| 1 | NVIDIA CorpNVDA | 8,66% |
| 2 | Alphabet IncGOOGL | 5,51% |
| 3 | Microsoft CorpMSFT | 5,18% |
| 4 | Apple IncAAPL | 4,96% |
| 5 | Micron Technology IncMU | 4,84% |
| 6 | Arista Networks IncANET | 4,75% |
| 7 | Palantir Technologies IncPLTR | 4,6% |
| 8 | Expedia Group IncEXPE | 4,48% |
| 9 | Amazon.com IncAMZN | 4,15% |
| 10 | StoneX Group IncSNEX | 4% |
| 11 | AerCap Holdings NVAER | 3,45% |
| 12 | Capital One Financial CorpCOF | 3,22% |
| 13 | Citigroup IncC | 2,61% |
| 14 | Goldman Sachs Group Inc/TheGS | 2,52% |
| 15 | Edison InternationalEIX | 1,75% |
| 16 | Talos Energy IncTALO | 1,63% |
| 17 | Eldorado Gold CorpEGO | 1,53% |
| 18 | CareDx IncCDNA | 1,52% |
| 19 | AnaptysBio IncANAB | 1,18% |
| 20 | Ralph Lauren CorpRL | 1,08% |
| 21 | PG&E CorpPCG | 0,94% |
| 22 | State Street CorpSTT | 0,93% |
| 23 | Advanced Micro Devices IncAMD | 0,91% |
| 24 | Dycom Industries IncDY | 0,86% |
| 25 | MARVELL TECHNOLOGY INCMRVL | 0,83% |
| 26 | Insmed IncINSM | 0,77% |
| 27 | Virtu Financial IncVIRT | 0,69% |
| 28 | PayPal Holdings IncPYPL | 0,68% |
| 29 | James Hardie Industries PLCJHX | 0,67% |
| 30 | Novocure LtdNVCR | 0,66% |
| 31 | Super Micro Computer IncSMCI | 0,65% |
| 32 | Adobe IncADBE | 0,65% |
| 33 | Apollo Global Management IncAPO | 0,64% |
| 34 | Target CorpTGT | 0,64% |
| 35 | Adaptive Biotechnologies CorpADPT | 0,6% |
| 36 | Incyte CorpINCY | 0,59% |
| 37 | Interface IncTILE | 0,59% |
| 38 | Jones Lang LaSalle IncJLL | 0,58% |
| 39 | United Airlines Holdings IncUAL | 0,56% |
| 40 | Heritage Insurance Holdings IncHRTG | 0,56% |
| 41 | Travere Therapeutics IncTVTX | 0,56% |
| 42 | Astronics CorpATRO | 0,55% |
| 43 | Coca-Cola Consolidated IncCOKE | 0,54% |
| 44 | Wolverine World Wide IncWWW | 0,53% |
| 45 | Kennametal IncKMT | 0,52% |
| 46 | Cleveland-Cliffs IncCLF | 0,52% |
| 47 | WESCO International IncWCC | 0,51% |
| 48 | FabrinetFN | 0,51% |
| 49 | elf Beauty IncELF | 0,51% |
| 50 | Bread Financial Holdings IncBFH | 0,51% |
| 51 | Spotify Technology SASPOT | 0,51% |
| 52 | Albemarle CorpALB | 0,5% |
| 53 | Sterling Infrastructure IncSTRL | 0,5% |
| 54 | BXP IncBXP | 0,5% |
| 55 | Primo Brands CorpPRMB | 0,5% |
| 56 | DARLING INGREDIENTS INCDAR | 0,49% |
| 57 | FirstService CorpFSV | 0,49% |
| 58 | Coca-Cola Europacific Partners PLCCCEP | 0,49% |
| 59 | Bridgebio Pharma IncBBIO | 0,48% |
| 60 | Monster Beverage CorpMNST | 0,45% |
| 61 | Cimpress PLCCMPR | 0,45% |
| 62 | Zoom Communications IncZM | 0,41% |
| 63 | Pinterest IncPINS | 0,4% |
| 64 | Dollar General CorpDG | 0,4% |
| 65 | Andersons Inc/TheANDE | 0,4% |
| 66 | Deluxe CorpDLX | 0,4% |
| 67 | Northern Trust CorpNTRS | 0,4% |
| 68 | TKO Group Holdings IncTKO | 0,39% |
| 69 | V2X IncVVX | 0,39% |
| 70 | Sysco CorpSYY | 0,39% |
| 71 | First American Government Obligations Fund 12/01/2031 | 0,27% |
| 72 | Cash & Other | -0,1% |