 APPLE INCAAPL |
| 5.38% | 5.24% | $93.1M | 321,813 | $81.8M | 322,470 | -657-0.20% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.08% | 1.85% | $70.6M | 163,718 | $28.9M | 176,189 | -12,471-7.08% | Reduce |
 BROADCOM INCAVGO |
| 3.59% | 3.34% | $62.2M | 164,602 | $52.1M | 168,300 | -3,698-2.20% | Reduce |
 ALPHABET INCGOOGL |
| 3.11% | 2.8% | $53.8M | 150,632 | $43.8M | 152,207 | -1,575-1.03% | Reduce |
 MICROSOFT CORPMSFT |
| 3.1% | 3.4% | $53.7M | 143,925 | $53.1M | 143,526 | +399+0.28% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.98% | 1.2% | $51.6M | 44,735 | $18.7M | 55,452 | -10,717-19.33% | Reduce |
 KLA CORPKLAC |
| 2.71% | 1.64% | $46.9M | 155,284 | $25.6M | 17,370 | +137,914+793.98% | Add |
 AMAZON COM INCAMZN |
| 2.62% | 2.52% | $45.4M | 190,655 | $39.4M | 189,164 | +1,491+0.79% | Add |
| AAlphabet Inc Class CGOOG |
| 2.45% | 2.25% | $42.4M | 119,882 | $35.1M | 122,251 | -2,369-1.94% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.01% | 2.13% | $34.8M | 136,876 | $33.2M | 135,684 | +1,192+0.88% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.97% | 2.12% | $34.1M | 66,426 | $33.2M | 66,354 | +72+0.11% | Add |
 RTX CORPORATIONRTX |
| 1.94% | 2.18% | $33.6M | 177,118 | $34.0M | 176,077 | +1,041+0.59% | Add |
 JPMORGAN CHASE & COJPM |
| 1.8% | 1.78% | $31.1M | 95,120 | $27.8M | 94,406 | +714+0.76% | Add |
 CUMMINS INCCMI |
| 1.79% | 1.51% | $31.0M | 43,396 | $23.6M | 43,913 | -517-1.18% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.75% | 1.86% | $30.3M | 60,475 | $29.0M | 60,497 | -22-0.04% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.7% | 2% | $29.5M | 31,554 | $31.3M | 31,391 | +163+0.52% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 1.67% | 1.24% | $29.0M | 366,668 | $19.3M | 243,719 | +122,949+50.45% | Add |
 TJX COS INC NEWTJX |
| 1.57% | 1.84% | $27.2M | 179,853 | $28.7M | 179,562 | +291+0.16% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.55% | 1.74% | $26.8M | 290,843 | $27.1M | 293,474 | -2,631-0.90% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.5% | 1.4% | $26.0M | 25,727 | $21.9M | 25,862 | -135-0.52% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.49% | 1.19% | $25.9M | 152,264 | $18.6M | 151,650 | +614+0.40% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.48% | 1.4% | $25.7M | 128,448 | $21.9M | 125,358 | +3,090+2.46% | Add |
 EATON CORP PLCETN |
| 1.31% | 1.19% | $22.7M | 53,283 | $18.5M | 51,862 | +1,421+2.74% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.26% | 1.26% | $21.8M | 120,335 | $19.7M | 118,104 | +2,231+1.89% | Add |
 META PLATFORMS INCMETA |
| 1.24% | 1.36% | $21.5M | 38,113 | $21.2M | 37,125 | +988+2.66% | Add |
 CHUBB LIMITEDCB |
| 1.23% | 1.28% | $21.2M | 62,140 | $20.0M | 61,068 | +1,072+1.76% | Add |
 PROCTER & GAMBLE COPG |
| 1.02% | 1.14% | $17.6M | 119,982 | $17.9M | 123,666 | -3,684-2.98% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.99% | 0.9% | $17.1M | 60,760 | $14.1M | 58,114 | +2,646+4.55% | Add |
 CATERPILLAR INCCAT |
| 0.97% | 0.74% | $16.8M | 15,777 | $11.5M | 16,237 | -460-2.83% | Reduce |
 LINDE PLCLIN |
| 0.96% | 1.01% | $16.6M | 32,001 | $15.7M | 31,662 | +339+1.07% | Add |
 CHEVRON CORPORATIONCVX |
| 0.95% | 1.3% | $16.4M | 99,049 | $20.3M | 98,282 | +767+0.78% | Add |
| IISHARES TRIVW |
| 0.94% | 0.86% | $16.3M | 118,790 | $13.5M | 119,028 | -238-0.20% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.93% | 0.99% | $16.1M | 51,146 | $15.4M | 46,937 | +4,209+8.97% | Add |
| IISHARES S&PIVE |
| 0.92% | 0.92% | $15.9M | 69,947 | $14.3M | 67,702 | +2,245+3.32% | Add |
 MCDONALDS CORPMCD |
| 0.91% | 1.13% | $15.8M | 58,472 | $17.6M | 56,550 | +1,922+3.40% | Add |
 NETFLIX INCNFLX |
| 0.91% | 1.32% | $15.7M | 220,366 | $20.5M | 213,433 | +6,933+3.25% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 0.86% | 0.83% | $15.0M | 165,538 | $12.9M | 160,839 | +4,699+2.92% | Add |
 COCA COLA COKO |
| 0.79% | 0.84% | $13.6M | 166,416 | $13.1M | 171,373 | -4,957-2.89% | Reduce |
 UNION PAC CORPUNP |
| 0.76% | 0.75% | $13.2M | 48,621 | $11.7M | 48,401 | +220+0.45% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.74% | 1.04% | $12.9M | 104,412 | $16.2M | 103,277 | +1,135+1.10% | Add |
 DISNEY WALT CODIS |
| 0.72% | 0.82% | $12.5M | 130,047 | $12.8M | 133,053 | -3,006-2.26% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 0.71% | 0.68% | $12.3M | 9,233 | $10.6M | 9,162 | +71+0.77% | Add |
 D R HORTON INCDHI |
| 0.68% | 0.6% | $11.8M | 72,526 | $9.4M | 68,227 | +4,299+6.30% | Add |
 HOME DEPOT INCHD |
| 0.67% | 0.69% | $11.7M | 33,136 | $10.8M | 32,842 | +294+0.90% | Add |
| IISHARES TRIBDS |
| 0.63% | 0.7% | $11.0M | 452,252 | $10.9M | 451,426 | +826+0.18% | Add |
 AON PLC SHS CL AAON |
| 0.61% | 0.65% | $10.6M | 32,104 | $10.1M | 31,236 | +868+2.78% | Add |
 CURTISS WRIGHT CORPCW |
| 0.57% | 0.58% | $10.0M | 13,137 | $9.1M | 13,394 | -257-1.92% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.57% | 0.72% | $9.9M | 109,230 | $11.3M | 109,698 | -468-0.43% | Reduce |
 ABBVIE INCABBV |
| 0.52% | 0.49% | $9.0M | 35,935 | $7.7M | 35,215 | +720+2.04% | Add |
 ELI LILLY & COLLY |
| 0.51% | 0.36% | $8.8M | 7,338 | $5.6M | 6,047 | +1,291+21.35% | Add |
