 APPLE INCAAPL |
| 5.98% | 5.84% | $26.6M | 91,948 | $23.2M | 91,466 | +482+0.53% | Add |
 CATERPILLAR INCCAT |
| 4.87% | 3.5% | $21.7M | 20,375 | $13.9M | 19,675 | +700+3.56% | Add |
 PALO ALTOPANW |
| 4.38% | 2.3% | $19.5M | 57,114 | $9.2M | 57,114 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 3.39% | 3.75% | $15.1M | 40,426 | $14.9M | 40,258 | +168+0.42% | Add |
 AMERICAN EXPRESS COAXP |
| 3.17% | 3.17% | $14.1M | 41,714 | $12.6M | 41,714 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 2.78% | 2.63% | $12.4M | 49,202 | $10.5M | 48,077 | +1,125+2.34% | Add |
 EXXON MOBIL CORPXOM |
| 2.48% | 3.41% | $11.0M | 80,745 | $13.5M | 79,843 | +902+1.13% | Add |
| BBANK OF AMER CORPBAC |
| 2.42% | 2.31% | $10.8M | 189,073 | $9.2M | 188,398 | +675+0.36% | Add |
 PHILIP MORRIS INTL INCPM |
| 2.29% | 2.34% | $10.2M | 56,401 | $9.3M | 56,301 | +100+0.18% | Add |
 NUCOR CORPNUE |
| 2.27% | 1.93% | $10.1M | 45,383 | $7.7M | 45,383 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 2.24% | 2.4% | $10.0M | 39,252 | $9.5M | 39,034 | +218+0.56% | Add |
 RTX CORPORATIONRTX |
| 2.05% | 2.3% | $9.1M | 48,079 | $9.1M | 47,379 | +700+1.48% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.94% | 1.83% | $8.6M | 30,648 | $7.3M | 29,948 | +700+2.34% | Add |
 VISA INCV |
| 1.81% | 1.86% | $8.1M | 23,535 | $7.4M | 24,535 | -1,000-4.08% | Reduce |
 CISCO SYS INCCSCO |
| 1.73% | 1.24% | $7.7M | 65,423 | $4.9M | 63,423 | +2,000+3.15% | Add |
 TARGA RES CORPTRGP |
| 1.6% | 1.64% | $7.1M | 26,500 | $6.5M | 26,000 | +500+1.92% | Add |
 MERCK & CO INCMRK |
| 1.59% | 1.61% | $7.1M | 54,913 | $6.4M | 53,163 | +1,750+3.29% | Add |
| IINVESCO QQQ TRVOO |
| 1.57% | 1.36% | $7.0M | 9,466 | $5.4M | 9,364 | +102+1.09% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.56% | 0.42% | $6.9M | 6,000 | $1.7M | 5,000 | +1,000+20.00% | Add |
 CHEVRON CORPORATIONCVX |
| 1.54% | 1.9% | $6.9M | 41,415 | $7.6M | 36,582 | +4,833+13.21% | Add |
 PEPSICO INCPEP |
| 1.41% | 1.78% | $6.3M | 46,505 | $7.1M | 45,634 | +871+1.91% | Add |
 ROCKWELL AUTOMATION INCROK |
| 1.37% | 1.11% | $6.1M | 12,293 | $4.4M | 12,293 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 1.33% | 1.71% | $5.9M | 21,925 | $6.8M | 21,925 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.23% | 1.23% | $5.5M | 16,692 | $4.9M | 16,692 | 00.00% | Unchanged |
 EATON CORP PLCETN |
| 1.12% | 1.05% | $5.0M | 11,675 | $4.2M | 11,675 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.04% | 1.12% | $4.6M | 9,237 | $4.4M | 9,267 | -30-0.32% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.03% | 1.22% | $4.6M | 79,700 | $4.8M | 79,811 | -111-0.14% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.03% | 1.12% | $4.6M | 31,175 | $4.4M | 30,708 | +467+1.52% | Add |
 YUM BRANDS INC COMYUM |
| 0.97% | 1.05% | $4.3M | 26,940 | $4.2M | 26,940 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.95% | 0.69% | $4.2M | 3,530 | $2.8M | 3,000 | +530+17.67% | Add |
 CORNING INCGLW |
| 0.92% | 0.55% | $4.1M | 15,966 | $2.2M | 15,966 | 00.00% | Unchanged |
 REVVITY INCRVTY |
| 0.86% | 0.74% | $3.8M | 34,300 | $3.0M | 33,800 | +500+1.48% | Add |
| AAPI GROUP CORP COM STKAPG |
| 0.85% | 0.85% | $3.8M | 89,349 | $3.4M | 83,499 | +5,850+7.01% | Add |
 HOME DEPOT INCHD |
| 0.84% | 0.88% | $3.7M | 10,592 | $3.5M | 10,592 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.83% | 0.73% | $3.7M | 4,976 | $2.9M | 4,450 | +526+11.82% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.83% | 0.62% | $3.7M | 19,330 | $2.5M | 18,680 | +650+3.48% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.77% | 1.16% | $3.4M | 6,738 | $4.6M | 6,738 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 0.74% | 0.54% | $3.3M | 11,123 | $2.2M | 11,123 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.73% | 0.57% | $3.3M | 17,600 | $2.3M | 17,600 | 00.00% | Unchanged |
 ROYALTY PHARMA PLCRPRX |
| 0.72% | 0.68% | $3.2M | 57,500 | $2.7M | 56,500 | +1,000+1.77% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.71% | 0.72% | $3.2M | 14,152 | $2.9M | 14,152 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.69% | 0.37% | $3.1M | 4,254 | $1.5M | 4,254 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 0.69% | 0.53% | $3.1M | 29,560 | $2.1M | 29,426 | +134+0.46% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.65% | 0.75% | $2.9M | 32,904 | $3.0M | 32,304 | +600+1.86% | Add |
 BOEING COBA |
| 0.61% | 0.63% | $2.7M | 12,585 | $2.5M | 12,585 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.58% | 0.5% | $2.6M | 10,805 | $2.0M | 9,565 | +1,240+12.96% | Add |
| MMPLX LPFFUT |
| 0.57% | 0.24% | $2.6M | 45,400 | $935,948 | 16,400 | +29,000+176.83% | Add |
| EEQUITABLE HLDGS INCEQH |
| 0.57% | 0.52% | $2.5M | 57,467 | $2.1M | 55,967 | +1,500+2.68% | Add |
 INTEL CORPINTC |
| 0.56% | 0.2% | $2.5M | 17,907 | $785,829 | 17,807 | +100+0.56% | Add |
 AMGEN INC COMAMGN |
| 0.55% | 0.6% | $2.5M | 6,771 | $2.4M | 6,771 | 00.00% | Unchanged |
