 APPLE INCAAPL |
| 4.41% | 3.5% | $620.0M | 2.1M | $436.7M | 1.7M | +421,631+24.50% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.98% | 3.92% | $560.3M | 2.8M | $488.7M | 2.8M | -1,878-0.07% | Reduce |
 ALPHABET INCGOOGL |
| 3.79% | 3.44% | $533.1M | 1.5M | $429.0M | 1.5M | -92-0.01% | Reduce |
 MICROSOFT CORPMSFT |
| 2.96% | 3.28% | $415.7M | 1.1M | $408.5M | 1.1M | +10,714+0.97% | Add |
 BROADCOM INCAVGO |
| 2.24% | 1.94% | $315.4M | 834,829 | $242.2M | 782,470 | +52,359+6.69% | Add |
 CATERPILLAR INCCAT |
| 2.16% | 2.38% | $304.0M | 285,444 | $296.3M | 418,264 | -132,820-31.76% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.12% | 2.15% | $298.0M | 910,319 | $268.5M | 912,899 | -2,580-0.28% | Reduce |
 AMAZON COM INCAMZN |
| 1.93% | 1.91% | $271.3M | 1.1M | $237.9M | 1.1M | -4,381-0.38% | Reduce |
 WALMART INCWMT |
| 1.69% | 2.08% | $237.0M | 2.1M | $259.5M | 2.1M | +4,571+0.22% | Add |
 META PLATFORMS INCMETA |
| 1.66% | 1.91% | $234.1M | 415,511 | $238.1M | 416,169 | -658-0.16% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.58% | 1.72% | $222.3M | 875,123 | $214.0M | 875,528 | -405-0.05% | Reduce |
 CISCO SYS INCCSCO |
| 1.5% | 1.45% | $210.7M | 1.8M | $180.6M | 2.3M | -534,077-22.95% | Reduce |
 ABBVIE INCABBV |
| 1.46% | 1.42% | $205.2M | 815,433 | $177.4M | 815,533 | -100-0.01% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.42% | 1.47% | $199.5M | 203,974 | $183.7M | 205,176 | -1,202-0.59% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.42% | 2.05% | $199.1M | 1.5M | $255.5M | 1.5M | -49,280-3.27% | Reduce |
 HOME DEPOT INCHD |
| 1.27% | 1.34% | $178.9M | 507,250 | $166.7M | 506,933 | +317+0.06% | Add |
 PROCTER & GAMBLE COPG |
| 1.23% | 1.37% | $172.4M | 1.2M | $170.3M | 1.2M | -3,233-0.27% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.18% | 0.1% | $166.2M | 385,136 | $12.5M | 76,387 | +308,749+404.19% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.02% | 1.06% | $143.9M | 795,471 | $132.6M | 801,874 | -6,403-0.80% | Reduce |
 METLIFE INC COMMET |
| 1% | 0.94% | $141.1M | 1.7M | $117.8M | 1.7M | +2,394+0.14% | Add |
 MERCK & CO INCMRK |
| 0.99% | 1.05% | $139.8M | 1.1M | $130.5M | 1.1M | +2,394+0.22% | Add |
 ELI LILLY & COLLY |
| 0.98% | 0.84% | $137.3M | 114,449 | $104.3M | 113,388 | +1,061+0.94% | Add |
 BLACKROCK INC COMBLK |
| 0.94% | 1.07% | $132.4M | 137,661 | $133.1M | 138,443 | -782-0.56% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.93% | 0.3% | $130.2M | 224,070 | $37.4M | 184,043 | +40,027+21.75% | Add |
 CONOCOPHILLIPSCOP |
| 0.92% | 1.31% | $128.9M | 1.2M | $163.8M | 1.2M | -656-0.05% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.91% | 0.48% | $128.6M | 177,938 | $59.8M | 175,019 | +2,919+1.67% | Add |
| BBANK OF AMER CORPBAC |
| 0.91% | 0.88% | $127.9M | 2.2M | $109.4M | 2.2M | +1,608+0.07% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.87% | 0.81% | $122.6M | 847,536 | $101.3M | 853,807 | -6,271-0.73% | Reduce |
 TESLA INCTSLA |
| 0.85% | 0.85% | $120.1M | 285,601 | $105.8M | 284,469 | +1,132+0.40% | Add |
 EMCOR GROUP INCEME |
| 0.85% | 0.85% | $120.1M | 144,747 | $105.8M | 143,248 | +1,499+1.05% | Add |
 CUMMINS INCCMI |
| 0.79% | 0.65% | $110.6M | 155,081 | $81.3M | 151,047 | +4,034+2.67% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.77% | 0.83% | $108.8M | 795,130 | $103.7M | 791,132 | +3,998+0.51% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.74% | 0.8% | $103.5M | 292,289 | $100.3M | 292,200 | +89+0.03% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.73% | 0.71% | $103.0M | 366,219 | $88.9M | 366,786 | -567-0.15% | Reduce |
 COCA COLA COKO |
| 0.72% | 0.76% | $101.1M | 1.2M | $94.6M | 1.2M | +322+0.03% | Add |
 DELTA AIR LINES INCDAL |
| 0.72% | 0.58% | $100.9M | 1.1M | $71.7M | 1.1M | -1,417-0.13% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.72% | 0.4% | $100.7M | 232,456 | $49.6M | 232,262 | +194+0.08% | Add |
 CSX CORPCSX |
| 0.71% | 0.57% | $99.6M | 2.1M | $71.7M | 1.7M | +349,050+19.99% | Add |
 SOUTHERN COSO |
| 0.71% | 0.8% | $99.3M | 1.0M | $100.1M | 1.0M | +346+0.03% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.7% | 0.67% | $98.7M | 400,742 | $83.2M | 399,743 | +999+0.25% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.7% | 0.01% | $97.8M | 84,726 | $1.8M | 5,345 | +79,381+1,485.14% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.67% | 0.79% | $93.9M | 2.9M | $98.8M | 2.9M | -9,149-0.31% | Reduce |
 AMPHENOL CORPAPH |
| 0.66% | 0.53% | $92.6M | 525,003 | $65.9M | 521,318 | +3,685+0.71% | Add |
 PRUDENTIAL FINL INCPRU |
| 0.65% | 0.67% | $92.0M | 852,382 | $83.3M | 853,067 | -685-0.08% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 0.65% | 0.61% | $91.3M | 1.6M | $75.7M | 1.6M | -11,092-0.68% | Reduce |
 MCDONALDS CORPMCD |
| 0.63% | 0.82% | $89.2M | 329,820 | $102.7M | 330,498 | -678-0.21% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.63% | 0.69% | $88.3M | 651,676 | $85.9M | 649,955 | +1,721+0.26% | Add |
 US BANCORPUSB |
| 0.63% | 0.61% | $87.9M | 1.5M | $75.8M | 1.5M | -824-0.06% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.62% | 0.84% | $87.8M | 2.1M | $104.4M | 2.1M | -5,117-0.25% | Reduce |
| QQUALCOMM INCQCOM |
| 0.62% | 0.49% | $87.7M | 474,384 | $61.6M | 478,463 | -4,079-0.85% | Reduce |
