ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5845102 31876 SH SOLE 28342 0 3534 JOHNSON CONTROLS INTERNATION SHS G51502105 284962 1917 SH SOLE 1917 0 0 MEDTRONIC PLC SHS G5960L103 2485152 28800 SH SOLE 25950 0 2850 NU HLDGS LTD ORD SHS CL A G6683N103 21423083 1692187 SH SOLE 1324742 0 367445 VALARIS LTD CL A G9460G101 2173355 27679 SH SOLE 24338 0 3341 XP INC CL A G98239109 211525 10075 SH SOLE 5600 0 4475 GARMIN LTD SHS H2906T109 3707407 12925 SH SOLE 12325 0 600 ON HLDG AG NAMEN AKT A H5919C104 3194149 107874 SH SOLE 69360 0 38514 TRANSOCEAN LTD REGISTERED SHS H8817H100 1886819 360080 SH SOLE 317530 0 42550 BIRKENSTOCK HOLDING PLC COM SHS M2029K104 2332029 71954 SH SOLE 58072 0 13882 ASML HLDG NV N Y REGISTRY SHS N07059210 5252031 2899 SH SOLE 2646 0 253 NEBIUS GROUP N.V. SHS CLASS A N97284108 35361478 149913 SH SOLE 127168 0 22745 AT&T INC COM 00206R102 523380 21450 SH SOLE 4950 0 16500 ABBOTT LABORATORIES COM 002824100 1027239 10394 SH SOLE 7358 0 3036 ABBVIE INC COM 00287Y109 5980994 22864 SH SOLE 16141 0 6723 ABERCROMBIE & FITCH CO CL A 002896207 267360 1985 SH SOLE 750 0 1235 ADOBE INC COM 00724F101 12818241 53423 SH SOLE 37094 0 16329 AECOM COM 00766T100 298582 5065 SH SOLE 3265 0 1800 ADVANCED MICRO DEVICES INC COM 007903107 19288793 31530 SH SOLE 25095 0 6435 AGILENT TECHNOLOGIES INC COM 00846U101 585854 3400 SH SOLE 2275 0 1125 AIRBNB INC COM CL A 009066101 10631817 66180 SH SOLE 50120 0 16060 ALIGN TECHNOLOGY INC COM 016255101 9298766 63975 SH SOLE 49120 0 14855 ALLOGENE THERAPEUTICS INC COM 019770106 26446 16529 SH SOLE 0 0 16529 ALPHA METALLURGICAL RESOUR I COM 020764106 1916867 11395 SH SOLE 10127 0 1268 ALPHABET INC CAP STK CL C 02079K107 41009422 120354 SH SOLE 97438 0 22916 ALPHABET INC CAP STK CL A 02079K305 84715064 246207 SH SOLE 203452 0 42755 ALPHABET INC DEP SHS RP1/20 A 02079K404 314112 6400 SH SOLE 6400 0 0 AMAZON COM INC COM 023135106 67983485 272862 SH SOLE 225362 0 47500 AMERICAN EXPRESS CO COM 025816109 23452294 77120 SH SOLE 62530 0 14590 AMGEN INC COM 031162100 4382861 10398 SH SOLE 8323 0 2075 ANALOG DEVICES INC COM 032654105 414165 1044 SH SOLE 979 0 65 APPLE INC COM 037833100 104660781 314278 SH SOLE 265452 0 48826 APPLIED MATLS INC COM 038222105 536949 1050 SH SOLE 1050 0 0 APPLOVIN CORP COM CL A 03831W108 9279238 31950 SH SOLE 27725 0 4225 AUTODESK INC COM 052769106 8885217 42513 SH SOLE 36138 0 6375 AUTOMATIC DATA PROCESSING IN COM 053015103 6261568 24264 SH SOLE 15452 0 8812 AUTONATION INC COM 05329W102 3685670 23410 SH SOLE 21185 0 2225 BANK OF AMER CORP COM 060505104 4549695 83588 SH SOLE 83413 0 175 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2833336 5690 SH SOLE 3352 0 2338 BLACKROCK INC COM 09290D101 1227616 1160 SH SOLE 1055 0 105 BOEING CO COM 097023105 436287 2345 SH SOLE 1145 0 1200 BOOKING HOLDINGS INC COM 09857L108 10809078 66350 SH SOLE 52155 0 14195 BRISTOL-MYERS SQUIBB CO COM 110122108 224453 3597 SH SOLE 3597 0 0 BROADCOM INC COM 11135F101 8605560 24504 SH SOLE 17359 0 7145 BUILDERS FIRSTSOURCE INC COM 12008R107 8406695 147460 SH SOLE 120590 0 26870 CVS HEALTH CORP COM 126650100 890367 10391 SH SOLE 9566 0 825 CATERPILLAR INC COM 149123101 1486178 1833 SH SOLE 1625 0 208 CHARLES RIV LABS INTL INC COM 159864107 2679871 9084 SH SOLE 4309 0 4775 CHENIERE ENERGY INC COM NEW 16411R208 3119403 11595 SH SOLE 10276 0 1319 CHEVRON CORPORATION COM 166764100 284260 1392 SH SOLE 1392 0 0 CHURCH & DWIGHT CO INC COM 171340102 3775301 40069 SH SOLE 35687 0 4382 CISCO SYS INC COM 17275R102 3662290 34027 SH SOLE 15477 0 18550 CLEAR SECURE INC COM CL A 18467V109 2199648 52435 SH SOLE 33343 0 19092 COCA COLA CO COM 191216100 956435 11111 SH SOLE 10511 0 600 COLGATE PALMOLIVE CO COM 194162103 231217 2710 SH SOLE 2710 0 0 COMPASS INC CL A 20464U100 2782370 313330 SH SOLE 223855 0 89475 CONOCOPHILLIPS COM 20825C104 334776 2675 SH SOLE 2575 0 100 CORNING INC COM 219350105 3802485 24730 SH SOLE 19530 0 5200 CORPAY INC COM SHS 219948106 2395719 6165 SH SOLE 4065 0 2100 COSTCO WHOLESALE CORPORATION COM 22160K105 35280564 38755 SH SOLE 29128 0 9627 CROCS INC COM 227046109 357796 3050 SH SOLE 1690 0 1360 CROWDSTRIKE HLDGS INC CL A 22788C105 26606051 100495 SH SOLE 88690 0 11805 CUMMINS INC COM 231021106 11794677 22833 SH SOLE 18313 0 4520 D R HORTON INC COM 23331A109 3363640 24615 SH SOLE 16290 0 8325 DXC TECHNOLOGY CO COM 23355L106 162450 15000 SH SOLE 15000 0 0 DEERE & CO COM 244199105 9863728 14688 SH SOLE 11323 0 3365 DELL TECHNOLOGIES INC CL C 24703L202 94941720 176488 SH SOLE 146145 0 30343 DELTA AIR LINES INC COM NEW 247361702 2870523 34394 SH SOLE 30628 0 3766 DISNEY WALT CO COM 254687106 368933 3517 SH SOLE 2500 0 1017 DONALDSON INC COM 257651109 818176 9400 SH SOLE 0 0 9400 DUOLINGO INC CL A COM 26603R106 3698840 25975 SH SOLE 20785 0 5190 EA SERIES TRUST INVESTMENT HOUSE 26824D795 622473757 25345023 SH SOLE 13132522 0 12212500 EBAY INC. COM 278642103 204146 1925 SH SOLE 1025 0 900 ECOLAB INC COM 278865100 11340887 41303 SH SOLE 32436 0 8867 EDWARDS LIFESCIENCES CORP COM 28176E108 4895665 56715 SH SOLE 42990 0 13725 EVERCORE INC CLASS A 29977A105 218875 850 SH SOLE 850 0 0 EXPEDIA GROUP INC COM NEW 30212P303 15875780 60282 SH SOLE 51792 0 8490 EXPEDITORS INTL WASH INC COM 302130109 8994553 48714 SH SOLE 40604 0 8110 FS KKR CAP CORP COM 302635206 183940 16737 SH SOLE 16737 0 0 META PLATFORMS INC CL A 30303M102 94024467 129657 SH SOLE 108907 0 20750 FASTENAL CO COM 311900104 868509 17535 SH SOLE 6065 0 11470 FEDEX CORP COM 31428X106 2157093 7566 SH SOLE 5381 0 2185 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 386111 3530 SH SOLE 2670 0 860 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 29423 269 SH SOLE 37 0 232 FISERV INC COM 337738108 3107932 68790 SH SOLE 51325 0 17465 FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 8249802 285955 SH SOLE 234055 0 51900 GILEAD SCIENCES INC COM 375558103 630780 4232 SH SOLE 3525 0 707 GLOBAL PMTS INC COM 37940X102 351181 4300 SH SOLE 1700 0 2600 GOLDMAN SACHS GROUP INC COM 38141G104 684933 761 SH SOLE 726 0 35 WW GRAINGER INC COM 384802104 4819845 3869 SH SOLE 2364 0 1505 GRIFFON CORP COM 398433102 1963330 21102 SH SOLE 18790 0 2312 HCA HEALTHCARE INC COM 40412C101 2043658 4789 SH SOLE 4131 0 658 HEICO CORP NEW COM 422806109 234965 775 SH SOLE 775 0 0 HOME DEPOT INC COM 437076102 2423940 8520 SH SOLE 3765 0 4755 IDEXX LABS INC COM 45168D104 783285 1500 SH SOLE 1450 0 50 ILLINOIS TOOL WKS INC COM 452308109 430944 1675 SH SOLE 1675 0 0 INTEL CORP COM 458140100 10730770 89252 SH SOLE 46645 0 42607 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2129948 24935 SH SOLE 16385 0 8550 INTERCONTINENTAL EXCHANGE IN COM 45866F104 18604621 122375 SH SOLE 95261 0 27114 INTERNATIONAL BUSINESS MACHS COM 459200101 2348852 10680 SH SOLE 9110 0 1570 INTUIT COM 461202103 10847907 39345 SH SOLE 30186 0 9159 INTUITIVE SURGICAL INC COM NEW 46120E602 11487298 28250 SH SOLE 28250 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2735047 13148 SH SOLE 8348 0 4800 INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY 46137V787 581787 5980 SH SOLE 4930 0 1050 ISHARES INC MSCI STH KOR ETF 464286772 1199768 6564 SH SOLE 5853 0 711 ISHARES TR IBOXX INV CP ETF 464287242 762058 7458 SH SOLE 7458 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1798585 23124 SH SOLE 20683 0 2441 ISHARES TR 1 3 YR TREAS BD 464287457 2770031 34114 SH SOLE 34054 0 60 ISHARES TR ISHARES BIOTECH 464287556 15148897 71956 SH SOLE 57261 0 14695 ISHARES TR TRUST ISHARE 0-1 464288679 6026340 54626 SH SOLE 49701 0 4925 ISHARES TR US HLTHCR PR ETF 464288828 917486 16715 SH SOLE 14817 0 1898 JPMORGAN CHASE & CO COM 46625H100 4427208 13382 SH SOLE 12270 0 1112 JOHNSON & JOHNSON COM 478160104 16512099 62371 SH SOLE 45525 0 16846 LENNAR CORP CL A 526057104 1426846 17488 SH SOLE 16701 0 787 ELI LILLY & CO COM 532457108 34742900 30026 SH SOLE 21757 0 8269 LIVE NATION ENTERTAINMENT IN COM 538034109 1687244 9966 SH SOLE 8951 0 1015 LOWES COS INC COM 548661107 10071003 54648 SH SOLE 41973 0 12675 MAPLEBEAR INC COM 565394103 8761682 203193 SH SOLE 152998 0 50195 MARVELL TECHNOLOGY INC COM 573874104 2047628 7750 SH SOLE 7450 0 300 MASTERCARD INCORPORATED CL A 57636Q104 8776094 15914 SH SOLE 10661 0 5253 MCDONALDS CORP COM 580135101 667878 2892 SH SOLE 2892 0 0 MCKESSON CORP COM 58155Q103 243352 285 SH SOLE 285 0 0 MERCADOLIBRE INC COM 58733R102 33793339 19550 SH SOLE 15643 0 3907 MERCK & CO INC COM 58933Y105 4239766 29177 SH SOLE 17408 0 11769 METLIFE INC COM 59156R108 209506 2225 SH SOLE 2225 0 0 MICROSOFT CORP COM 594918104 77498753 151099 SH SOLE 112116 0 38983 MICRON TECHNOLOGY INC COM 595112103 16141742 15155 SH SOLE 14325 0 830 MOLINA HEALTHCARE INC COM 60855R100 31049464 164196 SH SOLE 116565 0 47631 MORGAN STANLEY COM NEW 617446448 323686 1721 SH SOLE 1721 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 9703861 21759 SH SOLE 18146 0 3613 NETFLIX INC. COM 64110L106 201782 2900 SH SOLE 2900 0 0 NEW YORK TIMES CO MTN BE CL A 650111107 1563899 24551 SH SOLE 21867 0 2684 NEXTERA ENERGY INC COM 65339F101 518819 6850 SH SOLE 2900 0 3950 NIKE INC CL B 654106103 362000 10226 SH SOLE 5165 0 5061 NORFOLK SOUTHN CORP COM 655844108 3753114 12146 SH SOLE 10402 0 1744 NOVARTIS AG SPONSORED ADR 66987V109 7692507 53956 SH SOLE 41476 0 12480 NVIDIA CORPORATION COM 67066G104 61205547 267999 SH SOLE 218133 0 49865 ORACLE CORP COM 68389X105 2362521 17207 SH SOLE 8718 0 8489 PALO ALTO NETWORKS INC COM 697435105 313875 790 SH SOLE 790 0 0 PAYCHEX INC COM 704326107 4626742 46972 SH SOLE 37532 0 9440 PAYPAL HLDGS INC COM 70450Y103 2936742 55906 SH SOLE 51934 0 3972 PEPSICO INC COM 713448108 1269036 10014 SH SOLE 9439 0 575 PHILLIPS 66 COM 718546104 296926 1163 SH SOLE 1163 0 0 PROCTER & GAMBLE CO COM 742718109 691823 4762 SH SOLE 2362 0 2400 PROFESIONALLY MANAGED PORTFO PABRA WAGON ETF 74316P538 195895 13165 SH SOLE 11744 0 1421 PROGRESSIVE CORP COM 743315103 24145603 116471 SH SOLE 91259 0 25212 QUALCOMM INC COM 747525103 13904836 75553 SH SOLE 60283 0 15270 QUEST DIAGNOSTICS INC COM 74834L100 606681 2603 SH SOLE 2603 0 0 RPM INTL INC COM 749685103 224474 2275 SH SOLE 2275 0 0 RALPH LAUREN CORP CL A 751212101 6529737 18390 SH SOLE 14616 0 3774 RTX CORPORATION COM 75513E101 750026 4040 SH SOLE 4040 0 0 REDDIT INC CL A 75734B100 5990029 42053 SH SOLE 33078 0 8975 ROUNDHILL ETF TRUST MEMORY ETF 77926X320 905400 15000 SH SOLE 0 0 15000 S&P GLOBAL INC COM 78409V104 2409817 6109 SH SOLE 3817 0 2292 SLM CORP COM 78442P106 1372396 60645 SH SOLE 47705 0 12940 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 506386 664 SH SOLE 192 0 472 SPDR GOLD TR GOLD SHS 78463V107 872504 2291 SH SOLE 2041 0 250 SPDR SERIES TRUST ST STR CONV ETF 78464A359 231196 2285 SH SOLE 2285 0 0 SPDR SERIES TRUST ST STR SP BIOT 78464A870 11863055 75235 SH SOLE 63090 0 12145 SCOTTS MIRACLE-GRO CO CL A 810186106 620612 12385 SH SOLE 8585 0 3800 SEA LTD SPONSORD ADS 81141R100 9977291 102478 SH SOLE 85138 0 17340 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 607989 9886 SH SOLE 8823 0 1063 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 473280 12000 SH SOLE 4000 0 8000 SHERWIN WILLIAMS CO COM 824348106 484905 1500 SH SOLE 1500 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 2028596 13679 SH SOLE 11887 0 1792 QXO INC COM NEW 82846H405 10000327 855460 SH SOLE 626560 0 228900 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 3737858 24777 SH SOLE 12576 0 12201 SPROUTS FMRS MKT INC COM 85208M102 16421293 247495 SH SOLE 197635 0 49860 BLOCK INC CL A 852234103 2093620 28473 SH SOLE 27000 0 1473 STARBUCKS CORP COM 855244109 606042 6450 SH SOLE 6450 0 0 STRYKER CORPORATION COM 863667101 7973367 28953 SH SOLE 25392 0 3561 SYSCO CORP COM 871829107 1453564 18645 SH SOLE 4505 0 14140 TJX COS INC NEW COM 872540109 284863 2153 SH SOLE 772 0 1381 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1546940 3391 SH SOLE 2996 0 395 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 222025 1070 SH SOLE 1000 0 70 TAPESTRY INC COM 876030107 690240 6000 SH SOLE 0 0 6000 TARGET CORP COM 87612E106 485739 3100 SH SOLE 3100 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 1187587 4647 SH SOLE 4140 0 507 TESLA INC COM 88160R101 624111 1759 SH SOLE 1060 0 699 TEXAS INSTRS INC COM 882508104 19257084 68753 SH SOLE 57819 0 10934 THERMO FISHER SCIENTIFIC INC COM 883556102 840437 1245 SH SOLE 1245 0 0 3M CO COM 88579Y101 312213 1902 SH SOLE 1902 0 0 TOLL BROTHERS INC COM 889478103 1442903 10708 SH SOLE 6238 0 4470 TRIMBLE INC COM 896239100 3095019 54194 SH SOLE 48169 0 6025 US BANCORP COM NEW 902973304 362444 6275 SH SOLE 6025 0 250 UBER TECHNOLOGIES INC COM 90353T100 8371237 122190 SH SOLE 93185 0 29005 ULTA BEAUTY INC COM 90384S303 808332 1480 SH SOLE 1050 0 430 UNION PAC CORP COM 907818108 7836800 28798 SH SOLE 20306 0 8492 UNITED AIRLS HLDGS INC COM 910047109 887600 8000 SH SOLE 0 0 8000 UNITEDHEALTH GROUP INC COM 91324P102 12335356 33604 SH SOLE 27668 0 5936 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 420819 691 SH SOLE 691 0 0 VANECK ETF TRUST OIL SERVICES ETF 92189H607 743497 1965 SH SOLE 1775 0 190 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 249875 1071 SH SOLE 1071 0 0 VEEVA SYS INC CL A COM 922475108 9439832 33070 SH SOLE 28125 0 4945 VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 1023199 11355 SH SOLE 10131 0 1224 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 205832 550 SH SOLE 550 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 473516 10323 SH SOLE 10323 0 0 VISA INC COM CL A 92826C839 10405478 28958 SH SOLE 23843 0 5115 WALMART INC COM 931142103 8264965 79532 SH SOLE 62367 0 17165 WASTE MGMT INC DEL COM 94106L109 18418598 90323 SH SOLE 70636 0 19687 WATERS CORP COM 941848103 2309873 5257 SH SOLE 3745 0 1512 WILLIAMS SONOMA INC COM 969904101 24761730 108633 SH SOLE 93092 0 15541 YUM BRANDS INC COM 988498101 1538597 11285 SH SOLE 9910 0 1375 ZOETIS INC CL A 98978V103 2265285 32440 SH SOLE 21073 0 11367