 APPLE INCAAPL |
| 4.4% | 4.2% | $15.6M | 53,771 | $13.7M | 53,918 | -147-0.27% | Reduce |
 MICROSOFT CORPMSFT |
| 3.79% | 3.88% | $13.4M | 35,883 | $12.6M | 34,173 | +1,710+5.00% | Add |
 CISCO SYS INCCSCO |
| 3.68% | 2.6% | $13.0M | 110,671 | $8.5M | 109,135 | +1,536+1.41% | Add |
 JPMORGAN CHASE & COJPM |
| 3.05% | 2.97% | $10.8M | 32,949 | $9.7M | 32,906 | +43+0.13% | Add |
 ANALOG DEVICES INC COMADI |
| 2.95% | 2.63% | $10.4M | 26,283 | $8.6M | 26,918 | -635-2.36% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.86% | 2.97% | $10.1M | 39,817 | $9.7M | 39,660 | +157+0.40% | Add |
 WALMART INCWMT |
| 2.5% | 2.92% | $8.8M | 78,031 | $9.5M | 76,601 | +1,430+1.87% | Add |
| NNEXTERA ENERGY INCNEE |
| 2.34% | 2.67% | $8.3M | 94,174 | $8.7M | 93,647 | +527+0.56% | Add |
 AMGEN INC COMAMGN |
| 2.19% | 2.28% | $7.7M | 21,352 | $7.4M | 21,108 | +244+1.16% | Add |
 RTX CORPORATIONRTX |
| 2.13% | 2.33% | $7.5M | 39,680 | $7.6M | 39,410 | +270+0.69% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.04% | 0.86% | $7.2M | 6,257 | $2.8M | 8,288 | -2,031-24.51% | Reduce |
 LOWES COS INC COMLOW |
| 1.94% | 2.24% | $6.9M | 31,090 | $7.3M | 30,970 | +120+0.39% | Add |
 BROADCOM INCAVGO |
| 1.93% | 1.71% | $6.8M | 18,031 | $5.6M | 18,011 | +20+0.11% | Add |
 AFLAC INC COMAFL |
| 1.81% | 1.84% | $6.4M | 54,624 | $6.0M | 54,616 | +8+0.01% | Add |
| FFIRST TRUSTFDN |
| 1.7% | 1.64% | $6.0M | 22,645 | $5.3M | 22,787 | -142-0.62% | Reduce |
 LINDE PLCLIN |
| 1.68% | 1.73% | $5.9M | 11,425 | $5.7M | 11,411 | +14+0.12% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.67% | 2.14% | $5.9M | 20,268 | $7.0M | 20,225 | +43+0.21% | Add |
 ILLINOIS TOOLITW |
| 1.61% | 1.67% | $5.7M | 21,107 | $5.5M | 20,975 | +132+0.63% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 1.61% | 1.58% | $5.7M | 18,050 | $5.2M | 17,964 | +86+0.48% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.53% | 1.57% | $5.4M | 15,295 | $5.1M | 14,947 | +348+2.33% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.48% | 1.7% | $5.2M | 5,596 | $5.5M | 5,556 | +40+0.72% | Add |
 MCDONALDS CORPMCD |
| 1.45% | 1.8% | $5.1M | 18,997 | $5.9M | 18,906 | +91+0.48% | Add |
 CHUBB LIMITEDCB |
| 1.4% | 1.46% | $5.0M | 14,560 | $4.8M | 14,590 | -30-0.21% | Reduce |
 BLACKROCK INC COMBLK |
| 1.29% | 1.4% | $4.6M | 4,753 | $4.6M | 4,741 | +12+0.25% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.28% | 1.24% | $4.5M | 20,143 | $4.0M | 19,869 | +274+1.38% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 1.25% | 1.33% | $4.4M | 37,753 | $4.3M | 37,432 | +321+0.86% | Add |
 ABBOTT LABORATORIESABT |
| 1.18% | 1.43% | $4.2M | 46,025 | $4.7M | 45,567 | +458+1.01% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.13% | 1.2% | $4.0M | 13,683 | $3.9M | 13,469 | +214+1.59% | Add |
 EMERSON ELEC COEMR |
| 1.12% | 1.11% | $4.0M | 27,774 | $3.6M | 27,674 | +100+0.36% | Add |
 ALPHABET INCGOOGL |
| 1.12% | 0.98% | $4.0M | 11,092 | $3.2M | 11,165 | -73-0.65% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.07% | 0.18% | $3.8M | 7,364 | $578,107 | 1,157 | +6,207+536.47% | Add |
 MEDTRONIC PLCMDT |
| 1.07% | 1.29% | $3.8M | 48,273 | $4.2M | 48,523 | -250-0.52% | Reduce |
 META PLATFORMS INCMETA |
| 1.05% | 1.12% | $3.7M | 6,613 | $3.7M | 6,396 | +217+3.39% | Add |
 PHILLIPS 66PSX |
| 1.02% | 1.19% | $3.6M | 21,301 | $3.9M | 21,238 | +63+0.30% | Add |
 MORGAN STANLEYMS |
| 1.01% | 0.85% | $3.6M | 17,165 | $2.8M | 16,838 | +327+1.94% | Add |
 PROCTER & GAMBLE COPG |
| 0.97% | 1.02% | $3.4M | 23,327 | $3.3M | 22,922 | +405+1.77% | Add |
 PAYCHEX INC COMPAYX |
| 0.95% | 0.96% | $3.4M | 34,336 | $3.1M | 33,978 | +358+1.05% | Add |
 ROSS STORES INC COMROST |
| 0.9% | 0.99% | $3.2M | 14,950 | $3.2M | 14,915 | +35+0.23% | Add |
| DDYCOM INDS INCDY |
| 0.9% | 0.65% | $3.2M | 6,285 | $2.1M | 6,240 | +45+0.72% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.88% | 0.7% | $3.1M | 6,545 | $2.3M | 6,768 | -223-3.29% | Reduce |
 PEPSICO INCPEP |
| 0.88% | 1.08% | $3.1M | 22,863 | $3.5M | 22,607 | +256+1.13% | Add |
 EVERSOURCE ENERGYES |
| 0.86% | 0.89% | $3.0M | 42,110 | $2.9M | 41,672 | +438+1.05% | Add |
 HOME DEPOT INCHD |
| 0.83% | 0.84% | $2.9M | 8,363 | $2.7M | 8,289 | +74+0.89% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 0.76% | 0.85% | $2.7M | 17,781 | $2.8M | 17,527 | +254+1.45% | Add |
 CHEVRON CORPORATIONCVX |
| 0.74% | 1% | $2.6M | 15,800 | $3.2M | 15,707 | +93+0.59% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.74% | 0.89% | $2.6M | 10,534 | $2.9M | 10,445 | +89+0.85% | Add |
 COLGATE PALMOLIVE COCL |
| 0.74% | 0.74% | $2.6M | 28,436 | $2.4M | 28,177 | +259+0.92% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.66% | 0.33% | $2.3M | 3,666 | $1.1M | 3,245 | +421+12.97% | Add |
| CCITIGROUP INCC |
| 0.59% | 0.52% | $2.1M | 14,955 | $1.7M | 14,873 | +82+0.55% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.59% | 0.58% | $2.1M | 10,424 | $1.9M | 10,339 | +85+0.82% | Add |
