 APPLE INCAAPL |
| 9.18% | 9.09% | $124.7M | 430,921 | $108.2M | 426,168 | +4,753+1.12% | Add |
 APPLIED MATLS INCAMAT |
| 7.49% | 4.06% | $101.8M | 140,818 | $48.3M | 141,172 | -354-0.25% | Reduce |
 MICROSOFT CORPMSFT |
| 7.44% | 8.27% | $101.1M | 271,136 | $98.4M | 265,807 | +5,329+2.00% | Add |
| AAlphabet Inc Class CGOOG |
| 5.61% | 5.13% | $76.2M | 215,738 | $61.0M | 212,801 | +2,937+1.38% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.12% | 5.02% | $69.5M | 347,454 | $59.7M | 342,563 | +4,891+1.43% | Add |
 AMAZON COM INCAMZN |
| 5.1% | 5.03% | $69.3M | 290,773 | $59.8M | 287,248 | +3,525+1.23% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 3.56% | 3.39% | $48.4M | 47,837 | $40.3M | 47,659 | +178+0.37% | Add |
 ELI LILLY & COLLY |
| 3.28% | 2.78% | $44.5M | 37,106 | $33.1M | 36,014 | +1,092+3.03% | Add |
 JPMORGAN CHASE & COJPM |
| 2.72% | 2.75% | $37.0M | 112,910 | $32.7M | 111,268 | +1,642+1.48% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.65% | 2.87% | $36.0M | 141,937 | $34.2M | 139,840 | +2,097+1.50% | Add |
 ABBVIE INCABBV |
| 2.44% | 2.32% | $33.1M | 131,696 | $27.6M | 127,106 | +4,590+3.61% | Add |
 GE VERNOVA INCGEV |
| 2.34% | 1.95% | $31.8M | 27,034 | $23.2M | 26,601 | +433+1.63% | Add |
 BROADCOM INCAVGO |
| 2.31% | 1.75% | $31.4M | 83,128 | $20.8M | 67,337 | +15,791+23.45% | Add |
 CISCO SYS INCCSCO |
| 2.07% | 1.55% | $28.1M | 239,361 | $18.4M | 237,269 | +2,092+0.88% | Add |
 CHEVRON CORPORATIONCVX |
| 1.98% | 2.75% | $26.9M | 162,376 | $32.7M | 157,887 | +4,489+2.84% | Add |
 PALO ALTOPANW |
| 1.85% | 0.99% | $25.2M | 73,812 | $11.7M | 73,119 | +693+0.95% | Add |
 CHUBB LIMITEDCB |
| 1.77% | 1.91% | $24.0M | 70,435 | $22.7M | 69,683 | +752+1.08% | Add |
 VISA INCV |
| 1.75% | 1.73% | $23.7M | 69,147 | $20.6M | 68,085 | +1,062+1.56% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.68% | 1.91% | $22.8M | 247,559 | $22.8M | 242,166 | +5,393+2.23% | Add |
 AMGEN INC COMAMGN |
| 1.61% | 1.75% | $21.9M | 60,423 | $20.8M | 59,182 | +1,241+2.10% | Add |
 MERCK & CO INCMRK |
| 1.51% | 1.59% | $20.6M | 160,158 | $18.9M | 157,177 | +2,981+1.90% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.48% | 1.76% | $20.1M | 21,450 | $21.0M | 21,057 | +393+1.87% | Add |
 HOME DEPOT INCHD |
| 1.35% | 1.43% | $18.4M | 52,198 | $17.1M | 51,907 | +291+0.56% | Add |
 STRYKER CORPORATIONSYK |
| 1.34% | 1.58% | $18.2M | 57,946 | $18.8M | 57,285 | +661+1.15% | Add |
 SYNOPSYS INCSNPS |
| 1.26% | 1.24% | $17.2M | 38,499 | $14.8M | 37,251 | +1,248+3.35% | Add |
 ROCKWELL AUTOMATION INCROK |
| 1.22% | 1% | $16.5M | 33,401 | $11.9M | 33,292 | +109+0.33% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.21% | 1.8% | $16.4M | 32,230 | $21.4M | 31,374 | +856+2.73% | Add |
 TRAVELERS COSTRV |
| 1.16% | 1.16% | $15.8M | 47,821 | $13.8M | 47,283 | +538+1.14% | Add |
 MEDTRONIC PLCMDT |
| 1.15% | 1.41% | $15.7M | 200,207 | $16.7M | 192,966 | +7,241+3.75% | Add |
 EMERSON ELEC COEMR |
| 1.14% | 1.17% | $15.5M | 108,301 | $13.9M | 106,351 | +1,950+1.83% | Add |
 SALESFORCE INCCRM |
| 1.14% | 1.53% | $15.4M | 98,543 | $18.2M | 97,465 | +1,078+1.11% | Add |
 PROCTER & GAMBLE COPG |
| 1.12% | 1.23% | $15.3M | 104,075 | $14.6M | 101,293 | +2,782+2.75% | Add |
 META PLATFORMS INCMETA |
| 1.11% | 0.89% | $15.1M | 26,828 | $10.6M | 18,529 | +8,299+44.79% | Add |
 BLACKROCK INC COMBLK |
| 1.1% | 1.24% | $15.0M | 15,585 | $14.7M | 15,335 | +250+1.63% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.04% | 1.12% | $14.1M | 28,086 | $13.4M | 27,203 | +883+3.25% | Add |
 NETFLIX INCNFLX |
| 1% | 1.5% | $13.6M | 190,533 | $17.8M | 185,393 | +5,140+2.77% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.95% | 0.97% | $12.9M | 71,044 | $11.6M | 69,905 | +1,139+1.63% | Add |
 SERVICENOW INCNOW |
| 0.84% | 0.98% | $11.5M | 115,337 | $11.6M | 111,085 | +4,252+3.83% | Add |
 HONEYWELL INTL INCHON |
| 0.8% | 1.79% | $10.9M | 48,691 | $21.3M | 94,286 | -45,595-48.36% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.79% | — | $10.7M | 48,601 | $0 | 0 | +48,601 | New Buy |
 WELLS FARGO CO NEWWFC |
| 0.76% | 0.82% | $10.3M | 124,397 | $9.7M | 122,362 | +2,035+1.66% | Add |
 MCDONALDS CORPMCD |
| 0.73% | 0.94% | $9.9M | 36,694 | $11.1M | 35,813 | +881+2.46% | Add |
| AAT&T INCT |
| 0.71% | 1.09% | $9.7M | 466,274 | $12.9M | 446,643 | +19,631+4.40% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.7% | 0.79% | $9.6M | 132,434 | $9.4M | 130,524 | +1,910+1.46% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.7% | 0.74% | $9.5M | 41,390 | $8.9M | 40,869 | +521+1.27% | Add |
 ALPHABET INCGOOGL |
| 0.38% | 0.34% | $5.2M | 14,443 | $4.0M | 13,888 | +555+4.00% | Add |
 F5 INCFFIV |
| 0.28% | 0.34% | $3.9M | 9,292 | $4.0M | 13,917 | -4,625-33.23% | Reduce |
 WAFD INCWAFD |
| 0.23% | 0.21% | $3.1M | 80,896 | $2.5M | 80,896 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.13% | 0.19% | $1.8M | 13,000 | $2.2M | 13,000 | 00.00% | Unchanged |
 INTUITINTU |
| 0.09% | 1.58% | $1.2M | 4,586 | $18.8M | 43,593 | -39,007-89.48% | Reduce |
