| 1 | NVIDIA CorpNVDA | 6,17% |
| 2 | Apple IncAAPL | 6,15% |
| 3 | Amazon.com IncAMZN | 4,1% |
| 4 | iShares Core S&P 500 ETFIVV | 3,76% |
| 5 | Microsoft CorpMSFT | 3,45% |
| 6 | Alphabet IncGOOG | 3,4% |
| 7 | Advanced Micro Devices IncAMD | 3,29% |
| 8 | Keysight Technologies IncKEYS | 3,06% |
| 9 | Zebra Technologies CorpZBRA | 2,9% |
| 10 | Analog Devices IncADI | 2,88% |
| 11 | JPMORGAN CHASE & CO.JPM | 2,84% |
| 12 | Salesforce IncCRM | 2,41% |
| 13 | Amphenol CorpAPH | 2,41% |
| 14 | iShares U.S. Technology ETFIYW | 2,34% |
| 15 | Cboe Global Markets IncCBOE | 2,32% |
| 16 | West Pharmaceutical Services IncWST | 2,27% |
| 17 | Bank of New York Mellon Corp/TheBNY | 2,23% |
| 18 | IDEX CorpIEX | 2,21% |
| 19 | Arista Networks IncANET | 2,03% |
| 20 | Merck & Co IncMRK | 2,03% |
| 21 | Monolithic Power Systems IncMPWR | 2% |
| 22 | Boston Scientific CorpBSX | 1,96% |
| 23 | Automatic Data Processing IncADP | 1,94% |
| 24 | Palo Alto Networks IncPANW | 1,82% |
| 25 | Visa IncV | 1,62% |
| 26 | Allstate Corp/TheALL | 1,6% |
| 27 | ExxonMobil Holdings CorpXOM | 1,58% |
| 28 | GE AEROSPACEGE | 1,53% |
| 29 | TJX Cos Inc/TheTJX | 1,46% |
| 30 | Public StoragePSA | 1,44% |
| 31 | Costco Wholesale CorpCOST | 1,4% |
| 32 | Align Technology IncALGN | 1,31% |
| 33 | State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL | 1,26% |
| 34 | Alphabet IncGOOGL | 1,22% |
| 35 | State Street SPDR S&P 500 ETF TrustSPY | 1,19% |
| 36 | Eaton Corp PLCETN | 1,17% |
| 37 | Eli Lilly & CoLLY | 1,08% |
| 38 | EOG Resources IncEOG | 1,04% |
| 39 | State Street SPDR Portfolio S&P 500 Growth ETFSPYG | 0,97% |
| 40 | Dover CorpDOV | 0,88% |
| 41 | First American Government Obligations Fund 12/01/2031 | 0,86% |
| 42 | T-Mobile US IncTMUS | 0,79% |
| 43 | Newmont CorpNEM | 0,74% |
| 44 | ServiceNow IncNOW | 0,68% |
| 45 | SempraSRE | 0,65% |
| 46 | AbbVie IncABBV | 0,63% |
| 47 | Marathon Petroleum CorpMPC | 0,61% |
| 48 | Freeport-McMoRan IncFCX | 0,59% |
| 49 | Gilead Sciences IncGILD | 0,52% |
| 50 | Thermo Fisher Scientific IncTMO | 0,41% |
| 51 | Wells Fargo & CoWFC | 0,38% |
| 52 | SLB LtdSLB | 0,36% |
| 53 | Mastercard IncMA | 0,29% |
| 54 | Waste Management IncWM | 0,25% |
| 55 | ResMed IncRMD | 0,2% |
| 56 | Valero Energy CorpVLO | 0,18% |
| 57 | Paychex IncPAYX | 0,18% |
| 58 | Quanta Services IncPWR | 0,14% |
| 59 | Take-Two Interactive Software IncTTWO | 0,11% |
| 60 | Corning IncGLW | 0,11% |
| 61 | Blackrock IncBLK | 0,09% |
| 62 | Texas Instruments IncTXN | 0,09% |
| 63 | US BancorpUSB | 0,09% |
| 64 | Chevron CorpCVX | 0,09% |
| 65 | Applied Materials IncAMAT | 0,07% |
| 66 | Danaher CorpDHR | 0,07% |
| 67 | TE Connectivity PLCTEL | 0,05% |
| 68 | Lam Research CorpLRCX | 0,05% |
| 69 | nVent Electric PLCNVT | 0,02% |
| 70 | Cash & Other | 0,02% |