| 1 | NVIDIA CorpNVDA | 5,42% |
| 2 | Apple IncAAPL | 4,73% |
| 3 | Alphabet IncGOOGL | 4,14% |
| 4 | Microsoft CorpMSFT | 3,79% |
| 5 | Micron Technology IncMU | 2,2% |
| 6 | Illumina IncILMN | 2,18% |
| 7 | Advanced Micro Devices IncAMD | 1,95% |
| 8 | Lam Research CorpLRCX | 1,89% |
| 9 | Dell Technologies IncDELL | 1,73% |
| 10 | Valero Energy CorpVLO | 1,73% |
| 11 | Applied Materials IncAMAT | 1,69% |
| 12 | Amazon.com IncAMZN | 1,67% |
| 13 | F5 IncFFIV | 1,62% |
| 14 | Twilio IncTWLO | 1,5% |
| 15 | NetApp IncNTAP | 1,49% |
| 16 | Synchrony FinancialSYF | 1,49% |
| 17 | Lattice Semiconductor CorpLSCC | 1,44% |
| 18 | ATI IncATI | 1,34% |
| 19 | Booking Holdings IncBKNG | 1,25% |
| 20 | Exelixis IncEXEL | 1,24% |
| 21 | Tenet Healthcare CorpTHC | 1,23% |
| 22 | Lumentum Holdings IncLITE | 1,22% |
| 23 | VeriSign IncVRSN | 1,21% |
| 24 | MARVELL TECHNOLOGY INCMRVL | 1,21% |
| 25 | Pinterest IncPINS | 1,18% |
| 26 | RenaissanceRe Holdings LtdRNR | 1,12% |
| 27 | Expedia Group IncEXPE | 1,11% |
| 28 | HF Sinclair CorpDINO | 1,09% |
| 29 | BorgWarner IncBWA | 1,04% |
| 30 | Mastercard IncMA | 1% |
| 31 | Visa IncV | 1% |
| 32 | Travelers Cos Inc/TheTRV | 0,98% |
| 33 | Tapestry IncTPR | 0,96% |
| 34 | US BancorpUSB | 0,94% |
| 35 | Royal Bank of CanadaRY | 0,93% |
| 36 | Maplebear IncCART | 0,93% |
| 37 | Regions Financial CorpRF | 0,91% |
| 38 | Warner Music Group CorpWMG | 0,91% |
| 39 | Magna International IncMGA | 0,9% |
| 40 | nVent Electric PLCNVT | 0,89% |
| 41 | Citizens Financial Group IncCFG | 0,88% |
| 42 | JB Hunt Transport Services IncJBHT | 0,87% |
| 43 | Hartford Insurance Group Inc/TheHIG | 0,86% |
| 44 | CF Industries Holdings IncCF | 0,86% |
| 45 | Caterpillar IncCAT | 0,85% |
| 46 | Delta Air Lines IncDAL | 0,85% |
| 47 | Centene CorpCNC | 0,84% |
| 48 | Fortinet IncFTNT | 0,84% |
| 49 | Cardinal Health IncCAH | 0,83% |
| 50 | Jabil IncJBL | 0,82% |
| 51 | Ameriprise Financial IncAMP | 0,82% |
| 52 | Crowdstrike Holdings IncCRWD | 0,81% |
| 53 | Airbnb IncABNB | 0,8% |
| 54 | Docusign IncDOCU | 0,78% |
| 55 | HP IncHPQ | 0,78% |
| 56 | Target CorpTGT | 0,75% |
| 57 | Okta IncOKTA | 0,75% |
| 58 | Linde PLCLIN | 0,75% |
| 59 | Vertex Pharmaceuticals IncVRTX | 0,75% |
| 60 | Cognizant Technology Solutions CorpCTSH | 0,74% |
| 61 | M&T Bank CorpMTB | 0,73% |
| 62 | eBay IncEBAY | 0,71% |
| 63 | Trane Technologies PLCTT | 0,69% |
| 64 | Marathon Petroleum CorpMPC | 0,69% |
| 65 | KeyCorpKEY | 0,67% |
| 66 | Bank of America CorpBAC | 0,66% |
| 67 | Allstate Corp/TheALL | 0,65% |
| 68 | Applied Industrial Technologies IncAIT | 0,64% |
| 69 | Dynatrace IncDT | 0,62% |
| 70 | Automatic Data Processing IncADP | 0,62% |
| 71 | APA CorpAPA | 0,6% |
| 72 | Newmont CorpNEM | 0,59% |
| 73 | Bristol-Myers Squibb CoBMY | 0,58% |
| 74 | Halozyme Therapeutics IncHALO | 0,58% |
| 75 | Ecolab IncECL | 0,57% |
| 76 | United Therapeutics CorpUTHR | 0,57% |
| 77 | Costco Wholesale CorpCOST | 0,56% |
| 78 | Adobe IncADBE | 0,56% |
| 79 | SharkNinja IncSN | 0,54% |
| 80 | Phillips 66PSX | 0,54% |
| 81 | AramarkARMK | 0,53% |
| 82 | Neurocrine Biosciences IncNBIX | 0,52% |
| 83 | Teradyne IncTER | 0,52% |
| 84 | Carlisle Cos IncCSL | 0,5% |
| 85 | Manhattan Associates IncMANH | 0,5% |
| 86 | Comcast CorpCMCSA | 0,48% |
| 87 | Capital One Financial CorpCOF | 0,48% |
| 88 | Arch Capital Group LtdACGL | 0,48% |
| 89 | CNA Financial CorpCNA | 0,43% |
| 90 | Edwards Lifesciences CorpEW | 0,42% |
| 91 | Deutsche Bank AGDB | 0,41% |
| 92 | IES Holdings IncIESC | 0,39% |
| 93 | Carpenter Technology CorpCRS | 0,36% |
| 94 | First American Government Obligations Fund 12/01/2031 | 0,14% |
| 95 | Cash & Other | 0% |
