| ADOBE INC | COM | $3.7M | 1.7% | 9,595 SH | New |
| AFLAC INC | COM | $337K | 0.2%Prev: 0.2% | 3,200 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $723K | 0.3%Prev: 0.6% | 4,100 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.7%Prev: 1.1% | 8,000 SH | Decreased+300 SH |
| AMAZON COM INC | COM | $7.8M | 3.6%Prev: 3.8% | 35,335 SH | Increased-370 SH |
| AMERICAN EXPRESS CO | COM | $909K | 0.4%Prev: 0.5% | 2,850 SH | Decreased-200 SH |
| AMGEN INC | COM | $805K | 0.4%Prev: 0.5% | 2,883 SH | Decreased+100 SH |
| ANALOG DEVICES INC | COM | $1.7M | 0.8%Prev: 1.2% | 7,298 SH | Decreased+70 SH |
| APPLE INC | COM | $3.5M | 1.6%Prev: 1.7% | 16,865 SH | Increased+3,792 SH |
| APPLIED MATLS INC | COM | $2.5M | 1.2%Prev: 2.1% | 13,471 SH | Decreased+1,390 SH |
| APPLOVIN CORP | COM CL A | $1.5M | 0.7%Prev: 1.6% | 4,350 SH | Decreased-3,535 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $4.5M | 2.1% | 5,630 SH | New |
| ASTRAZENECA PLC | SPONSORED ADR | $248K | 0.1% | 3,550 SH | New |
| BANCO BBVA ARGENTINA S A | SPONSORED ADS | $395K | 0.2% | 24,000 SH | New |
| BANCO MACRO SA | SPON ADR B | $551K | 0.3% | 7,850 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $729K | 0.3%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $291K | 0.1%Prev: 0.1% | 600 SH | Increased+34 SH |
| BHP GROUP LTD | SPONSORED ADS | $431K | 0.2% | 8,957 SH | New |
| BIO-TECHNE CORP | COM | $897K | 0.4%Prev: 0.5% | 17,435 SH | Decreased-100 SH |
| BLOCK INC | CL A | $1.6M | 0.7% | 22,875 SH | New |
| BOEING CO | COM | $3.9M | 1.8%Prev: 2.0% | 18,470 SH | Decreased-1,360 SH |
| CHECK POINT SOFTWARE TECH LT | ORD | $221K | 0.1% | 1,000 SH | New |
| CHUBB LIMITED | COM | $507K | 0.2% | 1,750 SH | New |
| CYBERARK SOFTWARE LTD | SHS | $1.1M | 0.5% | 2,800 SH | New |
| D R HORTON INC | COM | $825K | 0.4%Prev: 0.5% | 6,400 SH | Decreased |
| DISNEY WALT CO | COM | $8.5M | 4.0%Prev: 3.0% | 68,276 SH | Increased+7,723 SH |
| EBAY INC. | COM | $413K | 0.2% | 5,550 SH | New |
| ELBIT SYS LTD | ORD | $6.7M | 3.1%Prev: 6.4% | 14,830 SH | Decreased+160 SH |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $1.7M | 0.8% | 30,730 SH | New |
| FIDELITY NATL INFORMATION SV | COM | $1.3M | 0.6% | 15,400 SH | New |
| FISERV INC | COM | $10.0M | 4.7%Prev: 2.4% | 57,967 SH | Increased-26,113 SH |
| FIVERR INTL LTD | ORD SHS | $581K | 0.3% | 19,800 SH | New |
| FORTUNE BRANDS INNOVATIONS I | COM | $592K | 0.3% | 11,500 SH | New |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $210K | 0.1%Prev: 0.1% | 2,830 SH | Increased |
| GENEDX HOLDINGS CORP | COM CL A | $5.6M | 2.6%Prev: 2.0% | 60,600 SH | Increased-1,075 SH |
| GENERAL DYNAMICS CORP | COM | $729K | 0.3%Prev: 0.4% | 2,500 SH | Decreased+100 SH |
| GRUPO SUPERVIELLE S.A. | SPONSORED ADR | $303K | 0.1% | 28,645 SH | New |
| HOVNANIAN ENTERPRISES INC | CL A NEW | $204K | 0.1%Prev: 0.1% | 1,950 SH | Decreased |
| IDEXX LABS INC | COM | $3.4M | 1.6%Prev: 1.8% | 6,395 SH | Decreased+35 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $998K | 0.5%Prev: 0.5% | 3,384 SH | Increased-425 SH |
| INTUIT | COM | $5.4M | 2.5%Prev: 0.6% | 6,901 SH | Increased+4,401 SH |
| JOHNSON & JOHNSON | COM | $349K | 0.2%Prev: 0.3% | 2,282 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $1.6M | 0.7% | 5,378 SH | New |
| KLA CORP | COM NEW | $896K | 0.4% | 1,000 SH | New |
| LAM RESEARCH CORP | COM NEW | $581K | 0.3%Prev: 0.6% | 5,973 SH | Decreased+109 SH |
| MASTERCARD INCORPORATED | CL A | $1.4M | 0.6%Prev: 0.6% | 2,471 SH | Increased+2 SH |
| MEDTRONIC PLC | SHS | $249K | 0.1%Prev: 0.1% | 2,856 SH | Increased+510 SH |
| MERCADOLIBRE INC | COM | $5.2M | 2.4%Prev: 2.0% | 1,986 SH | Increased-288 SH |
| MERCK & CO INC | COM | $716K | 0.3%Prev: 0.6% | 9,040 SH | Decreased |
| META PLATFORMS INC | CL A | $3.9M | 1.8%Prev: 1.7% | 5,275 SH | Increased-500 SH |
| MICROSOFT CORP | COM | $7.5M | 3.5%Prev: 3.1% | 15,150 SH | Increased-1,140 SH |
| MONDAY COM LTD | SHS | $755K | 0.4% | 2,400 SH | New |
| MOOG INC | CL A | $2.3M | 1.1%Prev: 1.9% | 12,590 SH | Decreased+190 SH |
| NATERA INC | COM | $591K | 0.3% | 3,500 SH | New |
| NETFLIX INC | COM | $4.3M | 2.0% | 3,212 SH | New |
| NORTHROP GRUMMAN CORP | COM | $3.1M | 1.4%Prev: 2.1% | 6,191 SH | Decreased+140 SH |
| NVIDIA CORPORATION | COM | $3.9M | 1.8%Prev: 2.2% | 24,796 SH | Decreased-60 SH |
| OKTA INC | CL A | $954K | 0.4% | 9,540 SH | New |
| ON SEMICONDUCTOR CORP | COM | $322K | 0.2% | 6,150 SH | New |
| ORACLE CORP | COM | $3.7M | 1.7%Prev: 1.3% | 16,796 SH | Increased-365 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $6.2M | 2.9%Prev: 3.2% | 45,450 SH | Increased+3,295 SH |
| PALO ALTO NETWORKS INC | COM | $5.7M | 2.7%Prev: 2.5% | 28,000 SH | Increased-2,750 SH |
| PAYPAL HLDGS INC | COM | $420K | 0.2% | 5,650 SH | New |
| PULTE GROUP INC | COM | $413K | 0.2%Prev: 0.2% | 3,920 SH | Decreased |
| RIO TINTO PLC | SPONSORED ADR | $312K | 0.1%Prev: 0.2% | 5,350 SH | Decreased+350 SH |
| RTX CORPORATION | COM | $3.9M | 1.8%Prev: 2.5% | 26,493 SH | Decreased+1,570 SH |
| RUBRIK INC. | CL A | $815K | 0.4% | 9,100 SH | New |
| SALESFORCE INC | COM | $1.5M | 0.7%Prev: 0.5% | 5,437 SH | Increased-16 SH |
| SAMSARA INC | COM CL A | $398K | 0.2%Prev: 0.2% | 10,000 SH | Increased |
| SCHWAB CHARLES CORP | COM | $6.1M | 2.8%Prev: 3.2% | 66,660 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $3.0M | 1.4%Prev: 1.6% | 26,110 SH | Decreased-200 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $2.7M | 1.3% | 32,900 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.0M | 1.0% | 9,030 SH | New |
| TAT TECHNOLOGIES LTD | ORD NEW | $397K | 0.2% | 13,000 SH | New |
| TEXAS INSTRS INC | COM | $208K | 0.1% | 1,000 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $3.4M | 1.6%Prev: 2.1% | 8,329 SH | Decreased+65 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.4M | 0.7%Prev: 0.7% | 3,298 SH | Increased+200 SH |
| TRANSDIGM GROUP INC | COM | $9.9M | 4.6%Prev: 4.4% | 6,527 SH | Increased-875 SH |
| TRAVELERS COMPANIES INC | COM | $369K | 0.2%Prev: 0.2% | 1,379 SH | Increased+127 SH |
| TWILIO INC | CL A | $995K | 0.5% | 8,000 SH | New |
| TYLER TECHNOLOGIES INC | COM | $5.5M | 2.6% | 9,248 SH | New |
| ULTA BEAUTY INC | COM | $1.7M | 0.8% | 3,535 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.3M | 2.0%Prev: 2.3% | 14,199 SH | Decreased+150 SH |
| VEEVA SYS INC | CL A COM | $5.8M | 2.7%Prev: 1.8% | 20,155 SH | Increased+565 SH |
| VERACYTE INC | COM | $297K | 0.1% | 10,976 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $823K | 0.4% | 1,848 SH | New |
| VISA INC | COM CL A | $1.7M | 0.8%Prev: 1.1% | 4,800 SH | Decreased-2,000 SH |
| VISTRA CORP | COM | $1.6M | 0.8%Prev: 0.6% | 8,300 SH | Increased |
| VSE CORP | COM | $7.6M | 3.6%Prev: 4.4% | 58,204 SH | Decreased+12,347 SH |
| WALMART INC | COM | $733K | 0.3%Prev: 0.4% | 7,500 SH | Increased+2,000 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $648K | 0.3% | 2,115 SH | New |
| ZIMMER BIOMET HOLDINGS INC | COM | $808K | 0.4% | 8,860 SH | New |
| ZOETIS INC | CL A | $1.0M | 0.5%Prev: 0.4% | 6,550 SH | Increased+350 SH |
| ZSCALER INC | COM | $1.3M | 0.6%Prev: 0.3% | 4,000 SH | Increased+125 SH |