| ABBVIE INC COM | Stock | $1.0M | 1.0%Prev: 0.8% | 4,339 SH | Increased+646 SH |
| ADOBE SYS INC COM | Stock | $365K | 0.4%Prev: 0.2% | 1,036 SH | Increased+56 SH |
| ADVANCED MICRO DEVICES INC COM | Stock | $539K | 0.5%Prev: 2.3% | 3,329 SH | Decreased-1,066 SH |
| ALPHABET INC CLASS A | Stock | $9.2M | 9.1%Prev: 11.2% | 37,695 SH | Decreased+2,819 SH |
| ALPHABET INC CLASS C | Stock | $293K | 0.3%Prev: 0.3% | 1,203 SH | Decreased+113 SH |
| AMAZON.COM INC | Stock | $7.8M | 7.7%Prev: 7.0% | 35,583 SH | Decreased+2,751 SH |
| APPLE INC | Stock | $24.2M | 24.1%Prev: 21.6% | 95,229 SH | Increased+12,318 SH |
| ARISTA NETWORKS INC COM SHS | Stock | $2.1M | 2.1%Prev: 2.1% | 14,324 SH | Decreased+625 SH |
| AUTOMATIC DATA PROCESSING INC COM | Stock | $414K | 0.4%Prev: 0.2% | 1,410 SH | Increased+405 SH |
| BADGER METER INC COM | Stock | $465K | 0.5%Prev: 0.3% | 2,603 SH | Increased+493 SH |
| BANK OF AMERICA CORP | Stock | $351K | 0.3%Prev: 0.3% | 6,805 SH | Decreased+565 SH |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $1.6M | 1.6%Prev: 1.4% | 3,162 SH | Increased+74 SH |
| BOSTON SCIENTIFIC CORP COM | Stock | $236K | 0.2% | 2,414 SH | New |
| CLEAN HARBORS INC COM | Stock | $481K | 0.5%Prev: 0.5% | 2,071 SH | Decreased+198 SH |
| CLOUDFLARE INC CL A COM | Stock | $1.3M | 1.2%Prev: 1.3% | 5,859 SH | Decreased-118 SH |
| CME GROUP INC COM | Stock | $388K | 0.4%Prev: 0.3% | 1,435 SH | Increased+130 SH |
| COMMERCIAL METALS CO COM | Stock | $289K | 0.3%Prev: 0.3% | 5,048 SH | Decreased+140 SH |
| COPART INC COM | Stock | $2.3M | 2.2%Prev: 0.7% | 50,418 SH | Increased+22,830 SH |
| COSTCO WHOLESALE CORP | Stock | $1.4M | 1.4%Prev: 1.9% | 1,510 SH | Decreased-713 SH |
| CROWDSTRIKE HLDGS INC CL A | Stock | $1.4M | 1.4%Prev: 2.2% | 2,924 SH | Decreased-206 SH |
| DANAHER CORP | Stock | $447K | 0.4% | 2,253 SH | New |
| DEERE & CO COM | Stock | $370K | 0.4%Prev: 0.4% | 809 SH | Decreased+30 SH |
| DELL TECHNOLOGIES INC CL C | Stock | $223K | 0.2%Prev: 0.7% | 1,574 SH | Decreased-141 SH |
| FREEPORT-MCMORAN COPPER & GOLD INC | Stock | $320K | 0.3%Prev: 0.7% | 8,152 SH | Decreased-3,676 SH |
| GE VERNOVA INC COM | Stock | $880K | 0.9%Prev: 0.3% | 1,431 SH | Increased+1,115 SH |
| GENERAL DYNAMICS CORP COM | Stock | $298K | 0.3%Prev: 0.3% | 873 SH | Decreased-150 SH |
| GENERAL ELECTRIC | Stock | $1.6M | 1.6% | 5,262 SH | New |
| GRAINGER W W INC COM | Stock | $314K | 0.3%Prev: 0.4% | 329 SH | Decreased+23 SH |
| HEICO CORP NEW COM | Stock | $399K | 0.4%Prev: 0.4% | 1,237 SH | Decreased |
| INTERACTIVE BROKERS GROUP INC COM | Stock | $581K | 0.6%Prev: 0.6% | 8,440 SH | Decreased+210 SH |
| INTL BUSINESS MACHINES | Stock | $1.5M | 1.4%Prev: 1.3% | 5,146 SH | Increased+91 SH |
| INTUIT INC | Stock | $229K | 0.2% | 335 SH | New |
| INTUITIVE SURGICAL INC COM NEW | Stock | $291K | 0.3%Prev: 0.2% | 650 SH | Increased+50 SH |
| IRON MTN INC DEL COM | REIT | $444K | 0.4%Prev: 0.4% | 4,359 SH | Decreased+750 SH |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $785K | 0.8% | 7,827 SH | New |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $394K | 0.4%Prev: 0.4% | 842 SH | Decreased-2,526 SH |
| ISHARES S&P 500 VALUE ETF | ETF | $255K | 0.3%Prev: 0.3% | 1,236 SH | Decreased |
| JOHNSON CTLS INC | Stock | $295K | 0.3%Prev: 0.3% | 2,683 SH | Decreased+170 SH |
| JPMORGAN CHASE & CO | Stock | $526K | 0.5%Prev: 0.6% | 1,667 SH | Decreased-447 SH |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | $510K | 0.5%Prev: 2.0% | 8,865 SH | Decreased-28,135 SH |
| LILLY ELI & CO COM | Stock | $1.1M | 1.1%Prev: 1.5% | 1,418 SH | Decreased+61 SH |
| LINDSAY CORP COM | Stock | $254K | 0.3% | 1,810 SH | New |
| LOCKHEED MARTIN CORP | Stock | $763K | 0.8%Prev: 0.7% | 1,529 SH | Decreased-16 SH |
| LOUISIANA PAC CORP COM | Stock | $206K | 0.2% | 2,323 SH | New |
| MASTERCARD INC | Stock | $3.2M | 3.2%Prev: 2.4% | 5,683 SH | Increased+452 SH |
| MICROSOFT | Stock | $6.5M | 6.5%Prev: 4.7% | 12,642 SH | Increased-1,387 SH |
| MP MATERIALS CORP COM CL A | Stock | $351K | 0.3%Prev: 0.3% | 5,230 SH | Increased-636 SH |
| NETFLIX COM INC | Stock | $524K | 0.5%Prev: 0.3% | 437 SH | Increased-3,503 SH |
| NEXTERA ENERGY INC COM | Stock | $430K | 0.4%Prev: 0.4% | 5,702 SH | Decreased+472 SH |
| NORTHROP GRUMMAN CORP COM | Stock | $263K | 0.3%Prev: 0.2% | 432 SH | Increased+2 SH |
| NUCOR CORP COM | Stock | $370K | 0.4%Prev: 0.6% | 2,733 SH | Decreased-86 SH |
| NVIDIA CORP COM | Stock | $3.9M | 3.8%Prev: 3.4% | 20,668 SH | Increased+1,588 SH |
| PROCTER & GAMBLE CO COM | Stock | $238K | 0.2% | 1,548 SH | New |
| QUALCOMM INC | Stock | $307K | 0.3%Prev: 0.2% | 1,846 SH | Increased+461 SH |
| RPM INTL INC COM | Stock | $231K | 0.2% | 1,961 SH | New |
| SALESFORCE COM INC COM | Stock | $827K | 0.8%Prev: 0.2% | 3,489 SH | Increased+2,020 SH |
| SHERWIN WILLIAMS CO COM | Stock | $329K | 0.3%Prev: 0.2% | 950 SH | Increased+332 SH |
| SHOPIFY INC CL A SUB VTG SHS | Stock | $2.6M | 2.6%Prev: 1.8% | 17,502 SH | Increased+448 SH |
| SPDR GOLD ETF | ETF | $230K | 0.2%Prev: 0.2% | 647 SH | Decreased |
| SPHERE ENTERTAINMENT CO CL A | Stock | $267K | 0.3%Prev: 0.6% | 4,295 SH | Decreased+220 SH |
| STRYKER CORP | Stock | $231K | 0.2% | 626 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | $2.1M | 2.1% | 7,556 SH | New |
| TESLA MOTORS INC | Stock | $447K | 0.4%Prev: 0.2% | 1,006 SH | Increased+366 SH |
| THE TRADE DESK INC COM CL A | Stock | $1.1M | 1.1% | 22,734 SH | New |
| THERMO FISHER SCIENTIFIC INC COM | Stock | $261K | 0.3%Prev: 0.2% | 539 SH | Increased+70 SH |
| TRACTOR SUPPLY CO COM | Stock | $202K | 0.2% | 3,544 SH | New |
| TREX COMPANY INC | Stock | $1.2M | 1.2% | 23,305 SH | New |
| UNION PAC CORP COM | Stock | $1.0M | 1.0%Prev: 0.4% | 4,304 SH | Increased+2,468 SH |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $577K | 0.6%Prev: 1.2% | 9,635 SH | Decreased-9,066 SH |
| VANGUARD VALUE INDEX FUND | ETF | $579K | 0.6%Prev: 0.6% | 3,105 SH | Decreased-157 SH |
| VERIZON COMMUNICATIONS | Stock | $224K | 0.2% | 5,102 SH | New |
| VERTEX PHARMACEUTICALS INC COM | Stock | $225K | 0.2%Prev: 0.2% | 574 SH | Increased+133 SH |
| VISA INC | Stock | $1.8M | 1.8%Prev: 1.5% | 5,336 SH | Increased+373 SH |
| VULCAN MATLS CO COM | Stock | $374K | 0.4%Prev: 0.3% | 1,215 SH | Increased+220 SH |
| WASTE MANAGEMENT INC | Stock | $375K | 0.4%Prev: 0.3% | 1,697 SH | Increased+405 SH |
| WOODWARD INC COM | Stock | $202K | 0.2%Prev: 0.3% | 800 SH | Decreased+50 SH |
| XYLEM INC COM | Stock | $260K | 0.3% | 1,764 SH | New |