 BROADCOM INCAVGO |
| 4.92% | 4.27% | $14.1M | 37,453 | $11.4M | 36,848 | +605+1.64% | Add |
 TEXAS INSTRS INCTXN |
| 4.55% | 3.21% | $13.1M | 43,848 | $8.6M | 44,193 | -345-0.78% | Reduce |
 RYDER SYS INCR |
| 4.54% | 4% | $13.1M | 49,514 | $10.7M | 52,274 | -2,760-5.28% | Reduce |
 CARDINAL HEALTH INCCAH |
| 4.32% | 4.18% | $12.4M | 52,306 | $11.2M | 52,946 | -640-1.21% | Reduce |
| CCITIGROUP INCC |
| 3.59% | 3.14% | $10.3M | 73,731 | $8.4M | 74,141 | -410-0.55% | Reduce |
 SOUTHWEST AIRLS CO COMLUV |
| 3.5% | 2.47% | $10.1M | 195,485 | $6.6M | 176,080 | +19,405+11.02% | Add |
 APPLE INCAAPL |
| 3.5% | 3.29% | $10.1M | 34,733 | $8.8M | 34,613 | +120+0.35% | Add |
 ARISTA NETWORKS INCANET |
| 3.49% | 2.71% | $10.0M | 59,085 | $7.3M | 59,055 | +30+0.05% | Add |
| BBANK OF AMER CORPBAC |
| 3.48% | 3.19% | $10.0M | 175,731 | $8.5M | 175,156 | +575+0.33% | Add |
 CENCORA INCCOR |
| 3.47% | 4.16% | $10.0M | 35,262 | $11.1M | 35,392 | -130-0.37% | Reduce |
 GE AEROSPACEGE |
| 3.47% | 2.56% | $10.0M | 26,660 | $6.8M | 24,115 | +2,545+10.55% | Add |
 ONEOK INC NEWOKE |
| 3.46% | 3.9% | $10.0M | 114,517 | $10.4M | 115,507 | -990-0.86% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.36% | 3.17% | $9.7M | 48,328 | $8.5M | 48,578 | -250-0.51% | Reduce |
 SYSCO CORP COMSYY |
| 3.33% | 2.79% | $9.6M | 114,564 | $7.5M | 104,699 | +9,865+9.42% | Add |
 ABBVIE INCABBV |
| 3.33% | 3.02% | $9.6M | 38,026 | $8.1M | 37,166 | +860+2.31% | Add |
 TARGET CORP COMTGT |
| 3.31% | 3.6% | $9.5M | 72,862 | $9.6M | 79,387 | -6,525-8.22% | Reduce |
 WILLIAMS COS INCWMB |
| 3.31% | 3.63% | $9.5M | 127,793 | $9.7M | 133,238 | -5,445-4.09% | Reduce |
 TJX COS INC NEWTJX |
| 3.28% | 3.77% | $9.4M | 62,265 | $10.1M | 63,050 | -785-1.25% | Reduce |
 EATON CORP PLCETN |
| 3.25% | 2.94% | $9.3M | 21,942 | $7.9M | 21,962 | -20-0.09% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 3.13% | 4.31% | $9.0M | 34,484 | $11.5M | 46,679 | -12,195-26.13% | Reduce |
 TARGA RES CORPTRGP |
| 3.08% | 4.12% | $8.9M | 33,035 | $11.0M | 43,985 | -10,950-24.89% | Reduce |
 MICROSOFT CORPMSFT |
| 3.07% | 2.55% | $8.8M | 23,657 | $6.8M | 18,432 | +5,225+28.35% | Add |
 INVESCO LTDIVZ |
| 3.06% | 2.94% | $8.8M | 333,010 | $7.9M | 323,845 | +9,165+2.83% | Add |
| BBEST BUY INCBBY |
| 3.05% | 2.46% | $8.8M | 115,630 | $6.6M | 102,495 | +13,135+12.82% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 2.82% | 2.62% | $8.1M | 106,667 | $7.0M | 103,177 | +3,490+3.38% | Add |
 FEDEX CORPFDX |
| 2.78% | 3.75% | $8.0M | 25,515 | $10.0M | 28,125 | -2,610-9.28% | Reduce |
 KROGER CO COMKR |
| 2.59% | 3.65% | $7.4M | 134,082 | $9.8M | 134,917 | -835-0.62% | Reduce |
 BOEING COBA |
| 2.58% | 2.41% | $7.4M | 34,295 | $6.5M | 32,410 | +1,885+5.82% | Add |
 MCDONALDS CORPMCD |
| 2.56% | 3.15% | $7.3M | 27,178 | $8.4M | 27,118 | +60+0.22% | Add |
 GE VERNOVA INCGEV |
| 1.07% | 1.03% | $3.1M | 2,613 | $2.8M | 3,162 | -549-17.36% | Reduce |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.66% | — | $1.9M | 12,555 | $0 | 0 | +12,555 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.05% | 0.07% | $145,620 | 195 | $182,095 | 280 | -85-30.36% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.01% | 0.01% | $34,043 | 160 | $30,707 | 160 | 00.00% | Unchanged |
