 ENTERPRISE FINL SVCS CORPEFSC |
| 13.77% | 9.12% | $33.7M | 511,960 | $18.0M | 332,562 | +179,398+53.94% | Add |
 APPLE INCAAPL |
| 5.89% | 6.2% | $14.4M | 49,821 | $12.2M | 48,189 | +1,632+3.39% | Add |
 MICROSOFT CORPMSFT |
| 4.08% | 5.07% | $10.0M | 26,793 | $10.0M | 27,034 | -241-0.89% | Reduce |
 ALPHABET INCGOOGL |
| 3.86% | 3.69% | $9.4M | 26,438 | $7.3M | 25,290 | +1,148+4.54% | Add |
 PEPSICO INCPEP |
| 3.77% | 5.33% | $9.2M | 68,181 | $10.5M | 67,716 | +465+0.69% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.17% | 3.37% | $7.8M | 38,862 | $6.7M | 38,135 | +727+1.91% | Add |
 AMAZON COM INCAMZN |
| 2.49% | 2.57% | $6.1M | 25,597 | $5.1M | 24,323 | +1,274+5.24% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.47% | 0.89% | $6.1M | 5,248 | $1.7M | 5,177 | +71+1.37% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 2.45% | 3.64% | $6.0M | 8 | $7.2M | 10 | -2-20.00% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.19% | 1.31% | $5.4M | 7,403 | $2.6M | 7,545 | -142-1.88% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.12% | 2.29% | $5.2M | 15,877 | $4.5M | 15,336 | +541+3.53% | Add |
 YUM BRANDS INC COMYUM |
| 1.5% | 1.73% | $3.7M | 23,019 | $3.4M | 21,916 | +1,103+5.03% | Add |
 META PLATFORMS INCMETA |
| 1.46% | 1.95% | $3.6M | 6,350 | $3.9M | 6,734 | -384-5.70% | Reduce |
 BROADCOM INCAVGO |
| 1.42% | 1.39% | $3.5M | 9,206 | $2.7M | 8,858 | +348+3.93% | Add |
 ABBVIE INCABBV |
| 1.35% | 1.38% | $3.3M | 13,105 | $2.7M | 12,506 | +599+4.79% | Add |
 EXXON MOBIL CORPXOM |
| 1.28% | 1.86% | $3.1M | 22,892 | $3.7M | 21,652 | +1,240+5.73% | Add |
| AAlphabet Inc Class CGOOG |
| 1.27% | 1.22% | $3.1M | 8,822 | $2.4M | 8,368 | +454+5.43% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.16% | 1.42% | $2.8M | 5,525 | $2.8M | 5,600 | -75-1.34% | Reduce |
 WALMART INCWMT |
| 1.12% | 1.5% | $2.7M | 24,129 | $3.0M | 23,759 | +370+1.56% | Add |
 FORTINET INCFTNT |
| 1.04% | 0.69% | $2.6M | 16,618 | $1.4M | 16,756 | -138-0.82% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.02% | 0.88% | $2.5M | 5,239 | $1.7M | 5,110 | +129+2.52% | Add |
 ELI LILLY & COLLY |
| 1.01% | 0.94% | $2.5M | 2,069 | $1.9M | 2,012 | +57+2.83% | Add |
 MERCK & CO INCMRK |
| 0.98% | 1.14% | $2.4M | 18,619 | $2.2M | 18,627 | -8-0.04% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.96% | 1.05% | $2.3M | 4,677 | $2.1M | 4,306 | +371+8.62% | Add |
 US BANCORPUSB |
| 0.92% | 0.96% | $2.3M | 37,327 | $1.9M | 36,592 | +735+2.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.86% | 1.02% | $2.1M | 8,275 | $2.0M | 8,246 | +29+0.35% | Add |
 CISCO SYS INCCSCO |
| 0.85% | 0.68% | $2.1M | 17,709 | $1.3M | 17,279 | +430+2.49% | Add |
 LAM RESEARCH CORPLRCX |
| 0.76% | 0.46% | $1.9M | 4,319 | $906,131 | 4,241 | +78+1.84% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.76% | 0.98% | $1.9M | 21,262 | $1.9M | 20,837 | +425+2.04% | Add |
 ILLINOIS TOOLITW |
| 0.69% | 0.85% | $1.7M | 6,277 | $1.7M | 6,412 | -135-2.11% | Reduce |
 VISA INCV |
| 0.66% | 0.68% | $1.6M | 4,692 | $1.3M | 4,455 | +237+5.32% | Add |
 CHEVRON CORPORATIONCVX |
| 0.65% | 0.88% | $1.6M | 9,623 | $1.7M | 8,438 | +1,185+14.04% | Add |
 MCDONALDS CORPMCD |
| 0.64% | 0.95% | $1.6M | 5,804 | $1.9M | 6,006 | -202-3.36% | Reduce |
 EMERSON ELEC COEMR |
| 0.63% | 0.71% | $1.6M | 10,859 | $1.4M | 10,688 | +171+1.60% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.63% | 0.26% | $1.5M | 2,642 | $509,795 | 2,506 | +136+5.43% | Add |
 RTX CORPORATIONRTX |
| 0.59% | 0.72% | $1.4M | 7,639 | $1.4M | 7,348 | +291+3.96% | Add |
 AON PLC SHS CL AAON |
| 0.59% | 0.72% | $1.4M | 4,360 | $1.4M | 4,397 | -37-0.84% | Reduce |
 INTEL CORPINTC |
| 0.59% | 0.22% | $1.4M | 10,267 | $426,824 | 9,672 | +595+6.15% | Add |
 GE AEROSPACEGE |
| 0.57% | 0.49% | $1.4M | 3,757 | $959,141 | 3,380 | +377+11.15% | Add |
 CATERPILLAR INCCAT |
| 0.57% | 0.41% | $1.4M | 1,308 | $813,311 | 1,148 | +160+13.94% | Add |
 DEERE & CODE |
| 0.54% | 0.6% | $1.3M | 2,078 | $1.2M | 2,091 | -13-0.62% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.52% | 0.62% | $1.3M | 8,768 | $1.2M | 8,407 | +361+4.29% | Add |
 TESLA INCTSLA |
| 0.52% | 0.55% | $1.3M | 3,039 | $1.1M | 2,909 | +130+4.47% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.52% | 0.54% | $1.3M | 4,495 | $1.1M | 4,376 | +119+2.72% | Add |
 REGIONS FINANCIAL CORP NEW COMRF |
| 0.49% | 0.53% | $1.2M | 40,117 | $1.0M | 40,124 | -7-0.02% | Reduce |
 EATON CORP PLCETN |
| 0.47% | 0.49% | $1.2M | 2,706 | $962,846 | 2,692 | +14+0.52% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.47% | 0.6% | $1.1M | 1,219 | $1.2M | 1,189 | +30+2.52% | Add |
 GE VERNOVA INCGEV |
| 0.46% | 0.4% | $1.1M | 968 | $789,101 | 904 | +64+7.08% | Add |
 UNITED RENTALS INCURI |
| 0.45% | 0.36% | $1.1M | 966 | $703,059 | 965 | +1+0.10% | Add |
| BBANK OF AMER CORPBAC |
| 0.42% | 0.37% | $1.0M | 18,045 | $730,615 | 14,987 | +3,058+20.40% | Add |
