| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 5.35% | 5.53% | $14.0M | 277,545 | $12.8M | 252,285 | +25,260+10.01% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 4.32% | 3.39% | $11.3M | 59,455 | $7.8M | 58,838 | +617+1.05% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.53% | 1.2% | $9.3M | 8,028 | $2.8M | 8,228 | -200-2.43% | Reduce |
| SSTATE STREETXLI |
| 2.76% | 2.7% | $7.3M | 39,169 | $6.2M | 38,514 | +655+1.70% | Add |
 GE VERNOVA INCGEV |
| 2.74% | 2.3% | $7.2M | 6,115 | $5.3M | 6,080 | +35+0.58% | Add |
| CCITIGROUP INCC |
| 2.73% | 2.53% | $7.2M | 51,265 | $5.8M | 51,475 | -210-0.41% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.54% | 2.61% | $6.7M | 20,405 | $6.0M | 20,445 | -40-0.20% | Reduce |
 CATERPILLAR INCCAT |
| 2.49% | 1.89% | $6.5M | 6,141 | $4.4M | 6,146 | -5-0.08% | Reduce |
 APPLE INCAAPL |
| 2.36% | 2.37% | $6.2M | 21,423 | $5.5M | 21,573 | -150-0.70% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.31% | 3.28% | $6.1M | 44,349 | $7.6M | 44,599 | -250-0.56% | Reduce |
 CORNING INCGLW |
| 2.28% | 1.38% | $6.0M | 23,465 | $3.2M | 23,465 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLF |
| 2.17% | 2.23% | $5.7M | 106,162 | $5.2M | 104,374 | +1,788+1.71% | Add |
 GE AEROSPACEGE |
| 2.11% | 1.81% | $5.5M | 14,840 | $4.2M | 14,720 | +120+0.82% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 1.9% | 2.17% | $5.0M | 62,951 | $5.0M | 63,051 | -100-0.16% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.79% | 2.55% | $4.7M | 28,354 | $5.9M | 28,479 | -125-0.44% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.73% | 1.88% | $4.5M | 17,850 | $4.3M | 17,775 | +75+0.42% | Add |
 CONOCOPHILLIPSCOP |
| 1.7% | 2.48% | $4.5M | 42,880 | $5.7M | 43,305 | -425-0.98% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.65% | 1.6% | $4.3M | 75,790 | $3.7M | 75,615 | +175+0.23% | Add |
 SLB LIMITEDSLB |
| 1.59% | 2% | $4.2M | 89,911 | $4.6M | 89,936 | -25-0.03% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.59% | 2.04% | $4.2M | 78,541 | $4.7M | 76,678 | +1,863+2.43% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.5% | 1.52% | $3.9M | 24,809 | $3.5M | 23,919 | +890+3.72% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.46% | 1.44% | $3.8M | 19,172 | $3.3M | 19,097 | +75+0.39% | Add |
 STATE STR CORP COMSTT |
| 1.39% | 1.19% | $3.7M | 21,550 | $2.7M | 21,700 | -150-0.69% | Reduce |
 MICROSOFT CORPMSFT |
| 1.39% | 1.56% | $3.6M | 9,749 | $3.6M | 9,739 | +10+0.10% | Add |
 ELI LILLY & COLLY |
| 1.37% | 1.2% | $3.6M | 3,000 | $2.8M | 3,000 | 00.00% | Unchanged |
 WALMART INCWMT |
| 1.33% | 1.66% | $3.5M | 30,853 | $3.8M | 30,728 | +125+0.41% | Add |
 CUMMINS INCCMI |
| 1.32% | 1.13% | $3.5M | 4,875 | $2.6M | 4,855 | +20+0.41% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.26% | 1.13% | $3.3M | 4,492 | $2.6M | 4,499 | -7-0.16% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 1.26% | 1.35% | $3.3M | 52,500 | $3.1M | 53,175 | -675-1.27% | Reduce |
 DEERE & CODE |
| 1.24% | 1.24% | $3.2M | 5,116 | $2.9M | 5,066 | +50+0.99% | Add |
 MERCK & CO INCMRK |
| 1.16% | 1.23% | $3.0M | 23,717 | $2.8M | 23,607 | +110+0.47% | Add |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.02% | $3.0M | 8,446 | $2.3M | 8,171 | +275+3.37% | Add |
 COCA COLA COKO |
| 1.12% | 1.18% | $2.9M | 36,063 | $2.7M | 35,663 | +400+1.12% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.11% | 1.09% | $2.9M | 5,935 | $2.5M | 6,040 | -105-1.74% | Reduce |
 EMERSON ELEC COEMR |
| 1.08% | 1.12% | $2.8M | 19,800 | $2.6M | 19,700 | +100+0.51% | Add |
 WELLS FARGO CO NEWWFC |
| 1.04% | 1.14% | $2.7M | 33,065 | $2.6M | 33,050 | +15+0.05% | Add |
 PFIZER INCPFE |
| 1.02% | 1.34% | $2.7M | 110,815 | $3.1M | 110,015 | +800+0.73% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 1% | 1.09% | $2.6M | 31,579 | $2.5M | 30,554 | +1,025+3.35% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.99% | 1.08% | $2.6M | 5,202 | $2.5M | 5,192 | +10+0.19% | Add |
 3M CO COMMMM |
| 0.95% | 0.97% | $2.5M | 15,473 | $2.2M | 15,403 | +70+0.45% | Add |
 KONTOOR BRANDS INCKTB |
| 0.92% | 0.88% | $2.4M | 28,960 | $2.0M | 28,810 | +150+0.52% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.91% | 1.13% | $2.4M | 2,560 | $2.6M | 2,610 | -50-1.92% | Reduce |
 ABBVIE INCABBV |
| 0.89% | 0.88% | $2.3M | 9,325 | $2.0M | 9,350 | -25-0.27% | Reduce |
 AMGEN INC COMAMGN |
| 0.88% | 0.96% | $2.3M | 6,347 | $2.2M | 6,297 | +50+0.79% | Add |
 INGERSOLL RAND INC COMIR |
| 0.86% | 0.96% | $2.3M | 27,666 | $2.2M | 27,526 | +140+0.51% | Add |
 AMAZON COM INCAMZN |
| 0.86% | 0.84% | $2.3M | 9,510 | $1.9M | 9,300 | +210+2.26% | Add |
 ILLINOIS TOOLITW |
| 0.82% | 0.9% | $2.1M | 7,948 | $2.1M | 7,938 | +10+0.13% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 0.81% | 0.94% | $2.1M | 27,442 | $2.2M | 27,742 | -300-1.08% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.74% | 0.75% | $1.9M | 6,175 | $1.7M | 6,055 | +120+1.98% | Add |
| IISHARES TRITA |
| 0.74% | 0.75% | $1.9M | 8,008 | $1.7M | 7,935 | +73+0.92% | Add |
