| Nvidia Corporation(NVDA) | COM | 67066G104 | $53.4M | 59,136 | 6.6% |
| Super Micro Computer, Inc.(SMCIUSD) | COM | 86800U104 | $42.0M | 41,600 | 5.2% |
| Emcor Group, Inc.(EME) | COM | 29084Q100 | $22.5M | 64,217 | 2.8% |
| Eli Lilly and Company(LLY) | COM | 532457108 | $19.9M | 25,605 | 2.5% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $19.7M | 169,850 | 2.4% |
| Quanta Services, Inc.(PWR) | COM | 74762E102 | $18.9M | 72,586 | 2.3% |
| ConocoPhillips(COP) | COM | 20825C104 | $16.4M | 128,952 | 2.0% |
| Novo Nordisk A/S Sponsored ADR Class B(NVO) | COM | 670100205 | $14.6M | 113,831 | 1.8% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $14.4M | 34,211 | 1.8% |
| Phillips 66(PSX) | COM | 718546104 | $13.6M | 82,959 | 1.7% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $12.3M | 16,759 | 1.5% |
| Toll Brothers, Inc.(TOL) | COM | 889478103 | $11.5M | 88,751 | 1.4% |
| Builders FirstSource, Inc.(BLDR) | COM | 12008R107 | $11.0M | 52,560 | 1.4% |
| Apple Inc.(AAPL) | COM | 037833100 | $10.7M | 62,564 | 1.3% |
| Paccar Inc(PCAR) | COM | 693718108 | $10.7M | 86,534 | 1.3% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | COM | 22788C105 | $9.1M | 28,541 | 1.1% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $8.9M | 64,242 | 1.1% |
| Vistra Corp.(VST) | COM | 92840M102 | $8.9M | 127,185 | 1.1% |
| e.l.f. Beauty, Inc.(ELF) | COM | 26856L103 | $8.6M | 43,864 | 1.1% |
| Progressive Corporation(PGR) | COM | 743315103 | $7.8M | 37,756 | 1.0% |
| Aaon, Inc.(AAON) | COM | 000360206 | $7.4M | 84,464 | 0.9% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $7.3M | 5,527 | 0.9% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $7.1M | 35,473 | 0.9% |
| TopBuild Corp.(BLD) | COM | 89055F103 | $6.9M | 15,756 | 0.9% |
| Vertiv Holdings Co. Class A(VRT) | COM | 92537N108 | $6.7M | 82,362 | 0.8% |
| Vista Energy SAB de CV Sponsored ADR Class A(VIST) | COM | 92837L109 | $6.6M | 158,790 | 0.8% |
| Eaton Corp. Plc(ETN) | COM | G29183103 | $6.6M | 20,965 | 0.8% |
| AbbVie, Inc.(ABBV) | COM | 00287Y109 | $6.5M | 35,493 | 0.8% |
| Parsons Corporation(PSN) | COM | 70202L102 | $6.4M | 76,858 | 0.8% |
| Ferrari NV(RACE) | COM | N3167Y103 | $5.7M | 13,031 | 0.7% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $5.5M | 31,663 | 0.7% |
| Arista Networks, Inc.(ANETEUR) | COM | 040413106 | $5.5M | 18,942 | 0.7% |
| Hubbell Incorporated(HUBB) | COM | 443510607 | $5.5M | 13,204 | 0.7% |
| Huntington Ingalls Industries, Inc.(HII) | COM | 446413106 | $5.3M | 18,139 | 0.7% |
| Coca-Cola Femsa SAB de CV Sponsored ADR Class L(KOF) | COM | 191241108 | $5.2M | 53,891 | 0.6% |
| Copart, Inc.(CPRT) | COM | 217204106 | $5.2M | 90,205 | 0.6% |
| Allstate Corporation(ALL) | COM | 020002101 | $5.2M | 30,077 | 0.6% |
| Meta Platforms Inc Class A(META) | COM | 30303M102 | $5.2M | 10,669 | 0.6% |
| Cencora, Inc.(COR) | COM | 03073E105 | $5.0M | 20,710 | 0.6% |
| Archrock Inc.(AROC) | COM | 03957W106 | $5.0M | 253,594 | 0.6% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $5.0M | 11,861 | 0.6% |
| Nutanix, Inc. Class A(NTNX) | COM | 67059N108 | $4.7M | 75,391 | 0.6% |
| Comfort Systems USA, Inc.(FIX) | COM | 199908104 | $4.6M | 14,479 | 0.6% |
| Insight Enterprises, Inc.(NSIT) | COM | 45765U103 | $4.5M | 24,317 | 0.6% |
| Amgen Inc.(AMGN) | COM | 031162100 | $4.5M | 15,729 | 0.6% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $4.4M | 14,071 | 0.5% |
| Coca-Cola Consolidated, Inc.(COKE) | COM | 191098102 | $4.4M | 5,152 | 0.5% |
| Targa Resources Corp.(TRGP) | COM | 87612G101 | $4.2M | 37,782 | 0.5% |
| First Trust Industrials ucer Durables AlphaDEX Fund(FXR) | COM | 33734X150 | $4.2M | 57,839 | 0.5% |
| TransDigm Group Incorporated(TDG) | COM | 893641100 | $4.2M | 3,401 | 0.5% |