 GE VERNOVA INCGEV |
| 6.35% | 5.56% | $20.4M | 17,389 | $15.2M | 17,407 | -18-0.10% | Reduce |
| IISHARES TRIGM |
| 6.27% | 5.34% | $20.2M | 123,235 | $14.6M | 123,235 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.81% | 4.51% | $15.5M | 43,299 | $12.3M | 42,849 | +450+1.05% | Add |
 CATERPILLAR INCCAT |
| 4.42% | 3.46% | $14.2M | 13,349 | $9.5M | 13,354 | -5-0.04% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.04% | 4.14% | $13.0M | 64,881 | $11.3M | 64,964 | -83-0.13% | Reduce |
 APPLE INCAAPL |
| 3.82% | 3.86% | $12.3M | 42,476 | $10.6M | 41,592 | +884+2.13% | Add |
| VVANGUARD INDEX FDSVUG |
| 3.42% | 3.4% | $11.0M | 127,650 | $9.3M | 21,275 | +106,375+500.00% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 3.29% | 3.36% | $10.6M | 28,640 | $9.2M | 28,640 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 3.27% | 2.93% | $10.5M | 28,154 | $8.0M | 28,254 | -100-0.35% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 3.1% | $10.2M | 42,705 | $8.5M | 40,755 | +1,950+4.78% | Add |
| IISHARES RUSSELLIWF |
| 2.47% | 2.49% | $7.9M | 64,000 | $6.8M | 16,000 | +48,000+300.00% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 2.33% | 1.91% | $7.5M | 39,300 | $5.2M | 39,300 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 2.31% | 2.49% | $7.4M | 7,598 | $6.8M | 7,603 | -5-0.07% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.28% | 2.41% | $7.3M | 22,388 | $6.6M | 22,401 | -13-0.06% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.16% | 2.12% | $7.0M | 79,150 | $5.8M | 15,790 | +63,360+401.27% | Add |
 DEERE & CODE |
| 2.1% | 2.14% | $6.8M | 10,662 | $5.8M | 10,382 | +280+2.70% | Add |
 BROADCOM INCAVGO |
| 1.84% | 1.79% | $5.9M | 15,700 | $4.9M | 15,775 | -75-0.48% | Reduce |
 WABTECWAB |
| 1.83% | 2.01% | $5.9M | 21,885 | $5.5M | 21,985 | -100-0.45% | Reduce |
 MICROSOFT CORPMSFT |
| 1.66% | 1.85% | $5.3M | 14,314 | $5.1M | 13,699 | +615+4.49% | Add |
 AMERICAN EXPRESS COAXP |
| 1.61% | 1.69% | $5.2M | 15,336 | $4.6M | 15,285 | +51+0.33% | Add |
 VALERO ENERGY CORP COMVLO |
| 1.46% | 1.63% | $4.7M | 18,085 | $4.5M | 18,085 | 00.00% | Unchanged |
 NORTHWESTERN ENERGY GROUP INNWE |
| 1.25% | 1.36% | $4.0M | 56,055 | $3.7M | 56,255 | -200-0.36% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.22% | 1.39% | $3.9M | 7,634 | $3.8M | 7,594 | +40+0.53% | Add |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 1.21% | 1.25% | $3.9M | 26,603 | $3.4M | 26,603 | 00.00% | Unchanged |
 OSHKOSH CORPOSK |
| 1.19% | 1.34% | $3.8M | 25,035 | $3.7M | 24,885 | +150+0.60% | Add |
 STATE STR CORP COMSTT |
| 1.18% | 1.04% | $3.8M | 22,450 | $2.8M | 22,500 | -50-0.22% | Reduce |
 EVERGY INC COMEVRG |
| 1.14% | 1.27% | $3.7M | 42,450 | $3.5M | 42,450 | 00.00% | Unchanged |
 COCA COLA COKO |
| 1% | 1.1% | $3.2M | 39,753 | $3.0M | 39,708 | +45+0.11% | Add |
 EMERSON ELEC COEMR |
| 1% | 1.08% | $3.2M | 22,540 | $3.0M | 22,565 | -25-0.11% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1% | 1.02% | $3.2M | 4,300 | $2.8M | 4,280 | +20+0.47% | Add |
| VVANGUARD INDEX FDSVV |
| 1% | 0.92% | $3.2M | 9,322 | $2.5M | 8,461 | +861+10.18% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.93% | 1.06% | $3.0M | 25,400 | $2.9M | 26,600 | -1,200-4.51% | Reduce |
 EOG RES INCEOG |
| 0.89% | 1.17% | $2.9M | 22,145 | $3.2M | 22,145 | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 0.84% | 0.82% | $2.7M | 8,970 | $2.2M | 9,030 | -60-0.66% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.83% | 1.12% | $2.7M | 41,667 | $3.1M | 42,853 | -1,186-2.77% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.79% | 0.18% | $2.5M | 47,500 | $484,000 | 9,800 | +37,700+384.69% | Add |
 DANAHER CORP DEL COMDHR |
| 0.77% | 0.94% | $2.5M | 13,052 | $2.6M | 13,527 | -475-3.51% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.71% | 0.66% | $2.3M | 3,110 | $1.8M | 3,135 | -25-0.80% | Reduce |
 PEPSICO INCPEP |
| 0.63% | 0.85% | $2.0M | 14,922 | $2.3M | 14,922 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.56% | 0.56% | $1.8M | 31,700 | $1.5M | 31,700 | 00.00% | Unchanged |
 VANECK ETF TRUSTSMH |
| 0.52% | 0.36% | $1.7M | 2,555 | $980,000 | 2,555 | 00.00% | Unchanged |
| IISHARES TRPFF |
| 0.51% | 0.6% | $1.6M | 53,850 | $1.6M | 53,850 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.49% | 0.34% | $1.6M | 15,725 | $920,000 | 8,800 | +6,925+78.69% | Add |
 NETFLIX INCNFLX |
| 0.44% | 0.56% | $1.4M | 19,810 | $1.5M | 15,910 | +3,900+24.51% | Add |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.37% | $1.4M | 3,971 | $1.0M | 3,491 | +480+13.75% | Add |
 MCCORMICK & CO INC COM NON VTGMKC |
| 0.42% | 0.53% | $1.4M | 26,871 | $1.4M | 28,671 | -1,800-6.28% | Reduce |
 NUVEEN MUNICIPAL VALUENUV |
| 0.42% | 0.48% | $1.3M | 145,000 | $1.3M | 145,000 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.41% | 0.51% | $1.3M | 1,399 | $1.4M | 1,404 | -5-0.36% | Reduce |
| AAT&T INCT |
| 0.41% | 0.69% | $1.3M | 63,042 | $1.9M | 65,144 | -2,102-3.23% | Reduce |
| IISHARES DOW JONES U.S. ETFIYY |
| 0.39% | 0.4% | $1.3M | 6,900 | $1.1M | 6,900 | 00.00% | Unchanged |
