 COHERENT CORPCOHR |
| 13.62% | 10.31% | $140.4M | 355,805 | $89.2M | 374,649 | -18,844-5.03% | Reduce |
 ELI LILLY & COLLY |
| 6.47% | 5.97% | $66.6M | 55,538 | $51.6M | 56,132 | -594-1.06% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 3.16% | 2.95% | $32.6M | 139,653 | $25.5M | 139,999 | -346-0.25% | Reduce |
 ABBVIE INCABBV |
| 3.11% | 3.2% | $32.1M | 127,464 | $27.7M | 127,462 | +2+0.00% | Add |
 CORNING INCGLW |
| 2.4% | 1.63% | $24.8M | 97,001 | $14.1M | 103,546 | -6,545-6.32% | Reduce |
| BBADGER METER INCBMI |
| 2.24% | 1.57% | $23.0M | 155,230 | $13.6M | 89,232 | +65,998+73.96% | Add |
 ROCKWELL AUTOMATION INCROK |
| 2.2% | 1.9% | $22.6M | 45,749 | $16.5M | 45,844 | -95-0.21% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.94% | 1.21% | $20.0M | 46,200 | $10.5M | 49,100 | -2,900-5.91% | Reduce |
 EMERSON ELEC COEMR |
| 1.91% | 2.09% | $19.7M | 137,704 | $18.1M | 138,052 | -348-0.25% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.69% | 1.98% | $17.4M | 118,433 | $17.2M | 118,852 | -419-0.35% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.57% | 1.8% | $16.2M | 63,682 | $15.6M | 63,673 | +9+0.01% | Add |
 ABBOTT LABORATORIESABT |
| 1.55% | 1.71% | $16.0M | 176,542 | $14.8M | 144,500 | +32,042+22.17% | Add |
 MICROSOFT CORPMSFT |
| 1.46% | 1.75% | $15.1M | 40,432 | $15.1M | 40,892 | -460-1.12% | Reduce |
 TELEFLEX INCORPORATEDTFX |
| 1.33% | 1.5% | $13.7M | 108,081 | $13.0M | 108,333 | -252-0.23% | Reduce |
 MERCK & CO INCMRK |
| 1.28% | 1.42% | $13.2M | 102,689 | $12.3M | 102,245 | +444+0.43% | Add |
 HUBBELL INCHUBB |
| 1.15% | 1.29% | $11.9M | 22,671 | $11.2M | 22,795 | -124-0.54% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.11% | 1.18% | $11.4M | 33,795 | $10.2M | 33,795 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 1.03% | 1.09% | $10.7M | 36,812 | $9.4M | 37,078 | -266-0.72% | Reduce |
 UNION PAC CORPUNP |
| 1.02% | 1.08% | $10.5M | 38,699 | $9.4M | 38,699 | 00.00% | Unchanged |
 COLGATE PALMOLIVE COCL |
| 0.98% | 1.1% | $10.1M | 109,967 | $9.6M | 112,054 | -2,087-1.86% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.97% | 0.5% | $10.0M | 10,311 | $4.4M | 11,111 | -800-7.20% | Reduce |
 TARGET CORP COMTGT |
| 0.95% | 1.06% | $9.8M | 75,148 | $9.2M | 75,618 | -470-0.62% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.93% | 0.87% | $9.6M | 34,082 | $7.6M | 31,204 | +2,878+9.22% | Add |
 CHEVRON CORPORATIONCVX |
| 0.88% | 1.33% | $9.0M | 54,597 | $11.5M | 55,444 | -847-1.53% | Reduce |
| MMILLERKNOLL INCMLKN |
| 0.87% | 0.73% | $8.9M | 436,242 | $6.3M | 437,524 | -1,282-0.29% | Reduce |
 F5 INCFFIV |
| 0.81% | 0.66% | $8.4M | 20,157 | $5.7M | 19,717 | +440+2.23% | Add |
 COCA COLA COKO |
| 0.74% | 0.85% | $7.6M | 93,989 | $7.3M | 96,275 | -2,286-2.37% | Reduce |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.73% | 0.61% | $7.6M | 195,275 | $5.3M | 86,295 | +108,980+126.29% | Add |
 GENERAL MILLS INC COMGIS |
| 0.73% | 0.88% | $7.5M | 214,844 | $7.6M | 204,732 | +10,112+4.94% | Add |
 CURTISS WRIGHT CORPCW |
| 0.72% | 0.77% | $7.4M | 9,790 | $6.7M | 9,825 | -35-0.36% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.72% | 0.56% | $7.4M | 24,724 | $4.8M | 24,788 | -64-0.26% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 0.71% | 0.75% | $7.3M | 80,789 | $6.5M | 80,789 | 00.00% | Unchanged |
 ONEOK INC NEWOKE |
| 0.7% | 0.89% | $7.3M | 83,430 | $7.7M | 84,980 | -1,550-1.82% | Reduce |
 CUMMINS INCCMI |
| 0.7% | 0.63% | $7.2M | 10,126 | $5.4M | 10,122 | +4+0.04% | Add |
 PHILLIPS 66PSX |
| 0.67% | 0.88% | $6.9M | 40,548 | $7.6M | 41,948 | -1,400-3.34% | Reduce |
 MSA SAFETY INCMSA |
| 0.66% | 0.69% | $6.8M | 38,890 | $6.0M | 36,568 | +2,322+6.35% | Add |
| LLAMB WESTON HLDGS INCLW |
| 0.64% | 0.77% | $6.6M | 152,632 | $6.7M | 157,650 | -5,018-3.18% | Reduce |
 NATIONAL FUEL GAS CONFG |
| 0.63% | 0.91% | $6.4M | 83,495 | $7.8M | 83,486 | +9+0.01% | Add |
 FEDEX CORPFDX |
| 0.61% | 0.84% | $6.3M | 20,222 | $7.2M | 20,307 | -85-0.42% | Reduce |
 HERSHEY CO COMHSY |
| 0.61% | 0.86% | $6.3M | 35,873 | $7.5M | 35,868 | +5+0.01% | Add |
 PAYCHEX INC COMPAYX |
| 0.59% | 0.7% | $6.1M | 61,688 | $6.1M | 66,182 | -4,494-6.79% | Reduce |
| PPOWELL INDS INCPOWL |
| 0.59% | 0.44% | $6.0M | 21,120 | $3.8M | 7,040 | +14,080+200.00% | Add |
 KRAFT HEINZ CO COMKHC |
| 0.58% | 0.74% | $6.0M | 254,674 | $6.4M | 286,354 | -31,680-11.06% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.58% | 0.29% | $6.0M | 13,902 | $2.5M | 15,302 | -1,400-9.15% | Reduce |
 EL POLLO LOCO HLDGS INC COMLOCO |
| 0.58% | 0.58% | $6.0M | 352,300 | $5.0M | 361,550 | -9,250-2.56% | Reduce |
 REVVITY INCRVTY |
| 0.57% | 0.54% | $5.9M | 52,926 | $4.6M | 52,926 | 00.00% | Unchanged |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.57% | 0.46% | $5.8M | 63,679 | $4.0M | 64,179 | -500-0.78% | Reduce |
 PPG INDS INCPPG |
| 0.56% | 0.59% | $5.7M | 47,398 | $5.1M | 47,394 | +4+0.01% | Add |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.56% | $5.7M | 16,223 | $4.9M | 17,013 | -790-4.64% | Reduce |
 ERIE INDTY COERIE |
| 0.55% | 0.75% | $5.7M | 23,766 | $6.5M | 25,701 | -1,935-7.53% | Reduce |
