APPLE INC AAPL
5.69% 5.72% $82.9M 286,446 $73.2M 288,442 -1,996 -0.69% Reduce NVIDIA CORPORATION NVDA
5.67% 5.64% $82.6M 412,569 $72.2M 413,824 -1,255 -0.30% Reduce BROADCOM INC AVGO
4% 3.93% $58.3M 154,321 $50.3M 162,414 -8,093 -4.98% Reduce ALPHABET INC GOOGL
3.57% 3.26% $51.9M 145,252 $41.7M 145,072 +180 +0.12% Add MICROSOFT CORP MSFT
3.48% 3.87% $50.6M 135,630 $49.4M 133,582 +2,048 +1.53% Add JPMORGAN CHASE & CO JPM
3.05% 3.15% $44.4M 135,777 $40.3M 136,861 -1,084 -0.79% Reduce AMPHENOL CORP APH
2.12% 1.7% $30.9M 175,202 $21.7M 172,108 +3,094 +1.80% Add AMAZON COM INC AMZN
1.89% 1.85% $27.5M 115,286 $23.7M 113,843 +1,443 +1.27% Add S STATE STR SPDR S&P 500 ETF T SPY
1.89% 1.81% $27.4M 36,755 $23.1M 35,594 +1,161 +3.26% Add I INVESCO QQQ TR QQQ
1.87% 1.69% $27.3M 37,009 $21.6M 37,340 -331 -0.89% Reduce VISA INC V
1.7% 1.74% $24.7M 72,132 $22.3M 73,742 -1,610 -2.18% Reduce QUANTA SVCS INC PWR
1.63% 1.53% $23.7M 32,972 $19.6M 35,615 -2,643 -7.42% Reduce KLA CORP KLAC
1.57% 0.87% $22.8M 75,665 $11.1M 7,517 +68,148 +906.59% Add COSTCO WHOLESALE CORPORATION COST
1.5% 1.84% $21.8M 23,339 $23.6M 23,664 -325 -1.37% Reduce VANECK ETF TRUST SMH
1.46% 0.97% $21.3M 32,440 $12.4M 32,269 +171 +0.53% Add A Alphabet Inc Class C GOOG
1.45% 1.38% $21.2M 59,885 $17.7M 61,697 -1,812 -2.94% Reduce ABBVIE INC ABBV
1.34% 1.3% $19.5M 77,452 $16.6M 76,399 +1,053 +1.38% Add ESSENTIAL PPTYS RLTY TR INC EPRT
1.33% 1.35% $19.4M 629,278 $17.2M 559,881 +69,397 +12.39% Add N NEXTERA ENERGY INC NEE
1.29% 1.53% $18.7M 213,247 $19.6M 211,198 +2,049 +0.97% Add TJX COS INC NEW TJX
1.25% 1.5% $18.1M 119,671 $19.1M 119,811 -140 -0.12% Reduce MASTERCARD INCORPORATED MA
1.23% 1.42% $17.9M 34,933 $18.1M 36,296 -1,363 -3.76% Reduce ELI LILLY & CO LLY
1.04% 0.87% $15.2M 12,634 $11.1M 12,057 +577 +4.79% Add SHERWIN WILLIAMS CO SHW
0.99% 1.06% $14.4M 41,827 $13.5M 42,104 -277 -0.66% Reduce STRYKER CORPORATION SYK
0.99% 1.19% $14.4M 45,651 $15.3M 46,431 -780 -1.68% Reduce JOHNSON & JOHNSON JNJ
0.98% 1.08% $14.2M 55,938 $13.8M 56,524 -586 -1.04% Reduce CISCO SYS INC CSCO
0.93% 0.7% $13.6M 115,738 $9.0M 115,969 -231 -0.20% Reduce C CITIGROUP INC C
0.9% 0.76% $13.0M 93,164 $9.7M 85,224 +7,940 +9.32% Add C COMFORT SYS USA INC FIX
0.89% 0.7% $13.0M 6,572 $9.0M 6,498 +74 +1.14% Add APPLIED MATLS INC AMAT
0.87% 0.47% $12.7M 17,551 $6.0M 17,626 -75 -0.43% Reduce HOME DEPOT INC HD
0.79% 1.05% $11.5M 32,628 $13.4M 40,647 -8,019 -19.73% Reduce ASTRAZENECA PLC AZN
0.78% 0.77% $11.4M 60,174 $9.9M 50,083 +10,091 +20.15% Add META PLATFORMS INC META
0.75% 0.85% $10.9M 19,299 $10.9M 19,037 +262 +1.38% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.73% 0.65% $10.6M 21,216 $8.4M 17,468 +3,748 +21.46% Add CORNING INC GLW
0.67% 0.42% $9.8M 38,189 $5.4M 39,864 -1,675 -4.20% Reduce WALMART INC WMT
0.65% 0.79% $9.4M 83,280 $10.2M 81,694 +1,586 +1.94% Add CATERPILLAR INC CAT
0.65% 0.49% $9.4M 8,841 $6.3M 8,857 -16 -0.18% Reduce INTERCONTINENTAL EXCHANGE INC COM ICE
0.64% 0.95% $9.3M 75,853 $12.2M 77,600 -1,747 -2.25% Reduce PROCTER & GAMBLE CO PG
0.63% 0.72% $9.1M 62,179 $9.2M 63,990 -1,811 -2.83% Reduce DANAHER CORP DEL COM DHR
0.62% 0.76% $9.1M 47,701 $9.7M 50,990 -3,289 -6.45% Reduce AUTOMATIC DATA PROCESSING IN ADP
0.62% 0.68% $9.0M 40,355 $8.8M 43,112 -2,757 -6.39% Reduce RTX CORPORATION RTX
0.62% 0.71% $9.0M 47,239 $9.1M 47,192 +47 +0.10% Add UNITEDHEALTH GROUP INC UNH
0.61% 0.44% $8.9M 21,503 $5.7M 20,962 +541 +2.58% Add I ISHARES FLOATING RATE BOND ETF FLOT
0.6% 0.69% $8.8M 172,350 $8.9M 173,959 -1,609 -0.92% Reduce ARISTA NETWORKS INC ANET
0.6% 0.46% $8.8M 51,600 $5.8M 47,420 +4,180 +8.81% Add PALO ALTO PANW
0.58% 0.31% $8.5M 24,965 $3.9M 24,470 +495 +2.02% Add DEERE & CO DE
0.58% 0.58% $8.5M 13,359 $7.4M 13,066 +293 +2.24% Add LAM RESEARCH CORP LRCX
0.55% 0.31% $8.0M 18,420 $3.9M 18,470 -50 -0.27% Reduce I Ishares Trust Ibonds Dec 2029 Term Corporate Etf IBDU
0.55% 0.48% $7.9M 343,065 $6.1M 262,865 +80,200 +30.51% Add EXXON MOBIL CORP XOM
0.54% 0.77% $7.9M 57,903 $9.8M 57,788 +115 +0.20% Add GE AEROSPACE GE
0.52% 0.35% $7.6M 20,276 $4.5M 15,774 +4,502 +28.54% Add 
