 SYSCO CORP COMSYY |
| 14.83% | 14.49% | $183.6M | 2.2M | $156.7M | 2.2M | -55-0.00% | Reduce |
 APPLE INCAAPL |
| 6.53% | 6.57% | $80.8M | 279,302 | $71.0M | 279,764 | -462-0.17% | Reduce |
 APPLIED MATLS INCAMAT |
| 5.03% | 2.73% | $62.2M | 86,058 | $29.5M | 86,274 | -216-0.25% | Reduce |
 ALPHABET INCGOOGL |
| 4.17% | 3.84% | $51.7M | 144,545 | $41.5M | 144,261 | +284+0.20% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.86% | 4.2% | $47.8M | 95,578 | $45.5M | 94,853 | +725+0.76% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.78% | 3.85% | $46.8M | 62,666 | $41.6M | 64,026 | -1,360-2.12% | Reduce |
 MICROSOFT CORPMSFT |
| 2.86% | 3.11% | $35.3M | 94,738 | $33.6M | 90,880 | +3,858+4.25% | Add |
| IISHARES COREIJH |
| 2.16% | 2.11% | $26.8M | 347,451 | $22.9M | 338,567 | +8,884+2.62% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 2.13% | 2.07% | $26.3M | 53,549 | $22.3M | 53,588 | -39-0.07% | Reduce |
| QQUALCOMM INCQCOM |
| 2.07% | 1.64% | $25.6M | 138,358 | $17.8M | 138,016 | +342+0.25% | Add |
 EATON CORP PLCETN |
| 1.8% | 1.74% | $22.3M | 52,420 | $18.8M | 52,537 | -117-0.22% | Reduce |
 CISCO SYS INCCSCO |
| 1.77% | 1.5% | $21.9M | 186,070 | $16.2M | 208,831 | -22,761-10.90% | Reduce |
 WALMART INCWMT |
| 1.74% | 2.18% | $21.5M | 189,779 | $23.6M | 190,068 | -289-0.15% | Reduce |
 CARDINAL HEALTH INCCAH |
| 1.62% | 1.66% | $20.1M | 84,400 | $18.0M | 85,056 | -656-0.77% | Reduce |
 NUCOR CORPNUE |
| 1.46% | 1.28% | $18.1M | 81,156 | $13.8M | 81,546 | -390-0.48% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.38% | 1.5% | $17.1M | 67,346 | $16.3M | 66,544 | +802+1.21% | Add |
 UNION PAC CORPUNP |
| 1.31% | 1.33% | $16.2M | 59,415 | $14.4M | 59,282 | +133+0.22% | Add |
 CHEVRON CORPORATIONCVX |
| 1.3% | 1.85% | $16.0M | 96,818 | $20.0M | 96,557 | +261+0.27% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.27% | 1.39% | $15.7M | 21 | $15.1M | 21 | 00.00% | Unchanged |
| IINVESCO QQQ TRVOO |
| 1.25% | 1.13% | $15.5M | 20,992 | $12.3M | 21,241 | -249-1.17% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.14% | 1.26% | $14.1M | 74,054 | $13.6M | 71,651 | +2,403+3.35% | Add |
 HORMEL FOODS CORPHRL |
| 1.11% | 1.16% | $13.7M | 552,191 | $12.5M | 552,583 | -392-0.07% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.09% | 1.12% | $13.5M | 41,129 | $12.1M | 41,041 | +88+0.21% | Add |
 MERCK & CO INCMRK |
| 1.08% | 1.16% | $13.4M | 104,140 | $12.5M | 104,203 | -63-0.06% | Reduce |
 AMAZON COM INCAMZN |
| 0.95% | 0.92% | $11.7M | 49,172 | $10.0M | 47,932 | +1,240+2.59% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.87% | 1.05% | $10.8M | 25,968 | $11.4M | 26,180 | -212-0.81% | Reduce |
 GENERAC HLDGS INCGNRC |
| 0.87% | 0.67% | $10.8M | 36,825 | $7.2M | 36,855 | -30-0.08% | Reduce |
 INTEL CORPINTC |
| 0.84% | 0.3% | $10.3M | 74,022 | $3.2M | 73,382 | +640+0.87% | Add |
 PEPSICO INCPEP |
| 0.77% | 1% | $9.5M | 70,062 | $10.8M | 69,431 | +631+0.91% | Add |
 FEDEX CORPFDX |
| 0.75% | 0.99% | $9.3M | 29,827 | $10.7M | 29,970 | -143-0.48% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.74% | 0.75% | $9.2M | 93,448 | $8.1M | 88,177 | +5,271+5.98% | Add |
 EOG RES INCEOG |
| 0.74% | 0.95% | $9.2M | 70,669 | $10.3M | 70,914 | -245-0.35% | Reduce |
 DOMINOS PIZZA INCDPZ |
| 0.73% | 0.99% | $9.0M | 30,390 | $10.7M | 29,835 | +555+1.86% | Add |
 ELI LILLY & COLLY |
| 0.67% | 0.59% | $8.3M | 6,923 | $6.4M | 6,933 | -10-0.14% | Reduce |
 LOWES COS INC COMLOW |
| 0.64% | 0.78% | $7.9M | 35,811 | $8.5M | 35,846 | -35-0.10% | Reduce |
 US BANCORPUSB |
| 0.61% | 0.59% | $7.5M | 124,255 | $6.4M | 123,526 | +729+0.59% | Add |
 DONALDSON INCDCI |
| 0.59% | 0.64% | $7.3M | 81,307 | $6.9M | 81,512 | -205-0.25% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.58% | 0.82% | $7.2M | 52,505 | $8.9M | 52,432 | +73+0.14% | Add |
 CONOCOPHILLIPSCOP |
| 0.57% | 0.83% | $7.1M | 67,892 | $9.0M | 67,999 | -107-0.16% | Reduce |
 VISA INCV |
| 0.54% | 0.53% | $6.6M | 19,377 | $5.7M | 18,939 | +438+2.31% | Add |
 COCA COLA COKO |
| 0.49% | 0.51% | $6.1M | 74,583 | $5.5M | 72,600 | +1,983+2.73% | Add |
 MEDTRONIC PLCMDT |
| 0.48% | 0.56% | $5.9M | 75,647 | $6.0M | 69,352 | +6,295+9.08% | Add |
 COLGATE PALMOLIVE COCL |
| 0.46% | 0.48% | $5.7M | 61,912 | $5.2M | 60,532 | +1,380+2.28% | Add |
 EMERSON ELEC COEMR |
| 0.46% | 0.48% | $5.7M | 39,584 | $5.2M | 39,616 | -32-0.08% | Reduce |
 CLOROX CO DELCLX |
| 0.45% | 0.5% | $5.6M | 58,263 | $5.5M | 52,648 | +5,615+10.67% | Add |
 AMPHENOL CORPAPH |
| 0.44% | 0.23% | $5.4M | 30,577 | $2.5M | 19,970 | +10,607+53.11% | Add |
| LLAMB WESTON HLDGS INCLW |
| 0.43% | 0.48% | $5.3M | 123,873 | $5.1M | 121,566 | +2,307+1.90% | Add |
| AAVANTIS U SAVUV |
| 0.43% | 0.41% | $5.3M | 42,827 | $4.5M | 40,470 | +2,357+5.82% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.41% | 0.41% | $5.1M | 25,535 | $4.4M | 25,332 | +203+0.80% | Add |
 STRYKER CORPORATIONSYK |
| 0.4% | 0.48% | $4.9M | 15,650 | $5.1M | 15,653 | -3-0.02% | Reduce |
