ALPHABET INC GOOGL
7.26% 6.47% $137.6M 385,173 $115.3M 400,805 -15,632 -3.90% Reduce NVIDIA CORPORATION NVDA
6.69% 6.29% $126.9M 633,979 $112.1M 642,574 -8,595 -1.34% Reduce BROADCOM INC AVGO
6.14% 5.62% $116.4M 308,225 $100.1M 323,279 -15,054 -4.66% Reduce ELI LILLY & CO LLY
5.14% 4.31% $97.4M 81,167 $76.7M 83,422 -2,255 -2.70% Reduce APPLE INC AAPL
4.31% 3.97% $81.7M 282,181 $70.7M 278,562 +3,619 +1.30% Add MICROSOFT CORP MSFT
3.67% 4.06% $69.5M 186,285 $72.3M 195,341 -9,056 -4.64% Reduce JPMORGAN CHASE & CO JPM
3.38% 3.33% $64.1M 195,923 $59.3M 201,465 -5,542 -2.75% Reduce AMAZON COM INC AMZN
3.16% 2.87% $59.9M 251,450 $51.0M 245,073 +6,377 +2.60% Add GE VERNOVA INC GEV
3.1% 2.48% $58.7M 49,980 $44.2M 50,584 -604 -1.19% Reduce S SPDR GOLD TR GLD
2.91% 4.18% $55.2M 149,771 $74.5M 173,122 -23,351 -13.49% Reduce MORGAN STANLEY MS
2.83% 2.3% $53.6M 256,389 $41.0M 249,367 +7,022 +2.82% Add BERKSHIRE HATHAWAY INC DEL BRK.B
2.57% 2.7% $48.8M 97,481 $48.1M 100,297 -2,816 -2.81% Reduce ABBVIE INC ABBV
2.24% 2.15% $42.5M 168,964 $38.3M 176,293 -7,329 -4.16% Reduce WASTE MGMT INC DEL WM
2.11% 2.43% $40.0M 179,600 $43.2M 188,208 -8,608 -4.57% Reduce MASTERCARD INCORPORATED MA
2.04% 2.24% $38.6M 75,190 $39.9M 79,834 -4,644 -5.82% Reduce LINDE PLC LIN
1.92% 1.99% $36.4M 70,095 $35.5M 71,637 -1,542 -2.15% Reduce JOHNSON & JOHNSON JNJ
1.8% 1.74% $34.2M 134,657 $30.9M 126,560 +8,097 +6.40% Add VERTEX PHARMACEUTICALS INC VRTX
1.48% 1.44% $28.1M 56,624 $25.7M 57,640 -1,016 -1.76% Reduce BLACKSTONE INC BX
1.44% 1.47% $27.3M 232,345 $26.1M 227,372 +4,973 +2.19% Add EATON CORP PLC ETN
1.41% 1.3% $26.8M 62,861 $23.2M 64,794 -1,933 -2.98% Reduce STRYKER CORPORATION SYK
1.29% 1.58% $24.5M 77,812 $28.2M 85,768 -7,956 -9.28% Reduce ABBOTT LABORATORIES ABT
1.19% 1.19% $22.5M 248,217 $21.2M 206,625 +41,592 +20.13% Add HOME DEPOT INC HD
1.18% 1.25% $22.4M 63,531 $22.4M 67,956 -4,425 -6.51% Reduce T THERMO FISHER SCIENTIFIC INC TMO
1.08% 1.17% $20.5M 40,920 $20.9M 42,474 -1,554 -3.66% Reduce CHEVRON CORPORATION CVX
1.05% 1.41% $19.9M 120,250 $25.2M 121,803 -1,553 -1.28% Reduce COCA COLA CO KO
1.04% 1.1% $19.7M 242,903 $19.6M 257,884 -14,981 -5.81% Reduce NETFLIX INC NFLX
1.02% 1.62% $19.3M 269,678 $28.8M 299,223 -29,545 -9.87% Reduce A Alphabet Inc Class C GOOG
0.92% 0.78% $17.5M 49,445 $13.9M 48,583 +862 +1.77% Add H HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS HTHIY
0.92% 0.93% $17.4M 629,086 $16.6M 570,150 +58,936 +10.34% Add FERGUSON ENTERPRISES INC FERG
0.89% 0.87% $16.8M 70,977 $15.5M 66,598 +4,379 +6.58% Add UNION PAC CORP UNP
0.86% 0.83% $16.4M 60,192 $14.9M 61,233 -1,041 -1.70% Reduce SOUTHERN CO SO
0.81% 0.97% $15.3M 159,767 $17.2M 178,217 -18,450 -10.35% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.8% 0.64% $15.3M 20,427 $11.4M 17,548 +2,879 +16.41% Add MERCK & CO INC MRK
0.75% 0.34% $14.2M 110,547 $6.0M 49,836 +60,711 +121.82% Add PALO ALTO PANW
0.74% 0.32% $14.1M 41,381 $5.7M 35,302 +6,079 +17.22% Add EXXON MOBIL CORP XOM
0.74% 0.97% $13.9M 102,018 $17.3M 102,161 -143 -0.14% Reduce G GILEAD SCIENCES INC COM GILD
0.7% 0.93% $13.3M 105,534 $16.6M 119,259 -13,725 -11.51% Reduce VISA INC V
0.68% 0.64% $13.0M 37,796 $11.5M 37,930 -134 -0.35% Reduce GE AEROSPACE GE
0.67% 0.54% $12.8M 34,205 $9.6M 33,996 +209 +0.61% Add AMERICAN ELEC PWR CO INC AEP
0.62% 0.24% $11.7M 85,654 $4.2M 32,328 +53,326 +164.95% Add MCDONALDS CORP MCD
0.54% 0.64% $10.2M 37,799 $11.4M 36,766 +1,033 +2.81% Add TEXAS INSTRS INC TXN
0.51% 0.34% $9.7M 32,460 $6.1M 31,238 +1,222 +3.91% Add NORTHROP GRUMMAN CORP COM NOC
0.45% 1.11% $8.5M 16,648 $19.9M 29,096 -12,448 -42.78% Reduce CISCO SYS INC CSCO
0.43% 0.16% $8.1M 68,613 $2.8M 36,731 +31,882 +86.80% Add MONDELEZ INTL INC CL A MDLZ
0.42% 0.45% $8.0M 138,306 $8.0M 138,834 -528 -0.38% Reduce GOLDMAN SACHS GROUP INC GS
0.42% 0.36% $8.0M 7,888 $6.4M 7,603 +285 +3.75% Add PEPSICO INC PEP
0.36% 0.91% $6.8M 50,369 $16.3M 104,913 -54,544 -51.99% Reduce G GENERAL DYNAMICS CORP GD
0.35% 0.32% $6.7M 18,026 $5.8M 18,005 +21 +0.12% Add RTX CORPORATION RTX
0.35% 0.5% $6.6M 34,638 $8.8M 45,750 -11,112 -24.29% Reduce PROCTER & GAMBLE CO PG
0.33% 0.38% $6.3M 42,696 $6.7M 46,460 -3,764 -8.10% Reduce 
