 MICROSOFT CORPMSFT |
| 6.03% | 5.6% | $369.6M | 982,883 | $311.1M | 985,139 | -2,256-0.23% | Reduce |
 APPLE INCAAPL |
| 6.01% | 5.93% | $368.4M | 1.9M | $329.3M | 1.9M | -9,866-0.51% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.31% | 3.38% | $202.7M | 1.4M | $187.8M | 1.4M | +13,925+0.98% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.42% | 2.62% | $148.6M | 416,781 | $145.4M | 415,037 | +1,744+0.42% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.35% | 2.42% | $144.1M | 337,961 | $134.6M | 340,021 | -2,060-0.61% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.29% | 2.32% | $140.3M | 957,745 | $128.9M | 883,405 | +74,340+8.42% | Add |
 JPMORGAN CHASE & COJPM |
| 2.28% | 2.14% | $139.7M | 821,117 | $118.7M | 818,690 | +2,427+0.30% | Add |
 LOWES COS INC COMLOW |
| 2.1% | 2.19% | $128.6M | 577,975 | $121.5M | 584,484 | -6,509-1.11% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.96% | 1.9% | $120.5M | 1.1M | $105.3M | 1.1M | +7,231+0.67% | Add |
 AMAZON COM INCAMZN |
| 1.84% | 1.65% | $112.9M | 743,243 | $91.9M | 722,672 | +20,571+2.85% | Add |
 TJX COS INC NEWTJX |
| 1.82% | 1.86% | $111.5M | 1.2M | $103.4M | 1.2M | +25,696+2.21% | Add |
 PEPSICO INCPEP |
| 1.82% | 1.97% | $111.5M | 656,526 | $109.5M | 646,082 | +10,444+1.62% | Add |
 AMGEN INC COMAMGN |
| 1.8% | 1.85% | $110.4M | 383,241 | $102.6M | 381,690 | +1,551+0.41% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.78% | 1.71% | $109.3M | 165,627 | $95.2M | 168,437 | -2,810-1.67% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.72% | 1.67% | $105.5M | 241,627 | $92.8M | 236,270 | +5,357+2.27% | Add |
 ACCENTURE PLC IRELANDACN |
| 1.59% | 1.54% | $97.4M | 277,465 | $85.5M | 278,253 | -788-0.28% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.51% | 1.55% | $92.3M | 173,885 | $86.2M | 170,344 | +3,541+2.08% | Add |
 LINDE PLCLIN |
| 1.49% | 1.49% | $91.3M | 222,205 | $82.7M | 222,025 | +180+0.08% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.42% | 1.49% | $86.9M | 165,132 | $82.9M | 164,353 | +779+0.47% | Add |
 DEERE & CODE |
| 1.35% | 1.4% | $82.7M | 206,751 | $77.7M | 205,792 | +959+0.47% | Add |
| IISHARES TRIEFA |
| 1.27% | 1.24% | $77.7M | 1.1M | $69.1M | 1.1M | +31,089+2.90% | Add |
 ANALOG DEVICES INC COMADI |
| 1.26% | 1.22% | $77.5M | 390,064 | $67.8M | 387,217 | +2,847+0.74% | Add |
 INTUITINTU |
| 1.25% | 1.07% | $76.6M | 122,497 | $59.5M | 116,447 | +6,050+5.20% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.21% | 1.31% | $74.2M | 473,519 | $72.6M | 466,381 | +7,138+1.53% | Add |
| BBOOZ ALLEN HAMILTON HLDG CORBAH |
| 1.15% | 1.08% | $70.6M | 551,678 | $59.9M | 548,056 | +3,622+0.66% | Add |
 CHEVRON CORPORATIONCVX |
| 1.1% | 0.84% | $67.7M | 454,010 | $46.5M | 275,840 | +178,170+64.59% | Add |
 FEDEX CORPFDX |
| 1.09% | 1.2% | $66.6M | 263,343 | $66.9M | 252,561 | +10,782+4.27% | Add |
 ALPHABET INCGOOGL |
| 1.05% | 1.1% | $64.5M | 462,007 | $61.0M | 466,181 | -4,174-0.90% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 1.05% | 0.9% | $64.5M | 298,569 | $50.1M | 304,396 | -5,827-1.91% | Reduce |
 SALESFORCE INCCRM |
| 1.03% | 0.86% | $63.2M | 240,163 | $47.5M | 234,149 | +6,014+2.57% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.98% | 1.04% | $60.0M | 775,645 | $57.7M | 767,787 | +7,858+1.02% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.97% | 0.97% | $59.7M | 614,957 | $53.8M | 609,532 | +5,425+0.89% | Add |
 ILLINOIS TOOLITW |
| 0.95% | 0.94% | $58.1M | 221,714 | $52.1M | 226,032 | -4,318-1.91% | Reduce |
 ZOETIS INC CL AZTS |
| 0.93% | 0.85% | $56.7M | 287,343 | $47.2M | 271,271 | +16,072+5.92% | Add |
 S&P GLOBAL INCSPGI |
| 0.9% | 0.81% | $55.3M | 125,530 | $45.1M | 123,519 | +2,011+1.63% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.88% | 1% | $54.2M | 891,966 | $55.7M | 972,694 | -80,728-8.30% | Reduce |
 CDW CORPCDW |
| 0.88% | 0.85% | $53.8M | 236,459 | $47.2M | 234,144 | +2,315+0.99% | Add |
 CHUBB LIMITEDCB |
| 0.86% | 0.85% | $52.7M | 233,061 | $47.3M | 227,088 | +5,973+2.63% | Add |
| QQUALCOMM INCQCOM |
| 0.86% | 0.77% | $52.7M | 364,159 | $42.8M | 385,576 | -21,417-5.55% | Reduce |
 DISNEY WALT CODIS |
| 0.85% | 0.9% | $51.9M | 575,364 | $50.1M | 618,528 | -43,164-6.98% | Reduce |
 WASTE MGMT INC DELWM |
| 0.83% | 0.79% | $51.2M | 285,819 | $44.0M | 288,427 | -2,608-0.90% | Reduce |
| LLABCORP HOLDINGS INCLH |
| 0.83% | 0.79% | $50.6M | 222,687 | $43.9M | 218,312 | +4,375+2.00% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.79% | 0.85% | $48.7M | 599,619 | $47.1M | 619,873 | -20,254-3.27% | Reduce |
 MCDONALDS CORPMCD |
| 0.79% | 0.77% | $48.4M | 163,065 | $42.9M | 162,688 | +377+0.23% | Add |
 NIKE INCNKE |
| 0.73% | 0.63% | $45.0M | 414,325 | $34.9M | 364,853 | +49,472+13.56% | Add |
 CULLEN FROST BANKERS INCCFR |
| 0.66% | 0.62% | $40.3M | 371,769 | $34.2M | 375,243 | -3,474-0.93% | Reduce |
 META PLATFORMS INCMETA |
| 0.65% | 0.57% | $39.9M | 112,623 | $31.4M | 104,618 | +8,005+7.65% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.63% | 0.6% | $38.6M | 148,612 | $33.1M | 149,610 | -998-0.67% | Reduce |
 UNION PAC CORPUNP |
| 0.61% | 0.56% | $37.1M | 151,247 | $31.1M | 152,834 | -1,587-1.04% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.59% | 0.58% | $36.3M | 152,865 | $32.4M | 152,462 | +403+0.26% | Add |
