 ALPHABET INCGOOGL |
| 5.35% | 5.03% | $12.8M | 35,701 | $10.6M | 36,865 | -1,164-3.16% | Reduce |
 APPLE INCAAPL |
| 4.8% | 4.89% | $11.4M | 39,545 | $10.3M | 40,641 | -1,096-2.70% | Reduce |
 PALO ALTOPANW |
| 4.14% | 2.22% | $9.9M | 28,980 | $4.7M | 29,222 | -242-0.83% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.78% | 3.76% | $9.0M | 45,033 | $7.9M | 45,486 | -453-1.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.68% | 1.51% | $8.8M | 15,123 | $3.2M | 15,663 | -540-3.45% | Reduce |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.46% | 2.99% | $8.3M | 80,721 | $6.3M | 80,202 | +519+0.65% | Add |
 AMPHENOL CORPAPH |
| 3.43% | 2.83% | $8.2M | 46,406 | $6.0M | 47,271 | -865-1.83% | Reduce |
 AMAZON COM INCAMZN |
| 3.31% | 3.24% | $7.9M | 33,118 | $6.8M | 32,769 | +349+1.07% | Add |
 MICROSOFT CORPMSFT |
| 3.23% | 3.48% | $7.7M | 20,652 | $7.3M | 19,829 | +823+4.15% | Add |
 JPMORGAN CHASE & COJPM |
| 3.08% | 3.18% | $7.3M | 22,415 | $6.7M | 22,803 | -388-1.70% | Reduce |
 ELI LILLY & COLLY |
| 2.25% | 2.22% | $5.4M | 4,469 | $4.7M | 5,086 | -617-12.13% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 2.18% | 2.2% | $5.2M | 103,186 | $4.6M | 101,508 | +1,678+1.65% | Add |
 ANALOG DEVICES INC COMADI |
| 2.17% | 2.04% | $5.2M | 13,025 | $4.3M | 13,508 | -483-3.58% | Reduce |
 CATERPILLAR INCCAT |
| 2.03% | 1.61% | $4.9M | 4,557 | $3.4M | 4,786 | -229-4.78% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 2.02% | 0.76% | $4.8M | 16,147 | $1.6M | 16,249 | -102-0.63% | Reduce |
 KLA CORPKLAC |
| 1.92% | 1.13% | $4.6M | 15,210 | $2.4M | 1,621 | +13,589+838.31% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.7% | 1.9% | $4.0M | 8,085 | $4.0M | 8,355 | -270-3.23% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.69% | 2.02% | $4.0M | 4,318 | $4.3M | 4,280 | +38+0.89% | Add |
 ORACLE CORPORCL |
| 1.67% | 1.93% | $4.0M | 27,169 | $4.1M | 27,616 | -447-1.62% | Reduce |
| IISHARES TRDGRO |
| 1.64% | 1.68% | $3.9M | 51,764 | $3.5M | 50,497 | +1,267+2.51% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.5% | 1.7% | $3.6M | 14,067 | $3.6M | 14,682 | -615-4.19% | Reduce |
 META PLATFORMS INCMETA |
| 1.48% | 1.7% | $3.5M | 6,273 | $3.6M | 6,278 | -5-0.08% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.47% | 1.38% | $3.5M | 3,472 | $2.9M | 3,449 | +23+0.67% | Add |
 CHEVRON CORPORATIONCVX |
| 1.4% | 2.03% | $3.3M | 20,138 | $4.3M | 20,743 | -605-2.92% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.38% | 1.99% | $3.3M | 24,118 | $4.2M | 24,778 | -660-2.66% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.25% | 1.37% | $3.0M | 20,356 | $2.9M | 20,044 | +312+1.56% | Add |
 ABBOTT LABORATORIESABT |
| 1.22% | 1.51% | $2.9M | 32,126 | $3.2M | 31,082 | +1,044+3.36% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 1.22% | 0.98% | $2.9M | 31,817 | $2.1M | 31,984 | -167-0.52% | Reduce |
 BLACKROCK INC COMBLK |
| 1.2% | 1.31% | $2.9M | 2,967 | $2.8M | 2,863 | +104+3.63% | Add |
 BOEING COBA |
| 1.12% | 1.11% | $2.7M | 12,303 | $2.3M | 11,780 | +523+4.44% | Add |
 IDEXX LABS INC COMIDXX |
| 1.09% | 1.24% | $2.6M | 4,919 | $2.6M | 4,656 | +263+5.65% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.95% | 1.03% | $2.3M | 12,630 | $2.2M | 12,099 | +531+4.39% | Add |
 LOWES COS INC COMLOW |
| 0.95% | 1.16% | $2.3M | 10,234 | $2.5M | 10,376 | -142-1.37% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.91% | 1.09% | $2.2M | 24,744 | $2.3M | 24,840 | -96-0.39% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.9% | 0.91% | $2.1M | 14,636 | $1.9M | 14,699 | -63-0.43% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.88% | 1.24% | $2.1M | 17,000 | $2.6M | 16,585 | +415+2.50% | Add |
 TJX COS INC NEWTJX |
| 0.87% | 1% | $2.1M | 13,668 | $2.1M | 13,252 | +416+3.14% | Add |
 BLACKSTONE INCBX |
| 0.86% | 0.92% | $2.1M | 17,531 | $1.9M | 16,839 | +692+4.11% | Add |
 CONOCOPHILLIPSCOP |
| 0.86% | 1.2% | $2.0M | 19,624 | $2.5M | 19,103 | +521+2.73% | Add |
 HCA HEALTHCARE INCHCA |
| 0.79% | 1.04% | $1.9M | 4,829 | $2.2M | 4,656 | +173+3.72% | Add |
 SALESFORCE INCCRM |
| 0.74% | 1.06% | $1.8M | 11,330 | $2.2M | 11,986 | -656-5.47% | Reduce |
 AMGEN INC COMAMGN |
| 0.72% | 0.79% | $1.7M | 4,748 | $1.7M | 4,734 | +14+0.30% | Add |
 BROADCOM INCAVGO |
| 0.71% | 0.46% | $1.7M | 4,486 | $978,052 | 3,160 | +1,326+41.96% | Add |
 COCA COLA COKO |
| 0.66% | 0.72% | $1.6M | 19,303 | $1.5M | 19,903 | -600-3.01% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 0.65% | 0.77% | $1.6M | 12,266 | $1.6M | 12,381 | -115-0.93% | Reduce |
 PEPSICO INCPEP |
| 0.61% | 0.8% | $1.5M | 10,756 | $1.7M | 10,867 | -111-1.02% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.61% | 0.66% | $1.5M | 4,106 | $1.4M | 4,082 | +24+0.59% | Add |
 EOG RES INCEOG |
| 0.6% | 0.71% | $1.4M | 11,124 | $1.5M | 10,391 | +733+7.05% | Add |
 DANAHER CORP DEL COMDHR |
| 0.57% | 0.66% | $1.4M | 7,129 | $1.4M | 7,379 | -250-3.39% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 0.55% | 0.8% | $1.3M | 4,461 | $1.7M | 4,898 | -437-8.92% | Reduce |
