| Abbvie Inc. Com | Pharmaceuticals | $2,000–$10,000 | |
| Adobe Inc. | Technology/Software | $2,000–$10,000 disposed 2025-06-26 | |
| Advanced Micro Devices | Technology/Software | $2,000–$10,000 | |
| Alphabet Incorporated | Technology | $10,001–$100,000 acquired 2025-04-08 | |
| Amazon Com Inc. | electronic commerce | $2,000–$10,000 | |
| American Express Co. | Financial Services | $10,001–$100,000 disposed 2025-07-29 | |
| Apple Inc. | Computer, phone | $10,001–$100,000 | |
| Becton Dickinson & Co. | Medical Technology | $2,000–$10,000 disposed 2025-04-08 | |
| Berkshire Hathaway Cl-B | Conglomerate | $2,000–$10,000 | |
| Blackrock Inc. | Investments | $2,000–$10,000 disposed 2025-01-17 | |
| Blackstone Inc. | Alternative Asset Manager | $2,000–$10,000 | |
| Cummins Inc. | Components, Engines, Power Systems | $2,000–$10,000 | |
| Eli Lilly & Co. | Pharmaceuticals | $2,000–$10,000 | |
| Enterprise Products Partners | Natural Gas Oil Pipeline | $2,000–$10,000 disposed 2025-07-29 | |
| Exxon Mobil Corp | Energy | $2,000–$10,000 | |
| General Mills Inc. | Food | $10,001–$100,000 disposed 2025-07-29 | |
| Genl Dynamics Corp | Global aerospace & defense | $2,000–$10,000 | |
| Home Depot Inc. | Home improvement retail | $2,000–$10,000 | |
| Johnson &Johnson | Medical Devices | $2,000–$10,000 disposed 2025-07-29 | |
| JP Morgan Chase & Co. | Financial Services | $2,000–$10,000 | |
| Linde PLC | Chemicals | $2,000–$10,000 disposed 2025-01-17 | |
| Meta Platforms Inc. | Technology conglomerate | $2,000–$10,000 | |
| Microsoft Corporation | Computer software | $10,001–$100,000 | |
| Monster Beverage Corp | Beverages | $2,000–$10,000 disposed 2025-09-17 | |
| MSCI Inc Com | Finance | $2,000–$10,000 disposed 2025-01-17 | |
| Netflix Inc. | Subscription Video | $2,000–$10,000 | |
| NVIDIA Corp. | Computer Chips | $10,001–$100,000 | |
| Palo Alto Networks | Cybersecurity | $2,000–$10,000 | |
| Pfizer Inc. | Pharmaceuticals | $10,001–$100,000 disposed 2025-02-28 | |
| Prologis Inc. Com | REIT | $2,000–$10,000 disposed 2025-09-17 | |
| Salesforce Inc. | Cloud-based software | $2,000–$10,000 | |
| Tesla Inc. | Automobile | $2,000–$10,000 | |
| Thermo Fisher Scientific | Life, science, & clinical research | $2,000–$10,000 | |
| Trane Technologies PLC | Heating, ventilation, air conditioning | $2,000–$10,000 | |
| Transdigm Group Inc. | Aircraft components | $2,000–$10,000 disposed 2025-06-26 | |
| Uber Technologies Inc. | Rideshare | $2,000–$10,000 disposed 2025-11-04 | |
| UGI Corporation | Natural Gas Distribution | $2,000–$10,000 disposed 2025-07-29 | |
| United Health GP Inc. | Healthcare | $2,000–$10,000 | |
| US Bancorp Com New | Financial | $2,000–$10,000 | |
| Visa Inc. Cl A | Financial | $2,000–$10,000 | |
| Walt Disney Co. | Entertainment &Media | $2,000–$10,000 disposed 2025-07-29 | |
| Amgen Inc. | biopharmaceutical | $2,000–$10,000 acquired 2025-09-17 | |
| Boston Scientific Corp | biotechnology | $2,000–$10,000 acquired 2025-11-04 | |
| Broadcom Inc. | semiconductor and software products | $2,000–$10,000 acquired 2025-01-17 | |
| Chipotle Mexican Grill Inc. Com | restaurant chain | $2,000–$10,000 acquired 2025-06-26 | |
| Costco Wholesale Corp | warehouse clubs operator | $2,000–$10,000 acquired 2025-11-04 | |
| Ecolab Inc. | water treatment and food safety | $2,000–$10,000 acquired 2025-04-08 | |
| GE Vernova Inc. | energy equipment manufacturing and services | $2,000–$10,000 acquired 2025-06-26 | |
| Goldman Sachs Grp Inc. | investment bank and financial services | $2,000–$10,000 acquired 2025-01-17 | |
| Intuit Inc. | financial software | $2,000–$10,000 acquired 2025-11-04 | |
| S&P Global Inc Com | financial information and analytics | $2,000–$10,000 acquired 2025-11-04 | |
| Nextera Energy Inc. | renewable energy | $2,000–$10,000 acquired 2025-01-17 | |
| Oracle Corp. | technology | $2,000–$10,000 acquired 2025-09-17 | |
| Progressive Corp Ohio | insurance | $2,000–$10,000 acquired 2025-02-11 | |
| Stryker Corp | medical devices | $2,000–$10,000 acquired 2025-09-17 | |
| Walmart Inc. | retail | $2,000–$10,000 acquired 2025-04-08 | |
| Wells Fargo & Co. | financial services | $2,000–$10,000 acquired 2025-04-08 | |
| Williams Co. Inc. | energy | $2,000–$10,000 acquired 2025-04-08 | |