 BROADCOM INCAVGO |
| 7.4% | 6.83% | $34.1M | 90,374 | $28.6M | 92,532 | -2,158-2.33% | Reduce |
 APPLE INCAAPL |
| 6.5% | 6.36% | $30.0M | 103,658 | $26.7M | 105,108 | -1,450-1.38% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.88% | 5.76% | $27.1M | 135,586 | $24.2M | 138,545 | -2,959-2.14% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.43% | 3.52% | $15.8M | 48,355 | $14.8M | 50,146 | -1,791-3.57% | Reduce |
 ALPHABET INCGOOGL |
| 3.3% | 2.91% | $15.2M | 42,574 | $12.2M | 42,459 | +115+0.27% | Add |
 MICROSOFT CORPMSFT |
| 3.21% | 3.47% | $14.8M | 39,649 | $14.5M | 39,254 | +395+1.01% | Add |
 ANALOG DEVICES INC COMADI |
| 2.82% | 2.36% | $13.0M | 32,755 | $9.9M | 31,063 | +1,692+5.45% | Add |
 WALMART INCWMT |
| 2.72% | 3.24% | $12.5M | 110,729 | $13.6M | 109,378 | +1,351+1.24% | Add |
 EATON CORP PLCETN |
| 2.53% | 2.37% | $11.7M | 27,403 | $9.9M | 27,753 | -350-1.26% | Reduce |
 AMAZON COM INCAMZN |
| 2.28% | 2.2% | $10.5M | 44,103 | $9.2M | 44,356 | -253-0.57% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.23% | 2.32% | $10.3M | 40,541 | $9.7M | 39,776 | +765+1.92% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 2.12% | 2.45% | $9.8M | 23,540 | $10.3M | 23,681 | -141-0.60% | Reduce |
 ABBVIE INCABBV |
| 1.72% | 1.65% | $7.9M | 31,506 | $6.9M | 31,826 | -320-1.01% | Reduce |
 MARATHON PETE CORPMPC |
| 1.68% | 1.76% | $7.8M | 30,317 | $7.4M | 30,130 | +187+0.62% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.65% | 1.59% | $7.6M | 20,580 | $6.7M | 20,828 | -248-1.19% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.63% | 1.21% | $7.5M | 39,403 | $5.1M | 38,148 | +1,255+3.29% | Add |
 CUMMINS INCCMI |
| 1.55% | 1.3% | $7.2M | 10,029 | $5.4M | 10,092 | -63-0.62% | Reduce |
 HOME DEPOT INCHD |
| 1.53% | 1.61% | $7.1M | 19,990 | $6.8M | 20,540 | -550-2.68% | Reduce |
 META PLATFORMS INCMETA |
| 1.49% | 1.65% | $6.9M | 12,177 | $6.9M | 12,075 | +102+0.84% | Add |
 TESLA INCTSLA |
| 1.43% | 1.37% | $6.6M | 15,715 | $5.7M | 15,449 | +266+1.72% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.41% | 1.42% | $6.5M | 44,599 | $5.9M | 45,299 | -700-1.55% | Reduce |
 CHUBB LIMITEDCB |
| 1.38% | 1.44% | $6.3M | 18,631 | $6.0M | 18,519 | +112+0.60% | Add |
 VISA INCV |
| 1.3% | 1.28% | $6.0M | 17,429 | $5.4M | 17,757 | -328-1.85% | Reduce |
 CME GROUP INCCME |
| 1.27% | 1.82% | $5.8M | 26,479 | $7.6M | 25,826 | +653+2.53% | Add |
 EXXON MOBIL CORPXOM |
| 1.22% | 1.72% | $5.6M | 41,051 | $7.2M | 42,543 | -1,492-3.51% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 1.21% | 1.26% | $5.6M | 27,125 | $5.3M | 26,888 | +237+0.88% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.14% | 1.08% | $5.3M | 10,740 | $4.5M | 10,871 | -131-1.21% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.01% | $5.2M | 14,638 | $4.3M | 14,821 | -183-1.23% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.02% | 1.14% | $4.7M | 15,988 | $4.8M | 16,403 | -415-2.53% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1% | 0.59% | $4.6M | 10,660 | $2.5M | 11,660 | -1,000-8.58% | Reduce |
 REALTY INCOME CORP COMO |
| 0.96% | 1.04% | $4.4M | 71,690 | $4.3M | 71,063 | +627+0.88% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.92% | 0.98% | $4.2M | 100,255 | $4.1M | 81,674 | +18,581+22.75% | Add |
 ARISTA NETWORKS INCANET |
| 0.92% | 0.83% | $4.2M | 24,868 | $3.5M | 28,260 | -3,392-12.00% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.84% | 0.59% | $3.9M | 13,035 | $2.5M | 12,632 | +403+3.19% | Add |
 UNION PAC CORPUNP |
| 0.79% | 0.78% | $3.7M | 13,424 | $3.3M | 13,511 | -87-0.64% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.77% | 0.79% | $3.5M | 40,309 | $3.3M | 35,739 | +4,570+12.79% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.73% | 0.83% | $3.4M | 31,598 | $3.5M | 31,418 | +180+0.57% | Add |
 WELLS FARGO CO NEWWFC |
| 0.73% | 0.75% | $3.4M | 40,921 | $3.2M | 39,591 | +1,330+3.36% | Add |
 BOEING COBA |
| 0.71% | 0.7% | $3.3M | 15,114 | $2.9M | 14,730 | +384+2.61% | Add |
 INTEL CORPINTC |
| 0.7% | 0.24% | $3.3M | 23,277 | $1.0M | 23,177 | +100+0.43% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.69% | 0.57% | $3.2M | 33,190 | $2.4M | 32,751 | +439+1.34% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.68% | 0.71% | $3.1M | 19,832 | $3.0M | 20,285 | -453-2.23% | Reduce |
 ENTERGY CORP NEWETR |
| 0.68% | 0.68% | $3.1M | 27,290 | $2.9M | 25,511 | +1,779+6.97% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.65% | 0.54% | $3.0M | 7,270 | $2.3M | 8,404 | -1,134-13.49% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.64% | 0.25% | $3.0M | 2,558 | $1.0M | 3,098 | -540-17.43% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.62% | 0.62% | $2.9M | 53,306 | $2.6M | 52,908 | +398+0.75% | Add |
 ORACLE CORPORCL |
| 0.6% | 0.62% | $2.8M | 18,841 | $2.6M | 17,680 | +1,161+6.57% | Add |
 NETFLIX INCNFLX |
| 0.53% | 0.85% | $2.5M | 34,414 | $3.6M | 37,171 | -2,757-7.42% | Reduce |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.49% | 0.49% | $2.3M | 62,052 | $2.0M | 54,004 | +8,048+14.90% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.48% | 0.46% | $2.2M | 4,415 | $1.9M | 4,349 | +66+1.52% | Add |
