|
AAPL
|
Apple
|
Outperform
|
16
|
$190.40
|
$196.10
|
5.04%
|
12
|
$2.96T
|
|
MSFT
|
Microsoft Corp
|
Buy
|
18
|
$382.70
|
$405.61
|
7.92%
|
16
|
$2.84T
|
|
GOOGL
|
Alphabet Inc
|
Outperform
|
14
|
$137.20
|
$125.60
|
11.52%
|
38
|
$1.73T
|
|
AMZN
|
Amazon.com Inc
|
Buy
|
13
|
$147.03
|
$173.43
|
18.34%
|
20
|
$1.52T
|
|
NVDA
|
NVIDIA
|
Buy
|
16
|
$478.21
|
$651.41
|
31.74%
|
36
|
$1.18T
|
|
BRK.A
|
Berkshire Hathaway Inc
|
Outperform
|
9
|
$546.87k
|
$606.67k
|
9.72%
|
1
|
$783.74B
|
|
TSLA
|
Tesla
|
Hold
|
16
|
$246.72
|
$236.38
|
1.33%
|
28
|
$784.30B
|
|
LLY
|
Eli Lilly & Co
|
Outperform
|
16
|
$591.60
|
$594.01
|
9.87%
|
12
|
$532.03B
|
|
V
|
Visa
|
Outperform
|
10
|
$252.94
|
$276.06
|
9.31%
|
15
|
$507.97B
|
|
UNH
|
UnitedHealth Group Inc
|
Buy
|
16
|
$540.53
|
$587.78
|
9.34%
|
11
|
$499.95B
|
|
JPM
|
JPMorgan Chase & Co
|
Outperform
|
12
|
$153.54
|
$169.13
|
8.77%
|
3
|
$443.89B
|
|
SPY
|
SPDR S&P 500 ETF Trust
|
-
|
2
|
$454.93
|
$140.00
|
15.48%
|
0
|
$428.60B
|
|
WMT
|
Walmart Inc
|
Outperform
|
14
|
$158.64
|
$177.51
|
12.20%
|
3
|
$426.99B
|
|
XOM
|
Exxon Mobil Corp
|
Outperform
|
4
|
$103.90
|
$126.91
|
18.29%
|
14
|
$415.26B
|
|
AVGO
|
Broadcom
|
Outperform
|
9
|
$946.35
|
$979.92
|
5.14%
|
11
|
$390.59B
|
|
MA
|
Mastercard
|
Buy
|
10
|
$409.01
|
$444.47
|
8.19%
|
1
|
$383.56B
|
|
IVV
|
iShares Trust - iShares Core S...
|
-
|
2
|
$456.98
|
$0.00
|
-100.00%
|
0
|
$375.03B
|
|
JNJ
|
Johnson & Johnson
|
Outperform
|
10
|
$151.63
|
$176.14
|
13.43%
|
6
|
$365.02B
|
|
PG
|
Procter & Gamble
|
Outperform
|
12
|
$152.29
|
$166.74
|
9.33%
|
5
|
$358.93B
|
|
META
|
Meta Platforms
|
Buy
|
13
|
$341.49
|
$286.17
|
11.28%
|
3
|
$340.94B
|
|
ORCL
|
Oracle Corp
|
Outperform
|
13
|
$116.24
|
$127.99
|
15.28%
|
5
|
$318.43B
|
|
HD
|
Home Depot
|
Outperform
|
18
|
$313.34
|
$344.89
|
5.32%
|
28
|
$311.86B
|
|
ADBE
|
Adobe
|
Outperform
|
12
|
$623.32
|
$601.64
|
-1.01%
|
19
|
$283.80B
|
|
CVX
|
Chevron Corp
|
Outperform
|
3
|
$145.51
|
$183.01
|
23.70%
|
1
|
$273.86B
|
|
COST
|
Costco Wholesale
|
Outperform
|
13
|
$594.00
|
$594.79
|
1.01%
|
7
|
$262.99B
|
|
MRK
|
Merck
|
Outperform
|
5
|
$100.18
|
$123.75
|
24.78%
|
15
|
$253.86B
|
|
KO
|
Coca Cola
|
Outperform
|
18
|
$58.58
|
$64.01
|
9.25%
|
0
|
$253.27B
|
|
ABBV
|
AbbVie
|
Outperform
|
10
|
$138.08
|
$167.35
|
20.94%
|
16
|
$243.79B
|
|
PEP
|
PepsiCo Inc
|
Outperform
|
18
|
$168.86
|
$198.42
|
9.59%
|
12
|
$234.91B
|
|
BAC
|
Bank of America Corp
|
Outperform
|
8
|
$29.53
|
$33.37
|
8.36%
|
17
|
$233.69B
|
|
QQQ
|
Invesco QQQ Trust, Series 1
|
-
|
4
|
$390.19
|
$55.00
|
-100.00%
|
0
|
$221.65B
|
|
CRM
|
Salesforce
|
Outperform
|
16
|
$224.92
|
$254.40
|
12.82%
|
6
|
$218.85B
|
|
NFLX
|
Netflix Inc
|
Outperform
|
14
|
$479.00
|
$458.37
|
-0.84%
|
8
|
$209.65B
|
|
ACN
|
Accenture PLC
|
Outperform
|
10
|
$332.56
|
$332.50
|
2.54%
|
13
|
$208.72B
|
|
MCD
|
McDonald's Corp
|
Outperform
|
15
|
$282.09
|
$307.72
|
9.89%
|
2
|
$204.61B
|
|
AGTH.X
|
The Growth Fund of America
|
-
|
1
|
$67.53
|
$0.00
|
41.54%
|
0
|
$200.82B
|
|
LIN
|
LIN TV Corp
|
Outperform
|
15
|
$410.73
|
$417.34
|
4.69%
|
1
|
$199.16B
|
|
AMD
|
Advanced Micro Devices Inc
|
Outperform
|
9
|
$122.01
|
$129.60
|
6.55%
|
24
|
$197.11B
|
|
CSCO
|
Cisco Systems Inc
|
Outperform
|
9
|
$47.85
|
$54.82
|
12.85%
|
13
|
$194.44B
|
|
TMO
|
Thermo Fisher Scientific Inc
|
Outperform
|
10
|
$485.92
|
$532.68
|
9.07%
|
4
|
$187.75B
|
|
INTC
|
Intel
|
Hold
|
8
|
$44.23
|
$37.98
|
-14.09%
|
10
|
$186.47B
|
|
ABT
|
Abbott Laboratories
|
Outperform
|
10
|
$102.06
|
$116.25
|
12.97%
|
15
|
$177.18B
|
|
DIS
|
Walt Disney
|
Outperform
|
11
|
$92.50
|
$104.55
|
15.14%
|
12
|
$169.30B
|
|
TMUS
|
T-Mobile US
|
Outperform
|
11
|
$148.38
|
$177.51
|
17.94%
|
6
|
$171.60B
|
|
PFE
|
Pfizer Inc
|
Outperform
|
3
|
$29.69
|
$40.55
|
26.31%
|
8
|
$167.64B
|
|
CMCSA
|
Comcast Corp
|
Outperform
|
10
|
$41.87
|
$49.40
|
17.03%
|
18
|
$168.53B
|
|
NKE
|
NIKE Inc
|
Outperform
|
16
|
$108.75
|
$121.58
|
14.48%
|
11
|
$165.51B
|
|
DHR
|
Danaher Corp
|
Outperform
|
10
|
$218.76
|
$245.74
|
9.48%
|
1
|
$161.65B
|
|
INTU
|
Intuit Inc
|
Outperform
|
11
|
$565.07
|
$559.15
|
0.43%
|
6
|
$158.28B
|
|
VZ
|
Verizon Communications
|
Outperform
|
8
|
$37.47
|
$40.27
|
4.08%
|
3
|
$157.53B
|
|
WFC
|
Wells Fargo & Co
|
Outperform
|
9
|
$43.37
|
$49.78
|
15.29%
|
1
|
$157.50B
|
|
WMFF.X
|
Washington Mutual Investors Fu...
|
-
|
3
|
$55.83
|
$0.00
|
68.42%
|
0
|
$154.74B
|
|
PM
|
Philip Morris International In...
|
Outperform
|
10
|
$94.15
|
$112.55
|
16.83%
|
2
|
$146.16B
|
|
QCOM
|
QUALCOMM Inc
|
Outperform
|
3
|
$126.59
|
$151.99
|
10.59%
|
2
|
$140.89B
|
|
IBM
|
International Business Machine...
|
Hold
|
8
|
$155.65
|
$146.13
|
-6.84%
|
1
|
$142.13B
|
|
AMGN
|
Amgen Inc
|
Outperform
|
7
|
$265.52
|
$275.75
|
8.09%
|
11
|
$142.10B
|
|
TXN
|
Texas Instruments Inc
|
Hold
|
10
|
$152.90
|
$163.74
|
4.64%
|
0
|
$138.86B
|
|
NOW
|
ServiceNow
|
Buy
|
11
|
$665.24
|
$651.06
|
-2.29%
|
1
|
$136.08B
|
|
COP
|
ConocoPhillips
|
Outperform
|
5
|
$114.98
|
$136.20
|
20.02%
|
3
|
$136.53B
|
|
UNP
|
Union Pacific Corp
|
Outperform
|
13
|
$221.23
|
$238.44
|
8.03%
|
2
|
$134.86B
|
|
BA
|
Boeing
|
Outperform
|
17
|
$222.37
|
$254.17
|
12.43%
|
6
|
$134.53B
|
|
SPGI
|
S&P Global Inc
|
Buy
|
10
|
$412.98
|
$437.54
|
6.54%
|
4
|
$130.83B
|
|
GE
|
General Electric
|
Outperform
|
9
|
$118.85
|
$131.00
|
12.33%
|
5
|
$129.35B
|
|
MS
|
Morgan Stanley
|
Outperform
|
8
|
$76.88
|
$89.57
|
16.42%
|
12
|
$126.18B
|
|
UPS
|
United Parcel Service Inc
|
Outperform
|
8
|
$150.74
|
$166.77
|
9.13%
|
4
|
$128.42B
|
|
HON
|
Honeywell International Inc
|
Outperform
|
12
|
$194.27
|
$213.16
|
8.61%
|
0
|
$128.07B
|
|
AMAT
|
Applied Materials Inc
|
Outperform
|
8
|
$148.06
|
$161.75
|
8.06%
|
0
|
$123.86B
|
|
CAT
|
Caterpillar Inc
|
Hold
|
10
|
$247.50
|
$285.44
|
5.86%
|
0
|
$126.00B
|
|
AXP
|
American Express Co
|
Outperform
|
9
|
$165.66
|
$171.92
|
6.24%
|
13
|
$120.72B
|
|
NEE
|
NextEra Energy Inc
|
Outperform
|
9
|
$58.16
|
$74.27
|
21.22%
|
10
|
$119.33B
|
|
SBUX
|
Starbucks
|
Outperform
|
17
|
$101.18
|
$113.00
|
8.72%
|
16
|
$115.01B
|
|
GS
|
Goldman Sachs Group Inc-The
|
Outperform
|
6
|
$337.65
|
$384.30
|
12.84%
|
2
|
$115.96B
|
|
T
|
AT&T
|
Outperform
|
9
|
$16.18
|
$18.56
|
11.87%
|
4
|
$115.69B
|
|
VEA
|
Vanguard Tax-Managed Funds - V...
|
-
|
0
|
$45.87
|
$0.00
|
-100.00%
|
0
|
$115.10B
|
|
LOW
|
Lowe's Cos Inc
|
Outperform
|
18
|
$200.05
|
$242.80
|
8.47%
|
28
|
$115.03B
|
|
RTX
|
Raytheon Technologies Corp
|
Outperform
|
11
|
$80.19
|
$91.06
|
8.49%
|
4
|
$115.05B
|
|
UBER
|
Uber Technologies
|
Buy
|
4
|
$56.21
|
$0.00
|
8.52%
|
8
|
$113.94B
|
|
ELV
|
Elevance Health
|
Buy
|
14
|
$475.49
|
$566.26
|
17.77%
|
2
|
$111.72B
|
|
SYK
|
Stryker Corp
|
Outperform
|
10
|
$292.04
|
$313.87
|
8.55%
|
4
|
$110.94B
|
|
ISRG
|
Intuitive Surgical Inc
|
Outperform
|
15
|
$310.95
|
$360.83
|
2.91%
|
13
|
$109.48B
|
|
LMT
|
Lockheed Martin Corp
|
Hold
|
8
|
$448.27
|
$481.60
|
7.08%
|
3
|
$111.22B
|
|
BKNG
|
Booking Holdings Inc
|
Outperform
|
17
|
$3.14k
|
$3.33k
|
9.81%
|
5
|
$109.62B
|
|
BLK
|
BlackRock
|
Outperform
|
15
|
$736.76
|
$760.93
|
0.44%
|
12
|
$109.60B
|
|
MDT
|
Medtronic PLC
|
Outperform
|
11
|
$78.63
|
$90.05
|
14.46%
|
21
|
$104.59B
|
|
DE
|
Deere &
|
Outperform
|
5
|
$360.02
|
$426.58
|
16.66%
|
2
|
$103.69B
|
|
PLD
|
Prologis
|
Outperform
|
12
|
$112.11
|
$144.64
|
15.96%
|
4
|
$103.59B
|
|
SCHW
|
Charles Schwab
|
Outperform
|
10
|
$55.81
|
$75.17
|
25.43%
|
12
|
$101.72B
|
|
TJX
|
TJX Cos Inc-The
|
Outperform
|
17
|
$89.14
|
$98.61
|
12.18%
|
14
|
$101.98B
|
|
IEFA
|
iShares Trust - iShares Core M...
|
-
|
0
|
$67.48
|
$0.00
|
-100.00%
|
0
|
$100.68B
|
|
BMY
|
Bristol-Myers Squibb Co
|
Outperform
|
2
|
$48.92
|
$64.26
|
25.72%
|
13
|
$99.54B
|
|
MMC
|
Marsh & McLennan Cos Inc
|
Outperform
|
10
|
$197.26
|
$203.83
|
2.91%
|
0
|
$97.26B
|
|
MDLZ
|
Mondelez International Inc
|
Outperform
|
15
|
$71.43
|
$78.93
|
10.60%
|
0
|
$97.21B
|
|
PGR
|
Progressive Corp-The
|
Outperform
|
7
|
$163.26
|
$137.53
|
-0.77%
|
9
|
$95.50B
|
|
LRCX
|
Lam Research
|
Outperform
|
7
|
$710.39
|
$699.06
|
-1.46%
|
22
|
$93.62B
|
|
AGG
|
iShares Trust - iShares Core U...
|
-
|
4
|
$96.11
|
$0.00
|
-100.00%
|
0
|
$94.54B
|
|
ADP
|
Automatic Data Processing Inc
|
Hold
|
17
|
$228.99
|
$247.68
|
8.08%
|
1
|
$94.18B
|
|
AMT
|
American Tower Corp
|
Outperform
|
11
|
$203.22
|
$209.65
|
3.34%
|
0
|
$94.73B
|
|
GILD
|
Gilead Sciences Inc
|
Outperform
|
11
|
$74.51
|
$87.30
|
21.46%
|
15
|
$92.84B
|
|
CB
|
Chubb Ltd
|
Outperform
|
10
|
$224.99
|
$244.19
|
8.89%
|
5
|
$91.79B
|
|
ETN
|
Eaton Corp PLC
|
Outperform
|
13
|
$224.59
|
$231.68
|
4.64%
|
14
|
$89.68B
|
|
ADI
|
Analog Devices
|
Outperform
|
10
|
$183.20
|
$202.00
|
9.17%
|
8
|
$90.92B
|
|
VRTX
|
Vertex Pharmaceuticals Inc
|
Outperform
|
15
|
$347.04
|
$395.90
|
12.38%
|
18
|
$89.43B
|
|
CVS
|
CVS Health Corp
|
Outperform
|
13
|
$69.32
|
$89.52
|
24.06%
|
11
|
$89.21B
|
|
AMRF.X
|
American Mutual Fund
|
-
|
2
|
$49.77
|
$0.00
|
16.54%
|
0
|
$87.08B
|
|
C
|
Citigroup Inc
|
Outperform
|
9
|
$44.86
|
$52.57
|
2.54%
|
8
|
$85.86B
|
|
MU
|
Micron Technology Inc
|
Outperform
|
3
|
$76.12
|
$79.73
|
5.10%
|
23
|
$83.58B
|
|
REGN
|
Regeneron Pharmaceuticals Inc
|
Outperform
|
2
|
$801.14
|
$796.73
|
14.09%
|
9
|
$85.20B
|
|
PANW
|
Palo Alto Networks
|
Outperform
|
9
|
$277.83
|
$279.87
|
0.78%
|
21
|
$87.60B
|
|
CI
|
Cigna Corp
|
Outperform
|
12
|
$286.08
|
$341.32
|
22.69%
|
6
|
$83.71B
|
|
SNPS
|
Synopsys Inc
|
Buy
|
7
|
$543.73
|
$485.23
|
-8.04%
|
6
|
$82.69B
|
|
ZTS
|
Zoetis Inc
|
Outperform
|
18
|
$176.97
|
$217.57
|
18.66%
|
9
|
$81.25B
|
|
BSX
|
Boston Scientific Corp
|
Outperform
|
11
|
$54.93
|
$60.80
|
9.23%
|
20
|
$80.47B
|
|
CME
|
CME Group Inc
|
Outperform
|
10
|
$215.94
|
$227.40
|
7.90%
|
15
|
$77.74B
|
|
IWF
|
iShares Trust - iShares Russel...
|
-
|
2
|
$291.32
|
$0.00
|
-100.00%
|
0
|
$77.81B
|
|
SO
|
Southern Company
|
Outperform
|
10
|
$70.49
|
$72.76
|
2.14%
|
6
|
$76.88B
|
|
FI
|
Fiserv
|
Outperform
|
9
|
$127.47
|
$141.54
|
13.75%
|
9
|
$76.51B
|
|
KLAC
|
KLA Corp
|
Outperform
|
8
|
$547.14
|
$540.55
|
0.52%
|
11
|
$74.59B
|
|
BX
|
Blackstone
|
Outperform
|
8
|
$107.64
|
$107.00
|
-1.06%
|
1
|
$76.48B
|
|
SLB
|
Schlumberger Ltd
|
Outperform
|
17
|
$52.31
|
$68.74
|
31.91%
|
13
|
$74.71B
|
|
EQIX
|
Equinix
|
Outperform
|
15
|
$796.92
|
$834.20
|
6.85%
|
0
|
$74.82B
|
|
CDNS
|
Cadence Design Systems Inc
|
Buy
|
7
|
$270.72
|
$270.96
|
-1.74%
|
0
|
$73.65B
|
|
MO
|
Altria Group Inc
|
Hold
|
7
|
$41.82
|
$47.91
|
10.00%
|
9
|
$73.96B
|
|
ITW
|
Illinois Tool Works Inc
|
Hold
|
8
|
$241.25
|
$233.17
|
-2.18%
|
11
|
$72.59B
|
|
EOG
|
EOG Resources Inc
|
Outperform
|
9
|
$123.64
|
$147.72
|
20.51%
|
3
|
$72.10B
|
|
IEMG
|
iShares, Inc. - iShares Core M...
|
-
|
5
|
$49.86
|
$0.00
|
-100.00%
|
0
|
$71.66B
|
|
FISR.X
|
Franklin Custodian Funds - Fra...
|
-
|
4
|
$2.16
|
$0.00
|
154.63%
|
0
|
$71.49B
|
|
IJH
|
iShares Trust - iShares Core S...
|
-
|
2
|
$253.63
|
$0.00
|
-100.00%
|
0
|
$71.37B
|
|
NOC
|
Northrop Grumman Corp
|
Outperform
|
10
|
$470.08
|
$502.71
|
3.60%
|
3
|
$70.88B
|
|
VIG
|
Vanguard Specialized Funds - V...
|
-
|
0
|
$163.39
|
$0.00
|
-100.00%
|
0
|
$70.52B
|
|
SHW
|
Sherwin Williams
|
Outperform
|
15
|
$273.45
|
$285.58
|
4.41%
|
20
|
$69.99B
|
|
DUK
|
Duke Energy Corp
|
Outperform
|
9
|
$91.13
|
$97.25
|
5.34%
|
3
|
$70.23B
|
|
WM
|
Waste Management Inc
|
Outperform
|
12
|
$169.68
|
$179.60
|
3.14%
|
3
|
$68.34B
|
|
BDX
|
Becton Dickinson and Co
|
Outperform
|
9
|
$237.28
|
$301.27
|
22.22%
|
8
|
$68.50B
|
|
ANET
|
Arista Networks
|
Outperform
|
9
|
$217.25
|
$217.82
|
3.57%
|
0
|
$67.59B
|
|
IJR
|
iShares Trust - iShares Core S...
|
-
|
2
|
$95.62
|
$35.00
|
-100.00%
|
0
|
$67.54B
|
|
HCA
|
HCA Healthcare
|
Buy
|
18
|
$246.65
|
$281.53
|
13.52%
|
1
|
$66.02B
|
|
GD
|
General Dynamics Corp
|
Outperform
|
12
|
$245.22
|
$269.73
|
9.09%
|
3
|
$66.80B
|
|
MCO
|
Moody's Corp
|
Outperform
|
8
|
$361.18
|
$355.84
|
-0.33%
|
12
|
$66.10B
|
|
ICE
|
Intercontinental Exchange
|
Outperform
|
11
|
$112.78
|
$131.25
|
17.04%
|
14
|
$64.55B
|
|
FDX
|
FedEx Corp
|
Outperform
|
10
|
$253.41
|
$290.47
|
14.44%
|
6
|
$63.71B
|
|
CL
|
Colgate-Palmolive Co
|
Outperform
|
18
|
$77.87
|
$81.66
|
6.59%
|
1
|
$64.12B
|
|
CSX
|
CSX Corp
|
Outperform
|
13
|
$32.05
|
$36.03
|
13.88%
|
1
|
$63.34B
|
|
HUM
|
Humana Inc
|
Outperform
|
14
|
$510.45
|
$611.23
|
14.60%
|
7
|
$62.84B
|
|
WDAY
|
Workday
|
Outperform
|
16
|
$237.33
|
$257.26
|
9.55%
|
5
|
$62.18B
|
|
VMW
|
VMware
|
-
|
6
|
$142.48
|
$154.76
|
-100.00%
|
12
|
$61.52B
|
|
MCK
|
McKesson Corp
|
Outperform
|
11
|
$461.60
|
$477.85
|
10.05%
|
3
|
$61.42B
|
|
KKR
|
Kohlberg Kravis Roberts & Co. ...
|
Outperform
|
10
|
$69.38
|
$75.62
|
8.10%
|
2
|
$61.40B
|
|
MAR
|
Marriott International Inc-MD
|
Hold
|
17
|
$204.66
|
$207.85
|
2.61%
|
8
|
$60.11B
|
|
PYPL
|
PayPal Holdings
|
Outperform
|
13
|
$58.47
|
$78.71
|
23.14%
|
34
|
$63.04B
|
|
NasdaqGS:ATVI
|
Activision Blizzard
|
-
|
7
|
$1.70k
|
$95.20
|
-100.00%
|
2
|
$60.72B
|
|
CMG
|
Chipotle Mexican Grill Inc
|
Outperform
|
14
|
$2.21k
|
$2.16k
|
-0.30%
|
9
|
$60.56B
|
|
TGT
|
Target Corp
|
Outperform
|
13
|
$131.67
|
$147.08
|
10.12%
|
24
|
$60.79B
|
|
APD
|
Air Products and Chemicals
|
Outperform
|
16
|
$268.40
|
$310.73
|
14.38%
|
11
|
$59.64B
|
|
VNQ
|
Vanguard Specialized Funds - V...
|
-
|
4
|
$80.58
|
$0.00
|
7.62%
|
0
|
$59.91B
|
|
VXUS
|
Vanguard STAR Funds - Vanguard...
|
-
|
0
|
$55.96
|
$0.00
|
-100.00%
|
0
|
$59.32B
|
|
CHTR
|
Charter Communications
|
Outperform
|
10
|
$401.29
|
$466.19
|
15.25%
|
6
|
$59.36B
|
|
ORLY
|
O'Reilly Automotive Inc
|
Outperform
|
12
|
$977.43
|
$1.00k
|
4.97%
|
0
|
$57.83B
|
|
GLD
|
SPDR Gold Trust
|
-
|
4
|
$189.26
|
$82.00
|
-100.00%
|
0
|
$57.90B
|
|
EPD
|
Enterprise Products Partners L...
|
Outperform
|
7
|
$26.44
|
$31.56
|
17.25%
|
0
|
$57.42B
|
|
USB
|
US Bancorp
|
Outperform
|
14
|
$37.04
|
$40.77
|
5.29%
|
14
|
$57.67B
|
|
MPC
|
Marathon Petroleum Corp
|
Outperform
|
6
|
$149.99
|
$154.41
|
6.67%
|
10
|
$56.95B
|
|
MNST
|
Monster Beverage
|
Outperform
|
16
|
$55.28
|
$61.10
|
10.35%
|
15
|
$57.52B
|
|
CTAS
|
Cintas Corp
|
Outperform
|
13
|
$554.35
|
$522.41
|
-4.39%
|
0
|
$56.46B
|
|
ROP
|
Roper Technologies Inc
|
Outperform
|
17
|
$525.87
|
$547.76
|
6.49%
|
1
|
$56.17B
|
|
IWM
|
iShares Trust - iShares Russel...
|
-
|
10
|
$178.04
|
$0.00
|
-100.00%
|
0
|
$55.83B
|
|
VGT
|
Vanguard World Fund - Vanguard...
|
-
|
0
|
$460.37
|
$0.00
|
-100.00%
|
0
|
$55.59B
|
|
PH
|
Parker-Hannifin Corp
|
Outperform
|
16
|
$426.53
|
$445.16
|
7.85%
|
7
|
$54.80B
|
|
PXD
|
Pioneer Natural Resources Co
|
Hold
|
8
|
$236.11
|
$258.02
|
8.00%
|
16
|
$55.09B
|
|
SCCO
|
Southern Copper Corp
|
Underperform
|
8
|
$71.84
|
$62.82
|
-11.61%
|
0
|
$54.90B
|
|
XLK
|
The Select Sector SPDR Trust -...
|
-
|
12
|
$184.75
|
$0.00
|
-100.00%
|
0
|
$54.85B
|
|
AJG
|
Arthur J Gallagher & Co
|
Outperform
|
18
|
$246.74
|
$252.80
|
6.79%
|
8
|
$53.27B
|
|
DELL
|
Dell Technologies
|
Outperform
|
16
|
$74.03
|
$65.00
|
4.01%
|
7
|
$54.03B
|
|
TDG
|
TransDigm Group Inc
|
Outperform
|
17
|
$956.18
|
$969.17
|
12.95%
|
6
|
$52.89B
|
|
APH
|
Amphenol Corp
|
Outperform
|
17
|
$89.91
|
$92.92
|
5.66%
|
1
|
$53.79B
|
|
ECL
|
Ecolab Inc
|
Outperform
|
18
|
$188.41
|
$196.73
|
3.50%
|
7
|
$53.72B
|
|
MMM
|
3M Co
|
Hold
|
10
|
$98.51
|
$110.96
|
8.62%
|
12
|
$54.41B
|
|
MSI
|
Motorola Solutions Inc
|
Outperform
|
10
|
$318.46
|
$310.51
|
2.05%
|
1
|
$52.85B
|
|
XLNX
|
Xilinx
|
-
|
0
|
$193.55
|
$181.75
|
-48.03%
|
0
|
$52.56B
|
|
OXY
|
Occidental Petroleum Corp
|
Outperform
|
3
|
$60.06
|
$70.32
|
13.22%
|
2
|
$52.71B
|
|
FCX
|
Freeport-McMoRan Inc
|
Outperform
|
7
|
$37.22
|
$46.89
|
22.11%
|
4
|
$53.37B
|
|
PSX
|
Phillips 66
|
Outperform
|
7
|
$118.00
|
$122.29
|
10.17%
|
11
|
$51.91B
|
|
BNDX
|
Vanguard Charlotte Funds - Van...
|
-
|
0
|
$49.11
|
$0.00
|
-100.00%
|
0
|
$52.02B
|
|
TT
|
Trane Technologies PLC
|
Hold
|
14
|
$222.71
|
$216.60
|
3.50%
|
1
|
$50.68B
|
|
APO
|
Apollo Global Management
|
Outperform
|
13
|
$90.63
|
$98.00
|
5.93%
|
1
|
$51.44B
|
|
PNC
|
PNC Financial Services Group I...
|
Outperform
|
10
|
$129.59
|
$140.22
|
3.02%
|
16
|
$51.62B
|
|
IWD
|
iShares Trust - iShares Russel...
|
-
|
6
|
$155.68
|
$0.00
|
-100.00%
|
0
|
$50.55B
|
|
RSG
|
Republic Services Inc
|
Outperform
|
15
|
$159.84
|
$163.44
|
3.85%
|
0
|
$50.29B
|
|
EMR
|
Emerson Electric Co
|
Outperform
|
10
|
$87.90
|
$110.04
|
20.59%
|
7
|
$50.11B
|
|
CRWD
|
CrowdStrike Holdings
|
Buy
|
9
|
$212.35
|
$193.87
|
3.84%
|
27
|
$50.05B
|
|
WELL
|
HAN-GINS Indxx Healthcare Inno...
|
Outperform
|
18
|
$89.31
|
$90.94
|
3.57%
|
2
|
$49.43B
|
|
CPRT
|
Copart Inc
|
Outperform
|
16
|
$50.73
|
$47.81
|
10.39%
|
0
|
$48.71B
|
|
AFL
|
Aflac Inc
|
Hold
|
13
|
$82.18
|
$78.35
|
-2.65%
|
6
|
$48.02B
|
|
EFA
|
iShares Trust - iShares MSCI E...
|
-
|
11
|
$72.33
|
$0.00
|
-100.00%
|
0
|
$48.35B
|
|
VYM
|
Vanguard Whitehall Funds - Van...
|
-
|
0
|
$105.68
|
$0.00
|
-100.00%
|
0
|
$48.34B
|
|
SCHD
|
Schwab Strategic Trust - Schwa...
|
-
|
0
|
$71.54
|
$0.00
|
-100.00%
|
0
|
$48.31B
|
|
PCAR
|
PACCAR Inc
|
Hold
|
10
|
$90.94
|
$92.44
|
0.62%
|
0
|
$47.57B
|
|
NSC
|
Norfolk Southern Corp
|
Outperform
|
17
|
$212.40
|
$224.56
|
5.93%
|
1
|
$48.03B
|
|
MRVL
|
Marvell Technology Group Ltd
|
Buy
|
13
|
$55.58
|
$98.81
|
24.69%
|
12
|
$47.89B
|
|
MET
|
MetLife
|
Outperform
|
9
|
$63.19
|
$76.36
|
25.02%
|
13
|
$46.77B
|
|
CCI
|
Crown Castle International Cor...
|
Hold
|
13
|
$111.13
|
$154.82
|
-7.32%
|
0
|
$48.20B
|