 APPLE INCAAPL |
| 3.99% | 6.57% | $5.8M | 19,935 | $9.3M | 36,735 | -16,800-45.73% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 3.87% | 1.63% | $5.6M | 5,810 | $2.3M | 5,910 | -100-1.69% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.53% | 3.13% | $5.1M | 25,515 | $4.4M | 25,460 | +55+0.22% | Add |
 CATERPILLAR INCCAT |
| 3.37% | 2.32% | $4.9M | 4,586 | $3.3M | 4,651 | -65-1.40% | Reduce |
 ALPHABET INCGOOGL |
| 3.11% | 2.56% | $4.5M | 12,610 | $3.6M | 12,635 | -25-0.20% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.07% | 2.81% | $4.4M | 13,570 | $4.0M | 13,570 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2.94% | 2.63% | $4.3M | 17,857 | $3.7M | 17,927 | -70-0.39% | Reduce |
 MICROSOFT CORPMSFT |
| 2.83% | 6.16% | $4.1M | 10,975 | $8.7M | 23,620 | -12,645-53.54% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.65% | 2.26% | $3.8M | 3,795 | $3.2M | 3,795 | 00.00% | Unchanged |
 WILLIAMS COS INCWMB |
| 2.58% | 2.58% | $3.7M | 50,294 | $3.7M | 50,294 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 2.39% | 2.4% | $3.5M | 13,605 | $3.4M | 13,955 | -350-2.51% | Reduce |
 WALMART INCWMT |
| 2.34% | 2.64% | $3.4M | 29,950 | $3.7M | 30,150 | -200-0.66% | Reduce |
 INTEL CORPINTC |
| 2.33% | 0.77% | $3.4M | 24,154 | $1.1M | 24,779 | -625-2.52% | Reduce |
 AMGEN INC COMAMGN |
| 2.21% | 2.23% | $3.2M | 8,815 | $3.2M | 8,980 | -165-1.84% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.11% | 1.42% | $3.0M | 7,338 | $2.0M | 7,438 | -100-1.34% | Reduce |
 META PLATFORMS INCMETA |
| 2.06% | 2.13% | $3.0M | 5,286 | $3.0M | 5,286 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 2.03% | 1.93% | $2.9M | 8,349 | $2.7M | 8,344 | +5+0.06% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 1.98% | 2.12% | $2.9M | 89,740 | $3.0M | 89,740 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 1.97% | 1.34% | $2.9M | 24,275 | $1.9M | 24,475 | -200-0.82% | Reduce |
 ELI LILLY & COLLY |
| 1.84% | 2.76% | $2.7M | 2,221 | $3.9M | 4,256 | -2,035-47.81% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.76% | 2.26% | $2.5M | 18,630 | $3.2M | 18,880 | -250-1.32% | Reduce |
 BLACKROCK INC COMBLK |
| 1.63% | 1.67% | $2.4M | 2,458 | $2.4M | 2,457 | +1+0.04% | Add |
 DEERE & CODE |
| 1.62% | 1.48% | $2.3M | 3,688 | $2.1M | 3,728 | -40-1.07% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.61% | 2.07% | $2.3M | 14,090 | $2.9M | 14,210 | -120-0.84% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.49% | 0.99% | $2.2M | 7,225 | $1.4M | 7,225 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.4% | 1.47% | $2.0M | 54,987 | $2.1M | 55,037 | -50-0.09% | Reduce |
 UNION PAC CORPUNP |
| 1.38% | 1.27% | $2.0M | 7,355 | $1.8M | 7,430 | -75-1.01% | Reduce |
 ONEOK INC NEWOKE |
| 1.27% | 1.34% | $1.8M | 21,093 | $1.9M | 21,093 | 00.00% | Unchanged |
 VISA INCV |
| 1.19% | 1.08% | $1.7M | 5,020 | $1.5M | 5,070 | -50-0.99% | Reduce |
 MCDONALDS CORPMCD |
| 1.17% | 1.38% | $1.7M | 6,280 | $2.0M | 6,295 | -15-0.24% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.15% | 1.01% | $1.7M | 5,940 | $1.4M | 5,940 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 1.04% | 1.09% | $1.5M | 10,285 | $1.5M | 10,485 | -200-1.91% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.78% | $1.4M | 3,845 | $1.1M | 3,870 | -25-0.65% | Reduce |
 BLACKSTONE INCBX |
| 0.94% | 0.94% | $1.4M | 11,543 | $1.3M | 11,543 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.9% | 0.91% | $1.3M | 13,463 | $1.3M | 13,460 | +3+0.02% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.9% | 0.88% | $1.3M | 2,589 | $1.3M | 2,615 | -26-0.99% | Reduce |
 MERCK & CO INCMRK |
| 0.84% | 0.8% | $1.2M | 9,470 | $1.1M | 9,470 | 00.00% | Unchanged |
 NORFOLK SOUTHN CORP COMNSC |
| 0.82% | 0.77% | $1.2M | 3,750 | $1.1M | 3,790 | -40-1.06% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.77% | 0.71% | $1.1M | 4,990 | $1.0M | 4,990 | 00.00% | Unchanged |
 CONOCOPHILLIPSCOP |
| 0.71% | 0.93% | $1.0M | 9,925 | $1.3M | 10,025 | -100-1.00% | Reduce |
 BOEING COBA |
| 0.69% | 0.65% | $1.0M | 4,640 | $923,000 | 4,640 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.65% | 0.46% | $935,037 | 5,060 | $655,000 | 5,085 | -25-0.49% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.64% | 0.6% | $928,262 | 8,635 | $850,000 | 8,635 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.63% | — | $912,538 | 2,115 | $0 | 0 | +2,115 | New Buy |
 VERIZON COMMUNICATIONS INCVZ |
| 0.63% | 0.76% | $907,558 | 21,435 | $1.1M | 21,510 | -75-0.35% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.63% | 0.63% | $906,968 | 6,185 | $893,000 | 6,185 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.62% | 0.59% | $897,221 | 11,040 | $840,000 | 11,040 | 00.00% | Unchanged |
 AFLAC INC COMAFL |
| 0.6% | 0.58% | $873,513 | 7,450 | $817,000 | 7,450 | 00.00% | Unchanged |
 Genuine Parts Co ComGPC |
| 0.58% | 0.53% | $839,428 | 7,115 | $759,000 | 7,175 | -60-0.84% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.57% | 0.62% | $829,728 | 14,400 | $873,000 | 14,400 | 00.00% | Unchanged |
