 ALPHABET INCGOOGL |
| 7.26% | 6.47% | $137.6M | 385,173 | $115.3M | 400,805 | -15,632-3.90% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.69% | 6.29% | $126.9M | 633,979 | $112.1M | 642,574 | -8,595-1.34% | Reduce |
 BROADCOM INCAVGO |
| 6.14% | 5.62% | $116.4M | 308,225 | $100.1M | 323,279 | -15,054-4.66% | Reduce |
 ELI LILLY & COLLY |
| 5.14% | 4.31% | $97.4M | 81,167 | $76.7M | 83,422 | -2,255-2.70% | Reduce |
 APPLE INCAAPL |
| 4.31% | 3.97% | $81.7M | 282,181 | $70.7M | 278,562 | +3,619+1.30% | Add |
 MICROSOFT CORPMSFT |
| 3.67% | 4.06% | $69.5M | 186,285 | $72.3M | 195,341 | -9,056-4.64% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.38% | 3.33% | $64.1M | 195,923 | $59.3M | 201,465 | -5,542-2.75% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 2.87% | $59.9M | 251,450 | $51.0M | 245,073 | +6,377+2.60% | Add |
 GE VERNOVA INCGEV |
| 3.1% | 2.48% | $58.7M | 49,980 | $44.2M | 50,584 | -604-1.19% | Reduce |
| SSPDR GOLD TRGLD |
| 2.91% | 4.18% | $55.2M | 149,771 | $74.5M | 173,122 | -23,351-13.49% | Reduce |
 MORGAN STANLEYMS |
| 2.83% | 2.3% | $53.6M | 256,389 | $41.0M | 249,367 | +7,022+2.82% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.57% | 2.7% | $48.8M | 97,481 | $48.1M | 100,297 | -2,816-2.81% | Reduce |
 ABBVIE INCABBV |
| 2.24% | 2.15% | $42.5M | 168,964 | $38.3M | 176,293 | -7,329-4.16% | Reduce |
 WASTE MGMT INC DELWM |
| 2.11% | 2.43% | $40.0M | 179,600 | $43.2M | 188,208 | -8,608-4.57% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.04% | 2.24% | $38.6M | 75,190 | $39.9M | 79,834 | -4,644-5.82% | Reduce |
 LINDE PLCLIN |
| 1.92% | 1.99% | $36.4M | 70,095 | $35.5M | 71,637 | -1,542-2.15% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.8% | 1.74% | $34.2M | 134,657 | $30.9M | 126,560 | +8,097+6.40% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.48% | 1.44% | $28.1M | 56,624 | $25.7M | 57,640 | -1,016-1.76% | Reduce |
 BLACKSTONE INCBX |
| 1.44% | 1.47% | $27.3M | 232,345 | $26.1M | 227,372 | +4,973+2.19% | Add |
 EATON CORP PLCETN |
| 1.41% | 1.3% | $26.8M | 62,861 | $23.2M | 64,794 | -1,933-2.98% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.29% | 1.58% | $24.5M | 77,812 | $28.2M | 85,768 | -7,956-9.28% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.19% | 1.19% | $22.5M | 248,217 | $21.2M | 206,625 | +41,592+20.13% | Add |
 HOME DEPOT INCHD |
| 1.18% | 1.25% | $22.4M | 63,531 | $22.4M | 67,956 | -4,425-6.51% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.08% | 1.17% | $20.5M | 40,920 | $20.9M | 42,474 | -1,554-3.66% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.05% | 1.41% | $19.9M | 120,250 | $25.2M | 121,803 | -1,553-1.28% | Reduce |
 COCA COLA COKO |
| 1.04% | 1.1% | $19.7M | 242,903 | $19.6M | 257,884 | -14,981-5.81% | Reduce |
 NETFLIX INCNFLX |
| 1.02% | 1.62% | $19.3M | 269,678 | $28.8M | 299,223 | -29,545-9.87% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.78% | $17.5M | 49,445 | $13.9M | 48,583 | +862+1.77% | Add |
| HHITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSHTHIY |
| 0.92% | 0.93% | $17.4M | 629,086 | $16.6M | 570,150 | +58,936+10.34% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 0.89% | 0.87% | $16.8M | 70,977 | $15.5M | 66,598 | +4,379+6.58% | Add |
 UNION PAC CORPUNP |
| 0.86% | 0.83% | $16.4M | 60,192 | $14.9M | 61,233 | -1,041-1.70% | Reduce |
 SOUTHERN COSO |
| 0.81% | 0.97% | $15.3M | 159,767 | $17.2M | 178,217 | -18,450-10.35% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.8% | 0.64% | $15.3M | 20,427 | $11.4M | 17,548 | +2,879+16.41% | Add |
 MERCK & CO INCMRK |
| 0.75% | 0.34% | $14.2M | 110,547 | $6.0M | 49,836 | +60,711+121.82% | Add |
 PALO ALTOPANW |
| 0.74% | 0.32% | $14.1M | 41,381 | $5.7M | 35,302 | +6,079+17.22% | Add |
 EXXON MOBIL CORPXOM |
| 0.74% | 0.97% | $13.9M | 102,018 | $17.3M | 102,161 | -143-0.14% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.7% | 0.93% | $13.3M | 105,534 | $16.6M | 119,259 | -13,725-11.51% | Reduce |
 VISA INCV |
| 0.68% | 0.64% | $13.0M | 37,796 | $11.5M | 37,930 | -134-0.35% | Reduce |
 GE AEROSPACEGE |
| 0.67% | 0.54% | $12.8M | 34,205 | $9.6M | 33,996 | +209+0.61% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.62% | 0.24% | $11.7M | 85,654 | $4.2M | 32,328 | +53,326+164.95% | Add |
 MCDONALDS CORPMCD |
| 0.54% | 0.64% | $10.2M | 37,799 | $11.4M | 36,766 | +1,033+2.81% | Add |
 TEXAS INSTRS INCTXN |
| 0.51% | 0.34% | $9.7M | 32,460 | $6.1M | 31,238 | +1,222+3.91% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.45% | 1.11% | $8.5M | 16,648 | $19.9M | 29,096 | -12,448-42.78% | Reduce |
 CISCO SYS INCCSCO |
| 0.43% | 0.16% | $8.1M | 68,613 | $2.8M | 36,731 | +31,882+86.80% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.42% | 0.45% | $8.0M | 138,306 | $8.0M | 138,834 | -528-0.38% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.42% | 0.36% | $8.0M | 7,888 | $6.4M | 7,603 | +285+3.75% | Add |
 PEPSICO INCPEP |
| 0.36% | 0.91% | $6.8M | 50,369 | $16.3M | 104,913 | -54,544-51.99% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.35% | 0.32% | $6.7M | 18,026 | $5.8M | 18,005 | +21+0.12% | Add |
 RTX CORPORATIONRTX |
| 0.35% | 0.5% | $6.6M | 34,638 | $8.8M | 45,750 | -11,112-24.29% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.33% | 0.38% | $6.3M | 42,696 | $6.7M | 46,460 | -3,764-8.10% | Reduce |
