| American Express Co. | Financial Services | $10,001–$100,000 | |
| Apple Inc. | Computer, phone | $100,001–$1,000,000 | |
| Enterprise Products Partners | Natural Gas Oil Pipeline | $2,000–$10,000 | |
| Exxon Mobil Corp | Energy | $10,001–$100,000 | |
| General Mills Inc. | Food | $10,001–$100,000 | |
| Johnson &Johnson | Medical Devices | $10,001–$100,000 | |
| Microsoft Corporation | Computer software | $10,001–$100,000 | |
| Pfizer Inc. | Pharmaceuticals | $10,001–$100,000 | |
| UGI Corporation | Natural Gas Distribution | $2,000–$10,000 | |
| Walt Disney Co. | Entertainment &Media | $2,000–$10,000 | |
| Abbvie Inc. Com | Pharmaceuticals | $2,000–$10,000 acquired 2024-08-01 | |
| Adobe Inc. | Technology/Software | $2,000–$10,000 acquired 2024-02-06 | |
| Advanced Micro Devices | Technology/Software | $2,000–$10,000 acquired 2024-02-06 | |
| Alphabet Incorporated | Technology | $2,000–$10,000 acquired 2024-02-06 | |
| Amazon Com Inc. | electronic commerce | $2,000–$10,000 acquired 2024-02-06 | |
| Becton Dickinson & Co. | Medical Technology | $2,000–$10,000 acquired 2024-02-06 | |
| Berkshire Hathaway Cl-B | Conglomerate | $2,000–$10,000 acquired 2024-02-06 | |
| Blackrock Inc. | Investments | $2,000–$10,000 acquired 2024-02-06 | |
| Blackstone Inc. | Alternative Asset Manager | $2,000–$10,000 acquired 2024-07-23 | |
| Cummins Inc. | Components, Engines, Power Systems | $2,000–$10,000 acquired 2024-06-20 | |
| Eli Lilly & Co. | Pharmaceuticals | $2,000–$10,000 acquired 2024-02-06 | |
| Palo Alto Networks | Cybersecurity | $2,000–$10,000 acquired 2024-02-06 | |
| Prologis Inc. Com | REIT | $2,000–$10,000 acquired 2024-02-06 | |
| Salesforce Inc. | Cloud-based software | $2,000–$10,000 acquired 2024-02-06 | |
| Tesla Inc. | Automobile | $2,000–$10,000 acquired 2024-02-06 | |
| Thermo Fisher Scientific | Life, science, & clinical research | $2,000–$10,000 acquired 2024-02-06 | |
| Trane Technologies PLC | Heating, ventilation, air conditioning | $2,000–$10,000 acquired 2024-11-08 | |
| Genl Dynamics Corp | Global aerospace & defense | $2,000–$10,000 acquired 2024-09-09 | |
| Home Depot Inc. | Home improvement retail | $2,000–$10,000 acquired 2024-02-06 | |
| JP Morgan Chase & Co. | Financial Services | $2,000–$10,000 acquired 2024-02-06 | |
| Linde PLC | Chemicals | $2,000–$10,000 acquired 2024-02-06 | |
| Meta Platforms Inc. | Technology conglomerate | $2,000–$10,000 acquired 2024-02-06 | |
| Monster Beverage Corp | Beverages | $2,000–$10,000 acquired 2024-02-06 | |
| MSCI Inc Com | Finance | $2,000–$10,000 acquired 2024-02-06 | |
| Netflix Inc. | Subscription Video | $2,000–$10,000 acquired 2024-05-06 | |
| NVIDIA Corp. | Computer Chips | $2,000–$10,000 acquired 2024-02-06 | |
| Transdigm Group Inc. | Aircraft components | $2,000–$10,000 acquired 2024-02-06 | |
| US Bancorp Com New | Financial | $2,000–$10,000 acquired 2024-10-17 | |
| Uber Technologies Inc. | Rideshare | $2,000–$10,000 acquired 2024-03-25 | |
| United Health GP Inc. | Healthcare | $2,000–$10,000 acquired 2024-02-06 | |
| Visa Inc. Cl A | Financial | $2,000–$10,000 acquired 2024-02-06 | |
| CBOE Global Markets Inc. | Securities | $2,000–$10,000 acquired 2024-02-22 disposed 2024-11-08 | |
| The Cigna Group | Healthcare & Insurance | $2,000–$10,000 acquired 2024-02-06 disposed 2024-09-09 | |
| T-Mobile US Inc. Com | Mobile Communications | $2,000–$10,000 acquired 2024-02-06 disposed 2024-05-06 | |
| Verizon Communications | Telecommunications | $2,000–$10,000 acquired 2024-02-06 disposed 2024-02-22 | |
| Deere & Co. | Agricultural Machinery | $2,000–$10,000 acquired 2024-02-06 disposed 2024-08-01 | |
| Medtronic PLC SHS | Medical Devices | $2,000–$10,000 acquired 2024-02-06 disposed 2024-07-23 | |
| Northrop Grumman CP | Aerospace, defense, and security | $2,000–$10,000 acquired 2024-02-06 disposed 2024-10-17 | |
| ServiceNow Inc. | Cloud computing software | $2,000–$10,000 acquired 2024-02-06 disposed 2024-03-25 | |
| Qualcomm Inc. | Semiconductors | $2,000–$10,000 acquired 2024-02-06 disposed 2024-06-20 | |