 CATERPILLAR INCCAT |
| 6.37% | 4.64% | $1.28B | 1.2M | $840.3M | 1.2M | +11,760+0.99% | Add |
 APPLE INCAAPL |
| 5.17% | 4.98% | $1.03B | 3.6M | $901.9M | 3.6M | +22,137+0.62% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 5.12% | 4.99% | $1.03B | 1.0M | $903.1M | 1.1M | -53,870-5.05% | Reduce |
 MICROSOFT CORPMSFT |
| 4.84% | 5.13% | $968.5M | 2.6M | $928.2M | 2.5M | +88,704+3.54% | Add |
 JPMORGAN CHASE & COJPM |
| 4.71% | 4.67% | $943.5M | 2.9M | $845.1M | 2.9M | +9,240+0.32% | Add |
 AMERICAN EXPRESS COAXP |
| 4.07% | 4.39% | $814.3M | 2.4M | $795.5M | 2.6M | -222,538-8.46% | Reduce |
 AMGEN INC COMAMGN |
| 3.68% | 3.6% | $736.5M | 2.0M | $651.9M | 1.9M | +181,043+9.77% | Add |
 TJX COS INC NEWTJX |
| 3.64% | 4.11% | $728.5M | 4.8M | $743.7M | 4.7M | +151,786+3.26% | Add |
 CME GROUP INCCME |
| 3.55% | 3.73% | $711.7M | 3.2M | $675.9M | 2.3M | +934,355+40.83% | Add |
 CHEVRON CORPORATIONCVX |
| 3.55% | 4.42% | $711.3M | 4.3M | $799.8M | 3.9M | +425,442+11.01% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 3.27% | 3.55% | $654.4M | 2.3M | $642.3M | 2.6M | -322,963-12.19% | Reduce |
 VISA INCV |
| 3.15% | 3.91% | $630.0M | 1.8M | $708.3M | 2.3M | -507,282-21.65% | Reduce |
 MERCK & CO INCMRK |
| 3.02% | 3% | $605.1M | 4.7M | $543.3M | 4.5M | +191,869+4.25% | Add |
 WALMART INCWMT |
| 2.99% | 3.54% | $598.4M | 5.3M | $640.6M | 5.2M | +128,461+2.49% | Add |
 RTX CORPORATIONRTX |
| 2.98% | 4.91% | $596.8M | 3.1M | $888.9M | 4.6M | -1.5M-31.73% | Reduce |
 HOME DEPOT INCHD |
| 2.9% | 3.98% | $580.7M | 1.6M | $720.0M | 2.2M | -542,690-24.79% | Reduce |
 MCDONALDS CORPMCD |
| 2.59% | 3.68% | $519.5M | 1.9M | $665.5M | 2.1M | -219,270-10.24% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.47% | 0.56% | $495.3M | 2.5M | $101.3M | 581,100 | +1.9M+325.97% | Add |
 COCA COLA COKO |
| 2.42% | 2.01% | $485.2M | 6.0M | $364.2M | 4.8M | +1.2M+24.68% | Add |
| SSPDR SERIES TRUSTBIL |
| 2.28% | 2.02% | $456.0M | 5.0M | $364.9M | 4.0M | +993,850+24.96% | Add |
 FEDEX CORPFDX |
| 2.15% | 2.1% | $430.8M | 1.4M | $380.6M | 1.1M | +307,259+28.76% | Add |
 MARATHON PETE CORPMPC |
| 2.02% | 2.21% | $403.4M | 1.6M | $400.8M | 1.6M | -63,345-3.86% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 1.99% | 2.76% | $398.6M | 2.6M | $499.2M | 2.5M | +110,504+4.49% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 1.87% | 1.42% | $374.3M | 1.2M | $257.8M | 898,374 | +291,395+32.44% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.81% | 1.98% | $362.7M | 2.9M | $358.9M | 2.7M | +124,852+4.56% | Add |
| AAMPLIFY ETF TRSOFR |
| 1.77% | 1.81% | $353.7M | 3.5M | $327.3M | 3.3M | +264,033+8.08% | Add |
 FREEPORT MCMORAN INCFCX |
| 1.67% | <0.01% | $334.7M | 5.3M | $267,592 | 4,552 | +5.3M+116,823.33% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 1.58% | — | $317.2M | 4.2M | $0 | 0 | +4.2M | New Buy |
 VERIZON COMMUNICATIONS INCVZ |
| 0.87% | 1.05% | $173.4M | 4.1M | $190.3M | 3.8M | +304,427+8.03% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.54% | 0.39% | $108.6M | 147,542 | $70.5M | 122,186 | +25,356+20.75% | Add |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.51% | — | $102.9M | 681,734 | $0 | 0 | +681,734 | New Buy |
 ALPHABET INCGOOGL |
| 0.51% | 0.39% | $102.8M | 287,769 | $70.6M | 245,570 | +42,199+17.18% | Add |
| FFASTENAL CO COMFAST |
| 0.41% | 0.44% | $82.1M | 1.7M | $79.3M | 1.7M | -117-0.01% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.36% | 0.23% | $72.7M | 152,155 | $42.4M | 125,558 | +26,597+21.18% | Add |
 AMAZON COM INCAMZN |
| 0.3% | 0.27% | $61.0M | 255,991 | $49.7M | 238,800 | +17,191+7.20% | Add |
 BROADCOM INCAVGO |
| 0.26% | 0.2% | $51.5M | 136,286 | $36.1M | 116,726 | +19,560+16.76% | Add |
 ELI LILLY & COLLY |
| 0.24% | 0.16% | $47.7M | 39,748 | $28.3M | 30,812 | +8,936+29.00% | Add |
 TESLA INCTSLA |
| 0.24% | 0.19% | $47.7M | 113,345 | $34.4M | 92,652 | +20,693+22.33% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.24% | 0.22% | $47.5M | 63,571 | $40.2M | 61,867 | +1,704+2.75% | Add |
 BANK MONTREAL MEDIUM COMBMO |
| 0.23% | 0.18% | $45.6M | 257,802 | $31.7M | 234,353 | +23,449+10.01% | Add |
 ASML HLDG NVASML |
| 0.23% | 0.12% | $45.2M | 22,708 | $21.2M | 16,052 | +6,656+41.47% | Add |
 META PLATFORMS INCMETA |
| 0.22% | 0.25% | $43.3M | 76,940 | $45.7M | 79,960 | -3,020-3.78% | Reduce |
| MMITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADSMUFG |
| 0.2% | 0.16% | $41.0M | 2.1M | $28.8M | 1.7M | +360,611+21.23% | Add |
 ASTRAZENECA PLCAZN |
| 0.2% | 0.15% | $41.0M | 215,993 | $26.3M | 133,597 | +82,396+61.68% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.2% | 0.1% | $39.3M | 67,587 | $18.6M | 91,404 | -23,817-26.06% | Reduce |
 SUMITOMO MITSUI FIN GRP INC SPONSORED ADRSMFG |
| 0.2% | 0.14% | $39.1M | 1.7M | $25.8M | 1.3M | +354,207+27.13% | Add |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 0.19% | 0.15% | $38.8M | 1.5M | $26.6M | 1.0M | +449,183+43.02% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.18% | 0.09% | $35.9M | 31,122 | $16.8M | 49,752 | -18,630-37.45% | Reduce |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 0.18% | 0.13% | $35.9M | 581,209 | $23.7M | 405,797 | +175,412+43.23% | Add |
 CAMECO CORPCCJ |
| 0.17% | 0.16% | $33.4M | 327,987 | $29.4M | 270,531 | +57,456+21.24% | Add |
