| 3M CO | COM | $11.7M | 2.1%Prev: 1.5% | 72,570 SH | Increased+21,328 SH |
| ABBVIE INC | COM | $4.1M | 0.7%Prev: 0.5% | 16,313 SH | Increased+2,140 SH |
| AEROVIRONMENT INC | COM | $225K | 0.0% | 1,362 SH | New |
| ALPHABET INC | CAP STK CL A | $16.7M | 3.0%Prev: 1.8% | 46,706 SH | Increased-3,755 SH |
| ALPHABET INC | CAP STK CL C | $921K | 0.2%Prev: 0.1% | 2,606 SH | Increased+78 SH |
| AMAZON COM INC | COM | $14.4M | 2.6%Prev: 2.5% | 60,390 SH | Increased+3,109 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $4.1M | 0.7%Prev: 0.5% | 30,845 SH | Increased+14,143 SH |
| AMPHENOL CORP | CL A | $1.6M | 0.3% | 9,001 SH | New |
| APPLE INC | COM | $11.9M | 2.1%Prev: 1.7% | 41,062 SH | Increased+62 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $228K | 0.0%Prev: 1.4% | 455 SH | Decreased-14,348 SH |
| BHP BILLITON LIMITED | SPONSORED ADS | $4.6M | 0.8% | 55,482 SH | New |
| BITMINE IMMERSION TECHS INC | COM NEW | $8.2M | 1.5% | 613,431 SH | New |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $30.5M | 5.5% | 582,449 SH | New |
| BLACKROCK INC | COM | $3.6M | 0.6%Prev: 0.7% | 3,692 SH | Increased+312 SH |
| BOEING CO | COM | $10.0M | 1.8%Prev: 1.7% | 46,013 SH | Increased+5,445 SH |
| BROADCOM INC | COM | $6.5M | 1.2%Prev: 1.0% | 17,335 SH | Increased-1,236 SH |
| CANADIAN NATL RY CO | COM | $4.6M | 0.8%Prev: 0.6% | 38,294 SH | Increased+8,898 SH |
| CHEVRON CORPORATION | COM | $3.6M | 0.7% | 21,952 SH | New |
| CONSTELLATION ENERGY CORP | COM | $3.9M | 0.7%Prev: 1.0% | 15,618 SH | Decreased-707 SH |
| CORTEVA INC | COM | $4.1M | 0.7%Prev: 0.6% | 47,860 SH | Increased+5,712 SH |
| COSTCO WHOLESALE CORPORATION | COM | $3.8M | 0.7% | 4,050 SH | New |
| CUMMINS INC | COM | $4.5M | 0.8%Prev: 0.6% | 6,258 SH | Increased-2,766 SH |
| DOUBLELINE INCOME SOLUTIONS | COM | $832K | 0.1% | 75,194 SH | New |
| EATON CORP PLC | SHS | $4.4M | 0.8%Prev: 0.7% | 10,319 SH | Increased+555 SH |
| ECOLAB INC | COM | $4.1M | 0.7%Prev: 0.7% | 14,549 SH | Increased+1,705 SH |
| ELI LILLY & CO | COM | $13.1M | 2.3%Prev: 1.6% | 10,899 SH | Increased+278 SH |
| EQUINIX INC | COM | $1.5M | 0.3%Prev: 0.1% | 1,394 SH | Increased+636 SH |
| EXXON MOBIL CORP | COM | $9.6M | 1.7%Prev: 1.4% | 70,113 SH | Increased+4,641 SH |
| FREEPORT MCMORAN INC | CL B | $13.0M | 2.3% | 206,521 SH | New |
| GARMIN LTD | SHS | $4.4M | 0.8%Prev: 0.7% | 18,706 SH | Increased+1,811 SH |
| GLOBAL X FDS | GLBL X MLP ETF | $3.8M | 0.7%Prev: 0.5% | 70,782 SH | Increased+24,471 SH |
| HA SUSTAINABLE INFRA CAP INC | COM | $1.5M | 0.3%Prev: 0.1% | 37,331 SH | Increased+14,211 SH |
| HIMS & HERS HEALTH INC | COM CL A | $1.6M | 0.3%Prev: 0.2% | 45,813 SH | Increased+25,591 SH |
| HUDBAY MINERALS INC | COM | $2.0M | 0.4%Prev: 0.2% | 86,542 SH | Increased-5,451 SH |
| ILLINOIS TOOL WKS INC | COM | $3.8M | 0.7%Prev: 0.6% | 13,947 SH | Increased+1,651 SH |
| INFLEQTION INC | COM SHS | $3.0M | 0.5% | 222,687 SH | New |
| INNODATA INC | COM NEW | $1.6M | 0.3%Prev: 0.2% | 21,284 SH | Increased-657 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $4.0M | 0.7% | 14,076 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $2.2M | 0.4%Prev: 0.3% | 7,137 SH | Increased+389 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.1M | 0.7% | 19,205 SH | New |
| IONQ INC | COM | $1.8M | 0.3%Prev: 0.2% | 34,247 SH | Increased+5,252 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $7.6M | 1.4%Prev: 3.5% | 228,483 SH | Decreased-59,628 SH |
| ISHARES ETHEREUM TR | SHS | $493K | 0.1%Prev: 0.1% | 41,431 SH | Increased+21,725 SH |
| ISHARES TR | 20 YR TR BD ETF | $19.7M | 3.5% | 228,180 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $19.3M | 3.5%Prev: 4.8% | 241,084 SH | Decreased-58,168 SH |
| ISHARES TR | IBOXX INV CP ETF | $16.9M | 3.0%Prev: 4.2% | 155,252 SH | Decreased-40,942 SH |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $768K | 0.1%Prev: 0.1% | 16,221 SH | Increased+2,739 SH |
| JPMORGAN CHASE & CO | COM | $4.2M | 0.8% | 12,801 SH | New |
| KIMBERLY-CLARK CORP | COM | $4.1M | 0.7%Prev: 0.5% | 37,789 SH | Increased+19,988 SH |
| KINDER MORGAN INC DEL | COM | $3.8M | 0.7%Prev: 0.5% | 118,533 SH | Increased+24,419 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $4.0M | 0.7%Prev: 0.7% | 13,802 SH | Increased-161 SH |
| LOUISIANA PAC CORP | COM | $10.3M | 1.8%Prev: 1.3% | 130,669 SH | Increased+51,268 SH |
| LOWES COS INC | COM | $3.9M | 0.7%Prev: 0.6% | 17,651 SH | Increased+3,639 SH |
| MANITOWOC CO INC | COM NEW | $1.4M | 0.3%Prev: 0.2% | 100,933 SH | Increased+18,797 SH |
| MASTERCARD INCORPORATED | CL A | $3.7M | 0.7%Prev: 0.7% | 7,171 SH | Increased+989 SH |
| MCDONALDS CORP | COM | $3.8M | 0.7%Prev: 0.5% | 14,085 SH | Increased+5,538 SH |
| META PLATFORMS INC | CL A | $275K | 0.0%Prev: 0.1% | 489 SH | Decreased+18 SH |
| MICROSOFT CORP | COM | $16.1M | 2.9%Prev: 3.5% | 43,190 SH | Decreased+7,290 SH |
| NEWMONT CORP | COM | $4.6M | 0.8%Prev: 0.6% | 49,272 SH | Increased-2,329 SH |
| NEXTERA ENERGY INC | COM | $8.7M | 1.6% | 99,584 SH | New |
| NVIDIA CORPORATION | COM | $24.2M | 4.3%Prev: 4.4% | 120,965 SH | Increased-19,414 SH |
| OREILLY AUTOMOTIVE INC | COM | $1.3M | 0.2%Prev: 0.1% | 13,754 SH | Increased+6,389 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.8M | 0.3%Prev: 0.5% | 15,422 SH | Decreased-1,712 SH |
| PARKER-HANNIFIN CORP | COM | $5.1M | 0.9%Prev: 0.8% | 5,193 SH | Increased-690 SH |
| PHILIP MORRIS INTL INC | COM | $3.8M | 0.7%Prev: 0.6% | 20,988 SH | Increased+4,259 SH |
| POOL CORP | COM | $1.2M | 0.2%Prev: 0.1% | 5,633 SH | Increased+3,575 SH |
| POWELL INDS INC | COM | $3.3M | 0.6%Prev: 0.2% | 11,652 SH | Increased+5,987 SH |
| PROCTER & GAMBLE CO | COM | $3.9M | 0.7% | 26,332 SH | New |
| QUANTA SVCS INC | COM | $18.3M | 3.3%Prev: 2.0% | 25,347 SH | Increased-1,395 SH |
| QUANTINUUM INC | CL A COM | $10.5M | 1.9% | 128,525 SH | New |
| RBB FD INC | F/M US TREASURY | $548K | 0.1% | 10,995 SH | New |
| REDDIT INC | CL A | $951K | 0.2% | 5,480 SH | New |
| ROCKWELL AUTOMATION INC | COM | $1.7M | 0.3%Prev: 0.2% | 3,470 SH | Increased+613 SH |
| ROPER TECHNOLOGIES INC | COM | $3.6M | 0.6%Prev: 0.6% | 10,558 SH | Increased+5,470 SH |
| RTX CORPORATION | COM | $4.5M | 0.8%Prev: 0.7% | 23,822 SH | Increased-775 SH |
| SHERWIN WILLIAMS CO | COM | $3.8M | 0.7%Prev: 0.6% | 10,939 SH | Increased+1,857 SH |
| SPDR SERIES TRUST | ST STR P500ETF | $239K | 0.0% | 2,724 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $391K | 0.1% | 523 SH | New |
| STERIS PLC | SHS USD | $3.1M | 0.6%Prev: 0.6% | 14,856 SH | Increased+1,834 SH |
| STRATEGY INC | CL A NEW | $12.4M | 2.2% | 142,149 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.9M | 0.5% | 6,164 SH | New |
| TARGET CORP | COM | $231K | 0.0% | 1,767 SH | New |
| TESLA INC | COM | $14.1M | 2.5%Prev: 2.1% | 33,513 SH | Increased-548 SH |
| TJX COS INC NEW | COM | $426K | 0.1%Prev: 0.1% | 2,810 SH | Increased+36 SH |
| TRANSDIGM GROUP INC | COM | $1.2M | 0.2%Prev: 0.2% | 875 SH | Increased+293 SH |
| TRANSMEDICS GROUP INC | COM | $1.0M | 0.2% | 15,160 SH | New |
| UNITEDHEALTH GROUP INC | COM | $18.4M | 3.3%Prev: 1.3% | 44,271 SH | Increased+22,493 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $25.5M | 4.6%Prev: 1.5% | 370,423 SH | Increased+259,153 SH |
| VERIZON COMMUNICATIONS INC | COM | $3.5M | 0.6%Prev: 0.5% | 81,654 SH | Increased+27,532 SH |
| VISA INC | COM CL A | $10.2M | 1.8%Prev: 1.6% | 29,728 SH | Increased+7,566 SH |
| WABTEC | COM | $1.4M | 0.2%Prev: 0.2% | 5,171 SH | Increased+988 SH |
| WALMART INC | COM | $3.8M | 0.7%Prev: 0.6% | 33,848 SH | Increased+3,073 SH |
| XCEL ENERGY INC | COM | $3.5M | 0.6%Prev: 0.5% | 44,001 SH | Increased+4,643 SH |