 BROADCOM INCAVGO |
| 7.33% | 8.32% | $20.6M | 54,427 | $17.3M | 55,752 | -1,325-2.38% | Reduce |
 QUANTA SVCS INCPWR |
| 6.4% | 6.94% | $18.0M | 24,950 | $14.4M | 26,227 | -1,277-4.87% | Reduce |
 ALPHABET INCGOOGL |
| 6.03% | 6.64% | $16.9M | 47,312 | $13.8M | 47,945 | -633-1.32% | Reduce |
 CATERPILLAR INCCAT |
| 5.34% | 4.92% | $15.0M | 14,074 | $10.2M | 14,420 | -346-2.40% | Reduce |
 AMPHENOL CORPAPH |
| 4.7% | 4.56% | $13.2M | 74,728 | $9.5M | 74,892 | -164-0.22% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 4.67% | 3.22% | $13.1M | 17,169 | $6.7M | 17,111 | +58+0.34% | Add |
 APPLE INCAAPL |
| 4.47% | 5.35% | $12.5M | 43,367 | $11.1M | 43,715 | -348-0.80% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 3.46% | 3.89% | $9.7M | 9,596 | $8.1M | 9,551 | +45+0.47% | Add |
 EATON CORP PLCETN |
| 3.4% | 3.83% | $9.5M | 22,397 | $8.0M | 22,235 | +162+0.73% | Add |
 LINDE PLCLIN |
| 3.22% | 4.15% | $9.0M | 17,434 | $8.6M | 17,378 | +56+0.32% | Add |
 AMERICAN EXPRESS COAXP |
| 3.2% | 3.87% | $9.0M | 26,535 | $8.0M | 26,551 | -16-0.06% | Reduce |
 AMAZON COM INCAMZN |
| 3.17% | 3.74% | $8.9M | 37,340 | $7.8M | 37,277 | +63+0.17% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.74% | 2.83% | $7.7M | 27,352 | $5.9M | 24,238 | +3,114+12.85% | Add |
 ARAMARKARMK |
| 2.49% | — | $7.0M | 122,970 | $0 | 0 | +122,970 | New Buy |
 HUBBELL INCHUBB |
| 2.46% | 3.08% | $6.9M | 13,202 | $6.4M | 13,012 | +190+1.46% | Add |
| CCBRE GROUP INC CL ACBRE |
| 2.41% | 3.25% | $6.8M | 50,235 | $6.8M | 49,831 | +404+0.81% | Add |
 HOME DEPOT INCHD |
| 2.4% | 3% | $6.7M | 19,095 | $6.2M | 18,911 | +184+0.97% | Add |
 WALMART INCWMT |
| 2.36% | 3.49% | $6.6M | 58,484 | $7.2M | 58,275 | +209+0.36% | Add |
| PPINNACLE FINL PARTNERS INCPNFP |
| 2.21% | 2.52% | $6.2M | 61,435 | $5.2M | 60,757 | +678+1.12% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.15% | 2.87% | $6.0M | 12,047 | $5.9M | 12,095 | -48-0.40% | Reduce |
 CURTISS WRIGHT CORPCW |
| 2.07% | — | $5.8M | 7,652 | $0 | 0 | +7,652 | New Buy |
 FIRST HORIZON CORPORATIONFHN |
| 2.04% | — | $5.7M | 223,490 | $0 | 0 | +223,490 | New Buy |
 L3HARRIS TECHNOLOGIES INCLHX |
| 2% | 3.12% | $5.6M | 19,355 | $6.5M | 18,740 | +615+3.28% | Add |
 QUEST DIAGNOSTICS INCDGX |
| 1.95% | — | $5.5M | 25,810 | $0 | 0 | +25,810 | New Buy |
 CHEVRON CORPORATIONCVX |
| 1.93% | 0.18% | $5.4M | 32,688 | $376,144 | 1,818 | +30,870+1,698.02% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.9% | 0.21% | $5.3M | 26,612 | $437,221 | 2,507 | +24,105+961.51% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.9% | — | $5.3M | 61,400 | $0 | 0 | +61,400 | New Buy |
 CONOCOPHILLIPSCOP |
| 1.87% | 0.23% | $5.2M | 50,441 | $481,272 | 3,646 | +46,795+1,283.46% | Add |
| CCRH PLCCRH |
| 1.84% | — | $5.2M | 48,355 | $0 | 0 | +48,355 | New Buy |
 STRYKER CORPORATIONSYK |
| 1.75% | 2.47% | $4.9M | 15,622 | $5.1M | 15,602 | +20+0.13% | Add |
 SLB LIMITEDSLB |
| 1.74% | 0.17% | $4.9M | 104,861 | $350,788 | 6,826 | +98,035+1,436.20% | Add |
 PROCTER & GAMBLE COPG |
| 0.56% | 0.75% | $1.6M | 10,643 | $1.6M | 10,766 | -123-1.14% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.51% | 0.88% | $1.4M | 10,479 | $1.8M | 10,740 | -261-2.43% | Reduce |
 MICROSOFT CORPMSFT |
| 0.39% | 0.45% | $1.1M | 2,933 | $936,530 | 2,530 | +403+15.93% | Add |
 CISCO SYS INCCSCO |
| 0.29% | 0.27% | $807,655 | 6,876 | $556,786 | 7,176 | -300-4.18% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.28% | 0.17% | $782,782 | 2,586 | $350,377 | 2,586 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 0.25% | 0.21% | $702,157 | 1,780 | $426,396 | 1,790 | -10-0.56% | Reduce |
 ELI LILLY & COLLY |
| 0.23% | 0.24% | $652,490 | 544 | $492,997 | 536 | +8+1.49% | Add |
| CCORE SCIENTIFIC INC NEWCORZ |
| 0.19% | 0.32% | $537,390 | 21,000 | $665,735 | 44,501 | -23,501-52.81% | Reduce |
 TESLA INCTSLA |
| 0.17% | 0.2% | $481,587 | 1,145 | $413,758 | 1,113 | +32+2.88% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.15% | 0.2% | $422,830 | 845 | $404,924 | 845 | 00.00% | Unchanged |
 COLGATE PALMOLIVE COCL |
| 0.12% | 0.16% | $348,384 | 3,800 | $323,874 | 3,800 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.12% | 0.15% | $346,218 | 2,557 | $319,121 | 2,055 | +502+24.43% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.12% | 0.17% | $344,340 | 2,066 | $358,348 | 2,066 | 00.00% | Unchanged |
 NATIONAL HEALTHCARE CORPNHC |
| 0.11% | 0.11% | $295,904 | 1,400 | $223,580 | 1,400 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.1% | 0.13% | $290,342 | 887 | $260,920 | 887 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.1% | 0.14% | $280,641 | 300 | $298,929 | 300 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.1% | 0.13% | $268,436 | 2,089 | $277,990 | 2,311 | -222-9.61% | Reduce |
 REGIONS FINANCIAL CORP NEW COMRF |
| 0.09% | 0.1% | $241,600 | 8,000 | $208,960 | 8,000 | 00.00% | Unchanged |
 MOODYS CORPMCO |
| 0.09% | 0.11% | $239,142 | 528 | $230,340 | 528 | 00.00% | Unchanged |
