AT&T INC COM 00206R102 459607 15854 SH SOLE 0 0 15854 ABBVIE INC COM 00287Y109 340372 1565 SH SOLE 0 0 1565 ALPHABET INC CAP STK CL A 02079K305 5626111 19565 SH SOLE 0 0 19565 AMAZON COM INC COM 023135106 7909053 37975 SH SOLE 0 0 37975 AMERICAN EXPRESS CO COM 025816109 277072 916 SH SOLE 0 0 916 AMERICAN WTR WKS CO INC NEW COM 030420103 337231 2478 SH SOLE 0 0 2478 APPLE INC COM 037833100 6503115 25624 SH SOLE 0 0 25624 ARISTA NETWORKS INC COM SHS 040413205 8352232 68026 SH SOLE 0 0 68026 ARQIT QUANTUM INC COM NEW G0567U127 2087789 157569 SH SOLE 0 0 157569 BANK AMERICA CORP COM 060505104 1860008 38154 SH SOLE 0 0 38154 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 390069 814 SH SOLE 0 0 814 BHP BILLITON LIMITED SPONSORED ADS 088606108 7344049 100963 SH SOLE 0 0 100963 BROWN FORMAN CORP CL A 115637100 8489376 316886 SH SOLE 0 0 316886 CINCINNATI FINL CORP COM 172062101 324141 2060 SH SOLE 0 0 2060 CME GROUP INC COM 12572Q105 272017 921 SH SOLE 0 0 921 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 850740 7674 SH SOLE 0 0 7674 CORNING INC COM 219350105 3117248 22926 SH SOLE 0 0 22926 CROWDSTRIKE HLDGS INC CL A 22788C105 10674200 27341 SH SOLE 0 0 27341 CUMMINS INC COM 231021106 448709 834 SH SOLE 0 0 834 DEVON ENERGY CORP NEW COM 25179M103 350328 6962 SH SOLE 0 0 6962 ELI LILLY & CO COM 532457108 2705044 2941 SH SOLE 0 0 2941 EMERSON ELEC CO COM 291011104 1535816 11722 SH SOLE 0 0 11722 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 871055 14219 SH SOLE 0 0 14219 FIFTH THIRD BANCORP COM 316773100 341946 7360 SH SOLE 0 0 7360 FIRST TR EXCHANGE-TRADED FD SHS 336917109 203149 3999 SH SOLE 0 0 3999 FREEPORT MCMORAN INC CL B 35671D857 6033062 102638 SH SOLE 0 0 102638 GAP INC COM 364760108 1079804 44620 SH SOLE 0 0 44620 GE VERNOVA INC COM 36828A101 6869723 7870 SH SOLE 0 0 7870 GENERAC HLDGS INC COM 368736104 10268889 52572 SH SOLE 0 0 52572 GILEAD SCIENCES INC COM 375558103 6941183 49804 SH SOLE 0 0 49804 GOLDMAN SACHS GROUP INC COM 38141G104 3037104 3590 SH SOLE 0 0 3590 HCA HEALTHCARE INC COM 40412C101 8207401 17343 SH SOLE 0 0 17343 HERSHEY CO COM 427866108 302272 1454 SH SOLE 0 0 1454 HEWLETT PACKARD ENTERPRISE C COM 42824C109 370674 15568 SH SOLE 0 0 15568 INTERNATIONAL BUSINESS MACHS COM 459200101 2301493 9495 SH SOLE 0 0 9495 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 501790 30013 SH SOLE 0 0 30013 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 513348 27510 SH SOLE 0 0 27510 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1174053 59824 SH SOLE 0 0 59824 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1179319 60385 SH SOLE 0 0 60385 IRON MTN INC DEL COM 46284V101 1497066 14657 SH SOLE 0 0 14657 ISHARES TR ISHARES BIOTECH 464287556 964809 5714 SH SOLE 0 0 5714 ISHARES TR RUSSELL 2000 ETF 464287655 354392 1429 SH SOLE 0 0 1429 ISHARES TR S&P 500 GRWT ETF 464287309 1304988 11537 SH SOLE 0 0 11537 MARRIOTT INTL INC NEW CL A 571903202 351600 1075 SH SOLE 0 0 1075 MICROSOFT CORP COM 594918104 7142800 19296 SH SOLE 0 0 19296 NEXTERA ENERGY INC COM 65339F101 388238 4180 SH SOLE 0 0 4180 NUCOR CORP COM 670346105 348515 2061 SH SOLE 0 0 2061 ORACLE CORP COM 68389X105 246409 1675 SH SOLE 0 0 1675 OSHKOSH CORP COM 688239201 6372721 43290 SH SOLE 0 0 43290 PACCAR INC COM 693718108 256988 2225 SH SOLE 0 0 2225 PALANTIR TECHNOLOGIES INC CL A 69608A108 3627598 24799 SH SOLE 0 0 24799 PHILIP MORRIS INTL INC COM 718172109 2242672 13564 SH SOLE 0 0 13564 POLARIS INC COM 731068102 270320 4960 SH SOLE 0 0 4960 SELECT SECTOR SPDR TR STATE STREET REA 81369Y860 377473 9245 SH SOLE 0 0 9245 RIGETTI COMPUTING INC COMMON STOCK 76655K103 2328408 165841 SH SOLE 0 0 165841 ROYAL CARIBBEAN GROUP COM V7780T103 261971 952 SH SOLE 0 0 952 SALESFORCE INC COM 79466L302 9032028 48385 SH SOLE 0 0 48385 SEALSQ CORP ORD SHS G79483106 2603701 993779 SH SOLE 0 0 993779 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 947629 5859 SH SOLE 0 0 5859 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 414846 9040 SH SOLE 0 0 9040 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 1094400 22167 SH SOLE 0 0 22167 SOUNDHOUND AI INC CLASS A COM 836100107 105015 15286 SH SOLE 0 0 15286 SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 505913 10124 SH SOLE 0 0 10124 SPDR GOLD TR GOLD SHS 78463V107 7910451 18384 SH SOLE 0 0 18384 STARBUCKS CORP COM 855244109 349849 3905 SH SOLE 0 0 3905 STERLING INFRASTRUCTURE INC COM 859241101 278573 684 SH SOLE 0 0 684 STRATEGY INC CL A NEW 594972408 5085350 40748 SH SOLE 0 0 40748 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 810956 6102 SH SOLE 0 0 6102 COCA COLA CO COM 191216100 385041 5063 SH SOLE 0 0 5063 TJX COS INC NEW COM 872540109 284426 1781 SH SOLE 0 0 1781 TOPBUILD COR COM 89055F103 4732011 13470 SH SOLE 0 0 13470 US BANCORP COM NEW 902973304 411347 7909 SH SOLE 0 0 7909 VANGUARD STAR FDS VG TL INTL STK F 921909768 206080 2673 SH SOLE 0 0 2673 VANGUARD INDEX FDS TOTAL STK MKT 922908769 395674 1233 SH SOLE 0 0 1233 VERTIV HOLDINGS CO COM CL A 92537N108 9069743 36195 SH SOLE 0 0 36195 VULCAN MATLS CO COM 929160109 6571416 24133 SH SOLE 0 0 24133 WELLS FARGO & CO COM 949746101 5495319 69028 SH SOLE 0 0 69028 WILLIAMS COS INC COM 969457100 375763 5163 SH SOLE 0 0 5163 ZILLOW GROUP INC CL C CAP STK 98954M200 5444077 131563 SH SOLE 0 0 131563