 APPLE INCAAPL |
| 14.77% | 14.33% | $59.2M | 204,571 | $52.3M | 206,162 | -1,591-0.77% | Reduce |
 ALPHABET INCGOOGL |
| 6.82% | 6.04% | $27.3M | 76,506 | $22.1M | 76,761 | -255-0.33% | Reduce |
 AMAZON COM INCAMZN |
| 6.03% | 5.63% | $24.2M | 101,352 | $20.6M | 98,701 | +2,651+2.69% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.23% | 6.51% | $20.9M | 104,675 | $23.8M | 136,243 | -31,568-23.17% | Reduce |
 CATERPILLAR INCCAT |
| 5.06% | 3.72% | $20.3M | 19,039 | $13.6M | 19,159 | -120-0.63% | Reduce |
 WALMART INCWMT |
| 4.45% | 5.37% | $17.8M | 157,447 | $19.6M | 157,758 | -311-0.20% | Reduce |
 MICROSOFT CORPMSFT |
| 3.97% | 4.29% | $15.9M | 42,602 | $15.7M | 42,366 | +236+0.56% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.31% | 2.47% | $9.3M | 18,038 | $9.0M | 18,058 | -20-0.11% | Reduce |
 CUMMINS INCCMI |
| 2.19% | 1.82% | $8.8M | 12,287 | $6.6M | 12,337 | -50-0.41% | Reduce |
 META PLATFORMS INCMETA |
| 1.86% | 2.08% | $7.4M | 13,211 | $7.6M | 13,251 | -40-0.30% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.62% | 1.91% | $6.5M | 6,943 | $7.0M | 7,013 | -70-1.00% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.59% | 2.22% | $6.4M | 38,443 | $8.1M | 39,245 | -802-2.04% | Reduce |
 ELI LILLY & COLLY |
| 1.55% | 1.25% | $6.2M | 5,192 | $4.6M | 4,970 | +222+4.47% | Add |
 AMGEN INC COMAMGN |
| 1.53% | 1.64% | $6.1M | 16,942 | $6.0M | 17,017 | -75-0.44% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.51% | 1.6% | $6.1M | 23,841 | $5.8M | 23,916 | -75-0.31% | Reduce |
 BROADCOM INCAVGO |
| 1.45% | 1.32% | $5.8M | 15,435 | $4.8M | 15,585 | -150-0.96% | Reduce |
 VISA INCV |
| 1.43% | 1.37% | $5.7M | 16,663 | $5.0M | 16,588 | +75+0.45% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.42% | 1.43% | $5.7M | 5,810 | $5.2M | 5,835 | -25-0.43% | Reduce |
 MCDONALDS CORPMCD |
| 1.38% | 1.74% | $5.5M | 20,476 | $6.3M | 20,428 | +48+0.23% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.31% | 1.3% | $5.2M | 23,421 | $4.7M | 23,350 | +71+0.30% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.29% | 1.46% | $5.2M | 40,921 | $5.3M | 40,736 | +185+0.45% | Add |
 LOWES COS INC COMLOW |
| 1.23% | 1.46% | $4.9M | 22,434 | $5.3M | 22,599 | -165-0.73% | Reduce |
 COCA COLA COKO |
| 1.23% | 1.26% | $4.9M | 60,500 | $4.6M | 60,646 | -146-0.24% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.14% | 0.44% | $4.6M | 7,834 | $1.6M | 7,834 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.12% | 1.18% | $4.5M | 8,970 | $4.3M | 8,995 | -25-0.28% | Reduce |
 HOME DEPOT INCHD |
| 1.11% | 1.14% | $4.5M | 12,656 | $4.2M | 12,656 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.01% | 1.09% | $4.0M | 27,549 | $4.0M | 27,498 | +51+0.19% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.95% | 1.23% | $3.8M | 7,478 | $4.5M | 7,428 | +50+0.67% | Add |
 CISCO SYS INCCSCO |
| 0.95% | 0.69% | $3.8M | 32,251 | $2.5M | 32,251 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.88% | 0.97% | $3.5M | 23,943 | $3.5M | 23,993 | -50-0.21% | Reduce |
 DEERE & CODE |
| 0.81% | 0.79% | $3.2M | 5,114 | $2.9M | 5,139 | -25-0.49% | Reduce |
| QQUALCOMM INCQCOM |
| 0.79% | 0.61% | $3.2M | 17,238 | $2.2M | 17,338 | -100-0.58% | Reduce |
 GE VERNOVA INCGEV |
| 0.79% | 0.64% | $3.1M | 2,678 | $2.3M | 2,678 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.76% | 0.72% | $3.0M | 12,050 | $2.6M | 12,075 | -25-0.21% | Reduce |
 PEPSICO INCPEP |
| 0.73% | 0.91% | $2.9M | 21,568 | $3.3M | 21,383 | +185+0.87% | Add |
 LAM RESEARCH CORPLRCX |
| 0.73% | 0.39% | $2.9M | 6,730 | $1.4M | 6,730 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.71% | 0.67% | $2.9M | 10,161 | $2.5M | 10,161 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.61% | $2.7M | 7,760 | $2.2M | 7,760 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.68% | 0.75% | $2.7M | 14,264 | $2.8M | 14,289 | -25-0.17% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.67% | 0.66% | $2.7M | 8,232 | $2.4M | 8,232 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.59% | 0.59% | $2.4M | 14,663 | $2.1M | 14,788 | -125-0.85% | Reduce |
 EATON CORP PLCETN |
| 0.54% | 0.5% | $2.2M | 5,106 | $1.8M | 5,131 | -25-0.49% | Reduce |
 EQUINIX INCEQIX |
| 0.51% | 0.53% | $2.1M | 1,971 | $1.9M | 1,971 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.51% | 0.27% | $2.0M | 2,810 | $973,000 | 2,846 | -36-1.26% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.49% | 0.35% | $2.0M | 6,599 | $1.3M | 6,599 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 0.48% | 0.6% | $1.9M | 6,144 | $2.2M | 6,144 | 00.00% | Unchanged |
 NOVARTIS AGNVS |
| 0.48% | 0.51% | $1.9M | 12,234 | $1.9M | 12,284 | -50-0.41% | Reduce |
 HERSHEY CO COMHSY |
| 0.45% | 0.58% | $1.8M | 10,254 | $2.1M | 10,108 | +146+1.44% | Add |
 ILLINOIS TOOLITW |
| 0.44% | 0.46% | $1.7M | 6,452 | $1.7M | 6,452 | 00.00% | Unchanged |
 TRUIST FINL CORPTFC |
| 0.42% | 0.43% | $1.7M | 34,065 | $1.6M | 34,165 | -100-0.29% | Reduce |
