 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 40.2% | 46.58% | $415.6M | 555 | $398.6M | 555 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 3.57% | 2.21% | $36.9M | 85,114 | $18.9M | 88,594 | -3,480-3.93% | Reduce |
 APPLE INCAAPL |
| 2.79% | 2.09% | $28.9M | 99,797 | $17.9M | 70,571 | +29,226+41.41% | Add |
 BROADCOM INCAVGO |
| 2.75% | 2.58% | $28.4M | 75,155 | $22.1M | 71,361 | +3,794+5.32% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.61% | 2.33% | $27.0M | 134,950 | $19.9M | 114,277 | +20,673+18.09% | Add |
 JPMORGAN CHASE & COJPM |
| 1.94% | 1.66% | $20.0M | 61,191 | $14.2M | 48,174 | +13,017+27.02% | Add |
 MICROSOFT CORPMSFT |
| 1.6% | 1.43% | $16.6M | 44,413 | $12.2M | 32,974 | +11,439+34.69% | Add |
 ALPHABET INCGOOGL |
| 1.59% | 1.12% | $16.4M | 45,918 | $9.6M | 33,454 | +12,464+37.26% | Add |
 ELI LILLY & COLLY |
| 1.5% | 1.18% | $15.5M | 12,959 | $10.1M | 10,940 | +2,019+18.46% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.35% | 1.35% | $13.9M | 14,865 | $11.5M | 11,581 | +3,284+28.36% | Add |
 RTX CORPORATIONRTX |
| 1.14% | 1% | $11.8M | 62,019 | $8.6M | 44,529 | +17,490+39.28% | Add |
 AMAZON COM INCAMZN |
| 1.08% | 1.02% | $11.2M | 46,834 | $8.7M | 41,916 | +4,918+11.73% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.96% | 1.09% | $9.9M | 19,793 | $9.3M | 19,428 | +365+1.88% | Add |
 PALO ALTOPANW |
| 0.94% | 0.5% | $9.7M | 28,553 | $4.3M | 26,583 | +1,970+7.41% | Add |
 EXXON MOBIL CORPXOM |
| 0.9% | 1.09% | $9.3M | 67,677 | $9.4M | 55,219 | +12,458+22.56% | Add |
 CATERPILLAR INCCAT |
| 0.86% | 0.67% | $8.9M | 8,327 | $5.7M | 8,040 | +287+3.57% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.81% | 0.82% | $8.4M | 16,870 | $7.0M | 15,662 | +1,208+7.71% | Add |
 VISA INCV |
| 0.8% | 0.75% | $8.2M | 23,968 | $6.5M | 21,372 | +2,596+12.15% | Add |
 VERTIV HOLDINGS COVRT |
| 0.77% | 0.71% | $8.0M | 23,823 | $6.0M | 24,092 | -269-1.12% | Reduce |
 ABBVIE INCABBV |
| 0.76% | 0.72% | $7.9M | 31,297 | $6.2M | 28,449 | +2,848+10.01% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.76% | 0.66% | $7.8M | 16,395 | $5.6M | 16,672 | -277-1.66% | Reduce |
 EATON CORP PLCETN |
| 0.72% | 0.54% | $7.4M | 17,394 | $4.6M | 12,950 | +4,444+34.32% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.69% | 0.62% | $7.1M | 7,008 | $5.3M | 6,256 | +752+12.02% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.68% | 0.85% | $7.0M | 191,338 | $7.3M | 191,838 | -500-0.26% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.68% | 0.5% | $7.0M | 27,516 | $4.3M | 17,653 | +9,863+55.87% | Add |
 BLACKROCK INC COMBLK |
| 0.64% | 0.52% | $6.6M | 6,867 | $4.4M | 4,617 | +2,250+48.73% | Add |
 LINDE PLCLIN |
| 0.62% | 0.65% | $6.5M | 12,444 | $5.6M | 11,242 | +1,202+10.69% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.61% | 0.64% | $6.4M | 9,257 | $5.5M | 9,177 | +80+0.87% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.55% | 0.24% | $5.7M | 13,240 | $2.0M | 12,427 | +813+6.54% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.53% | 0.41% | $5.5M | 62,458 | $3.5M | 37,608 | +24,850+66.08% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.52% | 0.44% | $5.4M | 10,843 | $3.7M | 10,377 | +466+4.49% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.49% | 0.58% | $5.1M | 12,766 | $5.0M | 10,825 | +1,941+17.93% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.48% | 0.47% | $5.0M | 9,982 | $4.0M | 8,102 | +1,880+23.20% | Add |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.5% | $5.0M | 14,041 | $4.3M | 14,951 | -910-6.09% | Reduce |
 TJX COS INC NEWTJX |
| 0.47% | 0.34% | $4.8M | 31,845 | $2.9M | 18,271 | +13,574+74.29% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.47% | 0.51% | $4.8M | 86,680 | $4.4M | 72,062 | +14,618+20.29% | Add |
 S&P GLOBAL INCSPGI |
| 0.45% | 0.55% | $4.7M | 11,421 | $4.7M | 11,137 | +284+2.55% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.44% | 0.25% | $4.6M | 8,901 | $2.1M | 4,238 | +4,663+110.03% | Add |
 HOME DEPOT INCHD |
| 0.42% | 0.45% | $4.3M | 12,291 | $3.8M | 11,628 | +663+5.70% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.41% | 0.34% | $4.2M | 20,953 | $2.9M | 15,882 | +5,071+31.93% | Add |
 MORGAN STANLEYMS |
| 0.41% | 0.38% | $4.2M | 20,065 | $3.2M | 19,501 | +564+2.89% | Add |
 LOWES COS INC COMLOW |
| 0.37% | 0.28% | $3.8M | 17,240 | $2.4M | 10,232 | +7,008+68.49% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.36% | 0.32% | $3.7M | 9,962 | $2.7M | 8,480 | +1,482+17.48% | Add |
 DARDEN RESTAURANTS INCDRI |
| 0.34% | 0.27% | $3.5M | 16,895 | $2.3M | 11,971 | +4,924+41.13% | Add |
 UNION PAC CORPUNP |
| 0.34% | 0.36% | $3.5M | 12,763 | $3.1M | 12,778 | -15-0.12% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.33% | 0.48% | $3.4M | 37,845 | $4.1M | 39,819 | -1,974-4.96% | Reduce |
 SOUTHERN COSO |
| 0.31% | 0.21% | $3.2M | 33,202 | $1.8M | 18,237 | +14,965+82.06% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.31% | 0.05% | $3.2M | 4,143 | $407,978 | 1,045 | +3,098+296.46% | Add |
 WASTE MGMT INC DELWM |
| 0.3% | 0.29% | $3.1M | 13,806 | $2.5M | 10,746 | +3,060+28.48% | Add |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.29% | 0.21% | $3.0M | 6,690 | $1.8M | 3,389 | +3,301+97.40% | Add |
