 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.33% | 4.25% | $10.8M | 22,705 | $7.7M | 22,643 | +62+0.27% | Add |
| AAlphabet Inc Class CGOOG |
| 5.14% | 4.83% | $10.5M | 29,593 | $8.7M | 30,342 | -749-2.47% | Reduce |
 ARCHER DANIELS MIDLAND CO COMADM |
| 4.96% | 5.41% | $10.1M | 132,108 | $9.7M | 134,058 | -1,950-1.45% | Reduce |
 AMAZON COM INCAMZN |
| 4.55% | 4.77% | $9.3M | 38,832 | $8.6M | 41,223 | -2,391-5.80% | Reduce |
 MICROSOFT CORPMSFT |
| 4.34% | 4.9% | $8.8M | 23,686 | $8.8M | 23,851 | -165-0.69% | Reduce |
 BROADCOM INCAVGO |
| 4.2% | 4.13% | $8.5M | 22,607 | $7.4M | 24,014 | -1,407-5.86% | Reduce |
 APPLE INCAAPL |
| 2.78% | 2.85% | $5.7M | 19,556 | $5.1M | 20,243 | -687-3.39% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.72% | 2.78% | $5.5M | 16,930 | $5.0M | 17,008 | -78-0.46% | Reduce |
 ORACLE CORPORCL |
| 2.7% | 3.07% | $5.5M | 37,446 | $5.5M | 37,578 | -132-0.35% | Reduce |
 ASML HLDG NVASML |
| 2.25% | 1.75% | $4.6M | 2,297 | $3.1M | 2,384 | -87-3.65% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.21% | 1.41% | $4.5M | 5,900 | $2.5M | 6,502 | -602-9.26% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.97% | 1.58% | $4.0M | 23,572 | $2.8M | 23,133 | +439+1.90% | Add |
| QQUALCOMM INCQCOM |
| 1.94% | 1.59% | $4.0M | 21,398 | $2.9M | 22,271 | -873-3.92% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.71% | 0.91% | $3.5M | 5,977 | $1.6M | 8,041 | -2,064-25.67% | Reduce |
 ELI LILLY & COLLY |
| 1.69% | 1.45% | $3.4M | 2,869 | $2.6M | 2,837 | +32+1.13% | Add |
 ROYAL BK CDA COMRY |
| 1.69% | 1.51% | $3.4M | 16,620 | $2.7M | 16,776 | -156-0.93% | Reduce |
 CAMECO CORPCCJ |
| 1.68% | 2.03% | $3.4M | 33,506 | $3.7M | 33,636 | -130-0.39% | Reduce |
 LOWES COS INC COMLOW |
| 1.63% | 1.98% | $3.3M | 15,013 | $3.6M | 15,103 | -90-0.60% | Reduce |
 WALMART INCWMT |
| 1.62% | 2.01% | $3.3M | 29,083 | $3.6M | 29,201 | -118-0.40% | Reduce |
 NOVARTIS AGNVS |
| 1.48% | 1.64% | $3.0M | 19,239 | $3.0M | 19,344 | -105-0.54% | Reduce |
 GE AEROSPACEGE |
| 1.45% | 1.19% | $3.0M | 7,918 | $2.1M | 7,538 | +380+5.04% | Add |
 GE VERNOVA INCGEV |
| 1.42% | 1.17% | $2.9M | 2,457 | $2.1M | 2,414 | +43+1.78% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.32% | 1.33% | $2.7M | 13,463 | $2.4M | 13,693 | -230-1.68% | Reduce |
 MERCK & CO INCMRK |
| 1.32% | 1.42% | $2.7M | 20,842 | $2.6M | 21,247 | -405-1.91% | Reduce |
 SHOPIFY INCSHOP |
| 1.26% | 1.37% | $2.6M | 22,483 | $2.5M | 20,748 | +1,735+8.36% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.23% | 1% | $2.5M | 8,864 | $1.8M | 7,455 | +1,409+18.90% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.22% | 1.23% | $2.5M | 13,672 | $2.2M | 13,379 | +293+2.19% | Add |
 CHEVRON CORPORATIONCVX |
| 1.2% | 1.67% | $2.4M | 14,695 | $3.0M | 14,574 | +121+0.83% | Add |
 EXXON MOBIL CORPXOM |
| 1.13% | 1.53% | $2.3M | 16,837 | $2.8M | 16,236 | +601+3.70% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.09% | 1.21% | $2.2M | 8,732 | $2.2M | 8,942 | -210-2.35% | Reduce |
 CHURCH & DWIGHTCHD |
| 1.09% | 1.19% | $2.2M | 22,886 | $2.1M | 22,911 | -25-0.11% | Reduce |
 NETFLIX INCNFLX |
| 1.08% | 1.49% | $2.2M | 30,851 | $2.7M | 27,840 | +3,011+10.82% | Add |
 ECOLAB INCECL |
| 1.06% | 1.15% | $2.2M | 7,724 | $2.1M | 7,762 | -38-0.49% | Reduce |
 ABBVIE INCABBV |
| 0.87% | 0.82% | $1.8M | 7,031 | $1.5M | 6,755 | +276+4.09% | Add |
 PALO ALTOPANW |
| 0.85% | 0.51% | $1.7M | 5,086 | $920,397 | 5,741 | -655-11.41% | Reduce |
 GENERAC HLDGS INCGNRC |
| 0.75% | 0.6% | $1.5M | 5,208 | $1.1M | 5,522 | -314-5.69% | Reduce |
 PEPSICO INCPEP |
| 0.74% | 0.91% | $1.5M | 11,144 | $1.6M | 10,536 | +608+5.77% | Add |
 UNION PAC CORPUNP |
| 0.72% | 0.79% | $1.5M | 5,415 | $1.4M | 5,894 | -479-8.13% | Reduce |
| SSPDR GOLD TRGLD |
| 0.69% | 0.89% | $1.4M | 3,783 | $1.6M | 3,713 | +70+1.89% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.58% | 0.59% | $1.2M | 4,059 | $1.1M | 3,102 | +957+30.85% | Add |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.57% | 0.59% | $1.2M | 13,964 | $1.1M | 14,514 | -550-3.79% | Reduce |
 BERKLEY W R CORPWRB |
| 0.55% | 0.59% | $1.1M | 15,993 | $1.1M | 15,993 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.54% | 0.41% | $1.1M | 1,024 | $743,883 | 1,050 | -26-2.48% | Reduce |
 ALPHABET INCGOOGL |
| 0.53% | 0.49% | $1.1M | 3,002 | $881,180 | 3,064 | -62-2.02% | Reduce |
 AMGEN INC COMAMGN |
| 0.52% | 0.58% | $1.1M | 2,933 | $1.0M | 2,946 | -13-0.44% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 0.49% | 0.5% | $986,644 | 17,503 | $908,247 | 19,549 | -2,046-10.47% | Reduce |
 SMUCKER J M COSJM |
| 0.47% | 0.56% | $964,469 | 8,573 | $1.0M | 10,458 | -1,885-18.02% | Reduce |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.47% | 0.37% | $962,641 | 10,865 | $674,397 | 8,855 | +2,010+22.70% | Add |
 SERVICENOW INCNOW |
| 0.47% | 0.4% | $955,570 | 9,625 | $721,918 | 6,905 | +2,720+39.39% | Add |
 PHILLIPS 66PSX |
| 0.47% | 0.53% | $949,522 | 5,617 | $961,930 | 5,280 | +337+6.38% | Add |
