| Comfort Systems USA Incorporated(FIX) | COM | 199908104 | $31.9M | 16,094 | 7.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $27.2M | 135,869 | 5.9% |
| Apple Incorporated(AAPL) | COM | 037833100 | $27.0M | 93,355 | 5.9% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $23.7M | 275,181 | 5.2% |
| Tesla Incorporated(TSLA) | COM | 88160R101 | $18.2M | 43,340 | 4.0% |
| JPMorgan Chase & Company(JPM) | COM | 46625H100 | $16.3M | 49,713 | 3.5% |
| Broadcom Incorporated(AVGO) | COM | 11135F101 | $15.4M | 40,885 | 3.4% |
| Asml Holding NV (Netherlands)(ASML) | N Y REGISTRY SHS | N07059210 | $14.4M | 7,216 | 3.1% |
| Amazon COM Incorporated(AMZN) | COM | 023135106 | $14.2M | 59,370 | 3.1% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $13.0M | 13,864 | 2.8% |
| Raymond James Finl Incorporated(RJF) | COM | 754730109 | $9.4M | 62,013 | 2.1% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $8.9M | 76,625 | 1.9% |
| Berkshire Hathaway Incorporated del Class B New(BRK/B) | CL B NEW | 084670702 | $8.8M | 17,662 | 1.9% |
| Philip Morris International Incorporated(PM) | COM | 718172109 | $8.0M | 44,271 | 1.7% |
| Canadian NAT RES Limited MED Term (Canada)(CNQ) | COM | 136385101 | $7.7M | 193,805 | 1.7% |
| Visa Incorporated COM Class A(V) | COM CL A | 92826C839 | $7.6M | 22,232 | 1.7% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $6.7M | 17,901 | 1.5% |
| Home Depot Incorporated(HD) | COM | 437076102 | $6.2M | 17,587 | 1.4% |
| Netflix Incorporated.(NFLX) | COM | 64110L106 | $6.1M | 85,160 | 1.3% |
| ELI Lilly & Company(LLY) | COM | 532457108 | $5.9M | 4,914 | 1.3% |
| Union PAC Corporation(UNP) | COM | 907818108 | $5.6M | 20,698 | 1.2% |
| Marathon Pete Corporation(MPC) | COM | 56585A102 | $4.7M | 18,461 | 1.0% |
| Cadence Design System Incorporated(CDNS) | COM | 127387108 | $4.6M | 12,207 | 1.0% |
| Astera Labs Incorporated(ALAB) | COM | 04626A103 | $4.5M | 9,349 | 1.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $4.5M | 14,341 | 1.0% |
| Meta Platforms Incorporated Class A(META) | CL A | 30303M102 | $4.3M | 7,708 | 0.9% |
| Garmin Limited SHS (Switzerland)(GRMN) | SHS | H2906T109 | $4.3M | 18,270 | 0.9% |
| Eaton Corporation PLC SHS (Ireland)(ETN) | SHS | G29183103 | $4.2M | 9,775 | 0.9% |
| Old Dominion Freight Line Incorporated(ODFL) | COM | 679580100 | $4.1M | 19,044 | 0.9% |
| Chubb Limited (Switzerland)(CB) | COM | H1467J104 | $4.1M | 12,078 | 0.9% |
| Walmart Inc(WMT) | COM | 931142103 | $4.0M | 35,657 | 0.9% |
| Emcor Group Incorporated(EME) | COM | 29084Q100 | $4.0M | 4,824 | 0.9% |
| Sterling Infrastructure Incorporated(STRL) | COM | 859241101 | $3.9M | 4,674 | 0.9% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $3.8M | 26,258 | 0.8% |
| Motorola Solutions Incorporated COM New(MSI) | COM NEW | 620076307 | $3.8M | 9,046 | 0.8% |
| Abbvie Incorporated(ABBV) | COM | 00287Y109 | $3.7M | 14,557 | 0.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.7M | 14,383 | 0.8% |
| Analog Devices Incorporated(ADI) | COM | 032654105 | $3.6M | 9,024 | 0.8% |
| State Street Spdr S&P 500 ETF Trust(SPY) | TR UNIT | 78462F103 | $3.5M | 4,743 | 0.8% |
| Vistra Corporation(VST) | COM | 92840M102 | $3.5M | 22,127 | 0.8% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $3.5M | 25,371 | 0.8% |
| Mcdonalds Corporation(MCD) | COM | 580135101 | $3.3M | 12,252 | 0.7% |
| Powell Industries Incorporated(POWL) | COM | 739128106 | $3.1M | 10,740 | 0.7% |
| AIR Products and Chemicals Incorporated(APD) | COM | 009158106 | $2.7M | 9,357 | 0.6% |
| IES Holdings Incorporated(IESC) | COM | 44951W106 | $2.7M | 3,710 | 0.6% |
| Johnson Controls Internation SHS (Ireland)(JCI) | SHS | G51502105 | $2.6M | 17,829 | 0.6% |
| Advanced Energy Industries(AEIS) | COM | 007973100 | $2.6M | 6,934 | 0.6% |
| Cummins Incorporated(CMI) | COM | 231021106 | $2.5M | 3,550 | 0.6% |
| Darden Restaurants Incorporated(DRI) | COM | 237194105 | $2.4M | 11,764 | 0.5% |
| Vertiv Holdings Company COM Class A(VRT) | COM CL A | 92537N108 | $2.3M | 7,006 | 0.5% |