ABBOTT LABS COM 002824100 399035 3500 SH SOLE 0 0 3500 ABBVIE INC COM 00287Y109 2673090 13536 SH SOLE 0 0 13536 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 874863 2475 SH SOLE 0 0 2475 ADDUS HOMECARE CORP COM 006739106 810153 6090 SH SOLE 0 0 6090 ADVANCED MICRO DEVICES INC COM 007903107 9099385 55457 SH SOLE 0 0 55457 AECOM COM 00766T100 6796509 65813 SH SOLE 0 0 65813 AFLAC INC COM 001055102 559000 5000 SH SOLE 0 0 5000 ALPHABET INC CAP STK CL A 02079K305 14692990 88592 SH SOLE 0 0 88592 ALPHABET INC CAP STK CL C 02079K107 1399381 8370 SH SOLE 0 0 8370 AMAZON COM INC COM 023135106 13959285 74917 SH SOLE 0 0 74917 AMDOCS LTD SHS G02602103 481228 5501 SH SOLE 0 0 5501 AMERICAN ELEC PWR CO INC COM 025537101 683111 6658 SH SOLE 0 0 6658 AMGEN INC COM 031162100 1052016 3265 SH SOLE 0 0 3265 APPLE INC COM 037833100 26520060 113820 SH SOLE 0 0 113820 ARCHER DANIELS MIDLAND CO COM 039483102 462747 7746 SH SOLE 0 0 7746 ASTRANA HEALTH INC COM NEW 03763A207 856759 14787 SH SOLE 0 0 14787 BANK AMERICA CORP COM 060505104 970811 24466 SH SOLE 0 0 24466 BEL FUSE INC CL A 077347201 421981 4244 SH SOLE 0 0 4244 BLACKROCK INC COM 09247X101 635223 669 SH SOLE 0 0 669 BLACKSTONE INC COM 09260D107 11119995 72618 SH SOLE 0 0 72618 BOOKING HOLDINGS INC COM 09857L108 7661847 1819 SH SOLE 0 0 1819 BOSTON SCIENTIFIC CORP COM 101137107 9236017 110215 SH SOLE 0 0 110215 BROADCOM INC COM 11135F101 3185213 18465 SH SOLE 0 0 18465 CAMPBELL SOUP CO COM 134429109 473742 9684 SH SOLE 0 0 9684 CBOE GLOBAL MKTS INC COM 12503M108 913516 4459 SH SOLE 0 0 4459 CHEVRON CORP NEW COM 166764100 316631 2150 SH SOLE 0 0 2150 CHUBB LIMITED COM H1467J104 1467040 5087 SH SOLE 0 0 5087 CISCO SYS INC COM 17275R102 1466478 27555 SH SOLE 0 0 27555 CITIGROUP INC COM NEW 172967424 237317 3791 SH SOLE 0 0 3791 CME GROUP INC COM 12572Q105 1240495 5622 SH SOLE 0 0 5622 COLGATE PALMOLIVE CO COM 194162103 207620 2000 SH SOLE 0 0 2000 COMCAST CORP NEW CL A 20030N101 1465668 35089 SH SOLE 0 0 35089 CONSTELLATION BRANDS INC CL A 21036P108 7177440 27853 SH SOLE 0 0 27853 CONSTELLATION ENERGY CORP COM 21037T109 350247 1347 SH SOLE 0 0 1347 COREBRIDGE FINL INC COM 21871X109 8619871 295606 SH SOLE 0 0 295606 CORNING INC COM 219350105 1080214 23925 SH SOLE 0 0 23925 CRYOPORT INC COM PAR $0.001 229050307 348001 42910 SH SOLE 0 0 42910 CSX CORP COM 126408103 6524755 188959 SH SOLE 0 0 188959 CUMMINS INC COM 231021106 2088446 6450 SH SOLE 0 0 6450 DISNEY WALT CO COM 254687106 570850 5935 SH SOLE 0 0 5935 DOW INC COM 260557103 522209 9559 SH SOLE 0 0 9559 DUKE ENERGY CORP NEW COM NEW 26441C204 434105 3765 SH SOLE 0 0 3765 ELI LILLY & CO COM 532457108 8052309 9089 SH SOLE 0 0 9089 EVERGY INC COM 30034W106 571485 9216 SH SOLE 0 0 9216 EXXON MOBIL CORP COM 30231G102 565235 4822 SH SOLE 0 0 4822 FIRST SOLAR INC COM 336433107 13245763 53102 SH SOLE 0 0 53102 GE VERNOVA INC COM 36828A101 9430181 36984 SH SOLE 0 0 36984 GENERAL DYNAMICS CORP COM 369550108 1046821 3464 SH SOLE 0 0 3464 GENUINE PARTS CO COM 372460105 578276 4140 SH SOLE 0 0 4140 GILEAD SCIENCES INC COM 375558103 1154477 13770 SH SOLE 0 0 13770 GOLD FIELDS LTD SPONSORED ADR 38059T106 457461 29802 SH SOLE 0 0 29802 GOLDMAN SACHS GROUP INC COM 38141G104 716920 1448 SH SOLE 0 0 1448 HEALTHSTREAM INC COM 42222N103 838293 29067 SH SOLE 0 0 29067 HESS CORP COM 42809H107 773381 5695 SH SOLE 0 0 5695 HOME DEPOT INC COM 437076102 1677528 4140 SH SOLE 0 0 4140 HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 706088 22253 SH SOLE 0 0 22253 ICON PLC SHS G4705A100 9770839 34008 SH SOLE 0 0 34008 INTEGER HLDGS CORP COM 45826H109 948740 7298 SH SOLE 0 0 7298 INTERNATIONAL BUSINESS MACHS COM 459200101 2460621 11130 SH SOLE 0 0 11130 INTERPUBLIC GROUP COS INC COM 460690100 543720 17190 SH SOLE 0 0 17190 INTUITIVE SURGICAL INC COM NEW 46120E602 10539707 21454 SH SOLE 0 0 21454 INVESCO QQQ TR UNIT SER 1 00461E107 2617520 5363 SH SOLE 0 0 5363 ISHARES TR RUSSELL 2000 ETF 464287655 18968487 85873 SH SOLE 0 0 85873 ISHARES TR GLOBAL ENERG ETF 464287341 2469200 60998 SH SOLE 0 0 60998 ISHARES TR CORE S&P SCP ETF 464287804 1589955 13594 SH SOLE 0 0 13594 ISHARES TR MSCI EMG MKT ETF 464287234 1135035 24750 SH SOLE 0 0 24750 ISHARES TR U.S. TECH ETF 464287721 729596 4812 SH SOLE 0 0 4812 ISHARES TR CORE S&P MCP ETF 464287507 557764 8950 SH SOLE 0 0 8950 ISHARES TR S&P 100 ETF 464287101 364493 1317 SH SOLE 0 0 1317 JOHNSON & JOHNSON COM 478160104 1822365 11245 SH SOLE 0 0 11245 JPMORGAN CHASE & CO. COM 46625H100 2976922 14118 SH SOLE 0 0 14118 JUNIPER NETWORKS INC COM 48203R104 1027864 26369 SH SOLE 0 0 26369 KIMBERLY-CLARK CORP COM 494368103 422857 2972 SH SOLE 0 0 2972 KLA CORP COM NEW 482480100 209091 270 SH SOLE 0 0 270 KROGER CO COM 501044101 442127 7716 SH SOLE 0 0 7716 LAM RESEARCH CORP COM 512807108 9952912 12196 SH SOLE 0 0 12196 LENNAR CORP CL A 526057104 359962 1920 SH SOLE 0 0 1920 M/I HOMES INC COM 55305B101 884047 5159 SH SOLE 0 0 5159 MAGNA INTL INC COM 559222401 340509 8297 SH SOLE 0 0 8297 MCDONALDS CORP COM 580135101 618765 2032 SH SOLE 0 0 2032 MERCADOLIBRE INC COM 58733R102 9835045 4793 SH SOLE 0 0 4793 MERCK & CO INC COM 58933Y105 788107 6940 SH SOLE 0 0 6940 META PLATFORMS INC CL A 30303M102 14743193 25755 SH SOLE 0 0 25755 MICRON TECHNOLOGY INC COM 595112103 402603 3882 SH SOLE 0 0 3882 MICROSOFT CORP COM 594918104 10761803 25010 SH SOLE 0 0 25010 MILLER INDS INC TENN COM NEW 600551204 802516 13156 SH SOLE 0 0 13156 NETFLIX INC COM 64110L106 6179161 8712 SH SOLE 0 0 8712 NORTHEAST CMNTY BANCORP INC COM 664121100 1011158 38229 SH SOLE 0 0 38229 NORTHERN TR CORP COM 665859104 500567 5560 SH SOLE 0 0 5560 NRG ENERGY INC COM NEW 629377508 1139570 12509 SH SOLE 0 0 12509 NUCOR CORP COM 670346105 521831 3471 SH SOLE 0 0 3471 NVIDIA CORPORATION COM 67066G104 25087580 206584 SH SOLE 0 0 206584 OMNICOM GROUP INC COM 681919106 878195 8494 SH SOLE 0 0 8494 ORACLE CORP COM 68389X105 983379 5771 SH SOLE 0 0 5771 PACKAGING CORP AMER COM 695156109 887879 4122 SH SOLE 0 0 4122 PALO ALTO NETWORKS INC COM 697435105 12095277 35387 SH SOLE 0 0 35387 PEPSICO INC COM 713448108 390945 2299 SH SOLE 0 0 2299 PFIZER INC COM 717081103 10998300 380038 SH SOLE 0 0 380038 PHILLIPS 66 COM 718546104 5895270 44848 SH SOLE 0 0 44848 POLARIS INC COM 731068102 337872 4059 SH SOLE 0 0 4059 PROTAGONIST THERAPEUTICS INC COM 74366E102 952515 21167 SH SOLE 0 0 21167 PURE STORAGE INC CL A 74624M102 460199 9160 SH SOLE 0 0 9160 QUALCOMM INC COM 747525103 1563440 9194 SH SOLE 0 0 9194 QUANTA SVCS INC COM 00748E106 10584027 35499 SH SOLE 0 0 35499 REGENERON PHARMACEUTICALS COM 75886F107 614976 585 SH SOLE 0 0 585 RTX CORPORATION COM 00755E105 934629 7714 SH SOLE 0 0 7714 SALESFORCE INC COM 79466L302 380457 1390 SH SOLE 0 0 1390 SCHWAB CHARLES CORP COM 808513105 207392 3200 SH SOLE 0 0 3200 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 355659 6906 SH SOLE 0 0 6906 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 354856 5230 SH SOLE 0 0 5230 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 312312 4695 SH SOLE 0 0 4695 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 594603 13311 SH SOLE 0 0 13311 SEMPRA COM 816851109 428437 5123 SH SOLE 0 0 5123 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 375600 10000 SH SOLE 0 0 10000 SPDR S&P 500 ETF TR TR UNIT 78462F103 2218157 3866 SH SOLE 0 0 3866 STEEL DYNAMICS INC COM 858119100 729625 5787 SH SOLE 0 0 5787 TARGET CORP COM 87612E106 1733631 11123 SH SOLE 0 0 11123 TECHNIPFMC PLC COM G87110105 10506532 400554 SH SOLE 0 0 400554 TESLA INC COM 88160R101 7726981 29534 SH SOLE 0 0 29534 THERMO FISHER SCIENTIFIC INC COM 883556102 5297434 8564 SH SOLE 0 0 8564 TYSON FOODS INC CL A 902494103 893817 15007 SH SOLE 0 0 15007 ULTA BEAUTY INC COM 90384S303 6574183 16895 SH SOLE 0 0 16895 UNITEDHEALTH GROUP INC COM 91324P102 2211845 3783 SH SOLE 0 0 3783 VALERO ENERGY CORP COM 91913Y100 202545 1500 SH SOLE 0 0 1500 VANGUARD INDEX FDS GROWTH ETF 922908736 645587 1682 SH SOLE 0 0 1682 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 514395 8165 SH SOLE 0 0 8165 VERIZON COMMUNICATIONS INC COM 92343V104 248757 5539 SH SOLE 0 0 5539 VERTIV HOLDINGS CO COM CL A 92537N108 7415987 74540 SH SOLE 0 0 74540 VILLAGE SUPER MKT INC CL A NEW 927107409 850319 26748 SH SOLE 0 0 26748 VISA INC COM CL A 92826C839 498210 1812 SH SOLE 0 0 1812 WALMART INC COM 931142103 387600 4800 SH SOLE 0 0 4800 WEC ENERGY GROUP INC COM 92939U106 536108 5574 SH SOLE 0 0 5574 WELLS FARGO CO NEW COM 949746101 297590 5268 SH SOLE 0 0 5268 WILLIAMS COS INC COM 969457100 432899 9483 SH SOLE 0 0 9483 YUM BRANDS INC COM 988498101 335304 2400 SH SOLE 0 0 2400 ZIONS BANCORPORATION N A COM 989701107 811712 17190 SH SOLE 0 0 17190