 LAM RESEARCH CORPLRCX |
| 5.63% | 3.39% | $237.0M | 546,875 | $128.0M | 598,959 | -52,084-8.70% | Reduce |
 ALPHABET INCGOOGL |
| 5.4% | 4.97% | $227.2M | 635,810 | $187.7M | 652,877 | -17,067-2.61% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.62% | 4.51% | $194.6M | 972,431 | $170.5M | 977,733 | -5,302-0.54% | Reduce |
 APPLE INCAAPL |
| 3.86% | 3.84% | $162.5M | 561,437 | $144.9M | 570,828 | -9,391-1.65% | Reduce |
 MICROSOFT CORPMSFT |
| 3.81% | 4.27% | $160.4M | 430,040 | $161.2M | 435,551 | -5,511-1.27% | Reduce |
 AMAZON COM INCAMZN |
| 3.29% | 3.23% | $138.7M | 582,131 | $122.0M | 585,583 | -3,452-0.59% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.96% | 3% | $124.5M | 380,490 | $113.5M | 385,784 | -5,294-1.37% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 2.21% | 2.53% | $93.1M | 514,894 | $95.7M | 579,029 | -64,135-11.08% | Reduce |
| VVANGUARD MIDVO |
| 1.99% | 1.93% | $83.8M | 1.0M | $72.8M | 253,498 | +786,453+310.24% | Add |
 ASSOCIATED BANC-CORP COMASB |
| 1.81% | 1.77% | $76.3M | 2.5M | $66.9M | 2.6M | -109,551-4.23% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.72% | 2.41% | $72.6M | 530,889 | $91.0M | 536,196 | -5,307-0.99% | Reduce |
 ELI LILLY & COLLY |
| 1.7% | 1.44% | $71.5M | 59,627 | $54.3M | 59,063 | +564+0.95% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.26% | 1.2% | $52.9M | 77,015 | $45.1M | 75,534 | +1,481+1.96% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.24% | 1.32% | $52.1M | 104,096 | $49.9M | 104,227 | -131-0.13% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.13% | 1.09% | $47.4M | 218,741 | $41.1M | 210,162 | +8,579+4.08% | Add |
 KIMBERLY-CLARK CORPKMB |
| 1.12% | 1.13% | $47.2M | 430,287 | $42.8M | 443,517 | -13,230-2.98% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.11% | 1.26% | $46.9M | 508,338 | $47.7M | 507,705 | +633+0.12% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.1% | 1.2% | $46.3M | 641,250 | $45.4M | 631,235 | +10,015+1.59% | Add |
 SERVICENOW INCNOW |
| 1.05% | 1.22% | $44.1M | 444,522 | $46.1M | 441,028 | +3,494+0.79% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.05% | 1.03% | $44.0M | 58,953 | $38.9M | 59,811 | -858-1.43% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 1.03% | 1.06% | $43.5M | 216,846 | $40.1M | 219,866 | -3,020-1.37% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.98% | 0.92% | $41.3M | 136,256 | $34.9M | 133,084 | +3,172+2.38% | Add |
 CATERPILLAR INCCAT |
| 0.98% | 0.75% | $41.3M | 38,746 | $28.3M | 39,982 | -1,236-3.09% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.92% | 0.82% | $38.8M | 200,579 | $30.9M | 181,003 | +19,576+10.82% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.91% | 0.93% | $38.5M | 151,471 | $35.0M | 143,311 | +8,160+5.69% | Add |
 CISCO SYS INCCSCO |
| 0.87% | 0.65% | $36.6M | 311,285 | $24.7M | 318,232 | -6,947-2.18% | Reduce |
 SALESFORCE INCCRM |
| 0.86% | 1.16% | $36.2M | 230,809 | $43.7M | 233,851 | -3,042-1.30% | Reduce |
 META PLATFORMS INCMETA |
| 0.85% | 0.99% | $36.0M | 63,839 | $37.2M | 65,044 | -1,205-1.85% | Reduce |
 LOWES COS INC COMLOW |
| 0.82% | 0.97% | $34.4M | 156,196 | $36.7M | 155,495 | +701+0.45% | Add |
 SYSCO CORP COMSYY |
| 0.81% | 0.33% | $33.9M | 405,972 | $12.4M | 173,988 | +231,984+133.33% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.8% | 0.77% | $33.9M | 404,746 | $28.9M | 385,308 | +19,438+5.04% | Add |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.73% | $33.5M | 94,874 | $27.5M | 95,707 | -833-0.87% | Reduce |
 CUMMINS INCCMI |
| 0.79% | 0.68% | $33.3M | 46,722 | $25.7M | 47,792 | -1,070-2.24% | Reduce |
 EATON CORP PLCETN |
| 0.77% | 0.74% | $32.4M | 76,119 | $27.9M | 78,123 | -2,004-2.57% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 0.76% | 0.78% | $31.9M | 409,223 | $29.6M | 377,154 | +32,069+8.50% | Add |
 PROCTER & GAMBLE COPG |
| 0.75% | 0.83% | $31.6M | 215,309 | $31.5M | 218,116 | -2,807-1.29% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.74% | 0.58% | $31.1M | 163,253 | $21.9M | 164,423 | -1,170-0.71% | Reduce |
 RTX CORPORATIONRTX |
| 0.73% | 0.89% | $30.6M | 161,308 | $33.7M | 174,555 | -13,247-7.59% | Reduce |
 NETFLIX INCNFLX |
| 0.71% | 1.01% | $29.9M | 419,114 | $38.3M | 397,840 | +21,274+5.35% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.69% | 0.74% | $29.0M | 56,369 | $27.9M | 55,909 | +460+0.82% | Add |
| VVANGUARD INDEX FDSVOT |
| 0.67% | 0.63% | $28.0M | 91,552 | $23.8M | 92,668 | -1,116-1.20% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.66% | 0.6% | $27.7M | 321,776 | $22.6M | 51,806 | +269,970+521.12% | Add |
| IISHARES TRIEFA |
| 0.65% | 0.67% | $27.4M | 283,379 | $25.4M | 280,427 | +2,952+1.05% | Add |
 BLACKROCK INC COMBLK |
| 0.65% | 0.74% | $27.4M | 28,446 | $27.9M | 29,052 | -606-2.09% | Reduce |
 MCDONALDS CORPMCD |
| 0.65% | 0.79% | $27.3M | 101,071 | $29.9M | 96,049 | +5,022+5.23% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.64% | 0.72% | $27.2M | 92,619 | $27.3M | 93,845 | -1,226-1.31% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.63% | 0.87% | $26.6M | 160,743 | $33.0M | 159,494 | +1,249+0.78% | Add |
 WOODWARD INCWWD |
| 0.62% | 0.58% | $26.0M | 61,163 | $21.9M | 61,163 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.61% | 0.6% | $25.7M | 94,457 | $22.7M | 93,760 | +697+0.74% | Add |
 ALLSTATE CORPALL |
| 0.6% | 0.59% | $25.1M | 105,657 | $22.2M | 106,882 | -1,225-1.15% | Reduce |
