 APPLE INCAAPL |
| 8.57% | 8.57% | $41.3M | 142,681 | $37.0M | 145,615 | -2,934-2.01% | Reduce |
 ALPHABET INCGOOGL |
| 5.23% | 4.65% | $25.2M | 70,577 | $20.1M | 69,788 | +789+1.13% | Add |
 AMAZON COM INCAMZN |
| 3.64% | 3.53% | $17.6M | 73,690 | $15.2M | 73,050 | +640+0.88% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 3.08% | 2.01% | $14.9M | 78,002 | $8.7M | 65,161 | +12,841+19.71% | Add |
 MICROSOFT CORPMSFT |
| 2.98% | 3.27% | $14.4M | 38,484 | $14.1M | 38,107 | +377+0.99% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.83% | 2.75% | $13.7M | 68,243 | $11.9M | 68,104 | +139+0.20% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.74% | 2.66% | $13.2M | 17,682 | $11.5M | 17,637 | +45+0.26% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.36% | 2.63% | $11.4M | 44,744 | $11.3M | 46,406 | -1,662-3.58% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.19% | 0.85% | $10.6M | 18,205 | $3.7M | 18,109 | +96+0.53% | Add |
 UNITED PARCEL SVCS INCUPS |
| 2.14% | 2.16% | $10.3M | 95,800 | $9.3M | 94,617 | +1,183+1.25% | Add |
 HALLIBURTON CO COMHAL |
| 1.96% | 2.51% | $9.5M | 278,676 | $10.8M | 277,715 | +961+0.35% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.95% | 2.02% | $9.4M | 59,226 | $8.7M | 59,422 | -196-0.33% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.88% | 2.81% | $9.1M | 213,857 | $12.1M | 241,198 | -27,341-11.34% | Reduce |
 PEPSICO INCPEP |
| 1.77% | 2.28% | $8.5M | 63,065 | $9.8M | 63,263 | -198-0.31% | Reduce |
 SMUCKER J M COSJM |
| 1.66% | 1.57% | $8.0M | 71,022 | $6.8M | 69,995 | +1,027+1.47% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.62% | 1.39% | $7.8M | 66,944 | $6.0M | 40,949 | +25,995+63.48% | Add |
 MOSAIC COMOS |
| 1.57% | 2.13% | $7.6M | 357,336 | $9.2M | 360,665 | -3,329-0.92% | Reduce |
 UNION PAC CORPUNP |
| 1.54% | 1.54% | $7.4M | 27,357 | $6.6M | 27,301 | +56+0.21% | Add |
 CHEVRON CORPORATIONCVX |
| 1.52% | 2.09% | $7.3M | 44,095 | $9.0M | 43,601 | +494+1.13% | Add |
 HOME DEPOT INCHD |
| 1.51% | 1.55% | $7.3M | 20,645 | $6.7M | 20,255 | +390+1.93% | Add |
 RTX CORPORATIONRTX |
| 1.4% | 1.58% | $6.7M | 35,436 | $6.8M | 35,260 | +176+0.50% | Add |
 VERTIV HOLDINGS COVRT |
| 1.36% | 1.13% | $6.6M | 19,582 | $4.9M | 19,432 | +150+0.77% | Add |
| SSPDR SER TR S&PXSD |
| 1.36% | — | $6.6M | 10,504 | $0 | 0 | +10,504 | New Buy |
 MERCK & CO INCMRK |
| 1.35% | 1.42% | $6.5M | 50,638 | $6.1M | 50,733 | -95-0.19% | Reduce |
| SSTATE STREETXLI |
| 1.33% | 1.3% | $6.4M | 34,605 | $5.6M | 34,777 | -172-0.49% | Reduce |
| IINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 1.31% | — | $6.3M | 97,770 | $0 | 0 | +97,770 | New Buy |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.27% | 1.48% | $6.1M | 6,550 | $6.4M | 6,410 | +140+2.18% | Add |
| TTYSON FOODS INCTSN |
| 1.26% | 1.61% | $6.1M | 105,895 | $6.9M | 108,434 | -2,539-2.34% | Reduce |
 ABBVIE INCABBV |
| 1.22% | 1.17% | $5.9M | 23,456 | $5.1M | 23,291 | +165+0.71% | Add |
 BROADCOM INCAVGO |
| 1.18% | 1.07% | $5.7M | 15,099 | $4.6M | 14,877 | +222+1.49% | Add |
 FEDEX CORPFDX |
| 1.17% | 1.47% | $5.7M | 18,050 | $6.3M | 17,822 | +228+1.28% | Add |
 CSX CORPCSX |
| 1.16% | 1.11% | $5.6M | 117,310 | $4.8M | 116,860 | +450+0.39% | Add |
 AMGEN INC COMAMGN |
| 1.13% | 1.22% | $5.5M | 15,056 | $5.3M | 14,993 | +63+0.42% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.11% | — | $5.4M | 19,081 | $0 | 0 | +19,081 | New Buy |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.05% | 1.22% | $5.1M | 87,958 | $5.3M | 86,983 | +975+1.12% | Add |
| IISHARES TRIVV |
| 1% | 1.03% | $4.8M | 6,446 | $4.4M | 6,769 | -323-4.77% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.94% | 0.95% | $4.5M | 6,598 | $4.1M | 6,871 | -273-3.97% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.91% | 1.01% | $4.4M | 15,025 | $4.3M | 14,920 | +105+0.70% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.89% | 1.93% | $4.3M | 56,415 | $8.3M | 114,336 | -57,921-50.66% | Reduce |
 AUTODESK INCADSK |
| 0.83% | — | $4.0M | 20,609 | $0 | 0 | +20,609 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.78% | 0.23% | $3.8M | 3,256 | $993,923 | 2,942 | +314+10.67% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 0.75% | 0.72% | $3.6M | 77,884 | $3.1M | 78,179 | -295-0.38% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.68% | — | $3.3M | 19,043 | $0 | 0 | +19,043 | New Buy |
 STANLEY BLACK & DECKER INCSWK |
| 0.67% | 0.56% | $3.2M | 34,324 | $2.4M | 34,019 | +305+0.90% | Add |
| QQUALCOMM INCQCOM |
| 0.66% | 0.6% | $3.2M | 17,102 | $2.6M | 20,100 | -2,998-14.92% | Reduce |
| IISHARES SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.63% | 0.78% | $3.0M | 59,707 | $3.4M | 66,226 | -6,519-9.84% | Reduce |
| FFIRST TR EXCHNG TRADED FD VIDAUG |
| 0.6% | 0.62% | $2.9M | 61,759 | $2.7M | 61,794 | -35-0.06% | Reduce |
| IISHARES TRTIP |
| 0.59% | 1.19% | $2.9M | 26,121 | $5.1M | 46,338 | -20,217-43.63% | Reduce |
 HONEYWELL INTL INCHON |
| 0.59% | 1.32% | $2.8M | 12,685 | $5.7M | 25,093 | -12,408-49.45% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.59% | 0.62% | $2.8M | 5,651 | $2.7M | 5,577 | +74+1.33% | Add |
