 APPLE INCAAPL |
| 6.7% | 6.48% | $53.2M | 183,682 | $48.8M | 192,274 | -8,592-4.47% | Reduce |
 AMPHENOL CORPAPH |
| 6.34% | 5.14% | $50.3M | 285,539 | $38.7M | 306,544 | -21,005-6.85% | Reduce |
 JPMORGAN CHASE & COJPM |
| 4.46% | 4.32% | $35.4M | 108,066 | $32.5M | 110,493 | -2,427-2.20% | Reduce |
 MICROSOFT CORPMSFT |
| 4.12% | 4.37% | $32.7M | 87,649 | $32.9M | 88,909 | -1,260-1.42% | Reduce |
 ALPHABET INCGOOGL |
| 3.31% | 2.96% | $26.3M | 73,519 | $22.3M | 77,572 | -4,053-5.22% | Reduce |
 ABBVIE INCABBV |
| 2.72% | 2.47% | $21.6M | 85,694 | $18.6M | 85,442 | +252+0.29% | Add |
 BROADCOM INCAVGO |
| 2.67% | 2.5% | $21.2M | 56,110 | $18.8M | 60,746 | -4,636-7.63% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.4% | 2.74% | $19.1M | 217,406 | $20.6M | 221,991 | -4,585-2.07% | Reduce |
 TJX COS INC NEWTJX |
| 2.25% | 2.56% | $17.9M | 117,855 | $19.2M | 120,503 | -2,648-2.20% | Reduce |
 MCDONALDS CORPMCD |
| 2.25% | 2.7% | $17.9M | 66,051 | $20.3M | 65,448 | +603+0.92% | Add |
 HOME DEPOT INCHD |
| 1.98% | 1.93% | $15.7M | 44,613 | $14.5M | 44,189 | +424+0.96% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.85% | 1.93% | $14.7M | 57,899 | $14.5M | 59,387 | -1,488-2.51% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.7% | 1.67% | $13.5M | 67,594 | $12.6M | 72,240 | -4,646-6.43% | Reduce |
 BLACKROCK INC COMBLK |
| 1.66% | 1.77% | $13.1M | 13,662 | $13.3M | 13,865 | -203-1.46% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.54% | 1.78% | $12.2M | 13,041 | $13.4M | 13,424 | -383-2.85% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.48% | 1.55% | $11.7M | 80,115 | $11.7M | 80,885 | -770-0.95% | Reduce |
 RTX CORPORATIONRTX |
| 1.33% | 1.45% | $10.6M | 55,632 | $10.9M | 56,481 | -849-1.50% | Reduce |
 PEPSICO INCPEP |
| 1.32% | 1.55% | $10.5M | 77,405 | $11.7M | 75,160 | +2,245+2.99% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.28% | 0.72% | $10.2M | 13,314 | $5.5M | 13,979 | -665-4.76% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.23% | 0.73% | $9.7M | 22,432 | $5.5M | 25,634 | -3,202-12.49% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.13% | 1.5% | $9.0M | 54,269 | $11.3M | 54,754 | -485-0.89% | Reduce |
 AMAZON COM INCAMZN |
| 1.1% | 1.03% | $8.7M | 36,529 | $7.8M | 37,224 | -695-1.87% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.05% | 1.12% | $8.4M | 90,739 | $8.4M | 91,319 | -580-0.64% | Reduce |
 ELI LILLY & COLLY |
| 1.04% | 0.85% | $8.3M | 6,910 | $6.4M | 6,974 | -64-0.92% | Reduce |
 WASTE MGMT INC DELWM |
| 1.04% | 1.05% | $8.3M | 37,168 | $7.9M | 34,450 | +2,718+7.89% | Add |
 PALO ALTOPANW |
| 1.02% | 0.52% | $8.1M | 23,774 | $3.9M | 24,571 | -797-3.24% | Reduce |
 MERCK & CO INCMRK |
| 0.95% | 0.94% | $7.5M | 58,507 | $7.1M | 58,980 | -473-0.80% | Reduce |
 ILLINOIS TOOLITW |
| 0.94% | 0.95% | $7.4M | 27,509 | $7.2M | 27,599 | -90-0.33% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.93% | 0.98% | $7.4M | 23,544 | $7.4M | 22,533 | +1,011+4.49% | Add |
 EXXON MOBIL CORPXOM |
| 0.92% | 1.23% | $7.3M | 53,233 | $9.3M | 54,534 | -1,301-2.39% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.91% | 1.1% | $7.2M | 43,172 | $8.3M | 39,294 | +3,878+9.87% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.89% | 0.8% | $7.1M | 25,094 | $6.0M | 24,776 | +318+1.28% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.89% | 0.35% | $7.0M | 23,592 | $2.7M | 26,778 | -3,186-11.90% | Reduce |
| QQUALCOMM INCQCOM |
| 0.86% | 0.62% | $6.8M | 36,728 | $4.7M | 36,387 | +341+0.94% | Add |
| BBANK OF AMER CORPBAC |
| 0.83% | 0.75% | $6.6M | 115,643 | $5.7M | 116,142 | -499-0.43% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.82% | 1.34% | $6.5M | 52,505 | $10.1M | 50,899 | +1,606+3.16% | Add |
| OOMNICOM GROUP INCOMC |
| 0.8% | 0.78% | $6.4M | 87,661 | $5.9M | 78,416 | +9,245+11.79% | Add |
 ABBOTT LABORATORIESABT |
| 0.8% | 0.9% | $6.4M | 70,178 | $6.8M | 65,853 | +4,325+6.57% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.8% | 0.77% | $6.4M | 28,424 | $5.8M | 28,567 | -143-0.50% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.8% | 0.82% | $6.3M | 24,360 | $6.2M | 24,927 | -567-2.27% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.75% | 0.68% | $5.9M | 24,096 | $5.1M | 24,562 | -466-1.90% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.73% | 0.64% | $5.8M | 14,596 | $4.8M | 15,060 | -464-3.08% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.73% | 0.66% | $5.8M | 11,753 | $5.0M | 11,993 | -240-2.00% | Reduce |
 CISCO SYS INCCSCO |
| 0.73% | 0.51% | $5.8M | 48,986 | $3.9M | 49,621 | -635-1.28% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.71% | 0.83% | $5.7M | 29,684 | $6.3M | 33,029 | -3,345-10.13% | Reduce |
 ORACLE CORPORCL |
| 0.68% | 0.73% | $5.4M | 37,066 | $5.5M | 37,596 | -530-1.41% | Reduce |
 WALMART INCWMT |
| 0.66% | 0.79% | $5.3M | 46,360 | $5.9M | 47,566 | -1,206-2.54% | Reduce |
| VVANGUARD WORLD FDVAW |
| 0.64% | 0.67% | $5.1M | 22,313 | $5.1M | 22,543 | -230-1.02% | Reduce |
 CATERPILLAR INCCAT |
| 0.62% | 0.46% | $5.0M | 4,650 | $3.5M | 4,880 | -230-4.71% | Reduce |
 BLACKSTONE INCBX |
| 0.6% | 0.6% | $4.7M | 40,214 | $4.5M | 39,411 | +803+2.04% | Add |
