 AMAZON COM INCAMZN |
| 4.34% | 4.15% | $5.9M | 21,419 | $4.8M | 20,499 | +920+4.49% | Add |
 MICRON TECHNOLOGY INCMU |
| 4% | 2.69% | $5.4M | 6,316 | $3.1M | 7,360 | -1,044-14.18% | Reduce |
 APPLE INCAAPL |
| 3.92% | 3.81% | $5.3M | 17,297 | $4.4M | 16,908 | +389+2.30% | Add |
 WALMART INCWMT |
| 3.44% | 4.48% | $4.6M | 41,201 | $5.2M | 40,090 | +1,111+2.77% | Add |
| AAlphabet Inc Class CGOOG |
| 3.43% | 3.45% | $4.6M | 13,249 | $4.0M | 12,593 | +656+5.21% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.18% | 3.01% | $4.3M | 19,646 | $3.5M | 18,914 | +732+3.87% | Add |
| EENI SPAE |
| 3.11% | 3.57% | $4.2M | 75,797 | $4.1M | 73,932 | +1,865+2.52% | Add |
 CATERPILLAR INCCAT |
| 3.1% | 3.37% | $4.2M | 4,896 | $3.9M | 4,950 | -54-1.09% | Reduce |
 ELI LILLY & COLLY |
| 2.88% | 2.42% | $3.9M | 3,206 | $2.8M | 2,921 | +285+9.76% | Add |
 VISA INCV |
| 2.86% | 2.59% | $3.9M | 10,627 | $3.0M | 9,710 | +917+9.44% | Add |
 AXON ENTERPRISEAXON |
| 2.75% | 1.85% | $3.7M | 5,958 | $2.1M | 6,092 | -134-2.20% | Reduce |
 MICROSOFT CORPMSFT |
| 2.63% | 2.15% | $3.6M | 7,082 | $2.5M | 6,642 | +440+6.62% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.49% | 2.92% | $3.4M | 3,564 | $3.4M | 3,262 | +302+9.26% | Add |
| CCOMMERCIAL METALS COCMC |
| 2.42% | 2.33% | $3.3M | 44,824 | $2.7M | 41,038 | +3,786+9.23% | Add |
 MCDONALDS CORPMCD |
| 2.35% | 2.87% | $3.2M | 11,669 | $3.3M | 10,723 | +946+8.82% | Add |
 EOG RES INCEOG |
| 2.34% | 2.55% | $3.2M | 22,300 | $2.9M | 21,541 | +759+3.52% | Add |
| CCANADIAN NAT RES LTDCNQ |
| 2.09% | 2.18% | $2.8M | 59,589 | $2.5M | 55,137 | +4,452+8.07% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.04% | 2.01% | $2.8M | 5,266 | $2.3M | 4,794 | +472+9.85% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.95% | 2.41% | $2.6M | 21,437 | $2.8M | 20,247 | +1,190+5.88% | Add |
 CHEVRON CORPORATIONCVX |
| 1.9% | 1.87% | $2.6M | 13,140 | $2.2M | 11,345 | +1,795+15.82% | Add |
 ATMOS ENERGY CORPATO |
| 1.78% | 2.23% | $2.4M | 14,314 | $2.6M | 13,374 | +940+7.03% | Add |
 NETFLIX INCNFLX |
| 1.73% | 2.3% | $2.3M | 30,664 | $2.7M | 26,030 | +4,634+17.80% | Add |
 CONSOLIDATED EDISON INCED |
| 1.69% | 1.86% | $2.3M | 21,498 | $2.1M | 18,691 | +2,807+15.02% | Add |
 LINDE PLCLIN |
| 1.62% | 1.66% | $2.2M | 4,441 | $1.9M | 3,813 | +628+16.47% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.54% | 1.78% | $2.1M | 44,307 | $2.1M | 42,970 | +1,337+3.11% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 1.5% | 1.85% | $2.0M | 3,662 | $2.1M | 3,408 | +254+7.45% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.36% | 1.39% | $1.8M | 3,235 | $1.6M | 3,197 | +38+1.19% | Add |
 DISNEY WALT CODIS |
| 1.34% | 1.34% | $1.8M | 17,536 | $1.6M | 15,542 | +1,994+12.83% | Add |
 DEERE & CODE |
| 1.26% | 1.43% | $1.7M | 2,741 | $1.6M | 2,663 | +78+2.93% | Add |
 ABBOTT LABORATORIESABT |
| 1.17% | 1.13% | $1.6M | 14,410 | $1.3M | 12,718 | +1,692+13.30% | Add |
 VULCAN MATLS COVMC |
| 1.17% | 1.18% | $1.6M | 5,490 | $1.4M | 4,635 | +855+18.45% | Add |
| FFASTENAL CO COMFAST |
| 1.17% | 1.12% | $1.6M | 29,824 | $1.3M | 26,404 | +3,420+12.95% | Add |
 APPLIED MATLS INCAMAT |
| 1.16% | 0.97% | $1.6M | 2,935 | $1.1M | 2,826 | +109+3.86% | Add |
 EXTRA SPACE STORAGE INCEXR |
| 1.14% | 1.36% | $1.5M | 10,539 | $1.6M | 11,303 | -764-6.76% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.13% | 0.82% | $1.5M | 5,868 | $941,833 | 3,903 | +1,965+50.35% | Add |
 ASML HLDG NVASML |
| 1.07% | 0.97% | $1.4M | 799 | $1.1M | 770 | +29+3.77% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.96% | 0.92% | $1.3M | 13,801 | $1.1M | 11,255 | +2,546+22.62% | Add |
 NOVARTIS AGNVS |
| 0.93% | 1.06% | $1.3M | 8,071 | $1.2M | 7,916 | +155+1.96% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.86% | 0.5% | $1.2M | 2,485 | $576,218 | 2,435 | +50+2.05% | Add |
 PUBLIC STORAGE COMPSA |
| 0.84% | 0.9% | $1.1M | 3,511 | $1.0M | 3,526 | -15-0.43% | Reduce |
 HOME DEPOT INCHD |
| 0.79% | 0.79% | $1.1M | 2,983 | $907,018 | 2,671 | +312+11.68% | Add |
 PROCTER & GAMBLE COPG |
| 0.74% | 0.51% | $1.0M | 6,934 | $583,853 | 3,981 | +2,953+74.18% | Add |
 XYLEM INCXYL |
| 0.74% | 0.91% | $994,190 | 8,097 | $1.0M | 8,091 | +6+0.07% | Add |
 WELLS FARGO CO NEWWFC |
| 0.73% | 0.62% | $988,001 | 11,305 | $710,095 | 8,255 | +3,050+36.95% | Add |
 MCKESSON CORP COMMCK |
| 0.72% | 0.62% | $970,789 | 1,082 | $721,453 | 826 | +256+30.99% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.63% | 0.46% | $851,518 | 2,673 | $533,207 | 2,268 | +405+17.86% | Add |
 YUM BRANDS INC COMYUM |
| 0.62% | 0.75% | $835,530 | 5,819 | $861,191 | 5,356 | +463+8.64% | Add |
 ALPHABET INCGOOGL |
| 0.52% | 0.62% | $705,843 | 2,005 | $718,195 | 2,255 | -250-11.09% | Reduce |
| IING GROEP N.V. SPONSORED ADRING |
| 0.48% | 0.38% | $645,932 | 18,281 | $438,450 | 15,309 | +2,972+19.41% | Add |
 BANK AMERICA CORPOZK |
| 0.47% | — | $639,965 | 10,028 | $0 | 0 | +10,028 | New Buy |
