| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.41% | 5.73% | $34.4M | 52,953 | $35.1M | 51,542 | +1,411+2.74% | Add |
 APPLE INCAAPL |
| 4.33% | 4.43% | $27.6M | 108,703 | $27.1M | 99,850 | +8,853+8.87% | Add |
 CENTRAL SECS CORPCET |
| 3.91% | 3.93% | $24.9M | 488,983 | $24.1M | 471,897 | +17,086+3.62% | Add |
 MICROSOFT CORPMSFT |
| 3.34% | 4.17% | $21.3M | 57,493 | $25.5M | 52,828 | +4,665+8.83% | Add |
 JPMORGAN CHASE & COJPM |
| 2.85% | 3.53% | $18.1M | 61,613 | $21.6M | 67,171 | -5,558-8.27% | Reduce |
 ALPHABET INCGOOGL |
| 2.44% | 2.8% | $15.5M | 54,015 | $17.2M | 54,952 | -937-1.71% | Reduce |
| SSELECT SECTOR SPDR TRXLRE |
| 2.35% | 1.68% | $15.0M | 366,692 | $10.3M | 254,603 | +112,089+44.03% | Add |
 MCDONALDS CORPMCD |
| 1.97% | 2.02% | $12.5M | 40,279 | $12.4M | 40,482 | -203-0.50% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.86% | 1.89% | $11.8M | 48,458 | $11.6M | 56,076 | -7,618-13.59% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.64% | 1.5% | $10.5M | 49,013 | $9.2M | 53,861 | -4,848-9.00% | Reduce |
 NEWMONT CORPNEM |
| 1.62% | 1.77% | $10.3M | 95,484 | $10.8M | 108,526 | -13,042-12.02% | Reduce |
 CISCO SYS INCCSCO |
| 1.58% | 1.95% | $10.1M | 129,850 | $11.9M | 154,904 | -25,054-16.17% | Reduce |
 FARMERS NATIONAL BANC CORPFMNB |
| 1.5% | 1.16% | $9.5M | 724,473 | $7.1M | 535,493 | +188,980+35.29% | Add |
 PEPSICO INCPEP |
| 1.46% | 1.39% | $9.3M | 59,852 | $8.5M | 59,537 | +315+0.53% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.43% | 1.07% | $9.1M | 98,098 | $6.5M | 81,493 | +16,605+20.38% | Add |
 SOUTHERN COSO |
| 1.35% | 0.98% | $8.6M | 88,802 | $6.0M | 69,078 | +19,724+28.55% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.29% | 0.2% | $8.2M | 17,088 | $1.2M | 2,442 | +14,646+599.75% | Add |
 CHENIERE ENERGY INCLNG |
| 1.27% | 0.9% | $8.1M | 28,399 | $5.5M | 28,517 | -118-0.41% | Reduce |
 HONEYWELL INTL INCHON |
| 1.25% | 1.19% | $7.9M | 35,157 | $7.3M | 37,367 | -2,210-5.91% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.15% | 0.9% | $7.3M | 145,754 | $5.5M | 136,074 | +9,680+7.11% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.14% | 1.31% | $7.3M | 44,057 | $8.0M | 50,009 | -5,952-11.90% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 1.14% | 1.01% | $7.2M | 123,006 | $6.2M | 122,416 | +590+0.48% | Add |
| CCITIGROUP INCC |
| 1.12% | 1.26% | $7.2M | 63,090 | $7.7M | 66,197 | -3,107-4.69% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.11% | 1.38% | $7.1M | 29,199 | $8.4M | 28,469 | +730+2.56% | Add |
| AAT&T INCT |
| 1.11% | 0.99% | $7.0M | 243,152 | $6.0M | 243,225 | -73-0.03% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.09% | 1.61% | $6.9M | 47,384 | $9.9M | 55,559 | -8,175-14.71% | Reduce |
 CME GROUP INCCME |
| 1.06% | 1.25% | $6.8M | 22,905 | $7.7M | 28,114 | -5,209-18.53% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.03% | 1.46% | $6.6M | 60,290 | $9.0M | 75,097 | -14,807-19.72% | Reduce |
 AMAZON COM INCAMZN |
| 1% | 1.12% | $6.4M | 30,587 | $6.8M | 29,623 | +964+3.25% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1% | 1.08% | $6.3M | 10,488 | $6.6M | 13,727 | -3,239-23.60% | Reduce |
 3M CO COMMMM |
| 0.99% | 1.13% | $6.3M | 43,529 | $6.9M | 43,323 | +206+0.48% | Add |
 UNION PAC CORPUNP |
| 0.98% | 0.96% | $6.3M | 25,819 | $5.9M | 25,323 | +496+1.96% | Add |
 BIOGEN INCBIIB |
| 0.97% | 0.95% | $6.2M | 33,610 | $5.8M | 33,185 | +425+1.28% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.97% | 1.06% | $6.2M | 183,668 | $6.5M | 235,733 | -52,065-22.09% | Reduce |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 0.96% | 0.07% | $6.1M | 47,815 | $405,342 | 2,960 | +44,855+1,515.37% | Add |
 VISA INCV |
| 0.95% | 1.12% | $6.1M | 20,034 | $6.9M | 19,652 | +382+1.94% | Add |
 CHUBB LIMITEDCB |
| 0.95% | 0.92% | $6.0M | 18,542 | $5.7M | 18,157 | +385+2.12% | Add |
 NUCOR CORPNUE |
| 0.95% | 0.94% | $6.0M | 35,610 | $5.8M | 35,350 | +260+0.74% | Add |
 CVS HEALTH CORPCVS |
| 0.93% | 0.99% | $5.9M | 82,810 | $6.1M | 76,621 | +6,189+8.08% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.92% | 0.23% | $5.9M | 33,564 | $1.4M | 7,413 | +26,151+352.77% | Add |
 KROGER CO COMKR |
| 0.91% | 0.09% | $5.8M | 79,703 | $572,317 | 9,160 | +70,543+770.12% | Add |
 META PLATFORMS INCMETA |
| 0.9% | 0.79% | $5.7M | 10,030 | $4.9M | 7,367 | +2,663+36.15% | Add |
 SLB LIMITEDSLB |
| 0.9% | 0.69% | $5.7M | 111,381 | $4.2M | 110,331 | +1,050+0.95% | Add |
 WALMART INCWMT |
| 0.9% | 0.84% | $5.7M | 46,005 | $5.1M | 46,042 | -37-0.08% | Reduce |
 MEDTRONIC PLCMDT |
| 0.89% | 1.01% | $5.7M | 65,356 | $6.2M | 64,728 | +628+0.97% | Add |
 WEYERHAEUSER COWY |
| 0.87% | 0.59% | $5.6M | 227,815 | $3.6M | 153,851 | +73,964+48.08% | Add |
 COPART INC COMCPRT |
| 0.86% | — | $5.5M | 164,275 | $0 | 0 | +164,275 | New Buy |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.81% | 0.62% | $5.2M | 44,877 | $3.8M | 43,778 | +1,099+2.51% | Add |
 EXXON MOBIL CORPXOM |
| 0.8% | 0.61% | $5.1M | 29,865 | $3.7M | 30,953 | -1,088-3.52% | Reduce |
| SSOLVENTUM CORP COM SHSSOLV |
| 0.79% | 1% | $5.1M | 77,439 | $6.1M | 77,444 | -5-0.01% | Reduce |
