CORNING INC GLW
6.9% 5.64% $77.2M 302,250 $56.4M 415,030 -112,780 -27.17% Reduce ALPHABET INC GOOGL
5.39% 4.92% $60.3M 168,701 $49.2M 171,171 -2,470 -1.44% Reduce VISA INC V
4.09% 3.96% $45.8M 133,400 $39.7M 131,235 +2,165 +1.65% Add AMPHENOL CORP APH
4.03% 3.22% $45.2M 256,077 $32.3M 255,510 +567 +0.22% Add MICROSOFT CORP MSFT
3.98% 4.33% $44.6M 119,527 $43.3M 117,080 +2,447 +2.09% Add AMAZON COM INC AMZN
3.86% 3.77% $43.2M 181,132 $37.8M 181,263 -131 -0.07% Reduce ABBVIE INC ABBV
3.48% 3.36% $38.9M 154,756 $33.6M 154,682 +74 +0.05% Add CISCO SYS INC CSCO
3.04% 2.35% $34.0M 289,529 $23.5M 303,494 -13,965 -4.60% Reduce AMGEN INC COM AMGN
2.94% 3.19% $32.9M 90,924 $31.9M 90,771 +153 +0.17% Add AMETEK INC COM AME
2.89% 2.87% $32.4M 133,730 $28.7M 133,846 -116 -0.09% Reduce GOLDMAN SACHS GROUP INC GS
2.87% 2.68% $32.1M 31,729 $26.8M 31,732 -3 -0.01% Reduce SHOPIFY INC SHOP
2.75% 3.13% $30.8M 270,035 $31.3M 263,825 +6,210 +2.35% Add SIMPSON MFG INC SSD
2.68% 1.81% $29.9M 143,047 $18.1M 105,652 +37,395 +35.39% Add JOHNSON & JOHNSON JNJ
2.61% 2.39% $29.2M 115,036 $23.9M 97,803 +17,233 +17.62% Add HOME DEPOT INC HD
2.56% 2.63% $28.7M 81,328 $26.3M 79,938 +1,390 +1.74% Add S STATE STR SPDR S&P 500 ETF T SPY
2.33% 2.23% $26.1M 34,948 $22.3M 34,310 +638 +1.86% Add PROCTER & GAMBLE CO PG
2.26% 2.41% $25.3M 172,584 $24.2M 167,255 +5,329 +3.19% Add APTARGROUP INC ATR
2.22% 2.31% $24.9M 198,775 $23.1M 183,499 +15,276 +8.32% Add T THERMO FISHER SCIENTIFIC INC TMO
2.2% 2.42% $24.6M 49,009 $24.3M 49,377 -368 -0.75% Reduce R RELIANCE INC RS
2.12% 1.94% $23.7M 63,505 $19.4M 63,776 -271 -0.42% Reduce GALLAGHER ARTHUR J & CO COM AJG
2.12% 2.23% $23.7M 103,180 $22.4M 103,213 -33 -0.03% Reduce UBER TECHNOLOGIES INC UBER
1.94% 2.16% $21.7M 301,351 $21.6M 300,101 +1,250 +0.42% Add VERTIV HOLDINGS CO VRT
1.9% 2.15% $21.2M 63,393 $21.6M 86,078 -22,685 -26.35% Reduce S SELECT SECTOR SPDR TR XLU
1.63% 1.8% $18.3M 402,899 $18.0M 391,981 +10,918 +2.79% Add NIKE INC NKE
1.6% 2.31% $17.9M 435,075 $23.1M 436,990 -1,915 -0.44% Reduce ABBOTT LABORATORIES ABT
1.59% 2.25% $17.7M 195,594 $22.5M 219,460 -23,866 -10.87% Reduce DISNEY WALT CO DIS
1.51% 1.7% $16.9M 175,722 $17.0M 176,141 -419 -0.24% Reduce KIMBERLY-CLARK CORP KMB
1.4% 1.39% $15.7M 142,916 $13.9M 144,505 -1,589 -1.10% Reduce APPLE INC AAPL
1.27% 1.24% $14.2M 49,143 $12.4M 48,811 +332 +0.68% Add META PLATFORMS INC META
1.23% 1.4% $13.8M 24,519 $14.0M 24,478 +41 +0.17% Add VERIZON COMMUNICATIONS INC VZ
1.2% 1.46% $13.4M 317,284 $14.7M 292,128 +25,156 +8.61% Add EATON CORP PLC ETN
1.16% 1.01% $13.0M 30,594 $10.1M 28,294 +2,300 +8.13% Add SCHWAB CHARLES CORP SCHW
1.12% 1.28% $12.5M 135,580 $12.8M 136,180 -600 -0.44% Reduce TRIMBLE INC COM TRMB
1.09% 1.54% $12.2M 237,852 $15.4M 236,502 +1,350 +0.57% Add PEPSICO INC PEP
1.03% 1.33% $11.5M 85,030 $13.3M 85,728 -698 -0.81% Reduce KINDER MORGAN INC DEL COM KMI
0.97% 1.12% $10.8M 338,455 $11.2M 335,480 +2,975 +0.89% Add B BOX INC BOX
0.84% 0.83% $9.5M 356,072 $8.3M 350,867 +5,205 +1.48% Add R ROBERT HALF INC. RHI
0.73% 0.67% $8.1M 265,028 $6.7M 265,028 0 0.00% Unchanged HEALTHPEAK PROPERTIES INC DOC
0.68% 0.58% $7.6M 356,399 $5.9M 356,063 +336 +0.09% Add I ISHARES MSCI INDIA ETF INDA
0.68% 0.73% $7.6M 153,870 $7.3M 155,800 -1,930 -1.24% Reduce PFIZER INC PFE
0.58% 0.21% $6.5M 267,909 $2.1M 74,730 +193,179 +258.50% Add CROWDSTRIKE HLDGS INC CRWD
0.47% 0.27% $5.3M 6,885 $2.7M 6,945 -60 -0.86% Reduce SOUTHERN CO SO
0.43% 0.49% $4.8M 50,301 $4.9M 50,601 -300 -0.59% Reduce INTUITIVE SURGICAL INC ISRG
0.41% 0.54% $4.6M 11,675 $5.4M 11,694 -19 -0.16% Reduce G GILEAD SCIENCES INC COM GILD
0.41% 0.5% $4.6M 36,158 $5.0M 35,818 +340 +0.95% Add S SHAKE SHACK INC SHAK
0.4% 1.14% $4.5M 80,682 $11.4M 128,544 -47,862 -37.23% Reduce CROWN CASTLE INC COM CCI
0.4% 0.49% $4.5M 59,128 $4.9M 60,036 -908 -1.51% Reduce ANALOG DEVICES INC COM ADI
0.31% 0.28% $3.4M 8,657 $2.8M 8,657 0 0.00% Unchanged NVIDIA CORPORATION NVDA
0.3% 0.3% $3.4M 17,022 $3.0M 17,085 -63 -0.37% Reduce V VIKING THERAPEUTICS INC VKTX
0.3% 0.28% $3.3M 85,470 $2.8M 86,900 -1,430 -1.65% Reduce 
