 APPLE INCAAPL |
| 7.12% | 7.3% | $12.6M | 43,403 | $10.9M | 42,908 | +495+1.15% | Add |
 MICROSOFT CORPMSFT |
| 5.4% | 6.26% | $9.5M | 25,511 | $9.3M | 25,215 | +296+1.17% | Add |
 CATERPILLAR INCCAT |
| 4.66% | 3.61% | $8.2M | 7,723 | $5.4M | 7,591 | +132+1.74% | Add |
 JPMORGAN CHASE & COJPM |
| 3.48% | 3.65% | $6.1M | 18,772 | $5.4M | 18,514 | +258+1.39% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.46% | 3.51% | $6.1M | 30,477 | $5.2M | 29,991 | +486+1.62% | Add |
 BROADCOM INCAVGO |
| 3.45% | 3.34% | $6.1M | 16,103 | $5.0M | 16,078 | +25+0.16% | Add |
 ABBVIE INCABBV |
| 3.3% | 3.35% | $5.8M | 23,146 | $5.0M | 22,963 | +183+0.80% | Add |
 HOME DEPOT INCHD |
| 2.69% | 3.01% | $4.7M | 13,454 | $4.5M | 13,653 | -199-1.46% | Reduce |
 AMAZON COM INCAMZN |
| 2.45% | 2.46% | $4.3M | 18,133 | $3.7M | 17,601 | +532+3.02% | Add |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.11% | $4.0M | 11,312 | $3.2M | 10,987 | +325+2.96% | Add |
 RTX CORPORATIONRTX |
| 2.15% | 2.58% | $3.8M | 19,974 | $3.8M | 19,958 | +16+0.08% | Add |
 UNION PAC CORPUNP |
| 2.11% | 2.22% | $3.7M | 13,662 | $3.3M | 13,626 | +36+0.26% | Add |
 DEERE & CODE |
| 1.87% | 1.96% | $3.3M | 5,209 | $2.9M | 5,193 | +16+0.31% | Add |
 KLA CORPKLAC |
| 1.87% | 1.08% | $3.3M | 10,925 | $1.6M | 1,090 | +9,835+902.29% | Add |
 WALMART INCWMT |
| 1.75% | 2.27% | $3.1M | 27,202 | $3.4M | 27,276 | -74-0.27% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.72% | 0.98% | $3.0M | 6,981 | $1.5M | 6,821 | +160+2.35% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.66% | 1.8% | $2.9M | 11,532 | $2.7M | 10,972 | +560+5.10% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.64% | 2.02% | $2.9M | 3,100 | $3.0M | 3,030 | +70+2.31% | Add |
 GE AEROSPACEGE |
| 1.64% | 1.35% | $2.9M | 7,717 | $2.0M | 7,097 | +620+8.74% | Add |
 VISA INCV |
| 1.52% | 1.55% | $2.7M | 7,816 | $2.3M | 7,660 | +156+2.04% | Add |
 ASML HLDG NVASML |
| 1.47% | 0.96% | $2.6M | 1,305 | $1.4M | 1,082 | +223+20.61% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.45% | 1.44% | $2.5M | 10,351 | $2.2M | 10,350 | +1+0.01% | Add |
 ALPHABET INCGOOGL |
| 1.36% | 1.2% | $2.4M | 6,685 | $1.8M | 6,233 | +452+7.25% | Add |
| IINVESCO T DYNMC SEMICNDTPSI |
| 1.22% | 0.7% | $2.1M | 11,425 | $1.0M | 11,020 | +405+3.68% | Add |
 TJX COS INC NEWTJX |
| 1.15% | 1.39% | $2.0M | 13,327 | $2.1M | 12,947 | +380+2.94% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.12% | 0.86% | $2.0M | 4,153 | $1.3M | 3,803 | +350+9.20% | Add |
 ELI LILLY & COLLY |
| 1.11% | 0.96% | $1.9M | 1,625 | $1.4M | 1,550 | +75+4.84% | Add |
 EXXON MOBIL CORPXOM |
| 1.09% | 1.59% | $1.9M | 14,047 | $2.4M | 13,981 | +66+0.47% | Add |
 META PLATFORMS INCMETA |
| 1.02% | 1.14% | $1.8M | 3,184 | $1.7M | 2,981 | +203+6.81% | Add |
 MCDONALDS CORPMCD |
| 1% | 1.42% | $1.8M | 6,520 | $2.1M | 6,795 | -275-4.05% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.99% | 0.57% | $1.7M | 2,290 | $854,998 | 2,190 | +100+4.57% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.98% | 1.1% | $1.7M | 3,443 | $1.6M | 3,423 | +20+0.58% | Add |
 PALO ALTOPANW |
| 0.95% | 0.48% | $1.7M | 4,907 | $717,752 | 4,477 | +430+9.60% | Add |
 ILLINOIS TOOLITW |
| 0.89% | 1% | $1.6M | 5,777 | $1.5M | 5,752 | +25+0.43% | Add |
 AMGEN INC COMAMGN |
| 0.87% | 1% | $1.5M | 4,243 | $1.5M | 4,218 | +25+0.59% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.87% | 0.22% | $1.5M | 1,325 | $329,394 | 975 | +350+35.90% | Add |
 MARATHON PETE CORPMPC |
| 0.86% | 0.96% | $1.5M | 5,948 | $1.4M | 5,868 | +80+1.36% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.86% | 1.01% | $1.5M | 3,010 | $1.5M | 3,080 | -70-2.27% | Reduce |
 GE VERNOVA INCGEV |
| 0.74% | 0.58% | $1.3M | 1,108 | $862,426 | 988 | +120+12.15% | Add |
| AASTERA LABS INCALAB |
| 0.71% | 0.17% | $1.3M | 2,600 | $254,820 | 2,325 | +275+11.83% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.7% | 0.88% | $1.2M | 14,147 | $1.3M | 14,057 | +90+0.64% | Add |
 CHEVRON CORPORATIONCVX |
| 0.69% | 1.02% | $1.2M | 7,356 | $1.5M | 7,343 | +13+0.18% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.68% | 0.94% | $1.2M | 2,366 | $1.4M | 2,321 | +45+1.94% | Add |
 TARGA RES CORPTRGP |
| 0.61% | 0.62% | $1.1M | 4,015 | $917,672 | 3,660 | +355+9.70% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.6% | 0.65% | $1.0M | 4,687 | $972,623 | 4,787 | -100-2.09% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.57% | 0.66% | $1.0M | 1,973 | $978,478 | 1,958 | +15+0.77% | Add |
 PROCTER & GAMBLE COPG |
| 0.56% | 0.65% | $982,195 | 6,698 | $967,459 | 6,698 | 00.00% | Unchanged |
 CARRIER GLOBALCARR |
| 0.55% | 0.51% | $973,239 | 13,268 | $766,854 | 13,618 | -350-2.57% | Reduce |
 PEPSICO INCPEP |
| 0.51% | 0.71% | $894,588 | 6,607 | $1.1M | 6,807 | -200-2.94% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.49% | 0.71% | $857,221 | 9,447 | $1.1M | 10,322 | -875-8.48% | Reduce |
