| XLK SS Technology Select Sector | 4.73% | 32,251 | $6.7M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 3.09% | 21,859 | $4.4M | Add +0.6% |
| XOM Exxon Mobil Corp. | 3.07% | 37,430 | $4.4M | Add +3.6% |
| MSFT Microsoft Corp. | 2.85% | 9,615 | $4.0M | Add +1.3% |
| COP Conocophillips | 2.83% | 31,608 | $4.0M | Add +0.3% |
| AAPL Apple Inc. | 2.67% | 22,116 | $3.8M | Add +1.3% |
| CVX Chevron Corp. | 2.46% | 22,141 | $3.5M | Add +3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.45% | 44,907 | $3.5M | Add +4.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.22% | 57,517 | $3.2M | Add +1.3% |
| MRK Merck & Co. Inc. | 2.03% | 21,799 | $2.9M | Add +1.0% |
| JNJ Johnson & Johnson | 1.96% | 17,572 | $2.8M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.92% | 71,972 | $2.7M | Add +1.3% |
| IR Ingersoll-Rand Inc. | 1.88% | 28,118 | $2.7M | Add +2.2% |
| XLE SS Energy Select Sector | 1.86% | 27,996 | $2.6M | Add +13.8% |
| C Citigroup Inc. | 1.81% | 40,682 | $2.6M | Add +2.3% |
| GE General Electric | 1.69% | 13,644 | $2.4M | Add +8.9% |
| CAT Caterpillar Inc. | 1.68% | 6,502 | $2.4M | Add +4.4% |
| XLF SS Financial Select Sector | 1.64% | 55,216 | $2.3M | Add +9.3% |
| PEP Pepsico Inc. | 1.63% | 13,181 | $2.3M | Add +1.5% |
| XLI SS Industrial Select Sector | 1.54% | 17,316 | $2.2M | Add +32.1% |
| HD Home Depot Inc. | 1.50% | 5,540 | $2.1M | Add +4.2% |
| BSV Vanguard Short-Term Bond ETF | 1.48% | 27,425 | $2.1M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 1.47% | 2,847 | $2.1M | Add +8.0% |
| AMGN Amgen Inc. | 1.44% | 7,184 | $2.0M | Reduce -0.3% |
| DE Deere & Co. | 1.40% | 4,852 | $2.0M | Add +7.8% |
| KO The Coca-Cola Co. | 1.39% | 32,306 | $2.0M | Add +3.9% |
| ITW Illinois Tool Works | 1.36% | 7,179 | $1.9M | Add +9.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 4,314 | $1.9M | Add +1.5% |
| CVS CVS Health Corp. | 1.35% | 23,999 | $1.9M | Add +0.2% |
| TT Trane Technologies PLC | 1.33% | 6,270 | $1.9M | Add +4.6% |
| ABBV Abbvie Inc. | 1.32% | 10,266 | $1.9M | Reduce -1.9% |
| EMR Emerson Electric Co. | 1.30% | 16,246 | $1.8M | Add +5.2% |
| WFC Wells Fargo & Co. | 1.29% | 31,577 | $1.8M | Add +1.8% |
| PG The Procter & Gamble Co. | 1.26% | 10,991 | $1.8M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 4,100 | $1.7M | Add +25.2% |
| STT State Street Corp. | 1.20% | 21,934 | $1.7M | Add +3.2% |
| XLP SS Consumer Staples Sel Sect | 1.13% | 21,040 | $1.6M | Add +8.9% |
| UBS UBS Group AG-Reg | 1.12% | 51,563 | $1.6M | Reduce -3.3% |
| UNP Union Pacific Corp. | 1.12% | 6,437 | $1.6M | Add +4.9% |
| VMC Vulcan Materials Co. | 1.12% | 5,800 | $1.6M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.08% | 1,700 | $1.5M | Add +2.1% |
| NSC Norfolk Southern Corp. | 1.07% | 5,966 | $1.5M | Add +5.8% |
| PFE Pfizer Inc. | 1.03% | 52,782 | $1.5M | Add +6.2% |
| WMT Walmart Inc. | 1.00% | 23,679 | $1.4M | Add +18.8% |
| CMI Cummins Inc. | 0.99% | 4,787 | $1.4M | Add +7.5% |
| CSX CSX Corp. | 0.98% | 37,540 | $1.4M | Add +5.6% |
| GIS General Mills Inc. | 0.96% | 19,559 | $1.4M | Add +1.6% |
| XLV SS Health Care Select Sector | 0.96% | 9,201 | $1.4M | Add +60.2% |
| LLY Eli Lilly & Co. | 0.90% | 1,640 | $1.3M | Add +20.1% |
| SHW The Sherwin-Williams Co. | 0.88% | 3,575 | $1.2M | Add +2.9% |
| CL Colgate-Palmolive Co. | 0.86% | 13,522 | $1.2M | Add +2.7% |
| DOW Dow Inc. | 0.84% | 20,586 | $1.2M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 2,218 | $1.2M | Reduce -1.1% |
| HSY The Hershey Co. | 0.80% | 5,842 | $1.1M | Add +0.9% |
| MMM 3M Co. | 0.80% | 10,689 | $1.1M | Add +21.1% |
| IHE iShares US Pharmaceuticals E | 0.71% | 14,835 | $1.0M | Reduce -1.0% |
| GEHC GE Healthcare Technology | 0.71% | 11,071 | $1.0M | Add +33.8% |
| IYT iShares US Transportation Et | 0.70% | 14,088 | $992K | Add +10.2% |
| TD Toronto-Dominion Bank | 0.67% | 15,768 | $952K | Reduce -0.8% |
| PBE Invesco Biotechnology & Geno | 0.67% | 14,699 | $951K | Add +20.6% |
| UPS United Parcel Service Class B | 0.61% | 5,790 | $861K | No change |
| VZ Verizon Communications Inc. | 0.60% | 20,374 | $855K | No change |
| RTX RTX Corp. | 0.57% | 8,349 | $814K | Add +6.4% |
| K Kellanova | 0.57% | 14,133 | $810K | Reduce -0.7% |
| HAL Halliburton Co. | 0.51% | 18,325 | $722K | Add +1.7% |
| AMZN Amazon.com Inc. | 0.49% | 3,826 | $690K | Add +2.7% |
| FCX Freeport-McMoran Inc. | 0.47% | 14,242 | $670K | Reduce -4.7% |
| CARR Carrier Global Corp. | 0.47% | 11,500 | $668K | Add +39.0% |
| BIIB Biogen Inc. | 0.45% | 2,950 | $636K | Reduce -9.2% |
| SWX Southwest Gas Holdings Inc. | 0.44% | 8,140 | $620K | No change |
| ITA iShares U.S. Aerospace & Def | 0.44% | 4,687 | $618K | Add +23.5% |
| BA The Boeing Co. | 0.41% | 3,025 | $584K | Add +1.7% |
| GLW Corning Inc. | 0.37% | 15,950 | $526K | Reduce -1.9% |
| INTC Intel Corp. | 0.32% | 10,318 | $456K | Add +32.7% |
| PYPL PayPal Holdings Inc. | 0.31% | 6,592 | $442K | Reduce -2.9% |
| SCHW Schwab (charles) Corp. | 0.30% | 5,825 | $421K | Add +5.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 3,175 | $408K | Add +18.7% |
| FDX FedEx Corp. | 0.28% | 1,395 | $404K | No change |
| META Meta Platforms Inc. Class A | 0.27% | 796 | $387K | Add +6.7% |
| PEG Public Service Enterprise GP | 0.27% | 5,750 | $384K | No change |
| T AT&T Inc. | 0.24% | 19,387 | $341K | No change |
| BKR Baker Hughes Co. | 0.23% | 9,700 | $325K | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 1,790 | $273K | Add +5.9% |
| DB Deutsche Bank AG-Registered | 0.19% | 16,800 | $265K | Reduce -15.2% |
| XLB SS Materials Select Sector | 0.18% | 2,780 | $258K | No change |
| BCS Barclays PLC-Spons ADR | 0.18% | 27,080 | $256K | Reduce -19.3% |
| TSLA Tesla Inc. | 0.18% | 1,430 | $251K | Reduce -7.7% |
| V Visa Inc. Class A | 0.17% | 861 | $240K | New |
| UNH Unitedhealth Group Inc. | 0.16% | 457 | $226K | Reduce -35.4% |
| NOVT Novanta Inc. | 0.14% | 1,174 | $205K | New |
| ALLE Allegion PLC | 0.14% | 1,519 | $205K | New |