 APPLE INCAAPL |
| 5.05% | 4.86% | $34.4M | 118,963 | $30.1M | 118,687 | +276+0.23% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.36% | 4.13% | $29.7M | 148,463 | $25.6M | 146,566 | +1,897+1.29% | Add |
| HH FINK HOLDCO LLC |
| 3.74% | 4.12% | $25.5M | 1 | $25.5M | 1 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 3.12% | 3.43% | $21.3M | 56,996 | $21.2M | 57,334 | -338-0.59% | Reduce |
 AMAZON COM INCAMZN |
| 2.54% | 2.41% | $17.3M | 72,617 | $14.9M | 71,531 | +1,086+1.52% | Add |
 WINTRUST FINL CORPWTFC |
| 2.44% | 2.36% | $16.6M | 103,511 | $14.6M | 105,371 | -1,860-1.77% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.4% | 2.17% | $16.4M | 46,367 | $13.4M | 46,814 | -447-0.95% | Reduce |
 ABBVIE INCABBV |
| 2.04% | 1.92% | $13.9M | 55,260 | $11.9M | 54,777 | +483+0.88% | Add |
| TTITEWAD HOLDING COMPANY LLC |
| 2.04% | 2.24% | $13.9M | 84 | $13.9M | 84 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.96% | 1.75% | $13.3M | 37,328 | $10.9M | 37,758 | -430-1.14% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.9% | 1.09% | $12.9M | 29,872 | $6.7M | 31,486 | -1,614-5.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.64% | 1.61% | $11.2M | 34,261 | $10.0M | 33,921 | +340+1.00% | Add |
 BROADCOM INCAVGO |
| 1.45% | 1.14% | $9.9M | 26,167 | $7.1M | 22,792 | +3,375+14.81% | Add |
 ELI LILLY & COLLY |
| 1.39% | 1.18% | $9.5M | 7,888 | $7.3M | 7,922 | -34-0.43% | Reduce |
| LLFI CAPITAL ACCOUNT |
| 1.29% | 1.42% | $8.8M | 100 | $8.8M | 100 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.21% | 1.72% | $8.3M | 60,511 | $10.7M | 62,900 | -2,389-3.80% | Reduce |
 VISA INCV |
| 1.2% | 1.22% | $8.2M | 23,775 | $7.5M | 24,900 | -1,125-4.52% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.06% | 1% | $7.2M | 21,359 | $6.2M | 20,462 | +897+4.38% | Add |
 CISCO SYS INCCSCO |
| 0.94% | 0.73% | $6.4M | 54,766 | $4.5M | 58,233 | -3,467-5.95% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.93% | 0.87% | $6.4M | 111,611 | $5.4M | 110,021 | +1,590+1.45% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.9% | 0.31% | $6.1M | 5,320 | $1.9M | 5,725 | -405-7.07% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.87% | 1.22% | $5.9M | 35,860 | $7.6M | 36,645 | -785-2.14% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.81% | 0.85% | $5.5M | 21,762 | $5.3M | 21,490 | +272+1.27% | Add |
 MERCK & CO INCMRK |
| 0.81% | 0.85% | $5.5M | 42,935 | $5.3M | 43,814 | -879-2.01% | Reduce |
 MCKESSON CORP COMMCK |
| 0.79% | 0.97% | $5.4M | 7,153 | $6.0M | 6,970 | +183+2.63% | Add |
 CHUBB LIMITEDCB |
| 0.72% | 0.76% | $4.9M | 14,381 | $4.7M | 14,499 | -118-0.81% | Reduce |
| CCITIGROUP INCC |
| 0.71% | 0.68% | $4.8M | 34,632 | $4.2M | 37,296 | -2,664-7.14% | Reduce |
 WALMART INCWMT |
| 0.7% | 0.8% | $4.8M | 42,418 | $5.0M | 39,994 | +2,424+6.06% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.7% | 0.81% | $4.8M | 5,121 | $5.0M | 5,025 | +96+1.91% | Add |
 INTEL CORPINTC |
| 0.7% | 0.26% | $4.8M | 34,218 | $1.6M | 36,183 | -1,965-5.43% | Reduce |
 ORACLE CORPORCL |
| 0.7% | 0.8% | $4.8M | 32,468 | $5.0M | 33,781 | -1,313-3.89% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.67% | 0.71% | $4.6M | 9,163 | $4.4M | 9,137 | +26+0.28% | Add |
 META PLATFORMS INCMETA |
| 0.66% | 0.79% | $4.5M | 7,986 | $4.9M | 8,498 | -512-6.02% | Reduce |
 SHELL PLCSHEL |
| 0.6% | 0.77% | $4.1M | 52,744 | $4.8M | 51,444 | +1,300+2.53% | Add |
 UNION PAC CORPUNP |
| 0.6% | 0.56% | $4.1M | 14,918 | $3.5M | 14,229 | +689+4.84% | Add |
 GE AEROSPACEGE |
| 0.59% | 0.49% | $4.0M | 10,831 | $3.0M | 10,684 | +147+1.38% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.59% | 0.59% | $4.0M | 22,250 | $3.6M | 21,947 | +303+1.38% | Add |
 CUMMINS INCCMI |
| 0.55% | 0.52% | $3.7M | 5,253 | $3.2M | 5,997 | -744-12.41% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.54% | 0.18% | $3.6M | 1,605 | $1.1M | 1,724 | -119-6.90% | Reduce |
 HONEYWELL INTL INCHON |
| 0.52% | 0.57% | $3.6M | 15,413 | $3.5M | 15,509 | -96-0.62% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.51% | 0.27% | $3.5M | 4,797 | $1.7M | 4,961 | -164-3.31% | Reduce |
 BORGWARNER INCBWA |
| 0.48% | 0.47% | $3.3M | 49,045 | $2.9M | 53,693 | -4,648-8.66% | Reduce |
 PEPSICO INCPEP |
| 0.47% | 0.54% | $3.2M | 23,420 | $3.3M | 21,543 | +1,877+8.71% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.45% | 0.58% | $3.1M | 72,449 | $3.6M | 71,747 | +702+0.98% | Add |
 IDEXX LABS INC COMIDXX |
| 0.45% | 0.53% | $3.1M | 5,812 | $3.3M | 5,793 | +19+0.33% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.44% | 0.46% | $3.0M | 4 | $2.9M | 4 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.44% | 0.49% | $3.0M | 9,444 | $3.1M | 9,318 | +126+1.35% | Add |
 RENAISSANCERE HLDGS LTD COMRNR |
| 0.43% | 0.43% | $3.0M | 9,316 | $2.7M | 9,059 | +257+2.84% | Add |
 WABTECWAB |
| 0.43% | 0.43% | $2.9M | 10,808 | $2.7M | 10,671 | +137+1.28% | Add |
 AMPHENOL CORPAPH |
| 0.42% | 0.25% | $2.9M | 16,188 | $1.6M | 12,328 | +3,860+31.31% | Add |
