| 1 | NVIDIA CorpNVDA | 8,46% |
| 2 | Alphabet IncGOOGL | 5,77% |
| 3 | Microsoft CorpMSFT | 5,27% |
| 4 | Citigroup IncC | 4,91% |
| 5 | Expedia Group IncEXPE | 4,56% |
| 6 | Micron Technology IncMU | 4,35% |
| 7 | Apple IncAAPL | 4,19% |
| 8 | Amazon.com IncAMZN | 4,09% |
| 9 | Target CorpTGT | 3,87% |
| 10 | Capital One Financial CorpCOF | 3,86% |
| 11 | Palantir Technologies IncPLTR | 3,11% |
| 12 | Arista Networks IncANET | 2,97% |
| 13 | StoneX Group IncSNEX | 2,37% |
| 14 | AerCap Holdings NVAER | 2,14% |
| 15 | Fortinet IncFTNT | 1,98% |
| 16 | Insmed IncINSM | 1,9% |
| 17 | PayPal Holdings IncPYPL | 1,87% |
| 18 | Edison InternationalEIX | 1,87% |
| 19 | United Airlines Holdings IncUAL | 1,73% |
| 20 | Ralph Lauren CorpRL | 1,67% |
| 21 | Talos Energy IncTALO | 1,42% |
| 22 | Cimpress PLCCMPR | 1,24% |
| 23 | AnaptysBio IncANAB | 1,24% |
| 24 | PG&E CorpPCG | 1,18% |
| 25 | Kennametal IncKMT | 1% |
| 26 | Charles Schwab Corp/TheSCHW | 1% |
| 27 | Spotify Technology SASPOT | 0,98% |
| 28 | Tapestry IncTPR | 0,88% |
| 29 | DARLING INGREDIENTS INCDAR | 0,87% |
| 30 | Sysco CorpSYY | 0,82% |
| 31 | Jones Lang LaSalle IncJLL | 0,82% |
| 32 | Goldman Sachs Group Inc/TheGS | 0,77% |
| 33 | CareDx IncCDNA | 0,69% |
| 34 | BXP IncBXP | 0,66% |
| 35 | Eldorado Gold CorpEGO | 0,64% |
| 36 | Adaptive Biotechnologies CorpADPT | 0,61% |
| 37 | Travere Therapeutics IncTVTX | 0,58% |
| 38 | V2X IncVVX | 0,55% |
| 39 | Incyte CorpINCY | 0,54% |
| 40 | Astronics CorpATRO | 0,54% |
| 41 | Camtek Ltd/IsraelCAMT | 0,54% |
| 42 | Enova International IncENVA | 0,54% |
| 43 | MARVELL TECHNOLOGY INCMRVL | 0,52% |
| 44 | Albemarle CorpALB | 0,51% |
| 45 | Wolverine World Wide IncWWW | 0,51% |
| 46 | Novocure LtdNVCR | 0,51% |
| 47 | XPO IncXPO | 0,5% |
| 48 | Bread Financial Holdings IncBFH | 0,5% |
| 49 | Sterling Infrastructure IncSTRL | 0,5% |
| 50 | FirstService CorpFSV | 0,5% |
| 51 | James Hardie Industries PLCJHX | 0,49% |
| 52 | FabrinetFN | 0,49% |
| 53 | WESCO International IncWCC | 0,49% |
| 54 | Chefs' Warehouse Inc/TheCHEF | 0,49% |
| 55 | Brookfield CorpBN | 0,49% |
| 56 | Adobe IncADBE | 0,49% |
| 57 | Barrick Mining CorpB | 0,49% |
| 58 | Bridgebio Pharma IncBBIO | 0,48% |
| 59 | Allstate Corp/TheALL | 0,48% |
| 60 | Primo Brands CorpPRMB | 0,46% |
| 61 | Liquidia CorpLQDA | 0,4% |
| 62 | Advanced Micro Devices IncAMD | 0,4% |
| 63 | Andersons Inc/TheANDE | 0,39% |
| 64 | TKO Group Holdings IncTKO | 0,39% |
| 65 | Dycom Industries IncDY | 0,36% |
| 66 | First American Government Obligations Fund 12/01/2031 | 0,07% |
| 67 | Cash & Other | 0,06% |