 BROADCOM INCAVGO |
| 4.7% | 4.36% | $30.6M | 81,123 | $24.9M | 80,488 | +635+0.79% | Add |
| VVANGUARD INDEX FDSVV |
| 4.58% | 4.55% | $29.9M | 86,950 | $26.0M | 87,000 | -50-0.06% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 3.9% | 1.48% | $25.4M | 85,365 | $8.5M | 85,420 | -55-0.06% | Reduce |
| IISHARES TRIVV |
| 2.93% | 2.84% | $19.1M | 25,546 | $16.2M | 24,868 | +678+2.73% | Add |
 MICROSOFT CORPMSFT |
| 2.93% | 3.26% | $19.1M | 51,288 | $18.6M | 50,286 | +1,002+1.99% | Add |
 VERTIV HOLDINGS COVRT |
| 2.93% | 2.5% | $19.1M | 57,124 | $14.3M | 57,026 | +98+0.17% | Add |
 EATON CORP PLCETN |
| 2.65% | 2.52% | $17.3M | 40,599 | $14.4M | 40,230 | +369+0.92% | Add |
 CUMMINS INCCMI |
| 2.19% | 1.88% | $14.3M | 19,987 | $10.8M | 20,012 | -25-0.12% | Reduce |
 CISCO SYS INCCSCO |
| 2.17% | 1.63% | $14.2M | 120,505 | $9.3M | 119,855 | +650+0.54% | Add |
 ELI LILLY & COLLY |
| 2.15% | 1.9% | $14.0M | 11,706 | $10.8M | 11,794 | -88-0.75% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.15% | 2.17% | $14.0M | 42,752 | $12.4M | 42,268 | +484+1.15% | Add |
 APPLE INCAAPL |
| 2.06% | 2.06% | $13.5M | 46,488 | $11.8M | 46,443 | +45+0.10% | Add |
 ABBVIE INCABBV |
| 2.02% | 1.96% | $13.1M | 52,237 | $11.2M | 51,407 | +830+1.61% | Add |
| IISHARES COREIJR |
| 1.93% | 1.93% | $12.6M | 84,702 | $11.1M | 90,612 | -5,910-6.52% | Reduce |
 UNITED RENTALS INCURI |
| 1.92% | 1.4% | $12.5M | 11,063 | $8.0M | 10,958 | +105+0.96% | Add |
 MORGAN STANLEYMS |
| 1.85% | 1.66% | $12.1M | 57,869 | $9.5M | 57,644 | +225+0.39% | Add |
 RTX CORPORATIONRTX |
| 1.77% | 2.02% | $11.5M | 60,781 | $11.6M | 59,988 | +793+1.32% | Add |
 ORACLE CORPORCL |
| 1.71% | 1.93% | $11.1M | 75,911 | $11.0M | 75,113 | +798+1.06% | Add |
 PHILLIPS 66PSX |
| 1.63% | 1.95% | $10.6M | 62,724 | $11.2M | 61,296 | +1,428+2.33% | Add |
 ALPHABET INCGOOGL |
| 1.6% | 1.4% | $10.4M | 29,179 | $8.0M | 27,867 | +1,312+4.71% | Add |
 PALO ALTOPANW |
| 1.59% | 0.9% | $10.4M | 30,455 | $5.2M | 32,191 | -1,736-5.39% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1.56% | 1.69% | $10.2M | 50,501 | $9.7M | 46,204 | +4,297+9.30% | Add |
 CHEVRON CORPORATIONCVX |
| 1.52% | 2.14% | $9.9M | 59,757 | $12.2M | 59,002 | +755+1.28% | Add |
 UNION PAC CORPUNP |
| 1.51% | 1.51% | $9.8M | 36,111 | $8.6M | 35,622 | +489+1.37% | Add |
 AMERIPRISE FINL INCAMP |
| 1.5% | 1.63% | $9.8M | 21,279 | $9.3M | 21,018 | +261+1.24% | Add |
| HHARBOR ETF TRUSTOSEA |
| 1.47% | 1.59% | $9.6M | 314,868 | $9.1M | 314,868 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 1.44% | 1.57% | $9.4M | 26,022 | $9.0M | 25,537 | +485+1.90% | Add |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 1.39% | 0.99% | $9.0M | 428,355 | $5.7M | 302,740 | +125,615+41.49% | Add |
 CATERPILLAR INCCAT |
| 1.34% | 1.07% | $8.8M | 8,230 | $6.1M | 8,645 | -415-4.80% | Reduce |
 CASEYS GEN STORES INCCASY |
| 1.29% | 1.71% | $8.4M | 10,594 | $9.8M | 13,433 | -2,839-21.13% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.28% | 1.44% | $8.3M | 28,468 | $8.2M | 28,249 | +219+0.78% | Add |
 WASTE MGMT INC DELWM |
| 1.25% | 1.51% | $8.2M | 36,619 | $8.7M | 37,694 | -1,075-2.85% | Reduce |
| AAMRIZE LTD SHSAMRZ |
| 1.2% | 1.4% | $7.8M | 146,673 | $8.0M | 142,555 | +4,118+2.89% | Add |
 HUBBELL INCHUBB |
| 1.19% | 1.26% | $7.8M | 14,837 | $7.2M | 14,724 | +113+0.77% | Add |
| EEMBRAER S.A.FGM |
| 1.19% | 1.11% | $7.7M | 121,165 | $6.3M | 106,915 | +14,250+13.33% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.1% | 1.46% | $7.2M | 24,705 | $8.3M | 24,105 | +600+2.49% | Add |
| QQXO INCQXO |
| 1.03% | 1.1% | $6.7M | 387,300 | $6.3M | 324,500 | +62,800+19.35% | Add |
 CORTEVA INC COMCTVA |
| 0.94% | 1.06% | $6.1M | 72,401 | $6.1M | 72,615 | -214-0.29% | Reduce |
 MERCK & CO INCMRK |
| 0.91% | 0.96% | $5.9M | 45,976 | $5.5M | 45,728 | +248+0.54% | Add |
 AMERICAN EXPRESS COAXP |
| 0.9% | 0.92% | $5.9M | 17,331 | $5.3M | 17,386 | -55-0.32% | Reduce |
 SERVICE CORP INTLSCI |
| 0.88% | 1.08% | $5.7M | 75,525 | $6.2M | 75,100 | +425+0.57% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.85% | 0.96% | $5.5M | 11,029 | $5.5M | 11,141 | -112-1.01% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 0.84% | 0.96% | $5.5M | 30,568 | $5.5M | 30,393 | +175+0.58% | Add |
| JJ P MORGAN EXCHANGE TRADED FJPIE |
| 0.78% | 0.89% | $5.1M | 109,943 | $5.1M | 109,943 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.77% | 0.93% | $5.1M | 55,657 | $5.3M | 51,766 | +3,891+7.52% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.74% | 0.72% | $4.8M | 24,008 | $4.1M | 23,733 | +275+1.16% | Add |
 D R HORTON INCDHI |
| 0.68% | 0.66% | $4.5M | 27,391 | $3.8M | 27,341 | +50+0.18% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.63% | 0.75% | $4.1M | 46,925 | $4.3M | 46,190 | +735+1.59% | Add |
 CDW CORPCDW |
| 0.54% | 0.65% | $3.5M | 25,160 | $3.7M | 30,862 | -5,702-18.48% | Reduce |
 SYSCO CORP COMSYY |
| 0.53% | 0.67% | $3.4M | 41,069 | $3.9M | 54,021 | -12,952-23.98% | Reduce |
