 JPMORGAN CHASE & COJPM |
| 8.77% | 9.9% | $34.3M | 104,790 | $33.9M | 105,290 | -500-0.47% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.84% | 7.25% | $26.8M | 133,706 | $24.9M | 133,291 | +415+0.31% | Add |
 MICRON TECHNOLOGY INCMU |
| 5.89% | 1.72% | $23.0M | 19,965 | $5.9M | 20,615 | -650-3.15% | Reduce |
 APPLE INCAAPL |
| 5.32% | 5.8% | $20.8M | 71,901 | $19.9M | 73,166 | -1,265-1.73% | Reduce |
 MICROSOFT CORPMSFT |
| 4.26% | 5.88% | $16.7M | 44,698 | $20.2M | 41,673 | +3,025+7.26% | Add |
 CORNING INCGLW |
| 3.93% | 1.6% | $15.4M | 60,217 | $5.5M | 62,517 | -2,300-3.68% | Reduce |
 ABBVIE INCABBV |
| 3.08% | 3.24% | $12.1M | 47,916 | $11.1M | 48,616 | -700-1.44% | Reduce |
 AMAZON COM INCAMZN |
| 2.91% | 2.77% | $11.4M | 47,805 | $9.5M | 41,080 | +6,725+16.37% | Add |
 LAM RESEARCH CORPLRCX |
| 2.58% | 1.25% | $10.1M | 23,310 | $4.3M | 25,010 | -1,700-6.80% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.5% | 2.53% | $9.8M | 27,620 | $8.7M | 27,660 | -40-0.14% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.38% | 2.62% | $9.3M | 63,410 | $9.0M | 62,660 | +750+1.20% | Add |
 MERCK & CO INCMRK |
| 2.22% | 2.01% | $8.7M | 67,643 | $6.9M | 65,293 | +2,350+3.60% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.12% | 2.15% | $8.3M | 29,465 | $7.4M | 24,910 | +4,555+18.29% | Add |
 ORACLE CORPORCL |
| 1.97% | 2.71% | $7.7M | 52,590 | $9.3M | 47,650 | +4,940+10.37% | Add |
 CISCO SYS INCCSCO |
| 1.95% | 1.5% | $7.6M | 65,016 | $5.1M | 66,756 | -1,740-2.61% | Reduce |
 AMGEN INC COMAMGN |
| 1.76% | 1.72% | $6.9M | 19,003 | $5.9M | 18,003 | +1,000+5.55% | Add |
 GE AEROSPACEGE |
| 1.43% | 1.34% | $5.6M | 14,959 | $4.6M | 14,959 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 1.32% | 1.42% | $5.2M | 15,030 | $4.9M | 15,030 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 1.24% | 1.81% | $4.8M | 11,887 | $6.2M | 11,887 | 00.00% | Unchanged |
| SSPDR GOLD TRGLD |
| 1.23% | 1.62% | $4.8M | 13,049 | $5.6M | 14,049 | -1,000-7.12% | Reduce |
 CATERPILLAR INCCAT |
| 1.22% | 0.76% | $4.8M | 4,475 | $2.6M | 4,525 | -50-1.10% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.12% | 0.47% | $4.4M | 7,550 | $1.6M | 7,550 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 1.09% | 1.06% | $4.3M | 15,738 | $3.6M | 15,738 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.07% | 1.09% | $4.2M | 72,300 | $3.7M | 69,350 | +2,950+4.25% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.05% | 1.02% | $4.1M | 16,211 | $3.5M | 16,946 | -735-4.34% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.03% | 1.09% | $4.0M | 70,483 | $3.7M | 67,783 | +2,700+3.98% | Add |
 PFIZER INCPFE |
| 0.95% | 0.82% | $3.7M | 153,923 | $2.8M | 112,943 | +40,980+36.28% | Add |
 TRACTOR SUPPLY CO COMTSCO |
| 0.92% | 0.7% | $3.6M | 113,686 | $2.4M | 48,186 | +65,500+135.93% | Add |
 PEPSICO INCPEP |
| 0.85% | 1.05% | $3.3M | 24,544 | $3.6M | 25,144 | -600-2.39% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.83% | 0.81% | $3.2M | 35,213 | $2.8M | 35,213 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.82% | 0.81% | $3.2M | 39,556 | $2.8M | 39,556 | 00.00% | Unchanged |
 VISA INCV |
| 0.8% | 0.95% | $3.1M | 9,146 | $3.2M | 9,246 | -100-1.08% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.75% | 0.79% | $3.0M | 3,155 | $2.7M | 3,155 | 00.00% | Unchanged |
 AFLAC INC COMAFL |
| 0.66% | 0.73% | $2.6M | 22,016 | $2.5M | 22,616 | -600-2.65% | Reduce |
 MCKESSON CORP COMMCK |
| 0.66% | 0.81% | $2.6M | 3,400 | $2.8M | 3,400 | 00.00% | Unchanged |
| AAT&T INCT |
| 0.65% | 0.98% | $2.5M | 123,117 | $3.4M | 134,906 | -11,789-8.74% | Reduce |
 DEERE & CODE |
| 0.65% | 0.54% | $2.5M | 3,979 | $1.9M | 3,979 | 00.00% | Unchanged |
 VERIZON COMMUNICATIONS INCVZ |
| 0.64% | 0.71% | $2.5M | 59,173 | $2.4M | 60,073 | -900-1.50% | Reduce |
 ELI LILLY & COLLY |
| 0.62% | 0.64% | $2.4M | 2,034 | $2.2M | 2,034 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.62% | 1% | $2.4M | 26,758 | $3.4M | 27,433 | -675-2.46% | Reduce |
 SLB LIMITEDSLB |
| 0.61% | 0.58% | $2.4M | 51,436 | $2.0M | 51,886 | -450-0.87% | Reduce |
| IISHARES TRITA |
| 0.6% | 0.61% | $2.3M | 9,675 | $2.1M | 9,675 | 00.00% | Unchanged |
 FLUOR CORPFLR |
| 0.6% | 0.52% | $2.3M | 44,600 | $1.8M | 44,600 | 00.00% | Unchanged |
 BOEING COBA |
| 0.58% | 0.62% | $2.3M | 10,550 | $2.1M | 9,745 | +805+8.26% | Add |
 HUNTINGTON INGALLS INDS INC COMHII |
| 0.58% | 0.81% | $2.3M | 8,120 | $2.8M | 8,120 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.57% | 0.57% | $2.2M | 6,186 | $2.0M | 6,286 | -100-1.59% | Reduce |
 EMERSON ELEC COEMR |
| 0.51% | 0.56% | $2.0M | 13,900 | $1.9M | 14,400 | -500-3.47% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.51% | 0.53% | $2.0M | 2,656 | $1.8M | 2,656 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.5% | 0.54% | $1.9M | 22,133 | $1.8M | 22,893 | -760-3.32% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.49% | 0.45% | $1.9M | 11,662 | $1.5M | 10,112 | +1,550+15.33% | Add |
