 APPLIED MATLS INCAMAT |
| 9.4% | 5.18% | $179.3M | 248,027 | $91.7M | 268,345 | -20,318-7.57% | Reduce |
 ANALOG DEVICES INC COMADI |
| 4.82% | 4.46% | $92.0M | 231,514 | $79.0M | 248,177 | -16,663-6.71% | Reduce |
 GE AEROSPACEGE |
| 4.46% | 3.89% | $85.0M | 227,496 | $68.8M | 242,587 | -15,091-6.22% | Reduce |
 MICROSOFT CORPMSFT |
| 4.38% | 4.7% | $83.6M | 224,218 | $83.2M | 224,809 | -591-0.26% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 3.32% | 3.56% | $63.3M | 433,039 | $63.1M | 481,569 | -48,530-10.08% | Reduce |
 RTX CORPORATIONRTX |
| 3.29% | 3.67% | $62.9M | 331,291 | $65.0M | 337,142 | -5,851-1.74% | Reduce |
 LINDE PLCLIN |
| 2.9% | 3.02% | $55.2M | 106,435 | $53.6M | 108,026 | -1,591-1.47% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.63% | 2.74% | $50.1M | 100,110 | $48.5M | 101,139 | -1,029-1.02% | Reduce |
 CHUBB LIMITEDCB |
| 2.56% | 2.72% | $48.9M | 143,520 | $48.2M | 147,754 | -4,234-2.87% | Reduce |
 ALPHABET INCGOOGL |
| 2.29% | 2.02% | $43.7M | 122,334 | $35.9M | 124,683 | -2,349-1.88% | Reduce |
 ILLINOIS TOOLITW |
| 2.28% | 2.4% | $43.6M | 161,171 | $42.5M | 163,248 | -2,077-1.27% | Reduce |
 PAYCHEX INC COMPAYX |
| 2.15% | 2.01% | $41.0M | 417,092 | $35.6M | 386,178 | +30,914+8.01% | Add |
| CCACI INTL INCCACI |
| 2.11% | 2.72% | $40.2M | 86,865 | $48.1M | 88,498 | -1,633-1.85% | Reduce |
 HEXCEL CORP NEWHXL |
| 1.71% | 1.49% | $32.7M | 326,916 | $26.4M | 326,543 | +373+0.11% | Add |
 SYNOPSYS INCSNPS |
| 1.68% | 1.53% | $32.1M | 71,975 | $27.1M | 68,365 | +3,610+5.28% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.68% | 1.82% | $32.1M | 109,460 | $32.3M | 111,061 | -1,601-1.44% | Reduce |
 ALBEMARLE CORPALB |
| 1.64% | 2.41% | $31.3M | 232,072 | $42.7M | 238,117 | -6,045-2.54% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.61% | 1.8% | $30.6M | 97,311 | $31.9M | 96,942 | +369+0.38% | Add |
 AUTODESK INCADSK |
| 1.5% | 1.98% | $28.6M | 147,312 | $35.0M | 146,122 | +1,190+0.81% | Add |
 APPLE INCAAPL |
| 1.45% | 1.37% | $27.6M | 95,536 | $24.3M | 95,697 | -161-0.17% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.42% | 1.48% | $27.1M | 106,768 | $26.3M | 107,398 | -630-0.59% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 1.41% | 1.51% | $27.0M | 150,140 | $26.7M | 140,558 | +9,582+6.82% | Add |
 TELEDYNE TECHNOLOGIES INCTDY |
| 1.38% | 1.35% | $26.2M | 39,360 | $23.9M | 39,546 | -186-0.47% | Reduce |
 HORMEL FOODS CORPHRL |
| 1.31% | 1.27% | $25.0M | 1.0M | $22.5M | 995,098 | +10,804+1.09% | Add |
 NOVARTIS AGNVS |
| 1.26% | 1.35% | $24.0M | 153,436 | $24.0M | 156,906 | -3,470-2.21% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.2% | 1.59% | $22.8M | 36,628 | $28.1M | 36,415 | +213+0.58% | Add |
 MERCK & CO INCMRK |
| 1.16% | 1.19% | $22.0M | 171,554 | $21.1M | 175,775 | -4,221-2.40% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 1.13% | 1.35% | $21.6M | 337,244 | $24.0M | 337,024 | +220+0.07% | Add |
 DISNEY WALT CODIS |
| 1.13% | 1.22% | $21.5M | 223,405 | $21.6M | 224,475 | -1,070-0.48% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.12% | 0.89% | $21.3M | 43,036 | $15.7M | 43,686 | -650-1.49% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.05% | 1.09% | $20.0M | 333,475 | $19.4M | 340,169 | -6,694-1.97% | Reduce |
 TRIMBLE INC COMTRMB |
| 1.05% | 1.43% | $20.0M | 390,967 | $25.4M | 389,493 | +1,474+0.38% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1.02% | 1.29% | $19.5M | 154,287 | $22.8M | 163,600 | -9,313-5.69% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.01% | 1.35% | $19.3M | 116,669 | $23.9M | 115,506 | +1,163+1.01% | Add |
 PPG INDS INCPPG |
| 1.01% | 0.9% | $19.2M | 158,084 | $16.0M | 149,892 | +8,192+5.47% | Add |
 SHELL PLCSHEL |
| 1% | 1.28% | $19.0M | 245,474 | $22.8M | 244,719 | +755+0.31% | Add |
 PROCTER & GAMBLE COPG |
| 0.92% | 0.97% | $17.6M | 120,046 | $17.2M | 118,874 | +1,172+0.99% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.92% | 0.94% | $17.5M | 13,736 | $16.7M | 13,257 | +479+3.61% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 0.87% | 0.99% | $16.5M | 383,047 | $17.5M | 385,899 | -2,852-0.74% | Reduce |
| SSANOFI SA SPONSORED ADRSNY |
| 0.86% | 1.05% | $16.4M | 384,643 | $18.7M | 387,230 | -2,587-0.67% | Reduce |
 AUTOZONE INCAZO |
| 0.84% | 0.89% | $16.0M | 4,993 | $15.7M | 4,662 | +331+7.10% | Add |
 BOEING COBA |
| 0.81% | 0.02% | $15.4M | 71,312 | $335,538 | 1,685 | +69,627+4,132.17% | Add |
 WEYERHAEUSER COWY |
| 0.78% | 0.88% | $14.8M | 620,196 | $15.5M | 635,372 | -15,176-2.39% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 0.77% | 0.87% | $14.6M | 354,110 | $15.3M | 304,957 | +49,153+16.12% | Add |
 EXXON MOBIL CORPXOM |
| 0.74% | 1.01% | $14.1M | 102,931 | $17.8M | 105,125 | -2,194-2.09% | Reduce |
 SMITH A O CORPAOS |
| 0.69% | 0.34% | $13.2M | 210,330 | $5.9M | 90,106 | +120,224+133.43% | Add |
| LLAMB WESTON HLDGS INCLW |
| 0.67% | 0.6% | $12.7M | 294,958 | $10.7M | 252,083 | +42,875+17.01% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.67% | 0.61% | $12.7M | 17 | $10.8M | 15 | +2+13.33% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.65% | 0.55% | $12.3M | 24,838 | $9.7M | 21,704 | +3,134+14.44% | Add |
 CORNING INCGLW |
| 0.63% | 0.51% | $12.0M | 47,126 | $9.0M | 65,964 | -18,838-28.56% | Reduce |
