| XLK SS Technology Select Sector | 6.02% | 43,063 | $12.1M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 3.19% | 20,379 | $6.4M | No change |
| XLI SS Industrial Select Sector | 2.88% | 37,671 | $5.8M | Add +14.0% |
| AAPL Apple Inc. | 2.75% | 21,758 | $5.5M | Add +0.3% |
| XLF SS Financial Select Sector | 2.74% | 102,431 | $5.5M | Add +11.1% |
| C Citigroup Inc. | 2.57% | 51,072 | $5.2M | Add +1.7% |
| MSFT Microsoft Corp. | 2.47% | 9,605 | $5.0M | Reduce -1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.38% | 60,102 | $4.8M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 2.20% | 14,725 | $4.4M | Add +1.0% |
| XOM Exxon Mobil Corp. | 2.08% | 37,211 | $4.2M | Add +1.1% |
| NVDA Nvidia Corp. | 2.00% | 21,602 | $4.0M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.92% | 74,962 | $3.9M | Add +5.2% |
| GEV GE Vernova Inc. | 1.85% | 6,051 | $3.7M | Reduce -0.0% |
| JPST JPMorgan Ultra-Short Income | 1.77% | 70,300 | $3.6M | New |
| XLE SS Energy Select Sector | 1.63% | 36,764 | $3.3M | Add +4.3% |
| JNJ Johnson & Johnson | 1.63% | 17,672 | $3.3M | Add +2.2% |
| IGV iShares Expanded Tech-Softwa | 1.56% | 27,422 | $3.2M | Add +6.7% |
| CVX Chevron Corp. | 1.56% | 20,243 | $3.1M | Reduce -0.1% |
| CAT Caterpillar Inc. | 1.53% | 6,482 | $3.1M | Add +3.5% |
| WMT Walmart Inc. | 1.52% | 29,704 | $3.1M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.51% | 5,064 | $3.0M | Add +4.3% |
| XLV SS Health Care Select Sector | 1.46% | 21,084 | $2.9M | Add +6.3% |
| COP Conocophillips | 1.36% | 29,061 | $2.7M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 1.36% | 32,717 | $2.7M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.33% | 5,327 | $2.7M | Add +0.9% |
| EMR Emerson Electric Co. | 1.29% | 19,883 | $2.6M | Add +2.0% |
| TT Trane Technologies PLC | 1.28% | 6,100 | $2.6M | Reduce -0.6% |
| PFE Pfizer Inc. | 1.27% | 100,648 | $2.6M | Add +8.8% |
| STT State Street Corp. | 1.24% | 21,584 | $2.5M | Add +1.8% |
| COST Costco Wholesale Corp. | 1.20% | 2,617 | $2.4M | Reduce -0.2% |
| MMM 3M Co. | 1.17% | 15,224 | $2.4M | Add +1.2% |
| DE Deere & Co. | 1.16% | 5,132 | $2.3M | Add +1.3% |
| KO The Coca-Cola Co. | 1.16% | 35,346 | $2.3M | Add +0.6% |
| IR Ingersoll-Rand Inc. | 1.13% | 27,533 | $2.3M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 1.11% | 28,295 | $2.2M | Reduce -2.2% |
| XLP SS Consumer Staples Sel Sect | 1.11% | 28,417 | $2.2M | Add +4.5% |
| ABBV Abbvie Inc. | 1.09% | 9,506 | $2.2M | Reduce -1.6% |
| HD Home Depot Inc. | 1.09% | 5,425 | $2.2M | Add +0.5% |
| KTB Kontoor Brands Inc. | 1.08% | 27,410 | $2.2M | Add +592.2% |
| LLY Eli Lilly & Co. | 1.07% | 2,835 | $2.2M | Add +7.4% |
| CMI Cummins Inc. | 1.03% | 4,937 | $2.1M | Add +1.6% |
| ITW Illinois Tool Works | 1.02% | 7,874 | $2.1M | Add +3.1% |
| AMZN Amazon.com Inc. | 0.97% | 8,885 | $2.0M | Add +1.7% |
| GLW Corning Inc. | 0.95% | 23,400 | $1.9M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.95% | 7,831 | $1.9M | Add +5.0% |
| PEP Pepsico Inc. | 0.95% | 13,568 | $1.9M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.92% | 22,199 | $1.9M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.90% | 2,467 | $1.8M | Add +5.8% |
| NSC Norfolk Southern Corp. | 0.89% | 5,986 | $1.8M | Add +0.6% |
| AMGN Amgen Inc. | 0.88% | 6,249 | $1.8M | Reduce -4.1% |
| ITA iShares U.S. Aerospace & Def | 0.85% | 8,207 | $1.7M | Add +5.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.84% | 49,167 | $1.7M | Reduce -0.8% |
| VMC Vulcan Materials Co. | 0.83% | 5,470 | $1.7M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.81% | 10,647 | $1.6M | Reduce -1.3% |
| MU Micron Technology Inc. | 0.78% | 9,373 | $1.6M | Add +1.9% |
| UNP Union Pacific Corp. | 0.75% | 6,387 | $1.5M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.69% | 4,943 | $1.4M | Add +3.1% |
| RTX RTX Corp. | 0.68% | 8,201 | $1.4M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 2,059 | $1.4M | Add +0.2% |
| BKR Baker Hughes Co. | 0.67% | 27,825 | $1.4M | Reduce -2.5% |
| CARR Carrier Global Corp. | 0.67% | 22,610 | $1.3M | Add +6.8% |
| CSX CSX Corp. | 0.67% | 37,985 | $1.3M | Add +2.1% |
| BA The Boeing Co. | 0.64% | 5,960 | $1.3M | Add +27.2% |
| PBE Invesco Biotechnology & Geno | 0.64% | 18,344 | $1.3M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.61% | 3,555 | $1.2M | Add +0.7% |
| IYT iShares US Transportation Et | 0.59% | 16,463 | $1.2M | Add +3.3% |
| HSY The Hershey Co. | 0.57% | 6,172 | $1.2M | Add +0.7% |
| IHE iShares US Pharmaceuticals E | 0.56% | 15,475 | $1.1M | Reduce -1.6% |
| K Kellanova | 0.54% | 13,333 | $1.1M | Reduce -1.5% |
| GEHC GE Healthcare Technology | 0.53% | 14,231 | $1.1M | Add +4.3% |
| CL Colgate-Palmolive Co. | 0.51% | 12,772 | $1.0M | Reduce -0.4% |
| GIS General Mills Inc. | 0.49% | 19,734 | $995K | Add +0.5% |
| HAL Halliburton Co. | 0.49% | 39,875 | $981K | Reduce -6.3% |
| RSP Invesco S&P 500 Equal Weight | 0.44% | 4,719 | $895K | Add +0.8% |
| UBS UBS Group AG-Reg | 0.43% | 21,080 | $864K | No change |
| TSLA Tesla Inc. | 0.42% | 1,913 | $851K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.38% | 4,573 | $761K | Reduce -8.0% |
| SWX Southwest Gas Holdings Inc. | 0.31% | 8,080 | $633K | Add +1.9% |
| IBB iShares Biotechnology ETF | 0.23% | 3,253 | $470K | Add +16.1% |
| PEG Public Service Enterprise GP | 0.22% | 5,225 | $436K | Add +1.9% |
| ORCL Oracle Corp. | 0.20% | 1,450 | $408K | No change |
| BIIB Biogen Inc. | 0.20% | 2,874 | $403K | No change |
| AVGO Broadcom Inc. | 0.18% | 1,090 | $360K | No change |
| FDX FedEx Corp. | 0.15% | 1,300 | $307K | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 375 | $299K | No change |
| CW Curtiss-Wright Corp. | 0.15% | 545 | $296K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.14% | 722 | $283K | Add +28.9% |
| MS Morgan Stanley | 0.14% | 1,750 | $278K | Add +1.4% |
| V Visa Inc. Class A | 0.14% | 799 | $273K | No change |
| ALLE Allegion PLC | 0.13% | 1,519 | $269K | No change |
| XLB SS Materials Select Sector | 0.13% | 3,005 | $269K | No change |
| FCX Freeport-McMoran Inc. | 0.13% | 6,817 | $267K | Reduce -8.7% |
| XOP SS SPDR S&P Og Exp & Prod | 0.11% | 1,745 | $231K | Reduce -12.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 2,800 | $215K | New |
| VPU Vanguard Utilities ETF | 0.10% | 1,100 | $208K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 2,067 | $206K | New |