| AAlphabet Inc Class CGOOG |
| 23.26% | 20.81% | $155.9M | 441,185 | $126.6M | 441,394 | -209-0.05% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 10.5% | 11.06% | $70.4M | 140,600 | $67.3M | 140,406 | +194+0.14% | Add |
 META PLATFORMS INCMETA |
| 7.78% | 8.7% | $52.1M | 92,541 | $52.9M | 92,509 | +32+0.03% | Add |
 MICROSOFT CORPMSFT |
| 6.79% | 7.42% | $45.5M | 122,044 | $45.1M | 121,890 | +154+0.13% | Add |
 ALPHABET INCGOOGL |
| 5.98% | 5.27% | $40.1M | 112,146 | $32.0M | 111,396 | +750+0.67% | Add |
 AMERICAN EXPRESS COAXP |
| 3.81% | 3.76% | $25.5M | 75,527 | $22.9M | 75,619 | -92-0.12% | Reduce |
 FEDEX CORPFDX |
| 3.18% | 3.99% | $21.3M | 68,144 | $24.3M | 68,145 | -1-0.00% | Reduce |
 APPLE INCAAPL |
| 3.17% | 3.09% | $21.3M | 73,438 | $18.8M | 73,993 | -555-0.75% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.01% | 2.89% | $20.2M | 27,016 | $17.6M | 27,034 | -18-0.07% | Reduce |
 CSX CORPCSX |
| 2.86% | 2.73% | $19.2M | 402,966 | $16.6M | 405,266 | -2,300-0.57% | Reduce |
 UNION PAC CORPUNP |
| 2.01% | 1.98% | $13.5M | 49,617 | $12.0M | 49,617 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 1.84% | 1.86% | $12.4M | 114,910 | $11.3M | 114,869 | +41+0.04% | Add |
 PEPSICO INCPEP |
| 1.7% | 2.14% | $11.4M | 84,267 | $13.0M | 83,921 | +346+0.41% | Add |
 HOME DEPOT INCHD |
| 1.61% | 1.71% | $10.8M | 30,553 | $10.4M | 31,664 | -1,111-3.51% | Reduce |
 COCA COLA COKO |
| 1.55% | 1.6% | $10.4M | 128,040 | $9.7M | 128,045 | -5-0.00% | Reduce |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.53% | 1.47% | $10.2M | 30,204 | $8.9M | 30,204 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 1.5% | 1.3% | $10.1M | 13,660 | $7.9M | 13,664 | -4-0.03% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.2% | 1.29% | $8.0M | 22,646 | $7.8M | 22,845 | -199-0.87% | Reduce |
 DISNEY WALT CODIS |
| 1.11% | 1.23% | $7.4M | 77,245 | $7.5M | 77,544 | -299-0.39% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.08% | 1.41% | $7.2M | 14,154 | $8.6M | 14,191 | -37-0.26% | Reduce |
 AMGEN INC COMAMGN |
| 1.02% | 1.09% | $6.8M | 18,820 | $6.6M | 18,863 | -43-0.23% | Reduce |
 CANADIAN NATL RY COCNI |
| 0.95% | 0.9% | $6.4M | 53,315 | $5.5M | 53,315 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.87% | 0.92% | $5.8M | 22,899 | $5.6M | 22,899 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.86% | 0.82% | $5.7M | 22,823 | $5.0M | 22,893 | -70-0.31% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.8% | 1% | $5.3M | 217,889 | $6.1M | 211,779 | +6,110+2.89% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.78% | 1.04% | $5.2M | 8,385 | $6.3M | 8,203 | +182+2.22% | Add |
 CISCO SYS INCCSCO |
| 0.78% | 0.58% | $5.2M | 44,454 | $3.5M | 45,204 | -750-1.66% | Reduce |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.76% | — | $5.1M | 33,770 | $0 | 0 | +33,770 | New Buy |
 LOWES COS INC COMLOW |
| 0.71% | 0.85% | $4.7M | 21,458 | $5.2M | 21,920 | -462-2.11% | Reduce |
 M & T BK CORPMTB |
| 0.51% | 0.53% | $3.4M | 14,423 | $3.2M | 15,475 | -1,052-6.80% | Reduce |
 RESTAURANT BRANDS INTL INCQSR |
| 0.45% | 0.51% | $3.0M | 41,816 | $3.1M | 41,816 | 00.00% | Unchanged |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.42% | 0.43% | $2.8M | 2,217 | $2.6M | 2,218 | -1-0.05% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.41% | 0.5% | $2.7M | 30,261 | $3.0M | 29,658 | +603+2.03% | Add |
 LAM RESEARCH CORPLRCX |
| 0.36% | 0.2% | $2.4M | 5,609 | $1.2M | 5,609 | 00.00% | Unchanged |
 KRAFT HEINZ CO COMKHC |
| 0.36% | 0.37% | $2.4M | 102,100 | $2.3M | 100,967 | +1,133+1.12% | Add |
 CHEVRON CORPORATIONCVX |
| 0.33% | 0.46% | $2.2M | 13,466 | $2.8M | 13,481 | -15-0.11% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.33% | 0.38% | $2.2M | 7,058 | $2.3M | 7,058 | 00.00% | Unchanged |
 WARNER BROS DISCOVERY INCWBD |
| 0.28% | 0.33% | $1.9M | 71,284 | $2.0M | 72,052 | -768-1.07% | Reduce |
 MOHAWK INDS INCMHK |
| 0.26% | 0.23% | $1.7M | 14,088 | $1.4M | 14,088 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.22% | 0.25% | $1.5M | 7,926 | $1.5M | 7,926 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.17% | 0.06% | $1.2M | 8,260 | $364,514 | 8,260 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.15% | 0.12% | $1.0M | 2,157 | $728,958 | 2,157 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 0.14% | 0.2% | $927,877 | 1,228 | $1.2M | 1,376 | -148-10.76% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.13% | 0.15% | $899,490 | 6,134 | $885,995 | 6,134 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.13% | 0.16% | $860,096 | 7,594 | $943,782 | 7,594 | 00.00% | Unchanged |
| WWELLS FARGO & COWFC |
| 0.13% | 0.14% | $857,337 | 741 | $855,855 | 741 | 00.00% | Unchanged |
 WEBSTER FINL CORPWBS |
| 0.13% | 0.13% | $846,657 | 11,079 | $769,104 | 11,079 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.11% | 0.11% | $753,869 | 3,163 | $658,758 | 3,163 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.11% | 0.12% | $748,850 | 1 | $718,140 | 1 | 00.00% | Unchanged |
 CAMDEN NATL CORPCAC |
| 0.11% | 0.1% | $704,209 | 12,988 | $616,281 | 12,988 | 00.00% | Unchanged |
