 APPLE INCAAPL |
| 6.41% | 6.24% | $187.3M | 688,984 | $179.1M | 703,416 | -14,432-2.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.04% | 6.06% | $176.4M | 946,019 | $173.8M | 931,746 | +14,273+1.53% | Add |
 MICROSOFT CORPMSFT |
| 5.04% | 5.27% | $147.2M | 304,424 | $151.2M | 291,960 | +12,464+4.27% | Add |
 AMAZON COM INCAMZN |
| 4.84% | 4.44% | $141.4M | 612,612 | $127.4M | 580,316 | +32,296+5.57% | Add |
 ALPHABET INCGOOGL |
| 4.76% | 4.01% | $139.1M | 444,568 | $115.1M | 473,413 | -28,845-6.09% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.88% | 3.82% | $113.3M | 372,811 | $109.6M | 392,270 | -19,459-4.96% | Reduce |
 QUANTA SVCS INCPWR |
| 3.84% | 3.8% | $112.2M | 265,745 | $109.1M | 263,353 | +2,392+0.91% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.6% | 3.28% | $105.2M | 209,372 | $94.1M | 187,122 | +22,250+11.89% | Add |
 PALO ALTOPANW |
| 3.4% | 3.94% | $99.3M | 539,031 | $112.9M | 554,585 | -15,554-2.80% | Reduce |
 BROADCOM INCAVGO |
| 3.22% | 3.86% | $94.0M | 271,576 | $110.7M | 335,479 | -63,903-19.05% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.17% | 3.64% | $92.6M | 287,260 | $104.6M | 331,476 | -44,216-13.34% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 3.08% | 2.75% | $89.9M | 102,288 | $78.8M | 98,946 | +3,342+3.38% | Add |
 META PLATFORMS INCMETA |
| 2.76% | 3.14% | $80.7M | 122,236 | $90.1M | 122,722 | -486-0.40% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 2.54% | 2.61% | $74.3M | 644,401 | $74.9M | 665,602 | -21,201-3.19% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.47% | 2.31% | $72.2M | 898,899 | $66.4M | 879,298 | +19,601+2.23% | Add |
 CATERPILLAR INCCAT |
| 2.46% | 2.67% | $71.7M | 125,238 | $76.7M | 160,764 | -35,526-22.10% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.99% | 1.44% | $58.2M | 102,781 | $41.4M | 92,600 | +10,181+10.99% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.46% | 1.5% | $42.7M | 129,302 | $43.1M | 124,682 | +4,620+3.71% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.44% | 0.47% | $42.1M | 260,129 | $13.4M | 79,788 | +180,341+226.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.11% | 1.17% | $32.4M | 151,310 | $33.5M | 206,849 | -55,539-26.85% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.03% | 1.05% | $30.0M | 61,945 | $30.3M | 60,601 | +1,344+2.22% | Add |
 ELI LILLY & COLLY |
| 1.01% | 0.41% | $29.4M | 27,402 | $11.9M | 15,543 | +11,859+76.30% | Add |
 CISCO SYS INCCSCO |
| 0.96% | 0.88% | $27.9M | 362,454 | $25.2M | 368,798 | -6,344-1.72% | Reduce |
 ASML HLDG NVASML |
| 0.95% | 1.01% | $27.8M | 25,943 | $29.1M | 30,023 | -4,080-13.59% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.94% | 0.86% | $27.3M | 179,445 | $24.6M | 158,257 | +21,188+13.39% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.92% | 1.03% | $27.0M | 31,316 | $29.6M | 31,946 | -630-1.97% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.91% | 1.03% | $26.4M | 649,377 | $29.5M | 671,442 | -22,065-3.29% | Reduce |
 EATON CORP PLCETN |
| 0.87% | 1.06% | $25.5M | 80,095 | $30.4M | 81,173 | -1,078-1.33% | Reduce |
| IISHARES TRLQD |
| 0.85% | 0.85% | $24.9M | 225,865 | $24.3M | 218,189 | +7,676+3.52% | Add |
 CME GROUP INCCME |
| 0.85% | 0.86% | $24.7M | 90,606 | $24.8M | 91,667 | -1,061-1.16% | Reduce |
 NETFLIX INCNFLX |
| 0.82% | 1.1% | $24.1M | 256,628 | $31.6M | 26,351 | +230,277+873.88% | Add |
 VISA INCV |
| 0.8% | 0.84% | $23.5M | 66,932 | $24.0M | 70,333 | -3,401-4.84% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.79% | 0.78% | $23.2M | 49,424 | $22.2M | 45,351 | +4,073+8.98% | Add |
 MCDONALDS CORPMCD |
| 0.79% | 0.81% | $23.0M | 75,283 | $23.2M | 76,253 | -970-1.27% | Reduce |
 ORACLE CORPORCL |
| 0.77% | 0.44% | $22.4M | 114,742 | $12.6M | 44,825 | +69,917+155.98% | Add |
| PPimco Active Bond ETFBOND |
| 0.76% | 0.76% | $22.3M | 239,469 | $21.7M | 232,551 | +6,918+2.97% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.74% | 0.69% | $21.5M | 103,844 | $19.9M | 107,264 | -3,420-3.19% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.71% | 0.64% | $20.9M | 276,853 | $18.3M | 249,090 | +27,763+11.15% | Add |
 COCA COLA COKO |
| 0.7% | 0.68% | $20.4M | 291,563 | $19.4M | 292,953 | -1,390-0.47% | Reduce |
 TESLA INCTSLA |
| 0.68% | 0.63% | $20.0M | 44,465 | $18.0M | 40,502 | +3,963+9.78% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.64% | 0.65% | $18.7M | 104,938 | $18.7M | 102,636 | +2,302+2.24% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.64% | 0.64% | $18.6M | 222,225 | $18.3M | 217,820 | +4,405+2.02% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.54% | — | $15.9M | 242,595 | $0 | 0 | +242,595 | New Buy |
 VULCAN MATLS COVMC |
| 0.53% | 0.55% | $15.6M | 54,589 | $15.8M | 51,401 | +3,188+6.20% | Add |
 HOME DEPOT INCHD |
| 0.52% | 0.62% | $15.3M | 44,365 | $17.8M | 44,024 | +341+0.77% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.52% | 0.62% | $15.2M | 98,467 | $17.8M | 102,829 | -4,362-4.24% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.41% | $15.0M | 47,839 | $11.7M | 48,184 | -345-0.72% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.5% | 0.55% | $14.6M | 84,347 | $15.9M | 86,546 | -2,199-2.54% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.49% | — | $14.4M | 53,828 | $0 | 0 | +53,828 | New Buy |
| IINVESCO QQQ TRVOO |
| 0.45% | 0.47% | $13.0M | 21,196 | $13.3M | 22,229 | -1,033-4.65% | Reduce |
