 MICROSOFT CORPMSFT |
| 5.34% | 5.85% | $3.16B | 6.5M | $3.42B | 6.6M | -61,701-0.94% | Reduce |
 APPLE INCAAPL |
| 4.85% | 4.66% | $2.87B | 10.6M | $2.72B | 10.7M | -134,231-1.25% | Reduce |
 AMAZON COM INCAMZN |
| 3.88% | 3.97% | $2.30B | 9.9M | $2.32B | 10.6M | -626,024-5.92% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.82% | 3.89% | $2.26B | 12.1M | $2.27B | 12.2M | -85,498-0.70% | Reduce |
 ALPHABET INCGOOGL |
| 3.41% | 2.75% | $2.02B | 6.4M | $1.60B | 6.6M | -157,414-2.38% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.72% | 1.72% | $1.02B | 3.2M | $1.01B | 3.2M | -36,942-1.16% | Reduce |
 BROADCOM INCAVGO |
| 1.63% | 1.42% | $965.9M | 2.8M | $832.0M | 2.5M | +268,980+10.67% | Add |
 META PLATFORMS INCMETA |
| 1.62% | 1.71% | $960.1M | 1.5M | $1.00B | 1.4M | +91,140+6.68% | Add |
 VISA INCV |
| 1.62% | 1.61% | $956.6M | 2.7M | $943.3M | 2.8M | -35,701-1.29% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.31% | $942.7M | 3.0M | $763.4M | 3.1M | -130,173-4.15% | Reduce |
 ELI LILLY & COLLY |
| 1.38% | 0.72% | $819.2M | 762,246 | $422.2M | 553,367 | +208,879+37.75% | Add |
 ASTRAZENECA PLCAZN |
| 1.26% | 1.07% | $743.0M | 8.1M | $625.6M | 8.2M | -72,331-0.89% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.15% | 1.05% | $682.9M | 4.4M | $614.8M | 4.4M | -11,325-0.26% | Reduce |
| VVANGUARD MIDVO |
| 1.07% | 0.93% | $634.2M | 2.2M | $543.4M | 1.9M | +335,091+18.11% | Add |
 BLACKSTONE INCBX |
| 1.04% | 1.19% | $617.2M | 4.0M | $694.3M | 4.1M | -59,715-1.47% | Reduce |
 RTX CORPORATIONRTX |
| 1.04% | 1.2% | $613.8M | 3.3M | $699.0M | 4.2M | -830,236-19.88% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.02% | 0.98% | $605.1M | 7.5M | $572.6M | 7.6M | -47,944-0.63% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1% | 0.86% | $590.4M | 941,501 | $503.8M | 822,690 | +118,811+14.44% | Add |
| IISHARES RUSSELLIWF |
| 0.95% | 0.76% | $563.6M | 1.2M | $441.3M | 942,196 | +248,499+26.37% | Add |
 ABBOTT LABORATORIESABT |
| 0.83% | 0.92% | $492.7M | 3.9M | $537.9M | 4.0M | -83,810-2.09% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.82% | 0.79% | $483.1M | 4.0M | $458.7M | 4.1M | -54,171-1.33% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.79% | 0.69% | $467.6M | 806,898 | $405.0M | 834,965 | -28,067-3.36% | Reduce |
| BBARCLAYS BANK PLCATMP |
| 0.79% | 0.79% | $465.9M | 16.2M | $458.8M | 15.9M | +258,631+1.62% | Add |
 DANAHER CORP DEL COMDHR |
| 0.79% | 0.69% | $465.7M | 2.0M | $402.4M | 2.0M | +4,614+0.23% | Add |
 S&P GLOBAL INCSPGI |
| 0.78% | 0.75% | $463.7M | 887,275 | $440.7M | 905,469 | -18,194-2.01% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.78% | 0.78% | $459.9M | 2.2M | $454.7M | 2.3M | -74,169-3.20% | Reduce |
 CME GROUP INCCME |
| 0.77% | 0.79% | $457.3M | 1.7M | $459.8M | 1.7M | -27,260-1.60% | Reduce |
 TJX COS INC NEWTJX |
| 0.77% | 0.74% | $454.5M | 3.0M | $432.3M | 3.0M | -32,464-1.09% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.74% | 0.26% | $439.3M | 644,146 | $151.2M | 227,011 | +417,135+183.75% | Add |
| IISHARES TRSGOV |
| 0.7% | 0.31% | $415.8M | 4.1M | $181.9M | 1.8M | +2.3M+129.31% | Add |
 UNION PAC CORPUNP |
| 0.69% | 0.73% | $409.4M | 1.8M | $424.4M | 1.8M | -25,734-1.43% | Reduce |
 ASML HLDG NVASML |
| 0.67% | 0.62% | $399.2M | 373,119 | $359.3M | 371,092 | +2,027+0.55% | Add |
 LINDE PLCLIN |
| 0.65% | 0.66% | $384.5M | 901,838 | $384.3M | 808,967 | +92,871+11.48% | Add |
 AMPHENOL CORPAPH |
| 0.65% | 0.61% | $382.7M | 2.8M | $358.4M | 2.9M | -64,569-2.23% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.64% | 0.69% | $380.4M | 2.3M | $400.4M | 2.4M | -27,862-1.17% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.64% | 0.58% | $379.0M | 4.9M | $339.0M | 5.0M | -93,853-1.86% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.61% | 0.79% | $363.5M | 1.6M | $459.9M | 2.1M | -496,960-23.72% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.61% | 0.55% | $360.4M | 1.4M | $322.8M | 1.3M | +127,698+10.06% | Add |
 Jack Henry & Associates, IncJKHY |
| 0.58% | 0.48% | $344.4M | 1.9M | $281.1M | 1.9M | -36-0.00% | Reduce |
 MCDONALDS CORPMCD |
| 0.58% | 0.59% | $340.6M | 1.1M | $342.8M | 1.1M | -13,478-1.19% | Reduce |
| QQUALCOMM INCQCOM |
| 0.57% | 0.77% | $336.7M | 2.0M | $448.7M | 2.7M | -729,065-27.03% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.57% | 0.53% | $335.3M | 2.6M | $307.4M | 2.7M | -57,405-2.14% | Reduce |
| VVANGUARD FTSEVEA |
| 0.56% | 0.48% | $331.7M | 5.3M | $281.5M | 4.7M | +611,848+13.03% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.6% | $315.4M | 955,375 | $352.5M | 1.0M | -65,547-6.42% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.51% | 0.49% | $303.2M | 3.1M | $285.8M | 3.0M | +189,000+6.38% | Add |
 INTUITINTU |
| 0.51% | 0.06% | $303.1M | 457,562 | $34.3M | 50,187 | +407,375+811.71% | Add |
 STRYKER CORPORATIONSYK |
| 0.51% | 0.56% | $300.1M | 853,873 | $326.4M | 882,835 | -28,962-3.28% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.5% | 0.52% | $296.3M | 518,980 | $303.5M | 533,583 | -14,603-2.74% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.5% | 0.6% | $296.0M | 1.2M | $349.4M | 1.2M | -39,867-3.35% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.5% | 0.52% | $295.8M | 475,138 | $303.8M | 481,937 | -6,799-1.41% | Reduce |
