 CHEVRON CORPORATIONCVX |
| 1.24% | 1.23% | $7.9M | 47,377 | $6.3M | 30,268 | +17,109+56.53% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.13% | 0.87% | $7.1M | 20,149 | $4.4M | 12,936 | +7,213+55.76% | Add |
 RTX CORPORATIONRTX |
| 1.05% | 0.29% | $6.7M | 35,077 | $1.5M | 7,656 | +27,421+358.16% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.02% | 0.1% | $6.5M | 39,541 | $519,121 | 3,008 | +36,533+1,214.53% | Add |
 CHUBB LIMITEDCB |
| 1.01% | 0.57% | $6.3M | 18,632 | $2.9M | 8,852 | +9,780+110.48% | Add |
 TJX COS INC NEWTJX |
| 1% | 1.35% | $6.3M | 41,681 | $6.8M | 42,823 | -1,142-2.67% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.95% | 0.73% | $6.0M | 66,250 | $3.7M | 36,198 | +30,052+83.02% | Add |
 EQUINIX INCEQIX |
| 0.93% | 0.1% | $5.9M | 5,643 | $488,160 | 498 | +5,145+1,033.13% | Add |
 PEPSICO INCPEP |
| 0.93% | 1.1% | $5.9M | 43,217 | $5.6M | 36,030 | +7,187+19.95% | Add |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 0.91% | 0.52% | $5.8M | 70,982 | $2.6M | 32,673 | +38,309+117.25% | Add |
 LINDE PLCLIN |
| 0.9% | 0.49% | $5.7M | 10,938 | $2.5M | 4,974 | +5,964+119.90% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.89% | 0.26% | $5.6M | 11,202 | $1.3M | 2,724 | +8,478+311.23% | Add |
 SYSCO CORP COMSYY |
| 0.88% | 0.93% | $5.6M | 66,785 | $4.7M | 66,525 | +260+0.39% | Add |
 NISOURCE INC COMNI |
| 0.87% | 0.18% | $5.5M | 115,901 | $930,074 | 19,933 | +95,968+481.45% | Add |
 BLACKROCK INC COMBLK |
| 0.86% | 0.47% | $5.4M | 5,638 | $2.4M | 2,487 | +3,151+126.70% | Add |
 AMPHENOL CORPAPH |
| 0.85% | 0.37% | $5.3M | 30,327 | $1.9M | 14,804 | +15,523+104.86% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.84% | 0.45% | $5.3M | 36,586 | $2.3M | 19,206 | +17,380+90.49% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 0.83% | 0.61% | $5.2M | 196,200 | $3.1M | 113,379 | +82,821+73.05% | Add |
 SEMPRA COMSRE |
| 0.82% | 0.79% | $5.2M | 55,930 | $4.0M | 41,575 | +14,355+34.53% | Add |
 ELECTRONIC ARTS INCEA |
| 0.81% | 1.17% | $5.1M | 25,065 | $6.0M | 29,246 | -4,181-14.30% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.81% | 0.36% | $5.1M | 25,685 | $1.8M | 10,553 | +15,132+143.39% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.81% | 0.82% | $5.1M | 9,996 | $4.2M | 6,914 | +3,082+44.58% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.8% | 0.38% | $5.0M | 9,909 | $2.0M | 2,862 | +7,047+246.23% | Add |
 AIRBNB INC COM CL AABNB |
| 0.79% | 0.58% | $5.0M | 34,708 | $2.9M | 23,325 | +11,383+48.80% | Add |
 3M CO COMMMM |
| 0.78% | 1.1% | $4.9M | 30,487 | $5.6M | 38,376 | -7,889-20.56% | Reduce |
| CCIGNA GROUPLIBD |
| 0.78% | 0.62% | $4.9M | 17,780 | $3.2M | 11,876 | +5,904+49.71% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.78% | 0.28% | $4.9M | 4,239 | $1.4M | 4,255 | -16-0.38% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.78% | 1.09% | $4.9M | 27,451 | $5.5M | 1,315 | +26,136+1,987.53% | Add |
 OCCIDENTAL PETE CORPOXY |
| 0.77% | — | $4.8M | 99,535 | $0 | 0 | +99,535 | New Buy |
 KENVUE INC COMKVUE |
| 0.76% | 0.49% | $4.8M | 252,002 | $2.5M | 145,367 | +106,635+73.36% | Add |
 NUCOR CORPNUE |
| 0.76% | 0.31% | $4.8M | 21,439 | $1.6M | 9,422 | +12,017+127.54% | Add |
 GENERAL MTRS COGM |
| 0.76% | 0.67% | $4.8M | 61,899 | $3.4M | 45,484 | +16,415+36.09% | Add |
 AFLAC INC COMAFL |
| 0.74% | 0.57% | $4.7M | 39,779 | $2.9M | 26,525 | +13,254+49.97% | Add |
 FEDEX CORPFDX |
| 0.73% | 0.37% | $4.6M | 14,756 | $1.9M | 5,273 | +9,483+179.84% | Add |
 JPMORGAN CHASE & COJPM |
| 0.72% | 0.52% | $4.6M | 13,924 | $2.6M | 8,956 | +4,968+55.47% | Add |
 ROSS STORES INC COMROST |
| 0.71% | 0.66% | $4.5M | 21,022 | $3.4M | 15,522 | +5,500+35.43% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.71% | 0.4% | $4.5M | 4,769 | $2.0M | 2,023 | +2,746+135.74% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.71% | 0.85% | $4.5M | 8,966 | $4.3M | 9,654 | -688-7.13% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.68% | 0.58% | $4.3M | 29,381 | $2.9M | 20,291 | +9,090+44.80% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.68% | 0.37% | $4.3M | 57,232 | $1.9M | 25,241 | +31,991+126.74% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.67% | — | $4.2M | 10,889 | $0 | 0 | +10,889 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.67% | 0.39% | $4.2M | 45,590 | $2.0M | 21,401 | +24,189+113.03% | Add |
 AMETEK INC COMAME |
| 0.66% | 0.71% | $4.2M | 17,321 | $3.6M | 16,912 | +409+2.42% | Add |
 EXXON MOBIL CORPXOM |
| 0.66% | 0.08% | $4.1M | 30,309 | $391,236 | 2,306 | +28,003+1,214.35% | Add |
 STATE STR CORP COMSTT |
| 0.65% | 0.09% | $4.1M | 24,282 | $442,960 | 3,500 | +20,782+593.77% | Add |
 CHURCH & DWIGHTCHD |
| 0.62% | 0.27% | $3.9M | 40,646 | $1.4M | 14,714 | +25,932+176.24% | Add |
 COPART INC COMCPRT |
| 0.62% | 0.32% | $3.9M | 139,602 | $1.6M | 49,234 | +90,368+183.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.62% | 0.26% | $3.9M | 6,716 | $1.3M | 6,541 | +175+2.68% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.61% | — | $3.8M | 7,467 | $0 | 0 | +7,467 | New Buy |
| AAMEREN CORP COMDHS |
| 0.61% | 0.47% | $3.8M | 33,917 | $2.4M | 21,723 | +12,194+56.13% | Add |
