| AAlphabet Inc Class CGOOG |
| 4.31% | 3.6% | $2.59B | 7.3M | $2.12B | 7.4M | -88,396-1.19% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 3.49% | 3.18% | $2.09B | 13.8M | $1.88B | 11.9M | +1.9M+15.82% | Add |
 META PLATFORMS INCMETA |
| 3.02% | 3.1% | $1.81B | 3.2M | $1.83B | 3.2M | +24,255+0.76% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.99% | 2.24% | $1.79B | 3.7M | $1.32B | 3.9M | -156,540-4.01% | Reduce |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 2.78% | 2.43% | $1.66B | 13.0M | $1.43B | 12.9M | +106,023+0.82% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 2.7% | 2.05% | $1.62B | 4.2M | $1.21B | 4.1M | +55,905+1.35% | Add |
 WHEATON PRECIOUS METALS CORPWPM |
| 2.66% | 3.14% | $1.60B | 14.2M | $1.85B | 14.2M | +58,636+0.41% | Add |
| IIMPERIAL OIL LTDIMO |
| 2.54% | 3.1% | $1.52B | 13.6M | $1.83B | 14.0M | -381,608-2.73% | Reduce |
 SLB LIMITEDSLB |
| 2.24% | 2.47% | $1.34B | 28.9M | $1.46B | 28.4M | +537,566+1.89% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 2.24% | 1.98% | $1.34B | 9.3M | $1.17B | 9.9M | -601,162-6.09% | Reduce |
 HCA HEALTHCARE INCHCA |
| 2.14% | 2.61% | $1.28B | 3.3M | $1.54B | 3.3M | +40,995+1.26% | Add |
 ORACLE CORPORCL |
| 2.08% | 2.1% | $1.25B | 8.5M | $1.24B | 8.4M | +81,700+0.97% | Add |
 WEYERHAEUSER COWY |
| 2.04% | 1.92% | $1.23B | 51.2M | $1.13B | 46.3M | +4.9M+10.55% | Add |
| WWILLIS TOWERS WATSON PLC LTDWTW |
| 1.95% | 2.14% | $1.17B | 4.5M | $1.26B | 4.3M | +136,499+3.15% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.93% | 0.98% | $1.16B | 5.2M | $579.0M | 2.8M | +2.3M+81.56% | Add |
 SALESFORCE INCCRM |
| 1.91% | 1.94% | $1.14B | 7.3M | $1.14B | 6.1M | +1.2M+19.14% | Add |
 FRANCO NEV CORPFNV |
| 1.83% | 2.21% | $1.10B | 5.3M | $1.31B | 5.3M | -1,220-0.02% | Reduce |
| AAMBEV SAABEV |
| 1.83% | 1.72% | $1.10B | 349.3M | $1.01B | 347.0M | +2.3M+0.67% | Add |
 NEWMONT CORPNEM |
| 1.8% | 2.21% | $1.08B | 11.6M | $1.30B | 12.0M | -452,042-3.76% | Reduce |
 WORKDAY INCWDAY |
| 1.8% | 1.68% | $1.08B | 8.8M | $988.5M | 7.6M | +1.2M+15.98% | Add |
 MEDTRONIC PLCMDT |
| 1.8% | 1.48% | $1.08B | 13.8M | $870.4M | 10.0M | +3.7M+37.23% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.79% | 1.65% | $1.07B | 5.9M | $974.3M | 5.9M | +33,010+0.56% | Add |
 ONEOK INC NEWOKE |
| 1.72% | 1.79% | $1.03B | 11.8M | $1.06B | 11.7M | +155,652+1.33% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 1.56% | 1.84% | $937.1M | 38.2M | $1.08B | 37.8M | +392,348+1.04% | Add |
| SSPDR GOLD TRGLD |
| 1.53% | 1.79% | $917.9M | 2.5M | $1.06B | 2.5M | +35,882+1.46% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.46% | — | $876.3M | 4.9M | $0 | 0 | +4.9M | New Buy |
 AGNICO EAGLE MINES LTDAEM |
| 1.35% | 1.79% | $806.0M | 5.2M | $1.05B | 5.2M | -419-0.01% | Reduce |
 PPG INDS INCPPG |
| 1.32% | 1.17% | $789.6M | 6.5M | $687.8M | 6.4M | +74,748+1.16% | Add |
| BBIO RAD LABS INCBIO |
| 1.28% | 1.23% | $765.2M | 2.6M | $725.5M | 2.6M | +3,447+0.13% | Add |
 BROWN & BROWN INC COMBRO |
| 1.26% | 0.98% | $752.3M | 11.7M | $575.4M | 8.8M | +2.9M+32.92% | Add |
 COLGATE PALMOLIVE COCL |
| 1.26% | 1.17% | $752.3M | 8.2M | $691.8M | 8.1M | +88,917+1.10% | Add |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.24% | 1.15% | $745.4M | 9.4M | $675.8M | 9.3M | +95,028+1.02% | Add |
| BBARRICK MNG CORPGOLD |
| 1.22% | 1.42% | $731.6M | 19.9M | $839.1M | 20.6M | -652,934-3.17% | Reduce |
 MICROSOFT CORPMSFT |
| 1.21% | 0.83% | $723.7M | 1.9M | $490.5M | 1.3M | +615,117+46.42% | Add |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.14% | 1.61% | $686.0M | 3.6M | $951.6M | 5.7M | -2.1M-36.43% | Reduce |
| UUNIVERSAL HLTH SVCS INCUHS |
| 1.13% | 1.34% | $677.2M | 4.6M | $791.8M | 4.4M | +130,389+2.95% | Add |
| EEQUITY RESIDENTIALVMRK |
| 1.08% | 0.95% | $647.3M | 9.5M | $560.1M | 9.5M | +59,415+0.63% | Add |
 BXP INCBXP |
| 1.05% | 0.82% | $627.8M | 9.5M | $485.0M | 9.3M | +122,786+1.31% | Add |
 NUTRIEN LTDNTR |
| 1.05% | 1.28% | $627.7M | 10.0M | $753.8M | 10.0M | -17,604-0.18% | Reduce |
| NNOV INCNOV |
| 0.95% | 1.16% | $569.2M | 30.7M | $684.8M | 36.4M | -5.7M-15.72% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.95% | 0.85% | $568.3M | 1.7M | $502.9M | 1.7M | +17,519+1.05% | Add |
 EXTRA SPACE STORAGE INCEXR |
| 0.94% | 0.85% | $563.3M | 3.9M | $503.4M | 3.8M | +38,306+1.00% | Add |
 US BANCORPUSB |
| 0.92% | 0.79% | $551.0M | 9.1M | $469.0M | 9.0M | +104,974+1.16% | Add |
| OOMNICOM GROUP INCOMC |
| 0.89% | 0.93% | $534.8M | 7.3M | $550.0M | 7.3M | +40,096+0.55% | Add |
| FFISERV INCFISV |
| 0.89% | 0.71% | $532.6M | 10.9M | $418.2M | 7.5M | +3.4M+44.86% | Add |
| NNOBLE CORP PLCNE |
| 0.87% | 1.13% | $520.6M | 14.0M | $665.5M | 13.6M | +395,316+2.91% | Add |
 DOLLAR GEN CORP NEWDG |
| 0.86% | 0.9% | $518.0M | 4.5M | $529.0M | 4.5M | +44,379+1.00% | Add |
 DISNEY WALT CODIS |
| 0.86% | 0.86% | $517.4M | 5.4M | $506.4M | 5.3M | +121,210+2.31% | Add |
 CHARTER COMMUNICATIONSCHTR |
| 0.85% | 1.31% | $510.2M | 3.6M | $772.9M | 3.6M | +7,187+0.20% | Add |
 WATERS CORPWAT |
| 0.84% | 0.8% | $500.7M | 1.3M | $469.1M | 1.6M | -240,079-15.24% | Reduce |
