 FEDEX CORPFDX |
| 30.97% | 40.04% | $110.7M | 353,475 | $125.9M | 353,355 | +120+0.03% | Add |
| FFEDEX FGHT HLDG CO INCFDXF |
| 7.46% | — | $26.7M | 176,609 | $0 | 0 | +176,609 | New Buy |
 CATERPILLAR INCCAT |
| 5.56% | 4.21% | $19.9M | 18,664 | $13.2M | 18,692 | -28-0.15% | Reduce |
| IISHARES TRIVV |
| 4.18% | 4.13% | $14.9M | 19,936 | $13.0M | 19,886 | +50+0.25% | Add |
 INTEL CORPINTC |
| 3.2% | 1.15% | $11.5M | 82,019 | $3.6M | 82,019 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 2.67% | 2.92% | $9.5M | 37,524 | $9.2M | 37,523 | +1+0.00% | Add |
 MICROSOFT CORPMSFT |
| 2.66% | 3% | $9.5M | 25,518 | $9.4M | 25,490 | +28+0.11% | Add |
 CINTAS CORP COMCTAS |
| 2.6% | 2.95% | $9.3M | 54,736 | $9.3M | 54,736 | 00.00% | Unchanged |
 WALMART INCWMT |
| 2.13% | 2.66% | $7.6M | 67,221 | $8.4M | 67,220 | +1+0.00% | Add |
 HOME DEPOT INCHD |
| 1.95% | 2.06% | $7.0M | 19,722 | $6.5M | 19,722 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.72% | 1.83% | $6.1M | 47,856 | $5.8M | 47,853 | +3+0.01% | Add |
 ELI LILLY & COLLY |
| 1.68% | 1.47% | $6.0M | 5,020 | $4.6M | 5,012 | +8+0.16% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.67% | 1.72% | $6.0M | 26,667 | $5.4M | 26,667 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.66% | 2.35% | $5.9M | 43,405 | $7.4M | 43,443 | -38-0.09% | Reduce |
 APPLE INCAAPL |
| 1.43% | 1.46% | $5.1M | 17,704 | $4.6M | 18,097 | -393-2.17% | Reduce |
 AMGEN INC COMAMGN |
| 1.41% | 1.56% | $5.0M | 13,941 | $4.9M | 13,941 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 1.39% | 1.37% | $5.0M | 13,455 | $4.3M | 13,412 | +43+0.32% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.13% | 1.1% | $4.0M | 14,340 | $3.5M | 14,258 | +82+0.58% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.92% | 0.99% | $3.3M | 6,540 | $3.1M | 6,514 | +26+0.40% | Add |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.78% | $3.2M | 9,050 | $2.5M | 8,562 | +488+5.70% | Add |
 RTX CORPORATIONRTX |
| 0.86% | 0.99% | $3.1M | 16,121 | $3.1M | 16,121 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.83% | 0.71% | $3.0M | 7,919 | $2.2M | 7,919 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.41% | $2.7M | 3,742 | $1.3M | 3,742 | 00.00% | Unchanged |
 EQUIFAX INCEFX |
| 0.74% | 0.95% | $2.6M | 16,639 | $3.0M | 16,639 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.7% | 0.53% | $2.5M | 21,429 | $1.7M | 21,424 | +5+0.02% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.65% | 0.64% | $2.3M | 3,113 | $2.0M | 3,113 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.65% | 0.55% | $2.3M | 1,977 | $1.7M | 1,977 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.58% | 0.57% | $2.1M | 8,169 | $1.8M | 8,169 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.56% | 0.57% | $2.0M | 6,101 | $1.8M | 6,101 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.46% | 0.4% | $1.6M | 8,181 | $1.3M | 7,236 | +945+13.06% | Add |
 TEXAS INSTRS INCTXN |
| 0.43% | 0.32% | $1.6M | 5,202 | $1.0M | 5,202 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 0.43% | 0.43% | $1.5M | 4,498 | $1.4M | 4,498 | 00.00% | Unchanged |
 WW GRAINGER INCGWW |
| 0.4% | 0.36% | $1.4M | 1,050 | $1.1M | 1,050 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 0.37% | 0.4% | $1.3M | 15,972 | $1.3M | 15,972 | 00.00% | Unchanged |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.37% | 0.37% | $1.3M | 6,168 | $1.2M | 6,098 | +70+1.15% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.36% | 0.44% | $1.3M | 1,388 | $1.4M | 1,388 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.36% | 0.36% | $1.3M | 7,882 | $1.1M | 7,817 | +65+0.83% | Add |
 PROCTER & GAMBLE COPG |
| 0.35% | 0.38% | $1.2M | 8,417 | $1.2M | 8,317 | +100+1.20% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.34% | 0.29% | $1.2M | 3,124 | $905,768 | 3,094 | +30+0.97% | Add |
 CHUBB LIMITEDCB |
| 0.33% | 0.36% | $1.2M | 3,461 | $1.1M | 3,461 | 00.00% | Unchanged |
 NUCOR CORPNUE |
| 0.33% | 0.28% | $1.2M | 5,226 | $883,717 | 5,226 | 00.00% | Unchanged |
 DEERE & CODE |
| 0.32% | 0.31% | $1.1M | 1,801 | $986,052 | 1,750 | +51+2.91% | Add |
 MEDTRONIC PLCMDT |
| 0.3% | 0.38% | $1.1M | 13,604 | $1.2M | 13,604 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.29% | 0.37% | $1.0M | 4,758 | $1.2M | 4,877 | -119-2.44% | Reduce |
 BROADRIDGE FINL SOLUTIONS INBR |
| 0.28% | 0.38% | $1.0M | 7,388 | $1.2M | 7,388 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.28% | 0.33% | $995,270 | 17,273 | $1.0M | 17,172 | +101+0.59% | Add |
| IISHARES RUSSELLIWM |
| 0.28% | 0.26% | $986,385 | 3,283 | $820,311 | 3,308 | -25-0.76% | Reduce |
 PEPSICO INCPEP |
| 0.26% | 0.34% | $938,051 | 6,928 | $1.1M | 6,927 | +1+0.01% | Add |
 CORNING INCGLW |
| 0.25% | 0.15% | $903,967 | 3,539 | $481,198 | 3,539 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.25% | 0.23% | $896,023 | 2,372 | $714,040 | 2,307 | +65+2.82% | Add |
