 MICRON TECHNOLOGY INCMU |
| 6.21% | 2.33% | $18.5M | 16,036 | $6.1M | 17,920 | -1,884-10.51% | Reduce |
 ALPHABET INCGOOGL |
| 6% | 5.81% | $17.9M | 50,035 | $15.1M | 52,455 | -2,420-4.61% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.07% | 5.08% | $15.1M | 75,435 | $13.2M | 75,617 | -182-0.24% | Reduce |
 APPLE INCAAPL |
| 4.9% | 5.19% | $14.6M | 50,402 | $13.5M | 53,146 | -2,744-5.16% | Reduce |
 ELI LILLY & COLLY |
| 4.69% | 4.12% | $14.0M | 11,647 | $10.7M | 11,643 | +4+0.03% | Add |
 MICROSOFT CORPMSFT |
| 4.05% | 4.02% | $12.1M | 32,358 | $10.4M | 28,180 | +4,178+14.83% | Add |
 ORACLE CORPORCL |
| 3% | 3.47% | $8.9M | 61,033 | $9.0M | 61,326 | -293-0.48% | Reduce |
 TJX COS INC NEWTJX |
| 2.66% | 3.51% | $7.9M | 52,365 | $9.1M | 57,056 | -4,691-8.22% | Reduce |
 ARISTA NETWORKS INCANET |
| 2.38% | 1.99% | $7.1M | 41,786 | $5.2M | 42,122 | -336-0.80% | Reduce |
 VISA INCV |
| 2.33% | 2.36% | $6.9M | 20,218 | $6.1M | 20,289 | -71-0.35% | Reduce |
 CISCO SYS INCCSCO |
| 1.98% | 1.42% | $5.9M | 50,307 | $3.7M | 47,507 | +2,800+5.89% | Add |
 AMGEN INC COMAMGN |
| 1.91% | 2.14% | $5.7M | 15,704 | $5.6M | 15,813 | -109-0.69% | Reduce |
 TRAVELERS COSTRV |
| 1.82% | 1.9% | $5.4M | 16,460 | $4.9M | 16,892 | -432-2.56% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.73% | 1.35% | $5.1M | 7,492 | $3.5M | 5,851 | +1,641+28.05% | Add |
 META PLATFORMS INCMETA |
| 1.71% | 2% | $5.1M | 9,064 | $5.2M | 9,074 | -10-0.11% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.64% | 1.7% | $4.9M | 14,882 | $4.4M | 15,012 | -130-0.87% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.55% | 2.3% | $4.6M | 33,668 | $6.0M | 35,162 | -1,494-4.25% | Reduce |
 EATON CORP PLCETN |
| 1.54% | 1.71% | $4.6M | 10,733 | $4.4M | 12,435 | -1,702-13.69% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.51% | 1.57% | $4.5M | 20,043 | $4.1M | 20,034 | +9+0.04% | Add |
 AMAZON COM INCAMZN |
| 1.4% | 1.4% | $4.2M | 17,452 | $3.6M | 17,497 | -45-0.26% | Reduce |
 PAYCHEX INC COMPAYX |
| 1.32% | 1.42% | $3.9M | 39,960 | $3.7M | 39,934 | +26+0.07% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.29% | 1.62% | $3.8M | 15,146 | $4.2M | 17,237 | -2,091-12.13% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.24% | 1.38% | $3.7M | 7,171 | $3.6M | 7,185 | -14-0.19% | Reduce |
 DISNEY WALT CODIS |
| 1.21% | 1.44% | $3.6M | 37,325 | $3.8M | 38,918 | -1,593-4.09% | Reduce |
| BBERKSHIRE HATHAWAY INC DEL CL B NEW |
| 1.13% | 0.05% | $3.4M | 6,713 | $139,447 | 291 | +6,422+2,206.87% | Add |
 AMERICAN EXPRESS COAXP |
| 1.1% | 1.14% | $3.3M | 9,682 | $3.0M | 9,772 | -90-0.92% | Reduce |
 SYSCO CORP COMSYY |
| 1.08% | 1.21% | $3.2M | 38,406 | $3.1M | 43,953 | -5,547-12.62% | Reduce |
 BROADCOM INCAVGO |
| 1.06% | 1% | $3.2M | 8,361 | $2.6M | 8,349 | +12+0.14% | Add |
 FAIR ISAAC CORPFICO |
| 1.02% | 1.06% | $3.0M | 2,539 | $2.7M | 2,568 | -29-1.13% | Reduce |
 HOME DEPOT INCHD |
| 1.01% | 1.08% | $3.0M | 8,557 | $2.8M | 8,542 | +15+0.18% | Add |
 SALESFORCE INCCRM |
| 1.01% | 1.38% | $3.0M | 19,189 | $3.6M | 19,177 | +12+0.06% | Add |
 MCDONALDS CORPMCD |
| 1% | — | $3.0M | 11,058 | $0 | 0 | +11,058 | New Buy |
 ILLINOIS TOOLITW |
| 0.99% | 1.1% | $3.0M | 10,957 | $2.8M | 10,927 | +30+0.27% | Add |
 ECOLAB INCECL |
| 0.98% | 1.07% | $2.9M | 10,437 | $2.8M | 10,444 | -7-0.07% | Reduce |
 ALLSTATE CORPALL |
| 0.98% | 0.99% | $2.9M | 12,211 | $2.6M | 12,388 | -177-1.43% | Reduce |
 CDW CORPCDW |
| 0.93% | 0.92% | $2.8M | 19,754 | $2.4M | 19,774 | -20-0.10% | Reduce |
 CINTAS CORP COMCTAS |
| 0.93% | 1.06% | $2.8M | 16,308 | $2.8M | 16,265 | +43+0.26% | Add |
 EMERSON ELEC COEMR |
| 0.91% | 0.96% | $2.7M | 19,018 | $2.5M | 18,967 | +51+0.27% | Add |
 ABBVIE INCABBV |
| 0.91% | 0.91% | $2.7M | 10,757 | $2.4M | 10,822 | -65-0.60% | Reduce |
| QQUALCOMM INCQCOM |
| 0.83% | 0.69% | $2.5M | 13,358 | $1.8M | 13,983 | -625-4.47% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.8% | 1.25% | $2.4M | 22,906 | $3.2M | 24,565 | -1,659-6.75% | Reduce |
 CENCORA INCCOR |
| 0.74% | 0.94% | $2.2M | 7,761 | $2.4M | 7,762 | -1-0.01% | Reduce |
 NOVO-NORDISK A SNVO |
| 0.73% | 0.64% | $2.2M | 45,062 | $1.7M | 45,062 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.71% | 1.03% | $2.1M | 12,688 | $2.7M | 12,987 | -299-2.30% | Reduce |
 HONEYWELL INTL INCHON |
| 0.67% | 1.74% | $2.0M | 8,968 | $4.5M | 19,975 | -11,007-55.10% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.67% | — | $2.0M | 8,969 | $0 | 0 | +8,969 | New Buy |
 ACCENTURE PLC IRELANDACN |
| 0.63% | 1.15% | $1.9M | 15,115 | $3.0M | 15,103 | +12+0.08% | Add |
 MERCK & CO INCMRK |
| 0.62% | 0.76% | $1.8M | 14,322 | $2.0M | 16,457 | -2,135-12.97% | Reduce |
 CATERPILLAR INCCAT |
| 0.6% | — | $1.8M | 1,692 | $0 | 0 | +1,692 | New Buy |
 AFLAC INC COMAFL |
| 0.6% | 0.67% | $1.8M | 15,209 | $1.7M | 15,859 | -650-4.10% | Reduce |
