| Advanced Micro Devices Inc | 17,258 | US$10.6M | 4.9% |
| Apple Inc | 30,943 | US$10.3M | 4.7% |
| Alphabet Inc (google) Class C | 26,340 | US$9.04M | 4.2% |
| Microsoft Corp. | 13,742 | US$7.05M | 3.2% |
| Valero Energy Corporation | 18,048 | US$7M | 3.2% |
| Kla Corporation | 31,757 | US$6.19M | 2.9% |
| Berkshire Hathaway Inc. | 9,289 | US$5.37M | 2.5% |
| Amazon.com, Inc. | 19,344 | US$4.82M | 2.2% |
| Visa Inc. | 12,951 | US$4.65M | 2.1% |
| Mckesson Corporation | 5,344 | US$4.56M | 2.1% |
| Meta Platforms, Inc. | 6,122 | US$4.44M | 2.0% |
| Marriott International | 11,408 | US$4.06M | 1.9% |
| Walmart Inc. | 38,338 | US$3.98M | 1.8% |
| Hca Healthcare, Inc. | 8,254 | US$3.52M | 1.6% |
| Gilead Sciences, Inc. | 22,203 | US$3.31M | 1.5% |
| Emcor Group, Inc. | 4,377 | US$3.3M | 1.5% |
| Dell Technologies Inc. | 5,666 | US$3.05M | 1.4% |
| Arthur J. Gallagher & Co. | 12,892 | US$2.94M | 1.4% |
| Nextera Energy, Inc. | 38,428 | US$2.91M | 1.3% |
| Carlisle Companies Incorporated | 8,981 | US$2.89M | 1.3% |
| Philip Morris International Inc | 15,067 | US$2.88M | 1.3% |
| Unitedhealth Group Incorporated | 7,237 | US$2.66M | 1.2% |
| American Express Company | 8,282 | US$2.52M | 1.2% |
| Expedia Group, Inc. | 9,372 | US$2.47M | 1.1% |
| Broadridge Financial Solutions, Inc. | 15,089 | US$2.43M | 1.1% |
| Lowe's Companies, Inc. | 13,009 | US$2.4M | 1.1% |
| Pepsico, Inc. | 18,803 | US$2.38M | 1.1% |
| Copart, Inc. | 77,236 | US$2.11M | 0.97% |
| International Business Machines Corporation | 9,386 | US$2.06M | 0.95% |
| Ptc Inc. | 14,661 | US$2.06M | 0.95% |
| Jp Morgan Chase & Co. | 5,837 | US$1.93M | 0.89% |
| Lincoln Electric Holdings, Inc. | 5,515 | US$1.46M | 0.67% |
| Parker-hannifin Corporation | 1,513 | US$1.45M | 0.67% |
| Williams-sonoma, Inc. | 5,560 | US$1.27M | 0.58% |
| Nvidia Corporation | 4,948 | US$1.13M | 0.52% |
| Eli Lilly And Company | 897 | US$1.04M | 0.48% |
| Costco Wholesale Corporation | 1,001 | US$911K | 0.42% |
| Mastercard Incorporated | 1,618 | US$892K | 0.41% |
| Micron Technology, Inc. | 741 | US$789K | 0.36% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,698 | US$775K | 0.36% |
| Johnson & Johnson | 2,845 | US$753K | 0.35% |
| Emerson Electric Company | 4,668 | US$724K | 0.33% |
| Abbvie Inc. | 2,405 | US$629K | 0.29% |
| Lockheed Martin Corporation | 1,223 | US$623K | 0.29% |
| General Dynamics Corporation | 1,774 | US$589K | 0.27% |
| Dover Corporation | 3,121 | US$584K | 0.27% |
| Sherwin-williams Company (the) | 1,797 | US$581K | 0.27% |
| Rtx Corporation | 2,777 | US$515K | 0.24% |
| Home Depot, Inc. (the) | 1,803 | US$513K | 0.24% |
| Boot Barn Holdings, Inc. | 3,959 | US$477K | 0.22% |
| Amgen Inc. | 951 | US$401K | 0.18% |
| Caterpillar, Inc. | 416 | US$338K | 0.16% |
| Mcdonald's Corporation | 1,417 | US$327K | 0.15% |
| Waste Management, Inc. | 1,569 | US$320K | 0.15% |
| Illinois Tool Works Inc. | 1,220 | US$314K | 0.14% |
| S&p Global Inc. | 782 | US$308K | 0.14% |
| Analog Devices, Inc. | 756 | US$300K | 0.14% |
| Bloom Energy Corporation | 1,000 | US$277K | 0.13% |
| Esco Technologies Inc. | 1,032 | US$274K | 0.13% |
| Norfolk Southern Corporation | 871 | US$269K | 0.12% |
| Air Products And Chemicals, Inc. | 957 | US$266K | 0.12% |
| Northrop Grumman Corporation | 547 | US$265K | 0.12% |
| Chevron Corporation | 1,244 | US$254K | 0.12% |
| Axon Enterprise, Inc. | 573 | US$242K | 0.11% |
| Procter & Gamble Company (the) | 1,615 | US$235K | 0.11% |
| Duke Energy Corporation (holding Company) | 2,053 | US$234K | 0.11% |
| Automatic Data Processing, Inc. | 894 | US$231K | 0.11% |
| Oracle Corporation | 1,636 | US$225K | 0.10% |
| Lam Research Corporation | 662 | US$217K | 0.10% |
| Take-two Interactive Software, Inc. | 1,028 | US$213K | 0.10% |
| Tjx Companies, Inc. (the) | 1,583 | US$209K | 0.10% |
| Coca-cola Company (the) | 2,402 | US$207K | 0.10% |
| Cisco Systems, Inc. | 1,889 | US$203K | 0.09% |
| Qxo, Inc. | 15,174 | US$177K | 0.08% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Lennox International, Inc. | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
| Morgan Stanley | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Fti Consulting, Inc. | 0 | US$0 | 0.00% |
| Comfort Systems Usa, Inc. | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Bj's Wholesale Club Holdings, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Booz Allen Hamilton Holding Corporation | 0 | US$0 | 0.00% |
| Quanta Services, Inc. | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |