 AMAZON COM INCAMZN |
| 12.04% | 12.31% | $11.2M | 47,130 | $9.4M | 44,967 | +2,163+4.81% | Add |
 MICROSOFT CORPMSFT |
| 8.86% | 10.11% | $8.3M | 22,238 | $7.7M | 20,864 | +1,374+6.59% | Add |
| AAlphabet Inc Class CGOOG |
| 6.99% | 8.37% | $6.5M | 18,450 | $6.4M | 22,200 | -3,750-16.89% | Reduce |
 TEXAS INSTRS INCTXN |
| 5.75% | 4.59% | $5.4M | 18,000 | $3.5M | 18,000 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 5.52% | 4.93% | $5.1M | 10,025 | $3.7M | 7,500 | +2,525+33.67% | Add |
 ALPHABET INCGOOGL |
| 5.21% | 4.3% | $4.9M | 13,589 | $3.3M | 11,382 | +2,207+19.39% | Add |
| MMEDLINE INC COM CL AMDLN |
| 4.01% | 1.11% | $3.7M | 94,900 | $844,521 | 18,978 | +75,922+400.05% | Add |
 WASTE MGMT INC DELWM |
| 3.8% | 4.8% | $3.5M | 15,900 | $3.7M | 15,900 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 3.3% | 4.66% | $3.1M | 11,400 | $3.5M | 11,400 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 3.02% | 3.06% | $2.8M | 14,084 | $2.3M | 13,356 | +728+5.45% | Add |
 MSCI INCMSCI |
| 2.9% | 3.42% | $2.7M | 4,825 | $2.6M | 4,825 | 00.00% | Unchanged |
 VISA INCV |
| 2.76% | 2.27% | $2.6M | 7,514 | $1.7M | 5,722 | +1,792+31.32% | Add |
 ABBVIE INCABBV |
| 2.47% | 2.46% | $2.3M | 9,150 | $1.9M | 8,597 | +553+6.43% | Add |
 WELLS FARGO CO NEWWFC |
| 2.47% | 2.13% | $2.3M | 27,848 | $1.6M | 20,369 | +7,479+36.72% | Add |
 BROADCOM INCAVGO |
| 2.41% | 1.81% | $2.2M | 5,953 | $1.4M | 4,458 | +1,495+33.54% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.33% | — | $2.2M | 3,749 | $0 | 0 | +3,749 | New Buy |
 PHILIP MORRIS INTL INCPM |
| 2.33% | 2.39% | $2.2M | 12,021 | $1.8M | 10,971 | +1,050+9.57% | Add |
 APPLE INCAAPL |
| 2.3% | 2.44% | $2.1M | 7,404 | $1.9M | 7,326 | +78+1.06% | Add |
 EATON CORP PLCETN |
| 2.28% | 2.42% | $2.1M | 4,996 | $1.8M | 5,154 | -158-3.07% | Reduce |
 META PLATFORMS INCMETA |
| 2.17% | 2.49% | $2.0M | 3,601 | $1.9M | 3,305 | +296+8.96% | Add |
 OWENS CORNING NEW COMOC |
| 2.04% | 1.7% | $1.9M | 11,963 | $1.3M | 11,963 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.01% | 2.14% | $1.9M | 3,928 | $1.6M | 4,807 | -879-18.29% | Reduce |
 ZOETIS INC CL AZTS |
| 1.73% | 3.5% | $1.6M | 22,500 | $2.7M | 22,500 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.71% | 1.99% | $1.6M | 17,314 | $1.5M | 16,369 | +945+5.77% | Add |
 LINDE PLCLIN |
| 1.63% | 1.51% | $1.5M | 2,926 | $1.2M | 2,322 | +604+26.01% | Add |
 STRYKER CORPORATIONSYK |
| 1.39% | 1.64% | $1.3M | 4,125 | $1.2M | 3,791 | +334+8.81% | Add |
 SALESFORCE INCCRM |
| 1.08% | 1.45% | $1.0M | 6,435 | $1.1M | 5,906 | +529+8.96% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.08% | 0.86% | $1.0M | 2,423 | $655,640 | 2,423 | 00.00% | Unchanged |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.84% | 0.96% | $781,520 | 10,048 | $732,745 | 7,860 | +2,188+27.84% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.73% | 1.24% | $681,045 | 15,957 | $944,639 | 15,054 | +903+6.00% | Add |
 ELI LILLY & COLLY |
| 0.69% | — | $647,692 | 540 | $0 | 0 | +540 | New Buy |
 PALO ALTOPANW |
| 0.48% | — | $451,169 | 1,323 | $0 | 0 | +1,323 | New Buy |
| SSPDR GOLD TRGLD |
| 0.34% | — | $316,266 | 862 | $0 | 0 | +862 | New Buy |
| VVANGUARD WORLD FDVGT |
| 0.33% | 0.3% | $309,796 | 2,592 | $226,061 | 324 | +2,268+700.00% | Add |
 UBS GROUP AGUBS |
| 0.31% | 0.29% | $285,955 | 5,758 | $220,202 | 5,758 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.3% | — | $275,830 | 1,881 | $0 | 0 | +1,881 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.23% | — | $216,563 | 290 | $0 | 0 | +290 | New Buy |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 0.14% | — | $127,811 | 10,650 | $0 | 0 | +10,650 | New Buy |
