 APPLE INCAAPL |
| 1.44% | 1.39% | $60.7M | 209,754 | $55.4M | 218,441 | -8,687-3.98% | Reduce |
 ALPHABET INCGOOGL |
| 1.32% | 1.17% | $55.9M | 156,332 | $46.5M | 161,740 | -5,408-3.34% | Reduce |
 AMAZON COM INCAMZN |
| 1.21% | 1.11% | $51.0M | 214,015 | $44.3M | 212,476 | +1,539+0.72% | Add |
 ELI LILLY & COLLY |
| 1.16% | 0.93% | $48.9M | 40,766 | $37.1M | 40,286 | +480+1.19% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.14% | 0.78% | $48.3M | 241,143 | $31.1M | 178,515 | +62,628+35.08% | Add |
 MICROSOFT CORPMSFT |
| 1.11% | 1.11% | $46.8M | 125,476 | $44.4M | 120,001 | +5,475+4.56% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.18% | $46.8M | 184,122 | $46.9M | 192,001 | -7,879-4.10% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.01% | 0.93% | $42.7M | 130,544 | $37.1M | 125,982 | +4,562+3.62% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.01% | 1.01% | $42.7M | 85,344 | $40.2M | 83,968 | +1,376+1.64% | Add |
 META PLATFORMS INCMETA |
| 0.97% | 0.84% | $41.1M | 72,879 | $33.6M | 58,791 | +14,088+23.96% | Add |
 ABBVIE INCABBV |
| 0.96% | 0.89% | $40.4M | 160,685 | $35.5M | 163,305 | -2,620-1.60% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.88% | 1.18% | $37.3M | 273,090 | $46.9M | 276,516 | -3,426-1.24% | Reduce |
 CISCO SYS INCCSCO |
| 0.88% | 0.98% | $37.2M | 317,063 | $39.0M | 502,379 | -185,316-36.89% | Reduce |
 VISA INCV |
| 0.84% | 0.78% | $35.3M | 102,812 | $31.2M | 103,274 | -462-0.45% | Reduce |
 MERCK & CO INCMRK |
| 0.84% | 0.89% | $35.3M | 274,491 | $35.5M | 294,925 | -20,434-6.93% | Reduce |
 WALMART INCWMT |
| 0.82% | 0.98% | $34.5M | 304,290 | $39.0M | 313,795 | -9,505-3.03% | Reduce |
 GE AEROSPACEGE |
| 0.81% | 0.67% | $34.2M | 91,515 | $26.5M | 93,507 | -1,992-2.13% | Reduce |
 ALTRIA GROUP INCMO |
| 0.79% | 0.8% | $33.2M | 462,014 | $31.9M | 483,990 | -21,976-4.54% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.78% | 0.9% | $32.9M | 35,161 | $36.0M | 36,143 | -982-2.72% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.76% | 0.78% | $32.3M | 62,845 | $31.1M | 62,149 | +696+1.12% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.74% | 0.77% | $31.1M | 119,405 | $30.6M | 124,043 | -4,638-3.74% | Reduce |
 TRAVELERS COSTRV |
| 0.73% | 0.7% | $30.8M | 93,416 | $27.9M | 95,596 | -2,180-2.28% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.71% | 0.81% | $30.0M | 520,919 | $32.4M | 534,665 | -13,746-2.57% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.69% | 0.69% | $28.9M | 159,946 | $27.5M | 166,061 | -6,115-3.68% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.68% | 0.67% | $28.8M | 85,205 | $26.8M | 88,688 | -3,483-3.93% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.68% | 0.8% | $28.8M | 196,304 | $31.7M | 219,699 | -23,395-10.65% | Reduce |
 MARATHON PETE CORPMPC |
| 0.68% | 0.72% | $28.7M | 112,067 | $28.5M | 116,803 | -4,736-4.05% | Reduce |
 ALLSTATE CORPALL |
| 0.68% | 0.65% | $28.6M | 120,099 | $25.8M | 124,666 | -4,567-3.66% | Reduce |
 HOME DEPOT INCHD |
| 0.68% | 0.68% | $28.5M | 80,881 | $27.2M | 82,831 | -1,950-2.35% | Reduce |
 RTX CORPORATIONRTX |
| 0.67% | 0.72% | $28.2M | 148,783 | $28.8M | 149,244 | -461-0.31% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.67% | 0.68% | $28.1M | 79,295 | $27.3M | 79,484 | -189-0.24% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.66% | 0.84% | $28.0M | 660,634 | $33.6M | 668,548 | -7,914-1.18% | Reduce |
 COCA COLA COKO |
| 0.65% | 0.56% | $27.5M | 338,464 | $22.4M | 294,085 | +44,379+15.09% | Add |
 CHEVRON CORPORATIONCVX |
| 0.64% | 0.87% | $27.2M | 164,221 | $34.8M | 168,279 | -4,058-2.41% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.62% | 0.61% | $26.3M | 156,620 | $24.4M | 116,033 | +40,587+34.98% | Add |
| AAT&T INCT |
| 0.6% | 0.95% | $25.4M | 1.2M | $37.7M | 1.3M | -76,462-5.87% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 0.6% | 0.51% | $25.2M | 86,977 | $20.2M | 95,339 | -8,362-8.77% | Reduce |
 CONSOLIDATED EDISON INCED |
| 0.59% | 0.64% | $24.7M | 223,640 | $25.7M | 226,665 | -3,025-1.33% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.58% | 0.55% | $24.5M | 102,931 | $22.1M | 104,518 | -1,587-1.52% | Reduce |
 BROADCOM INCAVGO |
| 0.58% | 0.43% | $24.4M | 64,591 | $17.0M | 54,915 | +9,676+17.62% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.58% | 0.72% | $24.3M | 47,657 | $28.8M | 47,624 | +33+0.07% | Add |
 HARTFORD INSURANCEHIG |
| 0.57% | 0.66% | $24.0M | 181,261 | $26.4M | 195,271 | -14,010-7.17% | Reduce |
 PEPSICO INCPEP |
| 0.57% | 0.7% | $23.9M | 176,321 | $27.7M | 178,655 | -2,334-1.31% | Reduce |
 DTE ENERGY CO COMDTE |
| 0.56% | 0.61% | $23.6M | 154,854 | $24.3M | 166,160 | -11,306-6.80% | Reduce |
 TD SYNNEX CORPORATIONSNX |
| 0.55% | 0.15% | $23.2M | 86,701 | $6.0M | 35,352 | +51,349+145.25% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.54% | 0.63% | $23.0M | 181,879 | $25.0M | 179,462 | +2,417+1.35% | Add |
 NEWMONT CORPNEM |
| 0.54% | 0.69% | $22.9M | 244,785 | $27.6M | 254,904 | -10,119-3.97% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.54% | 0.5% | $22.9M | 104,623 | $19.8M | 99,939 | +4,684+4.69% | Add |
| AAMEREN CORP COMDHS |
| 0.54% | 0.56% | $22.8M | 201,750 | $22.2M | 201,901 | -151-0.07% | Reduce |
 AMGEN INC COMAMGN |
| 0.54% | 0.56% | $22.7M | 62,656 | $22.4M | 63,736 | -1,080-1.69% | Reduce |
