 APPLE INCAAPL |
| 7.53% | 7.06% | $33.6M | 116,104 | $27.7M | 109,187 | +6,917+6.34% | Add |
 MICROSOFT CORPMSFT |
| 5.81% | 6.58% | $25.9M | 69,498 | $25.8M | 69,747 | -249-0.36% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.54% | 3.57% | $15.8M | 48,314 | $14.0M | 47,581 | +733+1.54% | Add |
 ELI LILLY & COLLY |
| 3.48% | 3.04% | $15.6M | 12,972 | $11.9M | 12,963 | +9+0.07% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.16% | 3.04% | $14.1M | 70,423 | $11.9M | 68,344 | +2,079+3.04% | Add |
| AAlphabet Inc Class CGOOG |
| 2.76% | 2.58% | $12.3M | 34,927 | $10.1M | 35,355 | -428-1.21% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.41% | 3.4% | $10.8M | 78,755 | $13.4M | 78,716 | +39+0.05% | Add |
 CATERPILLAR INCCAT |
| 2.36% | 1.71% | $10.5M | 9,907 | $6.7M | 9,483 | +424+4.47% | Add |
 ABBVIE INCABBV |
| 1.73% | 1.71% | $7.7M | 30,747 | $6.7M | 30,817 | -70-0.23% | Reduce |
 AMAZON COM INCAMZN |
| 1.68% | 1.63% | $7.5M | 31,386 | $6.4M | 30,623 | +763+2.49% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.52% | 1.61% | $6.8M | 24,174 | $6.3M | 26,124 | -1,950-7.46% | Reduce |
 ALPHABET INCGOOGL |
| 1.52% | 1.21% | $6.8M | 18,966 | $4.8M | 16,540 | +2,426+14.67% | Add |
 CORNING INCGLW |
| 1.46% | 1.02% | $6.5M | 25,603 | $4.0M | 29,376 | -3,773-12.84% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 1.35% | 0.95% | $6.0M | 59,164 | $3.7M | 58,120 | +1,044+1.80% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.26% | 1.18% | $5.6M | 7,550 | $4.6M | 7,129 | +421+5.91% | Add |
 PALO ALTOPANW |
| 1.14% | 0.76% | $5.1M | 14,923 | $3.0M | 18,603 | -3,680-19.78% | Reduce |
 ILLUMINA INCILMN |
| 1.12% | 0.9% | $5.0M | 28,531 | $3.5M | 28,618 | -87-0.30% | Reduce |
 GE AEROSPACEGE |
| 1.06% | 0.91% | $4.7M | 12,628 | $3.6M | 12,542 | +86+0.69% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.03% | 1.12% | $4.6M | 9,225 | $4.4M | 9,155 | +70+0.76% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.98% | 1.06% | $4.4M | 17,288 | $4.2M | 17,090 | +198+1.16% | Add |
 UNION PAC CORPUNP |
| 0.98% | 1.08% | $4.4M | 16,088 | $4.2M | 17,388 | -1,300-7.48% | Reduce |
 VISA INCV |
| 0.95% | 0.96% | $4.3M | 12,418 | $3.8M | 12,429 | -11-0.09% | Reduce |
 WALMART INCWMT |
| 0.94% | 1.14% | $4.2M | 36,995 | $4.5M | 35,957 | +1,038+2.89% | Add |
| CCITIGROUP INCC |
| 0.91% | 0.89% | $4.1M | 29,073 | $3.5M | 30,873 | -1,800-5.83% | Reduce |
 BROADCOM INCAVGO |
| 0.91% | 0.75% | $4.1M | 10,738 | $2.9M | 9,471 | +1,267+13.38% | Add |
 PERSONALIS INCPSNL |
| 0.88% | 0.47% | $3.9M | 292,489 | $1.9M | 292,489 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.85% | 0.61% | $3.8M | 3,214 | $2.4M | 2,734 | +480+17.56% | Add |
 BLACKSTONE INCBX |
| 0.84% | 0.97% | $3.7M | 31,741 | $3.8M | 33,146 | -1,405-4.24% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.83% | 0.55% | $3.7M | 7,737 | $2.1M | 6,350 | +1,387+21.84% | Add |
| IINVESCO QQQ TRVOO |
| 0.75% | 0.64% | $3.3M | 4,529 | $2.5M | 4,329 | +200+4.62% | Add |
 APPLIED MATLS INCAMAT |
| 0.7% | 0.36% | $3.1M | 4,350 | $1.4M | 4,150 | +200+4.82% | Add |
 CISCO SYS INCCSCO |
| 0.66% | 0.49% | $2.9M | 24,924 | $1.9M | 24,924 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.65% | 0.71% | $2.9M | 22,666 | $2.8M | 23,266 | -600-2.58% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 0.64% | 0.77% | $2.8M | 88,724 | $3.0M | 89,624 | -900-1.00% | Reduce |
 NEWMONT CORPNEM |
| 0.63% | 0.87% | $2.8M | 30,300 | $3.4M | 31,400 | -1,100-3.50% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.59% | 0.78% | $2.6M | 28,846 | $3.1M | 29,746 | -900-3.03% | Reduce |
 DISNEY WALT CODIS |
| 0.58% | 0.68% | $2.6M | 26,902 | $2.7M | 27,657 | -755-2.73% | Reduce |
 FLOWERS FOODS INCFLO |
| 0.57% | 0.67% | $2.5M | 321,131 | $2.6M | 321,078 | +53+0.02% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.54% | 0.71% | $2.4M | 9,633 | $2.8M | 10,010 | -377-3.77% | Reduce |
 CITIZENS FINL GROUP INCCFG |
| 0.53% | 0.52% | $2.4M | 34,000 | $2.0M | 34,000 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 0.53% | 0.7% | $2.4M | 3,152 | $2.8M | 3,186 | -34-1.07% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.6% | $2.4M | 16,115 | $2.3M | 16,230 | -115-0.71% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.53% | 0.63% | $2.4M | 5,800 | $2.5M | 5,800 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.53% | 0.54% | $2.4M | 6,691 | $2.1M | 6,455 | +236+3.66% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.51% | 0.62% | $2.3M | 39,424 | $2.4M | 40,174 | -750-1.87% | Reduce |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.5% | 0.55% | $2.2M | 18,989 | $2.1M | 19,220 | -231-1.20% | Reduce |
 GENERAC HLDGS INCGNRC |
| 0.49% | 0.36% | $2.2M | 7,404 | $1.4M | 7,305 | +99+1.36% | Add |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.69% | $2.2M | 13,002 | $2.7M | 13,139 | -137-1.04% | Reduce |
 WASTE MGMT INC DELWM |
| 0.47% | 0.55% | $2.1M | 9,435 | $2.2M | 9,442 | -7-0.07% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.46% | — | $2.0M | 9,221 | $0 | 0 | +9,221 | New Buy |
