 MICROSOFT CORPMSFT |
| 4.76% | 4.92% | $67.3M | 129,887 | $66.3M | 133,243 | -3,356-2.52% | Reduce |
 APPLE INCAAPL |
| 4.7% | 4.08% | $66.3M | 260,565 | $54.9M | 267,774 | -7,209-2.69% | Reduce |
 ORACLE CORPORCL |
| 3.63% | 3.01% | $51.2M | 182,166 | $40.5M | 185,458 | -3,292-1.78% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.55% | 2.76% | $50.2M | 206,009 | $37.2M | 209,601 | -3,592-1.71% | Reduce |
 BROADCOM INCAVGO |
| 2.91% | 2.59% | $41.1M | 124,552 | $34.9M | 126,577 | -2,025-1.60% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.5% | 2.49% | $35.2M | 111,734 | $33.6M | 115,767 | -4,033-3.48% | Reduce |
 KLA CORPKLAC |
| 2.4% | 2.12% | $33.9M | 31,437 | $28.6M | 31,926 | -489-1.53% | Reduce |
 WALMART INCWMT |
| 2.21% | 2.24% | $31.3M | 303,403 | $30.2M | 308,749 | -5,346-1.73% | Reduce |
 META PLATFORMS INCMETA |
| 2.18% | 2.32% | $30.8M | 41,885 | $31.3M | 42,422 | -537-1.27% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.14% | 2.52% | $30.3M | 32,707 | $34.0M | 34,316 | -1,609-4.69% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.07% | 2.3% | $29.3M | 103,767 | $31.0M | 105,176 | -1,409-1.34% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 2.01% | 2.21% | $28.5M | 91,858 | $29.7M | 92,827 | -969-1.04% | Reduce |
 REPUBLIC SVCS INCRSG |
| 2% | 2.28% | $28.2M | 122,781 | $30.7M | 124,535 | -1,754-1.41% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 1.94% | 1.63% | $27.4M | 161,033 | $21.9M | 163,122 | -2,089-1.28% | Reduce |
 AMAZON COM INCAMZN |
| 1.83% | 1.92% | $25.9M | 117,866 | $25.9M | 118,084 | -218-0.18% | Reduce |
| QQUALCOMM INCQCOM |
| 1.78% | 1.79% | $25.2M | 151,312 | $24.2M | 151,743 | -431-0.28% | Reduce |
 CISCO SYS INCCSCO |
| 1.73% | 1.84% | $24.4M | 356,406 | $24.8M | 357,972 | -1,566-0.44% | Reduce |
 BLACKSTONE INCBX |
| 1.72% | 1.65% | $24.2M | 141,761 | $22.3M | 149,076 | -7,315-4.91% | Reduce |
 HOME DEPOT INCHD |
| 1.56% | 1.5% | $22.1M | 54,432 | $20.2M | 55,112 | -680-1.23% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.42% | 1.39% | $20.1M | 40,213 | $18.7M | 40,345 | -132-0.33% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.42% | 1.23% | $20.0M | 108,096 | $16.5M | 108,328 | -232-0.21% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.33% | 1.24% | $18.8M | 100,961 | $16.7M | 105,668 | -4,707-4.45% | Reduce |
 VISA INCV |
| 1.29% | 1.42% | $18.2M | 53,413 | $19.1M | 53,928 | -515-0.95% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.22% | 1.46% | $17.2M | 93,676 | $19.6M | 94,476 | -800-0.85% | Reduce |
 EVERGY INC COMEVRG |
| 1.21% | 1.16% | $17.0M | 223,924 | $15.6M | 225,915 | -1,991-0.88% | Reduce |
 ABBVIE INCABBV |
| 1.2% | 1% | $16.9M | 72,887 | $13.5M | 72,488 | +399+0.55% | Add |
 UNION PAC CORPUNP |
| 1.16% | 1.19% | $16.4M | 69,212 | $16.0M | 69,501 | -289-0.42% | Reduce |
 TRUIST FINL CORPTFC |
| 1.15% | 1.14% | $16.2M | 354,672 | $15.4M | 357,388 | -2,716-0.76% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.14% | 1.11% | $16.1M | 80,228 | $15.0M | 80,483 | -255-0.32% | Reduce |
 RTX CORPORATIONRTX |
| 1.1% | 1.04% | $15.6M | 92,969 | $14.0M | 95,711 | -2,742-2.86% | Reduce |
 MCDONALDS CORPMCD |
| 1.05% | 1.08% | $14.8M | 48,737 | $14.5M | 49,721 | -984-1.98% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.02% | 0.97% | $14.4M | 92,877 | $13.0M | 91,085 | +1,792+1.97% | Add |
 PEPSICO INCPEP |
| 0.98% | 0.96% | $13.8M | 98,545 | $12.9M | 98,066 | +479+0.49% | Add |
 MEDTRONIC PLCMDT |
| 0.98% | 0.94% | $13.8M | 144,945 | $12.6M | 144,783 | +162+0.11% | Add |
| SSUMMIT HOTEL PPTYS |
| 0.96% | 1.03% | $13.6M | 13.9M | $13.9M | 14.5M | -539,000-3.73% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.89% | 1.06% | $12.5M | 98,696 | $14.2M | 97,861 | +835+0.85% | Add |
 WP CAREY INCWPC |
| 0.87% | 0.85% | $12.3M | 182,282 | $11.4M | 182,822 | -540-0.30% | Reduce |
 ALPHABET INCGOOGL |
| 0.85% | 0.65% | $12.0M | 49,463 | $8.7M | 49,586 | -123-0.25% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.84% | 0.93% | $11.8M | 76,872 | $12.6M | 78,886 | -2,014-2.55% | Reduce |
 VICI PPTYS INC COMVICI |
| 0.82% | 0.9% | $11.5M | 353,586 | $12.1M | 370,852 | -17,266-4.66% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.8% | 1.02% | $11.3M | 45,865 | $13.8M | 46,078 | -213-0.46% | Reduce |
 PFIZER INCPFE |
| 0.79% | 0.81% | $11.2M | 439,149 | $10.9M | 449,853 | -10,704-2.38% | Reduce |
 IONIS PHARMACEUTICALS INCIONS |
| 0.79% | 0.48% | $11.1M | 169,808 | $6.4M | 163,172 | +6,636+4.07% | Add |
 CATERPILLAR INCCAT |
| 0.78% | 0.63% | $10.9M | 22,938 | $8.5M | 22,019 | +919+4.17% | Add |
 DISNEY WALT CODIS |
| 0.74% | 0.83% | $10.4M | 91,112 | $11.2M | 90,467 | +645+0.71% | Add |
 US BANCORPUSB |
| 0.73% | 0.74% | $10.3M | 212,183 | $10.0M | 220,040 | -7,857-3.57% | Reduce |
 SALESFORCE INCCRM |
| 0.66% | 0.8% | $9.4M | 39,561 | $10.7M | 39,354 | +207+0.53% | Add |
 EMERSON ELEC COEMR |
| 0.66% | 0.72% | $9.3M | 70,916 | $9.7M | 72,807 | -1,891-2.60% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.63% | 0.68% | $8.9M | 87,250 | $9.2M | 89,500 | -2,250-2.51% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.56% | 0.63% | $7.9M | 180,592 | $8.6M | 197,628 | -17,036-8.62% | Reduce |
