3M COCOM88579Y1012677601631SHSOLE001631 ABBOTT LABORATORIESCOM0028241003992734040SHSOLE004040 ABBVIE INCCOM00287Y10910591784049SHSOLE004049 ACCENTURE PLC IRELANDSHS CLASS AG1151C10111609156331SHSOLE006331 ADOBE INCCOM00724F1016799902834SHSOLE002834 ADVANCED MICRO DEVICES INCCOM007903107343197561SHSOLE00561 ALLIANCEBERNSTEIN HLDG L PUNIT LTD PARTN01881G1062706347759SHSOLE007759 ALPHABET INCCAP STK CL C02079K10724523107197SHSOLE007197 AMAZON COM INCCOM02313510610304844136SHSOLE004136 APPLE INCCOM037833100366887011017SHSOLE0011017 ARES CAPITAL CORPCOM04010L10320438910701SHSOLE0010701 ARM HOLDINGS PLCSPONSORED ADS042068205312948710804SHSOLE0010804 ASML HLDG NVN Y REGISTRY SHSN0705921038280592113SHSOLE002113 AT&T INCCOM00206R10258309123897SHSOLE0023897 AZENTA INCCOM1143401022924488382SHSOLE008382 BADGER METER INCCOM0565251086170824995SHSOLE004995 BELDEN INCCOM0774541066570786088SHSOLE006088 BHP BILLITON LIMITEDSPONSORED ADS0886061082369582793SHSOLE002793 BLACKSTONE INCCOM09260D1076769126039SHSOLE006039 BLOOM ENERGY CORPCOM CL A093712107442337115970SHSOLE0015970 BOEING COCOM09702310513168627078SHSOLE007078 BRADY CORPCL A1046741063228563867SHSOLE003867 BROADCOM INCCOM11135F1019499692705SHSOLE002705 BROADRIDGE FINL SOLUTIONS INCOM11133T1036444004000SHSOLE004000 CARDINAL HEALTH INCCOM14149Y1086056452722SHSOLE002722 CARNIVAL CORP LTDCOMMON SHARESG2004J10337774415393SHSOLE0015393 CHEWY INCCL A16679L10918214610008SHSOLE0010008 CISCO SYS INCCOM17275R1024756174419SHSOLE004419 COHERENT CORPCOM19247G1071104758738385SHSOLE0038385 COMCAST CORP NEWCL A20030N10157733626532SHSOLE0026532 COMPANHIA DE SANEAMENTO BASISPONSORED ADR20441A1026565812365SHSOLE0012365 CORNING INCCOM219350105322004220942SHSOLE0020942 COSTCO WHOLESALE CORPORATIONCOM22160K1059663571062SHSOLE001062 CROWDSTRIKE HLDGS INCCL A22788C10515535535868SHSOLE005868 CVS HEALTH CORPCOM126650100111225612980SHSOLE0012980 DELL TECHNOLOGIES INCCL C24703L202814725315145SHSOLE0015145 DICKS SPORTING GOODS INCCOM2533931027308065442SHSOLE005442 DISNEY WALT COCOM2546871066788046471SHSOLE006471 EATON CORP PLCSHSG29183103323142752SHSOLE00752 ENBRIDGE INCCOM29250N1052529065440SHSOLE005440 ENERGY TRANSFER L PCOM UT LTD PTN29273V10029637214991SHSOLE0014991 ENPRO INCCOM29355X10723569777696SHSOLE007696 ENTERPRISE PRODS PARTNERS LCOM29379210789936625256SHSOLE0025256 EVERPURE INCCL A74624M102232435317773SHSOLE0017773 EXXONMOBIL HOLDINGS CORPCOM SHS30233Q1083515402160SHSOLE002160 FACTSET RESH SYS INCCOM3030751053350081241SHSOLE001241 FEDEX CORPCOM31428X1063221521130SHSOLE001130 FIDELITY NATL FINL INCCOM SHS31620R30372832118844SHSOLE0018844 FIRST SOLAR INCCOM33643310712798947307SHSOLE007307 GE VERNOVA INCCOM36828A101290850306SHSOLE00306 GEN DIGITAL INCCOM66877110839486317932SHSOLE0017932 GENERAC HLDGS INCCOM3687361049134774414SHSOLE004414 GENERAL MTRS COCOM37045V100147732219186SHSOLE0019186 GLAUKOS CORPCOM3773221028707005303SHSOLE005303 HARMONIC INCCOM41316010260094856908SHSOLE0056908 HEALTHCARE SVCS GROUP INCCOM42190610827495013445SHSOLE0013445 HEWLETT PACKARD ENTERPRISE CCOM42824C1094769397465SHSOLE007465 HONEYWELL AEROSPACE INCCOM43849R1054557672941SHSOLE002941 HOWMET AEROSPACE INCCOM44320110814882646580SHSOLE006580 ILLUMINA INCCOM4523271094326881581SHSOLE001581 INTEGER HLDGS CORPCOM45826H109384217730409SHSOLE0030409 INTEL CORPCOM458140100330101127456SHSOLE0027456 INTERNATIONAL BUSINESS MACHSCOM45920010111557325255SHSOLE005255 INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3577195413459SHSOLE003459 INVESCO LTDSHSG491BT10838508312768SHSOLE0012768 INVESCO QQQ TRUNIT SER 146090E10319559882644SHSOLE002644 ISHARES TR20 YR TR BD ETF464287432142104118270SHSOLE0018270 ISHARES TRRUSSELL 2000 ETF464287655294480010597SHSOLE0010597 JAMES HARDIE INDS PLCORD SHSG4253H10162692924770SHSOLE0024770 JAZZ PHARMACEUTICALS PLCSHS USDG508711057408643200SHSOLE003200 JOHNSON CONTROLS INTERNATIONSHSG5150210510099286794SHSOLE006794 KENNAMETAL INCCOM48917010050834716537SHSOLE0016537 KEURIG DR PEPPER INCCOM49271V10093237930731SHSOLE0030731 KRAFT HEINZ COCOM50075410643606119193SHSOLE0019193 L3HARRIS TECHNOLOGIES INCCOM5024311093312551399SHSOLE001399 LAM RESEARCH CORPCOM NEW5128073067227222200SHSOLE002200 MAPLEBEAR INCCOM5653941032713116292SHSOLE006292 MARVELL TECHNOLOGY INCCOM573874104489475418526SHSOLE0018526 MERCK & CO INCCOM58933Y105159303410963SHSOLE0010963 META PLATFORMS INCCL A30303M102250912346SHSOLE00346 MICROSOFT CORPCOM59491810428538695564SHSOLE005564 MOTOROLA SOLUTIONS INCCOM NEW62007630712777042865SHSOLE002865 MSC INDL DIRECT INCCL A5535301064337623506SHSOLE003506 MUELLER WTR PRODS INCCOM SER A62475810827507912951SHSOLE0012951 NETFLIX INC.COM64110L10688617112736SHSOLE0012736 NOVO-NORDISK A SADR67010020587735123143SHSOLE0023143 NVIDIA CORPORATIONCOM67066G104278168812180SHSOLE0012180 NXP SEMICONDUCTORS N VCOMN6596X10911159164698SHSOLE004698 ON SEMICONDUCTOR CORPCOM6821891053214704182SHSOLE004182 ORMAT TECHNOLOGIES INCCOM6866881022065842258SHSOLE002258 OVINTIV INCCOM69047Q1022150903720SHSOLE003720 PALANTIR TECHNOLOGIES INCCL A69608A108215425511517SHSOLE0011517 PALO ALTO NETWORKS INCCOM6974351054298891082SHSOLE001082 PEMBINA PIPELINE CORPCOM7063271033882038708SHSOLE008708 PEPSICO INCCOM7134481084326223414SHSOLE003414 QORVO INCCOM74736K1013664503201SHSOLE003201 QUALCOMM INCCOM747525103280108915220SHSOLE0015220 QXO INCCOM NEW82846H40575353764460SHSOLE0064460 RTX CORPORATIONCOM75513E1013297141776SHSOLE001776 SALESFORCE INCCOM79466L3022534451104SHSOLE001104 SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103903893980SHSOLE00980 SEMTECH CORPCOM816850101331766718602SHSOLE0018602 SENSATA TECHNOLOGIES HLDG PLSHSG8060N102138324133283SHSOLE0033283 SHARKNINJA INCCOM SHSG8068L108181146710057SHSOLE0010057 SHOPIFY INCCL A SUB VTG SHS82509L1074603233104SHSOLE003104 SLB LIMITEDCOM STK80685710899208520363SHSOLE0020363 SOLSTICE ADVANCED MATLS INCCOM SHS83443Q10394983716865SHSOLE0016865 STATE STR SPDR DOW JONES INDUT SER 178467X10910877882139SHSOLE002139 STATE STR SPDR S&P 500 ETF TTR UNIT78462F10314268811871SHSOLE001871 STERLING INFRASTRUCTURE INCCOM85924110118933533850SHSOLE003850 STMICROELECTRONICS N VNY REGISTRY861012102229917643088SHSOLE0043088 SYMBOTIC INCCLASS A COM87151X10185763920386SHSOLE0020386 T-MOBILE US INCCOM8725901045831743576SHSOLE003576 TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS87403910015542393407SHSOLE003407 TECK RESOURCES LTDCL B8787422043765165723SHSOLE005723 TESLA INCCOM88160R10112879603630SHSOLE003630 TOWER SEMICONDUCTOR LTDSHS NEWM87915274372871516395SHSOLE0016395 TRAVEL PLUS LEISURE COCOM8941641023615685844SHSOLE005844 TREX INCCOM89531P1052346145386SHSOLE005386 TTM TECHNOLOGIES INCCOM87305R109142199611576SHSOLE0011576 TUTOR PERINI CORPCOM901109108120834014643SHSOLE0014643 VALE S ASPONSORED ADS91912E10592950169314SHSOLE0069314 VANECK ETF TRUSTSEMICONDUCTR ETF92189F67624022663945SHSOLE003945 VANGUARD INDEX FDSS&P 500 ETF SHS922908363564196805SHSOLE00805 VANGUARD INDEX FDSMRNGSTR MID CAP9229086292487483172SHSOLE003172 VANGUARD INDEX FDSMRNGSTR TTL STK9229087696062691620SHSOLE001620 VANGUARD WORLD FDMRNGSTR MEGA CAP9219108166290946790SHSOLE006790 VEECO INSTRS INC DELCOM92241710098028718888SHSOLE0018888 VERIZON COMMUNICATIONS INCCOM92343V10497226121196SHSOLE0021196 VERTEX PHARMACEUTICALS INCCOM92532F10022815434364SHSOLE004364 WATTS WATER TECHNOLOGIES INCCL A94274910211992533386SHSOLE003386 WOODSIDE ENERGY GROUP LTDSPONSORED ADR980228308124642056221SHSOLE0056221 WYNDHAM HOTELS & RESORTS INCCOM98311A1055395187510SHSOLE007510 XYLEM INCCOM98419M100150448214856SHSOLE0014856