NVIDIA CORPORATION NVDA
40.01% 42.27% $46.7M 233,255 $41.9M 224,679 +8,576 +3.82% Add APPLE INC AAPL
12.14% 9.7% $14.2M 48,923 $9.6M 35,358 +13,565 +38.36% Add GE VERNOVA INC GEV
3.49% 2.22% $4.1M 3,469 $2.2M 3,366 +103 +3.06% Add VULCAN MATLS CO VMC
2.99% 3.35% $3.5M 11,839 $3.3M 11,651 +188 +1.61% Add NUCOR CORP NUE
2.87% 2.32% $3.3M 15,033 $2.3M 14,094 +939 +6.66% Add GE AEROSPACE GE
2.47% 0.24% $2.9M 7,712 $236,658 768 +6,944 +904.17% Add FEDEX CORP FDX
2.39% 2.51% $2.8M 8,907 $2.5M 8,621 +286 +3.32% Add DUKE ENERGY CORP NEW DUK
2.08% 2.03% $2.4M 19,213 $2.0M 17,192 +2,021 +11.76% Add CISCO SYS INC CSCO
1.72% 1.25% $2.0M 17,045 $1.2M 16,069 +976 +6.07% Add BOEING CO BA
1.68% 1.9% $2.0M 9,038 $1.9M 8,687 +351 +4.04% Add ABBOTT LABORATORIES ABT
1.54% 2.38% $1.8M 19,849 $2.4M 18,859 +990 +5.25% Add MERCK & CO INC MRK
1.54% 1.49% $1.8M 13,988 $1.5M 14,022 -34 -0.24% Reduce AMAZON COM INC AMZN
1.52% 1.38% $1.8M 7,437 $1.4M 5,550 +1,887 +34.00% Add FREEPORT MCMORAN INC FCX
1.51% 1.36% $1.8M 28,006 $1.4M 26,580 +1,426 +5.36% Add TARGET CORP COM TGT
1.41% 1.18% $1.6M 12,560 $1.2M 12,007 +553 +4.61% Add TEXTRON INC TXT
1.31% 1.38% $1.5M 16,657 $1.4M 15,694 +963 +6.14% Add ELI LILLY & CO LLY
1.28% 1.29% $1.5M 1,243 $1.3M 1,190 +53 +4.45% Add ALPHABET INC GOOGL
1.13% 0.94% $1.3M 3,695 $935,776 2,989 +706 +23.62% Add DEERE & CO DE
1.08% 0.94% $1.3M 1,994 $928,347 1,994 0 0.00% Unchanged INTEL CORP INTC
1.07% 0.24% $1.2M 8,931 $241,695 6,550 +2,381 +36.35% Add DISNEY WALT CO DIS
0.94% 1.33% $1.1M 11,397 $1.3M 11,618 -221 -1.90% Reduce HONEYWELL INTL INC HON
0.92% 1.84% $1.1M 4,878 $1.8M 9,354 -4,476 -47.85% Reduce OLIN CORP COM PAR $1 OLN
0.85% 0.95% $992,566 50,079 $938,891 45,074 +5,005 +11.10% Add CONSTELLATION BRANDS INC STZ
0.81% 0.95% $944,421 6,790 $939,921 6,813 -23 -0.34% Reduce BLOOM ENERGY CORP BE
0.8% 0.27% $938,370 3,100 $269,359 3,100 0 0.00% Unchanged KIMBERLY-CLARK CORP KMB
0.8% 0.8% $928,654 8,460 $789,565 7,826 +634 +8.10% Add MICROSOFT CORP MSFT
0.79% 1.16% $918,411 2,462 $1.1M 2,375 +87 +3.66% Add I INTERNATIONAL BUSINESS MACHS IBM
0.63% 0.78% $730,659 2,598 $769,418 2,598 0 0.00% Unchanged PROCTER & GAMBLE CO PG
0.59% 0.61% $688,726 4,697 $603,872 4,214 +483 +11.46% Add F FEDEX FGHT HLDG CO INC FDXF
0.58% — $671,648 4,448 $0 0 +4,448 New Buy CHEVRON CORPORATION CVX
0.54% 0.56% $635,115 3,832 $550,588 3,613 +219 +6.06% Add EXXON MOBIL CORP XOM
0.5% — $582,615 4,261 $0 0 +4,261 New Buy COCA COLA CO KO
0.5% 0.49% $582,341 7,166 $484,224 6,926 +240 +3.47% Add JOHNSON & JOHNSON JNJ
0.47% 0.43% $553,675 2,180 $423,335 2,046 +134 +6.55% Add PALANTIR TECHNOLOGIES INC PLTR
0.46% 0.67% $539,015 4,620 $666,385 3,749 +871 +23.23% Add MICRON TECHNOLOGY INC MU
0.45% — $528,000 458 $0 0 +458 New Buy CATERPILLAR INC CAT
0.43% 0.28% $502,000 472 $277,974 485 -13 -2.68% Reduce COSTCO WHOLESALE CORPORATION COST
0.35% 0.34% $406,419 434 $332,771 386 +48 +12.44% Add JPMORGAN CHASE & CO JPM
0.34% 0.37% $395,917 1,210 $363,563 1,128 +82 +7.27% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.31% 0.37% $361,282 722 $362,913 722 0 0.00% Unchanged KINROSS GOLD CORP KGC
0.29% 0.33% $333,609 14,124 $331,837 11,784 +2,340 +19.86% Add PALO ALTO PANW
0.28% — $331,471 972 $0 0 +972 New Buy TRUIST FINL CORP TFC
0.25% — $296,134 5,944 $0 0 +5,944 New Buy ADVANCED MICRO DEVICES INC AMD
0.25% — $293,360 505 $0 0 +505 New Buy B BANK OF AMER CORP BAC
0.23% 0.23% $268,512 4,712 $223,810 4,069 +643 +15.80% Add SOUTHERN CO SO
0.23% 0.23% $266,521 2,785 $229,559 2,633 +152 +5.77% Add EMERSON ELEC CO EMR
0.22% 0.24% $259,960 1,816 $241,020 1,816 0 0.00% Unchanged S SPROTT PHYSICAL SILVER E PSLV
0.21% 0.32% $248,197 13,153 $321,356 13,588 -435 -3.20% Reduce RTX CORPORATION RTX
0.2% 0.22% $229,590 1,210 $214,202 1,168 +42 +3.60% Add META PLATFORMS INC META
0.19% 0.23% $215,976 383 $232,279 352 +31 +8.81% Add 
