| SSTATE STR SPDR S&P 500 ETF TSPY |
| 8.51% | 8% | $12.9M | 17,225 | $11.0M | 16,867 | +358+2.12% | Add |
 BROADCOM INCAVGO |
| 3.86% | 3.49% | $5.8M | 15,468 | $4.8M | 15,468 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 3.63% | 2.67% | $5.5M | 5,147 | $3.7M | 5,162 | -15-0.29% | Reduce |
 APPLE INCAAPL |
| 3.59% | 3.47% | $5.4M | 18,779 | $4.8M | 18,747 | +32+0.17% | Add |
 WALMART INCWMT |
| 3.32% | 4.02% | $5.0M | 44,369 | $5.5M | 44,410 | -41-0.09% | Reduce |
 MICROSOFT CORPMSFT |
| 3.16% | 3.45% | $4.8M | 12,822 | $4.7M | 12,777 | +45+0.35% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.14% | 3.04% | $4.7M | 23,711 | $4.2M | 23,886 | -175-0.73% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 3.12% | 3.15% | $4.7M | 9,043 | $4.3M | 9,317 | -274-2.94% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.65% | 0.86% | $4.0M | 3,476 | $1.2M | 3,510 | -34-0.97% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.49% | 2.28% | $3.8M | 3,721 | $3.1M | 3,704 | +17+0.46% | Add |
 JPMORGAN CHASE & COJPM |
| 2.35% | 2.3% | $3.5M | 10,837 | $3.2M | 10,740 | +97+0.90% | Add |
 EXXON MOBIL CORPXOM |
| 2.24% | 3.08% | $3.4M | 24,778 | $4.2M | 24,937 | -159-0.64% | Reduce |
 NETFLIX INCNFLX |
| 1.95% | 2.95% | $2.9M | 41,227 | $4.0M | 42,049 | -822-1.95% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.93% | 1.91% | $2.9M | 8,647 | $2.6M | 8,657 | -10-0.12% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.78% | 1.58% | $2.7M | 3,648 | $2.2M | 3,758 | -110-2.93% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.64% | 0.63% | $2.5M | 4,280 | $864,770 | 4,251 | +29+0.68% | Add |
 CISCO SYS INCCSCO |
| 1.58% | 1.14% | $2.4M | 20,276 | $1.6M | 20,071 | +205+1.02% | Add |
 ELI LILLY & COLLY |
| 1.52% | 1.29% | $2.3M | 1,910 | $1.8M | 1,922 | -12-0.62% | Reduce |
 TRAVELERS COSTRV |
| 1.46% | 1.41% | $2.2M | 6,705 | $1.9M | 6,642 | +63+0.95% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.44% | 1.31% | $2.2M | 7,720 | $1.8M | 7,385 | +335+4.54% | Add |
| NNVR INCNVR |
| 1.37% | 1.47% | $2.1M | 305 | $2.0M | 305 | 00.00% | Unchanged |
 COCA COLA COKO |
| 1.36% | 1.41% | $2.0M | 25,208 | $1.9M | 25,347 | -139-0.55% | Reduce |
 VISA INCV |
| 1.35% | 1.3% | $2.0M | 5,963 | $1.8M | 5,883 | +80+1.36% | Add |
 3M CO COMMMM |
| 1.35% | 1.2% | $2.0M | 12,606 | $1.7M | 11,363 | +1,243+10.94% | Add |
 RTX CORPORATIONRTX |
| 1.31% | 1.44% | $2.0M | 10,409 | $2.0M | 10,250 | +159+1.55% | Add |
 ORACLE CORPORCL |
| 1.25% | 1.38% | $1.9M | 12,933 | $1.9M | 12,834 | +99+0.77% | Add |
 AMAZON COM INCAMZN |
| 1.16% | 1.09% | $1.7M | 7,336 | $1.5M | 7,169 | +167+2.33% | Add |
 EATON CORP PLCETN |
| 0.99% | 0.91% | $1.5M | 3,500 | $1.3M | 3,500 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.97% | 1.11% | $1.5M | 2,611 | $1.5M | 2,668 | -57-2.14% | Reduce |
 AMGEN INC COMAMGN |
| 0.92% | 0.9% | $1.4M | 3,847 | $1.2M | 3,524 | +323+9.17% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.92% | 0.38% | $1.4M | 3,216 | $527,838 | 3,216 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.9% | 1.09% | $1.4M | 1,462 | $1.5M | 1,507 | -45-2.99% | Reduce |
 SERVICENOW INCNOW |
| 0.9% | 0.8% | $1.4M | 13,735 | $1.1M | 10,455 | +3,280+31.37% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.88% | 0.93% | $1.3M | 3,743 | $1.3M | 3,715 | +28+0.75% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.79% | 0.85% | $1.2M | 4,699 | $1.2M | 4,742 | -43-0.91% | Reduce |
 CUMMINS INCCMI |
| 0.77% | 0.64% | $1.2M | 1,636 | $880,202 | 1,636 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.76% | 0.72% | $1.1M | 3,244 | $985,315 | 2,996 | +248+8.28% | Add |
 MORGAN STANLEYMS |
| 0.76% | 0.66% | $1.1M | 5,473 | $900,364 | 5,471 | +2+0.04% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.75% | 0.83% | $1.1M | 2,212 | $1.1M | 2,288 | -76-3.32% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.75% | 0.75% | $1.1M | 5,621 | $1.0M | 5,621 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.73% | 1.07% | $1.1M | 4,975 | $1.5M | 6,210 | -1,235-19.89% | Reduce |
| EEBAY INC. COMEBAY |
| 0.72% | 0.65% | $1.1M | 9,806 | $892,457 | 9,805 | +1+0.01% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.72% | 0.85% | $1.1M | 8,647 | $1.2M | 8,406 | +241+2.87% | Add |
 MERCK & CO INCMRK |
| 0.71% | 0.72% | $1.1M | 8,398 | $992,959 | 8,255 | +143+1.73% | Add |
 T-MOBILE US INC COMTMUS |
| 0.69% | 0.95% | $1.0M | 6,185 | $1.3M | 6,187 | -2-0.03% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.68% | 0.68% | $1.0M | 4,690 | $936,885 | 4,726 | -36-0.76% | Reduce |
 MCDONALDS CORPMCD |
| 0.63% | 0.9% | $952,996 | 3,526 | $1.2M | 3,966 | -440-11.09% | Reduce |
 ABBVIE INCABBV |
| 0.62% | 0.6% | $934,148 | 3,712 | $820,934 | 3,775 | -63-1.67% | Reduce |
 PPG INDS INCPPG |
| 0.61% | 0.55% | $922,652 | 7,607 | $752,662 | 7,042 | +565+8.02% | Add |
 COLGATE PALMOLIVE COCL |
| 0.61% | 0.63% | $921,568 | 10,052 | $869,945 | 10,207 | -155-1.52% | Reduce |
