| Nvidia Corporation(NVDA) | COM | 67066G104 | $29.9M | 60,280 | 4.5% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $16.7M | 166,767 | 2.5% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $15.7M | 72,767 | 2.4% |
| ConocoPhillips(COP) | COM | 20825C104 | $15.3M | 131,876 | 2.3% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $14.1M | 24,106 | 2.1% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $12.8M | 33,928 | 1.9% |
| Apple Inc.(AAPL) | COM | 037833100 | $12.2M | 63,460 | 1.8% |
| Novo Nordisk A/S Sponsored ADR Class B(NVO) | COM | 670100205 | $11.6M | 112,347 | 1.7% |
| Super Micro Computer, Inc.(SMCIUSD) | COM | 86800U104 | $11.5M | 40,505 | 1.7% |
| Phillips 66(PSX) | COM | 718546104 | $11.4M | 85,815 | 1.7% |
| EOG Resources, Inc.(EOG) | COM | 26875P101 | $11.3M | 93,143 | 1.7% |
| Emcor Group, Inc.(EME) | COM | 29084Q100 | $9.9M | 46,097 | 1.5% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $8.5M | 65,699 | 1.3% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $8.5M | 12,858 | 1.3% |
| Builders FirstSource, Inc.(BLDR) | COM | 12008R107 | $8.4M | 50,203 | 1.3% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $8.3M | 80,613 | 1.2% |
| Lamb Weston Holdings, Inc.(LW) | COM | 513272104 | $8.3M | 76,387 | 1.2% |
| Paccar Inc(PCAR) | COM | 693718108 | $8.2M | 84,090 | 1.2% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $7.9M | 60,746 | 1.2% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $7.7M | 6,939 | 1.2% |
| Copart, Inc.(CPRT) | COM | 217204106 | $6.9M | 139,898 | 1.0% |
| Aaon, Inc.(AAON) | COM | 000360206 | $6.5M | 88,233 | 1.0% |
| Eaton Corp. Plc(ETN) | COM | G29183103 | $6.2M | 25,682 | 0.9% |
| e.l.f. Beauty, Inc.(ELF) | COM | 26856L103 | $6.1M | 41,965 | 0.9% |
| Amgen Inc.(AMGN) | COM | 031162100 | $6.0M | 20,915 | 0.9% |
| TopBuild Corp.(BLD) | COM | 89055F103 | $5.8M | 15,372 | 0.9% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $5.7M | 37,064 | 0.9% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $5.5M | 32,505 | 0.8% |
| Vista Energy SAB de CV Sponsored ADR Class A(VIST) | COM | 92837L109 | $5.5M | 185,115 | 0.8% |
| Universal Corp(UVV) | COM | 913456109 | $5.4M | 80,033 | 0.8% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $5.3M | 10,272 | 0.8% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $5.2M | 35,342 | 0.8% |
| Vistra Corp.(VST) | COM | 92840M102 | $5.2M | 135,055 | 0.8% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $5.0M | 12,398 | 0.8% |
| Huntington Ingalls Industries, Inc.(HII) | COM | 446413106 | $5.0M | 19,330 | 0.8% |
| Coca-Cola Femsa SAB de CV Sponsored ADR Class L(KOF) | COM | 191241108 | $5.0M | 52,965 | 0.8% |
| Arista Networks, Inc.(ANETEUR) | COM | 040413106 | $4.7M | 19,806 | 0.7% |
| Ferrari NV(RACE) | COM | N3167Y103 | $4.6M | 13,736 | 0.7% |
| Inter Parfums, Inc.(IPAR) | COM | 458334109 | $4.6M | 32,028 | 0.7% |
| Hubbell Incorporated(HUBB) | COM | 443510607 | $4.6M | 13,921 | 0.7% |
| Coca-Cola Consolidated, Inc.(COKE) | COM | 191098102 | $4.6M | 4,901 | 0.7% |
| Darden Restaurants, Inc.(DRI) | COM | 237194105 | $4.2M | 25,788 | 0.6% |
| First Trust Nasdaq-100 Technology Sector Index Fund(QTEC) | COM | 337345102 | $4.2M | 24,061 | 0.6% |
| First Trust Industrials ucer Durables AlphaDEX Fund(FXR) | COM | 33734X150 | $4.2M | 64,544 | 0.6% |
| TransDigm Group Incorporated(TDG) | COM | 893641100 | $4.1M | 4,025 | 0.6% |
| First Trust Technology AlphaDEX Fund(FXL) | COM | 33734X176 | $4.0M | 31,492 | 0.6% |
| Rio Tinto plc Sponsored ADR(RIO) | COM | 767204100 | $4.0M | 53,896 | 0.6% |
| Dorian LPG Ltd.(LPG) | COM | Y2106R110 | $3.9M | 89,693 | 0.6% |
| First Trust Financials AlphaDEX Fund(FXO) | COM | 33734X135 | $3.8M | 88,600 | 0.6% |
| PBF Energy, Inc. Class A(PBF) | COM | 69318G106 | $3.8M | 86,031 | 0.6% |