| TCHP T Rowe Price Blue Chip Growt | 23.69% | 1,011,284 | $49.4M | Add +8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.04% | 25,054 | $12.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 5.97% | 24,068 | $12.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 5.71% | 48,985 | $11.9M | Reduce -1.4% |
| RTX RTX Corp. | 4.29% | 53,500 | $9.0M | Reduce -8.8% |
| TSM Taiwan Semiconductor-SP ADR | 4.13% | 30,821 | $8.6M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 4.07% | 38,658 | $8.5M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 3.89% | 72,064 | $8.1M | Add +0.3% |
| LMT Lockheed Martin Corp. | 3.54% | 14,817 | $7.4M | Add +4.5% |
| ASML ASML Holding NV-NY Reg SHS | 3.51% | 7,567 | $7.3M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 3.16% | 78,578 | $6.6M | Add +83.9% |
| ADBE Adobe Inc. | 3.15% | 18,604 | $6.6M | Reduce -0.3% |
| V Visa Inc. Class A | 3.06% | 18,734 | $6.4M | Reduce -0.1% |
| BKNG Booking Holdings Inc. | 2.73% | 1,057 | $5.7M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.46% | 44,887 | $5.1M | Add +7.0% |
| NKE Nike Inc. Class B | 2.45% | 73,212 | $5.1M | Add +3.2% |
| AAPL Apple Inc. | 2.33% | 19,105 | $4.9M | Reduce -52.7% |
| META Meta Platforms Inc. Class A | 2.15% | 6,109 | $4.5M | Add +11.6% |
| DE Deere & Co. | 2.03% | 9,286 | $4.2M | New |
| NOW ServiceNow Inc. | 1.86% | 4,209 | $3.9M | New |
| LOW Lowe's Cos Inc. | 1.70% | 14,123 | $3.5M | Reduce -43.6% |
| CL Colgate-Palmolive Co. | 0.59% | 15,311 | $1.2M | No change |
| GE General Electric filed as GE AEROSPACE | 0.43% | 2,959 | $890K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 1,370 | $823K | Reduce -6.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 1 | $754K | No change |
| PG The Procter & Gamble Co. | 0.34% | 4,574 | $703K | Add +19.2% |
| PEP Pepsico Inc. | 0.29% | 4,235 | $595K | Add +3.3% |
| CAT Caterpillar Inc. | 0.27% | 1,185 | $565K | No change |
| WMT Walmart Inc. | 0.27% | 5,403 | $557K | Add +7.3% |
| ORCL Oracle Corp. | 0.26% | 1,931 | $543K | Add +1.1% |
| AMAT Applied Materials Inc. | 0.26% | 2,631 | $539K | No change |
| HD Home Depot Inc. | 0.26% | 1,318 | $534K | No change |
| NVDA Nvidia Corp. | 0.24% | 2,650 | $494K | Add +10.8% |
| ABBV Abbvie Inc. | 0.23% | 2,111 | $489K | No change |
| GEV GE Vernova Inc. | 0.22% | 746 | $459K | No change |
| DHR Danaher Corp. | 0.21% | 2,183 | $433K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,526 | $431K | New |
| GOOG Alphabet Inc. Class C | 0.19% | 1,629 | $397K | No change |
| CBOE Cboe Global Markets Inc. | 0.18% | 1,575 | $386K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.18% | 15,671 | $381K | No change |
| COST Costco Wholesale Corp. | 0.17% | 394 | $365K | Add +9.4% |
| UNP Union Pacific Corp. | 0.17% | 1,536 | $363K | No change |
| AVGO Broadcom Inc. | 0.17% | 1,085 | $358K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.17% | 14,227 | $358K | Reduce -11.2% |
| AMGN Amgen Inc. | 0.17% | 1,250 | $353K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.16% | 13,973 | $340K | Reduce -11.6% |
| DHI D.R. Horton Inc. | 0.16% | 2,000 | $339K | No change |
| CVX Chevron Corp. | 0.15% | 2,022 | $314K | No change |
| CME Cme Group Inc. | 0.15% | 1,137 | $307K | No change |
| EVRG Evergy Inc. | 0.14% | 3,846 | $292K | Add +3.2% |
| JPM JPMorgan Chase & Co. | 0.14% | 899 | $284K | No change |
| EMR Emerson Electric Co. | 0.14% | 2,153 | $282K | Reduce -96.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 418 | $278K | No change |
| ETN Eaton Corp. PLC | 0.13% | 722 | $270K | No change |
| CSCO Cisco Systems Inc. | 0.11% | 3,230 | $221K | No change |
| HON Honeywell International Inc. | 0.10% | 1,025 | $216K | Reduce -95.6% |
| VEEV Veeva Systems Inc. Class A | 0.10% | 697 | $208K | New |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 1,125 | $205K | Reduce -25.3% |
| BDX Becton Dickinson and Co. | 0.10% | 1,070 | $200K | New |
| NGL NGL Energy Partners LP | 0.04% | 13,000 | $78K | No change |
| HUMA Humacyte Inc. | 0.01% | 16,000 | $28K | New |