (-2.8%) Est. Cost $119.38 Unrealized —

AVGO BROADCOM INC 4.9%

Value $25.29M (+18.8%) Shares 66,951 (-2.6%) Est. Cost $152.35 Unrealized —

AAPL APPLE INC 6.0%

Value $30.94M (+12.3%) Shares 106,911 (-1.5%) Est. Cost $88.66 Unrealized —

NVDA NVIDIA CORPORATION 6.1%

Value $31.58M (+8.3%) Shares 157,815 (-5.6%) Est. Cost $93.01 Unrealized —

ZTS ZOETIS INC 0.3%

Value $1.765M (-46.5%) Shares 24,560 (-12.1%) Est. Cost $146.33 Unrealized —

NFLX NETFLIX INC. 0.2%

Value $781K (-62.9%) Shares 10,945 (-50.1%) Est. Cost $108.21 Unrealized —

QCOM QUALCOMM INC 0.9%

Value $4.509M (+39.3%) Shares 24,403 (-2.9%) Est. Cost $47.24 Unrealized —

MSFT MICROSOFT CORP 3.6%

Value $18.52M (-2.2%) Shares 49,644 (-2.9%) Est. Cost $127.15 Unrealized —

DHR DANAHER CORP DEL 0.5%

Value $2.318M (-12.4%) Shares 12,167 (-12.8%) Est. Cost $64.14 Unrealized —

SNPS SYNOPSYS INC 0.6%

Value $2.956M (+8.9%) Shares 6,627 (-3.2%) Est. Cost $493.22 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.2%

Value $1.022M (+25.9%) Shares 2,459 (-18.1%) Est. Cost $334.45 Unrealized —

SPGI S&P GLOBAL INC 0.4%

Value $2.094M (-5.8%) Shares 5,142 (-1.6%) Est. Cost $341.34 Unrealized —

XYL XYLEM INC 0.2%

Value $873K (-12.9%) Shares 7,385 (-11.9%) Est. Cost $65.42 Unrealized —

CNI CANADIAN NATL RY CO 0.2%

Value $926K (+12.9%) Shares 7,765 (-2.7%) Est. Cost $41.85 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	30,857 (-2.8%)	$17.93M (+177.5%)	3.5%	$119.38	—	COM	007903107
AVGO	BROADCOM INC	66,951 (-2.6%)	$25.29M (+18.8%)	4.9%	$152.35	—	COM	11135F101
AAPL	APPLE INC	106,911 (-1.5%)	$30.94M (+12.3%)	6.0%	$88.66	—	COM	037833100
NVDA	NVIDIA CORPORATION	157,815 (-5.6%)	$31.58M (+8.3%)	6.1%	$93.01	—	COM	67066G104
ZTS	ZOETIS INC	24,560 (-12.1%)	$1.765M (-46.5%)	0.3%	$146.33	—	CL A	98978V103
NFLX	NETFLIX INC.	10,945 (-50.1%)	$781K (-62.9%)	0.2%	$108.21	—	COM	64110L106
QCOM	QUALCOMM INC	24,403 (-2.9%)	$4.509M (+39.3%)	0.9%	$47.24	—	COM	747525103
MSFT	MICROSOFT CORP	49,644 (-2.9%)	$18.52M (-2.2%)	3.6%	$127.15	—	COM	594918104
DHR	DANAHER CORP DEL	12,167 (-12.8%)	$2.318M (-12.4%)	0.5%	$64.14	—	COM	235851102
SNPS	SYNOPSYS INC	6,627 (-3.2%)	$2.956M (+8.9%)	0.6%	$493.22	—	COM	871607107
UNH	UNITEDHEALTH GROUP INC	2,459 (-18.1%)	$1.022M (+25.9%)	0.2%	$334.45	—	COM	91324P102
SPGI	S&P GLOBAL INC	5,142 (-1.6%)	$2.094M (-5.8%)	0.4%	$341.34	—	COM	78409V104
XYL	XYLEM INC	7,385 (-11.9%)	$873K (-12.9%)	0.2%	$65.42	—	COM	98419M100
CNI	CANADIAN NATL RY CO	7,765 (-2.7%)	$926K (+12.9%)	0.2%	$41.85	—	COM	136375102

Unchanged Positions (61)

AMAT APPLIED MATLS INC 3.3%

Value $16.75M Shares 23,172 Est. Cost $65.20 Unrealized —

LLY ELI LILLY & CO 5.1%

Value $26.2M Shares 21,845 Est. Cost $104.93 Unrealized —

PANW PALO ALTO NETWORKS INC 1.6%

Value $8.259M Shares 24,218 Est. Cost $138.22 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 2.1%

Value $10.81M Shares 22,642 Est. Cost $76.79 Unrealized —

ADI ANALOG DEVICES INC 2.5%

Value $13.01M Shares 32,748 Est. Cost $60.68 Unrealized —

GS GOLDMAN SACHS GROUP INC 2.8%

Value $14.53M Shares 14,371 Est. Cost $429.77 Unrealized —

JPM JPMORGAN CHASE & CO 3.7%

Value $19.22M Shares 58,703 Est. Cost $48.54 Unrealized —

ASML ASML HLDG NV 0.8%

Value $4.194M Shares 2,108 Est. Cost $695.74 Unrealized —

TXN TEXAS INSTRS INC 0.7%

Value $3.693M Shares 12,389 Est. Cost $98.36 Unrealized —

MRVL MARVELL TECHNOLOGY INC 0.3%

Value $1.737M Shares 5,830 Est. Cost $68.69 Unrealized —

V VISA INC 1.8%

Value $9.075M Shares 26,452 Est. Cost $175.53 Unrealized —

CAT CATERPILLAR INC 0.6%

Value $2.857M Shares 2,683 Est. Cost $259.96 Unrealized —

LMT LOCKHEED MARTIN CORP 0.8%

Value $4.328M Shares 8,495 Est. Cost $164.60 Unrealized —

COST COSTCO WHOLESALE CORPORATION 2.4%

Value $12.43M Shares 13,291 Est. Cost $358.61 Unrealized —

UNP UNION PAC CORP 1.3%

Value $6.501M Shares 23,901 Est. Cost $107.64 Unrealized —

LRCX LAM RESEARCH CORP 0.2%

Value $1.252M Shares 2,890 Est. Cost $79.80 Unrealized —

QQQ INVESCO QQQ TR 0.6%

Value $2.845M Shares 3,864 Est. Cost $303.66 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%

Value $12.21M Shares 24,405 Est. Cost $229.13 Unrealized —

CVX CHEVRON CORPORATION 0.4%

Value $2.093M Shares 12,628 Est. Cost $80.71 Unrealized —

EMR EMERSON ELEC CO 0.9%

Value $4.501M Shares 31,446 Est. Cost $96.66 Unrealized —

DE DEERE & CO 0.7%

Value $3.47M Shares 5,470 Est. Cost $228.65 Unrealized —

HD HOME DEPOT INC 1.2%

Value $5.918M Shares 16,779 Est. Cost $61.09 Unrealized —

CMI CUMMINS INC 0.3%

Value $1.496M Shares 2,097 Est. Cost $218.74 Unrealized —

CSCO CISCO SYS INC 0.2%

Value $826K Shares 7,030 Est. Cost $23.49 Unrealized —

MCD MCDONALDS CORP 0.4%

Value $1.858M Shares 6,872 Est. Cost $108.40 Unrealized —

LOW LOWES COS INC 0.7%

Value $3.674M Shares 16,662 Est. Cost $44.37 Unrealized —

MA MASTERCARD INCORPORATED 1.8%

Value $9.14M Shares 17,796 Est. Cost $273.34 Unrealized —

PH PARKER-HANNIFIN CORP 0.6%

Value $2.878M Shares 2,942 Est. Cost $283.84 Unrealized —

XLI SELECT SECTOR SPDR TR 0.3%

Value $1.657M Shares 8,944 Est. Cost $91.12 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.3%

Value $1.663M Shares 2,227 Est. Cost $416.31 Unrealized —

TT TRANE TECHNOLOGIES PLC 0.3%

Value $1.289M Shares 2,625 Est. Cost $104.68 Unrealized —

TER TERADYNE INC 0.1%

Value $455K Shares 940 Est. Cost $265.87 Unrealized —

MELI MERCADOLIBRE INC 1.8%

Value $9.188M Shares 5,413 Est. Cost $1258.92 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 0.3%

Value $1.695M Shares 7,968 Est. Cost $185.70 Unrealized —

BAC BANK OF AMER CORP 0.2%

Value $1.045M Shares 18,342 Est. Cost $30.05 Unrealized —

CL COLGATE PALMOLIVE CO 0.4%

Value $2.009M Shares 21,916 Est. Cost $53.02 Unrealized —

ABBV ABBVIE INC 0.2%

Value $1.035M Shares 4,113 Est. Cost $86.60 Unrealized —

MDT MEDTRONIC PLC 0.2%

Value $1.264M Shares 16,160 Est. Cost $72.23 Unrealized —

XLK SELECT SECTOR SPDR TR 0.1%

Value $436K Shares 2,288 Est. Cost $175.86 Unrealized —

KEYS KEYSIGHT TECHNOLOGIES INC 0.1%

Value $553K Shares 1,581 Est. Cost $153.79 Unrealized —

GLD SPDR GOLD TR 0.1%

Value $555K Shares 1,507 Est. Cost $182.27 Unrealized —

A AGILENT TECHNOLOGIES INC 0.1%

Value $507K Shares 3,816 Est. Cost $78.89 Unrealized —

IHI ISHARES TR 0.2%

Value $875K Shares 17,710 Est. Cost $95.00 Unrealized —

YUM YUM BRANDS INC 0.4%

Value $2.003M Shares 12,528 Est. Cost $39.41 Unrealized —

PG PROCTER & GAMBLE CO 0.7%

Value $3.47M Shares 23,662 Est. Cost $84.58 Unrealized —

WMT WALMART INC 0.1%

Value $526K Shares 4,641 Est. Cost $52.68 Unrealized —

LHX L3HARRIS TECHNOLOGIES INC 0.0%

Value $247K Shares 849 Est. Cost $227.05 Unrealized —

FANG DIAMONDBACK ENERGY INC 0.1%

Value $359K Shares 2,042 Est. Cost $179.81 Unrealized —

XAR SPDR SERIES TRUST 0.1%

Value $426K Shares 1,500 Est. Cost $118.37 Unrealized —

IEO ISHARES TR 0.1%

Value $324K Shares 2,953 Est. Cost $84.34 Unrealized —

TJX TJX COS INC NEW 0.1%

Value $615K Shares 4,062 Est. Cost $51.89 Unrealized —

NDAQ NASDAQ INC 0.1%

Value $444K Shares 5,639 Est. Cost $67.05 Unrealized —

NEE NEXTERA ENERGY INC 0.1%

Value $526K Shares 5,997 Est. Cost $59.96 Unrealized —

WM WASTE MGMT INC DEL 0.2%

Value $956K Shares 4,288 Est. Cost $98.56 Unrealized —

NVS NOVARTIS AG 0.2%

Value $1.059M Shares 6,760 Est. Cost $75.05 Unrealized —

MSCI MSCI INC 0.1%

Value $690K Shares 1,232 Est. Cost $321.10 Unrealized —

EQIX EQUINIX INC 0.1%

Value $338K Shares 324 Est. Cost $578.99 Unrealized —

NSC NORFOLK SOUTHN CORP 0.0%

Value $220K Shares 700 Est. Cost $150.98 Unrealized —

MCO MOODYS CORP 0.1%

Value $289K Shares 639 Est. Cost $365.48 Unrealized —

ORCL ORACLE CORP 0.0%

Value $234K Shares 1,599 Est. Cost $126.86 Unrealized —

BLK BLACKROCK INC 0.5%

Value $2.343M Shares 2,437 Est. Cost $991.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	23,172	$16.75M	3.3%	$65.20	—	COM	038222105
LLY	ELI LILLY & CO	21,845	$26.2M	5.1%	$104.93	—	COM	532457108
PANW	PALO ALTO NETWORKS INC	24,218	$8.259M	1.6%	$138.22	—	COM	697435105
TSM	TAIWAN SEMICONDUCTOR MANUFAC	22,642	$10.81M	2.1%	$76.79	—	SPONSORED ADS	874039100
ADI	ANALOG DEVICES INC	32,748	$13.01M	2.5%	$60.68	—	COM	032654105
GS	GOLDMAN SACHS GROUP INC	14,371	$14.53M	2.8%	$429.77	—	COM	38141G104
JPM	JPMORGAN CHASE & CO	58,703	$19.22M	3.7%	$48.54	—	COM	46625H100
ASML	ASML HLDG NV	2,108	$4.194M	0.8%	$695.74	—	N Y REGISTRY SHS	N07059210
TXN	TEXAS INSTRS INC	12,389	$3.693M	0.7%	$98.36	—	COM	882508104
MRVL	MARVELL TECHNOLOGY INC	5,830	$1.737M	0.3%	$68.69	—	COM	573874104
V	VISA INC	26,452	$9.075M	1.8%	$175.53	—	COM CL A	92826C839
CAT	CATERPILLAR INC	2,683	$2.857M	0.6%	$259.96	—	COM	149123101
LMT	LOCKHEED MARTIN CORP	8,495	$4.328M	0.8%	$164.60	—	COM	539830109
COST	COSTCO WHOLESALE CORPORATION	13,291	$12.43M	2.4%	$358.61	—	COM	22160K105
UNP	UNION PAC CORP	23,901	$6.501M	1.3%	$107.64	—	COM	907818108
LRCX	LAM RESEARCH CORP	2,890	$1.252M	0.2%	$79.80	—	COM NEW	512807306
QQQ	INVESCO QQQ TR	3,864	$2.845M	0.6%	$303.66	—	UNIT SER 1	46090E103
BRK/B	BERKSHIRE HATHAWAY INC DEL	24,405	$12.21M	2.4%	$229.13	—	CL B NEW	084670702
CVX	CHEVRON CORPORATION	12,628	$2.093M	0.4%	$80.71	—	COM	166764100
EMR	EMERSON ELEC CO	31,446	$4.501M	0.9%	$96.66	—	COM	291011104
DE	DEERE & CO	5,470	$3.47M	0.7%	$228.65	—	COM	244199105
HD	HOME DEPOT INC	16,779	$5.918M	1.2%	$61.09	—	COM	437076102
CMI	CUMMINS INC	2,097	$1.496M	0.3%	$218.74	—	COM	231021106
CSCO	CISCO SYS INC	7,030	$826K	0.2%	$23.49	—	COM	17275R102
MCD	MCDONALDS CORP	6,872	$1.858M	0.4%	$108.40	—	COM	580135101
LOW	LOWES COS INC	16,662	$3.674M	0.7%	$44.37	—	COM	548661107
MA	MASTERCARD INCORPORATED	17,796	$9.14M	1.8%	$273.34	—	CL A	57636Q104
PH	PARKER-HANNIFIN CORP	2,942	$2.878M	0.6%	$283.84	—	COM	701094104
XLI	SELECT SECTOR SPDR TR	8,944	$1.657M	0.3%	$91.12	—	ST STR INDL ETF	81369Y704
SPY	STATE STR SPDR S&P 500 ETF T	2,227	$1.663M	0.3%	$416.31	—	TR UNIT	78462F103
TT	TRANE TECHNOLOGIES PLC	2,625	$1.289M	0.3%	$104.68	—	SHS	G8994E103
TER	TERADYNE INC	940	$455K	0.1%	$265.87	—	COM	880770102
MELI	MERCADOLIBRE INC	5,413	$9.188M	1.8%	$1258.92	—	COM	58733R102
RSP	INVESCO EXCHANGE TRADED FD T	7,968	$1.695M	0.3%	$185.70	—	S&P500 EQL WGT	46137V357
BAC	BANK OF AMER CORP	18,342	$1.045M	0.2%	$30.05	—	COM	060505104
CL	COLGATE PALMOLIVE CO	21,916	$2.009M	0.4%	$53.02	—	COM	194162103
ABBV	ABBVIE INC	4,113	$1.035M	0.2%	$86.60	—	COM	00287Y109
MDT	MEDTRONIC PLC	16,160	$1.264M	0.2%	$72.23	—	SHS	G5960L103
XLK	SELECT SECTOR SPDR TR	2,288	$436K	0.1%	$175.86	—	ST STR TECHN ETF	81369Y803
KEYS	KEYSIGHT TECHNOLOGIES INC	1,581	$553K	0.1%	$153.79	—	COM	49338L103
GLD	SPDR GOLD TR	1,507	$555K	0.1%	$182.27	—	GOLD SHS	78463V107
A	AGILENT TECHNOLOGIES INC	3,816	$507K	0.1%	$78.89	—	COM	00846U101
IHI	ISHARES TR	17,710	$875K	0.2%	$95.00	—	U.S. MED DVC ETF	464288810
YUM	YUM BRANDS INC	12,528	$2.003M	0.4%	$39.41	—	COM	988498101
PG	PROCTER & GAMBLE CO	23,662	$3.47M	0.7%	$84.58	—	COM	742718109
WMT	WALMART INC	4,641	$526K	0.1%	$52.68	—	COM	931142103
LHX	L3HARRIS TECHNOLOGIES INC	849	$247K	0.0%	$227.05	—	COM	502431109
FANG	DIAMONDBACK ENERGY INC	2,042	$359K	0.1%	$179.81	—	COM	25278X109
XAR	SPDR SERIES TRUST	1,500	$426K	0.1%	$118.37	—	ST STR SP AERO	78464A631
IEO	ISHARES TR	2,953	$324K	0.1%	$84.34	—	US OIL GS EX ETF	464288851
TJX	TJX COS INC NEW	4,062	$615K	0.1%	$51.89	—	COM	872540109
NDAQ	NASDAQ INC	5,639	$444K	0.1%	$67.05	—	COM	631103108
NEE	NEXTERA ENERGY INC	5,997	$526K	0.1%	$59.96	—	COM	65339F101
WM	WASTE MGMT INC DEL	4,288	$956K	0.2%	$98.56	—	COM	94106L109
NVS	NOVARTIS AG	6,760	$1.059M	0.2%	$75.05	—	SPONSORED ADR	66987V109
MSCI	MSCI INC	1,232	$690K	0.1%	$321.10	—	COM	55354G100
EQIX	EQUINIX INC	324	$338K	0.1%	$578.99	—	COM	29444U700
NSC	NORFOLK SOUTHN CORP	700	$220K	0.0%	$150.98	—	COM	655844108
MCO	MOODYS CORP	639	$289K	0.1%	$365.48	—	COM	615369105
ORCL	ORACLE CORP	1,599	$234K	0.0%	$126.86	—	COM	68389X105
BLK	BLACKROCK INC	2,437	$2.343M	0.5%	$991.05	—	COM	09290D101