| GGENERAL DYNAMICS CORPVTI |
| 6.27% | 6.03% | $120.9M | 326,748 | $102.8M | 320,507 | +6,241+1.95% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.25% | 4.61% | $81.9M | 163,605 | $78.6M | 163,983 | -378-0.23% | Reduce |
 GE VERNOVA INCGEV |
| 3.63% | 3.14% | $69.9M | 59,538 | $53.5M | 61,249 | -1,711-2.79% | Reduce |
 BROADCOM INCAVGO |
| 3.33% | 3.13% | $64.1M | 169,801 | $53.3M | 172,365 | -2,564-1.49% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.93% | 2.57% | $56.5M | 76,710 | $43.8M | 75,837 | +873+1.15% | Add |
 ASML HLDG NVASML |
| 2.62% | 1.97% | $50.6M | 25,422 | $33.5M | 25,382 | +40+0.16% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.52% | 2.47% | $48.6M | 242,787 | $42.1M | 241,532 | +1,255+0.52% | Add |
 APPLE INCAAPL |
| 2.3% | 2.26% | $44.2M | 152,914 | $38.5M | 151,792 | +1,122+0.74% | Add |
 CATERPILLAR INCCAT |
| 2.25% | 1.72% | $43.4M | 40,795 | $29.3M | 41,290 | -495-1.20% | Reduce |
 ALPHABET INCGOOGL |
| 1.68% | 1.55% | $32.4M | 90,647 | $26.4M | 91,644 | -997-1.09% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.51% | 1.64% | $29.2M | 39 | $28.0M | 39 | 00.00% | Unchanged |
 WALMART INCWMT |
| 1.49% | 1.85% | $28.7M | 253,512 | $31.5M | 253,183 | +329+0.13% | Add |
| SSTATE STREETSPYM |
| 1.47% | 1.34% | $28.3M | 321,618 | $22.8M | 298,128 | +23,490+7.88% | Add |
 EXXON MOBIL CORPXOM |
| 1.46% | 2.03% | $28.1M | 205,639 | $34.7M | 204,237 | +1,402+0.69% | Add |
 MICROSOFT CORPMSFT |
| 1.41% | 1.57% | $27.3M | 73,059 | $26.7M | 72,205 | +854+1.18% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.41% | 1.46% | $27.1M | 27,693 | $24.8M | 27,717 | -24-0.09% | Reduce |
 AMPHENOL CORPAPH |
| 1.39% | 1.11% | $26.9M | 152,384 | $19.0M | 150,178 | +2,206+1.47% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.31% | 1.29% | $25.3M | 33,912 | $22.0M | 33,752 | +160+0.47% | Add |
| GGARMIN LTD SHSGRMN |
| 1.3% | 1.42% | $25.0M | 105,219 | $24.2M | 104,501 | +718+0.69% | Add |
 TEXAS INSTRS INCTXN |
| 1.29% | 0.95% | $24.9M | 83,685 | $16.2M | 83,198 | +487+0.59% | Add |
 VISA INCV |
| 1.22% | 1.18% | $23.4M | 68,283 | $20.1M | 66,471 | +1,812+2.73% | Add |
 MARATHON PETE CORPMPC |
| 1.21% | 1.29% | $23.3M | 91,147 | $22.0M | 90,273 | +874+0.97% | Add |
 MCKESSON CORP COMMCK |
| 1.19% | 1.54% | $23.0M | 30,383 | $26.2M | 30,273 | +110+0.36% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.16% | 1.09% | $22.5M | 22,204 | $18.5M | 21,878 | +326+1.49% | Add |
 MARRIOTT INTL INC NEWMAR |
| 1.15% | 1.14% | $22.1M | 59,636 | $19.4M | 59,451 | +185+0.31% | Add |
 S&P GLOBAL INCSPGI |
| 1.13% | 1.34% | $21.9M | 53,690 | $22.8M | 53,684 | +6+0.01% | Add |
 ALLSTATE CORPALL |
| 1.1% | 1.07% | $21.2M | 89,061 | $18.3M | 88,120 | +941+1.07% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.06% | 1.26% | $20.4M | 21,774 | $21.5M | 21,584 | +190+0.88% | Add |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 1.03% | 0.96% | $19.8M | 267,031 | $16.4M | 254,893 | +12,138+4.76% | Add |
 JPMORGAN CHASE & COJPM |
| 0.97% | 0.98% | $18.8M | 57,319 | $16.6M | 56,500 | +819+1.45% | Add |
| IINVESCO EXCHANGE TRADED FD TXLG |
| 0.97% | 0.94% | $18.7M | 305,742 | $16.0M | 292,992 | +12,750+4.35% | Add |
 ELI LILLY & COLLY |
| 0.97% | 0.82% | $18.7M | 15,564 | $14.0M | 15,252 | +312+2.05% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.96% | 0.28% | $18.5M | 38,774 | $4.8M | 14,249 | +24,525+172.12% | Add |
 STRYKER CORPORATIONSYK |
| 0.93% | 1.06% | $17.9M | 56,773 | $18.0M | 54,745 | +2,028+3.70% | Add |
 HOME DEPOT INCHD |
| 0.92% | 0.95% | $17.7M | 50,294 | $16.2M | 49,180 | +1,114+2.27% | Add |
 CINTAS CORP COMCTAS |
| 0.91% | 1% | $17.5M | 102,939 | $17.0M | 100,761 | +2,178+2.16% | Add |
 UNION PAC CORPUNP |
| 0.89% | 0.88% | $17.1M | 62,804 | $15.0M | 61,657 | +1,147+1.86% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.88% | 1.02% | $17.0M | 40,938 | $17.4M | 39,989 | +949+2.37% | Add |
 TJX COS INC NEWTJX |
| 0.88% | 1.02% | $16.9M | 111,444 | $17.4M | 109,093 | +2,351+2.16% | Add |
 EOG RES INCEOG |
| 0.87% | 1.09% | $16.7M | 128,973 | $18.5M | 127,946 | +1,027+0.80% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.86% | 0.88% | $16.6M | 48,224 | $15.1M | 46,958 | +1,266+2.70% | Add |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.75% | $15.9M | 44,982 | $12.8M | 44,739 | +243+0.54% | Add |
 MCDONALDS CORPMCD |
| 0.81% | 1.03% | $15.6M | 57,577 | $17.5M | 56,465 | +1,112+1.97% | Add |
| VVANGUARD INDEX FDSVXF |
| 0.78% | 0.73% | $15.1M | 61,166 | $12.4M | 60,454 | +712+1.18% | Add |
 META PLATFORMS INCMETA |
| 0.77% | 0.87% | $14.9M | 26,484 | $14.8M | 25,814 | +670+2.60% | Add |
 CARRIER GLOBALCARR |
| 0.77% | 0.65% | $14.8M | 201,193 | $11.1M | 196,338 | +4,855+2.47% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.74% | 0.85% | $14.3M | 85,875 | $14.4M | 83,148 | +2,727+3.28% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.71% | 0.72% | $13.7M | 61,292 | $12.3M | 60,301 | +991+1.64% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.68% | 0.65% | $13.2M | 152,766 | $11.1M | 25,466 | +127,300+499.88% | Add |
 DANAHER CORP DEL COMDHR |
| 0.65% | 0.7% | $12.5M | 65,506 | $12.0M | 63,282 | +2,224+3.51% | Add |
