 APPLE INCAAPL |
| 6.39% | 6.2% | $481.9M | 1.7M | $429.6M | 1.7M | -27,295-1.61% | Reduce |
 BROADCOM INCAVGO |
| 5.5% | 5.01% | $414.8M | 1.1M | $347.5M | 1.1M | -24,453-2.18% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.23% | 4.67% | $394.4M | 1.1M | $323.7M | 1.1M | -12,069-1.07% | Reduce |
 MICROSOFT CORPMSFT |
| 4.69% | 5.08% | $353.9M | 948,625 | $352.1M | 951,315 | -2,690-0.28% | Reduce |
 LAM RESEARCH CORPLRCX |
| 4.66% | 2.6% | $351.4M | 810,989 | $180.2M | 843,259 | -32,270-3.83% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.62% | 4.31% | $348.3M | 1.7M | $298.5M | 1.7M | +29,312+1.71% | Add |
 AMAZON COM INCAMZN |
| 2.84% | 2.75% | $214.6M | 900,398 | $190.3M | 913,771 | -13,373-1.46% | Reduce |
 ASML HLDG NVASML |
| 2.28% | 1.66% | $171.8M | 86,363 | $115.1M | 87,124 | -761-0.87% | Reduce |
| VVANGUARD FTSEVEA |
| 2.08% | 1.89% | $157.2M | 2.2M | $130.7M | 2.0M | +166,776+8.18% | Add |
 ABBVIE INCABBV |
| 1.99% | 1.89% | $150.2M | 596,837 | $130.9M | 601,712 | -4,875-0.81% | Reduce |
| IISHARES TRIBTH |
| 1.96% | 2.19% | $147.9M | 6.6M | $151.6M | 6.8M | -145,271-2.15% | Reduce |
 ALPHABET INCGOOGL |
| 1.89% | 1.77% | $142.3M | 398,195 | $122.6M | 426,231 | -28,036-6.58% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.84% | 2.04% | $138.6M | 423,411 | $141.7M | 481,849 | -58,438-12.13% | Reduce |
 AMETEK INC COMAME |
| 1.75% | 1.71% | $132.1M | 545,930 | $118.8M | 553,980 | -8,050-1.45% | Reduce |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 1.72% | 1.95% | $129.5M | 5.7M | $135.4M | 5.9M | -250,869-4.25% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.49% | 1.51% | $112.6M | 219,151 | $104.9M | 210,012 | +9,139+4.35% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.43% | 1.86% | $107.9M | 371,262 | $129.1M | 374,100 | -2,838-0.76% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.38% | 1.47% | $104.0M | 207,870 | $102.2M | 213,217 | -5,347-2.51% | Reduce |
| IISHARES TRIBDR |
| 1.34% | 1.47% | $101.4M | 4.2M | $101.6M | 4.2M | -4,193-0.10% | Reduce |
| IISHARES TRIBDS |
| 1.33% | 1.45% | $100.6M | 4.2M | $100.2M | 4.1M | +18,754+0.45% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.32% | 1.25% | $99.5M | 391,709 | $86.9M | 355,670 | +36,039+10.13% | Add |
 TJX COS INC NEWTJX |
| 1.25% | 1.3% | $94.1M | 621,328 | $90.1M | 564,247 | +57,081+10.12% | Add |
 HOME DEPOT INCHD |
| 1.2% | 1.17% | $90.6M | 256,790 | $81.2M | 246,956 | +9,834+3.98% | Add |
| IISHARES TRDGRO |
| 1.19% | 1.99% | $90.1M | 1.2M | $137.9M | 2.0M | -776,853-39.53% | Reduce |
 META PLATFORMS INCMETA |
| 1.16% | 1.45% | $87.5M | 155,257 | $100.5M | 175,665 | -20,408-11.62% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.09% | 1.31% | $82.1M | 163,790 | $90.8M | 184,675 | -20,885-11.31% | Reduce |
| IISHARES TRIBDT |
| 1.06% | 1.07% | $80.2M | 3.2M | $74.5M | 2.9M | +234,281+7.97% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.97% | 0.74% | $72.8M | 429,179 | $51.5M | 435,765 | -6,586-1.51% | Reduce |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.96% | 0.95% | $72.8M | 3.1M | $65.8M | 2.8M | +314,936+11.14% | Add |
 VISA INCV |
| 0.92% | 0.83% | $69.5M | 202,559 | $57.7M | 190,754 | +11,805+6.19% | Add |
 ELI LILLY & COLLY |
| 0.85% | 0.74% | $64.3M | 53,616 | $51.5M | 56,035 | -2,419-4.32% | Reduce |
| SSTATE STREETSPYM |
| 0.81% | 0.73% | $61.3M | 697,278 | $50.6M | 661,241 | +36,037+5.45% | Add |
 AMGEN INC COMAMGN |
| 0.81% | 0.84% | $60.8M | 167,825 | $57.9M | 164,564 | +3,261+1.98% | Add |
 CATERPILLAR INCCAT |
| 0.79% | 1.12% | $59.6M | 56,006 | $77.4M | 109,265 | -53,259-48.74% | Reduce |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.79% | 0.78% | $59.4M | 2.7M | $53.7M | 2.5M | +272,104+11.09% | Add |
 AUTOZONE INCAZO |
| 0.78% | 0.94% | $59.1M | 18,482 | $64.8M | 19,195 | -713-3.71% | Reduce |
 MARATHON PETE CORPMPC |
| 0.77% | 0.86% | $58.1M | 227,433 | $59.9M | 245,189 | -17,756-7.24% | Reduce |
| IISHARES TRLDRC |
| 0.72% | 0.7% | $54.1M | 2.1M | $48.8M | 1.9M | +217,629+11.26% | Add |
 HUBBELL INCHUBB |
| 0.71% | 0.76% | $53.2M | 101,771 | $52.5M | 107,044 | -5,273-4.93% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.65% | 0.79% | $49.1M | 120,624 | $55.1M | 129,533 | -8,909-6.88% | Reduce |
 MCDONALDS CORPMCD |
| 0.64% | 0.86% | $48.6M | 179,770 | $59.5M | 191,298 | -11,528-6.03% | Reduce |
 ORACLE CORPORCL |
| 0.63% | 0.51% | $47.7M | 325,784 | $35.2M | 239,419 | +86,365+36.07% | Add |
| IISHARES TRLDRT |
| 0.63% | 0.57% | $47.7M | 1.9M | $39.2M | 1.6M | +347,290+22.37% | Add |
 DANAHER CORP DEL COMDHR |
| 0.63% | 0.77% | $47.6M | 249,742 | $53.1M | 280,181 | -30,439-10.86% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.63% | 0.66% | $47.4M | 285,665 | $46.1M | 222,774 | +62,891+28.23% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.58% | 0.35% | $43.9M | 44,921 | $24.0M | 26,766 | +18,155+67.83% | Add |
 EXXON MOBIL CORPXOM |
| 0.58% | 0.7% | $43.7M | 319,725 | $48.3M | 284,948 | +34,777+12.20% | Add |
 CUMMINS INCCMI |
| 0.55% | 0.47% | $41.5M | 58,256 | $32.3M | 59,962 | -1,706-2.85% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.55% | 0.63% | $41.3M | 116,610 | $43.7M | 127,334 | -10,724-8.42% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.51% | 0.34% | $38.6M | 114,034 | $23.8M | 78,628 | +35,406+45.03% | Add |
