APPLE INC AAPL
5.52% 5.34% $37.7M 130,429 $33.0M 130,018 +411 +0.32% Add AMAZON COM INC AMZN
4.38% 4.21% $30.0M 125,705 $26.0M 124,957 +748 +0.60% Add NVIDIA CORPORATION NVDA
4.29% 4.1% $29.3M 146,435 $25.4M 145,493 +942 +0.65% Add ALPHABET INC GOOGL
3.93% 3.54% $26.9M 75,177 $21.9M 76,214 -1,037 -1.36% Reduce MICROSOFT CORP MSFT
3.88% 4.28% $26.5M 71,131 $26.5M 71,455 -324 -0.45% Reduce V VANGUARD MID VO
3.15% 2.99% $21.5M 267,337 $18.5M 64,389 +202,948 +315.19% Add JPMORGAN CHASE & CO JPM
3.02% 3% $20.7M 63,141 $18.6M 63,068 +73 +0.12% Add A Alphabet Inc Class C GOOG
2.9% 2.6% $19.8M 56,098 $16.1M 56,109 -11 -0.02% Reduce I ISHARES CORE IJR
2.88% 2.61% $19.7M 132,558 $16.1M 129,831 +2,727 +2.10% Add V VANGUARD INDEX FDS VB
2.76% 2.52% $18.9M 62,242 $15.6M 59,575 +2,667 +4.48% Add S STATE STR SPDR S&P 500 ETF T SPY
2.75% 2.63% $18.8M 25,138 $16.3M 25,042 +96 +0.38% Add V VANGUARD INDEX FDS VOO
2.41% 1.67% $16.4M 23,936 $10.4M 17,327 +6,609 +38.14% Add ELI LILLY & CO LLY
2.31% 1.95% $15.8M 13,162 $12.1M 13,106 +56 +0.43% Add G GENERAL DYNAMICS CORP GD
2.02% 1.85% $13.8M 37,212 $11.4M 35,681 +1,531 +4.29% Add V VANGUARD FTSE VEA
1.86% 1.47% $12.7M 177,947 $9.1M 142,143 +35,804 +25.19% Add ABBVIE INC ABBV
1.81% 1.74% $12.4M 49,282 $10.8M 49,534 -252 -0.51% Reduce META PLATFORMS INC META
1.79% 1.97% $12.2M 21,677 $12.2M 21,336 +341 +1.60% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.66% 1.72% $11.3M 22,670 $10.7M 22,250 +420 +1.89% Add MASTERCARD INCORPORATED MA
1.55% 1.66% $10.6M 20,574 $10.3M 20,576 -2 -0.01% Reduce BLACKSTONE INC BX
1.39% 1.55% $9.5M 80,974 $9.6M 83,266 -2,292 -2.75% Reduce V VANGUARD INTL EQUITY INDEX F VEU
1.32% 1.08% $9.0M 107,355 $6.7M 89,032 +18,323 +20.58% Add RTX CORPORATION RTX
1.3% 1.44% $8.9M 46,912 $8.9M 46,082 +830 +1.80% Add S Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf SPSB
1.27% 1.05% $8.7M 290,045 $6.5M 216,602 +73,443 +33.91% Add I ISHARES RUSSELL IWM
1.27% 1.15% $8.7M 28,855 $7.1M 28,612 +243 +0.85% Add N NEXTERA ENERGY INC NEE
1.17% 1.32% $8.0M 91,184 $8.2M 88,139 +3,045 +3.45% Add TJX COS INC NEW TJX
1.06% 1.23% $7.3M 47,872 $7.6M 47,754 +118 +0.25% Add ABBOTT LABORATORIES ABT
1.03% 1.37% $7.0M 77,627 $8.5M 82,389 -4,762 -5.78% Reduce WASTE MGMT INC DEL WM
0.98% 1.1% $6.7M 29,988 $6.8M 29,708 +280 +0.94% Add I ISHARES TR IVV
0.94% 0.83% $6.4M 8,589 $5.1M 7,855 +734 +9.34% Add P PROLOGIS INC. COM PLD
0.89% 0.93% $6.1M 44,908 $5.7M 43,384 +1,524 +3.51% Add EATON CORP PLC ETN
0.89% 0.78% $6.1M 14,227 $4.8M 13,428 +799 +5.95% Add EXXON MOBIL CORP XOM
0.78% 1.06% $5.4M 39,186 $6.6M 38,708 +478 +1.23% Add LINDE PLC LIN
0.76% 0.77% $5.2M 10,042 $4.7M 9,545 +497 +5.21% Add STRYKER CORPORATION SYK
0.74% 0.77% $5.0M 16,023 $4.7M 14,419 +1,604 +11.12% Add CADENCE DESIGN SYSTEM INC COM CDNS
0.72% 0.52% $4.9M 13,145 $3.2M 11,495 +1,650 +14.35% Add AMPHENOL CORP APH
0.7% 0.08% $4.8M 27,050 $505,526 4,001 +23,049 +576.08% Add STANDARDAERO INC SARO
0.68% 0.62% $4.6M 154,554 $3.8M 147,832 +6,722 +4.55% Add JOHNSON & JOHNSON JNJ
0.62% 0.68% $4.3M 16,795 $4.2M 17,099 -304 -1.78% Reduce SUNCOR ENERGY INC NEW SU
0.61% 0.8% $4.1M 77,176 $4.9M 74,712 +2,464 +3.30% Add T-MOBILE US INC COM TMUS
0.58% 0.8% $3.9M 23,524 $5.0M 23,619 -95 -0.40% Reduce ILLINOIS TOOL ITW
0.57% 0.67% $3.9M 14,472 $4.2M 16,034 -1,562 -9.74% Reduce MONOLITHIC PWR SYS INC MPWR
0.57% 0.38% $3.9M 2,798 $2.4M 2,165 +633 +29.24% Add DANAHER CORP DEL COM DHR
0.55% 0.7% $3.7M 19,681 $4.3M 22,824 -3,143 -13.77% Reduce ARAMARK ARMK
0.55% — $3.7M 65,663 $0 0 +65,663 New Buy HONEYWELL INTL INC HON
0.54% 1.22% $3.7M 16,474 $7.5M 33,316 -16,842 -50.55% Reduce H HONEYWELL AEROSPACE INC HONA
0.53% — $3.6M 16,474 $0 0 +16,474 New Buy I ISHARES RUSSELL IWF
0.53% 0.5% $3.6M 28,943 $3.1M 7,236 +21,707 +299.99% Add PROCTER & GAMBLE CO PG
0.52% 0.6% $3.6M 24,236 $3.7M 25,617 -1,381 -5.39% Reduce O OREILLY AUTOMOTIVE INC COM ORLY
0.52% 0.55% $3.6M 38,567 $3.4M 36,856 +1,711 +4.64% Add R REINSURANCE GROUP AMER INC RGA
0.52% 0.54% $3.5M 16,676 $3.3M 16,405 +271 +1.65% Add 
