I ISHARES TR ISHARES SEMICDTR SOXX
5.58% 3.21% $195.4M 304,880 $99.1M 301,410 +3,470 +1.15% Add K KARMAN HLDGS INC KRMN
4.99% 9.07% $174.8M 3.5M $280.3M 3.5M 0 0.00% Unchanged APPLE INC AAPL
4.89% 4.65% $171.4M 592,203 $143.6M 565,829 +26,374 +4.66% Add BROADCOM INC AVGO
4.75% 4.98% $166.3M 440,150 $153.8M 496,766 -56,616 -11.40% Reduce ABBVIE INC ABBV
3.49% 3.39% $122.2M 485,608 $104.8M 482,055 +3,553 +0.74% Add MICROSOFT CORP MSFT
3.05% 3.32% $106.9M 286,452 $102.7M 277,341 +9,111 +3.29% Add ELI LILLY & CO LLY
3.04% 2.2% $106.4M 88,678 $68.0M 73,963 +14,715 +19.90% Add MERCK & CO INC MRK
2.93% 3.06% $102.6M 798,673 $94.4M 785,160 +13,513 +1.72% Add JPMORGAN CHASE & CO JPM
2.81% 3.26% $98.2M 300,144 $100.7M 342,320 -42,176 -12.32% Reduce I ISHARES TR ICSH
2.47% 3.16% $86.4M 1.7M $97.5M 1.9M -217,230 -11.28% Reduce COSTCO WHOLESALE CORPORATION COST
2.22% 2.69% $77.9M 83,221 $83.0M 83,273 -52 -0.06% Reduce MORGAN STANLEY MS
2.16% 2.47% $75.7M 362,259 $76.3M 463,707 -101,448 -21.88% Reduce RTX CORPORATION RTX
2.13% 2.4% $74.6M 393,318 $74.3M 384,999 +8,319 +2.16% Add S SELECT SECTOR SPDR TR XLC
2.09% 4.1% $73.3M 684,191 $126.7M 1.1M -458,392 -40.12% Reduce C CITIGROUP INC C
1.98% 2.16% $69.3M 494,972 $66.7M 587,965 -92,993 -15.82% Reduce W WATSCO INC WSO
1.98% 1.91% $69.3M 166,210 $59.2M 162,639 +3,571 +2.20% Add GOLDMAN SACHS GROUP INC GS
1.95% 2.06% $68.4M 67,621 $63.5M 75,080 -7,459 -9.93% Reduce HOME DEPOT INC HD
1.93% 2.05% $67.7M 192,060 $63.3M 192,335 -275 -0.14% Reduce F FASTENAL CO COM FAST
1.93% 2.11% $67.5M 1.4M $65.1M 1.4M +3,009 +0.21% Add KIMBERLY-CLARK CORP KMB
1.68% — $58.7M 534,439 $0 0 +534,439 New Buy MCDONALDS CORP MCD
1.64% 2.12% $57.3M 211,809 $65.7M 211,239 +570 +0.27% Add PAYCHEX INC COM PAYX
1.63% 1.66% $57.2M 581,263 $51.2M 555,849 +25,414 +4.57% Add GENERAL DYNAMICS CORP GD
1.62% 1.73% $56.8M 160,334 $53.6M 156,114 +4,220 +2.70% Add REALTY INCOME CORP COM O
1.6% — $56.1M 904,917 $0 0 +904,917 New Buy W WEC ENERGY GROUP INC COM WEC
1.49% 1.66% $52.3M 447,934 $51.2M 442,053 +5,881 +1.33% Add LINDE PLC LIN
1.34% 0.01% $46.8M 90,209 $203,262 410 +89,799 +21,902.20% Add PRICE T ROWE GROUP INC COM TROW
1.34% 1.17% $46.7M 411,196 $36.1M 400,523 +10,673 +2.66% Add I INTERNATIONAL BUSINESS MACHS IBM
1.31% 1.24% $46.0M 163,449 $38.3M 157,859 +5,590 +3.54% Add EATON CORP PLC ETN
1.17% 0.82% $40.8M 95,802 $25.5M 71,252 +24,550 +34.46% Add XCEL ENERGY INC COM XEL
1.15% 1.24% $40.2M 501,050 $38.4M 483,726 +17,324 +3.58% Add CENCORA INC COR
1.11% 1.4% $38.8M 137,253 $43.4M 138,088 -835 -0.60% Reduce CINTAS CORP COM CTAS
0.96% 1.08% $33.5M 196,783 $33.4M 197,348 -565 -0.29% Reduce CHEVRON CORPORATION CVX
0.94% 1.3% $33.1M 199,588 $40.3M 194,602 +4,986 +2.56% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
0.91% 0.8% $31.7M 937,247 $24.7M 848,721 +88,526 +10.43% Add ONEOK INC NEW OKE
0.87% 0.07% $30.6M 351,817 $2.1M 23,620 +328,197 +1,389.49% Add S STATE STR SPDR S&P 500 ETF T SPY
0.73% 0.11% $25.7M 34,414 $3.5M 5,392 +29,022 +538.24% Add ALPHABET INC GOOGL
0.67% 0.61% $23.5M 65,689 $18.7M 65,136 +553 +0.85% Add EXXON MOBIL CORP XOM
0.67% 0.55% $23.3M 170,770 $17.0M 100,255 +70,515 +70.34% Add CUMMINS INC CMI
0.64% 0.2% $22.3M 31,284 $6.3M 11,766 +19,518 +165.88% Add I ISHARES SHORT DURATION BOND ACTIVE ETF NEAR
0.55% 0.68% $19.4M 382,732 $21.0M 412,128 -29,396 -7.13% Reduce J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.55% 0.69% $19.3M 381,370 $21.5M 424,174 -42,804 -10.09% Reduce AMAZON COM INC AMZN
0.55% 0.56% $19.2M 80,609 $17.4M 83,636 -3,027 -3.62% Reduce NVIDIA CORPORATION NVDA
0.54% 0.49% $19.1M 95,284 $15.3M 87,599 +7,685 +8.77% Add V VANGUARD SPECIALIZED FUNDS VIG
0.5% 0.33% $17.4M 73,531 $10.3M 47,733 +25,798 +54.05% Add VISA INC V
0.46% 0.45% $16.1M 47,002 $14.0M 46,326 +676 +1.46% Add I ISHARES TR AGG
0.42% 0.48% $14.8M 149,048 $14.7M 147,842 +1,206 +0.82% Add MASTERCARD INCORPORATED MA
0.42% 0.4% $14.6M 28,445 $12.4M 24,915 +3,530 +14.17% Add MICRON TECHNOLOGY INC MU
0.41% 0.24% $14.3M 12,389 $7.3M 21,657 -9,268 -42.79% Reduce MOODYS CORP MCO
0.41% 0.42% $14.3M 31,506 $13.0M 29,786 +1,720 +5.77% Add V VANGUARD INDEX FDS VOO
0.39% 0.36% $13.7M 20,019 $11.2M 18,796 +1,223 +6.51% Add 
