| AAlphabet Inc Class CGOOG |
| 4.86% | 4.59% | $195.3M | 552,832 | $164.1M | 572,130 | -19,298-3.37% | Reduce |
 APPLE INCAAPL |
| 4.79% | 4.61% | $192.4M | 665,009 | $164.7M | 649,068 | +15,941+2.46% | Add |
 MICROSOFT CORPMSFT |
| 3.37% | 3.81% | $135.6M | 363,430 | $136.0M | 367,393 | -3,963-1.08% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 3.14% | 3.27% | $126.3M | 798,906 | $117.0M | 789,676 | +9,230+1.17% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.38% | 2.55% | $95.7M | 376,999 | $91.1M | 372,690 | +4,309+1.16% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.33% | 0.99% | $93.8M | 161,431 | $35.2M | 172,978 | -11,547-6.68% | Reduce |
 HOME DEPOT INCHD |
| 2.14% | 2.29% | $86.1M | 244,076 | $81.8M | 248,836 | -4,760-1.91% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.13% | 2.12% | $85.6M | 261,453 | $75.9M | 258,029 | +3,424+1.33% | Add |
 VISA INCV |
| 2.13% | 2.17% | $85.4M | 248,992 | $77.5M | 256,559 | -7,567-2.95% | Reduce |
 AMAZON COM INCAMZN |
| 2.11% | 1.94% | $84.8M | 355,627 | $69.4M | 333,418 | +22,209+6.66% | Add |
| VVANGUARD INDEX FDSVUG |
| 2.07% | 1.95% | $83.1M | 964,154 | $69.7M | 159,565 | +804,589+504.24% | Add |
 ABBVIE INCABBV |
| 1.77% | 1.67% | $71.3M | 283,274 | $59.5M | 273,604 | +9,670+3.53% | Add |
 CORNING INCGLW |
| 1.71% | 1.13% | $68.6M | 268,419 | $40.5M | 297,829 | -29,410-9.87% | Reduce |
 ALPHABET INCGOOGL |
| 1.63% | 1.48% | $65.5M | 183,364 | $53.0M | 184,297 | -933-0.51% | Reduce |
 MERCK & CO INCMRK |
| 1.59% | 1.69% | $63.8M | 496,731 | $60.5M | 503,081 | -6,350-1.26% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.51% | 1.41% | $60.8M | 735,069 | $50.2M | 606,886 | +128,183+21.12% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.5% | 0.5% | $60.2M | 52,196 | $17.8M | 52,624 | -428-0.81% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.48% | 1.4% | $59.5M | 297,128 | $50.2M | 287,720 | +9,408+3.27% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.36% | 1.51% | $54.7M | 109,320 | $53.9M | 112,397 | -3,077-2.74% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.26% | 1.49% | $50.7M | 54,189 | $53.2M | 53,354 | +835+1.57% | Add |
 BROOKFIELD CORPBN |
| 1.23% | 1.34% | $49.5M | 1.2M | $47.8M | 1.2M | -17,531-1.49% | Reduce |
 ELI LILLY & COLLY |
| 1.19% | 0.94% | $47.8M | 39,836 | $33.5M | 36,471 | +3,365+9.23% | Add |
 ASML HLDG NVASML |
| 1.12% | 0.84% | $45.1M | 22,658 | $30.2M | 22,842 | -184-0.81% | Reduce |
 BROADCOM INCAVGO |
| 1.11% | 0.97% | $44.5M | 117,762 | $34.7M | 112,133 | +5,629+5.02% | Add |
 CUMMINS INCCMI |
| 1.07% | 0.91% | $42.8M | 60,035 | $32.4M | 60,285 | -250-0.41% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.05% | 1.07% | $42.1M | 177,904 | $38.1M | 177,168 | +736+0.42% | Add |
 CATERPILLAR INCCAT |
| 1.04% | 0.78% | $41.9M | 39,383 | $27.8M | 39,177 | +206+0.53% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.02% | 1.17% | $40.9M | 79,566 | $41.9M | 83,886 | -4,320-5.15% | Reduce |
 ORACLE CORPORCL |
| 0.96% | 1.08% | $38.6M | 263,146 | $38.5M | 261,908 | +1,238+0.47% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.93% | 0.82% | $37.3M | 132,609 | $29.2M | 120,599 | +12,010+9.96% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.9% | 1% | $36.1M | 102,000 | $35.8M | 104,398 | -2,398-2.30% | Reduce |
 ENBRIDGE INCENB |
| 0.86% | 1% | $34.6M | 637,359 | $35.7M | 658,986 | -21,627-3.28% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.75% | 1.03% | $30.2M | 182,025 | $36.7M | 177,375 | +4,650+2.62% | Add |
 TJX COS INC NEWTJX |
| 0.74% | 0.82% | $29.6M | 195,186 | $29.4M | 184,311 | +10,875+5.90% | Add |
 EXXON MOBIL CORPXOM |
| 0.71% | 1% | $28.7M | 210,129 | $35.8M | 211,243 | -1,114-0.53% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.68% | 0.32% | $27.2M | 27,778 | $11.6M | 12,942 | +14,836+114.63% | Add |
 MCKESSON CORP COMMCK |
| 0.67% | 0.87% | $26.8M | 35,490 | $31.2M | 36,047 | -557-1.55% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.66% | 0.77% | $26.5M | 196,875 | $27.5M | 202,709 | -5,834-2.88% | Reduce |
 META PLATFORMS INCMETA |
| 0.66% | 0.83% | $26.4M | 46,914 | $29.6M | 51,795 | -4,881-9.42% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.65% | 0.57% | $26.3M | 25,999 | $20.4M | 24,084 | +1,915+7.95% | Add |
| SSPDR SERIES TRUSTSPYG |
| 0.64% | 0.55% | $25.8M | 217,212 | $19.5M | 199,410 | +17,802+8.93% | Add |
| IISHARES TRAGG |
| 0.62% | 0.69% | $25.0M | 253,069 | $24.5M | 247,047 | +6,022+2.44% | Add |
 AMGEN INC COMAMGN |
| 0.62% | 0.7% | $24.7M | 68,305 | $25.0M | 70,996 | -2,691-3.79% | Reduce |
 WALMART INCWMT |
| 0.61% | 0.72% | $24.6M | 217,359 | $25.5M | 205,559 | +11,800+5.74% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.6% | 0.69% | $24.3M | 276,800 | $24.5M | 263,622 | +13,178+5.00% | Add |
 RTX CORPORATIONRTX |
| 0.58% | 0.67% | $23.4M | 123,478 | $23.8M | 123,172 | +306+0.25% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.54% | 0.54% | $21.6M | 28,883 | $19.2M | 29,594 | -711-2.40% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.53% | 0.4% | $21.5M | 44,992 | $14.1M | 41,819 | +3,173+7.59% | Add |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.59% | $21.2M | 144,373 | $21.2M | 146,492 | -2,119-1.45% | Reduce |
 AMPHENOL CORPAPH |
| 0.51% | 0.37% | $20.4M | 115,797 | $13.1M | 103,927 | +11,870+11.42% | Add |
