 APPLE INCAAPL |
| 7.89% | 7.5% | $34.8M | 120,253 | $30.9M | 121,820 | -1,567-1.29% | Reduce |
 MICROSOFT CORPMSFT |
| 5.9% | 6.28% | $26.0M | 69,735 | $25.9M | 69,868 | -133-0.19% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 5.86% | 5.99% | $25.9M | 51,694 | $24.7M | 51,495 | +199+0.39% | Add |
| VVALMONT INDS INCVMI |
| 5.49% | 4.2% | $24.2M | 41,926 | $17.3M | 43,288 | -1,362-3.15% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.34% | 5.22% | $23.6M | 66,702 | $21.5M | 74,997 | -8,295-11.06% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.34% | 5.11% | $23.6M | 31,543 | $21.1M | 32,381 | -838-2.59% | Reduce |
 CISCO SYS INCCSCO |
| 3.57% | 2.53% | $15.7M | 133,876 | $10.4M | 134,545 | -669-0.50% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.43% | 3.31% | $15.1M | 46,279 | $13.6M | 46,369 | -90-0.19% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.3% | 3.06% | $14.6M | 72,723 | $12.6M | 72,355 | +368+0.51% | Add |
 AMAZON COM INCAMZN |
| 3.23% | 3.04% | $14.3M | 59,819 | $12.5M | 60,102 | -283-0.47% | Reduce |
 ELI LILLY & COLLY |
| 2.61% | 2.17% | $11.5M | 9,613 | $8.9M | 9,714 | -101-1.04% | Reduce |
 ORACLE CORPORCL |
| 2.49% | 2.72% | $11.0M | 74,912 | $11.2M | 76,161 | -1,249-1.64% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.35% | 2.41% | $10.4M | 40,771 | $9.9M | 40,595 | +176+0.43% | Add |
 VISA INCV |
| 2.26% | 2.14% | $10.0M | 29,105 | $8.8M | 29,240 | -135-0.46% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.25% | 1.65% | $9.9M | 23,854 | $6.8M | 25,153 | -1,299-5.16% | Reduce |
 BLACKROCK INC COMBLK |
| 2.13% | 2.27% | $9.4M | 9,785 | $9.4M | 9,727 | +58+0.60% | Add |
 RTX CORPORATIONRTX |
| 1.8% | 1.73% | $7.9M | 41,771 | $7.1M | 37,034 | +4,737+12.79% | Add |
 ILLINOIS TOOLITW |
| 1.79% | 1.84% | $7.9M | 29,191 | $7.6M | 29,193 | -2-0.01% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.7% | 2.28% | $7.5M | 54,729 | $9.4M | 55,470 | -741-1.34% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.7% | 1.93% | $7.5M | 85,233 | $7.9M | 85,428 | -195-0.23% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.66% | 2.26% | $7.3M | 44,202 | $9.3M | 44,965 | -763-1.70% | Reduce |
 PEPSICO INCPEP |
| 1.6% | 1.97% | $7.1M | 52,151 | $8.1M | 52,224 | -73-0.14% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.5% | 1.58% | $6.6M | 45,192 | $6.5M | 45,153 | +39+0.09% | Add |
 TJX COS INC NEWTJX |
| 1.45% | 1.58% | $6.4M | 42,350 | $6.5M | 40,740 | +1,610+3.95% | Add |
 LOWES COS INC COMLOW |
| 1.45% | 1.63% | $6.4M | 28,993 | $6.7M | 28,400 | +593+2.09% | Add |
 ALPHABET INCGOOGL |
| 1.39% | 1.25% | $6.1M | 17,119 | $5.2M | 17,974 | -855-4.76% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.27% | 1.37% | $5.6M | 29,404 | $5.6M | 29,721 | -317-1.07% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.25% | 1.5% | $5.5M | 60,753 | $6.2M | 60,200 | +553+0.92% | Add |
 ACCENTURE PLC IRELANDACN |
| 1.24% | 2.08% | $5.5M | 44,070 | $8.6M | 43,195 | +875+2.03% | Add |
 AMPHENOL CORPAPH |
| 1.22% | 0.84% | $5.4M | 30,640 | $3.4M | 27,250 | +3,390+12.44% | Add |
 DISNEY WALT CODIS |
| 1.14% | 1.23% | $5.0M | 52,175 | $5.1M | 52,434 | -259-0.49% | Reduce |
 EATON CORP PLCETN |
| 1.13% | 0.91% | $5.0M | 11,691 | $3.8M | 10,505 | +1,186+11.29% | Add |
 MCDONALDS CORPMCD |
| 1.06% | 1.3% | $4.7M | 17,271 | $5.4M | 17,296 | -25-0.14% | Reduce |
 SALESFORCE INCCRM |
| 0.89% | 1.12% | $3.9M | 24,949 | $4.6M | 24,644 | +305+1.24% | Add |
 HONEYWELL INTL INCHON |
| 0.73% | 1.58% | $3.2M | 14,476 | $6.5M | 28,865 | -14,389-49.85% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.73% | — | $3.2M | 14,476 | $0 | 0 | +14,476 | New Buy |
| AAT&T INCT |
| 0.71% | 1.03% | $3.2M | 152,240 | $4.2M | 145,902 | +6,338+4.34% | Add |
 NIKE INCNKE |
| 0.69% | 0.95% | $3.0M | 73,995 | $3.9M | 74,070 | -75-0.10% | Reduce |
 ADOBE INC COMADBE |
| 0.58% | 0.74% | $2.6M | 12,553 | $3.1M | 12,584 | -31-0.25% | Reduce |
 WALMART INCWMT |
| 0.48% | 0.58% | $2.1M | 18,755 | $2.4M | 19,105 | -350-1.83% | Reduce |
| IISHARES TRITOT |
| 0.44% | 0.41% | $1.9M | 11,750 | $1.7M | 11,750 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 0.43% | 0.44% | $1.9M | 5,205 | $1.8M | 5,205 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.38% | 0.51% | $1.7M | 23,615 | $2.1M | 21,725 | +1,890+8.70% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.36% | 0.41% | $1.6M | 1,688 | $1.7M | 1,688 | 00.00% | Unchanged |
 US BANCORPUSB |
| 0.35% | 0.33% | $1.5M | 25,209 | $1.3M | 25,886 | -677-2.62% | Reduce |
| IISHARES COREIJH |
| 0.33% | 0.31% | $1.4M | 18,700 | $1.3M | 18,700 | 00.00% | Unchanged |
 CSX CORPCSX |
| 0.25% | 0.23% | $1.1M | 23,385 | $961,719 | 23,428 | -43-0.18% | Reduce |
 STARBUCKS CORPSBUX |
| 0.24% | 0.25% | $1.1M | 10,427 | $1.0M | 11,427 | -1,000-8.75% | Reduce |
 COCA COLA COKO |
| 0.23% | 0.23% | $1.0M | 12,639 | $961,196 | 12,639 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.23% | 0.29% | $1.0M | 1,979 | $1.2M | 1,979 | 00.00% | Unchanged |
