 CATERPILLAR INCCAT |
| 7.22% | 5.42% | $17.3M | 16,206 | $11.7M | 16,468 | -262-1.59% | Reduce |
 ELI LILLY & COLLY |
| 4.68% | 4% | $11.2M | 9,329 | $8.6M | 9,356 | -27-0.29% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 4.43% | 2.03% | $10.6M | 10,969 | $4.4M | 11,135 | -166-1.49% | Reduce |
 DEERE & CODE |
| 3.32% | 3.28% | $7.9M | 12,506 | $7.1M | 12,534 | -28-0.22% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.25% | 3.47% | $7.8M | 30,562 | $7.5M | 30,553 | +9+0.03% | Add |
 SOUTHERN COSO |
| 3.14% | 3.5% | $7.5M | 78,384 | $7.5M | 78,074 | +310+0.40% | Add |
 CORNING INCGLW |
| 3.06% | 1.81% | $7.3M | 28,661 | $3.9M | 28,669 | -8-0.03% | Reduce |
 CUMMINS INCCMI |
| 2.86% | 2.4% | $6.8M | 9,579 | $5.2M | 9,605 | -26-0.27% | Reduce |
 CSX CORPCSX |
| 2.7% | 2.6% | $6.5M | 136,035 | $5.6M | 136,185 | -150-0.11% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.29% | 3.16% | $5.5M | 40,101 | $6.8M | 40,039 | +62+0.15% | Add |
 DUKE ENERGY CORP NEWDUK |
| 2.13% | 2.44% | $5.1M | 40,184 | $5.2M | 40,059 | +125+0.31% | Add |
 CME GROUP INCCME |
| 2.08% | 3.09% | $5.0M | 22,505 | $6.6M | 22,505 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.95% | 1.95% | $4.7M | 14,276 | $4.2M | 14,251 | +25+0.18% | Add |
 CBOE GLOBAL MKTS INCCBOE |
| 1.9% | 2.45% | $4.6M | 18,774 | $5.3M | 18,774 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 1.89% | 2.21% | $4.5M | 51,464 | $4.8M | 51,164 | +300+0.59% | Add |
 PROCTER & GAMBLE COPG |
| 1.8% | 1.95% | $4.3M | 29,312 | $4.2M | 29,121 | +191+0.66% | Add |
 CHEVRON CORPORATIONCVX |
| 1.68% | 2.33% | $4.0M | 24,193 | $5.0M | 24,237 | -44-0.18% | Reduce |
 HOME DEPOT INCHD |
| 1.57% | 1.61% | $3.8M | 10,662 | $3.5M | 10,512 | +150+1.43% | Add |
 MICROSOFT CORPMSFT |
| 1.56% | 1.7% | $3.7M | 10,013 | $3.7M | 9,893 | +120+1.21% | Add |
 ABBVIE INCABBV |
| 1.53% | 1.47% | $3.7M | 14,519 | $3.2M | 14,578 | -59-0.40% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.46% | 1.45% | $3.5M | 15,624 | $3.1M | 15,354 | +270+1.76% | Add |
 AMGEN INC COMAMGN |
| 1.44% | 1.54% | $3.4M | 9,494 | $3.3M | 9,444 | +50+0.53% | Add |
 EATON CORP PLCETN |
| 1.32% | 1.24% | $3.2M | 7,414 | $2.7M | 7,437 | -23-0.31% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.3% | 1.25% | $3.1M | 4,154 | $2.7M | 4,128 | +26+0.63% | Add |
| BBANK OF AMER CORPBAC |
| 1.29% | 1.25% | $3.1M | 54,025 | $2.7M | 55,106 | -1,081-1.96% | Reduce |
 WASTE MGMT INC DELWM |
| 1.25% | 1.42% | $3.0M | 13,379 | $3.1M | 13,344 | +35+0.26% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.22% | 1.3% | $2.9M | 5,844 | $2.8M | 5,854 | -10-0.17% | Reduce |
 RTX CORPORATIONRTX |
| 1.15% | 1.3% | $2.7M | 14,492 | $2.8M | 14,547 | -55-0.38% | Reduce |
 ROYAL BK CDA COMRY |
| 1.02% | 0.89% | $2.4M | 11,779 | $1.9M | 11,899 | -120-1.01% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.99% | 0.95% | $2.4M | 8,424 | $2.0M | 8,404 | +20+0.24% | Add |
 MERCK & CO INCMRK |
| 0.99% | 0.97% | $2.4M | 18,386 | $2.1M | 17,414 | +972+5.58% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.97% | 1.26% | $2.3M | 54,918 | $2.7M | 53,950 | +968+1.79% | Add |
 REGIONS FINANCIAL CORP NEW COMRF |
| 0.97% | 0.94% | $2.3M | 76,608 | $2.0M | 77,485 | -877-1.13% | Reduce |
 UNION PAC CORPUNP |
| 0.96% | 0.95% | $2.3M | 8,414 | $2.0M | 8,414 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.94% | 1.01% | $2.3M | 8,344 | $2.2M | 8,371 | -27-0.32% | Reduce |
 PEPSICO INCPEP |
| 0.9% | 1.09% | $2.2M | 15,905 | $2.3M | 15,119 | +786+5.20% | Add |
 EMERSON ELEC COEMR |
| 0.89% | 0.91% | $2.1M | 14,865 | $2.0M | 14,947 | -82-0.55% | Reduce |
| AAT&T INCT |
| 0.89% | 1.39% | $2.1M | 102,647 | $3.0M | 103,180 | -533-0.52% | Reduce |
 COCA COLA COKO |
| 0.87% | 0.88% | $2.1M | 25,513 | $1.9M | 25,040 | +473+1.89% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.78% | 1.01% | $1.9M | 3,660 | $2.2M | 3,586 | +74+2.06% | Add |
 COLGATE PALMOLIVE COCL |
| 0.76% | 0.76% | $1.8M | 19,841 | $1.6M | 19,076 | +765+4.01% | Add |
 CONOCOPHILLIPSCOP |
| 0.75% | 1.06% | $1.8M | 17,360 | $2.3M | 17,360 | 00.00% | Unchanged |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.75% | 0.76% | $1.8M | 3,417 | $1.6M | 3,542 | -125-3.53% | Reduce |
| SSCHWAB USSCHX |
| 0.71% | 0.7% | $1.7M | 58,002 | $1.5M | 58,871 | -869-1.48% | Reduce |
 APPLE INCAAPL |
| 0.68% | 0.64% | $1.6M | 5,625 | $1.4M | 5,410 | +215+3.97% | Add |
| EENERGY TRANSFER L PET |
| 0.66% | 0.74% | $1.6M | 82,952 | $1.6M | 82,952 | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 0.63% | 0.2% | $1.5M | 666 | $423,136 | 666 | 00.00% | Unchanged |
 BOEING COBA |
| 0.57% | 0.58% | $1.4M | 6,246 | $1.2M | 6,230 | +16+0.26% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.53% | 0.25% | $1.3M | 2,000 | $540,980 | 2,000 | 00.00% | Unchanged |
 CANADIAN IMPERIAL BANK OF COCM |
| 0.53% | 0.49% | $1.3M | 11,040 | $1.0M | 11,040 | 00.00% | Unchanged |
