 APPLE INCAAPL |
| 5.86% | 5.14% | $252.4M | 991,367 | $204.5M | 996,690 | -5,323-0.53% | Reduce |
 MICROSOFT CORPMSFT |
| 5.26% | 5.53% | $226.5M | 437,391 | $220.0M | 442,371 | -4,980-1.13% | Reduce |
 ALPHABET INCGOOGL |
| 4.71% | 3.85% | $203.0M | 835,141 | $153.1M | 868,964 | -33,823-3.89% | Reduce |
 WALMART INCWMT |
| 4.54% | 4.78% | $195.4M | 1.9M | $190.2M | 1.9M | -49,255-2.53% | Reduce |
 JPMORGAN CHASE & COJPM |
| 4.24% | 4.3% | $182.8M | 579,471 | $171.1M | 590,089 | -10,618-1.80% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.42% | 3.63% | $147.5M | 293,437 | $144.4M | 297,322 | -3,885-1.31% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 3.41% | $135.9M | 618,973 | $135.8M | 618,772 | +201+0.03% | Add |
 CHEVRON CORPORATIONCVX |
| 2.86% | 2.87% | $123.1M | 792,965 | $114.1M | 797,186 | -4,221-0.53% | Reduce |
 PHILLIPS 66PSX |
| 2.79% | 2.67% | $120.2M | 883,634 | $106.1M | 889,763 | -6,129-0.69% | Reduce |
 VISA INCV |
| 2.77% | 3.13% | $119.4M | 349,885 | $124.3M | 350,035 | -150-0.04% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.62% | 2.82% | $112.8M | 1.0M | $112.1M | 1.0M | -39,272-3.78% | Reduce |
 CISCO SYS INCCSCO |
| 2.5% | 2.73% | $107.5M | 1.6M | $108.5M | 1.6M | +6,949+0.44% | Add |
 HOME DEPOT INCHD |
| 2.42% | 2.38% | $104.3M | 257,467 | $94.7M | 258,162 | -695-0.27% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.29% | 2.05% | $98.5M | 531,016 | $81.4M | 532,973 | -1,957-0.37% | Reduce |
 PALO ALTOPANW |
| 1.98% | 2.09% | $85.4M | 419,572 | $83.3M | 406,892 | +12,680+3.12% | Add |
 SOUTHERN COSO |
| 1.96% | 2.06% | $84.6M | 892,989 | $81.8M | 890,861 | +2,128+0.24% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.9% | 1.8% | $81.9M | 506,376 | $71.5M | 503,816 | +2,560+0.51% | Add |
 TJX COS INC NEWTJX |
| 1.9% | 1.6% | $81.9M | 566,710 | $63.7M | 515,920 | +50,790+9.84% | Add |
| IISHARES TRIVV |
| 1.87% | 1.88% | $80.4M | 120,080 | $74.6M | 120,080 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.8% | 1.96% | $77.7M | 105,853 | $78.0M | 105,668 | +185+0.18% | Add |
 SERVISFIRST BANCSHARES INCSFBS |
| 1.72% | 1.83% | $74.1M | 919,701 | $72.7M | 937,669 | -17,968-1.92% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.61% | 1.9% | $69.5M | 75,070 | $75.6M | 76,328 | -1,258-1.65% | Reduce |
| PPROLOGIS INC. COMPLD |
| 1.54% | 1.54% | $66.2M | 577,827 | $61.1M | 581,115 | -3,288-0.57% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 1.53% | 1.83% | $65.8M | 875,796 | $72.7M | 980,942 | -105,146-10.72% | Reduce |
 HONEYWELL INTL INCHON |
| 1.49% | 1.8% | $64.2M | 305,040 | $71.6M | 307,579 | -2,539-0.83% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.36% | 0.01% | $58.4M | 411,946 | $205,396 | 1,675 | +410,271+24,493.79% | Add |
 SMUCKER J M COSJM |
| 1.34% | 1.32% | $57.5M | 529,791 | $52.4M | 533,899 | -4,108-0.77% | Reduce |
 DISNEY WALT CODIS |
| 1.3% | 1.53% | $55.9M | 488,475 | $60.8M | 490,453 | -1,978-0.40% | Reduce |
 BROADCOM INCAVGO |
| 1.27% | 1.16% | $54.9M | 166,302 | $46.0M | 166,927 | -625-0.37% | Reduce |
 DEERE & CODE |
| 1.22% | 1.48% | $52.8M | 115,381 | $58.8M | 115,600 | -219-0.19% | Reduce |
 INTUITINTU |
| 1.19% | 0.15% | $51.5M | 75,356 | $5.9M | 7,465 | +67,891+909.46% | Add |
 DANAHER CORP DEL COMDHR |
| 1.18% | 1.29% | $50.8M | 256,305 | $51.5M | 260,496 | -4,191-1.61% | Reduce |
 NIKE INCNKE |
| 1.04% | 1.17% | $44.7M | 641,724 | $46.5M | 654,817 | -13,093-2.00% | Reduce |
 ELI LILLY & COLLY |
| 0.99% | 1.13% | $42.6M | 55,896 | $44.9M | 57,573 | -1,677-2.91% | Reduce |
 3M CO COMMMM |
| 0.93% | 1.05% | $40.3M | 259,493 | $41.6M | 273,385 | -13,892-5.08% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.75% | 0.68% | $32.5M | 174,123 | $27.0M | 170,660 | +3,463+2.03% | Add |
 ORACLE CORPORCL |
| 0.65% | 0.53% | $28.0M | 99,400 | $21.1M | 96,335 | +3,065+3.18% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.56% | 0.49% | $24.2M | 86,760 | $19.5M | 86,155 | +605+0.70% | Add |
| IINVESCO QQQ TRVOO |
| 0.53% | 0.53% | $23.0M | 38,260 | $21.0M | 38,156 | +104+0.27% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.52% | 0.54% | $22.6M | 36,888 | $21.4M | 37,631 | -743-1.97% | Reduce |
 LINDE PLCLIN |
| 0.39% | 0.41% | $16.6M | 34,917 | $16.3M | 34,776 | +141+0.41% | Add |
 MORGAN STANLEYMS |
| 0.37% | 0.36% | $16.2M | 101,602 | $14.2M | 100,837 | +765+0.76% | Add |
 COCA COLA COKO |
| 0.37% | 0.43% | $16.0M | 241,464 | $17.0M | 239,596 | +1,868+0.78% | Add |
 EATON CORP PLCETN |
| 0.37% | 0.22% | $15.8M | 42,343 | $8.9M | 24,898 | +17,445+70.07% | Add |
 AMERICAN EXPRESS COAXP |
| 0.35% | 0.25% | $14.9M | 44,954 | $10.1M | 31,739 | +13,215+41.64% | Add |
 REPUBLIC SVCS INCRSG |
| 0.34% | 0.39% | $14.6M | 63,508 | $15.6M | 63,330 | +178+0.28% | Add |
| VVANGUARD INDEX FDSVV |
| 0.33% | 0.32% | $14.2M | 46,169 | $12.5M | 43,925 | +2,244+5.11% | Add |
 MID-AMER APT CMNTYS INCMAA |
| 0.3% | 0.35% | $12.9M | 92,424 | $13.8M | 93,408 | -984-1.05% | Reduce |
 MCDONALDS CORPMCD |
| 0.28% | 0.29% | $12.2M | 40,291 | $11.6M | 39,641 | +650+1.64% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.26% | 0.28% | $11.3M | 19,823 | $11.2M | 19,978 | -155-0.78% | Reduce |
