| Apple Incorporated(AAPL) | COM | 037833100 | $31.5M | 94,504 | 6.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $31.3M | 137,159 | 6.6% |
| Comfort Systems USA Incorporated(FIX) | COM | 199908104 | $26.8M | 16,181 | 5.6% |
| Vanguard Morningstar Growth ETF(VUG) | GROWTH ETF | 922908736 | $24.8M | 275,624 | 5.2% |
| JPMorgan Chase & Company(JPM) | COM | 46625H100 | $16.6M | 50,222 | 3.5% |
| Tesla Incorporated(TSLA) | COM | 88160R101 | $16.0M | 45,154 | 3.4% |
| Amazon COM Incorporated(AMZN) | COM | 023135106 | $15.3M | 61,568 | 3.2% |
| Palantir Technologies Incorporated Class A(PLTR) | CL A | 69608A108 | $14.7M | 78,618 | 3.1% |
| Broadcom Incorporated(AVGO) | COM | 11135F101 | $14.6M | 41,433 | 3.1% |
| Asml Hldg NV N Y Registry SHS (Netherlands)(ASML) | N Y REGISTRY SHS | N07059210 | $13.2M | 7,264 | 2.8% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $13.1M | 14,396 | 2.8% |
| Advanced Micro Devices Incorporated(AMD) | COM | 007903107 | $13.1M | 21,344 | 2.8% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $10.0M | 19,490 | 2.1% |
| Raymond James Finl Incorporated(RJF) | COM | 754730109 | $10.0M | 63,233 | 2.1% |
| Canadian NAT RES Limited MED Term (Canada)(CNQ) | COM | 136385101 | $9.3M | 198,359 | 2.0% |
| Philip Morris International Incorporated(PM) | COM | 718172109 | $8.6M | 44,819 | 1.8% |
| Visa Incorporated COM Class A(V) | COM CL A | 92826C839 | $8.2M | 22,914 | 1.7% |
| Garmin Limited SHS (Switzerland)(GRMN) | SHS | H2906T109 | $8.2M | 28,635 | 1.7% |
| Marathon Pete Corporation(MPC) | COM | 56585A102 | $7.2M | 18,188 | 1.5% |
| Union PAC Corporation(UNP) | COM | 907818108 | $7.0M | 25,841 | 1.5% |
| Netflix Incorporated.(NFLX) | COM | 64110L106 | $6.2M | 89,565 | 1.3% |
| ELI Lilly & Company(LLY) | COM | 532457108 | $5.8M | 5,007 | 1.2% |
| Meta Platforms Incorporated Class A(META) | CL A | 30303M102 | $5.8M | 7,965 | 1.2% |
| Home Depot Incorporated(HD) | COM | 437076102 | $5.5M | 19,349 | 1.2% |
| Eaton Corporation PLC SHS (Ireland)(ETN) | SHS | G29183103 | $4.4M | 10,154 | 0.9% |
| Motorola Solutions Incorporated COM New(MSI) | COM NEW | 620076307 | $4.2M | 9,495 | 0.9% |
| Cadence Design System Incorporated(CDNS) | COM | 127387108 | $4.2M | 12,655 | 0.9% |
| Chubb Limited (Switzerland)(CB) | COM | H1467J104 | $4.1M | 12,590 | 0.9% |
| Abbvie Incorporated(ABBV) | COM | 00287Y109 | $4.0M | 15,285 | 0.8% |
| Emcor Group Incorporated(EME) | COM | 29084Q100 | $3.9M | 5,152 | 0.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.9M | 14,662 | 0.8% |
| Walmart Incorporated(WMT) | COM | 931142103 | $3.9M | 37,174 | 0.8% |
| Berkshire Hathaway Incorporated del Class B New(BRK/B) | CL B NEW | 084670702 | $3.8M | 7,694 | 0.8% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $3.8M | 27,666 | 0.8% |
| Analog Devices Incorporated(ADI) | COM | 032654105 | $3.6M | 9,173 | 0.8% |
| State Street Spdr S&P 500 ETF Trust(SPY) | TR UNIT | 78462F103 | $3.6M | 4,755 | 0.8% |
| Old Dominion Freight Line Incorporated(ODFL) | COM | 679580100 | $3.6M | 20,487 | 0.8% |
| Astera Labs Incorporated(ALAB) | COM | 04626A103 | $3.4M | 9,449 | 0.7% |
| Vistra Corporation(VST) | COM | 92840M102 | $3.3M | 23,547 | 0.7% |
| CME Group Incorporated(CME) | COM | 12572Q105 | $2.9M | 11,011 | 0.6% |
| AIR Products and Chemicals Incorporated(APD) | COM | 009158106 | $2.7M | 9,824 | 0.6% |
| Johnson Controls Internation SHS (Ireland)(JCI) | SHS | G51502105 | $2.7M | 18,058 | 0.6% |
| Sterling Infrastructure Incorporated(STRL) | COM | 859241101 | $2.5M | 5,155 | 0.5% |
| IES Holdings Incorporated(IESC) | COM | 44951W106 | $2.5M | 7,818 | 0.5% |
| Vanguard Index Funds S&P 500 ETF SHS New(VOO) | S&P 500 ETF SHS | 922908363 | $2.5M | 3,524 | 0.5% |
| Darden Restaurants Incorporated(DRI) | COM | 237194105 | $2.4M | 12,238 | 0.5% |
| Ishares TR Core Msci Eafe(IEFA) | CORE MSCI EAFE | 46432F842 | $2.3M | 24,256 | 0.5% |
| Powell Industries Incorporated(POWL) | COM | 739128106 | $2.2M | 12,044 | 0.5% |
| Pacs Group Incorporated COM SHS(PACS) | COM SHS | 69380Q107 | $2.2M | 52,517 | 0.5% |
| Advanced Energy Industries(AEIS) | COM | 007973100 | $2.2M | 7,676 | 0.5% |