 APPLE INCAAPL |
| 8.24% | 8.22% | $127.4M | 440,265 | $112.4M | 442,910 | -2,645-0.60% | Reduce |
 LAM RESEARCH CORPLRCX |
| 6.82% | 3.91% | $105.3M | 243,027 | $53.4M | 250,159 | -7,132-2.85% | Reduce |
 ALPHABET INCGOOGL |
| 5.74% | 5.27% | $88.7M | 248,226 | $72.1M | 250,822 | -2,596-1.03% | Reduce |
 QUANTA SVCS INCPWR |
| 5.2% | 4.82% | $80.3M | 111,586 | $65.9M | 120,023 | -8,437-7.03% | Reduce |
 MICROSOFT CORPMSFT |
| 3.6% | 4.35% | $55.6M | 149,160 | $59.4M | 160,527 | -11,367-7.08% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.95% | 2.8% | $45.6M | 129,074 | $38.2M | 133,334 | -4,260-3.19% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.76% | 3.04% | $42.7M | 168,188 | $41.5M | 169,933 | -1,745-1.03% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.73% | 2.81% | $42.1M | 128,730 | $38.4M | 130,442 | -1,712-1.31% | Reduce |
 VISA INCV |
| 2.11% | 2.23% | $32.7M | 95,210 | $30.5M | 100,853 | -5,643-5.60% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.93% | 2.75% | $29.9M | 218,431 | $37.6M | 221,590 | -3,159-1.43% | Reduce |
 GE AEROSPACEGE |
| 1.87% | 1.6% | $28.9M | 77,413 | $21.8M | 76,889 | +524+0.68% | Add |
 AMAZON COM INCAMZN |
| 1.86% | 1.86% | $28.7M | 120,266 | $25.4M | 121,913 | -1,647-1.35% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.84% | 2.24% | $28.4M | 30,371 | $30.6M | 30,691 | -320-1.04% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.79% | 2.05% | $27.6M | 55,115 | $28.1M | 57,096 | -1,981-3.47% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.62% | 1.65% | $25.0M | 124,777 | $22.6M | 129,347 | -4,570-3.53% | Reduce |
 ORACLE CORPORCL |
| 1.51% | 1.77% | $23.4M | 159,714 | $24.1M | 164,088 | -4,374-2.67% | Reduce |
 ABBVIE INCABBV |
| 1.45% | 1.7% | $22.4M | 88,895 | $23.2M | 106,579 | -17,684-16.59% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.36% | 1.27% | $21.1M | 62,242 | $17.4M | 57,571 | +4,671+8.11% | Add |
 ELI LILLY & COLLY |
| 1.34% | 1.4% | $20.7M | 17,226 | $19.1M | 20,790 | -3,564-17.14% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.31% | 1.35% | $20.3M | 72,047 | $18.5M | 76,160 | -4,113-5.40% | Reduce |
 GE VERNOVA INCGEV |
| 1.29% | 1.12% | $20.0M | 16,999 | $15.3M | 17,488 | -489-2.80% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.28% | 1.12% | $19.9M | 59,296 | $15.4M | 61,332 | -2,036-3.32% | Reduce |
 BROADCOM INCAVGO |
| 1.25% | 1.07% | $19.3M | 51,008 | $14.7M | 47,450 | +3,558+7.50% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.23% | 1.55% | $19.1M | 38,129 | $21.2M | 44,228 | -6,099-13.79% | Reduce |
 GENERAL AMERN INVS CO INCGAM |
| 1.21% | 1.26% | $18.7M | 293,958 | $17.2M | 293,958 | 00.00% | Unchanged |
 CORNING INCGLW |
| 1.14% | 0.65% | $17.6M | 68,774 | $8.8M | 64,919 | +3,855+5.94% | Add |
| FFIDELITY CONTRAFUNDFCNTX |
| 1.13% | 1.03% | $17.4M | 649,167 | $14.1M | 615,891 | +33,276+5.40% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.09% | 1.09% | $16.9M | 62,814 | $14.9M | 64,814 | -2,000-3.09% | Reduce |
 CATERPILLAR INCCAT |
| 1.03% | 0.79% | $15.9M | 14,952 | $10.8M | 15,312 | -360-2.35% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.96% | 1.16% | $14.9M | 169,575 | $15.9M | 171,125 | -1,550-0.91% | Reduce |
 META PLATFORMS INCMETA |
| 0.89% | 1.19% | $13.8M | 24,524 | $16.3M | 28,562 | -4,038-14.14% | Reduce |
| IINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.85% | 0.67% | $13.1M | 202,650 | $9.1M | 201,350 | +1,300+0.65% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.73% | 0.77% | $11.3M | 35,874 | $10.5M | 36,664 | -790-2.15% | Reduce |
 MERCK & CO INCMRK |
| 0.73% | 0.77% | $11.3M | 87,699 | $10.6M | 87,824 | -125-0.14% | Reduce |
 RTX CORPORATIONRTX |
| 0.73% | 0.85% | $11.3M | 59,375 | $11.7M | 60,605 | -1,230-2.03% | Reduce |
 BLACKSTONE INCBX |
| 0.71% | 0.84% | $11.0M | 93,725 | $11.5M | 99,740 | -6,015-6.03% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.7% | 0.58% | $10.8M | 90,276 | $7.9M | 11,272 | +79,004+700.89% | Add |
| BBANK OF AMER CORPBAC |
| 0.66% | 0.64% | $10.2M | 178,708 | $8.8M | 179,818 | -1,110-0.62% | Reduce |
| QQUALCOMM INCQCOM |
| 0.65% | 0.53% | $10.1M | 54,486 | $7.2M | 56,136 | -1,650-2.94% | Reduce |
| JJPMORGAN HEDGED EQUITY IJHEQX |
| 0.64% | 0.71% | $9.9M | 285,500 | $9.7M | 288,664 | -3,164-1.10% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 0.63% | 0.74% | $9.7M | 76,847 | $10.1M | 79,512 | -2,665-3.35% | Reduce |
 HOME DEPOT INCHD |
| 0.62% | 0.78% | $9.6M | 27,120 | $10.6M | 32,310 | -5,190-16.06% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.59% | 0.84% | $9.1M | 55,035 | $11.5M | 55,340 | -305-0.55% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.57% | 0.64% | $8.9M | 60,443 | $8.8M | 60,683 | -240-0.40% | Reduce |
 EATON CORP PLCETN |
| 0.57% | 0.58% | $8.7M | 20,525 | $7.9M | 22,078 | -1,553-7.03% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.52% | 0.52% | $8.0M | 42,002 | $7.1M | 41,889 | +113+0.27% | Add |
 LINDE PLCLIN |
| 0.5% | 0.51% | $7.7M | 14,887 | $7.0M | 14,159 | +728+5.14% | Add |
 INTEL CORPINTC |
| 0.48% | 0.18% | $7.5M | 53,527 | $2.4M | 54,777 | -1,250-2.28% | Reduce |
 UNION PAC CORPUNP |
| 0.47% | 0.47% | $7.2M | 26,506 | $6.5M | 26,631 | -125-0.47% | Reduce |
| MMOOG INCMOG/A |
| 0.46% | 0.36% | $7.1M | 16,767 | $4.9M | 16,767 | 00.00% | Unchanged |
