 NVIDIA CORPORATIONNVDA |
| 12.58% | 13.66% | $109.6M | 547,557 | $96.3M | 552,184 | -4,627-0.84% | Reduce |
 LAM RESEARCH CORPLRCX |
| 7.98% | 4.98% | $69.6M | 160,505 | $35.1M | 164,243 | -3,738-2.28% | Reduce |
 ELI LILLY & COLLY |
| 7.69% | 7.25% | $67.0M | 55,847 | $51.1M | 55,566 | +281+0.51% | Add |
 CORNING INCGLW |
| 7.45% | 4.99% | $64.9M | 254,244 | $35.2M | 258,884 | -4,640-1.79% | Reduce |
 ALPHABET INCGOOGL |
| 7.3% | 7.24% | $63.6M | 177,868 | $51.0M | 177,469 | +399+0.22% | Add |
 APPLE INCAAPL |
| 6.17% | 6.68% | $53.8M | 185,779 | $47.1M | 185,627 | +152+0.08% | Add |
 MORGAN STANLEYMS |
| 4.75% | 4.62% | $41.4M | 197,896 | $32.6M | 197,873 | +23+0.01% | Add |
 JPMORGAN CHASE & COJPM |
| 4.16% | 4.61% | $36.2M | 110,715 | $32.5M | 110,541 | +174+0.16% | Add |
 AMAZON COM INCAMZN |
| 3.53% | 3.8% | $30.7M | 128,857 | $26.8M | 128,731 | +126+0.10% | Add |
 CISCO SYS INCCSCO |
| 2.56% | 2.08% | $22.3M | 190,035 | $14.7M | 189,375 | +660+0.35% | Add |
 VISA INCV |
| 2.46% | 2.68% | $21.4M | 62,485 | $18.9M | 62,560 | -75-0.12% | Reduce |
 ABBVIE INCABBV |
| 2.32% | 2.48% | $20.2M | 80,375 | $17.5M | 80,333 | +42+0.05% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.18% | 2.65% | $19.0M | 37,917 | $18.7M | 38,035 | -118-0.31% | Reduce |
 DEERE & CODE |
| 2.02% | 2.21% | $17.6M | 27,764 | $15.6M | 27,704 | +60+0.22% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.97% | 2.34% | $17.2M | 67,642 | $16.5M | 67,642 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 1.81% | 1.91% | $15.8M | 277,005 | $13.5M | 276,613 | +392+0.14% | Add |
 MICROSOFT CORPMSFT |
| 1.76% | 2.16% | $15.4M | 41,199 | $15.3M | 41,232 | -33-0.08% | Reduce |
 CATERPILLAR INCCAT |
| 1.45% | 1.18% | $12.6M | 11,856 | $8.3M | 11,734 | +122+1.04% | Add |
 GE AEROSPACEGE |
| 1.36% | 1.27% | $11.8M | 31,607 | $9.0M | 31,607 | 00.00% | Unchanged |
 3M CO COMMMM |
| 1.27% | 1.43% | $11.1M | 68,565 | $10.1M | 69,589 | -1,024-1.47% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.14% | 1.49% | $9.9M | 171,715 | $10.5M | 173,277 | -1,562-0.90% | Reduce |
 GE VERNOVA INCGEV |
| 1.07% | 0.98% | $9.4M | 7,961 | $6.9M | 7,936 | +25+0.32% | Add |
| CCHARLES RIV LABS INTL INCCRL |
| 0.97% | 0.91% | $8.5M | 37,286 | $6.4M | 37,286 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.92% | 0.43% | $8.0M | 18,489 | $3.0M | 18,282 | +207+1.13% | Add |
 CLEAN HARBORS INCCLH |
| 0.82% | 0.98% | $7.1M | 23,908 | $6.9M | 24,125 | -217-0.90% | Reduce |
 AXON ENTERPRISEAXON |
| 0.8% | 0.75% | $6.9M | 12,393 | $5.3M | 12,423 | -30-0.24% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.75% | 0.8% | $6.5M | 23,144 | $5.6M | 23,156 | -12-0.05% | Reduce |
 EOG RES INCEOG |
| 0.7% | 0.96% | $6.1M | 46,946 | $6.8M | 46,851 | +95+0.20% | Add |
 EXXON MOBIL CORPXOM |
| 0.69% | 1.07% | $6.0M | 44,250 | $7.5M | 44,295 | -45-0.10% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.69% | 1% | $6.0M | 66,474 | $7.0M | 68,619 | -2,145-3.13% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.67% | 0.81% | $5.8M | 16,975 | $5.7M | 17,746 | -771-4.34% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.67% | 0.81% | $5.8M | 39,646 | $5.7M | 39,380 | +266+0.68% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.66% | 0.87% | $5.7M | 43,604 | $6.1M | 44,994 | -1,390-3.09% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.61% | 0.76% | $5.4M | 28,105 | $5.3M | 28,180 | -75-0.27% | Reduce |
 COCA COLA COKO |
| 0.55% | 0.63% | $4.8M | 58,535 | $4.5M | 58,566 | -31-0.05% | Reduce |
 MEDTRONIC PLCMDT |
| 0.53% | 0.73% | $4.6M | 59,348 | $5.1M | 59,416 | -68-0.11% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.45% | 0.5% | $3.9M | 7,810 | $3.5M | 7,855 | -45-0.57% | Reduce |
 MERCK & CO INCMRK |
| 0.42% | 0.49% | $3.7M | 28,670 | $3.4M | 28,670 | 00.00% | Unchanged |
 CARRIER GLOBALCARR |
| 0.41% | 0.39% | $3.6M | 49,146 | $2.7M | 48,461 | +685+1.41% | Add |
 CHEVRON CORPORATIONCVX |
| 0.41% | 0.63% | $3.6M | 21,554 | $4.4M | 21,489 | +65+0.30% | Add |
 MODERNA INCMRNA |
| 0.37% | 0.32% | $3.2M | 45,535 | $2.3M | 44,335 | +1,200+2.71% | Add |
 TEXAS INSTRS INCTXN |
| 0.35% | 0.28% | $3.0M | 10,160 | $2.0M | 10,160 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.31% | 0.33% | $2.7M | 3,582 | $2.3M | 3,582 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.29% | 0.29% | $2.5M | 6,634 | $2.0M | 6,521 | +113+1.73% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 0.26% | 0.41% | $2.2M | 14,356 | $2.9M | 14,386 | -30-0.21% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.25% | 0.33% | $2.1M | 7,105 | $2.4M | 7,105 | 00.00% | Unchanged |
 SYSCO CORP COMSYY |
| 0.21% | 0.22% | $1.8M | 21,624 | $1.5M | 21,624 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 0.18% | 0.16% | $1.6M | 4,746 | $1.2M | 4,600 | +146+3.17% | Add |
 HERSHEY CO COMHSY |
| 0.16% | 0.24% | $1.4M | 8,000 | $1.7M | 8,000 | 00.00% | Unchanged |
 GENERAL DYNAMICS CORPGD |
| 0.12% | 0.15% | $1.1M | 3,000 | $1.0M | 3,000 | 00.00% | Unchanged |
