 ALPHABET INCGOOGL |
| 6.6% | 4.63% | $15.7M | 44,038 | $12.8M | 44,377 | -339-0.76% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.49% | 4.77% | $15.5M | 77,317 | $13.1M | 75,275 | +2,042+2.71% | Add |
 APPLE INCAAPL |
| 5.01% | 3.75% | $11.9M | 41,290 | $10.3M | 40,678 | +612+1.50% | Add |
 AMAZON COM INCAMZN |
| 4.5% | 3.2% | $10.7M | 45,054 | $8.8M | 42,349 | +2,705+6.39% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.41% | 3.36% | $10.5M | 21,035 | $9.3M | 19,324 | +1,711+8.85% | Add |
 MICROSOFT CORPMSFT |
| 4.32% | 3.04% | $10.3M | 27,595 | $8.4M | 22,640 | +4,955+21.89% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 4.08% | 2.12% | $9.7M | 23,443 | $5.8M | 21,568 | +1,875+8.69% | Add |
 CISCO SYS INCCSCO |
| 3.45% | 1.95% | $8.2M | 70,063 | $5.4M | 69,366 | +697+1.00% | Add |
 INTEL CORPINTC |
| 3.18% | 1.27% | $7.6M | 54,381 | $3.5M | 79,029 | -24,648-31.19% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.99% | 2.28% | $7.1M | 28,068 | $6.3M | 25,717 | +2,351+9.14% | Add |
 LOCKHEED MARTIN CORPLMT |
| 2.96% | 2.64% | $7.1M | 13,880 | $7.3M | 12,024 | +1,856+15.44% | Add |
 3M CO COMMMM |
| 2.49% | 1.73% | $5.9M | 36,697 | $4.8M | 32,861 | +3,836+11.67% | Add |
 CATERPILLAR INCCAT |
| 2.4% | 1.39% | $5.7M | 5,385 | $3.8M | 5,419 | -34-0.63% | Reduce |
 BOEING COBA |
| 2.31% | 1.73% | $5.5M | 25,452 | $4.8M | 23,991 | +1,461+6.09% | Add |
 VISA INCV |
| 2.3% | 1.46% | $5.5M | 16,018 | $4.0M | 13,280 | +2,738+20.62% | Add |
 META PLATFORMS INCMETA |
| 2.26% | 1.44% | $5.4M | 9,589 | $4.0M | 6,942 | +2,647+38.13% | Add |
 HOME DEPOT INCHD |
| 2.23% | 1.51% | $5.3M | 15,055 | $4.1M | 12,618 | +2,437+19.31% | Add |
 WALMART INCWMT |
| 2.22% | 2.01% | $5.3M | 46,820 | $5.5M | 44,450 | +2,370+5.33% | Add |
| BBANK OF AMER CORPBAC |
| 2.18% | 1.58% | $5.2M | 91,267 | $4.4M | 89,414 | +1,853+2.07% | Add |
 ASML HLDG NVASML |
| 2.07% | 1.09% | $4.9M | 2,482 | $3.0M | 2,271 | +211+9.29% | Add |
 TEXAS INSTRS INCTXN |
| 1.94% | 1.13% | $4.6M | 15,507 | $3.1M | 16,037 | -530-3.30% | Reduce |
 CHUBB LIMITEDCB |
| 1.89% | 1.48% | $4.5M | 13,241 | $4.1M | 12,466 | +775+6.22% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.86% | 1.54% | $4.4M | 48,070 | $4.3M | 45,263 | +2,807+6.20% | Add |
 JPMORGAN CHASE & COJPM |
| 1.86% | 1.32% | $4.4M | 13,533 | $3.6M | 12,388 | +1,145+9.24% | Add |
 MERCK & CO INCMRK |
| 1.45% | 1.08% | $3.5M | 26,958 | $3.0M | 24,714 | +2,244+9.08% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 1.25% | 1.34% | $3.0M | 4,766 | $3.7M | 4,766 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 1.24% | 0.73% | $2.9M | 7,890 | $2.0M | 7,051 | +839+11.90% | Add |
 DISNEY WALT CODIS |
| 1.22% | 0.97% | $2.9M | 30,342 | $2.7M | 27,782 | +2,560+9.21% | Add |
 ABBVIE INCABBV |
| 1.16% | 0.74% | $2.8M | 11,038 | $2.0M | 9,414 | +1,624+17.25% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.07% | 0.61% | $2.6M | 5,344 | $1.7M | 4,996 | +348+6.97% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.05% | 0.86% | $2.5M | 28,643 | $2.4M | 25,373 | +3,270+12.89% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.05% | 0.74% | $2.5M | 19,746 | $2.0M | 15,520 | +4,226+27.23% | Add |
 TARGET CORP COMTGT |
| 0.99% | 0.73% | $2.4M | 18,099 | $2.0M | 16,650 | +1,449+8.70% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.89% | 0.68% | $2.1M | 2,098 | $1.9M | 2,209 | -111-5.02% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.86% | 0.24% | $2.1M | 3,532 | $673,557 | 3,311 | +221+6.67% | Add |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.59% | $1.9M | 5,447 | $1.6M | 5,625 | -178-3.16% | Reduce |
 SHELL PLCSHEL |
| 0.72% | 0.7% | $1.7M | 22,186 | $1.9M | 20,671 | +1,515+7.33% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.68% | 0.33% | $1.6M | 6,361 | $915,025 | 6,067 | +294+4.85% | Add |
 GE VERNOVA INCGEV |
| 0.63% | 0.33% | $1.5M | 1,285 | $907,816 | 1,040 | +245+23.56% | Add |
 ELI LILLY & COLLY |
| 0.63% | 0.44% | $1.5M | 1,253 | $1.2M | 1,322 | -69-5.22% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.61% | 0.42% | $1.5M | 4,997 | $1.2M | 3,389 | +1,608+47.45% | Add |
 AMERICAN EXPRESS COAXP |
| 0.59% | 0.48% | $1.4M | 4,147 | $1.3M | 4,359 | -212-4.86% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.53% | 0.61% | $1.3M | 2,469 | $1.7M | 2,449 | +20+0.82% | Add |
 RTX CORPORATIONRTX |
| 0.49% | 0.44% | $1.2M | 6,185 | $1.2M | 6,295 | -110-1.75% | Reduce |
 BROADCOM INCAVGO |
| 0.47% | 0.33% | $1.1M | 2,960 | $920,632 | 2,974 | -14-0.47% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.36% | 0.33% | $855,904 | 915 | $921,643 | 925 | -10-1.08% | Reduce |
 TESLA INCTSLA |
| 0.36% | 0.28% | $850,937 | 2,023 | $763,259 | 2,053 | -30-1.46% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.34% | 0.28% | $807,734 | 1,573 | $778,816 | 1,559 | +14+0.90% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.34% | 0.33% | $806,207 | 6,910 | $903,142 | 6,174 | +736+11.92% | Add |
 MCKESSON CORP COMMCK |
| 0.33% | 0.33% | $785,824 | 1,040 | $920,743 | 1,064 | -24-2.26% | Reduce |
