| Advanced Micro Devices Inc | 19,313 | US$11.2M | 5.3% |
| Kla Corporation | 33,355 | US$10.1M | 4.8% |
| Alphabet Inc (google) Class C | 27,009 | US$9.65M | 4.6% |
| Apple Inc | 30,953 | US$8.96M | 4.2% |
| Berkshire Hathaway Inc. | 10,539 | US$5.27M | 2.5% |
| Microsoft Corp. | 13,794 | US$5.15M | 2.4% |
| Valero Energy Corporation | 18,668 | US$4.86M | 2.3% |
| Visa Inc. | 12,816 | US$4.4M | 2.1% |
| Walmart Inc. | 37,345 | US$4.23M | 2.0% |
| Marriott International | 11,123 | US$4.12M | 2.0% |
| Mckesson Corporation | 5,314 | US$4.02M | 1.9% |
| Emcor Group, Inc. | 4,326 | US$3.59M | 1.7% |
| Nextera Energy, Inc. | 36,515 | US$3.2M | 1.5% |
| Carlisle Companies Incorporated | 8,730 | US$3.17M | 1.5% |
| Hca Healthcare, Inc. | 8,033 | US$3.13M | 1.5% |
| Lennox International, Inc. | 5,144 | US$2.95M | 1.4% |
| Unitedhealth Group Incorporated | 7,020 | US$2.92M | 1.4% |
| Arthur J. Gallagher & Co. | 12,426 | US$2.85M | 1.4% |
| Lowe's Companies, Inc. | 12,353 | US$2.72M | 1.3% |
| Gilead Sciences, Inc. | 21,278 | US$2.69M | 1.3% |
| American Express Company | 7,932 | US$2.68M | 1.3% |
| Thermo Fisher Scientific Inc | 5,325 | US$2.67M | 1.3% |
| Stryker Corporation | 8,185 | US$2.58M | 1.2% |
| Bj's Wholesale Club Holdings, Inc. | 29,467 | US$2.57M | 1.2% |
| Amazon.com, Inc. | 10,603 | US$2.53M | 1.2% |
| International Business Machines Corporation | 8,945 | US$2.52M | 1.2% |
| Expedia Group, Inc. | 8,977 | US$2.3M | 1.1% |
| Fti Consulting, Inc. | 15,171 | US$2.26M | 1.1% |
| Copart, Inc. | 70,856 | US$2M | 0.95% |
| Jp Morgan Chase & Co. | 5,901 | US$1.93M | 0.92% |
| Broadridge Financial Solutions, Inc. | 13,884 | US$1.9M | 0.90% |
| Tractor Supply Company | 58,107 | US$1.84M | 0.87% |
| Booz Allen Hamilton Holding Corporation | 29,836 | US$1.81M | 0.86% |
| Parker-hannifin Corporation | 1,659 | US$1.62M | 0.77% |
| Meta Platforms, Inc. | 2,852 | US$1.61M | 0.76% |
| Ptc Inc. | 13,680 | US$1.55M | 0.74% |
| Williams-sonoma, Inc. | 6,289 | US$1.47M | 0.69% |
| Lincoln Electric Holdings, Inc. | 5,515 | US$1.46M | 0.69% |
| Lululemon Athletica Inc. | 10,656 | US$1.22M | 0.58% |
| Intuit Inc. | 4,411 | US$1.15M | 0.55% |
| Eli Lilly And Company | 928 | US$1.11M | 0.53% |
| Costco Wholesale Corporation | 1,050 | US$983K | 0.47% |
| Nvidia Corporation | 4,648 | US$930K | 0.44% |
| Boot Barn Holdings, Inc. | 5,120 | US$841K | 0.40% |
| Mastercard Incorporated | 1,623 | US$833K | 0.39% |
| Dover Corporation | 3,568 | US$800K | 0.38% |
| Johnson & Johnson | 3,029 | US$769K | 0.36% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,486 | US$710K | 0.34% |
| Home Depot, Inc. (the) | 1,998 | US$705K | 0.33% |
| Emerson Electric Company | 4,711 | US$674K | 0.32% |
| General Dynamics Corporation | 1,882 | US$667K | 0.32% |
| Lockheed Martin Corporation | 1,251 | US$637K | 0.30% |
| Sherwin-williams Company (the) | 1,800 | US$620K | 0.29% |
| Abbvie Inc. | 2,430 | US$611K | 0.29% |
| Rtx Corporation | 2,776 | US$527K | 0.25% |
| Caterpillar, Inc. | 440 | US$469K | 0.22% |
| Mcdonald's Corporation | 1,423 | US$385K | 0.18% |
| Esco Technologies Inc. | 1,070 | US$375K | 0.18% |
| Amgen Inc. | 1,004 | US$364K | 0.17% |
| Lam Research Corporation | 820 | US$355K | 0.17% |
| Applied Materials, Inc. | 491 | US$355K | 0.17% |
| Waste Management, Inc. | 1,580 | US$352K | 0.17% |
| S&p Global Inc. | 843 | US$343K | 0.16% |
| Axon Enterprise, Inc. | 604 | US$339K | 0.16% |
| Illinois Tool Works Inc. | 1,220 | US$330K | 0.16% |
| Philip Morris International Inc | 1,788 | US$324K | 0.15% |
| Northrop Grumman Corporation | 614 | US$313K | 0.15% |
| Analog Devices, Inc. | 775 | US$308K | 0.15% |
| Bloom Energy Corporation | 1,000 | US$303K | 0.14% |
| Corning Incorporated | 1,155 | US$295K | 0.14% |
| Qxo, Inc. | 16,567 | US$286K | 0.14% |
| Air Products And Chemicals, Inc. | 962 | US$282K | 0.13% |
| Norfolk Southern Corporation | 876 | US$276K | 0.13% |
| Take-two Interactive Software, Inc. | 1,090 | US$272K | 0.13% |
| Duke Energy Corporation (holding Company) | 2,129 | US$269K | 0.13% |
| Tesla, Inc. | 636 | US$267K | 0.13% |
| Micron Technology, Inc. | 230 | US$265K | 0.13% |
| Procter & Gamble Company (the) | 1,721 | US$252K | 0.12% |
| Broadcom Inc. | 644 | US$243K | 0.12% |
| Oracle Corporation | 1,630 | US$239K | 0.11% |
| Comfort Systems Usa, Inc. | 119 | US$236K | 0.11% |
| Quanta Services, Inc. | 310 | US$223K | 0.11% |
| Morgan Stanley | 1,057 | US$221K | 0.10% |
| Tjx Companies, Inc. (the) | 1,416 | US$214K | 0.10% |
| Chevron Corporation | 1,242 | US$206K | 0.10% |
| Automatic Data Processing, Inc. | 894 | US$200K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |