| NVDA Nvidia Corp. | 7.32% | 684,132 | $74.1M | Reduce -3.1% |
| MSFT Microsoft Corp. | 5.99% | 161,601 | $60.7M | Reduce -1.0% |
| ORLY O'reilly Automotive Inc. | 5.61% | 39,651 | $56.8M | Reduce -2.3% |
| ISRG Intuitive Surgical Inc. | 4.15% | 84,824 | $42.0M | Reduce -2.5% |
| AAPL Apple Inc. | 3.73% | 169,842 | $37.7M | Reduce -1.5% |
| FTNT Fortinet Inc. | 2.71% | 284,605 | $27.4M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 2.50% | 162,298 | $25.4M | Reduce -1.1% |
| HD Home Depot Inc. | 2.17% | 59,848 | $21.9M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 2.10% | 22,471 | $21.3M | Add +2.0% |
| RTX RTX Corp. | 1.97% | 150,481 | $19.9M | Reduce -0.6% |
| ABBV Abbvie Inc. | 1.96% | 94,487 | $19.8M | Reduce -1.6% |
| ABT Abbott Laboratories | 1.79% | 136,620 | $18.1M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 1.72% | 112,380 | $17.4M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.72% | 70,798 | $17.4M | Add +0.8% |
| ADP Automatic Data Processing | 1.70% | 56,489 | $17.3M | Reduce -2.8% |
| ORCL Oracle Corp. | 1.64% | 118,518 | $16.6M | Add +2.5% |
| FISV Fiserv Inc. | 1.52% | 69,669 | $15.4M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.40% | 119,396 | $14.2M | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 1.40% | 166,025 | $14.1M | Reduce -4.0% |
| JNJ Johnson & Johnson | 1.34% | 82,068 | $13.6M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 1.30% | 77,504 | $13.2M | Reduce -3.1% |
| V Visa Inc. Class A | 1.30% | 37,588 | $13.2M | Add +2.0% |
| PEP Pepsico Inc. | 1.26% | 85,086 | $12.8M | Reduce -2.8% |
| WMT Walmart Inc. | 1.23% | 141,955 | $12.5M | Add +0.9% |
| ECL Ecolab Inc. | 1.22% | 48,814 | $12.4M | Reduce -1.2% |
| APD Air Products & Chemicals Inc. | 1.13% | 38,735 | $11.4M | Reduce -0.2% |
| MDT Medtronic PLC | 1.12% | 126,384 | $11.4M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 1.12% | 126,350 | $11.3M | Add +0.6% |
| ITW Illinois Tool Works | 1.10% | 45,068 | $11.2M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 20,711 | $11.0M | Add +2.5% |
| CSCO Cisco Systems Inc. | 1.07% | 176,016 | $10.9M | Reduce -2.0% |
| EMR Emerson Electric Co. | 1.04% | 96,105 | $10.5M | Add +3.0% |
| SHEL Shell PLC-ADR | 1.04% | 143,742 | $10.5M | Add +1.2% |
| IDXX Idexx Laboratories Inc. | 1.02% | 24,537 | $10.3M | Reduce -2.9% |
| NEE Nextera Energy Inc. | 0.97% | 138,032 | $9.8M | Add +2.6% |
| ZS Zscaler Inc. | 0.94% | 47,852 | $9.5M | Add +32.8% |
| STT State Street Corp. | 0.88% | 99,999 | $9.0M | Reduce -0.0% |
| CVX Chevron Corp. | 0.83% | 50,202 | $8.4M | Add +2.6% |
| TSCO Tractor Supply Company | 0.81% | 148,631 | $8.2M | Reduce -5.3% |
| CB Chubb Ltd. | 0.80% | 26,794 | $8.1M | Reduce -2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.76% | 78,363 | $7.7M | Reduce -3.7% |
| FDX FedEx Corp. | 0.73% | 30,133 | $7.3M | Add +17.6% |
| TMO Thermo Fisher Scientific Inc. | 0.72% | 14,714 | $7.3M | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.72% | 8,796 | $7.3M | Add +6.4% |
| QCOM Qualcomm Inc. | 0.70% | 46,255 | $7.1M | Reduce -5.8% |
| MMM 3M Co. | 0.66% | 45,534 | $6.7M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 158,649 | $6.6M | Reduce -0.7% |
| ROP Roper Technologies Inc. | 0.65% | 11,087 | $6.5M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.60% | 31,961 | $6.1M | Add +11.9% |
| VWO Vanguard Ftse Emerging Marke | 0.59% | 130,992 | $5.9M | Reduce -10.8% |
| SO The Southern Co. | 0.58% | 63,724 | $5.9M | Add +52.4% |
| SYY Sysco Corp. | 0.57% | 77,574 | $5.8M | Reduce -2.1% |
| SYK Stryker Corp. | 0.56% | 15,346 | $5.7M | Reduce -5.4% |
| EXE Expand Energy Corp. | 0.56% | 50,721 | $5.6M | No change |
| APA Apa Corp. | 0.55% | 267,035 | $5.6M | Add +10.2% |
| CMCSA Comcast Corp. Class A | 0.53% | 144,540 | $5.3M | Reduce -0.4% |
| UPS United Parcel Service Class B | 0.51% | 46,709 | $5.1M | Add +11.8% |
| ADI Analog Devices Inc. | 0.48% | 23,951 | $4.8M | Add +4.3% |
| AMAT Applied Materials Inc. | 0.45% | 31,683 | $4.6M | Add +5.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.45% | 53,428 | $4.6M | Reduce -17.4% |
| MCD McDonald's Corp. | 0.45% | 14,513 | $4.5M | Reduce -1.0% |
| REGN Regeneron Pharmaceuticals | 0.45% | 7,115 | $4.5M | Add +52.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 7,925 | $4.4M | Add +5.4% |
| AMGN Amgen Inc. | 0.43% | 13,918 | $4.3M | Reduce -6.6% |
| DXCM Dexcom Inc. | 0.38% | 57,061 | $3.9M | Add +2.1% |
| LOW Lowe's Cos Inc. | 0.37% | 16,203 | $3.8M | Add +3.1% |
| KO The Coca-Cola Co. | 0.35% | 49,802 | $3.6M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.35% | 17,752 | $3.5M | Reduce -15.3% |
| FLS Flowserve Corp. | 0.34% | 69,543 | $3.4M | Reduce -18.2% |
| MDY State Street SPDR S&P Midcap | 0.33% | 6,190 | $3.3M | Add +17.6% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 16,158 | $3.2M | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 50,916 | $3.1M | Reduce -2.6% |
| LGND Ligand Pharmaceuticals | 0.31% | 29,397 | $3.1M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 0.30% | 24,326 | $3.1M | Add +4.1% |
| PNC PNC Financial Services Group | 0.30% | 17,316 | $3.0M | No change |
| CVS CVS Health Corp. | 0.28% | 42,352 | $2.9M | Reduce -3.0% |
| PFE Pfizer Inc. | 0.26% | 105,257 | $2.7M | Reduce -2.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.25% | 29,747 | $2.5M | No change |
| LNC Lincoln National Corp. | 0.24% | 66,793 | $2.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.23% | 29,005 | $2.4M | No change |
| VZ Verizon Communications Inc. | 0.23% | 50,305 | $2.3M | Reduce -0.8% |
| NVEE NV5 Global Inc. | 0.22% | 117,100 | $2.3M | No change |
| HSY The Hershey Co. | 0.22% | 13,072 | $2.2M | Add +89.6% |
| SHW The Sherwin-Williams Co. | 0.22% | 6,335 | $2.2M | Add +4.1% |
| ENB Enbridge Inc. | 0.21% | 47,156 | $2.1M | Reduce -1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.20% | 4,177 | $2.0M | No change |
| HDV iShares Core High Dividend E | 0.19% | 16,180 | $2.0M | No change |
| IJR iShares Core S&P Small-Cap E | 0.19% | 18,041 | $1.9M | Add +17.6% |
| CL Colgate-Palmolive Co. | 0.18% | 19,638 | $1.8M | Reduce -1.3% |
| KMB Kimberly-Clark Corp. | 0.18% | 12,653 | $1.8M | Reduce -5.4% |
| OABI Omniab Inc. | 0.18% | 742,700 | $1.8M | Reduce -7.5% |
| GD General Dynamics Corp. | 0.17% | 6,131 | $1.7M | Reduce -6.3% |
| CARR Carrier Global Corp. | 0.14% | 22,553 | $1.4M | Reduce -2.2% |
| AXP American Express Co. | 0.13% | 4,853 | $1.3M | Reduce -6.9% |
| ALDX Aldeyra Therapeutics Inc. | 0.13% | 223,094 | $1.3M | Add +14.4% |
| OTIS Otis Worldwide Corp. | 0.11% | 11,265 | $1.2M | Reduce -9.3% |
| SHOP Shopify Inc. Class A | 0.11% | 11,790 | $1.1M | No change |
| GEV GE Vernova Inc. | 0.10% | 3,442 | $1.1M | Reduce -12.1% |
| VRNS Varonis Systems Inc. | 0.10% | 25,612 | $1.0M | No change |
| D Dominion Energy Inc. | 0.10% | 17,369 | $974K | Reduce -2.3% |
| UBER Uber Technologies Inc. | 0.09% | 12,899 | $940K | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 18,080 | $919K | Add +0.8% |
| NBIX Neurocrine Biosciences Inc. | 0.08% | 7,509 | $830K | No change |
| AKAM Akamai Technologies Inc. | 0.08% | 10,295 | $829K | No change |
| EA Electronic Arts Inc. | 0.08% | 5,331 | $770K | No change |
| MRVL Marvell Technology Inc. | 0.07% | 12,129 | $747K | No change |
| NSP Insperity Inc. | 0.07% | 8,274 | $738K | No change |
| MPC Marathon Petroleum Corp. | 0.07% | 4,832 | $704K | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.07% | 2,035 | $671K | Reduce -2.2% |
| SPGI S&P Global Inc. | 0.06% | 1,181 | $600K | Reduce -12.5% |
| SLF Sun Life Financial Inc. | 0.05% | 9,647 | $552K | No change |
| AZO AutoZone Inc. | 0.05% | 143 | $545K | Reduce -2.7% |
| DVN Devon Energy Corp. | 0.05% | 14,000 | $524K | Add +16.7% |
| XLK SS Technology Select Sector | 0.05% | 2,500 | $516K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 3,803 | $503K | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 0.05% | 13,871 | $502K | No change |
| FXAIX Fidelity 500 Index Fund | 0.05% | 2,465 | $482K | Reduce -28.9% |
| EQT Eqt Corp. | 0.05% | 9,001 | $481K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 11,310 | $473K | Reduce -22.9% |
| FCX Freeport-McMoran Inc. | 0.05% | 12,204 | $462K | Add +19.6% |
| INTU Intuit Inc. | 0.04% | 682 | $419K | Reduce -4.1% |
| AMT American Tower Corp. | 0.04% | 1,877 | $408K | Reduce -23.5% |
| GEHC GE Healthcare Technology | 0.04% | 4,846 | $391K | Reduce -4.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.04% | 4,710 | $388K | Reduce -14.5% |
| EYPT Eyepoint Inc. | 0.04% | 71,480 | $387K | No change |
| ADBE Adobe Inc. | 0.04% | 1,009 | $387K | Add +4.3% |
| GFAFX Amer FND GRW FD of Am-F1 | 0.04% | 5,493 | $379K | No change |
| MA Mastercard Inc. Class A | 0.04% | 691 | $379K | Reduce -2.0% |
| AWK American Water Works Co. Inc. | 0.04% | 2,560 | $378K | Reduce -12.6% |
| CFLT Confluent Inc. Class A | 0.04% | 15,961 | $374K | No change |
| ELME Elme Communities | 0.04% | 20,563 | $358K | No change |
| AFL Aflac Inc. | 0.04% | 3,200 | $356K | No change |
| NVS Novartis AG-Sponsored ADR | 0.03% | 3,142 | $350K | Reduce -4.6% |
| T AT&T Inc. | 0.03% | 12,205 | $345K | No change |
| UNP Union Pacific Corp. | 0.03% | 1,445 | $341K | Reduce -13.6% |
| DHR Danaher Corp. | 0.03% | 1,603 | $329K | Reduce -21.1% |
| CRK Comstock Resources Inc. | 0.03% | 15,000 | $305K | No change |
| TSLA Tesla Inc. | 0.03% | 1,160 | $301K | Reduce -53.1% |
| LIN Linde PLC | 0.03% | 643 | $299K | Reduce -18.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 1,089 | $299K | Add +10.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,202 | $299K | No change |
| CTSH Cognizant Tech Solutions-A | 0.03% | 3,802 | $291K | No change |
| BP BP PLC-Spons ADR | 0.03% | 8,274 | $280K | No change |
| RMD Resmed Inc. | 0.03% | 1,180 | $264K | No change |
| WSO Watsco Inc. | 0.03% | 517 | $263K | Reduce -23.4% |
| HON Honeywell International Inc. | 0.03% | 1,210 | $256K | Reduce -28.4% |
| PAYX Paychex Inc. | 0.02% | 1,593 | $246K | Reduce -51.0% |
| TEL Te Connectivity PLC | 0.02% | 1,690 | $239K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,960 | $239K | Reduce -13.3% |
| ET Energy Transfer LP | 0.02% | 12,500 | $232K | No change |
| BCYC Bicycle Therapeutics PLC-ADR | 0.02% | 24,981 | $212K | No change |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.02% | 1,502 | $201K | Reduce -18.9% |
| JASNQ Jason Industries Inc. | 0.00% | 10,668 | $192 | No change |