| Sprouts Fmrs MKT Inc COM(SFM) | Stock | 85208M102 | $4.5M | 68,126 | 2.3% |
| Zoetis Inc CL A(ZTS) | Stock | 98978V103 | $4.9M | 69,586 | 2.5% |
| Vanguard Intermediate-Term Corporate Bond ETF(VCIT) | ETF | 92206C870 | $5.1M | 65,089 | 2.6% |
| Sterling Infrastructure Inc COM(STRL) | Stock | 859241101 | $5.1M | 10,394 | 2.6% |
| Caterpillar Inc COM(CAT) | Stock | 149123101 | $5.3M | 6,524 | 2.7% |
| L3harris Technologies Inc COM(LHX) | Stock | 502431109 | $5.3M | 22,361 | 2.7% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $5.7M | 73,585 | 2.9% |
| Apollo Global Mgmt Inc COM(APO) | Stock | 03769M106 | $5.8M | 50,020 | 3.0% |
| Viper Energy Inc CL A(VNOM) | Stock | 64361Q101 | $5.9M | 146,856 | 3.0% |
| Autozone Inc COM(AZO) | Stock | 053332102 | $6.1M | 2,139 | 3.1% |
| Occidental Pete Corp COM(OXY) | Stock | 674599105 | $6.1M | 109,473 | 3.1% |
| Nelnet Inc CL A(NNI) | Stock | 64031N108 | $6.5M | 53,067 | 3.3% |
| Asml Hldg NV N Y Registry SHS(ASML) | ADR | N07059210 | $7.3M | 4,016 | 3.7% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $7.7M | 29,305 | 3.9% |
| SS&C Tech Hldgs COM(SSNC) | Stock | 78467J100 | $8.1M | 104,996 | 4.1% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $9.3M | 8,049 | 4.7% |
| Arista Networks Inc COM SHS(ANET) | Stock | 040413205 | $13.6M | 66,755 | 6.9% |