 APPLE INCAAPL |
| 5.89% | 6.04% | $19.7M | 68,020 | $20.5M | 80,584 | -12,564-15.59% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.01% | 4.49% | $16.7M | 47,383 | $15.2M | 53,023 | -5,640-10.64% | Reduce |
 MICROSOFT CORPMSFT |
| 4.48% | 4.7% | $15.0M | 40,104 | $15.9M | 43,021 | -2,917-6.78% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.38% | 1.86% | $11.3M | 19,462 | $6.3M | 31,010 | -11,548-37.24% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.2% | 3.1% | $10.7M | 32,712 | $10.5M | 35,713 | -3,001-8.40% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.82% | 2.84% | $9.4M | 37,154 | $9.6M | 39,298 | -2,144-5.46% | Reduce |
 ELI LILLY & COLLY |
| 2.74% | 2.3% | $9.2M | 7,645 | $7.8M | 8,484 | -839-9.89% | Reduce |
 AMAZON COM INCAMZN |
| 2.44% | 2.22% | $8.2M | 34,261 | $7.5M | 36,120 | -1,859-5.15% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.27% | 2.94% | $7.6M | 55,438 | $10.0M | 58,800 | -3,362-5.72% | Reduce |
 ALPHABET INCGOOGL |
| 2.15% | 1.84% | $7.2M | 20,127 | $6.2M | 21,720 | -1,593-7.33% | Reduce |
 WALMART INCWMT |
| 1.98% | 2.44% | $6.6M | 58,387 | $8.3M | 66,417 | -8,030-12.09% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.88% | 1.91% | $6.3M | 12,543 | $6.5M | 13,474 | -931-6.91% | Reduce |
 CISCO SYS INCCSCO |
| 1.74% | 1.28% | $5.8M | 49,506 | $4.3M | 55,959 | -6,453-11.53% | Reduce |
 TJX COS INC NEWTJX |
| 1.65% | 1.89% | $5.5M | 36,395 | $6.4M | 40,171 | -3,776-9.40% | Reduce |
 PALO ALTOPANW |
| 1.63% | 0.86% | $5.5M | 15,990 | $2.9M | 18,200 | -2,210-12.14% | Reduce |
 VISA INCV |
| 1.62% | 1.52% | $5.4M | 15,746 | $5.1M | 17,034 | -1,288-7.56% | Reduce |
 SOUTHERN COSO |
| 1.56% | 1.76% | $5.2M | 54,344 | $6.0M | 61,748 | -7,404-11.99% | Reduce |
 MERCK & CO INCMRK |
| 1.54% | 1.55% | $5.1M | 39,979 | $5.3M | 43,783 | -3,804-8.69% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.5% | 1.39% | $5.0M | 14,600 | $4.7M | 14,665 | -65-0.44% | Reduce |
 NETAPP INCNTAP |
| 1.47% | 1.11% | $4.9M | 31,729 | $3.8M | 36,651 | -4,922-13.43% | Reduce |
 CHUBB LIMITEDCB |
| 1.45% | 1.56% | $4.9M | 14,256 | $5.3M | 16,205 | -1,949-12.03% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.39% | 1.63% | $4.7M | 53,062 | $5.5M | 59,401 | -6,339-10.67% | Reduce |
| QQUALCOMM INCQCOM |
| 1.39% | 1.04% | $4.6M | 25,131 | $3.5M | 27,428 | -2,297-8.37% | Reduce |
 WASTE MGMT INC DELWM |
| 1.39% | 1.6% | $4.6M | 20,790 | $5.4M | 23,649 | -2,859-12.09% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.34% | 1.02% | $4.5M | 22,449 | $3.4M | 19,740 | +2,709+13.72% | Add |
 CHEVRON CORPORATIONCVX |
| 1.33% | 1.88% | $4.5M | 26,896 | $6.4M | 30,727 | -3,831-12.47% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.31% | 1.4% | $4.4M | 29,932 | $4.7M | 32,756 | -2,824-8.62% | Reduce |
 MORGAN STANLEYMS |
| 1.31% | 1.51% | $4.4M | 20,876 | $5.1M | 31,074 | -10,198-32.82% | Reduce |
 META PLATFORMS INCMETA |
| 1.26% | 1.25% | $4.2M | 7,504 | $4.2M | 7,383 | +121+1.64% | Add |
 REALTY INCOME CORP COMO |
| 1.23% | 1.32% | $4.1M | 66,439 | $4.5M | 72,824 | -6,385-8.77% | Reduce |
 D R HORTON INCDHI |
| 1.21% | 1.14% | $4.1M | 24,921 | $3.9M | 28,229 | -3,308-11.72% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.21% | 1.57% | $4.0M | 7,904 | $5.3M | 8,807 | -903-10.25% | Reduce |
 NEWMONT CORPNEM |
| 1.18% | 1.55% | $4.0M | 42,324 | $5.2M | 48,403 | -6,079-12.56% | Reduce |
 MCDONALDS CORPMCD |
| 1.17% | 1.47% | $3.9M | 14,465 | $5.0M | 15,996 | -1,531-9.57% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.16% | 1.29% | $3.9M | 13,253 | $4.4M | 15,114 | -1,861-12.31% | Reduce |
 SERVICENOW INCNOW |
| 1.14% | 0.79% | $3.8M | 38,277 | $2.7M | 25,585 | +12,692+49.61% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.12% | 0.98% | $3.7M | 13,332 | $3.3M | 13,658 | -326-2.39% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1.1% | 1.26% | $3.7M | 18,255 | $4.3M | 20,394 | -2,139-10.49% | Reduce |
 CME GROUP INCCME |
| 1.06% | 1.56% | $3.5M | 16,060 | $5.3M | 17,879 | -1,819-10.17% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 1.05% | — | $3.5M | 85,023 | $0 | 0 | +85,023 | New Buy |
 MEDTRONIC PLCMDT |
| 1.03% | 1.27% | $3.4M | 44,037 | $4.3M | 49,751 | -5,714-11.49% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.01% | 1.33% | $3.4M | 11,666 | $4.5M | 13,093 | -1,427-10.90% | Reduce |
 ADOBE INC COMADBE |
| 0.87% | 1.22% | $2.9M | 14,162 | $4.1M | 17,018 | -2,856-16.78% | Reduce |
 AFLAC INC COMAFL |
| 0.86% | 0.9% | $2.9M | 24,554 | $3.0M | 27,674 | -3,120-11.27% | Reduce |
 ILLINOIS TOOLITW |
| 0.84% | 0.9% | $2.8M | 10,424 | $3.1M | 11,771 | -1,347-11.44% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.83% | 1.06% | $2.8M | 65,670 | $3.6M | 71,366 | -5,696-7.98% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 0.77% | 0.8% | $2.6M | 6,170 | $2.7M | 6,251 | -81-1.30% | Reduce |
 Genuine Parts Co ComGPC |
| 0.76% | 0.78% | $2.5M | 21,608 | $2.6M | 24,979 | -3,371-13.50% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.7% | 0.71% | $2.3M | 23,818 | $2.4M | 26,100 | -2,282-8.74% | Reduce |
 BROADCOM INCAVGO |
| 0.68% | 0.55% | $2.3M | 6,011 | $1.9M | 6,001 | +10+0.17% | Add |
