| Nvidia Corporation(NVDA) | COM | 67066G104 | $24.0M | 137,388 | 5.9% |
| Apple Incorporated(AAPL) | COM | 037833100 | $23.7M | 93,407 | 5.9% |
| Comfort Systems USA Incorporated(FIX) | COM | 199908104 | $22.6M | 16,370 | 5.6% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $21.7M | 49,675 | 5.4% |
| Tesla Incorporated(TSLA) | COM | 88160R101 | $16.3M | 43,836 | 4.0% |
| JPMorgan Chase & Company(JPM) | COM | 46625H100 | $14.7M | 49,897 | 3.6% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $14.0M | 14,089 | 3.5% |
| Broadcom Incorporated(AVGO) | COM | 11135F101 | $12.8M | 41,262 | 3.2% |
| Amazon COM Incorporated(AMZN) | COM | 023135106 | $12.5M | 60,059 | 3.1% |
| Palantir Technologies Incorporated Class A(PLTR) | CL A | 69608A108 | $11.3M | 77,116 | 2.8% |
| Asml Hldg NV N Y Registry SHS (Netherlands)(ASML) | N Y REGISTRY SHS | N07059210 | $9.7M | 7,349 | 2.4% |
| Canadian NAT RES Limited MED Term (Canada)(CNQ) | COM | 136385101 | $9.4M | 192,389 | 2.3% |
| Raymond James Finl Incorporated(RJF) | COM | 754730109 | $9.0M | 61,861 | 2.2% |
| Berkshire Hathaway Incorporated del Class B New(BRK/B) | CL B NEW | 084670702 | $8.5M | 17,702 | 2.1% |
| Netflix Incorporated.(NFLX) | COM | 64110L106 | $8.1M | 84,412 | 2.0% |
| Visa Incorporated COM Class A(V) | COM CL A | 92826C839 | $6.7M | 22,104 | 1.7% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $6.4M | 17,284 | 1.6% |
| Philip Morris International Incorporated(PM) | COM | 718172109 | $5.7M | 34,732 | 1.4% |
| Home Depot Incorporated(HD) | COM | 437076102 | $5.5M | 16,686 | 1.4% |
| Union PAC Corporation(UNP) | COM | 907818108 | $5.0M | 20,402 | 1.2% |
| Stryker Corporation(SYK) | COM | 863667101 | $4.7M | 14,206 | 1.2% |
| ELI Lilly & Company(LLY) | COM | 532457108 | $4.5M | 4,902 | 1.1% |
| Marathon Pete Corporation(MPC) | COM | 56585A102 | $4.5M | 18,430 | 1.1% |
| Meta Platforms Incorporated Class A(META) | CL A | 30303M102 | $4.4M | 7,674 | 1.1% |
| Walmart Incorporated(WMT) | COM | 931142103 | $4.4M | 35,067 | 1.1% |
| Garmin Limited SHS (Switzerland)(GRMN) | SHS | H2906T109 | $4.3M | 18,322 | 1.1% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $4.2M | 24,664 | 1.0% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $3.9M | 26,813 | 1.0% |
| Mcdonalds Corporation(MCD) | COM | 580135101 | $3.9M | 12,478 | 1.0% |
| Chubb Limited Switz (Switzerland)(CB) | COM | H1467J104 | $3.8M | 11,665 | 0.9% |
| Motorola Solutions Incorporated COM New(MSI) | COM NEW | 620076307 | $3.7M | 8,510 | 0.9% |
| Old Dominion Freight Line Incorporated(ODFL) | COM | 679580100 | $3.7M | 18,692 | 0.9% |
| Emcor Group Incorporated(EME) | COM | 29084Q100 | $3.5M | 4,778 | 0.9% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.4M | 14,055 | 0.8% |
| Eaton Corporation PLC SHS (Ireland)(ETN) | SHS | G29183103 | $3.4M | 9,510 | 0.8% |
| Cadence Design Systems Incorporated(CDNS) | COM | 127387108 | $3.4M | 12,198 | 0.8% |
| Vistra Corporation(VST) | COM | 92840M102 | $3.3M | 21,926 | 0.8% |
| State Street Spdr S&P 500 ETF Trust(SPY) | TR UNIT | 78462F103 | $3.1M | 4,741 | 0.8% |
| CME Group Incorporated(CME) | COM | 12572Q105 | $3.0M | 10,044 | 0.7% |
| Abbvie Incorporated(ABBV) | COM | 00287Y109 | $3.0M | 13,570 | 0.7% |
| Analog Devices Incorporated(ADI) | COM | 032654105 | $2.9M | 9,024 | 0.7% |
| AIR Products and Chemicals Incorporated(APD) | COM | 009158106 | $2.6M | 8,804 | 0.6% |
| Johnson Controls Internation SHS (Ireland)(JCI) | SHS | G51502105 | $2.4M | 18,099 | 0.6% |
| Darden Restaurants Incorporated(DRI) | COM | 237194105 | $2.2M | 11,287 | 0.5% |
| Realty Income Corporation REIT(O) | COM | 756109104 | $2.2M | 35,791 | 0.5% |
| Lululemon Athletica Incorporated(LULU) | COM | 550021109 | $2.1M | 13,718 | 0.5% |
| Advanced Energy Industries(AEIS) | COM | 007973100 | $2.0M | 6,316 | 0.5% |
| Sterling Infrastructure Incorporated(STRL) | COM | 859241101 | $2.0M | 4,855 | 0.5% |
| Powell Industries Incorporated(POWL) | COM | 739128106 | $1.9M | 3,519 | 0.5% |
| Cummins Incorporated(CMI) | COM | 231021106 | $1.9M | 3,535 | 0.5% |