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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Berkshire Hathaway	BRK-A	764,540.56	768010.00	84	-0.45%	-3469.44
Comfort Systems USA, Inc. Common Stock	FIX	1,497.76	1626.32	257,726	-7.90%	-128.56
Lennox International, Inc. Common Stock	LII	433.82	544.11	948,969	-20.27%	-110.29
Sandisk Corporation - Common Stock When-Issued	SNDK	1,004.89	1096.10	10,947,129	-8.32%	-91.21
Caterpillar	CAT	780.10	840.85	2,214,520	-7.23%	-60.75
Seaboard Corporation Common Stock	SEB	4,488.30	4548.61	2,032	-1.33%	-60.31
Watsco, Inc. Common Stock	WSO	309.81	367.51	911,209	-15.70%	-57.70
Micron Technology	MU	764.91	820.53	26,054,014	-6.78%	-55.62
Curtiss-Wright Corporation Common Stock	CW	675.89	728.80	120,461	-7.26%	-52.91
Lumentum Holdings Inc. - Common Stock	LITE	599.71	651.93	1,960,745	-8.01%	-52.22
Goldman Sachs Group	GS	983.01	1033.34	1,149,967	-4.87%	-50.33
Parker-Hannifin	PH	942.33	990.96	157,718	-4.91%	-48.63
ASML Holding N.V. - New York Registry Shares	ASML	1,535.70	1582.95	1,127,843	-2.98%	-47.25
Elbit Systems Ltd. - Ordinary Shares	ESLT	772.10	818.59	45,684	-5.68%	-46.49
Vertiv Holdings, LLC Class A Common Stock	VRT	223.85	269.56	10,530,817	-16.96%	-45.71
IES Holdings, Inc. - Common Stock	IESC	498.53	543.49	53,004	-8.27%	-44.96
GE Vernova Inc. Common Stock	GEV	898.53	943.38	1,270,940	-4.75%	-44.85
Fabrinet Ordinary Shares	FN	405.82	449.72	255,064	-9.76%	-43.90
Watsco Inc Cl B	WSO-B	320.56	363.47	113	-11.81%	-42.91
Cummins	CMI	599.60	641.60	298,405	-6.55%	-42.00
W.W Grainger	GWW	1,358.11	1398.90	48,160	-2.92%	-40.79
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,242.54	1282.01	309,532	-3.08%	-39.47
Sterling Infrastructure, Inc. - Common Stock	STRL	501.00	538.09	340,166	-6.89%	-37.09
Evercore Inc. Class A Common Stock	EVR	303.63	340.50	721,944	-10.83%	-36.87
Carpenter Technology Corporation Common Stock	CRS	524.22	560.43	243,618	-6.46%	-36.21
Nova Ltd. - Ordinary Shares	NVMI	366.88	402.32	236,876	-8.81%	-35.44
Applied Materials	AMAT	441.75	476.46	3,624,887	-7.28%	-34.70
Equinix, Inc. - Common Stock	EQIX	1,002.77	1034.86	196,020	-3.10%	-32.09
Quanta Services	PWR	556.50	588.36	667,482	-5.42%	-31.87
White Mountains Insurance Group, Ltd. Common Stock	WTM	2,171.13	2202.61	3,952	-1.43%	-31.48

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