| BRK.B Berkshire Hathaway Inc. Class B | 6.29% | 26,641 | $13.4M | Add +4.8% |
| AAPL Apple Inc. | 4.10% | 32,040 | $8.7M | Add +1.9% |
| AMZN Amazon.com Inc. | 3.75% | 34,607 | $8.0M | Reduce -2.6% |
| NVDA Nvidia Corp. | 3.18% | 36,213 | $6.8M | Add +1.6% |
| HII Huntington Ingalls Industrie | 3.08% | 19,239 | $6.6M | Add +5.7% |
| GILD Gilead Sciences Inc. | 2.91% | 50,385 | $6.2M | Reduce -7.7% |
| BA The Boeing Co. | 2.80% | 27,486 | $6.0M | Add +21.2% |
| MHO M/I Homes Inc. | 2.60% | 43,296 | $5.5M | Reduce -3.2% |
| SWK Stanley Black & Decker Inc. | 2.59% | 74,087 | $5.5M | Add +18.9% |
| BDX Becton Dickinson and Co. | 2.40% | 26,305 | $5.1M | Add +15.3% |
| ET Energy Transfer LP | 2.39% | 308,024 | $5.1M | Add +3.7% |
| LYB Lyondellbasell Indu Class A | 2.38% | 116,726 | $5.1M | Add +48.4% |
| ENB Enbridge Inc. | 2.10% | 93,268 | $4.5M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.05% | 22,826 | $4.4M | Add +8.3% |
| GOOGL Alphabet Inc. Class A | 2.01% | 13,655 | $4.3M | Add +1.6% |
| MDT Medtronic PLC | 1.99% | 44,073 | $4.2M | Add +4.5% |
| BIIB Biogen Inc. | 1.97% | 23,809 | $4.2M | Add +6.9% |
| FMC FMC Corp. | 1.93% | 295,829 | $4.1M | Add +136.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.88% | 13,180 | $4.0M | Reduce -3.6% |
| BWA Borgwarner Inc. | 1.85% | 87,340 | $3.9M | Add +0.1% |
| MSFT Microsoft Corp. | 1.80% | 7,887 | $3.8M | Reduce -3.8% |
| SW Smurfit Westrock PLC | 1.72% | 94,582 | $3.7M | Add +17.3% |
| GEV GE Vernova Inc. | 1.69% | 5,504 | $3.6M | Add +281.7% |
| GLW Corning Inc. | 1.67% | 40,627 | $3.6M | Add +0.4% |
| DUK Duke Energy Corp. | 1.58% | 28,700 | $3.4M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.58% | 13,005 | $3.4M | Add +0.6% |
| VEEV Veeva Systems Inc. Class A | 1.50% | 14,330 | $3.2M | Reduce -1.6% |
| KHC The Kraft Heinz Co. | 1.43% | 125,723 | $3.1M | Add +23.2% |
| PYPL PayPal Holdings Inc. | 1.38% | 50,386 | $2.9M | Add +13.6% |
| ALB Albemarle Corp. | 1.35% | 20,294 | $2.9M | Reduce -35.0% |
| PFE Pfizer Inc. | 1.30% | 110,801 | $2.8M | Add +9.1% |
| RTX RTX Corp. | 1.09% | 12,697 | $2.3M | Add +3.6% |
| KMI Kinder Morgan Inc. | 1.07% | 82,627 | $2.3M | Add +3.8% |
| MRK Merck & Co. Inc. | 1.05% | 21,245 | $2.2M | Add +12.5% |
| OMC Omnicom Group | 1.05% | 27,614 | $2.2M | Add +26.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 6,445 | $2.2M | Add +8.9% |
| VZ Verizon Communications Inc. | 0.98% | 51,313 | $2.1M | Add +8.5% |
| VOO Vanguard S&P 500 ETF | 0.87% | 2,951 | $1.9M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.82% | 7,926 | $1.7M | Add +0.8% |
| MAR Marriott International Class A | 0.82% | 5,600 | $1.7M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.75% | 13,196 | $1.6M | Reduce -5.2% |
| THO Thor Industries Inc. | 0.66% | 13,634 | $1.4M | Reduce -9.9% |
| DES Wisdomtree US Smallcap Divid | 0.65% | 41,207 | $1.4M | Add +0.6% |
| JNJ Johnson & Johnson | 0.61% | 6,231 | $1.3M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.52% | 3,435 | $1.1M | Reduce -3.3% |
| VXUS Vanguard Total Intl Stock | 0.51% | 14,259 | $1.1M | Add +8.1% |
| VTRS Viatris Inc. | 0.48% | 82,756 | $1.0M | Add +3.7% |
| ICSH iShares Ultra Short Duration | 0.46% | 19,399 | $982K | Add +24.4% |
| HSY The Hershey Co. | 0.45% | 5,290 | $965K | Add +10.9% |
| GD General Dynamics Corp. | 0.43% | 2,690 | $906K | New |
| GSLC Goldman Activebeta US LC ETF | 0.42% | 6,776 | $897K | Add +0.2% |
| TSLA Tesla Inc. | 0.40% | 1,901 | $855K | Add +5.6% |
| IWB iShares Russell 1000 ETF | 0.40% | 2,275 | $850K | Add +0.3% |
| GSK GSK PLC-Spon ADR | 0.37% | 16,247 | $797K | Add +0.1% |
| AVGO Broadcom Inc. | 0.36% | 2,233 | $775K | Add +0.2% |
| GIS General Mills Inc. | 0.36% | 16,510 | $768K | Add +9.3% |
| CVX Chevron Corp. | 0.36% | 5,030 | $768K | Reduce -0.2% |
| IYW iShares Ustechnology ETF | 0.35% | 3,762 | $753K | Add +7.3% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 13,876 | $749K | Add +26.6% |
| META Meta Platforms Inc. Class A | 0.34% | 1,085 | $719K | Reduce -15.0% |
| NOC Northrop Grumman Corp. | 0.34% | 1,244 | $713K | Add +0.7% |
| CTVA Corteva Inc. | 0.33% | 10,613 | $712K | Add +23.0% |
| RY Royal Bank of Canada | 0.33% | 4,150 | $708K | No change |
| NXPI NXP Semiconductors NV | 0.31% | 2,984 | $649K | Add +8.6% |
| PHIN Phinia Inc. | 0.30% | 10,253 | $643K | Add +2.5% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 2,034 | $629K | Reduce -2.3% |
| EPD Enterprise Products Partners | 0.29% | 19,430 | $623K | Add +1.5% |
| CTRA Coterra Energy Inc. | 0.29% | 23,653 | $623K | Add +46.0% |
| PEP Pepsico Inc. | 0.29% | 4,267 | $613K | Reduce -8.8% |
| LMT Lockheed Martin Corp. | 0.25% | 1,089 | $530K | Add +1.5% |
| NUE Nucor Corp. | 0.24% | 3,188 | $520K | Add +3.8% |
| AXSM Axsome Therapeutics Inc. | 0.24% | 2,800 | $511K | Reduce -18.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 2,848 | $507K | Reduce -2.9% |
| ORCL Oracle Corp. | 0.23% | 2,565 | $500K | Reduce -3.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 1,746 | $488K | Reduce -0.8% |
| BLD Topbuild Corp. | 0.22% | 1,125 | $469K | Add +6.6% |
| SCHB Schwab US Broad Market ETF | 0.22% | 17,796 | $467K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 8,424 | $463K | Add +1.1% |
| CRM Salesforce Inc. | 0.20% | 1,639 | $435K | Add +72.9% |
| ES Eversource Energy | 0.20% | 6,412 | $432K | Reduce -6.7% |
| TT Trane Technologies PLC | 0.20% | 1,095 | $428K | Reduce -15.5% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.20% | 6,562 | $421K | Reduce -8.2% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 2,365 | $420K | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.20% | 606 | $417K | Add +0.7% |
| ADBE Adobe Inc. | 0.19% | 1,169 | $409K | Add +3.1% |
| TXN Texas Instruments Inc. | 0.19% | 2,275 | $395K | Reduce -2.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 1,831 | $389K | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 13,919 | $382K | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 776 | $380K | Add +74.8% |
| FE Firstenergy Corp. | 0.18% | 8,476 | $380K | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 611 | $355K | Reduce -8.0% |
| VONG Vanguard Russell 1000 Growth | 0.16% | 2,814 | $343K | Reduce -13.1% |
| TD Toronto-Dominion Bank | 0.16% | 3,551 | $335K | Reduce -2.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.16% | 8,654 | $332K | Reduce -4.1% |
| STX Seagate Technology Holdings | 0.15% | 1,182 | $326K | Add +0.3% |
| COKE Coca-Cola Consolidated Inc. | 0.15% | 2,113 | $324K | Add +6.5% |
| DTE DTE Energy Company | 0.15% | 2,402 | $310K | Reduce -2.6% |
| NFLX Netflix Inc. | 0.14% | 3,160 | $296K | Reduce -1.9% |
| XHB SS SPDR S&P Homebldrs ETF | 0.13% | 2,755 | $284K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.13% | 1,170 | $283K | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.13% | 2,700 | $273K | Add +33.7% |
| MA Mastercard Inc. Class A | 0.13% | 473 | $272K | Reduce -19.4% |
| WMT Walmart Inc. | 0.13% | 2,413 | $269K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 1,931 | $269K | Add +0.8% |
| AMGN Amgen Inc. | 0.13% | 808 | $266K | Add +3.1% |
| SPGP Invesco S&P 500 Garp ETF | 0.12% | 2,259 | $257K | Add +0.2% |
| ABT Abbott Laboratories | 0.12% | 2,016 | $253K | Reduce -4.9% |
| OXY Occidental Petroleum Corp. | 0.12% | 6,069 | $250K | Add +21.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 942 | $245K | Reduce -36.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 393 | $243K | Reduce -26.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 348 | $240K | Reduce -42.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.11% | 1,164 | $238K | Add +0.5% |
| WEC WEC Energy Group Inc. | 0.11% | 2,163 | $228K | Reduce -15.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 769 | $224K | No change |
| WHR Whirlpool Corp. | 0.10% | 2,889 | $209K | Add +5.2% |
| GOOG Alphabet Inc. Class C | 0.10% | 657 | $207K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 694 | $206K | New |
| ABBV Abbvie Inc. | 0.10% | 897 | $206K | New |