 APPLE INCAAPL |
| 7.87% | 7.68% | $14.7M | 44,366 | $9.9M | 39,052 | +5,314+13.61% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 6.57% | 1.06% | $12.3M | 16,072 | $1.4M | 3,503 | +12,569+358.81% | Add |
 AMAZON COM INCAMZN |
| 5.1% | 5.33% | $9.5M | 38,150 | $6.9M | 33,128 | +5,022+15.16% | Add |
 ALPHABET INCGOOGL |
| 4.47% | 4.42% | $8.3M | 23,453 | $5.7M | 19,864 | +3,589+18.07% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 3.41% | 3.3% | $6.4M | 5,887 | $4.3M | 5,051 | +836+16.55% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.21% | 3.5% | $6.0M | 28,924 | $4.5M | 25,870 | +3,054+11.81% | Add |
 JPMORGAN CHASE & COJPM |
| 3.16% | 3.74% | $5.9M | 17,188 | $4.8M | 16,443 | +745+4.53% | Add |
 MICROSOFT CORPMSFT |
| 2.55% | 3.13% | $4.8M | 12,135 | $4.0M | 10,924 | +1,211+11.09% | Add |
 MORGAN STANLEYMS |
| 2.15% | 2.2% | $4.0M | 18,406 | $2.8M | 17,254 | +1,152+6.68% | Add |
 PLAINS ALL AMERN PIPELINE LPAA |
| 1.93% | 1.88% | $3.6M | 149,464 | $2.4M | 108,742 | +40,722+37.45% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.84% | 1.98% | $3.4M | 4,602 | $2.6M | 3,937 | +665+16.89% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.8% | 1.14% | $3.4M | 13,242 | $1.5M | 6,020 | +7,222+119.97% | Add |
 WASTE MGMT INC DELWM |
| 1.76% | 1.94% | $3.3M | 13,739 | $2.5M | 10,911 | +2,828+25.92% | Add |
 PROCTER & GAMBLE COPG |
| 1.72% | 2.12% | $3.2M | 21,625 | $2.7M | 18,990 | +2,635+13.88% | Add |
 RTX CORPORATIONRTX |
| 1.66% | 1.95% | $3.1M | 15,789 | $2.5M | 13,039 | +2,750+21.09% | Add |
 MERCADOLIBRE INC COMMELI |
| 1.66% | 2.26% | $3.1M | 1,706 | $2.9M | 1,701 | +5+0.29% | Add |
 CAPITAL ONE FINL CORPCOF |
| 1.51% | 1.46% | $2.8M | 13,586 | $1.9M | 10,319 | +3,267+31.66% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.5% | 1.62% | $2.8M | 3,974 | $2.1M | 3,633 | +341+9.39% | Add |
 CULLEN FROST BANKERS INCCFR |
| 1.48% | 0.23% | $2.8M | 17,149 | $302,748 | 2,209 | +14,940+676.32% | Add |
| AAT&T INCT |
| 1.45% | 2.74% | $2.7M | 124,887 | $3.5M | 122,020 | +2,867+2.35% | Add |
 TRAVELERS COSTRV |
| 1.4% | 1.26% | $2.6M | 7,159 | $1.6M | 5,596 | +1,563+27.93% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.37% | 1.83% | $2.6M | 2,720 | $2.4M | 2,371 | +349+14.72% | Add |
 COCA COLA COKO |
| 1.36% | 1.63% | $2.5M | 30,989 | $2.1M | 27,642 | +3,347+12.11% | Add |
 HOME DEPOT INCHD |
| 1.33% | 1.39% | $2.5M | 7,383 | $1.8M | 5,464 | +1,919+35.12% | Add |
 AMERICAN EXPRESS COAXP |
| 1.28% | 1.36% | $2.4M | 6,739 | $1.8M | 5,812 | +927+15.95% | Add |
 WALMART INCWMT |
| 1.28% | 1.79% | $2.4M | 20,976 | $2.3M | 18,620 | +2,356+12.65% | Add |
 EXXON MOBIL CORPXOM |
| 1.22% | 1.67% | $2.3M | 15,538 | $2.2M | 12,755 | +2,783+21.82% | Add |
 PALO ALTOPANW |
| 1.19% | 0.69% | $2.2M | 6,100 | $885,127 | 5,521 | +579+10.49% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.18% | 1.76% | $2.2M | 16,580 | $2.3M | 15,498 | +1,082+6.98% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.16% | 1.79% | $2.2M | 4,229 | $2.3M | 3,833 | +396+10.33% | Add |
 UNION PAC CORPUNP |
| 1.09% | 1.18% | $2.0M | 6,768 | $1.5M | 6,264 | +504+8.05% | Add |
 MCDONALDS CORPMCD |
| 1.08% | 1.56% | $2.0M | 7,465 | $2.0M | 6,482 | +983+15.17% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.04% | 0.88% | $1.9M | 4,598 | $1.1M | 4,181 | +417+9.97% | Add |
 CUMMINS INCCMI |
| 1.01% | 1.07% | $1.9M | 2,888 | $1.4M | 2,575 | +313+12.16% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1% | 1.18% | $1.9M | 3,578 | $1.5M | 3,297 | +281+8.52% | Add |
 ELI LILLY & COLLY |
| 0.99% | 1.11% | $1.9M | 1,575 | $1.4M | 1,565 | +10+0.64% | Add |
 LAM RESEARCH CORPLRCX |
| 0.87% | 0.63% | $1.6M | 5,055 | $811,108 | 3,796 | +1,259+33.17% | Add |
| VVANGUARD FTSEVEA |
| 0.86% | 1.02% | $1.6M | 22,874 | $1.3M | 20,632 | +2,242+10.87% | Add |
 GE VERNOVA INCGEV |
| 0.85% | 0.36% | $1.6M | 1,445 | $463,295 | 531 | +914+172.13% | Add |
 AUTOZONE INCAZO |
| 0.85% | 1.31% | $1.6M | 520 | $1.7M | 501 | +19+3.79% | Add |
 META PLATFORMS INCMETA |
| 0.8% | 0.8% | $1.5M | 2,332 | $1.0M | 1,815 | +517+28.48% | Add |
 TESLA INCTSLA |
| 0.76% | 0.97% | $1.4M | 3,716 | $1.2M | 3,399 | +317+9.33% | Add |
 CARRIER GLOBALCARR |
| 0.7% | 0.73% | $1.3M | 19,184 | $937,217 | 16,644 | +2,540+15.26% | Add |
 CHEVRON CORPORATIONCVX |
| 0.7% | 0.88% | $1.3M | 7,039 | $1.1M | 5,483 | +1,556+28.38% | Add |
| VVANGUARD WORLD FDVEXC |
| 0.68% | — | $1.3M | 21,761 | $0 | 0 | +21,761 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.66% | 0.37% | $1.2M | 2,393 | $481,112 | 2,365 | +28+1.18% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.64% | 0.58% | $1.2M | 3,835 | $754,724 | 3,055 | +780+25.53% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.62% | 0.81% | $1.2M | 2,132 | $1.0M | 2,093 | +39+1.86% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.53% | 0.7% | $996,787 | 13,804 | $906,246 | 12,599 | +1,205+9.56% | Add |
 LINDE PLCLIN |
| 0.53% | — | $991,498 | 1,931 | $0 | 0 | +1,931 | New Buy |
