2026-05-07T12:02:59-05:00 2025-12-31 630861649 Duval & Associates PC CPA's 3615 Eighth Avenue South Birmingham AL 35222 990PF 2025-01-01 201882904 O'Sullivan Family Charitable Foundation OSUL 2058034300 P O Box 590005 Birmingham AL 352590005 Patrick L O'Sullivan Director 2058034300 2026-05-07 1 James M Brooks P00132546 2053260453 2026-05-07 2025 2025-03-06 01:10:19Z X 6621929 X X 63553 63553 568167 2054876 568167 631720 631720 8000 2000 6000 3524 881 2643 5325 1331 3994 80 80 0 65342 65269 73 82271 69561 12710 295000 295000 377271 69561 307710 254449 562159 18069 18141 18141 89623 118553 118553 3491071 3716518 6485235 3598763 3853212 6621929 0 0 X 3598763 3853212 3598763 3853212 3598763 3853212 3598763 254449 0 3853212 0 3853212 62 Alphabet Inc Class A 2017-01-31 2025-09-17 15501 2533 12968 12968 60 Alphabet Inc Class A 2016-06-29 2025-07-30 11810 2089 9721 9721 11 Alphabet Inc Class A 2017-01-31 2025-07-30 2165 449 1716 1716 32 Avery Dennison Corp 2017-01-31 2025-07-30 5446 2333 3113 3113 34 Avery Dennison Corp 2019-02-22 2025-07-30 5786 3628 2158 2158 28 Avery Dennison Corp 2020-05-22 2025-07-30 4765 2996 1769 1769 22 Avery Dennison Corp 2022-02-03 2025-07-30 3744 4282 -538 -538 414 Avient Corporation 2021-08-20 2025-07-30 13339 19926 -6587 -6587 126 Avient Corporation 2022-02-03 2025-07-30 4060 6271 -2211 -2211 365 Blueprint Medicines Corporation 2024-08-08 2025-06-24 46789 33189 13600 13600 455 Bristol Myers Squibb Co 2023-01-31 2025-07-30 21230 32783 -11553 -11553 238 Bristol Myers Squibb Co 2024-02-02 2025-07-30 11105 11542 -437 -437 166 Broadcom Inc Common Stoc 2022-09-09 2025-07-30 49672 8704 40968 40968 138 Cisco Systems Inc 2019-01-30 2025-09-17 9354 6472 2882 2882 412 Coca Cola Company 2020-05-22 2025-07-30 28473 18550 9923 9923 92 Coca Cola Company 2022-02-03 2025-07-30 6358 5671 687 687 98 Comcast Corp Cl A 2016-06-29 2025-07-30 3213 3136 77 77 138 Comcast Corp Cl A 2017-01-31 2025-07-30 4525 5189 -664 -664 148 Comcast Corp Cl A 2017-11-28 2025-07-30 4853 5233 -380 -380 441 Comcast Corp Cl A 2022-02-03 2025-07-30 14460 22103 -7643 -7643 204 Deckers Outdoor Corporation 2022-02-03 2025-07-30 22451 11108 11343 11343 18 Deckers Outdoor Corporation 2022-02-03 2025-07-30 1981 989 992 992 243 Element Solutions Inc 2025-07-30 2025-09-17 6418 5725 693 693 37 Exxon Mobil Corp 2020-03-11 2025-07-30 4136 1564 2572 2572 77 Exxon Mobil Corp 2020-05-22 2025-07-30 8608 3377 5231 5231 144 Exxon Mobil Corp 2021-03-03 2025-07-30 16098 8253 7845 7845 74 Exxon Mobil Corp 2022-02-03 2025-07-30 8272 5933 2339 2339 65 Fortinet Inc 2025-07-30 2025-10-20 5488 6604 -1116 -1116 237 Fortinet Inc 2023-06-28 2025-10-20 20010 17600 2410 2410 143 Fortinet Inc 2023-08-24 2025-10-20 12073 8346 3727 3727 291 Fortinet Inc 2023-06-28 2025-05-06 31413 21610 9803 9803 397 Interpublic Group Of Cos Inc 2021-09-17 2025-05-13 10152 14671 -4519 -4519 291 Interpublic Group Of Cos Inc 2022-02-03 2025-05-13 7441 10656 -3215 -3215 212 Interpublic Group Of Cos Inc 2022-02-03 2025-05-13 5421 8053 -2632 -2632 17 JPMorgan Chase & Co 2017-11-28 2025-07-30 5082 1675 3407 3407 11 JPMorgan Chase & Co 2020-05-22 2025-07-30 3288 982 2306 2306 129 Lam Research Corporation 2025-07-30 2025-09-17 15783 12819 2964 2964 54 McDonalds Corp 2018-03-29 2025-07-30 16384 8606 7778 7778 40 McDonalds Corp 2020-05-22 2025-07-30 12136 7347 4789 4789 22 McDonalds Corp 2022-02-03 2025-07-30 6675 5761 914 914 121 Microchip Technology Inc 2021-09-17 2025-07-30 8495 9791 -1296 -1296 143 Microchip Technology Inc 2022-02-03 2025-07-30 10040 10762 -722 -722 15 Microsoft Corp 2016-06-29 2025-10-20 7749 757 6992 6992 211 Mondelez International Inc 2018-08-30 2025-07-30 13873 8975 4898 4898 123 Mondelez International Inc 2018-11-07 2025-07-30 8087 5384 2703 2703 119 Mondelez International Inc 2022-02-03 2025-07-30 7824 8127 -303 -303 93 Morgan Stanley 2017-05-08 2025-09-17 14669 4001 10668 10668 28 Norfolk Southern Corp 2019-04-17 2025-07-30 7910 5539 2371 2371 113 Nvidia Corp 2020-05-22 2025-07-30 20174 1023 19151 19151 9 Parker Hannifin Corp 2023-01-31 2025-07-30 6597 2914 3683 3683 49 RTX Corporation 2021-03-03 2025-09-17 7761 3714 4047 4047 92 Salesforce Inc 2019-05-07 2025-07-30 24585 14525 10060 10060 52 Salesforce Inc 2022-02-03 2025-07-30 13896 11208 2688 2688 83 Uber Technologies Inc 2021-03-03 2025-05-06 7076 4708 2368 2368 38 Unitedhealth Group Inc 2025-06-24 2025-07-30 9860 11555 -1695 -1695 3 Unitedhealth Group Inc 2017-01-27 2025-07-30 778 489 289 289 43 Unitedhealth Group Inc 2017-01-31 2025-07-30 11158 6941 4217 4217 6 Unitedhealth Group Inc 2017-11-28 2025-07-30 1557 1279 278 278 6 Unitedhealth Group Inc 2022-02-03 2025-07-30 1557 2932 -1375 -1375 71 Vertiv Holdings LLC Class A 2022-02-03 2025-10-20 12452 1500 10952 10952 81 Vertiv Holdings LLC Class A 2022-02-03 2025-07-30 11548 1712 9836 9836 159 Wells Fargo & Co 2021-03-03 2025-07-30 13162 6061 7101 7101 175 Zoetis Inc Cl A 2024-08-08 2025-07-30 26269 32870 -6601 -6601 15 Alphabet Inc Class C 2017-01-30 2025-09-17 3725 602 3123 3123 5 Alphabet Inc Class C 2017-01-30 2025-07-22 955 201 754 754 4 Alphabet Inc Class A 2020-05-22 2025-09-17 992 282 710 710 1 Alphabet Inc Class A 2020-05-22 2025-07-22 190 70 120 120 23 Alphabet Inc Class A 2017-01-30 2025-06-30 4085 947 3138 3138 120 Alphabet Inc Class A 2017-11-28 2025-06-30 21313 6370 14943 14943 46 Alphabet Inc Class A 2020-05-22 2025-06-30 8170 3240 4930 4930 19 Amazon.Com Inc 2017-11-28 2025-09-17 4386 1133 3253 3253 7 Amazon.Com Inc 2017-11-28 2025-07-22 1587 418 1169 1169 66 Amazon.Com Inc 2017-01-30 2025-06-30 14502 2729 11773 11773 43 Amazon.Com Inc 2017-11-28 2025-06-30 9448 2565 6883 6883 33 Apple Inc 2017-01-30 2025-09-17 7903 999 6904 6904 12 Apple Inc 2017-01-30 2025-07-22 2558 363 2195 2195 1 Applovin Corporation Class A 2024-11-25 2025-09-17 591 325 266 266 139 Arista Networks Inc 2022-04-20 2025-11-18 17340 4456 12884 12884 4 Arista Networks Inc 2022-04-20 2025-09-17 566 128 438 438 2 Arista Networks Inc 2022-04-20 2025-07-22 219 64 155 155 139 Arista Networks Inc 2022-04-20 2025-06-30 14299 4456 9843 9843 5 Astrazeneca PLC 2022-05-18 2025-09-17 388 319 69 69 2 Astrazeneca PLC 2022-02-04 2025-07-22 141 116 25 25 21.15 Astrazeneca PLC 2017-01-30 2025-01-17 1415 1222 193 193 27.62 Astrazeneca PLC 2017-11-28 2025-01-17 1847 1407 440 440 38.24 Astrazeneca PLC 2020-05-22 2025-01-17 2558 1827 731 731 9.06 Astrazeneca PLC 2022-02-04 2025-01-17 606 525 81 81 29.74 Astrazeneca PLC 2022-02-04 2025-01-17 1990 1705 285 285 9.2 Astrazeneca PLC 2022-02-04 2025-01-17 615 533 82 82 38 Atlassian Corporation Class A 2025-02-26 2025-10-31 6115 11021 -4906 -4906 1 Atlassian Corporation Class A 2025-02-26 2025-09-17 174 290 -116 -116 1 Atlassian Corporation Class A 2025-02-26 2025-07-22 199 290 -91 -91 1 Axon Enterprise Inc 2021-07-02 2025-09-17 755 176 579 579 162 Bellring Brands Inc 2024-03-26 2025-10-17 5408 9608 -4200 -4200 5 Bellring Brands Inc 2024-03-26 2025-09-17 182 297 -115 -115 2 Bellring Brands 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488 712 712 372 Nomad Foods Ltd 2022-12-21 2025-01-08 6004 6354 -350 -350 58 Nvidia Corp 2019-12-12 2025-09-17 9861 320 9541 9541 21 Nvidia Corp 2019-12-12 2025-07-22 3518 116 3402 3402 78 Nvidia Corp 2019-12-12 2025-02-26 10264 431 9833 9833 166 O Reilly Automotive Inc 2021-10-27 2025-10-17 16721 7230 9491 9491 11 O Reilly Automotive Inc 2021-10-27 2025-09-17 1146 479 667 667 4 O Reilly Automotive Inc 2021-10-27 2025-07-22 378 174 204 204 7 Oracle Corporation 2024-11-25 2025-09-17 2098 1331 767 767 2 Oracle Corporation 2024-11-25 2025-07-22 476 380 96 96 5 Palantir Technologies Inc Class A 2025-01-17 2025-09-17 823 356 467 467 2 Palantir Technologies Inc Class A 2025-01-17 2025-07-22 296 142 154 154 1 Quanta Services Inc 2024-06-18 2025-09-17 380 281 99 99 1 Quanta Services Inc 2024-06-18 2025-07-22 392 281 111 111 2 Reddit Inc Class A 2024-11-25 2025-09-17 516 286 230 230 1 Reddit Inc Class A 2024-11-25 2025-07-22 147 143 4 4 4 Ross Stores Inc 2020-05-22 2025-02-26 555 376 179 179 74 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2025-01-27 23211 3151 20060 20060 6.67 Constellation Energy Corporation 2021-06-03 2025-01-27 1872 260 1612 1612 67.67 Constellation Energy Corporation 2021-07-19 2025-01-27 18999 2710 16289 16289 10 Constellation Energy Corporation 2022-01-11 2025-01-27 2808 502 2306 2306 92 Constellation Energy Corporation 2022-02-07 2025-01-27 25831 4349 21482 21482 9 Crown Castle Inc 2025-08-26 2025-09-17 858 858 0 0 7 Digital Realty Trust Inc 2025-04-15 2025-09-17 1203 1031 172 172 28 DT Midstream Inc 2023-06-29 2025-09-17 2959 1385 1574 1574 45 DT Midstream Inc 2023-06-29 2025-04-15 4323 2226 2097 2097 4 Dycom Industries Inc 2025-08-20 2025-09-17 1055 992 63 63 6 Dycom Industries Inc 2024-09-05 2025-05-14 1174 1047 127 127 44 Dycom Industries Inc 2024-08-06 2025-05-13 8525 7772 753 753 33 Dycom Industries Inc 2024-09-04 2025-05-13 6394 5648 746 746 34 Dycom Industries Inc 2024-09-05 2025-05-13 6588 5932 656 656 69 Dycom Industries Inc 2024-08-06 2025-01-16 13365 12189 1176 1176 26 Entergy Corp 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Class A 2020-06-09 2025-01-16 1011 1515 -504 -504 24 SBA Communications Corp New Class A 2021-01-14 2025-01-16 4853 6365 -1512 -1512 343 Sempra Common Stoc 2023-03-27 2025-05-13 26004 24808 1196 1196 68 Sempra Common Stoc 2023-06-29 2025-05-13 5155 4957 198 198 45 T Mobile US Inc 2020-06-08 2025-12-18 9053 4678 4375 4375 13 T Mobile US Inc 2020-06-08 2025-09-17 3110 1351 1759 1759 14 T Mobile US Inc 2020-06-08 2025-04-15 3740 1455 2285 2285 8 Talen Energy Corporation 2024-08-08 2025-09-17 3249 958 2291 2291 205 TXNM Energy Inc 2024-11-14 2025-11-12 11827 9435 2392 2392 210 TXNM Energy Inc 2024-01-02 2025-11-12 12116 8197 3919 3919 22 TXNM Energy Inc 2024-01-02 2025-09-17 1244 859 385 385 409 TXNM Energy Inc 2024-01-02 2025-05-19 23185 15965 7220 7220 36 Union Pacific Corp 2020-03-19 2025-08-05 8015 4302 3713 3713 45 Union Pacific Corp 2020-06-09 2025-08-05 10019 8076 1943 1943 25 Union Pacific Corp 2021-06-03 2025-08-05 5566 5587 -21 -21 35 Union Pacific Corp 2020-03-09 2025-07-18 7831 4968 2863 2863 5 Union Pacific Corp 2020-03-19 2025-07-18 1119 598 521 521 8 Union Pacific Corp 2020-03-09 2025-04-15 1783 1136 647 647 48 Williams Companies Inc 2025-08-05 2025-09-17 2812 2797 15 15 24 Xcel Energy Inc 2025-01-28 2025-09-17 1737 1608 129 129 10 Abbott Laboratories 2024-05-08 2025-09-17 1340 1054 286 286 4 Accenture PLC Ireland Shs Cl A 2024-05-08 2025-11-17 972 1248 -276 -276 4 Accenture PLC Ireland Shs Cl A 2024-05-08 2025-09-17 966 1248 -282 -282 193 ADT Inc 2025-04-29 2025-09-17 1680 1544 136 136 11 Alphabet Inc Class A 2024-05-08 2025-09-17 2726 1864 862 862 9 Apple Inc 2024-05-08 2025-09-17 2155 1640 515 515 10 Autodesk Inc 2024-05-08 2025-09-17 3205 2140 1065 1065 59 Axalta Coating Systems Ltd 2025-04-29 2025-10-16 1620 1881 -261 -261 47 Axalta Coating Systems Ltd 2025-04-29 2025-09-17 1456 1499 -43 -43 2 Blackrock Inc 2024-05-08 2025-09-17 2247 1555 692 692 7 Broadcom Inc 2024-05-08 2025-09-17 2416 910 1506 1506 10 Broadcom Inc 2024-05-08 2025-05-21 2328 1301 1027 1027 12 CBRE Group Inc Cl A 2024-05-08 2025-09-17 1976 1033 943 943 4 Cencora Inc 2024-05-08 2025-11-17 1458 905 553 553 6 Cencora Inc 2024-05-08 2025-09-17 1745 1358 387 387 7 Cencora Inc 2024-05-08 2025-07-17 2069 1584 485 485 7 Chubb Ltd 2024-05-08 2025-09-17 1909 1773 136 136 68 Comcast Corp Cl A 2024-05-08 2025-02-12 2385 2640 -255 -255 4 Corpay Inc 2024-05-08 2025-09-17 1243 1215 28 28 6 Darden Restaurants Inc 2025-02-12 2025-09-17 1264 1168 96 96 8 Dover Corporation 2024-05-08 2025-09-17 1385 1457 -72 -72 15 Eagle Materials Inc 2024-05-08 2025-04-29 3332 4011 -679 -679 19 Ebay Inc 2025-03-05 2025-09-17 1703 1255 448 448 26 Electronic Arts Inc 2024-05-08 2025-02-12 3434 3370 64 64 2 Emcor Group Inc 2024-05-08 2025-11-17 1249 751 498 498 4 Emcor Group Inc 2024-05-08 2025-09-17 2477 1502 975 975 12 F5 Inc 2024-05-08 2025-11-17 2796 2025 771 771 9 F5 Inc 2024-05-08 2025-09-17 2902 1519 1383 1383 17 Fiserv Inc 2024-05-08 2025-11-17 1078 2600 -1522 -1522 11 Fiserv Inc 2024-05-08 2025-09-17 1481 1682 -201 -201 10 Gartner Inc 2024-05-08 2025-08-21 2462 4376 -1914 -1914 7 General Dynamics Corp 2024-05-08 2025-09-17 2290 2057 233 233 72 H & R Block Inc 2024-10-30 2025-04-29 4359 4334 25 25 74 Hess Midstream LP Class A 2024-09-25 2025-10-16 2437 2529 -92 -92 45 Hess Midstream LP Class A 2024-09-25 2025-09-17 1775 1538 237 237 8 Home Depot Inc 2024-05-08 2025-03-05 3074 2716 358 358 19 Ingredion Inc 2025-05-21 2025-11-17 2043 2652 -609 -609 13 Ingredion Inc 2025-05-21 2025-09-17 1624 1814 -190 -190 1 Intuit Inc 2025-07-17 2025-09-17 662 754 -92 -92 8 Johnson & Johnson 2024-05-08 2025-09-17 1417 1195 222 222 7 Johnson Controls International PLC 2024-05-08 2025-11-17 831 450 381 381 18 Johnson Controls International PLC 2024-05-08 2025-09-17 1934 1156 778 778 18 Johnson Controls International PLC 2024-05-08 2025-07-17 1952 1156 796 796 8 Molina Healthcare Inc 2024-05-08 2025-07-17 1658 2796 -1138 -1138 14 Netapp Inc 2024-05-08 2025-09-17 1736 1511 225 225 2 Netflix Inc 2025-02-12 2025-09-17 2449 2049 400 400 60 O Reilly Automotive Inc 2024-05-08 2025-08-21 6196 4101 2095 2095 9 Primerica Inc 2024-05-08 2025-09-17 2435 1968 467 467 21 Procter & Gamble Co 2024-05-08 2025-07-17 3246 3483 -237 -237 7 Salesforce Inc 2024-09-25 2025-09-17 1686 1919 -233 -233 9 Synopsys Inc 2024-05-08 2025-06-10 4492 4919 -427 -427 19 Sysco Corp 2024-05-08 2025-09-17 1565 1447 118 118 13 T Mobile US Inc 2024-09-25 2025-11-17 2815 2644 171 171 9 T Mobile US Inc 2024-09-25 2025-09-17 2149 1831 318 318 7 Unitedhealth Group Inc 2024-05-08 2025-05-21 2140 3544 -1404 -1404 5 Universal Health Services Inc 2024-05-20 2025-11-17 1136 901 235 235 9 Universal Health Services Inc 2024-05-20 2025-09-17 1694 1622 72 72 10 Verisign Inc 2024-09-25 2025-09-17 2897 1826 1071 1071 6 Visa Inc Cl A 2024-05-08 2025-09-17 2060 1652 408 408 6 Wabtec Corp 2025-07-17 2025-09-17 1125 1271 -146 -146 3 Workday Inc Class A 2025-06-10 2025-09-17 703 763 -60 -60 12 Zoetis Inc Cl A 2024-05-08 2025-11-17 1439 1945 -506 -506 7 Zoetis Inc Cl A 2024-05-08 2025-09-17 1035 1134 -99 -99 Capital Gains Dividends P 79 79 79 568167 7814 0 7814 0 7814 4080 0 0 0 4080 0 3734 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A Patrick L O'Sullivan 2058034300 1820 28th Avenue South Suite A Birmingham AL 35209 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Patrick L O'Sullivan 1306 Roseland Drive Homewood AL 35209 Director 2.00 6000 0 0 Mary O Henderson 3704 Overbrook Circle Birmingham AL 35213 Director 1.00 1000 0 0 Alyce O Harris 2784 SW Rockhouse Road Madison AL 35756 Director 1.00 1000 0 0 Elizabeth H Hutchins P O Box 55727 Birmingham AL 35255 Director 1.00 0 0 0 James M Brooks 3615 8th Avenue South Birmingham AL 35222 Director 1.00 0 0 0 NONE 0 NONE 0 0 6200300 179841 0 6380141 0 0 6380141 95702 6284439 314222 314222 7814 7814 306408 0 306408 0 306408 307710 0 307710 306408 0 0 13317 19041 32358 307710 0 0 0 306408 1302 0 0 33660 0 0 0 0 0 0 0 33660 13317 19041 1302 Elizabeth H Hutchins 2311 Highland Avenue Birmingham AL 35205 2059305100 Applications should be in writing, should identify the applicant, should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code, should give the organization's tax exempt number, state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in, carrying out such purpose and should attach a financial statement for the applicant for the current and the preceeding two years. There are no submission deadlines, but applications are received from time to time and considered wh Donations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of Section 501(c)(3) of the Internal Revenue Code. Big Oak Ranch P O Box 507 Springville AL 35146 None PC Charitable 5000 EquipServices PO Box 51 Pelham AL 35124 None PC Charitable 5000 Essential Church 801 Beirne Huntsville AL 35801 None PC Charitable 25000 Greater Birmingham Humane Society 300 Snow Drive Birmingham AL 35209 None PC Charitable 5000 Holy Cross School 5500 Paris Avenue New Orleans LA 70122 None PC Charitable 5000 JH Ranch 402 Office Park Drive Ste 310 Birmingham AL 35223 None PC Charitable 5000 March of Dimes 450 Century Park South Suite 200-B Birmingham AL 35226 None PC Charitable 5000 Ripe for Harvest PO Box 6209 Colorado Springs CO 80962 None PC Charitable 5000 Sav-A-Life 1480 McGuire Road Birmingham AL 35216 None PC Charitable 20000 Score International 602 Belvoir Ave Chattanooga TN 37412 None PC Charitable 35000 Shriners Hospitals for Children 3551 North Broad Street Philadelphia PA 19140 None PC Charitable 5000 Sleep in Heavenly Peace PO Box 2905 Phoenix AZ 85062 None PC Charitable 30000 St Jude Children's Research Hospital Suite 700-262 Memphis TN 38105 None PC Charitable 15000 The A21 Campaign Inc 427 East 17th Street Suite 223 Costa Mesa CA 92627 None PC Charitable 30000 The Bell Center 1700 29th Ct S Birmingham AL 35209 None PC Charitable 5000 The Children's Hospital 1600 7th Avenue South Birmingham AL 35233 None PC Charitable 12000 The Exceptional Foundation 1616 Oxmoor Road Birmingham AL 35209 None PC Charitable 17000 The University of Alabama Box 870122 Tuscaloosa AL 354870122 None PC Charitable 10000 The V Foundation for Cancer Research 106 Towerview Court Cary NC 27513 None PC Charitable 1000 The Wellhouse PO Box 868 Odenville AL 35120 None PC Charitable 30000 UAB Comprehensive Cancer Center 1530 3rd Avenue South Birmingham AL 35294 None PC Charitable 10000 Way Media 3330 W Gov John Sevier Hwy Knoxville TN 37920 None PC Charitable 15000 295000 0 14 63553 18 568167 0 631720 0 631720 0 0 0 0 0 0 0 0 0 0 Accounting 5325 1331 3994 14 Abbott Laboratories 1476 1754 170 Abbvie Inc 16992 38843 166 Accenture PLC Ireland Shs Cl A 56641 44538 107 Adobe Inc 41697 37449 330 ADT Inc 2641 2663 334 Alliant Energy Corporation 20913 21713 187 Allstate Corp 24751 38924 430 Alphabet Inc Class A 37866 134590 129 Alphabet Inc Class A 16437 40377 17 Alphabet Inc Class A 2881 5321 483 Alphabet Inc Class C 41023 151565 449 Amazon.Com Inc 45666 103638 622 Amazon.Com Inc 91608 143570 11 Amazon.com Inc 2534 2539 342 Ameren Corp 32427 34152 126 American Express Company 14727 46614 107 American Tower Corporation REIT 22263 18786 180 Analog Devices Inc 44255 48816 625 Apple Inc 51396 169913 1077 Apple Inc 106584 292793 11 Apple Inc 2004 2990 34 Applovin Corporation Class A 11038 22910 138 Arista Networks Inc 17379 18082 169 Astrazeneca PLC 10784 15536 10 Autodesk Inc 2140 2960 10 Autozone Inc 20452 33915 32 Axon Enterprise Inc 5790 18174 387 Axsome Therapeutics Inc 39713 70682 58 Baker Hughes Company Class A 2577 2641 2 Blackrock Inc 1555 2141 330 Brightspring Health Services Inc 9302 12359 174 Broadcom Inc 9124 60221 393 Broadcom Inc 30354 136017 14 Broadcom Inc 1821 4845 139 Cadence Design Systems Inc 14900 43449 1463 Caesars Entertainment Inc 66223 34220 583 Cameco Corp 30923 53339 19 CBRE Group Inc Cl A 1636 3055 78 Celestica Inc 12032 23058 7 Cencora Inc Common Stock 1584 2364 947 Centerpoint Energy Inc 24756 36308 819 Centerpoint Energy Inc 26522 31400 111 Centrus Energy Corp Class A 10664 26946 26 Charles Schwab Corp New 2451 2598 10 Chubb Ltd 2533 3121 605 Cisco Systems Inc 32248 46603 103 Cloudflare Inc Class A 12045 20306 67 Coherent Corp 9297 12366 160 Constellation Energy Corporation 7563 56523 71 Coreweave Inc Class A 9502 5084 418 Corning Inc 37113 36600 6 Corpay Inc 1823 1806 39 Costco Wholesale Corp 18049 33631 46 Crowdstrike Holdings Inc Class A 19734 21563 463 Crown Castle Inc 44598 41147 21 Crown Holdings Inc 1941 2162 35 Cyberark Software 11302 15612 9 Darden Restaurants Inc 1751 1656 74 Datadog Inc Class A 13179 10063 19 Dell Technologies Inc Class C 2357 2392 255 Diamondback Energy Inc 38511 38334 141 Digital Realty Trust Inc 20766 21814 11 Dover Corporation 2004 2148 547 DT Midstream Inc 27205 65465 71 Dycom Industries Inc 17612 23991 32 Ebay Inc 2114 2787 109 Ecolab Inc 17872 28615 1795 Element Solutions Inc 42290 44857 50 Eli Lilly & Co 41520 53734 116 Eli Lilly & Co 19048 124663 4 Emcor Group Inc 1502 2447 508 Entergy Corp New 29808 46954 29 Epam Systems Inc 11373 5942 409 EQT Corporation 21810 21922 51 Equinix Inc 25577 39074 468 Exlservice Holdings Inc 15668 19862 279 Fiserv Inc 33841 18740 605 Gaming & Leisure Properties Inc 28815 27037 37 GE Vernova LLC 22146 24182 27 GE Vernova LLC 17649 17646 9 General Dynamics Corp 2645 3030 159 Gentex Corp 4330 3700 20 Gilead Sciences Inc 2518 2455 6 Hubbell Incorporated 2584 2665 382 Idacorp Inc 37952 48346 33 Intuit Inc 11918 21860 4 Intuit Inc 3015 2650 39 Intuitive Surgical Inc 18883 22088 12 Johnson & Johnson 1792 2483 246 Johnson Controls International PLC 20313 29459 23 Johnson Controls International PLC 1478 2754 133 JPMorgan Chase & Co 18268 42855 1338 Keurig Dr Pepper Inc 45666 37477 33 KLA Corporation 8600 40098 581 Kroger Co 26923 36301 335 Lam Research Corporation 33289 57345 182 Lowes Companies Inc 27259 43891 114 LPL Financial Holdings Inc 10663 40717 76 Mastercard Incorporated 23597 43387 102 Meta Platforms Inc Class A 28284 67329 182 Meta Platforms Inc Class A 59939 120136 327 Microsoft Corp 75218 158144 637 Microsoft Corp 145573 308066 9 Microsoft Corp 4545 4353 228 Morgan Stanley 13014 40477 4 Motorola Solutions Inc 1913 1533 476 MP Materials Corp Class A 24474 24048 22 Netapp Inc 2375 2356 430 Netflix Inc 20980 40317 10 Netflix Inc 1025 938 353 Nextera Energy Inc 16193 28339 393 Nextera Energy Inc 19397 31550 1326 Nisource Inc 33777 55374 161 Norfolk Southern Corp 36111 46484 1067 Nvidia Corp 9896 198996 1885 Nvidia Corp 52759 351553 194 O Reilly Automotive Inc 8549 17695 217 Oracle Corporation 45202 42295 158 Palantir Technologies Inc Class A 11256 28085 61 Parker Hannifin Corp 19748 53617 551 Paypal Holdings Inc 50136 32167 271 Philip Morris International Inc 27262 43468 954 PPL Corporation 31230 33409 13 Primerica Inc 2843 3359 15 Qualcomm Inc 2583 2566 37 Quanta Services Inc 10398 15616 115 Quanta Services Inc 24251 48537 53 Reddit Inc Class A 7578 12183 70 Regeneron Pharmaceuticals Inc 39117 54031 606 Restaurant Brands International Inc 41572 41347 64 Robinhood Markets Inc Class A 9296 7238 78 Roblox Corporation Class A 10354 6320 259 RTX Corporation 20918 47501 9 Salesforce Inc 2467 2384 423 Sempra 39196 37347 235 Servicenow Inc 46402 36000 115 ServiceNow Inc 9534 17617 77 Shopify Inc Cl A 13425 12395 1088 SLB Limited 37590 41757 65 Snowflake Inc 14610 14258 27 Spotify Technology S A 12972 15679 100 Stryker Corp 17866 35147 64 Stryker Corp 12390 22494 29 Sysco Corp 2209 2137 163 T Mobile US Inc 39242 33096 279 T Mobile US Inc 45525 56648 58 Take Two Interactive Software Inc 13284 14850 155 Talen Energy Corporation 18558 58100 165 Tesla Inc 61390 74204 80 Thermo Fisher Scientific Inc 42269 46356 2287 TIC Solutions Inc 24255 23122 18 Transdigm Group Incorporated 7843 23937 467 Uber Technologies Inc 21600 38159 268 Uber Technologies Inc 25229 21898 17 United Rentals Inc 5558 13758 12 Universal Health Services Inc Cl B 2162 2616 14 Verisign Inc 2557 3401 80 Versik Analytics Inc 11106 17895 241 Vertiv Holdings LLC Class A 5092 39044 61 Vertiv Holdings LLC Class A 7826 9883 116 Visa Inc Cl A 24828 40682 155 Visa Inc Cl A 25183 54360 8 Visa Inc Cl A 2202 2806 127 Vistra Corp 24114 20489 17 Wabtec Corp 3601 3629 316 Walt Disney Co 37977 35951 326 Wec Energy Group Inc 34371 34380 478 Wells Fargo & Co 19951 44550 918 Williams Companies Inc 53572 55181 15 Workday Inc 3815 3222 460 Xcel Energy Inc 30813 33976 41 Zscaler Inc 11807 9222 Legal 3524 881 2643 Investment fees 65269 65269 0 Postage 73 0 73 Foreign income taxes 80 80 0