| Quanta Svcs Inc COM(PWR) | Stock | 74762E102 | $1.3M | 4,850 | 1.5% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $1.3M | 3,000 | 1.5% |
| Mckesson Corp COM(MCK) | Stock | 58155Q103 | $1.3M | 2,400 | 1.5% |
| Honeywell Intl Inc COM(HON) | Stock | 438516106 | $1.3M | 6,500 | 1.6% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $1.3M | 22,200 | 1.6% |
| Health Care Select Sector Spdr Fund(XLV) | ETF | 81369Y209 | $1.3M | 9,099 | 1.6% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $1.4M | 5,000 | 1.7% |
| Grainger W W Inc COM(GWW) | Stock | 384802104 | $1.4M | 1,400 | 1.7% |
| Accenture PLC Ireland SHS Class A(ACN) | Stock | G1151C101 | $1.5M | 4,250 | 1.8% |
| Vanguard Energy ETF(VDE) | ETF | 92204A306 | $1.5M | 11,743 | 1.8% |
| BlackRock Inc COM(BLKCHF) | Stock | 09247X101 | $1.6M | 1,900 | 1.9% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $1.7M | 3,500 | 2.0% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $1.8M | 2,000 | 2.2% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $1.8M | 12,000 | 2.2% |
| Chart Industries(GTLS) | Stock | 16115Q308 | $1.8M | 11,000 | 2.2% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $2.0M | 4,198 | 2.4% |
| Apollo Global Mgmt Inc COM(APO) | Stock | 03769M106 | $2.0M | 18,224 | 2.4% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $2.1M | 10,671 | 2.5% |
| Linde PLC SHS(LIN) | Stock | G54950103 | $2.3M | 5,000 | 2.8% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $2.6M | 17,028 | 3.1% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $2.9M | 16,824 | 3.4% |
| Blackstone Inc COM(BX) | Stock | 09260D107 | $2.9M | 22,212 | 3.5% |
| Vaneck Semiconductor ETF(SMH) | ETF | 92189F676 | $3.0M | 13,122 | 3.5% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $3.1M | 17,190 | 3.7% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $5.2M | 12,473 | 6.3% |