 APPLE INCAAPL |
| 14.15% | 13.85% | $22.9M | 79,018 | $19.6M | 77,103 | +1,915+2.48% | Add |
 MICROSOFT CORPMSFT |
| 7.11% | 7.56% | $11.5M | 30,780 | $10.7M | 28,870 | +1,910+6.62% | Add |
| IISHARES TRIVV |
| 5.04% | 5.38% | $8.1M | 10,881 | $7.6M | 11,631 | -750-6.45% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.2% | 4.34% | $6.8M | 33,896 | $6.1M | 35,189 | -1,293-3.67% | Reduce |
 AMAZON COM INCAMZN |
| 3.78% | 3.56% | $6.1M | 25,622 | $5.0M | 24,162 | +1,460+6.04% | Add |
 ALPHABET INCGOOGL |
| 3.59% | 3.13% | $5.8M | 16,225 | $4.4M | 15,384 | +841+5.47% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.57% | 2.76% | $4.2M | 16,373 | $3.9M | 15,926 | +447+2.81% | Add |
| NNEXTERA ENERGY INCNEE |
| 2.2% | 2.66% | $3.6M | 40,505 | $3.8M | 40,494 | +11+0.03% | Add |
 VISA INCV |
| 2.05% | 2.06% | $3.3M | 9,672 | $2.9M | 9,637 | +35+0.36% | Add |
| CCITIGROUP INCC |
| 2.01% | 1.87% | $3.2M | 23,190 | $2.6M | 23,323 | -133-0.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.81% | 1.71% | $2.9M | 8,265 | $2.4M | 8,424 | -159-1.89% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.77% | 1.68% | $2.9M | 8,754 | $2.4M | 8,065 | +689+8.54% | Add |
 CUMMINS INCCMI |
| 1.62% | 1.39% | $2.6M | 3,658 | $2.0M | 3,657 | +1+0.03% | Add |
 BROADCOM INCAVGO |
| 1.51% | 1.51% | $2.4M | 6,447 | $2.1M | 6,872 | -425-6.18% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.25% | 1.21% | $2.0M | 35,318 | $1.7M | 35,037 | +281+0.80% | Add |
| BBROWN FORMAN CORPBF.B |
| 1.12% | 1.27% | $1.8M | 67,668 | $1.8M | 67,655 | +13+0.02% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.11% | 0.81% | $1.8M | 4,320 | $1.1M | 4,243 | +77+1.81% | Add |
 PEPSICO INCPEP |
| 1.06% | 1.25% | $1.7M | 12,609 | $1.8M | 11,398 | +1,211+10.62% | Add |
 PROCTER & GAMBLE COPG |
| 0.97% | 0.92% | $1.6M | 10,721 | $1.3M | 9,006 | +1,715+19.04% | Add |
 CATERPILLAR INCCAT |
| 0.94% | 1.44% | $1.5M | 1,433 | $2.0M | 2,873 | -1,440-50.12% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.88% | 0.51% | $1.4M | 3,840 | $714,915 | 2,228 | +1,612+72.35% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.87% | 1.06% | $1.4M | 1,498 | $1.5M | 1,498 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.85% | 0.89% | $1.4M | 2,743 | $1.3M | 2,628 | +115+4.38% | Add |
 ABBVIE INCABBV |
| 0.85% | 0.84% | $1.4M | 5,451 | $1.2M | 5,437 | +14+0.26% | Add |
 DEERE & CODE |
| 0.82% | 0.83% | $1.3M | 2,087 | $1.2M | 2,089 | -2-0.10% | Reduce |
 PPL CORP COMPPL |
| 0.8% | 1.07% | $1.3M | 35,376 | $1.5M | 39,624 | -4,248-10.72% | Reduce |
| HHANCOCK JOHN FINL OPPTYSBTO |
| 0.77% | 0.79% | $1.2M | 31,366 | $1.1M | 31,197 | +169+0.54% | Add |
 GE AEROSPACEGE |
| 0.76% | 0.66% | $1.2M | 3,288 | $926,062 | 3,263 | +25+0.77% | Add |
 GE VERNOVA INCGEV |
| 0.74% | 0.63% | $1.2M | 1,016 | $886,885 | 1,016 | 00.00% | Unchanged |
 HEICO CORP NEWHEI |
| 0.72% | 0.64% | $1.2M | 3,273 | $897,373 | 3,273 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.68% | 0.59% | $1.1M | 918 | $830,659 | 903 | +15+1.66% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.64% | 0.7% | $1.0M | 13,535 | $982,736 | 13,520 | +15+0.11% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.63% | 0.67% | $1.0M | 4,274 | $953,403 | 4,433 | -159-3.59% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.63% | 0.7% | $1.0M | 1,968 | $986,386 | 1,974 | -6-0.30% | Reduce |
 META PLATFORMS INCMETA |
| 0.62% | 0.54% | $997,117 | 1,770 | $769,592 | 1,345 | +425+31.60% | Add |
| IISHARES TRIVW |
| 0.6% | 0.66% | $972,885 | 7,074 | $925,853 | 8,185 | -1,111-13.57% | Reduce |
 WALMART INCWMT |
| 0.58% | 0.44% | $939,247 | 8,293 | $622,459 | 5,009 | +3,284+65.56% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.55% | 0.73% | $884,315 | 20,886 | $1.0M | 20,599 | +287+1.39% | Add |
 MCDONALDS CORPMCD |
| 0.54% | 0.63% | $874,979 | 3,237 | $889,776 | 2,863 | +374+13.06% | Add |
 MERCK & CO INCMRK |
| 0.52% | 0.5% | $838,653 | 6,526 | $712,022 | 5,919 | +607+10.26% | Add |
 WASTE MGMT INC DELWM |
| 0.51% | 0.55% | $828,310 | 3,716 | $773,872 | 3,368 | +348+10.33% | Add |
 EXXON MOBIL CORPXOM |
| 0.5% | 0.73% | $802,940 | 5,873 | $1.0M | 6,103 | -230-3.77% | Reduce |
 EATON VANCE ENHANCED EQUITY IN COMEOS |
| 0.49% | 0.51% | $784,917 | 35,613 | $713,634 | 34,879 | +734+2.10% | Add |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.68% | $776,432 | 4,684 | $953,757 | 4,610 | +74+1.61% | Add |
| RRELIANCE INCRS |
| 0.46% | 0.43% | $747,200 | 2,000 | $607,840 | 2,000 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 0.44% | 0.38% | $711,400 | 988 | $542,432 | 988 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.43% | 0.16% | $692,445 | 1,192 | $222,146 | 1,092 | +100+9.16% | Add |
 CISCO SYS INCCSCO |
| 0.41% | 0.26% | $669,527 | 5,700 | $370,369 | 4,773 | +927+19.42% | Add |
 HOME DEPOT INCHD |
| 0.41% | 0.42% | $665,658 | 1,887 | $594,738 | 1,808 | +79+4.37% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.41% | 0.42% | $664,036 | 3,671 | $599,651 | 3,627 | +44+1.21% | Add |
