First National Bank of Hutchinson Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ELV	Elevance Health Inc	2,745	$962	0.6%	$336.70	0.0%	Equities	036752103
—	Intuitive Surgical Inc	1,121	$635	0.4%	$566.36	—	Equities	46120e602
MEDP	Medpace Hldgs Inc	1,079	$606	0.4%	$567.64	0.0%	Equities	58506Q109
NUE	Nucor Corp	1,340	$219	0.1%	$149.77	0.0%	Equities	670346105
NVS	Novartis Ag Sponsored Adr	1,498	$207	0.1%	$137.87	—	Equities	66987V109
CAT	Caterpillar Inc	357	$205	0.1%	$555.50	0.0%	Equities	149123101
VOO	Vanguard S&P 500 ETF	321	$201	0.1%	$627.13	—	Equities	922908363

Increased Positions (19)

LLY Lilly (Eli) & Co 1.4%

Value ($000) $2,308 (+98.5%) Shares 2,148 (+40.9%) Est. Cost $530.08 Unrealized +80.3%

— Netflix Inc 0.3%

Value ($000) $524 (-61.1%) Shares 5,586 (+397.9%) Est. Cost $285.51 Unrealized —

XOM Exxon Mobil Corp 0.6%

Value ($000) $1,106 (+118.2%) Shares 9,194 (+104.4%) Est. Cost $97.65 Unrealized +18.3%

BRK/B Berkshire Hathaway Inc 2.0%

Value ($000) $3,356 (+12.0%) Shares 6,677 (+12.0%) Est. Cost $309.98 Unrealized +60.5%

XLE SPDR Energy Select Sector ETF 0.3%

Value ($000) $502 (-36.9%) Shares 11,222 (+26.0%) Est. Cost $60.37 Unrealized —

AMD Advanced Micro Devices Inc 0.7%

Value ($000) $1,157 (+33.9%) Shares 5,403 (+1.2%) Est. Cost $148.71 Unrealized +51.0%

ZS Zscaler Inc Com 0.4%

Value ($000) $729 (-24.1%) Shares 3,243 (+1.2%) Est. Cost $185.63 Unrealized +52.1%

META Meta Platforms Inc 2.1%

Value ($000) $3,535 (-5.8%) Shares 5,355 (+4.8%) Est. Cost $425.87 Unrealized +56.7%

ORLY OReilly Automotive Inc 0.8%

Value ($000) $1,320 (-13.7%) Shares 14,473 (+2.0%) Est. Cost $89.18 Unrealized +9.6%

CLS Celestica Inc 0.6%

Value ($000) $1,009 (+25.2%) Shares 3,412 (+4.3%) Est. Cost $66.37 Unrealized +354.1%

JPM JPMorgan Chase & Co 2.5%

Value ($000) $4,242 (+4.6%) Shares 13,166 (+2.4%) Est. Cost $152.85 Unrealized +102.5%

HD The Home Depot Inc 0.7%

Value ($000) $1,192 (-12.4%) Shares 3,464 (+3.2%) Est. Cost $323.44 Unrealized +12.7%

KR The Kroger Co 1.8%

Value ($000) $3,143 (+5.3%) Shares 50,298 (+13.6%) Est. Cost $42.56 Unrealized +53.2%

— Uber Technologies Inc 0.2%

Value ($000) $386 (-14.8%) Shares 4,730 (+2.2%) Est. Cost $97.62 Unrealized —

— GE Vernova Inc 0.5%

Value ($000) $814 (+8.6%) Shares 1,245 (+2.1%) Est. Cost $615.71 Unrealized —

GRMN Garmin Ltd 0.1%

Value ($000) $217 (-16.0%) Shares 1,068 (+1.9%) Est. Cost $212.94 Unrealized +1.8%

BA Boeing Co 0.1%

Value ($000) $247 (+4.5%) Shares 1,138 (+3.8%) Est. Cost $189.50 Unrealized +8.5%

WM Waste Management Inc Del 0.5%

Value ($000) $840 (+0.9%) Shares 3,824 (+1.4%) Est. Cost $131.22 Unrealized +62.0%

MPWR Monolithic Power Systms Inc 0.5%

Value ($000) $859 (-0.4%) Shares 948 (+1.2%) Est. Cost $809.84 Unrealized +18.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LLY	Lilly (Eli) & Co	2,148 (+40.9%)	$2,308 (+98.5%)	1.4%	$530.08	+80.3%	Equities	532457108
—	Netflix Inc	5,586 (+397.9%)	$524 (-61.1%)	0.3%	$285.51	—	Equities	64110l106
XOM	Exxon Mobil Corp	9,194 (+104.4%)	$1,106 (+118.2%)	0.6%	$97.65	+18.3%	Equities	30231G102
BRK/B	Berkshire Hathaway Inc	6,677 (+12.0%)	$3,356 (+12.0%)	2.0%	$309.98	+60.5%	Equities	084670702
XLE	SPDR Energy Select Sector ETF	11,222 (+26.0%)	$502 (-36.9%)	0.3%	$60.37	—	Equities	81369Y506
AMD	Advanced Micro Devices Inc	5,403 (+1.2%)	$1,157 (+33.9%)	0.7%	$148.71	+51.0%	Equities	007903107
ZS	Zscaler Inc Com	3,243 (+1.2%)	$729 (-24.1%)	0.4%	$185.63	+52.1%	Equities	98980G102
META	Meta Platforms Inc	5,355 (+4.8%)	$3,535 (-5.8%)	2.1%	$425.87	+56.7%	Equities	30303M102
ORLY	OReilly Automotive Inc	14,473 (+2.0%)	$1,320 (-13.7%)	0.8%	$89.18	+9.6%	Equities	67103H107
CLS	Celestica Inc	3,412 (+4.3%)	$1,009 (+25.2%)	0.6%	$66.37	+354.1%	Equities	15101Q207
JPM	JPMorgan Chase & Co	13,166 (+2.4%)	$4,242 (+4.6%)	2.5%	$152.85	+102.5%	Equities	46625H100
HD	The Home Depot Inc	3,464 (+3.2%)	$1,192 (-12.4%)	0.7%	$323.44	+12.7%	Equities	437076102
KR	The Kroger Co	50,298 (+13.6%)	$3,143 (+5.3%)	1.8%	$42.56	+53.2%	Equities	501044101
—	Uber Technologies Inc	4,730 (+2.2%)	$386 (-14.8%)	0.2%	$97.62	—	Equities	90353t100
—	GE Vernova Inc	1,245 (+2.1%)	$814 (+8.6%)	0.5%	$615.71	—	Equities	36828a101
GRMN	Garmin Ltd	1,068 (+1.9%)	$217 (-16.0%)	0.1%	$212.94	+1.8%	Equities	H2906T109
BA	Boeing Co	1,138 (+3.8%)	$247 (+4.5%)	0.1%	$189.50	+8.5%	Equities	097023105
WM	Waste Management Inc Del	3,824 (+1.4%)	$840 (+0.9%)	0.5%	$131.22	+62.0%	Equities	94106L109
MPWR	Monolithic Power Systms Inc	948 (+1.2%)	$859 (-0.4%)	0.5%	$809.84	+18.6%	Equities	609839105

Exited Positions (13)

XLC SPDR Communication Services Sel 0.7%

Value ($000) $1,183 Shares 9,991 Est. Cost $75.52 Unrealized —

NOW Servicenow Inc 0.4%

Value ($000) $665 Shares 723 Est. Cost $162.35 Unrealized +5.7%

ROP Roper Technologies Inc 0.3%

Value ($000) $549 Shares 1,100 Est. Cost $531.36 Unrealized -13.0%

OXY Occidental Petroleum Corp 0.3%

Value ($000) $495 Shares 10,480 Est. Cost $51.81 Unrealized -19.8%

XLB SPDR Materials Select Sector ET 0.3%

Value ($000) $487 Shares 5,432 Est. Cost $65.71 Unrealized —

CNK Cinemark Holdings Inc 0.2%

Value ($000) $387 Shares 13,815 Est. Cost $13.47 Unrealized +94.8%

XLRE SPDR Real Estate Select Sector 0.2%

Value ($000) $333 Shares 7,901 Est. Cost $47.99 Unrealized —

SO Southern Co 0.2%

Value ($000) $325 Shares 3,434 Est. Cost $92.22 Unrealized -1.4%

AON Aon p.l.c. 0.2%

Value ($000) $319 Shares 895 Est. Cost $244.97 Unrealized +42.5%

ICLR Icon Plc Shs 0.2%

Value ($000) $265 Shares 1,515 Est. Cost $167.36 Unrealized +6.4%

ITW Illinois Tool Works Inc 0.2%

Value ($000) $263 Shares 1,010 Est. Cost $257.33 Unrealized -3.8%

D Dominion Energy Inc 0.1%

Value ($000) $214 Shares 3,498 Est. Cost $58.31 Unrealized +2.5%

MO Altria Group Inc 0.1%

Value ($000) $203 Shares 3,067 Est. Cost $61.42 Unrealized -3.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XLC	SPDR Communication Services Sel	9,991	$1,183	0.7%	$75.52	—	—	81369Y852
NOW	Servicenow Inc	723	$665	0.4%	$162.35	+5.7%	—	81762P102
ROP	Roper Technologies Inc	1,100	$549	0.3%	$531.36	-13.0%	—	776696106
OXY	Occidental Petroleum Corp	10,480	$495	0.3%	$51.81	-19.8%	—	674599105
XLB	SPDR Materials Select Sector ET	5,432	$487	0.3%	$65.71	—	—	81369Y100
CNK	Cinemark Holdings Inc	13,815	$387	0.2%	$13.47	+94.8%	—	17243V102
XLRE	SPDR Real Estate Select Sector	7,901	$333	0.2%	$47.99	—	—	81369Y860
SO	Southern Co	3,434	$325	0.2%	$92.22	-1.4%	—	842587107
AON	Aon p.l.c.	895	$319	0.2%	$244.97	+42.5%	—	G0403H108
ICLR	Icon Plc Shs	1,515	$265	0.2%	$167.36	+6.4%	—	G4705A100
ITW	Illinois Tool Works Inc	1,010	$263	0.2%	$257.33	-3.8%	—	452308109
D	Dominion Energy Inc	3,498	$214	0.1%	$58.31	+2.5%	—	25746U109
MO	Altria Group Inc	3,067	$203	0.1%	$61.42	-3.3%	—	02209S103

Decreased Positions (25)

XLK SPDR Technology Select Sector E 3.1%

Value ($000) $5,372 (-54.5%) Shares 37,312 (-10.8%) Est. Cost $95.04 Unrealized —

XLF SPDR Financial Select Sector ET 1.0%

Value ($000) $1,738 (-55.1%) Shares 31,729 (-55.8%) Est. Cost $32.66 Unrealized —

GOOG Alphabet Inc C 5.4%

Value ($000) $9,152 (+26.6%) Shares 29,166 (-1.8%) Est. Cost $141.11 Unrealized +102.9%

XLY SPDR Consumer Discretionary Sel 0.8%

Value ($000) $1,372 (-57.9%) Shares 11,488 (-15.4%) Est. Cost $117.59 Unrealized —

XLV SPDR Health Care Select Sector 0.7%

Value ($000) $1,272 (-56.3%) Shares 8,217 (-60.7%) Est. Cost $89.28 Unrealized —

XLI SPDR Industrial Select Sector E 0.7%

Value ($000) $1,250 (-52.9%) Shares 8,060 (-53.1%) Est. Cost $80.41 Unrealized —

XLP SPDR Consumer Staples Select Se 0.3%

Value ($000) $480 (-65.2%) Shares 6,182 (-64.8%) Est. Cost $59.36 Unrealized —

IJR iShares Core S&P Small-Cap ETF 3.4%

Value ($000) $5,730 (-12.7%) Shares 47,678 (-13.7%) Est. Cost $80.44 Unrealized —

IJH iShares Core S&P Mid-Cap ETF 4.1%

Value ($000) $6,940 (-9.2%) Shares 105,155 (-10.2%) Est. Cost $76.22 Unrealized —

CRWD CrowdStrike Holdings Inc 0.6%

Value ($000) $1,036 (-33.8%) Shares 2,211 (-30.8%) Est. Cost $313.99 Unrealized +62.2%

MLM Martin Marietta Materials Inc 0.5%

Value ($000) $814 (-38.1%) Shares 1,307 (-37.3%) Est. Cost $452.57 Unrealized +37.3%

CEG Constellation Energy Corp 0.5%

Value ($000) $774 (-36.4%) Shares 2,192 (-40.7%) Est. Cost $269.38 Unrealized +34.8%

CVX Chevron Corp 0.4%

Value ($000) $720 (-37.7%) Shares 4,721 (-36.5%) Est. Cost $150.56 Unrealized +0.6%

XLU SPDR Utilities Select Sector ET 0.2%

Value ($000) $295 (-58.7%) Shares 6,902 (-15.6%) Est. Cost $57.79 Unrealized —

PG Procter & Gamble Co 0.6%

Value ($000) $1,058 (-23.4%) Shares 7,385 (-17.9%) Est. Cost $157.70 Unrealized -6.7%

ADP Automatic Data Processing Inc 1.0%

Value ($000) $1,722 (-13.7%) Shares 6,695 (-1.5%) Est. Cost $283.40 Unrealized -6.6%

WMT Walmart Inc 3.3%

Value ($000) $5,580 (+3.3%) Shares 50,081 (-4.5%) Est. Cost $80.47 Unrealized +33.2%

BAC Bank of America Corp 0.3%

Value ($000) $537 (-19.7%) Shares 9,763 (-24.7%) Est. Cost $42.83 Unrealized +23.0%

AMZN Amazon.com Inc 2.9%

Value ($000) $4,959 (+2.5%) Shares 21,483 (-2.5%) Est. Cost $160.38 Unrealized +42.7%

IVV iShares Core S&P 500 ETF 17.0%

Value ($000) $29,092 (-0.4%) Shares 42,474 (-2.7%) Est. Cost $191.65 Unrealized —

COST Costco Wholesale Corp 0.5%

Value ($000) $938 (-8.4%) Shares 1,088 (-1.7%) Est. Cost $395.55 Unrealized +129.0%

MELI Mercadolibre Inc 0.2%

Value ($000) $403 (-16.3%) Shares 200 (-2.9%) Est. Cost $1632.58 Unrealized +28.7%

IUSG iShares Core S&P US Growth ETF 0.2%

Value ($000) $275 (-17.0%) Shares 1,640 (-18.7%) Est. Cost $139.35 Unrealized —

PEP PepsiCo Inc 0.5%

Value ($000) $800 (-4.6%) Shares 5,577 (-6.7%) Est. Cost $141.42 Unrealized +3.2%

V Visa Inc Cl A 1.0%

Value ($000) $1,777 (-1.1%) Shares 5,068 (-3.7%) Est. Cost $184.70 Unrealized +84.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XLK	SPDR Technology Select Sector E	37,312 (-10.8%)	$5,372 (-54.5%)	3.1%	$95.04	—	Equities	81369Y803
XLF	SPDR Financial Select Sector ET	31,729 (-55.8%)	$1,738 (-55.1%)	1.0%	$32.66	—	Equities	81369Y605
GOOG	Alphabet Inc C	29,166 (-1.8%)	$9,152 (+26.6%)	5.4%	$141.11	+102.9%	Equities	02079K107
XLY	SPDR Consumer Discretionary Sel	11,488 (-15.4%)	$1,372 (-57.9%)	0.8%	$117.59	—	Equities	81369Y407
XLV	SPDR Health Care Select Sector	8,217 (-60.7%)	$1,272 (-56.3%)	0.7%	$89.28	—	Equities	81369Y209
XLI	SPDR Industrial Select Sector E	8,060 (-53.1%)	$1,250 (-52.9%)	0.7%	$80.41	—	Equities	81369Y704
XLP	SPDR Consumer Staples Select Se	6,182 (-64.8%)	$480 (-65.2%)	0.3%	$59.36	—	Equities	81369Y308
IJR	iShares Core S&P Small-Cap ETF	47,678 (-13.7%)	$5,730 (-12.7%)	3.4%	$80.44	—	Equities	464287804
IJH	iShares Core S&P Mid-Cap ETF	105,155 (-10.2%)	$6,940 (-9.2%)	4.1%	$76.22	—	Equities	464287507
CRWD	CrowdStrike Holdings Inc	2,211 (-30.8%)	$1,036 (-33.8%)	0.6%	$313.99	+62.2%	Equities	22788C105
MLM	Martin Marietta Materials Inc	1,307 (-37.3%)	$814 (-38.1%)	0.5%	$452.57	+37.3%	Equities	573284106
CEG	Constellation Energy Corp	2,192 (-40.7%)	$774 (-36.4%)	0.5%	$269.38	+34.8%	Equities	21037T109
CVX	Chevron Corp	4,721 (-36.5%)	$720 (-37.7%)	0.4%	$150.56	+0.6%	Equities	166764100
XLU	SPDR Utilities Select Sector ET	6,902 (-15.6%)	$295 (-58.7%)	0.2%	$57.79	—	Equities	81369Y886
PG	Procter & Gamble Co	7,385 (-17.9%)	$1,058 (-23.4%)	0.6%	$157.70	-6.7%	Equities	742718109
ADP	Automatic Data Processing Inc	6,695 (-1.5%)	$1,722 (-13.7%)	1.0%	$283.40	-6.6%	Equities	053015103
WMT	Walmart Inc	50,081 (-4.5%)	$5,580 (+3.3%)	3.3%	$80.47	+33.2%	Equities	931142103
BAC	Bank of America Corp	9,763 (-24.7%)	$537 (-19.7%)	0.3%	$42.83	+23.0%	Equities	060505104
AMZN	Amazon.com Inc	21,483 (-2.5%)	$4,959 (+2.5%)	2.9%	$160.38	+42.7%	Equities	023135106
IVV	iShares Core S&P 500 ETF	42,474 (-2.7%)	$29,092 (-0.4%)	17.0%	$191.65	—	Equities	464287200
COST	Costco Wholesale Corp	1,088 (-1.7%)	$938 (-8.4%)	0.5%	$395.55	+129.0%	Equities	22160K105
MELI	Mercadolibre Inc	200 (-2.9%)	$403 (-16.3%)	0.2%	$1632.58	+28.7%	Equities	58733R102
IUSG	iShares Core S&P US Growth ETF	1,640 (-18.7%)	$275 (-17.0%)	0.2%	$139.35	—	Equities	464287671
PEP	PepsiCo Inc	5,577 (-6.7%)	$800 (-4.6%)	0.5%	$141.42	+3.2%	Equities	713448108
V	Visa Inc Cl A	5,068 (-3.7%)	$1,777 (-1.1%)	1.0%	$184.70	+84.3%	Equities	92826C839

Unchanged Positions (38)

MSFT Microsoft Corp 5.0%

Value ($000) $8,524 Shares 17,626 Est. Cost $231.69 Unrealized +116.1%

AAPL Apple Inc 6.1%

Value ($000) $10,389 Shares 38,213 Est. Cost $136.63 Unrealized +96.4%

— Oracle Corp 0.6%

Value ($000) $946 Shares 4,854 Est. Cost $281.24 Unrealized —

AVGO Broadcom Inc 2.4%

Value ($000) $4,158 Shares 12,014 Est. Cost $149.77 Unrealized +138.4%

VST Vistra Corp 0.4%

Value ($000) $715 Shares 4,431 Est. Cost $27.31 Unrealized +566.2%

TSM Taiwan Semiconductor Manufactur 0.8%

Value ($000) $1,423 Shares 4,682 Est. Cost $134.01 Unrealized —

JNJ Johnson & Johnson 0.7%

Value ($000) $1,239 Shares 5,989 Est. Cost $162.63 Unrealized +21.1%

APH Amphenol Corp 0.7%

Value ($000) $1,194 Shares 8,836 Est. Cost $54.63 Unrealized +144.4%

RTX RTX Corporation Com 0.7%

Value ($000) $1,156 Shares 6,301 Est. Cost $129.06 Unrealized +34.3%

GOOGL Alphabet Inc A 0.2%

Value ($000) $378 Shares 1,208 Est. Cost $163.29 Unrealized +74.9%

IBM International Business Machines 0.9%

Value ($000) $1,572 Shares 5,307 Est. Cost $259.55 Unrealized +15.1%

UBS UBS Group AG 0.4%

Value ($000) $685 Shares 14,790 Est. Cost $22.57 Unrealized +79.0%

GLD SPDR Gold Shares ETF 0.4%

Value ($000) $668 Shares 1,685 Est. Cost $242.13 Unrealized —

WFC Wells Fargo & Co New 0.3%

Value ($000) $562 Shares 6,029 Est. Cost $66.67 Unrealized +29.9%

CSCO Cisco Systems Inc 0.3%

Value ($000) $462 Shares 6,000 Est. Cost $67.38 Unrealized +9.5%

EME EMCOR Group Inc 0.6%

Value ($000) $987 Shares 1,614 Est. Cost $289.46 Unrealized +123.7%

AMGN Amgen Inc 0.2%

Value ($000) $302 Shares 922 Est. Cost $286.59 Unrealized +10.2%

LIN Linde Plc 0.2%

Value ($000) $348 Shares 815 Est. Cost $345.28 Unrealized +23.7%

NVDA Nvidia Corp 5.7%

Value ($000) $9,650 Shares 51,745 Est. Cost $100.87 Unrealized +84.5%

VEA Vanguard FTSE Developed Markets 0.5%

Value ($000) $858 Shares 13,732 Est. Cost $59.92 Unrealized —

PAYX Paychex Inc 0.1%

Value ($000) $237 Shares 2,116 Est. Cost $137.17 Unrealized -15.0%

KLAC KLA Corp 0.2%

Value ($000) $272 Shares 224 Est. Cost $748.55 Unrealized +56.6%

WMB The Williams Companies Inc 0.3%

Value ($000) $502 Shares 8,359 Est. Cost $55.67 Unrealized +7.9%

— NextEra Energy Inc 0.2%

Value ($000) $392 Shares 4,888 Est. Cost $70.89 Unrealized —

KO Coca-Cola Co 0.2%

Value ($000) $412 Shares 5,897 Est. Cost $67.92 Unrealized +2.2%

VNQ Vanguard Real Estate ETF 0.4%

Value ($000) $608 Shares 6,867 Est. Cost $73.42 Unrealized —

CRH CRH Public Limited 0.4%

Value ($000) $622 Shares 4,984 Est. Cost $77.81 Unrealized +53.1%

IEFA iShares Core MSCI EAFE ETF 0.4%

Value ($000) $657 Shares 7,347 Est. Cost $78.19 Unrealized —

SHEL Shell PLC 0.3%

Value ($000) $511 Shares 6,951 Est. Cost $60.97 Unrealized —

MA Mastercard Inc 0.9%

Value ($000) $1,621 Shares 2,839 Est. Cost $408.12 Unrealized +37.0%

BR Broadridge Financial Solutions 0.1%

Value ($000) $207 Shares 928 Est. Cost $247.24 Unrealized -8.1%

PSX Phillips 66 0.1%

Value ($000) $200 Shares 1,550 Est. Cost $126.39 Unrealized +6.0%

IUSV iShares Core S&P US Value ETF 0.2%

Value ($000) $378 Shares 3,682 Est. Cost $99.95 Unrealized —

MMM 3M Co 0.2%

Value ($000) $297 Shares 1,858 Est. Cost $153.11 Unrealized +6.6%

SSNC SS&C Technologies Hldgs Inc 0.6%

Value ($000) $1,043 Shares 11,927 Est. Cost $60.03 Unrealized +42.1%

COP ConocoPhillips 0.7%

Value ($000) $1,239 Shares 13,232 Est. Cost $84.48 Unrealized +6.6%

IWF iShares Russell 1000 Growth ETF 0.2%

Value ($000) $419 Shares 885 Est. Cost $209.14 Unrealized —

TSLA Tesla Inc 0.2%

Value ($000) $268 Shares 596 Est. Cost $346.84 Unrealized +27.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	Microsoft Corp	17,626	$8,524	5.0%	$231.69	+116.1%	Equities	594918104
AAPL	Apple Inc	38,213	$10,389	6.1%	$136.63	+96.4%	Equities	037833100
—	Oracle Corp	4,854	$946	0.6%	$281.24	—	Equities	68389x105
AVGO	Broadcom Inc	12,014	$4,158	2.4%	$149.77	+138.4%	Equities	11135F101
VST	Vistra Corp	4,431	$715	0.4%	$27.31	+566.2%	Equities	92840M102
TSM	Taiwan Semiconductor Manufactur	4,682	$1,423	0.8%	$134.01	—	Equities	874039100
JNJ	Johnson & Johnson	5,989	$1,239	0.7%	$162.63	+21.1%	Equities	478160104
APH	Amphenol Corp	8,836	$1,194	0.7%	$54.63	+144.4%	Equities	032095101
RTX	RTX Corporation Com	6,301	$1,156	0.7%	$129.06	+34.3%	Equities	75513E101
GOOGL	Alphabet Inc A	1,208	$378	0.2%	$163.29	+74.9%	Equities	02079K305
IBM	International Business Machines	5,307	$1,572	0.9%	$259.55	+15.1%	Equities	459200101
UBS	UBS Group AG	14,790	$685	0.4%	$22.57	+79.0%	Equities	H42097107
GLD	SPDR Gold Shares ETF	1,685	$668	0.4%	$242.13	—	Equities	78463V107
WFC	Wells Fargo & Co New	6,029	$562	0.3%	$66.67	+29.9%	Equities	949746101
CSCO	Cisco Systems Inc	6,000	$462	0.3%	$67.38	+9.5%	Equities	17275R102
EME	EMCOR Group Inc	1,614	$987	0.6%	$289.46	+123.7%	Equities	29084Q100
AMGN	Amgen Inc	922	$302	0.2%	$286.59	+10.2%	Equities	031162100
LIN	Linde Plc	815	$348	0.2%	$345.28	+23.7%	Equities	G54950103
NVDA	Nvidia Corp	51,745	$9,650	5.7%	$100.87	+84.5%	Equities	67066G104
VEA	Vanguard FTSE Developed Markets	13,732	$858	0.5%	$59.92	—	Equities	921943858
PAYX	Paychex Inc	2,116	$237	0.1%	$137.17	-15.0%	Equities	704326107
KLAC	KLA Corp	224	$272	0.2%	$748.55	+56.6%	Equities	482480100
WMB	The Williams Companies Inc	8,359	$502	0.3%	$55.67	+7.9%	Equities	969457100
—	NextEra Energy Inc	4,888	$392	0.2%	$70.89	—	Equities	65339f101
KO	Coca-Cola Co	5,897	$412	0.2%	$67.92	+2.2%	Equities	191216100
VNQ	Vanguard Real Estate ETF	6,867	$608	0.4%	$73.42	—	Equities	922908553
CRH	CRH Public Limited	4,984	$622	0.4%	$77.81	+53.1%	Equities	G25508105
IEFA	iShares Core MSCI EAFE ETF	7,347	$657	0.4%	$78.19	—	Equities	46432F842
SHEL	Shell PLC	6,951	$511	0.3%	$60.97	—	Equities	780259305
MA	Mastercard Inc	2,839	$1,621	0.9%	$408.12	+37.0%	Equities	57636Q104
BR	Broadridge Financial Solutions	928	$207	0.1%	$247.24	-8.1%	Equities	11133T103
PSX	Phillips 66	1,550	$200	0.1%	$126.39	+6.0%	Equities	718546104
IUSV	iShares Core S&P US Value ETF	3,682	$378	0.2%	$99.95	—	Equities	464287663
MMM	3M Co	1,858	$297	0.2%	$153.11	+6.6%	Equities	88579Y101
SSNC	SS&C Technologies Hldgs Inc	11,927	$1,043	0.6%	$60.03	+42.1%	Equities	78467J100
COP	ConocoPhillips	13,232	$1,239	0.7%	$84.48	+6.6%	Equities	20825C104
IWF	iShares Russell 1000 Growth ETF	885	$419	0.2%	$209.14	—	Equities	464287614
TSLA	Tesla Inc	596	$268	0.2%	$346.84	+27.8%	Equities	88160R101