 APPLE INCAAPL |
| 5.81% | 6.02% | $67.7M | 234,066 | $61.0M | 240,208 | -6,142-2.56% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.07% | 5.15% | $59.1M | 295,599 | $52.2M | 299,243 | -3,644-1.22% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 4.44% | 1.94% | $51.7M | 89,077 | $19.7M | 96,722 | -7,645-7.90% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.64% | 2.13% | $42.4M | 58,701 | $21.6M | 63,284 | -4,583-7.24% | Reduce |
 ELI LILLY & COLLY |
| 2.98% | 2.79% | $34.8M | 29,017 | $28.3M | 30,781 | -1,764-5.73% | Reduce |
 CATERPILLAR INCCAT |
| 2.91% | 2.38% | $33.9M | 31,867 | $24.1M | 33,976 | -2,109-6.21% | Reduce |
 MICROSOFT CORPMSFT |
| 2.9% | 3.18% | $33.9M | 90,747 | $32.2M | 87,034 | +3,713+4.27% | Add |
 AMAZON COM INCAMZN |
| 2.79% | 2.88% | $32.5M | 136,344 | $29.2M | 140,264 | -3,920-2.79% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.46% | $30.1M | 85,257 | $24.9M | 86,875 | -1,618-1.86% | Reduce |
 ALPHABET INCGOOGL |
| 2.49% | 2.44% | $29.1M | 81,380 | $24.7M | 85,879 | -4,499-5.24% | Reduce |
 VISA INCV |
| 2.42% | 2.48% | $28.3M | 82,368 | $25.1M | 83,171 | -803-0.97% | Reduce |
 META PLATFORMS INCMETA |
| 2.22% | 2.6% | $25.9M | 45,964 | $26.3M | 45,964 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.9% | 2.33% | $22.2M | 23,684 | $23.6M | 23,711 | -27-0.11% | Reduce |
 CUMMINS INCCMI |
| 1.86% | 1.67% | $21.7M | 30,374 | $16.9M | 31,488 | -1,114-3.54% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.82% | 0.96% | $21.2M | 27,737 | $9.8M | 25,016 | +2,721+10.88% | Add |
 DEERE & CODE |
| 1.7% | 1.72% | $19.8M | 31,161 | $17.5M | 31,024 | +137+0.44% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.56% | 1.54% | $18.1M | 64,514 | $15.6M | 64,215 | +299+0.47% | Add |
 PALO ALTOPANW |
| 1.49% | 0.81% | $17.3M | 50,863 | $8.2M | 50,911 | -48-0.09% | Reduce |
 UNION PAC CORPUNP |
| 1.45% | 1.51% | $16.9M | 62,280 | $15.3M | 63,081 | -801-1.27% | Reduce |
| QQUALCOMM INCQCOM |
| 1.4% | 1.18% | $16.3M | 88,031 | $12.0M | 92,827 | -4,796-5.17% | Reduce |
 HOME DEPOT INCHD |
| 1.37% | 1.52% | $15.9M | 45,172 | $15.4M | 46,822 | -1,650-3.52% | Reduce |
 STARBUCKS CORPSBUX |
| 1.37% | 1.38% | $15.9M | 155,863 | $14.0M | 155,893 | -30-0.02% | Reduce |
 ABBVIE INCABBV |
| 1.33% | 1.31% | $15.5M | 61,621 | $13.3M | 61,196 | +425+0.69% | Add |
 AMGEN INC COMAMGN |
| 1.32% | 1.5% | $15.3M | 42,343 | $15.2M | 43,121 | -778-1.80% | Reduce |
 HONEYWELL INTL INCHON |
| 1.24% | 1.44% | $14.5M | 64,555 | $14.5M | 64,332 | +223+0.35% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.24% | 1.48% | $14.4M | 156,494 | $15.0M | 159,083 | -2,589-1.63% | Reduce |
 MERCK & CO INCMRK |
| 1.15% | 1.27% | $13.4M | 103,952 | $12.9M | 106,849 | -2,897-2.71% | Reduce |
 ENBRIDGE INCENB |
| 1.14% | 1.37% | $13.3M | 246,172 | $13.9M | 256,824 | -10,652-4.15% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.1% | 0.96% | $12.8M | 25,790 | $9.8M | 27,217 | -1,427-5.24% | Reduce |
 PEPSICO INCPEP |
| 1.07% | 1.41% | $12.5M | 92,075 | $14.3M | 92,070 | +5+0.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.06% | 1.18% | $12.4M | 48,675 | $11.9M | 48,707 | -32-0.07% | Reduce |
 SYNOPSYS INCSNPS |
| 1.06% | 1.08% | $12.3M | 27,616 | $10.9M | 27,577 | +39+0.14% | Add |
 CARRIER GLOBALCARR |
| 1.03% | 0.9% | $12.0M | 163,091 | $9.1M | 162,051 | +1,040+0.64% | Add |
 NETFLIX INCNFLX |
| 1.01% | 1.42% | $11.7M | 164,252 | $14.4M | 149,700 | +14,552+9.72% | Add |
 MCDONALDS CORPMCD |
| 1% | 1.27% | $11.7M | 43,227 | $12.9M | 41,522 | +1,705+4.11% | Add |
 CORNING INCGLW |
| 0.99% | 0.63% | $11.6M | 45,343 | $6.4M | 46,748 | -1,405-3.01% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.99% | 1.05% | $11.6M | 51,635 | $10.6M | 52,272 | -637-1.22% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.99% | — | $11.5M | 52,032 | $0 | 0 | +52,032 | New Buy |
 AMERICAN EXPRESS COAXP |
| 0.97% | 1.02% | $11.3M | 33,547 | $10.4M | 34,326 | -779-2.27% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.93% | 0.91% | $10.8M | 150,313 | $9.2M | 128,063 | +22,250+17.37% | Add |
 HUBBELL INCHUBB |
| 0.9% | 0.98% | $10.5M | 20,103 | $9.9M | 20,224 | -121-0.60% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.9% | 0.92% | $10.5M | 58,876 | $9.4M | 2,223 | +56,653+2,548.49% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.89% | — | $10.4M | 26,043 | $0 | 0 | +26,043 | New Buy |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.87% | — | $10.2M | 67,412 | $0 | 0 | +67,412 | New Buy |
 DISNEY WALT CODIS |
| 0.86% | 1.08% | $10.0M | 104,241 | $11.0M | 113,997 | -9,756-8.56% | Reduce |
 SYSCO CORP COMSYY |
| 0.84% | 0.84% | $9.8M | 117,769 | $8.5M | 118,676 | -907-0.76% | Reduce |
 BOEING COBA |
| 0.83% | 1.06% | $9.7M | 44,915 | $10.7M | 54,003 | -9,088-16.83% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.8% | 0.8% | $9.3M | 273,055 | $8.1M | 251,649 | +21,406+8.51% | Add |
 CISCO SYS INCCSCO |
| 0.78% | 0.59% | $9.1M | 77,724 | $6.0M | 77,543 | +181+0.23% | Add |
 CSX CORPCSX |
| 0.74% | 0.77% | $8.6M | 181,408 | $7.8M | 189,530 | -8,122-4.29% | Reduce |
