CORNING INC GLW
4.33% 3% $20.8M 81,611 $12.0M 88,035 -6,424 -7.30% Reduce S STATE STREET SPYM
3.73% 3.84% $17.9M 204,030 $15.3M 199,769 +4,261 +2.13% Add APPLE INC AAPL
3.56% 3.8% $17.1M 59,151 $15.1M 59,675 -524 -0.88% Reduce NVIDIA CORPORATION NVDA
3.12% 3.33% $15.0M 74,996 $13.3M 76,009 -1,013 -1.33% Reduce S SPDR INDEX SHS FDS SPDW
2.68% 3.08% $12.9M 256,023 $12.3M 268,597 -12,574 -4.68% Reduce I ISHARES TR IBDR
2.64% 3.86% $12.7M 523,659 $15.4M 634,876 -111,217 -17.52% Reduce HOME DEPOT INC HD
2.6% 2.88% $12.5M 35,501 $11.5M 34,957 +544 +1.56% Add GOLDMAN SACHS GROUP INC GS
2.5% 2.51% $12.0M 11,897 $10.0M 11,848 +49 +0.41% Add MICROSOFT CORP MSFT
2.5% 2.86% $12.0M 32,225 $11.4M 30,785 +1,440 +4.68% Add AMPHENOL CORP APH
2.46% 2.06% $11.8M 67,081 $8.2M 65,115 +1,966 +3.02% Add BROADCOM INC AVGO
2.39% 2.33% $11.5M 30,369 $9.3M 30,054 +315 +1.05% Add CUMMINS INC CMI
2.21% 1.99% $10.6M 14,878 $7.9M 14,717 +161 +1.09% Add I ISHARES RUSSELL IWF
2.14% 2.37% $10.3M 82,960 $9.5M 22,186 +60,774 +273.93% Add WALMART INC WMT
2.03% 2.65% $9.8M 86,334 $10.5M 84,832 +1,502 +1.77% Add G GENERAL DYNAMICS CORP GD
2% 2.38% $9.6M 25,988 $9.5M 29,616 -3,628 -12.25% Reduce TEXAS INSTRS INC TXN
1.98% 1.5% $9.5M 31,913 $6.0M 30,760 +1,153 +3.75% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.82% 2.01% $8.7M 17,483 $8.0M 16,732 +751 +4.49% Add JOHNSON & JOHNSON JNJ
1.7% 1.93% $8.2M 32,178 $7.7M 31,531 +647 +2.05% Add I INTERNATIONAL BUSINESS MACHS IBM
1.66% 1.62% $8.0M 28,333 $6.5M 26,652 +1,681 +6.31% Add CHUBB LIMITED CB
1.59% 1.77% $7.6M 22,372 $7.1M 21,703 +669 +3.08% Add I ISHARES TR IVV
1.56% 1.69% $7.5M 10,012 $6.7M 10,299 -287 -2.79% Reduce G GLOBAL X FDS AIQ
1.54% 0.43% $7.4M 112,860 $1.7M 37,033 +75,827 +204.76% Add ELI LILLY & CO LLY
1.51% 1.34% $7.3M 6,061 $5.4M 5,818 +243 +4.18% Add ROSS STORES INC COM ROST
1.51% 1.82% $7.2M 34,046 $7.3M 33,557 +489 +1.46% Add AFLAC INC COM AFL
1.47% 1.62% $7.1M 60,167 $6.4M 58,753 +1,414 +2.41% Add UNION PAC CORP UNP
1.47% 1.51% $7.0M 25,913 $6.0M 24,857 +1,056 +4.25% Add MASTERCARD INCORPORATED MA
1.43% 1.56% $6.9M 13,434 $6.2M 12,459 +975 +7.83% Add G GARMIN LTD SHS GRMN
1.42% 1.61% $6.8M 28,808 $6.4M 27,606 +1,202 +4.35% Add GE VERNOVA INC GEV
1.32% 1.18% $6.4M 5,410 $4.7M 5,397 +13 +0.24% Add I INVESCO QQQ TR QQQ
1.31% — $6.3M 8,527 $0 0 +8,527 New Buy L3HARRIS TECHNOLOGIES INC LHX
1.29% 1.75% $6.2M 21,414 $7.0M 20,254 +1,160 +5.73% Add GENERAL DYNAMICS CORP GD
1.28% 1.48% $6.2M 17,403 $5.9M 17,179 +224 +1.30% Add ALPHABET INC GOOGL
1.1% 1.12% $5.3M 14,805 $4.5M 15,519 -714 -4.60% Reduce ORACLE CORP ORCL
1.09% 1.27% $5.3M 35,887 $5.1M 34,535 +1,352 +3.91% Add PROCTER & GAMBLE CO PG
1.03% 1.17% $4.9M 33,681 $4.7M 32,297 +1,384 +4.29% Add S&P GLOBAL INC SPGI
1.03% 1.23% $4.9M 12,117 $4.9M 11,566 +551 +4.76% Add PEPSICO INC PEP
0.96% 1.28% $4.6M 34,094 $5.1M 32,739 +1,355 +4.14% Add AIR PRODUCTS AND CHEMICALS I APD
0.96% 1.08% $4.6M 15,698 $4.3M 14,841 +857 +5.77% Add EOG RES INC EOG
0.86% 1.15% $4.1M 31,727 $4.6M 31,621 +106 +0.34% Add ABBOTT LABORATORIES ABT
0.85% 1.06% $4.1M 44,885 $4.2M 41,167 +3,718 +9.03% Add CHEVRON CORPORATION CVX
0.83% 1.23% $4.0M 24,003 $4.9M 23,677 +326 +1.38% Add MEDTRONIC PLC MDT
0.8% 0.96% $3.8M 48,884 $3.8M 44,056 +4,828 +10.96% Add S SPDR SERIES TRUST XAR
0.79% 0.99% $3.8M 13,338 $3.9M 15,552 -2,214 -14.24% Reduce VERTIV HOLDINGS CO VRT
0.77% 0.68% $3.7M 11,080 $2.7M 10,861 +219 +2.02% Add F FIRST TR EXCHNG TRADED FD VI FDEC
0.76% 1.01% $3.7M 67,509 $4.0M 80,750 -13,241 -16.40% Reduce S STATE STREET SPMD
0.75% 0.78% $3.6M 53,272 $3.1M 52,820 +452 +0.86% Add V VANGUARD MORNINGSTAR MID-CAP VALUE ETF VOE
0.7% 1.09% $3.3M 16,936 $4.3M 23,490 -6,554 -27.90% Reduce AMAZON COM INC AMZN
0.66% 0.7% $3.2M 13,284 $2.8M 13,311 -27 -0.20% Reduce S SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR PHYS
0.63% 1.25% $3.0M 100,763 $5.0M 140,336 -39,573 -28.20% Reduce HONEYWELL INTL INC HON
0.61% 1.41% $2.9M 13,058 $5.6M 24,828 -11,770 -47.41% Reduce 
