New Purchases: HLT, BKNG, MAR, AIG, IBKR, SLB, KLAC, MRVL, ODFL, CBRE, DOW, CCL, STT, APLS, EXPE, FCX, AMAT, COF, IFF, AON, ERJ, GSK, PRU, BK, HPQ, WY, LYB, NXPI, ITCI, FPH, TPTX, BXMT, KRC, KB, LH, MET, SWK, WBA, LPLA, HCA, RACE, CIBR, DBC, EEM, IJH, LIT, OEF, XLB, CMA, ED, EWBC, ENTG, PACW, HUM, MCHP, NYCB, NUAN, NUE, RIO, SBNY, TCBI, UTHR, VMW, TNET, RILY, NOAH, ENPH, ICLR, PCTY, GDDY, IR, IAC, NVEI, OWL, BRZE, VOO, XMMO, PLD, TFC, SAM, CVBF, CNI, DEO, FDX, GIS, HSBC, HSY, IIVI, INCY, IRM, KMB, KNX, MU, NVS, LIN, RTX, ANTM, CMG, RDS.B, VAC, PSX, VRTV, SHAK, SEDG, HPE, VVV, ASAN, MNDY, TASK, DIDI, LCID, BND, COWZ, DFAE, DFAI, DLS, IGF, MOAT, NTSX, XLK, XLY, AAON, APD, AKAM, Y, NLY, ARW, ASH, AVY, BHP, BIDU, BAM, CHS, DLR, EXAS, PEAK, MLKN, ICE, ISRG, JBLU, KBH, LVS, MDT, MIDD, NRG, NBIX, NVO, PII, REGN, SNY, SCCO, TOL, WYNN, CEF, DNP, KBR, FSLR, AGNC, HII, MPC, Z, TEAM, AA, OKTA, FND, UBER, INMD, RBLX, FLNC, IJR, META, SCHP, SHY, TIP, VCIT, VIG, VNQ, VTIP, VYM, ASXC, LYG,
Added Positions: MSFT, HD, UNH, COST, GOOGL, AVGO, KFY, AAPL, ACN, PFE, TSLA, NVDA, RMD, BRK.A, FB, PG, SHW, UPS, DE, FAST, SYK, DHR, ITW, WCN, PYPL, NFLX, GM, CAT, EMR, DIS, F, CVS, QCOM, PEP, STZ, JPM, LNG, EPAM, AMZN, FISV, UNP, PCRX, INTU, ULTA, TSM, WMT, JNJ, TMO, NOW, CRM, JCI, SCHW, GS, PAYX, V, BMY, CCI, LOW, ETN, FDS, SIVB, GOOG, SHOP, AN, O, ABBV, DHI, ADBE, BRK.B, BA, GLD, HON, TJX, CB, EQIX, TSCO, ADP, NSC, MTN, ZS, DELL, AMGN, KO, MMM, MDLZ, FBHS, QTWO, ABT, AXP, SPY, HUBS, FLGT, SNAP, ATVI, CL, MS, TXN, LULU, ADM, EIX, MRK, SNA, WFC, AWK, CVX, CSCO, TER, VEEV, SPOT, MKL, MCD, SNOW, AMD, CLX, CMCSA, TROW, CG, CHD, DUK, ECL, XOM, WM, TDG, CTAS, LLY, DFAC, BLK, INTC, UL, KKR, AMT, EL, SBUX, VTI, BAC, CATY, SPG, WDAY, FOCS, VTV, CP, PSA, WMB, MA, VEA, CSX, DD, GPC, LMT, MPWR, NKE, H, EDR, EDR, XLU, CAG, BEN, GILD, JLL, ORCL, WAL, JAZZ, BX, ARKK, AFL, AJG, GD, TD, VZ, STWD, MRNA, ICSH, ABMD, MO, COP, EA, VTR, PANW, ZTS, BABA, CCO, WELL, IBM, OXY, FTNT, HZNP, CTVA, IWM, NUBD, NUSA, AZN, BDX, BB, SO, UAMY, TRU, DDOG, MTUM, QQQ, VB, ALGN, BIO, SRE, SYY, TGT, DAL, RNG, LADR, SQ, TRTX, SONO, BMRN, C, NVAX, PHG, PM, TWLO, ARKG, T, MTCH, NKX, BFZ, RH, TWTR, ZEN, RUN, DOCU, CRWD, BILL, TTD, ZM, ABNB, DFAX,
