 NVIDIA CORPORATIONNVDA |
| 11.02% | 8.96% | $21.4M | 173,450 | $16.6M | 18,400 | +155,050+842.66% | Add |
 MICROSOFT CORPMSFT |
| 5.43% | 5.55% | $10.6M | 23,610 | $10.3M | 24,460 | -850-3.48% | Reduce |
 APPLE INCAAPL |
| 4.27% | 3.76% | $8.3M | 39,374 | $7.0M | 40,649 | -1,275-3.14% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.46% | 3.31% | $6.7M | 28,461 | $6.1M | 29,786 | -1,325-4.45% | Reduce |
| VVANGUARD WORLD FDVGT |
| 3.11% | 3.03% | $6.0M | 10,488 | $5.6M | 10,703 | -215-2.01% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.5% | 2.91% | $4.9M | 33,269 | $5.4M | 34,069 | -800-2.35% | Reduce |
| QQUALCOMM INCQCOM |
| 2.11% | 1.91% | $4.1M | 20,567 | $3.5M | 20,967 | -400-1.91% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 2.1% | 2.54% | $4.1M | 8,057 | $4.7M | 8,467 | -410-4.84% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.04% | 1.78% | $4.0M | 21,590 | $3.3M | 21,660 | -70-0.32% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.04% | 2.33% | $4.0M | 7,159 | $4.3M | 7,449 | -290-3.89% | Reduce |
 BROADCOM INCAVGO |
| 1.9% | 0.16% | $3.7M | 2,300 | $304,844 | 230 | +2,070+900.00% | Add |
 RTX CORPORATIONRTX |
| 1.89% | 2.02% | $3.7M | 36,664 | $3.7M | 38,414 | -1,750-4.56% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.84% | 1.75% | $3.6M | 15,700 | $3.3M | 16,450 | -750-4.56% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.62% | 1.51% | $3.1M | 3,700 | $2.8M | 3,825 | -125-3.27% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.59% | 1.54% | $3.1M | 15,895 | $2.9M | 16,395 | -500-3.05% | Reduce |
 PALO ALTOPANW |
| 1.57% | 1.38% | $3.1M | 9,025 | $2.6M | 9,025 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.47% | 1.48% | $2.8M | 14,745 | $2.8M | 15,250 | -505-3.31% | Reduce |
 ELI LILLY & COLLY |
| 1.46% | 1.34% | $2.8M | 3,140 | $2.5M | 3,190 | -50-1.57% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.41% | 1.46% | $2.7M | 5,885 | $2.7M | 5,960 | -75-1.26% | Reduce |
 LINDE PLCLIN |
| 1.39% | 1.63% | $2.7M | 6,143 | $3.0M | 6,493 | -350-5.39% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.38% | 1.58% | $2.7M | 11,250 | $2.9M | 11,750 | -500-4.26% | Reduce |
 MERCK & CO INCMRK |
| 1.37% | 1.55% | $2.7M | 21,524 | $2.9M | 21,749 | -225-1.03% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 1.31% | 1.67% | $2.5M | 11,841 | $3.1M | 12,141 | -300-2.47% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.27% | 1.33% | $2.5M | 14,933 | $2.5M | 15,198 | -265-1.74% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.22% | 1.23% | $2.4M | 10,521 | $2.3M | 10,671 | -150-1.41% | Reduce |
 ILLINOIS TOOLITW |
| 1.16% | 1.38% | $2.2M | 9,476 | $2.6M | 9,526 | -50-0.52% | Reduce |
 HONEYWELL INTL INCHON |
| 1.14% | 1.16% | $2.2M | 10,390 | $2.2M | 10,490 | -100-0.95% | Reduce |
 KLA CORPKLAC |
| 1.13% | 1% | $2.2M | 2,660 | $1.9M | 2,660 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 1.08% | 1.04% | $2.1M | 6,737 | $1.9M | 6,762 | -25-0.37% | Reduce |
 HOME DEPOT INCHD |
| 1.05% | 1.23% | $2.0M | 5,949 | $2.3M | 5,949 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 1.05% | 1.21% | $2.0M | 9,042 | $2.2M | 9,117 | -75-0.82% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.04% | 1.21% | $2.0M | 12,425 | $2.2M | 12,450 | -25-0.20% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.03% | 0.89% | $2.0M | 5,725 | $1.7M | 5,725 | 00.00% | Unchanged |
 CME GROUP INCCME |
| 1.02% | 1.18% | $2.0M | 10,080 | $2.2M | 10,155 | -75-0.74% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.02% | 0.97% | $2.0M | 1,861 | $1.8M | 1,861 | 00.00% | Unchanged |
 CINCINNATI FINL CORP COMCINF |
| 0.99% | 1.09% | $1.9M | 16,234 | $2.0M | 16,234 | 00.00% | Unchanged |
 WABTECWAB |
| 0.97% | 0.94% | $1.9M | 11,966 | $1.7M | 11,966 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.96% | 1.05% | $1.9M | 39,190 | $2.0M | 39,190 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.9% | 0.9% | $1.7M | 6,780 | $1.7M | 6,900 | -120-1.74% | Reduce |
 PEPSICO INCPEP |
| 0.88% | 0.99% | $1.7M | 10,415 | $1.8M | 10,530 | -115-1.09% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.88% | 0.94% | $1.7M | 5,575 | $1.7M | 5,575 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.85% | 1.1% | $1.7M | 4,072 | $2.0M | 4,872 | -800-16.42% | Reduce |
 ABBVIE INCABBV |
| 0.83% | 0.98% | $1.6M | 9,362 | $1.8M | 10,012 | -650-6.49% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.8% | — | $1.5M | 13,464 | $0 | 0 | +13,464 | New Buy |
 EDWARDS LIFESCIENCES CORPEW |
| 0.79% | 0.92% | $1.5M | 16,650 | $1.7M | 17,925 | -1,275-7.11% | Reduce |
 CUMMINS INCCMI |
| 0.78% | 0.87% | $1.5M | 5,470 | $1.6M | 5,470 | 00.00% | Unchanged |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.78% | 0.77% | $1.5M | 11,666 | $1.4M | 11,666 | 00.00% | Unchanged |
 AEROVIRONMENT INCAVAV |
| 0.76% | 0.67% | $1.5M | 8,100 | $1.2M | 8,100 | 00.00% | Unchanged |
 Genuine Parts Co ComGPC |
| 0.75% | 0.89% | $1.5M | 10,600 | $1.6M | 10,600 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 0.74% | 0.7% | $1.4M | 2,580 | $1.3M | 2,580 | 00.00% | Unchanged |
