 APPLE INCAAPL |
| 6.23% | 6.11% | $31.2M | 107,732 | $27.4M | 107,787 | -55-0.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.17% | 5.05% | $25.9M | 129,513 | $22.6M | 129,499 | +14+0.01% | Add |
 MICROSOFT CORPMSFT |
| 4.17% | 4.56% | $20.9M | 55,939 | $20.4M | 55,073 | +866+1.57% | Add |
 ALPHABET INCGOOGL |
| 3.82% | 3.49% | $19.1M | 53,553 | $15.6M | 54,357 | -804-1.48% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.76% | 2.1% | $18.9M | 26,073 | $9.4M | 27,537 | -1,464-5.32% | Reduce |
 AMAZON COM INCAMZN |
| 3.15% | 3.06% | $15.8M | 66,146 | $13.7M | 65,637 | +509+0.78% | Add |
 JPMORGAN CHASE & COJPM |
| 2.8% | 2.88% | $14.0M | 42,859 | $12.9M | 43,754 | -895-2.05% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.73% | 1.2% | $13.7M | 31,651 | $5.3M | 32,575 | -924-2.84% | Reduce |
 CATERPILLAR INCCAT |
| 2.24% | 1.69% | $11.2M | 10,522 | $7.6M | 10,694 | -172-1.61% | Reduce |
 ELI LILLY & COLLY |
| 2.2% | 1.83% | $11.0M | 9,201 | $8.2M | 8,879 | +322+3.63% | Add |
 WALMART INCWMT |
| 1.65% | 2.03% | $8.3M | 72,886 | $9.1M | 73,044 | -158-0.22% | Reduce |
 MERCK & CO INCMRK |
| 1.62% | 1.75% | $8.1M | 63,317 | $7.8M | 65,039 | -1,722-2.65% | Reduce |
 BROADCOM INCAVGO |
| 1.59% | 1.39% | $8.0M | 21,047 | $6.2M | 20,142 | +905+4.49% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.56% | 1.7% | $7.8M | 30,772 | $7.6M | 31,130 | -358-1.15% | Reduce |
 PALO ALTOPANW |
| 1.55% | 0.81% | $7.8M | 22,728 | $3.6M | 22,599 | +129+0.57% | Add |
 EXXON MOBIL CORPXOM |
| 1.46% | 2.02% | $7.3M | 53,545 | $9.0M | 53,228 | +317+0.60% | Add |
| IISHARES TRAGG |
| 1.41% | 1.6% | $7.1M | 71,571 | $7.2M | 72,047 | -476-0.66% | Reduce |
 VISA INCV |
| 1.34% | 1.32% | $6.7M | 19,544 | $5.9M | 19,541 | +3+0.02% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.32% | 1.06% | $6.6M | 34,758 | $4.7M | 35,540 | -782-2.20% | Reduce |
 RTX CORPORATIONRTX |
| 1.3% | 1.47% | $6.5M | 34,243 | $6.6M | 34,141 | +102+0.30% | Add |
| IISHARES TRIQLT |
| 1.25% | 1.31% | $6.3M | 126,424 | $5.9M | 127,014 | -590-0.46% | Reduce |
 META PLATFORMS INCMETA |
| 1.03% | 1.1% | $5.2M | 9,150 | $4.9M | 8,631 | +519+6.01% | Add |
 CHUBB LIMITEDCB |
| 1.03% | 1.11% | $5.2M | 15,117 | $5.0M | 15,267 | -150-0.98% | Reduce |
 EATON CORP PLCETN |
| 1.02% | 0.95% | $5.1M | 11,972 | $4.2M | 11,875 | +97+0.82% | Add |
| BBANK OF AMER CORPBAC |
| 1% | 0.95% | $5.0M | 88,169 | $4.3M | 87,489 | +680+0.78% | Add |
| IINVESCO EXCH TRADED FD TR IIPGX |
| 0.99% | 1.07% | $5.0M | 457,054 | $4.8M | 440,393 | +16,661+3.78% | Add |
 GE AEROSPACEGE |
| 0.97% | 0.87% | $4.9M | 13,061 | $3.9M | 13,756 | -695-5.05% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.97% | 1.36% | $4.8M | 29,159 | $6.1M | 29,326 | -167-0.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.88% | $4.7M | 13,402 | $3.9M | 13,722 | -320-2.33% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.94% | 1.05% | $4.7M | 32,143 | $4.7M | 32,574 | -431-1.32% | Reduce |
 MCDONALDS CORPMCD |
| 0.93% | 1.2% | $4.7M | 17,212 | $5.4M | 17,314 | -102-0.59% | Reduce |
 ABBVIE INCABBV |
| 0.92% | 0.92% | $4.6M | 18,365 | $4.1M | 18,845 | -480-2.55% | Reduce |
| QQUALCOMM INCQCOM |
| 0.91% | 0.96% | $4.6M | 24,684 | $4.3M | 33,488 | -8,804-26.29% | Reduce |
| IISHARES TRIEFA |
| 0.9% | 0.84% | $4.5M | 46,809 | $3.8M | 41,743 | +5,066+12.14% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.89% | 1.06% | $4.5M | 50,922 | $4.8M | 51,220 | -298-0.58% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 0.86% | 1.01% | $4.3M | 34,152 | $4.5M | 34,567 | -415-1.20% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.86% | 0.84% | $4.3M | 12,719 | $3.8M | 12,442 | +277+2.23% | Add |
 AMGEN INC COMAMGN |
| 0.84% | 0.92% | $4.2M | 11,650 | $4.1M | 11,680 | -30-0.26% | Reduce |
 SALESFORCE INCCRM |
| 0.84% | 1.08% | $4.2M | 26,902 | $4.8M | 25,956 | +946+3.64% | Add |
 GE VERNOVA INCGEV |
| 0.82% | 0.68% | $4.1M | 3,495 | $3.1M | 3,495 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 0.82% | 0.98% | $4.1M | 26,988 | $4.4M | 27,334 | -346-1.27% | Reduce |
 COCA COLA COKO |
| 0.81% | 0.85% | $4.1M | 49,840 | $3.8M | 50,000 | -160-0.32% | Reduce |
 LINDE PLCLIN |
| 0.78% | 0.82% | $3.9M | 7,505 | $3.7M | 7,441 | +64+0.86% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.78% | 0.75% | $3.9M | 3,844 | $3.4M | 3,960 | -116-2.93% | Reduce |
 UNION PAC CORPUNP |
| 0.77% | 0.77% | $3.9M | 14,156 | $3.5M | 14,242 | -86-0.60% | Reduce |
 CISCO SYS INCCSCO |
| 0.75% | 0.59% | $3.8M | 32,065 | $2.6M | 33,734 | -1,669-4.95% | Reduce |
 LOWES COS INC COMLOW |
| 0.72% | 0.85% | $3.6M | 16,464 | $3.8M | 16,144 | +320+1.98% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.69% | 0.68% | $3.5M | 12,299 | $3.1M | 12,625 | -326-2.58% | Reduce |
 EMERSON ELEC COEMR |
| 0.69% | 0.69% | $3.4M | 23,993 | $3.1M | 23,632 | +361+1.53% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 0.73% | $3.4M | 6,848 | $3.3M | 6,834 | +14+0.20% | Add |
