 ALPHABET INCGOOGL |
| 6.96% | 1.68% | $1.7M | 5,500 | $1.3M | 5,500 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 5.51% | 1.61% | $1.4M | 5,014 | $1.3M | 5,014 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 5.46% | 1.7% | $1.3M | 7,236 | $1.4M | 7,236 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 5.36% | 1.51% | $1.3M | 1,507 | $1.2M | 1,507 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 5.29% | 1.48% | $1.3M | 3,541 | $1.2M | 3,541 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.55% | 1.52% | $1.1M | 2,327 | $1.2M | 2,327 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 3.99% | 1.26% | $987,077 | 4,320 | $1.0M | 4,320 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 3.95% | 1.18% | $976,706 | 26,469 | $941,951 | 28,076 | -1,607-5.72% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.89% | 1.18% | $961,504 | 2,984 | $941,243 | 2,984 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 3.72% | 1.48% | $920,724 | 9,820 | $1.2M | 982 | +8,838+900.00% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.61% | 1.2% | $892,522 | 1,035 | $958,027 | 1,035 | 00.00% | Unchanged |
| RROLLINS INC COMROL |
| 3.36% | 1.02% | $831,697 | 13,857 | $813,960 | 13,857 | 00.00% | Unchanged |
 VISA INCV |
| 3.3% | 1% | $817,155 | 2,330 | $795,415 | 2,330 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 3.1% | 0.86% | $766,448 | 9,950 | $680,779 | 9,950 | 00.00% | Unchanged |
| RRELIANCE INCRS |
| 2.89% | 0.9% | $713,509 | 2,470 | $714,994 | 2,546 | -76-2.99% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.71% | 0.85% | $669,774 | 2,616 | $675,870 | 2,616 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 2.6% | 1.03% | $642,779 | 1,868 | $816,864 | 2,016 | -148-7.34% | Reduce |
| VVIKING THERAPEUTICS INCVKTX |
| 2.56% | 2.53% | $633,065 | 17,995 | $2.0M | 76,554 | -58,559-76.49% | Reduce |
 UNITED RENTALS INCURI |
| 2.52% | 0.96% | $623,176 | 770 | $765,637 | 802 | -32-3.99% | Reduce |
 DISNEY WALT CODIS |
| 2.42% | 0.8% | $599,112 | 5,266 | $634,558 | 5,542 | -276-4.98% | Reduce |
 GLOBUS MED INCGMED |
| 2.17% | 1.37% | $536,870 | 6,149 | $1.1M | 18,987 | -12,838-67.61% | Reduce |
 AMGEN INC COMAMGN |
| 2.09% | 0.61% | $517,805 | 1,582 | $481,996 | 1,708 | -126-7.38% | Reduce |
| BBOX INCBOX |
| 1.85% | 2.8% | $457,473 | 15,295 | $2.2M | 68,958 | -53,663-77.82% | Reduce |
| BBRINKS COBCO |
| 1.81% | 2.34% | $448,009 | 3,838 | $1.9M | 15,923 | -12,085-75.90% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.74% | 0.61% | $430,463 | 1,304 | $485,146 | 1,405 | -101-7.19% | Reduce |
 FORD MTR COF |
| 1.72% | 0.52% | $425,415 | 32,425 | $415,861 | 34,771 | -2,346-6.75% | Reduce |
 STARBUCKS CORPSBUX |
| 1.41% | 0.44% | $349,808 | 4,154 | $351,428 | 4,154 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.39% | 0.53% | $344,804 | 2,406 | $417,927 | 2,720 | -314-11.54% | Reduce |
 MCCORMICK & CO INC COM NON VTGMKC |
| 1.38% | 0.42% | $341,231 | 5,010 | $335,219 | 5,010 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 1.17% | 0.37% | $288,715 | 11,595 | $295,441 | 11,595 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 1.17% | 0.41% | $288,619 | 2,011 | $323,013 | 2,300 | -289-12.57% | Reduce |
 BLOCK INCXYZ |
| 1.17% | 0.44% | $288,219 | 4,428 | $353,328 | 4,889 | -461-9.43% | Reduce |
| FFACTSET RESH SYS INCFDS |
| 1.16% | 0.57% | $287,869 | 992 | $452,654 | 1,580 | -588-37.22% | Reduce |
 NIKE INCNKE |
| 1.07% | 0.4% | $265,352 | 4,165 | $314,832 | 4,515 | -350-7.75% | Reduce |
 EASTMAN CHEM COEMN |
| 0.94% | 0.29% | $231,766 | 3,631 | $228,934 | 3,631 | 00.00% | Unchanged |
