 APPLE INCAAPL |
| 13.35% | 12.67% | $15.3M | 52,921 | $13.5M | 53,375 | -454-0.85% | Reduce |
 ABBVIE INCABBV |
| 7.46% | 6.94% | $8.6M | 34,003 | $7.4M | 34,113 | -110-0.32% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 7% | 7.36% | $8.0M | 15,636 | $7.9M | 15,748 | -112-0.71% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.67% | 5.38% | $6.5M | 32,506 | $5.8M | 32,995 | -489-1.48% | Reduce |
 ALPHABET INCGOOGL |
| 5.6% | 4.97% | $6.4M | 17,984 | $5.3M | 18,476 | -492-2.66% | Reduce |
 AMAZON COM INCAMZN |
| 5.39% | 5.05% | $6.2M | 25,934 | $5.4M | 25,921 | +13+0.05% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 4.77% | 4.72% | $5.5M | 25,271 | $5.0M | 25,830 | -559-2.16% | Reduce |
 HOME DEPOT INCHD |
| 4.73% | 4.62% | $5.4M | 15,377 | $4.9M | 15,002 | +375+2.50% | Add |
| VVANGUARD WORLD FDVGT |
| 3.94% | 3.14% | $4.5M | 37,844 | $3.4M | 4,806 | +33,038+687.43% | Add |
 MCDONALDS CORPMCD |
| 3.66% | 4.54% | $4.2M | 15,545 | $4.8M | 15,605 | -60-0.38% | Reduce |
| RRLI CORPRLI |
| 3.61% | 4.95% | $4.1M | 70,089 | $5.3M | 92,801 | -22,712-24.47% | Reduce |
 MICROSOFT CORPMSFT |
| 3.18% | 3.19% | $3.6M | 9,780 | $3.4M | 9,214 | +566+6.14% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 2.8% | 2.74% | $3.2M | 10,210 | $2.9M | 10,210 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.79% | 2.86% | $3.2M | 34,753 | $3.1M | 33,113 | +1,640+4.95% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.51% | 2.75% | $2.9M | 3,075 | $2.9M | 2,955 | +120+4.06% | Add |
 RTX CORPORATIONRTX |
| 2.37% | 2.59% | $2.7M | 14,352 | $2.8M | 14,352 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 2.15% | 2.22% | $2.5M | 9,700 | $2.4M | 9,700 | 00.00% | Unchanged |
 BOOKING HOLDINGS INC COMBKNG |
| 2.02% | 2.08% | $2.3M | 12,970 | $2.2M | 528 | +12,442+2,356.44% | Add |
 WESCO INTL INCWCC |
| 1.99% | 1.73% | $2.3M | 6,625 | $1.9M | 6,778 | -153-2.26% | Reduce |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 1.96% | 2.09% | $2.2M | 27,650 | $2.2M | 27,650 | 00.00% | Unchanged |
 VERIZON COMMUNICATIONS INCVZ |
| 1.93% | 2.46% | $2.2M | 52,314 | $2.6M | 52,314 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 1.62% | 1.66% | $1.9M | 10,258 | $1.8M | 10,758 | -500-4.65% | Reduce |
 META PLATFORMS INCMETA |
| 1.61% | 1.61% | $1.8M | 3,273 | $1.7M | 3,007 | +266+8.85% | Add |
 PROCTER & GAMBLE COPG |
| 1.53% | 1.62% | $1.8M | 12,000 | $1.7M | 12,000 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLU |
| 1.12% | 1.22% | $1.3M | 28,440 | $1.3M | 28,440 | 00.00% | Unchanged |
| SSCHWAB USSCHX |
| 1.11% | 1.04% | $1.3M | 43,139 | $1.1M | 43,429 | -290-0.67% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.97% | 0.87% | $1.1M | 3,226 | $932,480 | 2,909 | +317+10.90% | Add |
| MMIDDLEBY CORPMIDD |
| 0.7% | 0.67% | $806,555 | 4,689 | $711,557 | 5,367 | -678-12.63% | Reduce |
 VISA INCV |
| 0.51% | 0.48% | $584,625 | 1,704 | $515,017 | 1,704 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.5% | 0.34% | $575,949 | 1,206 | $358,227 | 1,060 | +146+13.77% | Add |
 MERCK & CO INCMRK |
| 0.41% | 0.43% | $468,254 | 3,644 | $455,177 | 3,784 | -140-3.70% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.25% | 0.27% | $284,890 | 494 | $290,808 | 494 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.22% | — | $256,005 | 685 | $0 | 0 | +685 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.2% | — | $232,681 | 465 | $0 | 0 | +465 | New Buy |
| VVANGUARD BD INDEX FDSBIV |
| 0.19% | 0.23% | $217,368 | 2,834 | $241,110 | 3,124 | -290-9.28% | Reduce |
 GE VERNOVA INCGEV |
| 0.18% | — | $200,901 | 171 | $0 | 0 | +171 | New Buy |
