| Nvidia Corporation(NVDA) | COM | 67066G104 | $23.9M | 54,949 | 4.1% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $19.5M | 165,764 | 3.3% |
| ConocoPhillips(COP) | COM | 20825C104 | $15.1M | 126,349 | 2.6% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $13.1M | 70,234 | 2.3% |
| EOG Resources, Inc.(EOG) | COM | 26875P101 | $11.9M | 93,654 | 2.0% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $11.7M | 21,852 | 2.0% |
| Phillips 66(PSX) | COM | 718546104 | $10.1M | 84,087 | 1.7% |
| Apple Inc.(AAPL) | COM | 037833100 | $9.7M | 56,931 | 1.7% |
| Novo Nordisk A/S Sponsored ADR Class B(NVO) | COM | 670100205 | $9.6M | 105,111 | 1.6% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $9.5M | 66,771 | 1.6% |
| Super Micro Computer, Inc.(SMCIUSD) | COM | 86800U104 | $9.4M | 34,283 | 1.6% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $6.7M | 11,828 | 1.1% |
| Lamb Weston Holdings, Inc.(LW) | COM | 513272104 | $6.6M | 71,760 | 1.1% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $6.4M | 20,377 | 1.1% |
| Emcor Group, Inc.(EME) | COM | 29084Q100 | $6.1M | 29,072 | 1.0% |
| Builders FirstSource, Inc.(BLDR) | COM | 12008R107 | $6.0M | 48,332 | 1.0% |
| Paccar Inc(PCAR) | COM | 693718108 | $5.8M | 68,736 | 1.0% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $5.8M | 78,561 | 1.0% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $5.5M | 36,726 | 0.9% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $5.4M | 32,013 | 0.9% |
| Amgen Inc.(AMGN) | COM | 031162100 | $5.3M | 19,864 | 0.9% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $5.3M | 35,005 | 0.9% |
| Eaton Corp. Plc(ETN) | COM | G29183103 | $5.3M | 24,746 | 0.9% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $5.3M | 6,340 | 0.9% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $5.2M | 13,403 | 0.9% |
| Copart, Inc.(CPRT) | COM | 217204106 | $5.2M | 119,604 | 0.9% |
| Aaon, Inc.(AAON) | COM | 000360206 | $5.0M | 88,470 | 0.9% |
| Darden Restaurants, Inc.(DRI) | COM | 237194105 | $4.9M | 34,020 | 0.8% |
| Genuine Parts Company(GPC) | COM | 372460105 | $4.8M | 33,407 | 0.8% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $4.7M | 51,199 | 0.8% |
| Arista Networks, Inc.(ANETEUR) | COM | 040413106 | $4.7M | 25,625 | 0.8% |
| Vista Energy SAB de CV Sponsored ADR Class A(VIST) | COM | 92837L109 | $4.7M | 153,648 | 0.8% |
| Vistra Corp.(VST) | COM | 92840M102 | $4.4M | 134,006 | 0.8% |
| Hubbell Incorporated(HUBB) | COM | 443510607 | $4.3M | 13,644 | 0.7% |
| First Solar, Inc.(FSLR) | COM | 336433107 | $4.2M | 25,765 | 0.7% |
| Coca-Cola Femsa SAB de CV Sponsored ADR Class L(KOF) | COM | 191241108 | $4.1M | 52,701 | 0.7% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $4.1M | 11,830 | 0.7% |
| Steel Dynamics, Inc.(STLD) | COM | 858119100 | $4.1M | 38,130 | 0.7% |
| Huntington Ingalls Industries, Inc.(HII) | COM | 446413106 | $4.0M | 19,736 | 0.7% |
| Inter Parfums, Inc.(IPAR) | COM | 458334109 | $4.0M | 30,020 | 0.7% |
| Ferrari NV(RACE) | COM | N3167Y103 | $4.0M | 13,462 | 0.7% |
| Lattice Semiconductor Corporation(LSCC) | COM | 518415104 | $3.8M | 44,007 | 0.6% |
| Universal Corp(UVV) | COM | 913456109 | $3.8M | 79,983 | 0.6% |
| Allegro MicroSystems, Inc.(ALGM) | COM | 01749D105 | $3.7M | 117,184 | 0.6% |
| PBF Energy, Inc. Class A(PBF) | COM | 69318G106 | $3.7M | 69,890 | 0.6% |
| ON Semiconductor Corporation(ON) | COM | 682189105 | $3.7M | 39,783 | 0.6% |
| VeriSign, Inc.(VRSN) | COM | 92343E102 | $3.6M | 17,714 | 0.6% |
| First Trust Industrials ucer Durables AlphaDEX Fund(FXR) | COM | 33734X150 | $3.6M | 62,196 | 0.6% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $3.5M | 17,690 | 0.6% |
| First Trust Energy AlphaDEX Fund(FXN) | COM | 33734X127 | $3.5M | 201,592 | 0.6% |