 APPLE INCAAPL |
| 16.65% | 15.8% | $219.9M | 759,846 | $194.0M | 764,418 | -4,572-0.60% | Reduce |
 ALPHABET INCGOOGL |
| 7.27% | 6.35% | $96.0M | 268,494 | $78.0M | 271,081 | -2,587-0.95% | Reduce |
| AAlphabet Inc Class CGOOG |
| 7.21% | 6.35% | $95.2M | 269,380 | $78.0M | 271,918 | -2,538-0.93% | Reduce |
 AMAZON COM INCAMZN |
| 6.62% | 6.28% | $87.4M | 366,840 | $77.1M | 370,141 | -3,301-0.89% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 4.61% | 5.33% | $60.9M | 65,082 | $65.4M | 65,652 | -570-0.87% | Reduce |
| TTERADYNE INCTER |
| 3.59% | 2.39% | $47.4M | 97,979 | $29.3M | 98,955 | -976-0.99% | Reduce |
 LINDE PLCLIN |
| 3.25% | 3.36% | $42.9M | 82,747 | $41.3M | 83,212 | -465-0.56% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 2.9% | 2.78% | $38.3M | 103,367 | $34.1M | 104,281 | -914-0.88% | Reduce |
 CUMMINS INCCMI |
| 2.81% | 2.3% | $37.1M | 52,083 | $28.3M | 52,509 | -426-0.81% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 2.79% | 3.18% | $36.9M | 420,166 | $39.1M | 420,530 | -364-0.09% | Reduce |
 BLACKROCK INC COMBLK |
| 2.7% | 2.92% | $35.7M | 37,096 | $35.8M | 37,262 | -166-0.45% | Reduce |
 CVS HEALTH CORPCVS |
| 2.23% | 1.67% | $29.5M | 285,129 | $20.6M | 286,145 | -1,016-0.36% | Reduce |
 D R HORTON INCDHI |
| 2.18% | 1.99% | $28.8M | 176,617 | $24.4M | 177,701 | -1,084-0.61% | Reduce |
 TJX COS INC NEWTJX |
| 2.15% | 2.46% | $28.4M | 187,502 | $30.2M | 188,948 | -1,446-0.77% | Reduce |
 SALESFORCE INCCRM |
| 2.13% | 2.76% | $28.2M | 179,899 | $33.8M | 181,327 | -1,428-0.79% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 2.09% | 2.68% | $27.7M | 54,292 | $32.9M | 54,430 | -138-0.25% | Reduce |
 RTX CORPORATIONRTX |
| 1.91% | 2.1% | $25.2M | 132,879 | $25.8M | 133,584 | -705-0.53% | Reduce |
 CME GROUP INCCME |
| 1.88% | 2.71% | $24.8M | 112,320 | $33.3M | 112,707 | -387-0.34% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.64% | 1.17% | $21.6M | 22,412 | $14.4M | 36,741 | -14,329-39.00% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.6% | 1.69% | $21.1M | 143,741 | $20.8M | 143,691 | +50+0.03% | Add |
 CANADIAN NATL RY COCNI |
| 1.54% | 1.44% | $20.3M | 170,467 | $17.6M | 171,628 | -1,161-0.68% | Reduce |
 PEPSICO INCPEP |
| 1.34% | 1.64% | $17.7M | 130,356 | $20.2M | 129,910 | +446+0.34% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.21% | 1.29% | $16.0M | 32,004 | $15.9M | 32,317 | -313-0.97% | Reduce |
 DISNEY WALT CODIS |
| 1.12% | 1.21% | $14.8M | 153,267 | $14.9M | 154,797 | -1,530-0.99% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.12% | 1.92% | $14.7M | 118,419 | $23.5M | 118,660 | -241-0.20% | Reduce |
 NIKE INCNKE |
| 0.92% | 1.28% | $12.2M | 296,085 | $15.7M | 296,945 | -860-0.29% | Reduce |
 ASML HLDG NVASML |
| 0.83% | 0.6% | $11.0M | 5,532 | $7.4M | 5,588 | -56-1.00% | Reduce |
 CARRIER GLOBALCARR |
| 0.79% | 0.65% | $10.4M | 141,815 | $8.0M | 142,382 | -567-0.40% | Reduce |
 WELLTOWER INC COMWELL |
| 0.75% | 0.69% | $9.8M | 43,385 | $8.5M | 43,064 | +321+0.75% | Add |
 ZOETIS INC CL AZTS |
| 0.73% | 1.3% | $9.7M | 134,597 | $16.0M | 135,126 | -529-0.39% | Reduce |
 MICROSOFT CORPMSFT |
| 0.73% | 0.77% | $9.6M | 25,705 | $9.4M | 25,502 | +203+0.80% | Add |
 DEERE & CODE |
| 0.68% | 0.65% | $9.0M | 14,224 | $7.9M | 14,111 | +113+0.80% | Add |
 BOEING COBA |
| 0.68% | 0.68% | $9.0M | 41,670 | $8.4M | 42,126 | -456-1.08% | Reduce |
 WALMART INCWMT |
| 0.62% | 0.72% | $8.2M | 71,988 | $8.9M | 71,266 | +722+1.01% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.62% | 0.68% | $8.1M | 64,368 | $8.3M | 63,572 | +796+1.25% | Add |
 AMGEN INC COMAMGN |
| 0.57% | 0.59% | $7.5M | 20,620 | $7.3M | 20,755 | -135-0.65% | Reduce |
 EATON CORP PLCETN |
| 0.52% | 0.47% | $6.9M | 16,197 | $5.8M | 16,077 | +120+0.75% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.46% | 0.43% | $6.1M | 21,778 | $5.2M | 21,537 | +241+1.12% | Add |
 CORTEVA INC COMCTVA |
| 0.46% | 0.5% | $6.1M | 72,214 | $6.1M | 72,778 | -564-0.77% | Reduce |
 WASTE MGMT INC DELWM |
| 0.46% | 0.51% | $6.1M | 27,397 | $6.2M | 27,172 | +225+0.83% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.45% | 0.35% | $6.0M | 36,793 | $4.3M | 37,176 | -383-1.03% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.45% | 0.57% | $6.0M | 244,699 | $7.0M | 244,801 | -102-0.04% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.45% | 0.44% | $6.0M | 33,055 | $5.4M | 32,539 | +516+1.59% | Add |
 OTIS WORLDWIDEOTIS |
| 0.4% | 0.46% | $5.2M | 73,090 | $5.6M | 73,205 | -115-0.16% | Reduce |
 UNION PAC CORPUNP |
| 0.39% | 0.37% | $5.2M | 18,971 | $4.6M | 18,794 | +177+0.94% | Add |
 EMERSON ELEC COEMR |
| 0.37% | 0.36% | $4.8M | 33,744 | $4.4M | 33,438 | +306+0.92% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.35% | 0.34% | $4.7M | 20,804 | $4.2M | 20,560 | +244+1.19% | Add |
 HOME DEPOT INCHD |
| 0.33% | 0.33% | $4.4M | 12,535 | $4.1M | 12,400 | +135+1.09% | Add |
 MERCK & CO INCMRK |
| 0.26% | 0.26% | $3.4M | 26,382 | $3.1M | 26,092 | +290+1.11% | Add |
 DUPONT DE NEMOURS INCDD |
| 0.25% | 0.28% | $3.4M | 24,807 | $3.4M | 75,105 | -50,298-66.97% | Reduce |
