 ALPHABET INCGOOGL |
| 6.3% | 5.6% | $315.2M | 882,118 | $267.9M | 931,673 | -49,555-5.32% | Reduce |
 MICROSOFT CORPMSFT |
| 6.25% | 5.96% | $312.8M | 838,500 | $285.0M | 769,805 | +68,695+8.92% | Add |
 APPLE INCAAPL |
| 5.66% | 5.54% | $283.3M | 979,135 | $264.9M | 1.0M | -64,763-6.20% | Reduce |
 CISCO SYS INCCSCO |
| 4.99% | 4.13% | $249.8M | 2.1M | $197.5M | 2.5M | -418,324-16.43% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 3.95% | 3.46% | $197.5M | 702,147 | $165.5M | 682,590 | +19,557+2.87% | Add |
 BROADCOM INCAVGO |
| 3.63% | 2.81% | $181.4M | 480,306 | $134.4M | 434,316 | +45,990+10.59% | Add |
 VISA INCV |
| 3.49% | 3.19% | $174.7M | 509,225 | $152.7M | 505,344 | +3,881+0.77% | Add |
 JPMORGAN CHASE & COJPM |
| 3.2% | 2.98% | $160.1M | 489,209 | $142.7M | 485,245 | +3,964+0.82% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.2% | 3.04% | $160.1M | 630,281 | $145.5M | 595,306 | +34,975+5.88% | Add |
 CHEVRON CORPORATIONCVX |
| 3.13% | 4.15% | $156.5M | 944,091 | $198.3M | 958,552 | -14,461-1.51% | Reduce |
 COCA COLA COKO |
| 2.95% | 3.5% | $147.9M | 1.8M | $167.6M | 2.2M | -383,994-17.43% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.64% | 2.72% | $132.1M | 660,044 | $130.1M | 745,775 | -85,731-11.50% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.33% | 1.99% | $116.6M | 795,119 | $95.2M | 658,901 | +136,218+20.67% | Add |
 META PLATFORMS INCMETA |
| 2.11% | 2.09% | $105.4M | 187,180 | $100.1M | 174,900 | +12,280+7.02% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 1.95% | 1.53% | $97.5M | 4.0M | $73.1M | 2.5M | +1.4M+56.06% | Add |
 MCDONALDS CORPMCD |
| 1.91% | 1.38% | $95.7M | 353,887 | $66.0M | 212,284 | +141,603+66.70% | Add |
 SALESFORCE INCCRM |
| 1.84% | 1.49% | $92.1M | 588,164 | $71.1M | 380,625 | +207,539+54.53% | Add |
 EXXON MOBIL CORPXOM |
| 1.83% | 2.95% | $91.6M | 669,835 | $141.1M | 831,633 | -161,798-19.46% | Reduce |
 AMAZON COM INCAMZN |
| 1.79% | 1.7% | $89.7M | 376,150 | $81.2M | 390,113 | -13,963-3.58% | Reduce |
 HP INCHPQ |
| 1.61% | 0.85% | $80.6M | 3.7M | $40.7M | 2.1M | +1.6M+73.17% | Add |
 CATERPILLAR INCCAT |
| 1.6% | 1.68% | $79.9M | 75,042 | $80.1M | 113,089 | -38,047-33.64% | Reduce |
 AMGEN INC COMAMGN |
| 1.52% | 1.43% | $75.9M | 209,478 | $68.5M | 194,785 | +14,693+7.54% | Add |
 PALO ALTOPANW |
| 1.48% | 1% | $74.2M | 217,701 | $48.0M | 299,698 | -81,997-27.36% | Reduce |
 HOME DEPOT INCHD |
| 1.39% | 1.23% | $69.4M | 196,803 | $58.8M | 178,685 | +18,118+10.14% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.35% | 1.46% | $67.5M | 1.6M | $69.8M | 1.4M | +203,997+14.68% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.3% | 0.01% | $65.1M | 1.5M | $586,000 | 12,966 | +1.5M+11,526.69% | Add |
 PEPSICO INCPEP |
| 1.27% | 1.33% | $63.7M | 470,767 | $63.5M | 409,078 | +61,689+15.08% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.19% | 1.13% | $59.5M | 58,834 | $54.1M | 63,937 | -5,103-7.98% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 1.16% | 1.23% | $58.0M | 423,721 | $58.8M | 448,255 | -24,534-5.47% | Reduce |
 ELI LILLY & COLLY |
| 0.83% | 0.63% | $41.6M | 34,683 | $30.0M | 32,580 | +2,103+6.45% | Add |
| DDEUTSCHE BK AG |
| 0.68% | 2.91% | $34.0M | 1.0M | $139.3M | 4.7M | -3.7M-78.47% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.66% | 0.66% | $33.0M | 65,756 | $31.5M | 64,034 | +1,722+2.69% | Add |
 ORACLE CORPORCL |
| 0.61% | 0.55% | $30.6M | 208,780 | $26.3M | 178,435 | +30,345+17.01% | Add |
 WALMART INCWMT |
| 0.58% | 0.44% | $28.9M | 255,387 | $21.1M | 169,928 | +85,459+50.29% | Add |
 MERCK & CO INCMRK |
| 0.55% | 0.5% | $27.6M | 215,121 | $24.0M | 199,356 | +15,765+7.91% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.44% | $26.2M | 51,098 | $21.1M | 42,293 | +8,805+20.82% | Add |
 APPLIED MATLS INCAMAT |
| 0.5% | 0.19% | $24.8M | 34,290 | $8.9M | 26,020 | +8,270+31.78% | Add |
| QQUALCOMM INCQCOM |
| 0.49% | 1.34% | $24.3M | 131,511 | $64.1M | 498,125 | -366,614-73.60% | Reduce |
 CORNING INCGLW |
| 0.42% | 0.1% | $21.3M | 83,232 | $4.6M | 33,787 | +49,445+146.34% | Add |
 NETFLIX INCNFLX |
| 0.39% | 0.55% | $19.6M | 274,559 | $26.4M | 274,647 | -88-0.03% | Reduce |
 KLA CORPKLAC |
| 0.35% | 0.18% | $17.5M | 58,113 | $8.7M | 5,889 | +52,224+886.81% | Add |
| AAT&T INCT |
| 0.34% | 0.32% | $16.8M | 812,943 | $15.1M | 521,402 | +291,541+55.91% | Add |
| BBANK OF AMER CORPBAC |
| 0.34% | 0.37% | $16.8M | 294,639 | $17.7M | 362,123 | -67,484-18.64% | Reduce |
 GE AEROSPACEGE |
| 0.32% | 0.33% | $15.9M | 42,492 | $15.6M | 55,110 | -12,618-22.90% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.31% | 0.32% | $15.5M | 30,973 | $15.4M | 32,071 | -1,098-3.42% | Reduce |
 BLACKROCK INC COMBLK |
| 0.3% | 0.27% | $14.9M | 15,527 | $13.0M | 13,521 | +2,006+14.84% | Add |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.34% | $14.7M | 41,568 | $16.2M | 56,528 | -14,960-26.46% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.29% | 0.23% | $14.5M | 15,546 | $11.1M | 11,107 | +4,439+39.97% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.28% | 0.56% | $14.1M | 33,870 | $27.0M | 99,608 | -65,738-66.00% | Reduce |
 WASTE MGMT INC DELWM |
| 0.27% | 0.62% | $13.7M | 61,606 | $29.9M | 129,961 | -68,355-52.60% | Reduce |
