 HOME DEPOT INCHD |
| 3.95% | 4.13% | $298.5M | 846,430 | $278.9M | 847,854 | -1,424-0.17% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.09% | 3.04% | $233.5M | 1.2M | $205.1M | 1.2M | -9,049-0.77% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.89% | 1.7% | $218.4M | 302,050 | $114.9M | 336,097 | -34,047-10.13% | Reduce |
 ALPHABET INCGOOGL |
| 2.72% | 2.49% | $205.5M | 574,912 | $167.8M | 583,652 | -8,740-1.50% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.49% | 2.36% | $188.7M | 534,147 | $159.3M | 555,252 | -21,105-3.80% | Reduce |
 MICROSOFT CORPMSFT |
| 2.24% | 2.58% | $169.5M | 454,510 | $174.1M | 470,285 | -15,775-3.35% | Reduce |
 APPLE INCAAPL |
| 2.23% | 2.23% | $169.0M | 584,122 | $150.7M | 593,794 | -9,672-1.63% | Reduce |
 AMAZON COM INCAMZN |
| 2.11% | 2.02% | $159.4M | 668,849 | $136.5M | 655,327 | +13,522+2.06% | Add |
| IISHARES GOLD TRIAU |
| 1.55% | 2.14% | $117.2M | 1.6M | $144.2M | 1.6M | -84,009-5.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.41% | 0.73% | $106.5M | 92,226 | $48.9M | 144,819 | -52,593-36.32% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.31% | 1.6% | $99.4M | 1.1M | $108.0M | 1.2M | -29,801-2.56% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.31% | 1.42% | $99.0M | 197,761 | $95.7M | 199,758 | -1,997-1.00% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.29% | 1.08% | $97.5M | 291,126 | $73.0M | 291,400 | -274-0.09% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 1.13% | 0.89% | $85.2M | 837,725 | $59.9M | 933,300 | -95,575-10.24% | Reduce |
 ABBVIE INCABBV |
| 1.12% | 1.09% | $84.6M | 336,097 | $73.4M | 337,526 | -1,429-0.42% | Reduce |
 CATERPILLAR INCCAT |
| 1.12% | 0.84% | $84.4M | 79,281 | $56.4M | 79,623 | -342-0.43% | Reduce |
 Genuine Parts Co ComGPC |
| 1.08% | 1.22% | $81.7M | 692,724 | $82.0M | 774,950 | -82,226-10.61% | Reduce |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.06% | 1.05% | $80.4M | 1.0M | $71.1M | 979,858 | +35,327+3.61% | Add |
| QQUALCOMM INCQCOM |
| 1.06% | 1.06% | $80.3M | 434,642 | $71.7M | 556,647 | -122,005-21.92% | Reduce |
 CAMECO CORPCCJ |
| 1.05% | 1.27% | $79.6M | 781,617 | $85.6M | 788,539 | -6,922-0.88% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.04% | 1.1% | $78.8M | 240,659 | $73.9M | 251,343 | -10,684-4.25% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.02% | 0.39% | $77.2M | 259,159 | $26.5M | 267,907 | -8,748-3.27% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1.02% | 1.15% | $76.8M | 360,473 | $77.3M | 353,043 | +7,430+2.10% | Add |
 PALO ALTOPANW |
| 0.94% | 0.56% | $71.0M | 208,149 | $37.7M | 234,994 | -26,845-11.42% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 0.93% | 0.93% | $70.7M | 1.1M | $62.7M | 1.1M | +57,190+5.36% | Add |
 DEERE & CODE |
| 0.88% | 0.88% | $66.6M | 104,941 | $59.4M | 105,456 | -515-0.49% | Reduce |
 NEWMONT CORPNEM |
| 0.87% | 1.13% | $65.7M | 703,903 | $76.2M | 703,617 | +286+0.04% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.87% | 0.99% | $65.6M | 258,233 | $66.8M | 273,256 | -15,023-5.50% | Reduce |
 FEDEX CORPFDX |
| 0.83% | 1.07% | $62.9M | 200,746 | $71.9M | 201,851 | -1,105-0.55% | Reduce |
 META PLATFORMS INCMETA |
| 0.78% | 0.63% | $59.1M | 104,921 | $42.6M | 74,372 | +30,549+41.08% | Add |
 MERCK & CO INCMRK |
| 0.76% | 0.8% | $57.5M | 447,832 | $53.7M | 446,512 | +1,320+0.30% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.71% | 0.73% | $53.7M | 54,857 | $49.1M | 54,842 | +15+0.03% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.7% | 0.31% | $53.1M | 188,776 | $21.0M | 86,622 | +102,154+117.93% | Add |
| CCITIGROUP INCC |
| 0.67% | 0.62% | $50.9M | 363,622 | $41.5M | 366,101 | -2,479-0.68% | Reduce |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.65% | 0.87% | $49.5M | 440,382 | $58.7M | 448,097 | -7,715-1.72% | Reduce |
 STARBUCKS CORPSBUX |
| 0.63% | 0.62% | $47.6M | 465,482 | $42.0M | 468,819 | -3,337-0.71% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.63% | 0.68% | $47.5M | 518,035 | $46.0M | 539,188 | -21,153-3.92% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.61% | 0.58% | $46.5M | 643,928 | $38.8M | 539,741 | +104,187+19.30% | Add |
 DISNEY WALT CODIS |
| 0.6% | 0.68% | $45.5M | 473,112 | $46.0M | 477,173 | -4,061-0.85% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.6% | 0.38% | $45.1M | 704,344 | $25.6M | 359,492 | +344,852+95.93% | Add |
 CORNING INCGLW |
| 0.58% | 0.35% | $44.0M | 172,269 | $23.8M | 175,034 | -2,765-1.58% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.58% | 0.57% | $43.8M | 43,324 | $38.8M | 45,814 | -2,490-5.44% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.57% | 0.32% | $43.4M | 478,373 | $21.6M | 210,484 | +267,889+127.27% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.56% | 0.44% | $42.6M | 223,519 | $29.7M | 223,507 | +12+0.01% | Add |
 EMERSON ELEC COEMR |
| 0.55% | 0.58% | $41.9M | 292,469 | $39.0M | 297,318 | -4,849-1.63% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.55% | 0.62% | $41.5M | 82,830 | $41.9M | 85,252 | -2,422-2.84% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.54% | 0.68% | $40.7M | 277,538 | $45.6M | 315,544 | -38,006-12.04% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.54% | 0.7% | $40.5M | 762,726 | $47.4M | 773,725 | -10,999-1.42% | Reduce |
 WALMART INCWMT |
| 0.53% | 0.66% | $40.2M | 354,932 | $44.4M | 357,250 | -2,318-0.65% | Reduce |
| TTYSON FOODS INCTSN |
| 0.53% | 0.46% | $40.0M | 698,623 | $31.3M | 488,220 | +210,403+43.10% | Add |
