 MICROSOFT CORPMSFT |
| 7.49% | 5.33% | $17.9M | 37,115 | $12.9M | 34,837 | +2,278+6.54% | Add |
 APPLE INCAAPL |
| 7.36% | 6.01% | $17.7M | 64,930 | $14.5M | 57,272 | +7,658+13.37% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 4.72% | 4.46% | $11.3M | 15 | $10.8M | 15 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.27% | 3.65% | $10.2M | 32,740 | $8.8M | 30,700 | +2,040+6.64% | Add |
 JPMORGAN CHASE & COJPM |
| 2.97% | 2.66% | $7.1M | 22,128 | $6.4M | 21,845 | +283+1.30% | Add |
 AMAZON COM INCAMZN |
| 2.77% | 2.41% | $6.7M | 28,829 | $5.8M | 27,932 | +897+3.21% | Add |
| IISHARES TRSHV |
| 2.09% | 4.63% | $5.0M | 45,490 | $11.2M | 101,407 | -55,917-55.14% | Reduce |
 COCA COLA COKO |
| 2.01% | 1.64% | $4.8M | 68,986 | $4.0M | 51,639 | +17,347+33.59% | Add |
 RTX CORPORATIONRTX |
| 1.93% | 1.93% | $4.6M | 25,194 | $4.7M | 24,215 | +979+4.04% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.87% | 1.48% | $4.5M | 8,927 | $3.6M | 7,489 | +1,438+19.20% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.74% | 1.82% | $4.2M | 13,663 | $4.4M | 13,010 | +653+5.02% | Add |
 EATON CORP PLCETN |
| 1.73% | 1.92% | $4.1M | 13,020 | $4.6M | 12,944 | +76+0.59% | Add |
 HONEYWELL INTL INCHON |
| 1.6% | 1.77% | $3.8M | 19,628 | $4.3M | 18,924 | +704+3.72% | Add |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.59% | 1.44% | $3.8M | 156,860 | $3.5M | 143,112 | +13,748+9.61% | Add |
 PALO ALTOPANW |
| 1.44% | 1.16% | $3.4M | 18,712 | $2.8M | 17,511 | +1,201+6.86% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.36% | 1.36% | $3.3M | 15,782 | $3.3M | 13,496 | +2,286+16.94% | Add |
 BROADCOM INCAVGO |
| 1.35% | 1.13% | $3.2M | 9,347 | $2.7M | 8,854 | +493+5.57% | Add |
 ABBOTT LABORATORIESABT |
| 1.29% | 1.07% | $3.1M | 24,750 | $2.6M | 25,131 | -381-1.52% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.23% | 0.98% | $3.0M | 7,977 | $2.4M | 7,867 | +110+1.40% | Add |
| IISHARES TRIWY |
| 1.1% | 0.88% | $2.6M | 9,556 | $2.1M | 8,583 | +973+11.34% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.08% | 1.04% | $2.6M | 26,847 | $2.5M | 25,951 | +896+3.45% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.07% | 1.07% | $2.6M | 2,906 | $2.6M | 2,901 | +5+0.17% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.02% | 0.81% | $2.4M | 4,225 | $1.9M | 3,962 | +263+6.64% | Add |
 LOWES COS INC COMLOW |
| 1.02% | 0.96% | $2.4M | 10,120 | $2.3M | 9,848 | +272+2.76% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.02% | 0.83% | $2.4M | 29,821 | $2.0M | 27,758 | +2,063+7.43% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.98% | 1.13% | $2.3M | 20,000 | $2.7M | 20,910 | -910-4.35% | Reduce |
 HOME DEPOT INCHD |
| 0.97% | 0.88% | $2.3M | 6,726 | $2.1M | 6,499 | +227+3.49% | Add |
 PEPSICO INCPEP |
| 0.95% | 1.02% | $2.3M | 15,795 | $2.5M | 15,809 | -14-0.09% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.95% | 0.81% | $2.3M | 7,717 | $2.0M | 8,112 | -395-4.87% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.93% | 0.71% | $2.2M | 7,859 | $1.7M | 7,392 | +467+6.32% | Add |
 VERTIV HOLDINGS COVRT |
| 0.92% | 0.5% | $2.2M | 6,582 | $1.2M | 4,870 | +1,712+35.15% | Add |
 CHEVRON CORPORATIONCVX |
| 0.9% | 1.2% | $2.2M | 14,202 | $2.9M | 14,071 | +131+0.93% | Add |
 DISNEY WALT CODIS |
| 0.89% | 0.96% | $2.1M | 18,739 | $2.3M | 24,129 | -5,390-22.34% | Reduce |
 ASML HLDG NVASML |
| 0.85% | 1.01% | $2.0M | 1,913 | $2.4M | 1,840 | +73+3.97% | Add |
 ORACLE CORPORCL |
| 0.84% | 0.6% | $2.0M | 10,341 | $1.5M | 9,924 | +417+4.20% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.83% | 0.94% | $2.0M | 24,739 | $2.3M | 24,471 | +268+1.10% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.81% | 0.64% | $1.9M | 5,872 | $1.5M | 5,714 | +158+2.77% | Add |
 PROCTER & GAMBLE COPG |
| 0.79% | 0.78% | $1.9M | 13,241 | $1.9M | 13,105 | +136+1.04% | Add |
 UNITED BANKSHARES INC WEST VUBSI |
| 0.76% | 0.52% | $1.8M | 47,027 | $1.2M | 29,810 | +17,217+57.76% | Add |
 ELI LILLY & COLLY |
| 0.73% | 0.61% | $1.7M | 1,625 | $1.5M | 1,605 | +20+1.25% | Add |
 EMERSON ELEC COEMR |
| 0.67% | 0.65% | $1.6M | 12,102 | $1.6M | 11,987 | +115+0.96% | Add |
 NETFLIX INCNFLX |
| 0.67% | 0.78% | $1.6M | 17,048 | $1.9M | 19,702 | -2,654-13.47% | Reduce |
 ABBVIE INCABBV |
| 0.66% | 0.61% | $1.6M | 6,944 | $1.5M | 6,740 | +204+3.03% | Add |
 CME GROUP INCCME |
| 0.65% | 0.49% | $1.6M | 5,722 | $1.2M | 4,042 | +1,680+41.56% | Add |
 INGREDION INC COMINGR |
| 0.64% | 0.65% | $1.5M | 14,000 | $1.6M | 14,000 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.59% | 0.67% | $1.4M | 1,650 | $1.6M | 1,633 | +17+1.04% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.59% | 0.69% | $1.4M | 8,676 | $1.7M | 9,962 | -1,286-12.91% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.57% | 0.34% | $1.4M | 7,378 | $813,307 | 4,689 | +2,689+57.35% | Add |
 MERCK & CO INCMRK |
| 0.57% | 0.57% | $1.4M | 12,880 | $1.4M | 11,424 | +1,456+12.75% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.57% | 0.46% | $1.4M | 5,259 | $1.1M | 5,186 | +73+1.41% | Add |
