C CABLE ONE INC CABO
6.64% 8.04% $4.23B 6.5M $4.59B 6.1M +410,000 +6.72% Add NVIDIA CORPORATION NVDA
3.11% 3.09% $1.98B 9.9M $1.76B 10.1M -203,277 -2.01% Reduce AMAZON COM INC AMZN
2.4% 2.14% $1.53B 6.4M $1.22B 5.9M +553,312 +9.43% Add APPLE INC AAPL
2.16% 2.25% $1.38B 4.8M $1.28B 5.1M -302,693 -5.99% Reduce MICROSOFT CORP MSFT
2.07% 2.34% $1.32B 3.5M $1.34B 3.6M -71,878 -1.99% Reduce A Alphabet Inc Class C GOOG
1.66% 1.4% $1.06B 3.0M $798.2M 2.8M +212,185 +7.63% Add ALPHABET INC GOOGL
1.54% 1.3% $982.3M 2.7M $739.2M 2.6M +177,769 +6.91% Add T THRIVENT ETF TRUST TILC
1.32% — $841.7M 33.2M $0 0 +33.2M New Buy BROADCOM INC AVGO
1.2% 1.18% $765.2M 2.0M $671.1M 2.2M -142,871 -6.59% Reduce META PLATFORMS INC META
1.18% 1.39% $751.0M 1.3M $792.5M 1.4M -52,070 -3.76% Reduce I ISHARES TR IVV
1.15% 1.1% $734.0M 980,103 $627.6M 963,214 +16,889 +1.75% Add JPMORGAN CHASE & CO JPM
0.92% 0.93% $586.6M 1.8M $529.5M 1.8M -8,130 -0.45% Reduce TESLA INC TSLA
0.8% 0.88% $510.7M 1.2M $502.8M 1.4M -138,366 -10.23% Reduce ADVANCED MICRO DEVICES INC AMD
0.77% 0.27% $489.6M 842,788 $153.0M 752,136 +90,652 +12.05% Add ELI LILLY & CO LLY
0.75% 0.76% $475.6M 396,540 $431.2M 468,846 -72,306 -15.42% Reduce LAM RESEARCH CORP LRCX
0.73% 0.52% $465.8M 1.1M $295.7M 1.4M -308,940 -22.32% Reduce MICRON TECHNOLOGY INC MU
0.65% 0.1% $414.2M 358,825 $57.8M 171,116 +187,709 +109.70% Add VISA INC V
0.64% 0.63% $409.1M 1.2M $359.6M 1.2M +2,509 +0.21% Add MORGAN STANLEY MS
0.58% 0.57% $371.1M 1.8M $325.3M 2.0M -201,729 -10.20% Reduce JOHNSON & JOHNSON JNJ
0.58% 0.56% $370.5M 1.5M $319.0M 1.3M +153,620 +11.77% Add CISCO SYS INC CSCO
0.56% 0.41% $359.8M 3.1M $232.9M 3.0M +61,186 +2.04% Add S STATE STR SPDR S&P 500 ETF T SPY
0.55% 0.62% $351.8M 471,060 $355.3M 546,290 -75,230 -13.77% Reduce B BANK OF AMER CORP BAC
0.53% 0.5% $339.6M 6.0M $286.9M 5.9M +75,080 +1.28% Add CATERPILLAR INC CAT
0.52% 0.64% $328.4M 308,430 $362.9M 512,252 -203,822 -39.79% Reduce APPLIED MATLS INC AMAT
0.51% 0.06% $325.0M 449,455 $33.6M 98,385 +351,070 +356.83% Add WELLS FARGO CO NEW WFC
0.5% 0.53% $316.3M 3.8M $304.9M 3.8M -3,105 -0.08% Reduce GE AEROSPACE GE
0.49% 0.44% $315.0M 842,863 $249.2M 878,308 -35,445 -4.04% Reduce WALMART INC WMT
0.49% 0.5% $315.0M 2.8M $286.1M 2.3M +478,616 +20.79% Add MERCK & CO INC MRK
0.47% 0.5% $300.7M 2.3M $282.9M 2.4M -11,272 -0.48% Reduce T THRIVENT MID CAP VALUE ETF TMVE
0.45% 0.49% $288.5M 16.0M $277.0M 17.7M -1.6M -9.23% Reduce F FASTENAL CO COM FAST
0.45% 0.51% $287.8M 6.0M $289.0M 6.2M -236,569 -3.80% Reduce ARISTA NETWORKS INC ANET
0.45% 0.34% $284.7M 1.7M $191.7M 1.6M +114,573 +7.34% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.43% 0.63% $274.4M 574,629 $361.7M 1.1M -496,012 -46.33% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.43% 0.31% $274.4M 548,419 $176.9M 369,189 +179,230 +48.55% Add TD SYNNEX CORPORATION SNX
0.39% 0.3% $249.3M 932,469 $172.2M 1.0M -88,411 -8.66% Reduce CONSTELLATION ENERGY CORP CEG
0.38% 0.44% $239.8M 965,662 $249.4M 893,079 +72,583 +8.13% Add NETFLIX INC NFLX
0.36% 0.71% $229.3M 3.2M $406.4M 4.2M -1.0M -24.03% Reduce GE VERNOVA INC GEV
0.35% 0.1% $224.1M 190,786 $57.8M 66,276 +124,510 +187.87% Add ENTERPRISE PRODS PARTNERS L EPD
0.35% 0.3% $222.8M 6.1M $173.6M 4.6M +1.5M +32.07% Add O ONTO INNOVATION INC ONTO
0.35% 0.27% $222.0M 586,721 $151.6M 739,292 -152,571 -20.64% Reduce I ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF USHY
0.35% 0.4% $220.4M 6.0M $229.0M 6.2M -260,529 -4.19% Reduce V VANGUARD INDEX FDS VOO
0.34% 0.48% $219.2M 319,111 $272.2M 456,194 -137,083 -30.05% Reduce CAPITAL ONE FINL CORP COF
0.34% 0.33% $216.3M 1.1M $189.8M 1.0M +37,667 +3.62% Add CSX CORP CSX
0.34% 0.3% $215.9M 4.5M $168.5M 4.1M +437,053 +10.65% Add CONOCOPHILLIPS COP
0.33% 0.46% $212.9M 2.0M $263.8M 2.0M +49,990 +2.50% Add HOME DEPOT INC HD
0.33% 0.38% $209.8M 594,773 $216.7M 658,759 -63,986 -9.71% Reduce Q QUALCOMM INC QCOM
0.33% 0.31% $209.1M 1.1M $178.5M 1.4M -254,826 -18.38% Reduce ENTERGY CORP NEW ETR
0.33% 0.36% $208.5M 1.8M $203.4M 1.8M +4,589 +0.25% Add EMCOR GROUP INC EME
0.32% 0.32% $202.1M 243,512 $182.6M 247,287 -3,775 -1.53% Reduce LABCORP HOLDINGS INC LH
0.31% 0.33% $199.4M 712,300 $187.2M 701,638 +10,662 +1.52% Add 
