 APPLE INCAAPL |
| 23.58% | 24% | $54.4M | 187,937 | $49.4M | 194,761 | -6,824-3.50% | Reduce |
 CISCO SYS INCCSCO |
| 14.29% | 10.56% | $32.9M | 280,497 | $21.8M | 280,370 | +127+0.05% | Add |
 MICROSOFT CORPMSFT |
| 5.97% | 7.08% | $13.8M | 36,932 | $14.6M | 39,362 | -2,430-6.17% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 4.31% | 2.49% | $9.9M | 13,034 | $5.1M | 13,125 | -91-0.69% | Reduce |
 GE AEROSPACEGE |
| 3.42% | 2.89% | $7.9M | 21,128 | $5.9M | 20,963 | +165+0.79% | Add |
 ALPHABET INCGOOGL |
| 3.37% | 2.96% | $7.8M | 21,751 | $6.1M | 21,227 | +524+2.47% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.34% | 3.23% | $7.7M | 38,525 | $6.6M | 38,107 | +418+1.10% | Add |
 VISA INCV |
| 3.1% | 3.13% | $7.1M | 20,828 | $6.5M | 21,355 | -527-2.47% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.57% | 2.64% | $5.9M | 18,072 | $5.4M | 18,457 | -385-2.09% | Reduce |
 ELI LILLY & COLLY |
| 2.48% | 2.09% | $5.7M | 4,767 | $4.3M | 4,670 | +97+2.08% | Add |
 AMAZON COM INCAMZN |
| 2.32% | 2.28% | $5.4M | 22,460 | $4.7M | 22,508 | -48-0.21% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.26% | 2.67% | $5.2M | 5,567 | $5.5M | 5,519 | +48+0.87% | Add |
 TJX COS INC NEWTJX |
| 2.05% | 2.52% | $4.7M | 31,195 | $5.2M | 32,460 | -1,265-3.90% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.54% | 1.71% | $3.6M | 6,923 | $3.5M | 7,064 | -141-2.00% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 1.54% | 1.54% | $3.5M | 9,553 | $3.2M | 9,714 | -161-1.66% | Reduce |
 ABBVIE INCABBV |
| 1.53% | 1.42% | $3.5M | 14,062 | $2.9M | 13,406 | +656+4.89% | Add |
 HOME DEPOT INCHD |
| 1.44% | 1.58% | $3.3M | 9,421 | $3.3M | 9,923 | -502-5.06% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.43% | 1.36% | $3.3M | 3,255 | $2.8M | 3,300 | -45-1.36% | Reduce |
 META PLATFORMS INCMETA |
| 1.34% | 1.54% | $3.1M | 5,495 | $3.2M | 5,544 | -49-0.88% | Reduce |
| DDYCOM INDS INCDY |
| 1.28% | — | $3.0M | 5,853 | $0 | 0 | +5,853 | New Buy |
 STRYKER CORPORATIONSYK |
| 1.08% | 1.38% | $2.5M | 7,920 | $2.8M | 8,668 | -748-8.63% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.07% | 1.04% | $2.5M | 7,277 | $2.2M | 7,112 | +165+2.32% | Add |
 FORTINET INCFTNT |
| 1.05% | 0.63% | $2.4M | 15,717 | $1.3M | 15,907 | -190-1.19% | Reduce |
 CORNING INCGLW |
| 0.97% | — | $2.2M | 8,781 | $0 | 0 | +8,781 | New Buy |
| MMASTEC INCMTZ |
| 0.93% | — | $2.1M | 5,129 | $0 | 0 | +5,129 | New Buy |
 NORFOLK SOUTHN CORP COMNSC |
| 0.86% | 0.92% | $2.0M | 6,311 | $1.9M | 6,636 | -325-4.90% | Reduce |
 LOWES COS INC COMLOW |
| 0.71% | 0.93% | $1.6M | 7,403 | $1.9M | 8,095 | -692-8.55% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.69% | 1.05% | $1.6M | 11,707 | $2.2M | 12,690 | -983-7.75% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.68% | 0.84% | $1.6M | 7,315 | $1.7M | 7,864 | -549-6.98% | Reduce |
 CHUBB LIMITEDCB |
| 0.66% | 0.69% | $1.5M | 4,440 | $1.4M | 4,355 | +85+1.95% | Add |
 TESLA INCTSLA |
| 0.64% | 0.64% | $1.5M | 3,536 | $1.3M | 3,566 | -30-0.84% | Reduce |
 COCA COLA COKO |
| 0.59% | 0.66% | $1.3M | 16,602 | $1.4M | 17,958 | -1,356-7.55% | Reduce |
 MCDONALDS CORPMCD |
| 0.58% | 0.99% | $1.3M | 4,905 | $2.0M | 6,579 | -1,674-25.44% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.52% | 0.82% | $1.2M | 14,644 | $1.7M | 21,313 | -6,669-31.29% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.46% | 0.76% | $1.1M | 2,100 | $1.6M | 2,307 | -207-8.97% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.41% | 0.47% | $947,817 | 1,894 | $967,505 | 2,019 | -125-6.19% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.38% | 0.41% | $870,600 | 6,364 | $841,140 | 6,417 | -53-0.83% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.38% | 0.38% | $867,050 | 4,003 | $782,186 | 4,003 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.34% | $853,337 | 2,415 | $692,787 | 2,415 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.36% | 0.47% | $821,106 | 9,049 | $973,722 | 9,484 | -435-4.59% | Reduce |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 0.34% | 0.38% | $789,345 | 4,085 | $773,846 | 4,686 | -601-12.83% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.34% | 0.47% | $782,705 | 3,495 | $962,464 | 4,737 | -1,242-26.22% | Reduce |
| AALLOGENE THERAPEUTICS INC COMALLO |
| 0.25% | 0.34% | $585,566 | 281,522 | $705,702 | 289,222 | -7,700-2.66% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.21% | 0.3% | $481,127 | 8,350 | $612,626 | 10,101 | -1,751-17.33% | Reduce |
 MORGAN STANLEYMS |
| 0.21% | 0.18% | $478,702 | 2,290 | $376,865 | 2,290 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.2% | — | $470,256 | 8,253 | $0 | 0 | +8,253 | New Buy |
 DUKE ENERGY CORP NEWDUK |
| 0.2% | 0.23% | $458,761 | 3,624 | $475,050 | 3,628 | -4-0.11% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.19% | 0.18% | $442,906 | 1,575 | $373,281 | 1,540 | +35+2.27% | Add |
 CHEVRON CORPORATIONCVX |
| 0.19% | 0.31% | $429,318 | 2,590 | $644,700 | 3,116 | -526-16.88% | Reduce |
 DISNEY WALT CODIS |
| 0.17% | 0.22% | $398,991 | 4,145 | $450,612 | 4,675 | -530-11.34% | Reduce |
