 MICROSOFT CORPMSFT |
| 13.46% | 12.89% | $26.2M | 70,308 | $25.8M | 69,647 | +661+0.95% | Add |
 JPMORGAN CHASE & COJPM |
| 6.4% | 5.94% | $12.5M | 38,086 | $11.9M | 40,406 | -2,320-5.74% | Reduce |
 ELI LILLY & COLLY |
| 5.51% | 0.57% | $10.7M | 8,941 | $1.1M | 1,230 | +7,711+626.91% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 4.83% | 4.42% | $9.4M | 59,280 | $8.8M | 60,360 | -1,080-1.79% | Reduce |
 WALMART INCWMT |
| 4.66% | 5.89% | $9.1M | 80,081 | $11.8M | 94,863 | -14,782-15.58% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 4.65% | 3.23% | $9.1M | 47,550 | $6.5M | 48,584 | -1,034-2.13% | Reduce |
 APPLE INCAAPL |
| 4.63% | 4.12% | $9.0M | 31,178 | $8.2M | 32,498 | -1,320-4.06% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.49% | 4.08% | $8.7M | 43,675 | $8.2M | 46,825 | -3,150-6.73% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 4.15% | 6.05% | $8.1M | 31,820 | $12.1M | 49,495 | -17,675-35.71% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 3.87% | 5.36% | $7.5M | 85,959 | $10.7M | 115,558 | -29,599-25.61% | Reduce |
 HOME DEPOT INCHD |
| 3.79% | 3.57% | $7.4M | 20,913 | $7.1M | 21,723 | -810-3.73% | Reduce |
 UNION PAC CORPUNP |
| 2.92% | 2.55% | $5.7M | 20,898 | $5.1M | 21,043 | -145-0.69% | Reduce |
 COCA COLA COKO |
| 2.76% | 3.52% | $5.4M | 66,181 | $7.1M | 92,736 | -26,555-28.64% | Reduce |
 ALPHABET INCGOOGL |
| 2.49% | 2.25% | $4.9M | 13,580 | $4.5M | 15,680 | -2,100-13.39% | Reduce |
 AMAZON COM INCAMZN |
| 2.47% | 2.28% | $4.8M | 20,195 | $4.6M | 21,895 | -1,700-7.76% | Reduce |
 PEPSICO INCPEP |
| 2.27% | 2.63% | $4.4M | 32,699 | $5.3M | 33,851 | -1,152-3.40% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 2.26% | 3.32% | $4.4M | 34,713 | $6.6M | 50,713 | -16,000-31.55% | Reduce |
 AMERICAN EXPRESS COAXP |
| 2.23% | 2.07% | $4.4M | 12,870 | $4.1M | 13,675 | -805-5.89% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.62% | 1.84% | $3.1M | 21,480 | $3.7M | 25,428 | -3,948-15.53% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 1.51% | 2.7% | $2.9M | 21,545 | $5.4M | 41,145 | -19,600-47.64% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 1.47% | 1.36% | $2.9M | 53,291 | $2.7M | 55,061 | -1,770-3.21% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.32% | 1.2% | $2.6M | 21,993 | $2.4M | 22,123 | -130-0.59% | Reduce |
 CATERPILLAR INCCAT |
| 1.29% | 0.83% | $2.5M | 2,360 | $1.7M | 2,330 | +30+1.29% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.23% | 0.82% | $2.4M | 5,777 | $1.6M | 6,082 | -305-5.01% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.18% | 4.87% | $2.3M | 2,452 | $9.7M | 9,777 | -7,325-74.92% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.03% | — | $2.0M | 5,660 | $0 | 0 | +5,660 | New Buy |
 GE VERNOVA INCGEV |
| 1.02% | 0.74% | $2.0M | 1,697 | $1.5M | 1,697 | 00.00% | Unchanged |
 VISA INCV |
| 0.82% | 0.71% | $1.6M | 4,645 | $1.4M | 4,670 | -25-0.54% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.78% | 0.8% | $1.5M | 14,139 | $1.6M | 14,489 | -350-2.42% | Reduce |
 WASTE MGMT INC DELWM |
| 0.67% | 1.41% | $1.3M | 5,860 | $2.8M | 12,285 | -6,425-52.30% | Reduce |
 SOUTHERN COSO |
| 0.65% | 0.66% | $1.3M | 13,275 | $1.3M | 13,675 | -400-2.93% | Reduce |
| SSTATE STREETXLI |
| 0.59% | 0.5% | $1.1M | 6,165 | $1.0M | 6,240 | -75-1.20% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.54% | 0.46% | $1.1M | 1,409 | $918,280 | 1,412 | -3-0.21% | Reduce |
 SYSCO CORP COMSYY |
| 0.49% | 0.43% | $957,994 | 11,462 | $853,249 | 11,962 | -500-4.18% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.46% | 0.58% | $898,934 | 6,575 | $1.2M | 6,875 | -300-4.36% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.42% | 0.34% | $809,096 | 800 | $676,792 | 800 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 0.41% | 0.47% | $803,289 | 15,125 | $948,305 | 15,480 | -355-2.29% | Reduce |
 DEERE & CODE |
| 0.33% | 0.28% | $634,330 | 1,000 | $563,300 | 1,000 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLU |
| 0.31% | 0.3% | $599,349 | 13,219 | $601,113 | 13,099 | +120+0.92% | Add |
 MERCK & CO INCMRK |
| 0.28% | 0.26% | $549,980 | 4,280 | $514,841 | 4,280 | 00.00% | Unchanged |
| AAT&T INCT |
| 0.26% | 0.36% | $515,430 | 24,900 | $721,851 | 24,900 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLP |
| 0.26% | 0.26% | $513,788 | 6,185 | $518,851 | 6,329 | -144-2.28% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.23% | 0.3% | $445,847 | 891 | $594,687 | 1,241 | -350-28.20% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.22% | — | $435,683 | 750 | $0 | 0 | +750 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.21% | 0.16% | $405,756 | 551 | $318,026 | 551 | 00.00% | Unchanged |
 BIOHAVEN LTDBHVN |
| 0.21% | 0.07% | $401,760 | 27,000 | $143,820 | 17,000 | +10,000+58.82% | Add |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.19% | 0.18% | $362,358 | 1,800 | $362,970 | 1,800 | 00.00% | Unchanged |
 CANADIAN NATL RY COCNI |
| 0.18% | 0.15% | $349,612 | 2,932 | $301,322 | 2,932 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.17% | 0.12% | $334,299 | 700 | $236,565 | 700 | 00.00% | Unchanged |
 MARRIOTT INTL INC NEWMAR |
| 0.16% | 0.14% | $315,002 | 850 | $278,010 | 850 | 00.00% | Unchanged |
