 UNITEDHEALTH GROUP INCUNH |
| 3.89% | 1.67% | $21.8M | 52,435 | $9.5M | 34,927 | +17,508+50.13% | Add |
 PHILIP MORRIS INTL INCPM |
| 2.98% | 2.82% | $16.7M | 92,278 | $15.9M | 96,456 | -4,178-4.33% | Reduce |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 2.85% | 2.33% | $15.9M | 258,128 | $13.1M | 224,796 | +33,332+14.83% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.74% | 1.91% | $15.3M | 60,314 | $10.8M | 44,200 | +16,114+36.46% | Add |
| MMPLX LPFFUT |
| 2.68% | 2.34% | $15.0M | 266,131 | $13.2M | 231,535 | +34,596+14.94% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 2.5% | 2.55% | $14.0M | 329,840 | $14.4M | 286,967 | +42,873+14.94% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.42% | 1.72% | $13.5M | 67,616 | $9.7M | 55,802 | +11,814+21.17% | Add |
| NNEXTERA ENERGY INCNEE |
| 2.25% | 2.06% | $12.6M | 143,750 | $11.6M | 125,057 | +18,693+14.95% | Add |
 CHEVRON CORPORATIONCVX |
| 2.22% | 3.14% | $12.4M | 74,951 | $17.7M | 85,718 | -10,767-12.56% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 2.21% | 1.74% | $12.4M | 114,909 | $9.8M | 99,936 | +14,973+14.98% | Add |
 ABBVIE INCABBV |
| 2.15% | 1.59% | $12.1M | 47,900 | $9.0M | 41,153 | +6,747+16.39% | Add |
 ASML HLDG NVASML |
| 2.12% | 1.45% | $11.9M | 5,976 | $8.2M | 6,218 | -242-3.89% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.07% | 1.66% | $11.6M | 24,250 | $9.4M | 27,767 | -3,517-12.67% | Reduce |
 HOME DEPOT INCHD |
| 1.95% | 1.07% | $10.9M | 30,950 | $6.0M | 18,290 | +12,660+69.22% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.71% | 1.42% | $9.6M | 70,152 | $8.0M | 61,038 | +9,114+14.93% | Add |
 HERSHEY CO COMHSY |
| 1.54% | 1.57% | $8.6M | 49,051 | $8.9M | 42,634 | +6,417+15.05% | Add |
 ENBRIDGE INCENB |
| 1.53% | 1.32% | $8.6M | 157,958 | $7.4M | 137,405 | +20,553+14.96% | Add |
 CME GROUP INCCME |
| 1.5% | 1.73% | $8.4M | 38,039 | $9.8M | 33,110 | +4,929+14.89% | Add |
 APPLE INCAAPL |
| 1.49% | 1.07% | $8.4M | 28,896 | $6.1M | 23,852 | +5,044+21.15% | Add |
| AAlphabet Inc Class CGOOG |
| 1.49% | 1.27% | $8.3M | 23,529 | $7.2M | 24,970 | -1,441-5.77% | Reduce |
 RTX CORPORATIONRTX |
| 1.47% | — | $8.2M | 43,234 | $0 | 0 | +43,234 | New Buy |
| CCIGNA GROUPLIBD |
| 1.46% | 1.22% | $8.2M | 29,614 | $6.9M | 25,801 | +3,813+14.78% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.35% | 0.69% | $7.6M | 7,487 | $3.9M | 4,624 | +2,863+61.92% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 1.34% | 1.16% | $7.5M | 100,526 | $6.6M | 87,413 | +13,113+15.00% | Add |
 AMAZON COM INCAMZN |
| 1.28% | 0.99% | $7.1M | 29,967 | $5.6M | 26,834 | +3,133+11.68% | Add |
 PEPSICO INCPEP |
| 1.21% | 1.2% | $6.8M | 50,070 | $6.8M | 43,560 | +6,510+14.94% | Add |
 ATMOS ENERGY CORPATO |
| 1.18% | 1.09% | $6.6M | 38,335 | $6.2M | 33,313 | +5,022+15.08% | Add |
 BROOKFIELD INFRASTRUCTURE COBIPC |
| 1.18% | 1.04% | $6.6M | 170,826 | $5.9M | 148,599 | +22,227+14.96% | Add |
 UNION PAC CORPUNP |
| 1.15% | — | $6.4M | 23,620 | $0 | 0 | +23,620 | New Buy |
 ALTRIA GROUP INCMO |
| 1.12% | 0.89% | $6.3M | 87,116 | $5.0M | 75,770 | +11,346+14.97% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.03% | 1.13% | $5.7M | 11,171 | $6.4M | 12,714 | -1,543-12.14% | Reduce |
 GSK PLC SPONSORED ADRGSK |
| 1.02% | 1.13% | $5.7M | 108,899 | $6.4M | 115,322 | -6,423-5.57% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.99% | 0.28% | $5.5M | 4,804 | $1.6M | 4,686 | +118+2.52% | Add |
 MICROSOFT CORPMSFT |
| 0.97% | 1.18% | $5.4M | 14,555 | $6.7M | 18,038 | -3,483-19.31% | Reduce |
| SSANOFI SA SPONSORED ADRSNY |
| 0.96% | — | $5.4M | 125,869 | $0 | 0 | +125,869 | New Buy |
 BROADCOM INCAVGO |
| 0.94% | 0.63% | $5.3M | 13,989 | $3.6M | 11,532 | +2,457+21.31% | Add |
 ABBOTT LABORATORIESABT |
| 0.93% | — | $5.2M | 57,508 | $0 | 0 | +57,508 | New Buy |
| PPETROLEO BRASILEIRO S APBR |
| 0.93% | 1.22% | $5.2M | 320,874 | $6.9M | 332,600 | -11,726-3.53% | Reduce |
| RRIO TINTO PLCBBP |
| 0.89% | 0.76% | $5.0M | 52,736 | $4.3M | 46,041 | +6,695+14.54% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.88% | 0.89% | $4.9M | 63,599 | $5.1M | 55,539 | +8,060+14.51% | Add |
 TEXAS INSTRS INCTXN |
| 0.88% | — | $4.9M | 16,493 | $0 | 0 | +16,493 | New Buy |
 PROCTER & GAMBLE COPG |
| 0.88% | 0.96% | $4.9M | 33,454 | $5.4M | 37,592 | -4,138-11.01% | Reduce |
 FERROVIAL NV ORD SHSFER |
| 0.83% | 0.97% | $4.7M | 68,046 | $5.4M | 83,773 | -15,727-18.77% | Reduce |
 ALPHABET INCGOOGL |
| 0.83% | 0.54% | $4.6M | 12,961 | $3.1M | 10,686 | +2,275+21.29% | Add |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 0.82% | 0.61% | $4.6M | 48,065 | $3.5M | 41,955 | +6,110+14.56% | Add |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 0.78% | 0.66% | $4.4M | 167,984 | $3.7M | 146,664 | +21,320+14.54% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.75% | 1.1% | $4.2M | 131,076 | $6.2M | 184,905 | -53,829-29.11% | Reduce |
 ELI LILLY & COLLY |
| 0.75% | 1.18% | $4.2M | 3,480 | $6.6M | 7,230 | -3,750-51.87% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.73% | 0.91% | $4.1M | 2,422 | $5.1M | 2,975 | -553-18.59% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.72% | 0.92% | $4.0M | 8,720 | $5.2M | 10,700 | -1,980-18.50% | Reduce |
