| SPIB SS SPDR P Int C Corp. ETF | 5.70% | 1,311,594 | $44.0M | Add +2.2% |
| LLY Eli Lilly & Co. | 5.11% | 42,838 | $39.4M | Reduce -5.8% |
| SPSB SS SPDR P St C Corp. ETF | 4.54% | 1,163,729 | $35.0M | Add +2.5% |
| OBT Orange County Bancorp Inc. | 4.40% | 1,061,490 | $33.9M | Reduce -3.6% |
| NVDA Nvidia Corp. | 4.20% | 185,997 | $32.4M | Reduce -21.0% |
| ISRG Intuitive Surgical Inc. | 3.93% | 65,812 | $30.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.25% | 67,754 | $25.1M | Reduce -8.2% |
| XLK SS Technology Select Sector | 3.25% | 188,708 | $25.1M | Reduce -3.4% |
| AAPL Apple Inc. | 3.19% | 96,843 | $24.6M | Reduce -12.9% |
| GOOG Alphabet Inc. Class C | 2.86% | 77,039 | $22.1M | Reduce -18.4% |
| AMZN Amazon.com Inc. | 2.16% | 79,925 | $16.6M | Reduce -13.1% |
| KLAC KLA Corp. | 2.09% | 10,952 | $16.1M | Reduce -21.0% |
| CIEN Ciena Corp. | 1.91% | 37,872 | $14.7M | Reduce -24.1% |
| JPM JPMorgan Chase & Co. | 1.73% | 45,361 | $13.3M | Reduce -14.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 18,043 | $11.7M | Reduce -4.2% |
| AVGO Broadcom Inc. | 1.47% | 36,578 | $11.3M | Reduce -30.9% |
| XOM Exxon Mobil Corp. | 1.37% | 62,373 | $10.6M | Reduce -24.2% |
| AXP American Express Co. | 1.37% | 34,968 | $10.6M | Reduce -4.1% |
| ABBV Abbvie Inc. | 1.29% | 45,652 | $9.9M | Reduce -6.3% |
| XLF SS Financial Select Sector | 1.25% | 196,096 | $9.7M | Reduce -2.5% |
| V Visa Inc. Class A | 1.17% | 29,846 | $9.0M | Reduce -8.8% |
| META Meta Platforms Inc. Class A | 1.15% | 15,513 | $8.9M | Reduce -19.8% |
| FLOT iShares Floating Rate Bond E | 1.14% | 173,356 | $8.8M | Add +5.8% |
| MDT Medtronic PLC | 1.14% | 101,740 | $8.8M | Reduce -0.7% |
| XLY SS Consumer Disc Select Sect | 0.99% | 69,989 | $7.6M | Reduce -3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.98% | 15,402 | $7.6M | Reduce -12.7% |
| XLC SS Comm Select Sector SPDR | 0.97% | 67,827 | $7.5M | Reduce -2.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.96% | 153,348 | $7.4M | Add +1.9% |
| XLV SS Health Care Select Sector | 0.96% | 50,398 | $7.4M | Reduce -6.1% |
| AZO AutoZone Inc. | 0.94% | 2,138 | $7.2M | Reduce -11.3% |
| MS Morgan Stanley | 0.93% | 43,748 | $7.2M | Reduce -16.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.93% | 93,547 | $7.2M | Add +50.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.92% | 29,194 | $7.1M | Reduce -5.7% |
| CSCO Cisco Systems Inc. | 0.88% | 87,379 | $6.8M | Reduce -11.3% |
| XLI SS Industrial Select Sector | 0.81% | 38,779 | $6.3M | Reduce -6.8% |
| DHR Danaher Corp. | 0.81% | 32,928 | $6.2M | Reduce -5.2% |
| CRM Salesforce Inc. | 0.72% | 29,917 | $5.6M | Reduce -5.0% |
| GWW WW Grainger Inc. | 0.72% | 5,112 | $5.6M | Reduce -15.1% |
| FLR Fluor Corp. | 0.69% | 113,309 | $5.3M | Reduce -16.5% |
| MCD McDonald's Corp. | 0.68% | 16,892 | $5.2M | Reduce -1.5% |
| URI United Rentals Inc. | 0.65% | 6,911 | $5.0M | Reduce -15.6% |
| PEP Pepsico Inc. | 0.64% | 31,869 | $4.9M | Reduce -13.9% |
| PWR Quanta Services Inc. | 0.63% | 8,886 | $4.9M | Reduce -22.2% |
| BKR Baker Hughes Co. | 0.63% | 79,680 | $4.9M | Reduce -22.3% |
| SCHW Schwab (charles) Corp. | 0.62% | 50,545 | $4.8M | Reduce -16.9% |
| HD Home Depot Inc. | 0.61% | 14,390 | $4.7M | Reduce -17.1% |
| MRSH Marsh & McLennan Cos | 0.61% | 27,253 | $4.7M | Reduce -16.6% |
| DUK Duke Energy Corp. | 0.60% | 35,603 | $4.7M | Reduce -13.4% |
| SBUX Starbucks Corp. | 0.59% | 50,694 | $4.5M | Reduce -17.8% |
| CMG Chipotle Mexican Grill Inc. | 0.59% | 141,260 | $4.5M | Reduce -21.3% |
| APH Amphenol Corp. Class A | 0.58% | 35,269 | $4.5M | Reduce -16.2% |
| SHW The Sherwin-Williams Co. | 0.57% | 13,709 | $4.4M | Reduce -13.7% |
| GS Goldman Sachs Group Inc. | 0.55% | 5,025 | $4.3M | Reduce -20.3% |
| XLP SS Consumer Staples Sel Sect | 0.54% | 50,676 | $4.2M | Reduce -2.3% |
| NFLX Netflix Inc. | 0.53% | 42,662 | $4.1M | Reduce -6.9% |
| CBRE CBRE Group Inc. Class A | 0.53% | 30,179 | $4.1M | Reduce -8.9% |
| WMT Walmart Inc. | 0.50% | 30,872 | $3.8M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.49% | 40,893 | $3.8M | Reduce -18.4% |
| NOW ServiceNow Inc. | 0.49% | 35,955 | $3.8M | Add +13.4% |
| MELI MercadoLibre Inc. | 0.48% | 2,159 | $3.7M | Reduce -2.6% |
| TTWO Take-Two Interactive Softwre | 0.48% | 18,878 | $3.7M | Reduce -12.1% |
| CSX CSX Corp. | 0.48% | 90,253 | $3.7M | Reduce -22.6% |
| CVX Chevron Corp. | 0.48% | 17,876 | $3.7M | Reduce -3.6% |
| PLD Prologis Inc. | 0.47% | 27,366 | $3.6M | Reduce -17.4% |
| LECO Lincoln Electric Holdings | 0.45% | 13,886 | $3.5M | Reduce -20.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.44% | 66,313 | $3.4M | Reduce -24.6% |
| AMD Advanced Micro Devices | 0.43% | 16,493 | $3.4M | Reduce -8.2% |
| ADBE Adobe Inc. | 0.43% | 13,543 | $3.3M | Reduce -54.2% |
| XLE SS Energy Select Sector | 0.42% | 53,000 | $3.2M | Reduce -8.4% |
| NUE Nucor Corp. | 0.39% | 17,869 | $3.0M | Reduce -20.2% |
| MDLZ Mondelez International Inc. Class A | 0.38% | 51,173 | $2.9M | Reduce -11.8% |
| MDY State Street SPDR S&P Midcap | 0.36% | 4,532 | $2.8M | Add +4.5% |
| WBS Webster Financial Corp. | 0.33% | 36,210 | $2.5M | Reduce -4.6% |
| RMD Resmed Inc. | 0.32% | 11,000 | $2.5M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 50,637 | $2.5M | Reduce -17.8% |
| ROK Rockwell Automation Inc. | 0.32% | 6,783 | $2.4M | Reduce -15.0% |
| PG The Procter & Gamble Co. | 0.31% | 16,416 | $2.4M | Reduce -5.2% |
| WY Weyerhaeuser Co. | 0.29% | 90,994 | $2.2M | Reduce -9.6% |
| TRMB Trimble Inc. | 0.28% | 32,912 | $2.1M | Reduce -15.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.26% | 33,515 | $2.0M | Add +5.5% |
| JNJ Johnson & Johnson | 0.26% | 8,087 | $2.0M | Reduce -11.2% |
| GNRC Generac Holdings Inc. | 0.25% | 9,752 | $1.9M | Reduce -21.4% |
| SO The Southern Co. | 0.23% | 18,510 | $1.8M | Reduce -2.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.23% | 38,304 | $1.8M | Reduce -8.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 2,720 | $1.6M | Reduce -5.1% |
| ADP Automatic Data Processing | 0.20% | 7,650 | $1.6M | Reduce -3.0% |
| RTX RTX Corp. | 0.20% | 7,966 | $1.5M | Reduce -17.4% |
| XLRE SS Real Estate Select Sector | 0.19% | 35,994 | $1.5M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 0.18% | 4,876 | $1.4M | Reduce -4.6% |
| XLB SS Materials Select Sector | 0.18% | 28,013 | $1.4M | Add +0.3% |
| SUB iShares Short-Term National | 0.18% | 12,753 | $1.4M | No change |
| ORCL Oracle Corp. | 0.17% | 8,670 | $1.3M | Reduce -26.1% |
| BX Blackstone Inc. | 0.17% | 11,087 | $1.3M | No change |
| COP Conocophillips | 0.16% | 9,359 | $1.2M | Reduce -19.4% |
| ABT Abbott Laboratories | 0.14% | 10,261 | $1.1M | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 3,649 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.13% | 1,022 | $1.0M | Reduce -31.0% |
| MRK Merck & Co. Inc. | 0.13% | 8,125 | $977K | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.12% | 3,390 | $917K | Reduce -81.4% |
| CAT Caterpillar Inc. | 0.12% | 1,254 | $888K | Reduce -12.3% |