 NVIDIA CORPORATIONNVDA |
| 40.01% | 42.27% | $46.7M | 233,255 | $41.9M | 224,679 | +8,576+3.82% | Add |
 APPLE INCAAPL |
| 12.14% | 9.7% | $14.2M | 48,923 | $9.6M | 35,358 | +13,565+38.36% | Add |
 GE VERNOVA INCGEV |
| 3.49% | 2.22% | $4.1M | 3,469 | $2.2M | 3,366 | +103+3.06% | Add |
 VULCAN MATLS COVMC |
| 2.99% | 3.35% | $3.5M | 11,839 | $3.3M | 11,651 | +188+1.61% | Add |
 NUCOR CORPNUE |
| 2.87% | 2.32% | $3.3M | 15,033 | $2.3M | 14,094 | +939+6.66% | Add |
 GE AEROSPACEGE |
| 2.47% | 0.24% | $2.9M | 7,712 | $236,658 | 768 | +6,944+904.17% | Add |
 FEDEX CORPFDX |
| 2.39% | 2.51% | $2.8M | 8,907 | $2.5M | 8,621 | +286+3.32% | Add |
 DUKE ENERGY CORP NEWDUK |
| 2.08% | 2.03% | $2.4M | 19,213 | $2.0M | 17,192 | +2,021+11.76% | Add |
 CISCO SYS INCCSCO |
| 1.72% | 1.25% | $2.0M | 17,045 | $1.2M | 16,069 | +976+6.07% | Add |
 BOEING COBA |
| 1.68% | 1.9% | $2.0M | 9,038 | $1.9M | 8,687 | +351+4.04% | Add |
 ABBOTT LABORATORIESABT |
| 1.54% | 2.38% | $1.8M | 19,849 | $2.4M | 18,859 | +990+5.25% | Add |
 MERCK & CO INCMRK |
| 1.54% | 1.49% | $1.8M | 13,988 | $1.5M | 14,022 | -34-0.24% | Reduce |
 AMAZON COM INCAMZN |
| 1.52% | 1.38% | $1.8M | 7,437 | $1.4M | 5,550 | +1,887+34.00% | Add |
 FREEPORT MCMORAN INCFCX |
| 1.51% | 1.36% | $1.8M | 28,006 | $1.4M | 26,580 | +1,426+5.36% | Add |
 TARGET CORP COMTGT |
| 1.41% | 1.18% | $1.6M | 12,560 | $1.2M | 12,007 | +553+4.61% | Add |
 TEXTRON INCTXT |
| 1.31% | 1.38% | $1.5M | 16,657 | $1.4M | 15,694 | +963+6.14% | Add |
 ELI LILLY & COLLY |
| 1.28% | 1.29% | $1.5M | 1,243 | $1.3M | 1,190 | +53+4.45% | Add |
 ALPHABET INCGOOGL |
| 1.13% | 0.94% | $1.3M | 3,695 | $935,776 | 2,989 | +706+23.62% | Add |
 DEERE & CODE |
| 1.08% | 0.94% | $1.3M | 1,994 | $928,347 | 1,994 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 1.07% | 0.24% | $1.2M | 8,931 | $241,695 | 6,550 | +2,381+36.35% | Add |
 DISNEY WALT CODIS |
| 0.94% | 1.33% | $1.1M | 11,397 | $1.3M | 11,618 | -221-1.90% | Reduce |
 HONEYWELL INTL INCHON |
| 0.92% | 1.84% | $1.1M | 4,878 | $1.8M | 9,354 | -4,476-47.85% | Reduce |
 OLIN CORP COM PAR $1OLN |
| 0.85% | 0.95% | $992,566 | 50,079 | $938,891 | 45,074 | +5,005+11.10% | Add |
 CONSTELLATION BRANDS INCSTZ |
| 0.81% | 0.95% | $944,421 | 6,790 | $939,921 | 6,813 | -23-0.34% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.8% | 0.27% | $938,370 | 3,100 | $269,359 | 3,100 | 00.00% | Unchanged |
 KIMBERLY-CLARK CORPKMB |
| 0.8% | 0.8% | $928,654 | 8,460 | $789,565 | 7,826 | +634+8.10% | Add |
 MICROSOFT CORPMSFT |
| 0.79% | 1.16% | $918,411 | 2,462 | $1.1M | 2,375 | +87+3.66% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.63% | 0.78% | $730,659 | 2,598 | $769,418 | 2,598 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.59% | 0.61% | $688,726 | 4,697 | $603,872 | 4,214 | +483+11.46% | Add |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.58% | — | $671,648 | 4,448 | $0 | 0 | +4,448 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.54% | 0.56% | $635,115 | 3,832 | $550,588 | 3,613 | +219+6.06% | Add |
 EXXON MOBIL CORPXOM |
| 0.5% | — | $582,615 | 4,261 | $0 | 0 | +4,261 | New Buy |
 COCA COLA COKO |
| 0.5% | 0.49% | $582,341 | 7,166 | $484,224 | 6,926 | +240+3.47% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.47% | 0.43% | $553,675 | 2,180 | $423,335 | 2,046 | +134+6.55% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.46% | 0.67% | $539,015 | 4,620 | $666,385 | 3,749 | +871+23.23% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.45% | — | $528,000 | 458 | $0 | 0 | +458 | New Buy |
 CATERPILLAR INCCAT |
| 0.43% | 0.28% | $502,000 | 472 | $277,974 | 485 | -13-2.68% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.35% | 0.34% | $406,419 | 434 | $332,771 | 386 | +48+12.44% | Add |
 JPMORGAN CHASE & COJPM |
| 0.34% | 0.37% | $395,917 | 1,210 | $363,563 | 1,128 | +82+7.27% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.31% | 0.37% | $361,282 | 722 | $362,913 | 722 | 00.00% | Unchanged |
 KINROSS GOLD CORPKGC |
| 0.29% | 0.33% | $333,609 | 14,124 | $331,837 | 11,784 | +2,340+19.86% | Add |
 PALO ALTOPANW |
| 0.28% | — | $331,471 | 972 | $0 | 0 | +972 | New Buy |
 TRUIST FINL CORPTFC |
| 0.25% | — | $296,134 | 5,944 | $0 | 0 | +5,944 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.25% | — | $293,360 | 505 | $0 | 0 | +505 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.23% | 0.23% | $268,512 | 4,712 | $223,810 | 4,069 | +643+15.80% | Add |
 SOUTHERN COSO |
| 0.23% | 0.23% | $266,521 | 2,785 | $229,559 | 2,633 | +152+5.77% | Add |
 EMERSON ELEC COEMR |
| 0.22% | 0.24% | $259,960 | 1,816 | $241,020 | 1,816 | 00.00% | Unchanged |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.21% | 0.32% | $248,197 | 13,153 | $321,356 | 13,588 | -435-3.20% | Reduce |
 RTX CORPORATIONRTX |
| 0.2% | 0.22% | $229,590 | 1,210 | $214,202 | 1,168 | +42+3.60% | Add |
 META PLATFORMS INCMETA |
| 0.19% | 0.23% | $215,976 | 383 | $232,279 | 352 | +31+8.81% | Add |
