| SSELECT SECTOR SPDR TRXLK |
| 7.67% | 5.95% | $258.3M | 1.4M | $179.2M | 1.3M | +7,252+0.54% | Add |
 APPLE INCAAPL |
| 7.14% | 7.07% | $240.3M | 830,626 | $213.1M | 839,802 | -9,176-1.09% | Reduce |
 MICROSOFT CORPMSFT |
| 3.24% | 3.56% | $109.0M | 292,283 | $107.2M | 289,473 | +2,810+0.97% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.09% | 3.72% | $104.1M | 111,264 | $112.0M | 112,385 | -1,121-1.00% | Reduce |
 ALPHABET INCGOOGL |
| 2.84% | 2.58% | $95.7M | 267,785 | $77.7M | 270,345 | -2,560-0.95% | Reduce |
 AMAZON COM INCAMZN |
| 2.34% | 2.27% | $78.7M | 330,195 | $68.5M | 329,107 | +1,088+0.33% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.22% | 2.14% | $74.6M | 372,859 | $64.5M | 370,072 | +2,787+0.75% | Add |
 JPMORGAN CHASE & COJPM |
| 2.21% | 2.19% | $74.5M | 227,545 | $66.1M | 224,754 | +2,791+1.24% | Add |
| VVANGUARD WORLD FDVGT |
| 2.19% | 1.77% | $73.8M | 617,483 | $53.3M | 76,389 | +541,094+708.34% | Add |
 WALMART INCWMT |
| 1.87% | 2.3% | $63.1M | 556,905 | $69.3M | 557,356 | -451-0.08% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.84% | 1.79% | $61.8M | 526,859 | $54.1M | 496,197 | +30,662+6.18% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.65% | 1.59% | $55.4M | 349,376 | $47.9M | 326,615 | +22,761+6.97% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 1.61% | 1.83% | $54.2M | 505,901 | $55.2M | 497,968 | +7,933+1.59% | Add |
 CATERPILLAR INCCAT |
| 1.57% | 1.16% | $53.0M | 49,787 | $34.9M | 49,275 | +512+1.04% | Add |
 CHEVRON CORPORATIONCVX |
| 1.54% | 2.16% | $51.7M | 312,016 | $65.1M | 314,600 | -2,584-0.82% | Reduce |
 VISA INCV |
| 1.53% | 1.52% | $51.5M | 150,051 | $45.8M | 151,405 | -1,354-0.89% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.51% | 1.39% | $51.0M | 144,364 | $41.8M | 145,767 | -1,403-0.96% | Reduce |
| SSTATE STREETXLI |
| 1.45% | 1.47% | $48.9M | 263,844 | $44.3M | 273,662 | -9,818-3.59% | Reduce |
 HOME DEPOT INCHD |
| 1.42% | 1.49% | $47.7M | 135,391 | $44.9M | 136,632 | -1,241-0.91% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.42% | 1.51% | $47.7M | 187,862 | $45.5M | 186,280 | +1,582+0.85% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.38% | 1.41% | $46.6M | 868,463 | $42.5M | 860,033 | +8,430+0.98% | Add |
| VVANGUARD WORLD FDVOX |
| 1.38% | 1.48% | $46.4M | 252,428 | $44.6M | 248,024 | +4,404+1.78% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.37% | 1.31% | $46.2M | 94,156 | $39.4M | 94,579 | -423-0.45% | Reduce |
 KLA CORPKLAC |
| 1.28% | 0.73% | $43.0M | 142,507 | $21.9M | 14,846 | +127,661+859.90% | Add |
| IINVESCO QQQ TRVOO |
| 1.27% | 1.13% | $42.8M | 58,141 | $34.1M | 59,124 | -983-1.66% | Reduce |
 WASTE MGMT INC DELWM |
| 1.21% | 1.41% | $40.6M | 182,200 | $42.5M | 185,064 | -2,864-1.55% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.13% | 1.11% | $38.1M | 102,977 | $33.5M | 104,346 | -1,369-1.31% | Reduce |
| VVANGUARD WORLD FDVCR |
| 1.06% | 1.03% | $35.6M | 89,699 | $31.1M | 86,486 | +3,213+3.72% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 1.05% | 1.11% | $35.2M | 424,290 | $33.4M | 407,834 | +16,456+4.03% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.02% | 1.31% | $34.3M | 645,182 | $39.6M | 646,525 | -1,343-0.21% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.95% | 0.99% | $31.9M | 142,303 | $29.8M | 146,873 | -4,570-3.11% | Reduce |
 AMGEN INC COMAMGN |
| 0.94% | 1.02% | $31.8M | 87,850 | $30.7M | 87,251 | +599+0.69% | Add |
| VVANGUARD WORLD FDVIS |
| 0.93% | 0.9% | $31.2M | 86,620 | $27.1M | 86,833 | -213-0.25% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.92% | 0.49% | $31.0M | 42,903 | $14.9M | 43,545 | -642-1.47% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.91% | 1.09% | $30.7M | 349,649 | $32.8M | 353,566 | -3,917-1.11% | Reduce |
 ELI LILLY & COLLY |
| 0.88% | 0.74% | $29.5M | 24,625 | $22.3M | 24,219 | +406+1.68% | Add |
 VERTIV HOLDINGS COVRT |
| 0.84% | 0.71% | $28.4M | 84,860 | $21.3M | 85,009 | -149-0.18% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.84% | 0.8% | $28.2M | 37,737 | $24.2M | 37,275 | +462+1.24% | Add |
| VVANGUARD WORLD FDVFH |
| 0.78% | 0.78% | $26.4M | 200,509 | $23.4M | 193,484 | +7,025+3.63% | Add |
 PROCTER & GAMBLE COPG |
| 0.74% | 0.84% | $25.0M | 170,753 | $25.3M | 175,289 | -4,536-2.59% | Reduce |
 BLACKSTONE INCBX |
| 0.72% | 0.8% | $24.2M | 205,546 | $24.1M | 209,212 | -3,666-1.75% | Reduce |
 BROADCOM INCAVGO |
| 0.69% | 0.64% | $23.3M | 61,642 | $19.2M | 62,058 | -416-0.67% | Reduce |
 CARLISLE COS INCCSL |
| 0.62% | 0.65% | $20.9M | 57,619 | $19.5M | 58,394 | -775-1.33% | Reduce |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.61% | 0.39% | $20.4M | 31,825 | $11.8M | 35,873 | -4,048-11.28% | Reduce |
 ABBVIE INCABBV |
| 0.57% | 0.55% | $19.2M | 76,198 | $16.7M | 76,791 | -593-0.77% | Reduce |
 ECOLAB INCECL |
| 0.56% | 0.6% | $18.9M | 67,740 | $18.1M | 67,937 | -197-0.29% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.53% | 0.52% | $17.9M | 314,395 | $15.6M | 319,992 | -5,597-1.75% | Reduce |
| VVANGUARD HEALTHVHT |
| 0.51% | 0.48% | $17.1M | 57,047 | $14.6M | 53,633 | +3,414+6.37% | Add |
 MCDONALDS CORPMCD |
| 0.48% | 0.78% | $16.3M | 60,362 | $23.6M | 75,834 | -15,472-20.40% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.48% | 0.29% | $16.2M | 24,728 | $8.6M | 22,459 | +2,269+10.10% | Add |
