 CORNING INCGLW |
| 4.46% | 4.62% | $187.3M | 1.4M | $187.3M | 1.4M | 00.00% | Unchanged |
 PALO ALTOPANW |
| 4.26% | 2.07% | $178.8M | 524,331 | $84.1M | 524,331 | 00.00% | Unchanged |
| AATI INCATI |
| 3.61% | 3.74% | $151.7M | 1.0M | $151.7M | 1.0M | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 3.58% | 3.71% | $150.4M | 172,293 | $150.4M | 172,293 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 3% | 3.11% | $126.2M | 497,258 | $126.2M | 497,258 | 00.00% | Unchanged |
 TELEDYNE TECHNOLOGIES INCTDY |
| 2.67% | 2.76% | $112.1M | 185,332 | $112.1M | 185,332 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.53% | 2.62% | $106.4M | 609,815 | $106.4M | 609,815 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 2.51% | 2.6% | $105.4M | 114,646 | $105.4M | 114,646 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 2.3% | 2.38% | $96.7M | 319,754 | $96.7M | 319,754 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.26% | 2.34% | $95.2M | 95,494 | $95.2M | 95,494 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 2.14% | 2.21% | $89.8M | 100,295 | $89.8M | 100,295 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 2.12% | 2.2% | $89.2M | 459,387 | $89.2M | 459,387 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 1.99% | 2.06% | $83.4M | 180,975 | $83.4M | 180,975 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.93% | 2% | $81.0M | 275,470 | $81.0M | 275,470 | 00.00% | Unchanged |
 DEERE & CODE |
| 1.92% | 1.99% | $80.8M | 143,367 | $80.8M | 143,367 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.88% | 1.94% | $78.9M | 820,550 | $78.9M | 820,550 | 00.00% | Unchanged |
 MOTOROLA SOLUTIONS INCMSI |
| 1.86% | 1.93% | $78.2M | 180,185 | $78.2M | 180,185 | 00.00% | Unchanged |
 WHEATON PRECIOUS METALS CORPWPM |
| 1.84% | 1.91% | $77.4M | 591,030 | $77.4M | 591,030 | 00.00% | Unchanged |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.83% | 1.89% | $76.8M | 1.0M | $76.8M | 1.0M | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 1.81% | 1.87% | $75.9M | 313,033 | $75.9M | 313,033 | 00.00% | Unchanged |
 EATON CORP PLCETN |
| 1.74% | 1.8% | $73.1M | 204,380 | $73.1M | 204,380 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 1.73% | 1.79% | $72.7M | 196,513 | $72.7M | 196,513 | 00.00% | Unchanged |
 SCHWAB CHARLES CORPSCHW |
| 1.66% | 1.72% | $69.6M | 740,788 | $69.6M | 740,788 | 00.00% | Unchanged |
| MMASTEC INCMTZ |
| 1.65% | 1.71% | $69.3M | 215,465 | $69.3M | 215,465 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 1.63% | 1.69% | $68.6M | 208,569 | $68.6M | 208,569 | 00.00% | Unchanged |
 WELLTOWER INC COMWELL |
| 1.63% | 1.69% | $68.4M | 345,956 | $68.4M | 345,956 | 00.00% | Unchanged |
| VVIAVI SOLUTIONS INCVIAV |
| 1.58% | 1.64% | $66.6M | 2.0M | $66.6M | 2.0M | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 1.57% | 1.62% | $65.9M | 229,640 | $65.9M | 229,640 | 00.00% | Unchanged |
| RROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHSRYCEY |
| 1.55% | 1.61% | $65.2M | 4.2M | $65.2M | 4.2M | 00.00% | Unchanged |
 ELANCO ANIMAL HEALTH INCELAN |
| 1.51% | 1.56% | $63.3M | 2.6M | $63.3M | 2.6M | 00.00% | Unchanged |
 VISA INCV |
| 1.51% | 1.56% | $63.3M | 209,327 | $63.3M | 209,327 | 00.00% | Unchanged |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.5% | 1.55% | $63.1M | 160,000 | $63.1M | 160,000 | 00.00% | Unchanged |
 CAMECO CORPCCJ |
| 1.48% | 1.53% | $62.1M | 571,975 | $62.1M | 571,975 | 00.00% | Unchanged |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.44% | 1.49% | $60.5M | 135,399 | $60.5M | 135,399 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 1.41% | 1.46% | $59.4M | 44,980 | $59.4M | 44,980 | 00.00% | Unchanged |
| HHAWKINS INCHWKN |
| 1.39% | 1.44% | $58.4M | 380,520 | $58.4M | 380,520 | 00.00% | Unchanged |
 BOEING COBA |
| 1.35% | 1.4% | $56.9M | 285,670 | $56.9M | 285,670 | 00.00% | Unchanged |
 BLACKSTONE INCBX |
| 1.3% | 1.34% | $54.4M | 473,338 | $54.4M | 473,338 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.27% | 1.31% | $53.1M | 367,943 | $53.1M | 367,943 | 00.00% | Unchanged |
| FFABRINETFN |
| 1.23% | 1.27% | $51.5M | 98,715 | $51.5M | 98,715 | 00.00% | Unchanged |
 ITT INCITT |
| 1.21% | 1.25% | $50.6M | 265,710 | $50.6M | 265,710 | 00.00% | Unchanged |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.2% | 1.24% | $50.4M | 85,000 | $50.4M | 85,000 | 00.00% | Unchanged |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1.09% | 1.13% | $46.0M | 220,000 | $46.0M | 220,000 | 00.00% | Unchanged |
| MMITSUBISHI ELEC CORP FSPONSORED ADR 1 ADR REPS 2 ORD SHSMIELY |
| 1.03% | 1.07% | $43.5M | 670,000 | $43.5M | 670,000 | 00.00% | Unchanged |
 OSHKOSH CORPOSK |
| 0.97% | 1.01% | $40.8M | 277,380 | $40.8M | 277,380 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 0.95% | 0.98% | $39.9M | 325,000 | $39.9M | 325,000 | 00.00% | Unchanged |
 EQUINIX INCEQIX |
| 0.93% | 0.97% | $39.2M | 40,000 | $39.2M | 40,000 | 00.00% | Unchanged |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.93% | 0.96% | $39.0M | 600,000 | $39.0M | 600,000 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.92% | 0.95% | $38.5M | 1.0M | $38.5M | 1.0M | 00.00% | Unchanged |
| PPROLOGIS INC. COMPLD |
| 0.91% | 0.94% | $38.2M | 289,130 | $38.2M | 289,130 | 00.00% | Unchanged |
