 CARLISLE COS INCCSL |
| 8.53% | 8.54% | $25.9M | 71,402 | $23.8M | 71,314 | +88+0.12% | Add |
 APPLE INCAAPL |
| 5.55% | 5.34% | $16.9M | 58,236 | $14.9M | 58,605 | -369-0.63% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.86% | 4.01% | $11.7M | 23,433 | $11.2M | 23,306 | +127+0.54% | Add |
 JPMORGAN CHASE & COJPM |
| 3.64% | 3.59% | $11.0M | 33,718 | $10.0M | 33,972 | -254-0.75% | Reduce |
 MICROSOFT CORPMSFT |
| 3.51% | 3.4% | $10.7M | 28,594 | $9.5M | 25,608 | +2,986+11.66% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.12% | 3.29% | $9.5M | 37,287 | $9.1M | 37,425 | -138-0.37% | Reduce |
 ALPHABET INCGOOGL |
| 2.22% | 1.96% | $6.7M | 18,845 | $5.5M | 19,029 | -184-0.97% | Reduce |
 MERCK & CO INCMRK |
| 2.22% | 2.23% | $6.7M | 52,387 | $6.2M | 51,737 | +650+1.26% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.21% | 1.9% | $6.7M | 31,472 | $5.3M | 27,623 | +3,849+13.93% | Add |
 INTEL CORPINTC |
| 2.14% | 0.77% | $6.5M | 46,446 | $2.1M | 48,443 | -1,997-4.12% | Reduce |
 META PLATFORMS INCMETA |
| 1.63% | 1.64% | $4.9M | 8,785 | $4.6M | 7,970 | +815+10.23% | Add |
 CISCO SYS INCCSCO |
| 1.61% | 1.17% | $4.9M | 41,635 | $3.3M | 42,064 | -429-1.02% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.5% | 1.88% | $4.5M | 107,412 | $5.2M | 104,134 | +3,278+3.15% | Add |
 VISA INCV |
| 1.44% | 1.38% | $4.4M | 12,753 | $3.8M | 12,709 | +44+0.35% | Add |
 CVS HEALTH CORPCVS |
| 1.33% | 1.01% | $4.0M | 38,887 | $2.8M | 39,013 | -126-0.32% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.32% | 1.32% | $4.0M | 27,262 | $3.7M | 25,500 | +1,762+6.91% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.31% | 1.28% | $4.0M | 3,919 | $3.6M | 4,229 | -310-7.33% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.26% | 1.19% | $3.8M | 13,592 | $3.3M | 13,642 | -50-0.37% | Reduce |
 PFIZER INCPFE |
| 1.24% | 1.53% | $3.8M | 155,777 | $4.3M | 151,843 | +3,934+2.59% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.18% | 1.13% | $3.6M | 17,908 | $3.2M | 18,093 | -185-1.02% | Reduce |
 ABBVIE INCABBV |
| 1.12% | 1.05% | $3.4M | 13,505 | $2.9M | 13,479 | +26+0.19% | Add |
| AAT&T INCT |
| 1.1% | 1.6% | $3.3M | 161,225 | $4.5M | 153,807 | +7,418+4.82% | Add |
 AMAZON COM INCAMZN |
| 1.06% | 1% | $3.2M | 13,472 | $2.8M | 13,410 | +62+0.46% | Add |
 CHEVRON CORPORATIONCVX |
| 1.04% | 1.39% | $3.1M | 18,969 | $3.9M | 18,757 | +212+1.13% | Add |
| BBANK OF AMER CORPBAC |
| 0.95% | 0.88% | $2.9M | 50,449 | $2.5M | 50,504 | -55-0.11% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.89% | 1.07% | $2.7M | 21,349 | $3.0M | 21,447 | -98-0.46% | Reduce |
 PEPSICO INCPEP |
| 0.89% | 1.1% | $2.7M | 19,885 | $3.1M | 19,736 | +149+0.75% | Add |
 RTX CORPORATIONRTX |
| 0.82% | 0.93% | $2.5M | 13,116 | $2.6M | 13,496 | -380-2.82% | Reduce |
 BROADCOM INCAVGO |
| 0.81% | 0.74% | $2.5M | 6,513 | $2.1M | 6,654 | -141-2.12% | Reduce |
| SSPDR GOLD TRGLD |
| 0.81% | 1.02% | $2.5M | 6,665 | $2.8M | 6,585 | +80+1.21% | Add |
 COCA COLA COKO |
| 0.81% | 0.85% | $2.5M | 30,201 | $2.4M | 31,264 | -1,063-3.40% | Reduce |
 NETFLIX INCNFLX |
| 0.79% | 1.11% | $2.4M | 33,621 | $3.1M | 32,292 | +1,329+4.12% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.78% | 0.66% | $2.4M | 9,953 | $1.9M | 8,605 | +1,348+15.67% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.77% | 0.88% | $2.3M | 72,818 | $2.4M | 72,783 | +35+0.05% | Add |
 AMGEN INC COMAMGN |
| 0.76% | 0.81% | $2.3M | 6,407 | $2.3M | 6,411 | -4-0.06% | Reduce |
 FEDEX CORPFDX |
| 0.75% | 0.93% | $2.3M | 7,286 | $2.6M | 7,302 | -16-0.22% | Reduce |
 MORGAN STANLEYMS |
| 0.74% | 0.7% | $2.3M | 10,799 | $2.0M | 11,906 | -1,107-9.30% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.7% | 0.63% | $2.1M | 2,833 | $1.7M | 2,682 | +151+5.63% | Add |
 AMERICAN EXPRESS COAXP |
| 0.69% | 0.67% | $2.1M | 6,206 | $1.9M | 6,205 | +1+0.02% | Add |
| CCITIGROUP INCC |
| 0.68% | 0.6% | $2.1M | 14,765 | $1.7M | 14,761 | +4+0.03% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.65% | 0.72% | $2.0M | 34,161 | $2.0M | 32,865 | +1,296+3.94% | Add |
| IISHARES TRIVV |
| 0.64% | 0.61% | $1.9M | 2,596 | $1.7M | 2,596 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.63% | 0.47% | $1.9M | 1,785 | $1.3M | 1,843 | -58-3.15% | Reduce |
 WP CAREY INCWPC |
| 0.61% | 0.62% | $1.8M | 25,714 | $1.7M | 25,574 | +140+0.55% | Add |
 HOME DEPOT INCHD |
| 0.59% | 0.57% | $1.8M | 5,044 | $1.6M | 4,860 | +184+3.79% | Add |
 EATON CORP PLCETN |
| 0.58% | 0.54% | $1.8M | 4,151 | $1.5M | 4,177 | -26-0.62% | Reduce |
 SHELL PLCSHEL |
| 0.57% | 0.75% | $1.7M | 22,474 | $2.1M | 22,352 | +122+0.55% | Add |
 S&P GLOBAL INCSPGI |
| 0.54% | 0.62% | $1.7M | 4,058 | $1.7M | 4,058 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.54% | 0.7% | $1.6M | 3,214 | $2.0M | 3,234 | -20-0.62% | Reduce |
 ELI LILLY & COLLY |
| 0.54% | 0.46% | $1.6M | 1,361 | $1.3M | 1,408 | -47-3.34% | Reduce |
