 ALPHABET INCGOOGL |
| 4.98% | 4.41% | $351.9M | 984,691 | $283.1M | 984,334 | +357+0.04% | Add |
 JPMORGAN CHASE & COJPM |
| 4.5% | 4.41% | $318.0M | 971,483 | $283.3M | 963,155 | +8,328+0.86% | Add |
 APPLE INCAAPL |
| 4.28% | 4.09% | $302.7M | 1.0M | $262.6M | 1.0M | +11,518+1.11% | Add |
 MICROSOFT CORPMSFT |
| 4.03% | 4.23% | $284.9M | 763,656 | $271.6M | 733,631 | +30,025+4.09% | Add |
 AMAZON COM INCAMZN |
| 3.1% | 2.97% | $219.1M | 919,481 | $191.0M | 917,235 | +2,246+0.24% | Add |
 AMPHENOL CORPAPH |
| 2.24% | 1.74% | $158.5M | 898,902 | $112.0M | 886,118 | +12,784+1.44% | Add |
| SSPDR GOLD TRGLD |
| 2.11% | 2.71% | $148.9M | 404,242 | $173.9M | 404,058 | +184+0.05% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 2.02% | 2.91% | $143.0M | 921,554 | $186.7M | 919,553 | +2,001+0.22% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.88% | 1.96% | $132.8M | 264,936 | $126.1M | 256,560 | +8,376+3.26% | Add |
 GE AEROSPACEGE |
| 1.83% | 1.3% | $129.3M | 345,893 | $83.7M | 294,930 | +50,963+17.28% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.82% | 1.96% | $128.9M | 257,503 | $126.1M | 263,113 | -5,610-2.13% | Reduce |
 DEERE & CODE |
| 1.8% | 1.54% | $127.0M | 200,267 | $98.7M | 175,205 | +25,062+14.30% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.68% | 1.61% | $119.0M | 594,748 | $103.6M | 593,861 | +887+0.15% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.63% | 1.94% | $115.5M | 123,446 | $124.7M | 125,178 | -1,732-1.38% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.63% | 1.45% | $115.5M | 290,705 | $93.4M | 293,433 | -2,728-0.93% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.62% | 1.53% | $114.7M | 153,569 | $98.3M | 151,127 | +2,442+1.62% | Add |
 DANAHER CORP DEL COMDHR |
| 1.58% | 0.98% | $111.6M | 585,734 | $62.8M | 331,104 | +254,630+76.90% | Add |
 CATERPILLAR INCCAT |
| 1.52% | 1.14% | $107.4M | 100,822 | $73.4M | 103,659 | -2,837-2.74% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.52% | 2.06% | $107.1M | 783,278 | $132.6M | 781,581 | +1,697+0.22% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 1.31% | 1.26% | $92.5M | 972,468 | $80.9M | 951,369 | +21,099+2.22% | Add |
 WOODWARD INCWWD |
| 1.23% | 1.19% | $86.6M | 203,486 | $76.7M | 214,392 | -10,906-5.09% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.2% | 1.27% | $84.8M | 333,906 | $81.9M | 334,993 | -1,087-0.32% | Reduce |
| RRBC BEARINGS INCRBC |
| 1.08% | 1.02% | $76.4M | 118,687 | $65.7M | 121,049 | -2,362-1.95% | Reduce |
 HOME DEPOT INCHD |
| 0.95% | 1.02% | $67.0M | 190,015 | $65.7M | 199,746 | -9,731-4.87% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.94% | 1.07% | $66.5M | 129,385 | $68.7M | 137,535 | -8,150-5.93% | Reduce |
 QUANTA SVCS INCPWR |
| 0.93% | 0.82% | $65.7M | 91,227 | $53.0M | 96,462 | -5,235-5.43% | Reduce |
 CISCO SYS INCCSCO |
| 0.92% | 0.68% | $65.0M | 553,772 | $43.4M | 559,841 | -6,069-1.08% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.91% | 1.28% | $64.6M | 387,775 | $82.3M | 474,702 | -86,927-18.31% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.9% | 0.94% | $63.4M | 184,068 | $60.2M | 187,765 | -3,697-1.97% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.9% | 1.27% | $63.3M | 608,449 | $81.6M | 617,917 | -9,468-1.53% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.86% | 0.19% | $60.7M | 127,038 | $12.3M | 36,297 | +90,741+250.00% | Add |
 HUBBELL INCHUBB |
| 0.83% | 0.83% | $58.4M | 111,585 | $53.1M | 108,165 | +3,420+3.16% | Add |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.78% | $57.8M | 163,692 | $50.1M | 174,783 | -11,091-6.35% | Reduce |
 WALMART INCWMT |
| 0.82% | 0.98% | $57.7M | 509,148 | $63.2M | 508,791 | +357+0.07% | Add |
 PEPSICO INCPEP |
| 0.8% | 1.02% | $56.2M | 415,256 | $65.8M | 423,836 | -8,580-2.02% | Reduce |
 ABBVIE INCABBV |
| 0.78% | 0.76% | $55.2M | 219,509 | $48.5M | 223,125 | -3,616-1.62% | Reduce |
 IDEXX LABS INC COMIDXX |
| 0.78% | 0.91% | $54.8M | 104,140 | $58.2M | 103,654 | +486+0.47% | Add |
 ABBOTT LABORATORIESABT |
| 0.76% | 0.98% | $53.9M | 593,845 | $62.7M | 611,016 | -17,171-2.81% | Reduce |
 CRANE COMPANYCR |
| 0.74% | 0.59% | $52.0M | 233,319 | $38.2M | 223,238 | +10,081+4.52% | Add |
 CHEVRON CORPORATIONCVX |
| 0.72% | 1% | $51.1M | 308,521 | $64.2M | 310,303 | -1,782-0.57% | Reduce |
 UNION PAC CORPUNP |
| 0.69% | 0.68% | $49.1M | 180,489 | $43.7M | 179,917 | +572+0.32% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.69% | 0.98% | $48.8M | 95,774 | $62.6M | 91,815 | +3,959+4.31% | Add |
 AMERICAN EXPRESS COAXP |
| 0.68% | 0.64% | $48.0M | 141,891 | $41.2M | 136,315 | +5,576+4.09% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.66% | 0.53% | $46.4M | 123,689 | $33.9M | 122,148 | +1,541+1.26% | Add |
 MCDONALDS CORPMCD |
| 0.64% | 0.8% | $44.9M | 166,169 | $51.6M | 166,105 | +64+0.04% | Add |
 BROADCOM INCAVGO |
| 0.61% | 0.57% | $42.8M | 113,274 | $36.9M | 119,067 | -5,793-4.87% | Reduce |
 ELI LILLY & COLLY |
| 0.6% | 0.39% | $42.2M | 35,186 | $24.9M | 27,068 | +8,118+29.99% | Add |
 MERCK & CO INCMRK |
| 0.52% | 0.53% | $36.9M | 287,164 | $34.2M | 284,705 | +2,459+0.86% | Add |
 RTX CORPORATIONRTX |
| 0.49% | 0.54% | $34.3M | 180,651 | $34.5M | 178,758 | +1,893+1.06% | Add |
 ORACLE CORPORCL |
| 0.46% | 0.52% | $32.4M | 220,862 | $33.5M | 228,022 | -7,160-3.14% | Reduce |
