 APPLE INCAAPL |
| 5.39% | 5.33% | $194.8M | 673,254 | $175.5M | 691,507 | -18,253-2.64% | Reduce |
 PALO ALTOPANW |
| 5.19% | 2.76% | $187.5M | 549,796 | $90.8M | 566,661 | -16,865-2.98% | Reduce |
 BROADCOM INCAVGO |
| 5.05% | 4.78% | $182.4M | 482,977 | $157.6M | 509,263 | -26,286-5.16% | Reduce |
 ALPHABET INCGOOGL |
| 3.7% | 3.39% | $133.8M | 374,536 | $111.7M | 388,502 | -13,966-3.59% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.42% | 3.17% | $123.7M | 350,056 | $104.6M | 364,585 | -14,529-3.99% | Reduce |
 CATERPILLAR INCCAT |
| 3.08% | 2.5% | $111.2M | 104,402 | $82.5M | 116,396 | -11,994-10.30% | Reduce |
 MICROSOFT CORPMSFT |
| 3.02% | 3.31% | $109.0M | 292,324 | $108.9M | 294,296 | -1,972-0.67% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.68% | 2.59% | $96.9M | 484,082 | $85.3M | 489,301 | -5,219-1.07% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 2.24% | 2.21% | $81.0M | 218,685 | $72.7M | 222,137 | -3,452-1.55% | Reduce |
 AMAZON COM INCAMZN |
| 2.18% | 2.12% | $78.6M | 329,786 | $69.8M | 335,044 | -5,258-1.57% | Reduce |
 CISCO SYS INCCSCO |
| 2.02% | 1.5% | $73.0M | 621,713 | $49.5M | 637,913 | -16,200-2.54% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.84% | 1.96% | $66.5M | 129,425 | $64.5M | 129,091 | +334+0.26% | Add |
 JPMORGAN CHASE & COJPM |
| 1.68% | 1.7% | $60.9M | 185,967 | $56.0M | 190,490 | -4,523-2.37% | Reduce |
 INTEL CORPINTC |
| 1.63% | 0.64% | $59.0M | 422,405 | $21.0M | 476,267 | -53,862-11.31% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.49% | 1.43% | $53.8M | 53,221 | $47.0M | 55,579 | -2,358-4.24% | Reduce |
 WALMART INCWMT |
| 1.48% | 1.8% | $53.5M | 472,513 | $59.4M | 477,776 | -5,263-1.10% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.42% | 1.42% | $51.5M | 152,142 | $46.8M | 154,755 | -2,613-1.69% | Reduce |
 HOME DEPOT INCHD |
| 1.41% | 1.41% | $50.8M | 143,987 | $46.5M | 141,246 | +2,741+1.94% | Add |
 RTX CORPORATIONRTX |
| 1.22% | 1.39% | $44.1M | 232,580 | $45.8M | 237,492 | -4,912-2.07% | Reduce |
 MORGAN STANLEYMS |
| 1.22% | 1.12% | $43.9M | 210,199 | $36.8M | 223,795 | -13,596-6.08% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.13% | 1.24% | $40.8M | 160,709 | $40.8M | 167,082 | -6,373-3.81% | Reduce |
 MERCK & CO INCMRK |
| 1.13% | 1.21% | $40.7M | 316,592 | $40.0M | 332,467 | -15,875-4.77% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.12% | 1.14% | $40.6M | 134,058 | $37.4M | 142,972 | -8,914-6.23% | Reduce |
 DISNEY WALT CODIS |
| 1.1% | 1.22% | $39.8M | 413,720 | $40.2M | 417,459 | -3,739-0.90% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.09% | 1.07% | $39.5M | 693,736 | $35.2M | 722,145 | -28,409-3.93% | Reduce |
 BLACKROCK INC COMBLK |
| 1.07% | 1.17% | $38.6M | 40,102 | $38.6M | 40,111 | -9-0.02% | Reduce |
| CCITIGROUP INCC |
| 1.05% | 1.01% | $38.1M | 272,326 | $33.1M | 292,214 | -19,888-6.81% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 1.01% | 1.11% | $36.4M | 63,180 | $36.6M | 62,239 | +941+1.51% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.92% | 0.66% | $33.3M | 80,002 | $21.8M | 80,404 | -402-0.50% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.89% | 0.92% | $32.1M | 45,654 | $30.3M | 49,152 | -3,498-7.12% | Reduce |
 SALESFORCE INCCRM |
| 0.87% | 1.11% | $31.4M | 200,553 | $36.6M | 196,277 | +4,276+2.18% | Add |
 FEDEX CORPFDX |
| 0.87% | 1.1% | $31.4M | 100,162 | $36.3M | 102,017 | -1,855-1.82% | Reduce |
 EQUINIX INCEQIX |
| 0.85% | 0.88% | $30.6M | 29,335 | $29.1M | 29,724 | -389-1.31% | Reduce |
 DATADOG INCDDOG |
| 0.82% | 0.4% | $29.7M | 114,121 | $13.3M | 112,653 | +1,468+1.30% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 0.82% | 0.85% | $29.7M | 390,079 | $28.0M | 412,180 | -22,101-5.36% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.82% | 0.82% | $29.6M | 147,609 | $26.9M | 147,455 | +154+0.10% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.81% | 0.85% | $29.3M | 58,447 | $28.0M | 56,987 | +1,460+2.56% | Add |
 MCDONALDS CORPMCD |
| 0.8% | 0.99% | $28.9M | 106,897 | $32.5M | 104,532 | +2,365+2.26% | Add |
 META PLATFORMS INCMETA |
| 0.76% | 0.75% | $27.3M | 48,434 | $24.8M | 43,352 | +5,082+11.72% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.71% | 0.81% | $25.7M | 27,469 | $26.8M | 26,927 | +542+2.01% | Add |
 CHEVRON CORPORATIONCVX |
| 0.69% | 0.97% | $25.1M | 151,342 | $31.8M | 153,757 | -2,415-1.57% | Reduce |
 BOEING COBA |
| 0.63% | 0.67% | $22.9M | 105,903 | $22.1M | 111,272 | -5,369-4.83% | Reduce |
 CSX CORPCSX |
| 0.63% | 0.64% | $22.8M | 478,881 | $21.2M | 516,427 | -37,546-7.27% | Reduce |
 SERVICENOW INCNOW |
| 0.6% | 0.62% | $21.9M | 220,160 | $20.4M | 195,076 | +25,084+12.86% | Add |
 PEPSICO INCPEP |
| 0.6% | 0.75% | $21.6M | 159,548 | $24.7M | 159,266 | +282+0.18% | Add |
 IQVIA HLDGS INCIQV |
| 0.59% | 0.57% | $21.5M | 111,044 | $18.7M | 109,388 | +1,656+1.51% | Add |
 COCA COLA COKO |
| 0.57% | 0.61% | $20.5M | 252,483 | $20.2M | 266,073 | -13,590-5.11% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.54% | 0.8% | $19.7M | 189,417 | $26.3M | 199,032 | -9,615-4.83% | Reduce |
 AMGEN INC COMAMGN |
| 0.54% | 0.58% | $19.3M | 53,423 | $19.3M | 54,773 | -1,350-2.46% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.53% | 0.61% | $19.2M | 117,405 | $20.2M | 116,814 | +591+0.51% | Add |
