| AAlphabet Inc Class CGOOG |
| 11.75% | 10.92% | $38.0M | 107,431 | $31.2M | 108,690 | -1,259-1.16% | Reduce |
 AMAZON COM INCAMZN |
| 5.49% | 5.57% | $17.7M | 74,462 | $15.9M | 76,339 | -1,877-2.46% | Reduce |
 APPLE INCAAPL |
| 4.86% | 4.85% | $15.7M | 54,300 | $13.8M | 54,565 | -265-0.49% | Reduce |
 ORACLE CORPORCL |
| 4.78% | 5.39% | $15.4M | 105,398 | $15.4M | 104,541 | +857+0.82% | Add |
 AMPHENOL CORPAPH |
| 3.48% | 2.87% | $11.2M | 63,758 | $8.2M | 64,966 | -1,208-1.86% | Reduce |
 KLA CORPKLAC |
| 3% | 1.73% | $9.7M | 32,166 | $4.9M | 3,346 | +28,820+861.33% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.82% | 3.39% | $9.1M | 9,747 | $9.7M | 9,714 | +33+0.34% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.39% | 2.39% | $7.7M | 38,650 | $6.8M | 39,076 | -426-1.09% | Reduce |
 MICROSOFT CORPMSFT |
| 2.11% | 2.33% | $6.8M | 18,252 | $6.6M | 17,947 | +305+1.70% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.98% | 1.7% | $6.4M | 66,692 | $4.9M | 67,125 | -433-0.65% | Reduce |
 VISA INCV |
| 1.82% | 1.76% | $5.9M | 17,133 | $5.0M | 16,648 | +485+2.91% | Add |
 ANALOG DEVICES INC COMADI |
| 1.8% | 1.69% | $5.8M | 14,675 | $4.8M | 15,129 | -454-3.00% | Reduce |
 MCKESSON CORP COMMCK |
| 1.78% | 2.3% | $5.7M | 7,595 | $6.6M | 7,595 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 1.72% | 1.82% | $5.6M | 16,177 | $5.2M | 16,231 | -54-0.33% | Reduce |
 ELI LILLY & COLLY |
| 1.66% | 1.41% | $5.4M | 4,462 | $4.0M | 4,392 | +70+1.59% | Add |
 PHILLIPS 66PSX |
| 1.65% | 2.22% | $5.3M | 31,618 | $6.3M | 34,757 | -3,139-9.03% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.59% | 1.79% | $5.1M | 10,236 | $5.1M | 10,401 | -165-1.59% | Reduce |
 BROADCOM INCAVGO |
| 1.38% | 1.28% | $4.5M | 11,791 | $3.6M | 11,783 | +8+0.07% | Add |
 AFLAC INC COMAFL |
| 1.3% | 1.36% | $4.2M | 35,765 | $3.9M | 35,356 | +409+1.16% | Add |
 PALO ALTOPANW |
| 1.27% | 0.59% | $4.1M | 12,048 | $1.7M | 10,562 | +1,486+14.07% | Add |
 AMERICAN EXPRESS COAXP |
| 1.21% | 1.23% | $3.9M | 11,602 | $3.5M | 11,596 | +6+0.05% | Add |
 APPLIED MATLS INCAMAT |
| 1.21% | 0.65% | $3.9M | 5,392 | $1.8M | 5,392 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.16% | 1.19% | $3.7M | 11,444 | $3.4M | 11,521 | -77-0.67% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.12% | 1.75% | $3.6M | 7,098 | $5.0M | 7,318 | -220-3.01% | Reduce |
 ARROW ELECTRS INCARW |
| 1.11% | 0.86% | $3.6M | 16,878 | $2.4M | 17,079 | -201-1.18% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 1.1% | 1.05% | $3.5M | 26,697 | $3.0M | 26,342 | +355+1.35% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.08% | 1.1% | $3.5M | 14,157 | $3.1M | 15,036 | -879-5.85% | Reduce |
 ALLSTATE CORPALL |
| 1.05% | 1% | $3.4M | 14,265 | $2.9M | 13,829 | +436+3.15% | Add |
 CATERPILLAR INCCAT |
| 1.04% | 0.78% | $3.4M | 3,151 | $2.2M | 3,143 | +8+0.25% | Add |
 AMGEN INC COMAMGN |
| 1.02% | 1.11% | $3.3M | 9,078 | $3.2M | 9,035 | +43+0.48% | Add |
 TEXAS INSTRS INCTXN |
| 1.02% | 0.75% | $3.3M | 11,011 | $2.1M | 11,045 | -34-0.31% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.91% | 0.38% | $2.9M | 5,075 | $1.1M | 5,328 | -253-4.75% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.88% | 0.98% | $2.9M | 5,564 | $2.8M | 5,584 | -20-0.36% | Reduce |
 META PLATFORMS INCMETA |
| 0.88% | 0.95% | $2.8M | 5,027 | $2.7M | 4,755 | +272+5.72% | Add |
 EXXON MOBIL CORPXOM |
| 0.85% | 1.18% | $2.7M | 20,062 | $3.4M | 19,931 | +131+0.66% | Add |
 RTX CORPORATIONRTX |
| 0.81% | 0.93% | $2.6M | 13,793 | $2.7M | 13,793 | 00.00% | Unchanged |
 Genuine Parts Co ComGPC |
| 0.71% | 0.7% | $2.3M | 19,442 | $2.0M | 18,988 | +454+2.39% | Add |
 PROCTER & GAMBLE COPG |
| 0.68% | 0.75% | $2.2M | 15,033 | $2.1M | 14,760 | +273+1.85% | Add |
 SOUTHERN COSO |
| 0.61% | 0.67% | $2.0M | 20,575 | $1.9M | 19,897 | +678+3.41% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.6% | 0.85% | $2.0M | 15,877 | $2.4M | 15,486 | +391+2.52% | Add |
 CHEVRON CORPORATIONCVX |
| 0.59% | 0.83% | $1.9M | 11,567 | $2.4M | 11,465 | +102+0.89% | Add |
 CASEYS GEN STORES INCCASY |
| 0.58% | 0.62% | $1.9M | 2,378 | $1.8M | 2,414 | -36-1.49% | Reduce |
 MCDONALDS CORPMCD |
| 0.58% | 0.75% | $1.9M | 6,945 | $2.1M | 6,900 | +45+0.65% | Add |
 CISCO SYS INCCSCO |
| 0.58% | 0.43% | $1.9M | 15,982 | $1.2M | 15,982 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.55% | 0.51% | $1.8M | 4,982 | $1.4M | 5,035 | -53-1.05% | Reduce |
 ILLINOIS TOOLITW |
| 0.55% | 0.56% | $1.8M | 6,523 | $1.6M | 6,088 | +435+7.15% | Add |
 HOME DEPOT INCHD |
| 0.52% | 0.54% | $1.7M | 4,733 | $1.5M | 4,651 | +82+1.76% | Add |
| NNRG ENERGY INCNRG |
| 0.5% | 0.59% | $1.6M | 11,139 | $1.7M | 11,459 | -320-2.79% | Reduce |
 CSX CORPCSX |
| 0.48% | 0.47% | $1.5M | 32,458 | $1.3M | 32,370 | +88+0.27% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.48% | 0.31% | $1.5M | 3,701 | $895,923 | 3,311 | +390+11.78% | Add |
