 NVIDIA CORPORATIONNVDA |
| 8.79% | 8.37% | $56.0M | 279,677 | $48.8M | 280,090 | -413-0.15% | Reduce |
 ALPHABET INCGOOGL |
| 5.45% | 4.79% | $34.7M | 97,159 | $28.0M | 97,235 | -76-0.08% | Reduce |
 MICROSOFT CORPMSFT |
| 5.02% | 5.31% | $32.0M | 85,671 | $31.0M | 83,662 | +2,009+2.40% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.61% | 2.75% | $16.6M | 65,545 | $16.0M | 65,551 | -6-0.01% | Reduce |
 AMERICAN EXPRESS COAXP |
| 2.51% | 2.45% | $16.0M | 47,260 | $14.3M | 47,217 | +43+0.09% | Add |
 RTX CORPORATIONRTX |
| 2.43% | 2.59% | $15.5M | 81,493 | $15.1M | 78,254 | +3,239+4.14% | Add |
 PHILIP MORRIS INTL INCPM |
| 2.41% | 2.41% | $15.4M | 84,858 | $14.1M | 85,000 | -142-0.17% | Reduce |
 LINDE PLCLIN |
| 2.37% | 2.47% | $15.1M | 29,051 | $14.4M | 29,117 | -66-0.23% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.13% | 1.9% | $13.6M | 38,486 | $11.1M | 38,641 | -155-0.40% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.98% | 1.42% | $12.6M | 42,261 | $8.3M | 42,647 | -386-0.91% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.89% | 1.94% | $12.0M | 23,382 | $11.3M | 22,662 | +720+3.18% | Add |
 APPLE INCAAPL |
| 1.76% | 1.49% | $11.2M | 38,837 | $8.7M | 34,196 | +4,641+13.57% | Add |
 COCA COLA COKO |
| 1.76% | 1.8% | $11.2M | 137,909 | $10.5M | 137,805 | +104+0.08% | Add |
 EXXON MOBIL CORPXOM |
| 1.69% | 2.33% | $10.8M | 78,887 | $13.6M | 80,274 | -1,387-1.73% | Reduce |
 MERCK & CO INCMRK |
| 1.66% | 1.7% | $10.6M | 82,126 | $9.9M | 82,367 | -241-0.29% | Reduce |
 AMAZON COM INCAMZN |
| 1.61% | 1.41% | $10.3M | 43,125 | $8.2M | 39,539 | +3,586+9.07% | Add |
 ABBVIE INCABBV |
| 1.61% | 1.51% | $10.3M | 40,786 | $8.8M | 40,371 | +415+1.03% | Add |
 PROCTER & GAMBLE COPG |
| 1.54% | 1.68% | $9.8M | 66,967 | $9.8M | 67,811 | -844-1.24% | Reduce |
 PEPSICO INCPEP |
| 1.48% | 1.89% | $9.5M | 69,832 | $11.0M | 71,055 | -1,223-1.72% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.46% | 1.83% | $9.3M | 102,725 | $10.7M | 103,773 | -1,048-1.01% | Reduce |
 META PLATFORMS INCMETA |
| 1.44% | 1.62% | $9.1M | 16,242 | $9.5M | 16,534 | -292-1.77% | Reduce |
 EMERSON ELEC COEMR |
| 1.43% | 1.43% | $9.1M | 63,717 | $8.3M | 63,604 | +113+0.18% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.42% | 1.51% | $9.0M | 18,005 | $8.8M | 17,921 | +84+0.47% | Add |
 ILLINOIS TOOLITW |
| 1.41% | 1.51% | $9.0M | 33,178 | $8.8M | 33,799 | -621-1.84% | Reduce |
 MCDONALDS CORPMCD |
| 1.4% | 1.71% | $8.9M | 32,874 | $10.0M | 32,029 | +845+2.64% | Add |
 CHEVRON CORPORATIONCVX |
| 1.39% | 1.9% | $8.9M | 53,603 | $11.1M | 53,569 | +34+0.06% | Add |
 SOUTHERN COSO |
| 1.29% | 1.41% | $8.2M | 85,563 | $8.3M | 85,515 | +48+0.06% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.28% | 1.19% | $8.1M | 33,052 | $6.9M | 33,288 | -236-0.71% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.21% | 0.51% | $7.7M | 17,860 | $3.0M | 17,995 | -135-0.75% | Reduce |
 HOME DEPOT INCHD |
| 1.19% | 1.21% | $7.6M | 21,529 | $7.1M | 21,517 | +12+0.06% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.19% | 1.24% | $7.6M | 15,154 | $7.2M | 15,106 | +48+0.32% | Add |
 DANAHER CORP DEL COMDHR |
| 1.19% | 1.31% | $7.6M | 39,702 | $7.6M | 40,301 | -599-1.49% | Reduce |
 M & T BK CORPMTB |
| 1.13% | 1.07% | $7.2M | 30,130 | $6.3M | 30,234 | -104-0.34% | Reduce |
 BROADCOM INCAVGO |
| 1.12% | 0.63% | $7.1M | 18,871 | $3.7M | 11,825 | +7,046+59.59% | Add |
 ECOLAB INCECL |
| 1.08% | 1.12% | $6.9M | 24,626 | $6.5M | 24,492 | +134+0.55% | Add |
 STRYKER CORPORATIONSYK |
| 0.97% | 1.02% | $6.1M | 19,526 | $6.0M | 18,173 | +1,353+7.45% | Add |
 SYSCO CORP COMSYY |
| 0.93% | 0.88% | $5.9M | 70,956 | $5.1M | 71,658 | -702-0.98% | Reduce |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.92% | 1.03% | $5.9M | 57,291 | $6.0M | 60,837 | -3,546-5.83% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 0.88% | 0.99% | $5.6M | 44,218 | $5.8M | 44,263 | -45-0.10% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.86% | 0.88% | $5.5M | 24,577 | $5.1M | 25,262 | -685-2.71% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.84% | 0.87% | $5.3M | 15,030 | $5.1M | 14,735 | +295+2.00% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.83% | 0.61% | $5.3M | 12,785 | $3.5M | 13,077 | -292-2.23% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.79% | 0.7% | $5.0M | 44,006 | $4.1M | 45,444 | -1,438-3.16% | Reduce |
| IISHARES COREIJH |
| 0.78% | 0.73% | $5.0M | 64,577 | $4.3M | 63,176 | +1,401+2.22% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.77% | 0.71% | $4.9M | 17,349 | $4.1M | 17,032 | +317+1.86% | Add |
 PROGRESSIVE CORPPGR |
| 0.74% | 0.71% | $4.7M | 21,572 | $4.1M | 20,915 | +657+3.14% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.68% | 0.63% | $4.3M | 5,808 | $3.7M | 5,660 | +148+2.61% | Add |
 PALO ALTOPANW |
| 0.68% | 0.33% | $4.3M | 12,646 | $1.9M | 12,088 | +558+4.62% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.63% | 0.6% | $4.0M | 36,509 | $3.5M | 36,573 | -64-0.17% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.6% | 0.58% | $3.8M | 11,693 | $3.4M | 11,495 | +198+1.72% | Add |
