 MICROSOFT CORPMSFT |
| 5.66% | 5.23% | $17.1M | 45,814 | $15.0M | 40,419 | +5,395+13.35% | Add |
 NIKE INCNKE |
| 4.54% | 6.18% | $13.7M | 334,367 | $17.7M | 334,410 | -43-0.01% | Reduce |
 APPLE INCAAPL |
| 3.76% | 2.59% | $11.3M | 39,217 | $7.4M | 29,131 | +10,086+34.62% | Add |
 AMAZON COM INCAMZN |
| 2.37% | 1.37% | $7.2M | 30,041 | $3.9M | 18,838 | +11,203+59.47% | Add |
 JOHNSON & JOHNSONJNJ |
| 2% | 1.63% | $6.0M | 23,812 | $4.7M | 19,117 | +4,695+24.56% | Add |
 CISCO SYS INCCSCO |
| 1.77% | 1.35% | $5.3M | 45,536 | $3.9M | 49,628 | -4,092-8.25% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.68% | 1.7% | $5.1M | 15,522 | $4.9M | 16,509 | -987-5.98% | Reduce |
 KLA CORPKLAC |
| 1.58% | 0.89% | $4.8M | 15,843 | $2.5M | 1,720 | +14,123+821.10% | Add |
 INTEL CORPINTC |
| 1.55% | 0.53% | $4.7M | 33,634 | $1.5M | 34,574 | -940-2.72% | Reduce |
 HOME DEPOT INCHD |
| 1.53% | 1.5% | $4.6M | 13,072 | $4.3M | 13,041 | +31+0.24% | Add |
 CVS HEALTH CORPCVS |
| 1.43% | 0.82% | $4.3M | 41,873 | $2.4M | 32,817 | +9,056+27.60% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.31% | 1.14% | $4.0M | 14,067 | $3.2M | 13,401 | +666+4.97% | Add |
| SSPDR GOLD TRGLD |
| 1.3% | 1.57% | $3.9M | 10,675 | $4.5M | 10,402 | +273+2.62% | Add |
| CCITIGROUP INCC |
| 1.25% | 1.12% | $3.8M | 26,940 | $3.2M | 28,158 | -1,218-4.33% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.24% | 0.94% | $3.7M | 65,070 | $2.7M | 44,227 | +20,843+47.13% | Add |
 CHEVRON CORPORATIONCVX |
| 1.24% | 1.41% | $3.7M | 22,540 | $4.0M | 19,460 | +3,080+15.83% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.19% | 1.15% | $3.6M | 19,904 | $3.3M | 19,923 | -19-0.10% | Reduce |
 UNION PAC CORPUNP |
| 1.18% | 1.15% | $3.6M | 13,113 | $3.3M | 13,557 | -444-3.28% | Reduce |
 META PLATFORMS INCMETA |
| 1.15% | 1.17% | $3.5M | 6,158 | $3.4M | 5,865 | +293+5.00% | Add |
 COCA COLA COKO |
| 1.12% | 1.14% | $3.4M | 41,647 | $3.3M | 42,895 | -1,248-2.91% | Reduce |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.07% | 1.03% | $3.2M | 52,579 | $3.0M | 50,496 | +2,083+4.13% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.06% | 1.19% | $3.2M | 3,429 | $3.4M | 3,424 | +5+0.15% | Add |
 BROADCOM INCAVGO |
| 1.01% | 0.94% | $3.0M | 8,051 | $2.7M | 8,643 | -592-6.85% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.96% | 0.71% | $2.9M | 6,098 | $2.0M | 6,005 | +93+1.55% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.96% | 0.12% | $2.9M | 6,967 | $351,112 | 1,298 | +5,669+436.75% | Add |
 WELLS FARGO CO NEWWFC |
| 0.92% | 1.08% | $2.8M | 33,679 | $3.1M | 38,920 | -5,241-13.47% | Reduce |
 MEDTRONIC PLCMDT |
| 0.91% | 1.39% | $2.8M | 35,205 | $4.0M | 45,737 | -10,532-23.03% | Reduce |
 CUMMINS INCCMI |
| 0.9% | 0.75% | $2.7M | 3,815 | $2.2M | 4,011 | -196-4.89% | Reduce |
 WALMART INCWMT |
| 0.9% | 1.04% | $2.7M | 23,916 | $3.0M | 23,906 | +10+0.04% | Add |
 PROCTER & GAMBLE COPG |
| 0.88% | 0.78% | $2.7M | 18,127 | $2.2M | 15,385 | +2,742+17.82% | Add |
| AAlphabet Inc Class CGOOG |
| 0.83% | 1.05% | $2.5M | 7,064 | $3.0M | 10,489 | -3,425-32.65% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.81% | 0.59% | $2.4M | 3,834 | $1.7M | 6,288 | -2,454-39.03% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.81% | 0.8% | $2.4M | 2,116 | $2.3M | 6,763 | -4,647-68.71% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.78% | 0.84% | $2.4M | 40,905 | $2.4M | 41,817 | -912-2.18% | Reduce |
 FORTINET INCFTNT |
| 0.77% | — | $2.3M | 15,048 | $0 | 0 | +15,048 | New Buy |
 VIRTU FINL INCVIRT |
| 0.76% | 0.63% | $2.3M | 38,797 | $1.8M | 40,884 | -2,087-5.10% | Reduce |
 CDW CORPCDW |
| 0.74% | 0.43% | $2.2M | 15,964 | $1.2M | 10,238 | +5,726+55.93% | Add |
 MCDONALDS CORPMCD |
| 0.73% | 0.92% | $2.2M | 8,181 | $2.6M | 8,462 | -281-3.32% | Reduce |
| CCAPITAL GROUP GROWTH ETFCGGR |
| 0.73% | 0.6% | $2.2M | 52,133 | $1.7M | 51,651 | +482+0.93% | Add |
 ALPHABET INCGOOGL |
| 0.71% | 0.64% | $2.2M | 6,042 | $1.8M | 6,320 | -278-4.40% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.71% | 0.91% | $2.2M | 15,749 | $2.6M | 15,273 | +476+3.12% | Add |
| BBAXTER INTL INCBAX |
| 0.69% | 0.6% | $2.1M | 98,330 | $1.7M | 102,548 | -4,218-4.11% | Reduce |
 BLACKROCK INC COMBLK |
| 0.69% | 0.75% | $2.1M | 2,177 | $2.1M | 2,228 | -51-2.29% | Reduce |
 FEDEX CORPFDX |
| 0.69% | 0.67% | $2.1M | 6,682 | $1.9M | 5,381 | +1,301+24.18% | Add |
 MERCK & CO INCMRK |
| 0.67% | 0.6% | $2.0M | 15,847 | $1.7M | 14,315 | +1,532+10.70% | Add |
 WESCO INTL INCWCC |
| 0.67% | 0.72% | $2.0M | 5,875 | $2.0M | 7,486 | -1,611-21.52% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.66% | 0.52% | $2.0M | 9,991 | $1.5M | 8,500 | +1,491+17.54% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.66% | 0.68% | $2.0M | 33,027 | $2.0M | 34,282 | -1,255-3.66% | Reduce |
 GE AEROSPACEGE |
| 0.66% | 0.55% | $2.0M | 5,304 | $1.6M | 5,570 | -266-4.78% | Reduce |
 CATERPILLAR INCCAT |
| 0.65% | 0.33% | $2.0M | 1,834 | $943,669 | 1,332 | +502+37.69% | Add |
