| MSFT Microsoft Corp. | 8.71% | 48,061 | $23.2M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 7.92% | 67,372 | $21.1M | Reduce -7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.86% | 41,724 | $21.0M | Add +0.9% |
| PGR Progressive Corp. | 7.58% | 88,902 | $20.2M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 6.12% | 106,330 | $16.3M | Reduce -3.1% |
| WMT Walmart Inc. | 3.94% | 94,335 | $10.5M | Reduce -4.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.39% | 12 | $9.1M | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 2.97% | 25,351 | $7.9M | Reduce -0.5% |
| WFC Wells Fargo & Co. | 2.55% | 72,978 | $6.8M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 2.44% | 7,563 | $6.5M | Reduce -0.3% |
| MLM Martin Marietta Materials | 2.44% | 10,474 | $6.5M | Reduce -0.9% |
| NSRGY Nestle SA-Spons ADR | 1.88% | 50,884 | $5.0M | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 1.83% | 53,640 | $4.9M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 1.82% | 8,506 | $4.9M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.73% | 14,322 | $4.6M | Reduce -0.3% |
| KO The Coca-Cola Co. | 1.65% | 62,995 | $4.4M | Add +0.1% |
| CTAS Cintas Corp. | 1.61% | 22,845 | $4.3M | Reduce -0.3% |
| VCIT Vanguard Int-Term Corporate | 1.60% | 50,974 | $4.3M | Add +19.9% |
| AMZN Amazon.com Inc. | 1.60% | 18,482 | $4.3M | Reduce -3.3% |
| HD Home Depot Inc. | 1.50% | 11,644 | $4.0M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.50% | 19,354 | $4.0M | Reduce -13.6% |
| LMT Lockheed Martin Corp. | 1.35% | 7,428 | $3.6M | Add +3.3% |
| AAPL Apple Inc. | 1.31% | 12,879 | $3.5M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.24% | 41,588 | $3.3M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 1.20% | 9,670 | $3.2M | Reduce -2.0% |
| DEO Diageo PLC-Sponsored ADR | 0.88% | 27,352 | $2.4M | Reduce -0.8% |
| TDY Teledyne Technologies Inc. | 0.88% | 4,600 | $2.3M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.88% | 3,430 | $2.3M | Reduce -3.2% |
| SCHB Schwab US Broad Market ETF | 0.81% | 82,105 | $2.2M | Reduce -7.7% |
| AXP American Express Co. | 0.69% | 4,993 | $1.8M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 6,162 | $1.8M | Add +0.6% |
| PNC PNC Financial Services Group | 0.68% | 8,660 | $1.8M | Add +2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.63% | 14,885 | $1.7M | Add +0.5% |
| WTS Watts Water Technologies-A | 0.62% | 6,000 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.61% | 13,460 | $1.6M | Add +0.4% |
| NVDA Nvidia Corp. | 0.57% | 8,115 | $1.5M | Reduce -8.5% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 6,685 | $1.5M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.55% | 1,663 | $1.5M | Reduce -5.1% |
| MCD McDonald's Corp. | 0.51% | 4,492 | $1.4M | Add +0.5% |
| CVX Chevron Corp. | 0.48% | 8,449 | $1.3M | Reduce -0.3% |
| VXUS Vanguard Total Intl Stock | 0.47% | 16,800 | $1.3M | Add +0.1% |
| THO Thor Industries Inc. | 0.46% | 11,885 | $1.2M | Reduce -0.2% |
| LDOS Leidos Holdings Inc. | 0.44% | 6,482 | $1.2M | No change |
| META Meta Platforms Inc. Class A | 0.44% | 1,765 | $1.2M | Add +2.1% |
| MDLZ Mondelez International Inc. Class A | 0.43% | 21,375 | $1.2M | Reduce -0.1% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.41% | 7,340 | $1.1M | No change |
| CW Curtiss-Wright Corp. | 0.41% | 2,000 | $1.1M | Reduce -9.1% |
| GPC Genuine Parts Co. | 0.40% | 8,770 | $1.1M | Reduce -3.9% |
| POOL Pool Corp. | 0.39% | 4,500 | $1.0M | No change |
| CTRA Coterra Energy Inc. | 0.35% | 35,160 | $925K | No change |
| CMCSA Comcast Corp. Class A | 0.34% | 30,685 | $917K | Add +41.6% |
| MSGS Madison Square Garden Sports | 0.34% | 3,515 | $909K | No change |
| MGRC McGrath Rentcorp | 0.34% | 8,600 | $902K | No change |
| UBER Uber Technologies Inc. | 0.34% | 10,985 | $898K | Add +2.8% |
| BA The Boeing Co. | 0.31% | 3,867 | $840K | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.31% | 3,537 | $818K | Reduce -4.8% |
| MHK Mohawk Industries Inc. | 0.28% | 6,855 | $749K | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 13,375 | $719K | Reduce -0.4% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 25,805 | $708K | Reduce -6.2% |
| PEP Pepsico Inc. | 0.26% | 4,750 | $682K | Reduce -0.3% |
| TRV The Travelers Cos Inc. | 0.24% | 2,235 | $648K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.24% | 3,000 | $635K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 11,183 | $615K | Reduce -2.2% |
| SCHF Schwab Intl Equity ETF | 0.23% | 25,325 | $609K | Reduce -2.7% |
| AMRZ Amrize Ltd. | 0.23% | 11,225 | $607K | Add +0.5% |
| BLK BlackRock Inc. | 0.21% | 535 | $573K | Add +0.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.21% | 5,010 | $556K | Reduce -1.0% |
| KR Kroger Co. | 0.21% | 8,835 | $552K | Add +58.2% |
| GHC Graham Holdings Co. Class B | 0.21% | 500 | $549K | No change |
| SCHX Schwab US Large-Cap ETF | 0.20% | 20,145 | $542K | Add +3.1% |
| ADBE Adobe Inc. | 0.18% | 1,389 | $486K | New |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.18% | 4,800 | $475K | No change |
| JJSF J & J Snack Foods Corp. | 0.17% | 5,000 | $452K | No change |
| ACN Accenture PLC Class A | 0.16% | 1,548 | $415K | Add +5.8% |
| BATRK Atlanta Braves Holdings in-C | 0.15% | 10,350 | $408K | No change |
| PFE Pfizer Inc. | 0.15% | 15,915 | $396K | Reduce -21.6% |
| RTX RTX Corp. | 0.14% | 2,087 | $383K | Add +8.6% |
| SPHR Sphere Entertainment Co. | 0.14% | 4,000 | $380K | No change |
| LW Lamb Weston Holdings Inc. | 0.14% | 8,835 | $370K | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.13% | 2,512 | $360K | Add +3.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.13% | 2,500 | $358K | No change |
| LNN Lindsay Corp. | 0.13% | 3,000 | $354K | No change |
| DORM Dorman Products Inc. | 0.12% | 2,500 | $308K | No change |
| CHTR Charter Communications Inc. Class A | 0.11% | 1,368 | $286K | Reduce -49.7% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 1,945 | $279K | Reduce -1.5% |
| T AT&T Inc. | 0.10% | 10,600 | $263K | No change |
| MELI MercadoLibre Inc. | 0.10% | 130 | $262K | No change |
| ALSN Allison Transmission Holding | 0.09% | 2,500 | $245K | No change |
| PSX Phillips 66 | 0.09% | 1,885 | $243K | No change |
| MLI Mueller Industries Inc. | 0.09% | 2,000 | $230K | No change |
| JBTM JBT Marel Corp. | 0.08% | 1,500 | $226K | No change |
| BRBR Bellring Intermediate Holdin | 0.08% | 7,500 | $200K | No change |