| SSPDR SERIES TRUSTBIL |
| 16.22% | 16.1% | $17.6M | 192,412 | $15.5M | 169,423 | +22,989+13.57% | Add |
| SSPDR SERIES TRUSTBILS |
| 5.65% | 6.43% | $6.1M | 61,803 | $6.2M | 62,361 | -558-0.89% | Reduce |
 ALPHABET INCGOOGL |
| 5.46% | 4.93% | $5.9M | 16,616 | $4.8M | 16,552 | +64+0.39% | Add |
 APPLE INCAAPL |
| 5.04% | 4.82% | $5.5M | 18,936 | $4.7M | 18,328 | +608+3.32% | Add |
 BROADCOM INCAVGO |
| 4.56% | 4.23% | $5.0M | 13,119 | $4.1M | 13,186 | -67-0.51% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.44% | 4.3% | $4.8M | 24,121 | $4.1M | 23,791 | +330+1.39% | Add |
 MICROSOFT CORPMSFT |
| 4.07% | 5.81% | $4.4M | 11,845 | $5.6M | 15,133 | -3,288-21.73% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.22% | 2.94% | $3.5M | 10,680 | $2.8M | 9,650 | +1,030+10.67% | Add |
 AMAZON COM INCAMZN |
| 2.8% | 2.24% | $3.0M | 12,776 | $2.2M | 10,388 | +2,388+22.99% | Add |
 ELI LILLY & COLLY |
| 2.79% | 2.43% | $3.0M | 2,528 | $2.3M | 2,552 | -24-0.94% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.52% | 2.96% | $2.7M | 5,475 | $2.9M | 5,960 | -485-8.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.36% | 0.75% | $2.6M | 2,218 | $720,951 | 2,134 | +84+3.94% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.25% | 2.67% | $2.4M | 2,617 | $2.6M | 2,583 | +34+1.32% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 2.03% | 1.61% | $2.2M | 8,757 | $1.6M | 8,566 | +191+2.23% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.81% | 1.88% | $2.0M | 2,635 | $1.8M | 2,787 | -152-5.45% | Reduce |
 PALO ALTOPANW |
| 1.73% | 1% | $1.9M | 5,524 | $965,928 | 6,025 | -501-8.32% | Reduce |
 WALMART INCWMT |
| 1.63% | 1.95% | $1.8M | 15,607 | $1.9M | 15,153 | +454+3.00% | Add |
 AMPHENOL CORPAPH |
| 1.58% | 0.91% | $1.7M | 9,721 | $882,049 | 6,981 | +2,740+39.25% | Add |
 MCKESSON CORP COMMCK |
| 1.51% | 1.3% | $1.6M | 2,177 | $1.3M | 1,453 | +724+49.83% | Add |
 QUANTA SVCS INCPWR |
| 1.36% | 1.17% | $1.5M | 2,054 | $1.1M | 2,052 | +2+0.10% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.24% | 1.27% | $1.4M | 7,589 | $1.2M | 291 | +7,298+2,507.90% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.15% | 0.98% | $1.3M | 3,339 | $950,038 | 3,419 | -80-2.34% | Reduce |
 TJX COS INC NEWTJX |
| 1.13% | 1.3% | $1.2M | 8,083 | $1.3M | 7,874 | +209+2.65% | Add |
 CORNING INCGLW |
| 1.12% | 0.59% | $1.2M | 4,752 | $569,578 | 4,189 | +563+13.44% | Add |
 META PLATFORMS INCMETA |
| 1.04% | 1.12% | $1.1M | 2,005 | $1.1M | 1,894 | +111+5.86% | Add |
 NETFLIX INCNFLX |
| 1.02% | 1.43% | $1.1M | 15,495 | $1.4M | 14,306 | +1,189+8.31% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 0.91% | 1.08% | $986,157 | 1,710 | $1.0M | 1,764 | -54-3.06% | Reduce |
 ORACLE CORPORCL |
| 0.82% | 0.98% | $891,024 | 6,080 | $940,916 | 6,396 | -316-4.94% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 0.79% | 0.79% | $856,502 | 643 | $757,960 | 654 | -11-1.68% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.78% | 0.89% | $853,090 | 1,661 | $858,916 | 1,719 | -58-3.37% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.77% | 0.88% | $836,912 | 11,598 | $853,449 | 11,865 | -267-2.25% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.76% | 1.37% | $825,982 | 4,983 | $1.3M | 6,374 | -1,391-21.82% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.75% | 0.47% | $813,330 | 4,269 | $452,259 | 3,403 | +866+25.45% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.74% | 1.04% | $806,097 | 2,027 | $1.0M | 2,172 | -145-6.68% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.69% | 0.63% | $751,966 | 1,531 | $606,773 | 1,456 | +75+5.15% | Add |
| IISHARES US CONSUMER DISCRETIONARY ETFIYC |
| 0.68% | 0.66% | $739,648 | 7,316 | $634,244 | 6,544 | +772+11.80% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.65% | 0.59% | $704,925 | 697 | $565,121 | 668 | +29+4.34% | Add |
 SOUTHERN COSO |
| 0.59% | 0.65% | $643,745 | 6,726 | $629,117 | 6,518 | +208+3.19% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.59% | 0.66% | $642,566 | 2,799 | $633,713 | 2,926 | -127-4.34% | Reduce |
| IISHARES TRIYF |
| 0.59% | 0.55% | $638,443 | 5,007 | $533,470 | 4,534 | +473+10.43% | Add |
 PFIZER INCPFE |
| 0.53% | 0.45% | $580,145 | 24,092 | $433,106 | 15,424 | +8,668+56.20% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.53% | 0.31% | $576,684 | 900 | $295,794 | 900 | 00.00% | Unchanged |
| NNRG ENERGY INCNRG |
| 0.5% | 0.5% | $541,883 | 3,710 | $480,508 | 3,288 | +422+12.83% | Add |
 MARRIOTT INTL INC NEWMAR |
| 0.48% | 0.46% | $524,014 | 1,414 | $442,526 | 1,353 | +61+4.51% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.48% | 0.44% | $521,147 | 6,050 | $421,066 | 964 | +5,086+527.59% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.43% | 0.42% | $470,301 | 4,390 | $401,646 | 3,623 | +767+21.17% | Add |
| IISHARES TRIVV |
| 0.42% | 0.42% | $460,567 | 615 | $401,724 | 615 | 00.00% | Unchanged |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.42% | 0.4% | $453,292 | 2,857 | $381,772 | 2,604 | +253+9.72% | Add |
| SSTATE STREETXLI |
| 0.41% | 0.4% | $448,071 | 2,419 | $385,241 | 2,382 | +37+1.55% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.41% | 0.47% | $445,079 | 1,792 | $456,853 | 1,636 | +156+9.54% | Add |
