Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	100,032	$25.39M	5.7%	$172.23	+52.6%	COM	037833100
LCLG	ADVISORS SER TR	318,885	$18.82M	4.2%	$51.97	—	LOGAN CAP BRD IN	00770X246
NVDA	NVIDIA CORPORATION	97,207	$16.95M	3.8%	$104.43	+78.7%	COM	67066G104
AMZN	AMAZON COM INC	67,241	$14M	3.2%	$127.70	+77.6%	COM	023135106
AVGO	BROADCOM INC	41,869	$12.96M	2.9%	$175.68	+90.2%	COM	11135F101
IWF	ISHARES TR	29,667	$12.65M	2.9%	$430.15	—	RUS 1000 GRW ETF	464287614
MSFT	MICROSOFT CORP	30,394	$11.25M	2.5%	$256.31	+69.6%	COM	594918104
GOOGL	ALPHABET INC	31,337	$9.011M	2.0%	$125.77	+157.0%	CAP STK CL A	02079K305
SHEL	SHELL PLC	94,305	$8.77M	2.0%	$62.22	—	SPON ADS	780259305
CVX	CHEVRON CORPORATION	42,173	$8.726M	2.0%	$120.99	+42.0%	COM	166764100
JNJ	JOHNSON & JOHNSON	34,739	$8.492M	1.9%	$142.89	+59.5%	COM	478160104
META	META PLATFORMS INC	13,326	$7.624M	1.7%	$410.68	+59.6%	CL A	30303M102
VZ	VERIZON COMMUNICATIONS INC	140,243	$7.04M	1.6%	$37.94	+15.5%	COM	92343V104
CSCO	CISCO SYS INC	90,327	$7.008M	1.6%	$42.83	+81.9%	COM	17275R102
GOOG	ALPHABET INC	22,710	$6.515M	1.5%	$159.95	+102.4%	CAP STK CL C	02079K107
ABBV	ABBVIE INC	29,533	$6.423M	1.4%	$137.87	+61.4%	COM	00287Y109
MA	MASTERCARD INCORPORATED	12,144	$6.068M	1.4%	$312.15	+72.7%	CL A	57636Q104
PEP	PEPSICO INC	38,635	$6M	1.4%	$143.09	+8.1%	COM	713448108
JPM	JPMORGAN CHASE & CO	20,172	$5.935M	1.3%	$146.78	+112.2%	COM	46625H100
T	AT&T INC	203,178	$5.89M	1.3%	$18.21	+41.4%	COM	00206R102
NFLX	NETFLIX INC.	60,410	$5.808M	1.3%	$99.42	-15.7%	COM	64110L106
PFE	PFIZER INC	200,395	$5.627M	1.3%	$26.74	-2.1%	COM	717081103
PM	PHILIP MORRIS INTL INC	33,516	$5.542M	1.2%	$90.56	+94.2%	COM	718172109
MDLZ	MONDELEZ INTL INC	87,745	$5.058M	1.1%	$60.22	-3.4%	CL A	609207105
WFC	WELLS FARGO & CO	61,356	$4.885M	1.1%	$42.24	+113.1%	COM	949746101
LLY	ELI LILLY & CO	5,295	$4.87M	1.1%	$726.17	+44.2%	COM	532457108
UPS	UNITED PARCEL SVCS INC	49,075	$4.828M	1.1%	$123.73	-11.2%	CL B	911312106
USB	US BANCORP	91,691	$4.769M	1.1%	$40.72	+39.1%	COM NEW	902973304
SPYG	SPDR SERIES TRUST	47,151	$4.617M	1.0%	$67.59	—	STATE STREET SPD	78464A409
SPY	STATE STR SPDR S&P 500 ETF T	6,756	$4.394M	1.0%	$498.12	—	TR UNIT	78462F103
FLEX	FLEXTRONICS INTL LTD	60,937	$3.989M	0.9%	$40.85	+56.6%	ORD	Y2573F102
MU	MICRON TECHNOLOGY INC	11,444	$3.866M	0.9%	$206.47	+87.5%	COM	595112103
TSLA	TESLA INC	9,832	$3.655M	0.8%	$267.50	+59.2%	COM	88160R101
SHW	SHERWIN WILLIAMS CO	10,739	$3.442M	0.8%	$287.89	+23.4%	COM	824348106
COST	COSTCO WHOLESALE CORPORATION	3,409	$3.397M	0.8%	$552.68	+74.4%	COM	22160K105
BIL	SPDR SERIES TRUST	33,319	$3.053M	0.7%	$91.58	—	STATE STREET SPD	78468R663
HD	HOME DEPOT INC	8,773	$2.885M	0.7%	$289.16	+30.4%	COM	437076102
APP	APPLOVIN CORP	7,248	$2.885M	0.7%	$207.71	+144.1%	COM CL A	03831W108
KO	COCA COLA CO	37,887	$2.881M	0.6%	$54.03	+38.4%	COM	191216100
GEV	GE VERNOVA INC	2,994	$2.613M	0.6%	$555.76	+32.6%	COM	36828A101
XOM	EXXON MOBIL CORP	14,332	$2.431M	0.5%	$82.61	+67.9%	COM	30231G102
PG	PROCTER & GAMBLE CO	16,073	$2.322M	0.5%	$135.61	+11.9%	COM	742718109
APH	AMPHENOL CORP	18,174	$2.296M	0.5%	$81.93	+78.7%	CL A	032095101
RTX	RTX CORPORATION	11,857	$2.287M	0.5%	$75.92	+159.0%	COM	75513E101
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,718	$2.261M	0.5%	$365.13	+35.1%	CL B NEW	084670702
MAR	MARRIOTT INTL INC NEW	6,874	$2.248M	0.5%	$229.70	+44.0%	CL A	571903202
MRK	MERCK & CO INC	18,539	$2.23M	0.5%	$82.60	+38.4%	COM	58933Y105
STRL	STERLING INFRASTRUCTURE INC	5,425	$2.209M	0.5%	$176.23	+113.6%	COM	859241101
COP	CONOCOPHILLIPS	16,485	$2.176M	0.5%	$88.71	+15.7%	COM	20825C104
V	VISA INC	6,929	$2.094M	0.5%	$207.25	+58.8%	COM CL A	92826C839
CAT	CATERPILLAR INC	2,868	$2.032M	0.5%	$286.66	+138.7%	COM	149123101
VYM	VANGUARD WHITEHALL FDS	13,302	$1.97M	0.4%	$118.09	—	HIGH DIV YLD	921946406
SPGI	S&P GLOBAL INC	4,622	$1.966M	0.4%	$340.94	+42.3%	COM	78409V104
CASY	CASEYS GEN STORES INC	2,495	$1.816M	0.4%	$289.96	+117.6%	COM	147528103
IBM	INTERNATIONAL BUSINESS MACHS	7,040	$1.706M	0.4%	$131.46	+116.0%	COM	459200101
ODFL	OLD DOMINION FREIGHT LINE IN	8,714	$1.703M	0.4%	$185.63	-1.4%	COM	679580100
LMT	LOCKHEED MARTIN CORP	2,802	$1.694M	0.4%	$398.21	+50.9%	COM	539830109
NOW	SERVICENOW INC	16,060	$1.679M	0.4%	$146.45	-17.2%	COM	81762P102
MDT	MEDTRONIC PLC	19,116	$1.656M	0.4%	$82.05	+21.3%	SHS	G5960L103
URI	UNITED RENTALS INC	2,222	$1.619M	0.4%	$817.68	+8.0%	COM	911363109
WMT	WALMART INC	12,711	$1.58M	0.4%	$64.20	+90.1%	COM	931142103
MS	MORGAN STANLEY	9,545	$1.571M	0.4%	$81.46	+120.5%	COM NEW	617446448
AMD	ADVANCED MICRO DEVICES INC	7,687	$1.564M	0.4%	$119.75	+85.1%	COM	007903107
DKS	DICKS SPORTING GOODS INC	7,763	$1.539M	0.3%	$205.77	+1.0%	COM	253393102
KLAC	KLA CORP	1,038	$1.528M	0.3%	$707.18	+106.7%	COM NEW	482480100
DUK	DUKE ENERGY CORP NEW	11,670	$1.528M	0.3%	$89.37	+35.3%	COM NEW	26441C204
AMAT	APPLIED MATLS INC	4,346	$1.485M	0.3%	$144.65	+125.8%	COM	038222105
SPYV	SPDR SERIES TRUST	24,936	$1.411M	0.3%	$40.69	—	STATE STREET SPD	78464A508
HUBB	HUBBELL INC	2,841	$1.394M	0.3%	$437.17	+13.3%	COM	443510607
BAC	BANK AMERICA CORP	28,347	$1.382M	0.3%	$30.83	+74.1%	COM	060505104
MCD	MCDONALDS CORP	4,440	$1.38M	0.3%	$228.68	+38.7%	COM	580135101
AMGN	AMGEN INC	3,865	$1.36M	0.3%	$253.38	+38.0%	COM	031162100
LPLA	LPL FINL HLDGS INC	4,439	$1.335M	0.3%	$265.08	+34.7%	COM	50212V100
PLTR	PALANTIR TECHNOLOGIES INC	8,995	$1.316M	0.3%	$67.31	+129.0%	CL A	69608A108
VOOV	VANGUARD ADMIRAL FDS INC	6,456	$1.316M	0.3%	$184.49	—	500 VAL IDX FD	921932703
PRI	PRIMERICA INC	5,237	$1.312M	0.3%	$279.55	-6.6%	COM	74164M108
IBKR	INTERACTIVE BROKERS GROUP IN	19,320	$1.296M	0.3%	$70.49	+4.4%	COM CL A	45841N107
CVS	CVS HEALTH CORP	17,936	$1.288M	0.3%	$63.08	+23.6%	COM	126650100
LFUS	LITTELFUSE INC	3,730	$1.266M	0.3%	$230.23	+39.0%	COM	537008104
PHM	PULTE GROUP INC	10,736	$1.263M	0.3%	$120.96	+8.6%	COM	745867101
GLD	SPDR GOLD TR	5,050	$1.211M	0.3%	$239.31	—	GOLD SHS	78463V107
ACN	ACCENTURE PLC IRELAND	5,981	$1.186M	0.3%	$223.97	+13.1%	SHS CLASS A	G1151C101
AXP	AMERICAN EXPRESS CO	3,811	$1.153M	0.3%	$227.15	+56.8%	COM	025816109
LRCX	LAM RESEARCH CORP	5,390	$1.152M	0.3%	$92.45	+144.4%	COM NEW	512807306
QQQM	INVESCO EXCH TRADED FD TR II	4,776	$1.135M	0.3%	$187.87	—	NASDAQ 100 ETF	46138G649
QCOM	QUALCOMM INC	8,797	$1.133M	0.3%	$119.46	+28.8%	COM	747525103
UNP	UNION PAC CORP	4,642	$1.126M	0.3%	$213.82	+13.8%	COM	907818108
ORCL	ORACLE CORP	7,360	$1.083M	0.2%	$126.55	+34.0%	COM	68389X105
ON	ON SEMICONDUCTOR CORP	17,452	$1.081M	0.2%	$64.66	-0.8%	COM	682189105
KKR	KKR & CO INC	11,577	$1.071M	0.2%	$115.88	-1.0%	COM	48251W104
QQQ	INVESCO QQQ TR	1,838	$1.061M	0.2%	$412.83	—	UNIT SER 1	46090E103
BTI	BRITISH AMERN TOB PLC	17,923	$1.048M	0.2%	$35.50	—	SPONSORED ADR	110448107
HON	HONEYWELL INTL INC	4,428	$1.001M	0.2%	$178.88	+26.3%	COM	438516106
VIG	VANGUARD SPECIALIZED FUNDS	4,641	$998K	0.2%	$192.94	—	DIV APP ETF	921908844
TXRH	TEXAS ROADHOUSE INC	6,011	$993K	0.2%	$169.23	+9.1%	COM	882681109
GILD	GILEAD SCIENCES INC	6,955	$969K	0.2%	$67.95	+103.6%	COM	375558103
TJX	TJX COS INC NEW	6,002	$959K	0.2%	$82.35	+87.3%	COM	872540109
OXY	OCCIDENTAL PETE CORP	14,627	$951K	0.2%	$48.28	-5.9%	COM	674599105
SBUX	STARBUCKS CORP	10,567	$947K	0.2%	$89.74	+4.3%	COM	855244109
BP	BP PLC	19,328	$908K	0.2%	$33.32	—	SPONSORED ADR	055622104
MET	METLIFE INC	12,776	$903K	0.2%	$57.98	+33.6%	COM	59156R108
CMI	CUMMINS INC	1,648	$887K	0.2%	$293.34	+96.2%	COM	231021106
ADP	AUTOMATIC DATA PROCESSING IN	4,193	$852K	0.2%	$208.58	+15.5%	COM	053015103
BK	BANK NEW YORK MELLON CORP	7,176	$851K	0.2%	$60.87	+97.4%	COM	064058100
AEM	AGNICO EAGLE MINES LTD	4,150	$842K	0.2%	$52.39	+293.3%	COM	008474108
PNC	PNC FINL SVCS GROUP INC	4,004	$833K	0.2%	$154.13	+45.9%	COM	693475105
VB	VANGUARD INDEX FDS	3,151	$825K	0.2%	$225.49	—	SMALL CP ETF	922908751
LNTH	LANTHEUS HLDGS INC	10,856	$823K	0.2%	$88.24	-22.4%	COM	516544103
EAT	BRINKER INTL INC	5,739	$819K	0.2%	$157.16	+0.9%	COM	109641100
ANET	ARISTA NETWORKS INC	6,667	$819K	0.2%	$100.82	+34.0%	COM SHS	040413205
GE	GE AEROSPACE	2,881	$818K	0.2%	$141.31	+125.2%	COM NEW	369604301
IWD	ISHARES TR	3,647	$779K	0.2%	$196.03	—	RUS 1000 VAL ETF	464287598
CRM	SALESFORCE INC	4,155	$776K	0.2%	$225.74	-4.4%	COM	79466L302
FAST	FASTENAL CO	16,539	$767K	0.2%	$33.41	+32.5%	COM	311900104
ENB	ENBRIDGE INC	14,061	$761K	0.2%	$32.63	+48.9%	COM	29250N105
SCHW	SCHWAB CHARLES CORP	8,024	$754K	0.2%	$73.17	+36.8%	COM	808513105
CME	CME GROUP INC	2,519	$744K	0.2%	$218.49	+32.4%	COM	12572Q105
LOW	LOWES COS INC	3,123	$738K	0.2%	$173.73	+56.3%	COM	548661107
TFC	TRUIST FINL CORP	16,018	$736K	0.2%	$36.35	+40.7%	COM	89832Q109
ISRG	INTUITIVE SURGICAL INC	1,589	$733K	0.2%	$424.36	+22.8%	COM NEW	46120E602
CMCSA	COMCAST CORP NEW	24,974	$717K	0.2%	$36.41	-18.1%	CL A	20030N101
IWM	ISHARES TR	2,878	$714K	0.2%	$204.41	—	RUSSELL 2000 ETF	464287655
EMR	EMERSON ELEC CO	5,338	$699K	0.2%	$102.47	+44.9%	COM	291011104
AEP	AMERICAN ELEC PWR CO INC	5,175	$678K	0.2%	$84.67	+42.4%	COM	025537101
ABT	ABBOTT LABORATORIES	6,555	$673K	0.2%	$96.61	+19.5%	COM	002824100
BLK	BLACKROCK INC	699	$672K	0.2%	$996.53	+10.1%	COM	09290D101
ECL	ECOLAB INC	2,505	$666K	0.2%	$204.55	+39.9%	COM	278865100
IVV	ISHARES TR	1,019	$666K	0.2%	$441.55	—	CORE S&P500 ETF	464287200
VRT	VERTIV HOLDINGS CO	2,565	$643K	0.1%	$199.85	0.0%	COM CL A	92537N108
SCHG	SCHWAB STRATEGIC TR	22,010	$641K	0.1%	$35.40	—	US LCAP GR ETF	808524300
UNH	UNITEDHEALTH GROUP INC	2,338	$633K	0.1%	$373.77	-17.4%	COM	91324P102
APTV	APTIV PLC	9,067	$630K	0.1%	$78.20	+3.5%	COM SHS	G3265R107
VO	VANGUARD INDEX FDS	2,182	$627K	0.1%	$262.25	—	MID CAP ETF	922908629
DE	DEERE & CO	1,080	$608K	0.1%	$434.19	+27.0%	COM	244199105
C	CITIGROUP INC	5,342	$606K	0.1%	$52.26	+122.3%	COM NEW	172967424
CRWD	CROWDSTRIKE HLDGS INC	1,495	$584K	0.1%	$207.77	+107.5%	CL A	22788C105
INTU	INTUIT	1,349	$583K	0.1%	$448.38	+11.0%	COM	461202103
BN	BROOKFIELD CORP	14,153	$573K	0.1%	$30.25	+54.3%	CL A LTD VT SH	11271J107
GS	GOLDMAN SACHS GROUP INC	673	$570K	0.1%	$417.90	+123.2%	COM	38141G104
WM	WASTE MGMT INC DEL	2,452	$564K	0.1%	$176.13	+28.4%	COM	94106L109
WMB	WILLIAMS COS INC	7,710	$561K	0.1%	$31.88	+108.1%	COM	969457100
BA	BOEING CO	2,816	$560K	0.1%	$183.09	+30.3%	COM	097023105
BDX	BECTON DICKINSON & CO	3,557	$559K	0.1%	$223.27	-24.8%	COM	075887109
ZTS	ZOETIS INC	4,693	$555K	0.1%	$146.16	-13.8%	CL A	98978V103
SPG	SIMON PPTY GROUP INC NEW	2,963	$553K	0.1%	$132.63	+38.7%	COM	828806109
NEE	NEXTERA ENERGY INC	5,906	$549K	0.1%	$68.15	+27.9%	COM	65339F101
CSX	CSX CORP	13,341	$548K	0.1%	$32.30	+19.2%	COM	126408103
PANW	PALO ALTO NETWORKS INC	3,346	$536K	0.1%	$166.02	+3.7%	COM	697435105
AMT	AMERICAN TOWER CORP	2,980	$514K	0.1%	$184.38	-5.2%	COM	03027X100
INTC	INTEL CORP	11,337	$500K	0.1%	$32.02	+45.0%	COM	458140100
VEU	VANGUARD INTL EQUITY INDEX F	6,624	$497K	0.1%	$58.89	—	ALLWRLD EX US	922042775
TXN	TEXAS INSTRS INC	2,477	$481K	0.1%	$164.32	+25.5%	COM	882508104
ASML	ASML HLDG NV	363	$479K	0.1%	$688.54	—	N Y REGISTRY SHS	N07059210
PPG	PPG INDS INC	4,484	$479K	0.1%	$100.41	+16.4%	COM	693506107
VRTX	VERTEX PHARMACEUTICALS INC	1,071	$478K	0.1%	$406.89	+14.9%	COM	92532F100
APD	AIR PRODUCTS AND CHEMICALS I	1,626	$472K	0.1%	$229.20	+18.5%	COM	009158106
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	2,257	$472K	0.1%	$279.69	-11.0%	CL A	989207105
GLW	CORNING INC	3,435	$467K	0.1%	$33.21	+236.3%	COM	219350105
CBRE	CBRE GROUP INC	3,346	$453K	0.1%	$110.93	+45.5%	CL A	12504L109
DIS	DISNEY WALT CO	4,624	$446K	0.1%	$110.55	-1.0%	COM	254687106
ADBE	ADOBE INC	1,832	$445K	0.1%	$418.17	-30.7%	COM	00724F101
TROW	PRICE T ROWE GROUP INC	4,938	$445K	0.1%	$112.93	-10.4%	COM	74144T108
CI	THE CIGNA GROUP	1,641	$438K	0.1%	$236.46	+18.7%	COM	125523100
SHOP	SHOPIFY INC	3,664	$435K	0.1%	$64.59	+111.2%	CL A SUB VTG SHS	82509L107
UBER	UBER TECHNOLOGIES INC	5,906	$425K	0.1%	$62.85	+25.3%	COM	90353T100
WSM	WILLIAMS SONOMA INC	2,327	$424K	0.1%	$117.58	+76.8%	COM	969904101
PGR	PROGRESSIVE CORP	2,123	$421K	0.1%	$195.20	+5.9%	COM	743315103
COF	CAPITAL ONE FINL CORP	2,266	$413K	0.1%	$222.69	+0.2%	COM	14040H105
MPC	MARATHON PETE CORP	1,692	$413K	0.1%	$85.11	+117.0%	COM	56585A102
FCX	FREEPORT MCMORAN INC	6,981	$410K	0.1%	$33.20	+84.1%	CL B	35671D857
ETN	EATON CORP PLC	1,145	$410K	0.1%	$305.72	+15.7%	SHS	G29183103
BMY	BRISTOL-MYERS SQUIBB CO	6,694	$406K	0.1%	$52.71	+9.0%	COM	110122108
PCG	PG&E CORP	22,278	$391K	0.1%	$13.22	+23.9%	COM	69331C108
NET	CLOUDFLARE INC	1,892	$390K	0.1%	$182.40	0.0%	CL A COM	18915M107
STZ	CONSTELLATION BRANDS INC	2,600	$390K	0.1%	$157.04	-0.7%	CL A	21036P108
MSCI	MSCI INC	722	$389K	0.1%	$502.86	+13.2%	COM	55354G100
CTAS	CINTAS CORP	2,255	$381K	0.1%	$177.87	+8.7%	COM	172908105
WTW	WILLIS TOWERS WATSON PLC LTD	1,308	$380K	0.1%	$314.93	0.0%	SHS	G96629103
VWO	VANGUARD INTL EQUITY INDEX F	6,855	$371K	0.1%	$43.67	—	FTSE EMR MKT ETF	922042858
FISV	FISERV INC	6,405	$357K	0.1%	$155.43	-58.9%	COM	337738108
BURL	BURLINGTON STORES INC	1,067	$347K	0.1%	$238.10	+27.8%	COM	122017106
EPAM	EPAM SYS INC	2,553	$346K	0.1%	$196.70	-3.1%	COM	29414B104
MNST	MONSTER BEVERAGE CORP NEW	4,756	$345K	0.1%	$54.10	+49.0%	COM	61174X109
FTI	TECHNIPFMC PLC	4,943	$342K	0.1%	$12.44	+352.8%	COM	G87110105
TRGP	TARGA RES CORP	1,338	$335K	0.1%	$169.86	+18.7%	COM	87612G101
LULU	LULULEMON ATHLETICA INC	2,169	$332K	0.1%	$279.66	-32.5%	COM	550021109
IYW	ISHARES TR	1,821	$330K	0.1%	$124.09	—	U.S. TECH ETF	464287721
IWB	ISHARES TR	919	$328K	0.1%	$365.48	—	RUS 1000 ETF	464287622
UL	UNILEVER PLC	5,738	$327K	0.1%	$65.40	—	SPON ADR NEW	904767803
MTD	METTLER TOLEDO INTERNATIONAL	248	$313K	0.1%	$1206.37	+17.1%	COM	592688105
AIG	AMERICAN INTL GROUP INC	4,124	$310K	0.1%	$55.74	+37.0%	COM NEW	026874784
AME	AMETEK INC	1,443	$309K	0.1%	$161.12	+38.6%	COM	031100100
AES	AES CORP	21,455	$302K	0.1%	$15.61	-3.0%	COM	00130H105
TGT	TARGET CORP	2,482	$301K	0.1%	$135.49	-19.4%	COM	87612E106
NVO	NOVO-NORDISK A S	8,082	$297K	0.1%	$83.92	—	ADR	670100205
CDNS	CADENCE DESIGN SYSTEM INC	1,068	$297K	0.1%	$274.61	+10.5%	COM	127387108
LNG	CHENIERE ENERGY INC	1,034	$293K	0.1%	$209.78	0.0%	COM NEW	16411R208
MASI	MASIMO CORP	1,638	$291K	0.1%	$160.67	-9.7%	COM	574795100
EFA	ISHARES TR	2,992	$291K	0.1%	$80.88	—	MSCI EAFE ETF	464287465
SYK	STRYKER CORPORATION	881	$290K	0.1%	$280.93	+29.8%	COM	863667101
B	BARRICK MNG CORP	7,063	$288K	0.1%	$19.29	+150.4%	COM SHS	06849F108
CAH	CARDINAL HEALTH INC	1,343	$284K	0.1%	$190.00	+13.3%	COM	14149Y108
ADI	ANALOG DEVICES INC	882	$281K	0.1%	$316.17	0.0%	COM	032654105
KEX	KIRBY CORP	2,088	$277K	0.1%	$103.62	+20.3%	COM	497266106
LECO	LINCOLN ELEC HLDGS INC	1,111	$277K	0.1%	$213.44	+26.9%	COM	533900106
MSI	MOTOROLA SOLUTIONS INC	633	$275K	0.1%	$381.76	+8.9%	COM NEW	620076307
MO	ALTRIA GROUP INC	4,108	$271K	0.1%	$39.91	+58.0%	COM	02209S103
SCHD	SCHWAB STRATEGIC TR	8,673	$266K	0.1%	$39.30	—	US DIVIDEND EQ	808524797
AZN	ASTRAZENECA PLC	1,344	$265K	0.1%	$190.39	0.0%	ORD	G0593M107
VCSH	VANGUARD SCOTTSDALE FDS	3,300	$262K	0.1%	$77.53	—	SHRT TRM CORP BD	92206C409
RPM	RPM INTL INC	2,625	$261K	0.1%	$98.86	+13.4%	COM	749685103
ULTA	ULTA BEAUTY INC	499	$261K	0.1%	$392.34	+70.7%	COM	90384S303
NEM	NEWMONT CORP	2,408	$261K	0.1%	$70.23	+68.2%	COM	651639106
VXUS	VANGUARD STAR FDS	3,370	$260K	0.1%	$77.11	—	VG TL INTL STK F	921909768
BR	BROADRIDGE FINL SOLUTIONS IN	1,590	$258K	0.1%	$151.03	+30.9%	COM	11133T103
EFV	ISHARES TR	3,458	$257K	0.1%	$74.35	—	EAFE VALUE ETF	464288877
CTVA	CORTEVA INC	3,042	$255K	0.1%	$72.77	0.0%	COM	22052L104
BX	BLACKSTONE INC	2,191	$252K	0.1%	$106.00	+32.9%	COM	09260D107
NDSN	NORDSON CORP	942	$251K	0.1%	$277.17	0.0%	COM	655663102
NSC	NORFOLK SOUTHN CORP	869	$249K	0.1%	$298.18	0.0%	COM	655844108
TTD	THE TRADE DESK INC	10,956	$249K	0.1%	$102.70	-69.6%	COM CL A	88339J105
ITW	ILLINOIS TOOL WKS INC	951	$248K	0.1%	$211.72	+29.1%	COM	452308109
SCHO	SCHWAB STRATEGIC TR	10,066	$244K	0.1%	$34.59	—	SHT TM US TRES	808524862
EQNR	EQUINOR ASA	5,678	$240K	0.1%	$42.20	—	SPONSORED ADR	29446M102
TMO	THERMO FISHER SCIENTIFIC INC	486	$239K	0.1%	$516.64	+11.2%	COM	883556102
NVS	NOVARTIS AG	1,557	$238K	0.1%	$152.75	—	SPONSORED ADR	66987V109
MPWR	MONOLITHIC PWR SYS INC	215	$235K	0.1%	$1104.63	0.0%	COM	609839105
RSG	REPUBLIC SVCS INC	1,051	$230K	0.1%	$114.86	+88.6%	COM	760759100
SNDK	SANDISK CORP	361	$229K	0.1%	$516.50	0.0%	COM	80004C200
TSM	TAIWAN SEMICONDUCTOR MANUFAC	677	$229K	0.1%	$303.89	—	SPONSORED ADS	874039100
PSX	PHILLIPS 66	1,249	$227K	0.1%	$147.11	0.0%	COM	718546104
IDXX	IDEXX LABS INC	398	$224K	0.1%	$461.54	+45.2%	COM	45168D104
CEG	CONSTELLATION ENERGY CORP	782	$218K	0.0%	$198.82	+51.5%	COM	21037T109
THC	TENET HEALTHCARE CORP	1,151	$217K	0.0%	$133.54	+54.4%	COM NEW	88033G407
BKNG	BOOKING HOLDINGS INC	51	$215K	0.0%	$2666.63	+79.3%	COM	09857L108
VLO	VALERO ENERGY CORP	862	$213K	0.0%	$190.06	0.0%	COM	91913Y100
MRVL	MARVELL TECHNOLOGY INC	2,136	$212K	0.0%	$81.07	0.0%	COM	573874104
DECK	DECKERS OUTDOOR CORP	2,088	$209K	0.0%	$109.55	0.0%	COM	243537107
LIN	LINDE PLC	421	$209K	0.0%	$460.00	0.0%	SHS	G54950103
IDCC	INTERDIGITAL INC	690	$208K	0.0%	$202.13	+67.2%	COM	45867G101
LUV	SOUTHWEST AIRLS CO	5,522	$207K	0.0%	$37.09	+27.6%	COM	844741108
TTE	TOTALENERGIES SE	2,274	$207K	0.0%	$71.53	0.0%	ACT	F92124100
TMUS	T-MOBILE US INC	985	$207K	0.0%	$178.98	+11.9%	COM	872590104
ABNB	AIRBNB INC	1,631	$206K	0.0%	$153.01	-15.4%	COM CL A	009066101
EME	EMCOR GROUP INC	278	$205K	0.0%	$726.67	0.0%	COM	29084Q100
TT	TRANE TECHNOLOGIES PLC	487	$203K	0.0%	$422.16	0.0%	SHS	G8994E103
RH	RH	1,432	$200K	0.0%	$173.25	+20.2%	COM	74967X103
UAA	UNDER ARMOUR INC	24,807	$147K	0.0%	$6.62	-1.0%	CL A	904311107
WU	WESTERN UN CO	15,519	$135K	0.0%	$9.29	—	COM	959802109
LYG	LLOYDS BANKING GROUP PLC	23,429	$118K	0.0%	$3.09	—	SPONSORED ADR	539439109
WEAV	WEAVE COMMUNICATIONS INC	17,150	$79,233	0.0%	$6.64	-3.9%	COM	94724R108
MPT	MEDICAL PROPERTIES TRUST INC	12,437	$57,583	0.0%	$4.63	—	COM	58463J304