 TEXAS INSTRS INCTXN |
| 5.52% | 3.87% | $326.1M | 1.1M | $224.2M | 1.2M | -59,679-5.15% | Reduce |
 CISCO SYS INCCSCO |
| 5.4% | 3.83% | $318.9M | 2.7M | $222.2M | 2.9M | -146,340-5.09% | Reduce |
 BROADCOM INCAVGO |
| 4.95% | 4.4% | $292.2M | 776,648 | $255.2M | 827,001 | -50,353-6.09% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 4.43% | 4.59% | $262.0M | 1.0M | $266.4M | 1.1M | -57,016-5.21% | Reduce |
 ABBVIE INCABBV |
| 4.42% | 4.12% | $261.2M | 1.0M | $238.7M | 1.1M | -58,678-5.33% | Reduce |
 EATON CORP PLCETN |
| 4.08% | 3.69% | $241.3M | 568,814 | $213.9M | 599,911 | -31,097-5.18% | Reduce |
 AFLAC INC COMAFL |
| 4.04% | 4.08% | $238.8M | 2.0M | $236.3M | 2.2M | -115,233-5.34% | Reduce |
 EMERSON ELEC COEMR |
| 3.96% | 3.91% | $234.1M | 1.6M | $226.7M | 1.7M | -93,275-5.37% | Reduce |
 COCA COLA COKO |
| 3.77% | 3.8% | $222.6M | 2.7M | $220.5M | 2.9M | -157,693-5.42% | Reduce |
 MICROSOFT CORPMSFT |
| 3.61% | 3.91% | $213.6M | 574,920 | $226.8M | 614,520 | -39,600-6.44% | Reduce |
 MEDTRONIC PLCMDT |
| 3.41% | 4.05% | $201.5M | 2.6M | $234.8M | 2.7M | -131,901-4.85% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 3.3% | 3.36% | $194.7M | 851,348 | $194.8M | 901,899 | -50,551-5.60% | Reduce |
 ILLINOIS TOOLITW |
| 3.29% | 3.41% | $194.2M | 721,056 | $198.0M | 763,107 | -42,051-5.51% | Reduce |
 PROCTER & GAMBLE COPG |
| 3.2% | 3.4% | $189.0M | 1.3M | $197.3M | 1.4M | -76,168-5.56% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 3.19% | 3.45% | $188.7M | 3.3M | $199.8M | 3.5M | -204,247-5.89% | Reduce |
 PEPSICO INCPEP |
| 3.11% | 3.85% | $183.8M | 1.4M | $223.3M | 1.4M | -79,397-5.50% | Reduce |
 PAYCHEX INC COMPAYX |
| 3.08% | 3.12% | $182.0M | 1.9M | $180.9M | 2.0M | -112,167-5.70% | Reduce |
 BLACKROCK INC COMBLK |
| 3.03% | 3.27% | $178.9M | 186,867 | $189.8M | 197,958 | -11,091-5.60% | Reduce |
 CME GROUP INCCME |
| 2.81% | 4.07% | $166.2M | 755,576 | $236.0M | 801,170 | -45,594-5.69% | Reduce |
 OTIS WORLDWIDEOTIS |
| 2.67% | 3.12% | $157.6M | 2.2M | $180.8M | 2.3M | -143,708-6.13% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.65% | 1.27% | $97.2M | 206,434 | $73.4M | 219,250 | -12,816-5.85% | Reduce |
 KLA CORPKLAC |
| 1.25% | 0.83% | $74.0M | 250,753 | $48.3M | 33,295 | +217,458+653.13% | Add |
 AMPHENOL CORPAPH |
| 1.17% | 0.93% | $69.3M | 392,806 | $54.0M | 427,403 | -34,597-8.09% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.12% | 0.76% | $66.0M | 155,776 | $44.1M | 209,699 | -53,923-25.71% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.11% | 0.74% | $65.6M | 90,796 | $42.9M | 125,446 | -34,650-27.62% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.97% | — | $57.0M | 98,203 | $0 | 0 | +98,203 | New Buy |
 ALPHABET INCGOOGL |
| 0.87% | 0.77% | $51.2M | 144,494 | $44.5M | 154,660 | -10,166-6.57% | Reduce |
 AMAZON COM INCAMZN |
| 0.82% | 0.82% | $48.7M | 204,466 | $47.3M | 227,237 | -22,771-10.02% | Reduce |
 APPLE INCAAPL |
| 0.82% | 0.8% | $48.4M | 170,670 | $46.2M | 184,644 | -13,974-7.57% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.81% | 0.77% | $47.6M | 241,759 | $44.7M | 257,492 | -15,733-6.11% | Reduce |
 VISA INCV |
| 0.79% | 0.78% | $46.4M | 135,291 | $45.4M | 150,357 | -15,066-10.02% | Reduce |
 AMETEK INC COMAME |
| 0.75% | 0.76% | $44.6M | 184,187 | $43.9M | 204,698 | -20,511-10.02% | Reduce |
| NNASDAQ INCNDAQ |
| 0.75% | 0.03% | $44.4M | 563,280 | $1.5M | 18,058 | +545,222+3,019.28% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.72% | 0.8% | $42.7M | 83,172 | $46.2M | 92,434 | -9,262-10.02% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 0.71% | 0.84% | $42.2M | 124,650 | $48.7M | 137,733 | -13,083-9.50% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.71% | 0.79% | $41.9M | 83,662 | $45.7M | 92,980 | -9,318-10.02% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.66% | 0.75% | $39.2M | 205,674 | $43.3M | 228,578 | -22,904-10.02% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.64% | 0.83% | $37.8M | 312,079 | $48.3M | 311,170 | +909+0.29% | Add |
 META PLATFORMS INCMETA |
| 0.62% | 0.71% | $36.7M | 65,099 | $41.4M | 72,349 | -7,250-10.02% | Reduce |
 NETFLIX INCNFLX |
| 0.62% | 0.94% | $36.4M | 510,403 | $54.5M | 567,247 | -56,844-10.02% | Reduce |
 SALESFORCE INCCRM |
| 0.58% | 0.79% | $34.5M | 220,332 | $45.7M | 244,869 | -24,537-10.02% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.28% | 0.38% | $16.7M | 64,304 | $22.0M | 89,051 | -24,747-27.79% | Reduce |
 HUBBELL INCHUBB |
| 0.28% | 0.27% | $16.6M | 31,737 | $15.9M | 32,305 | -568-1.76% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.27% | 0.24% | $15.7M | 32,004 | $13.7M | 32,843 | -839-2.55% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.25% | 0.28% | $15.0M | 170,423 | $16.2M | 174,892 | -4,469-2.56% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.25% | 0.36% | $14.8M | 89,288 | $20.8M | 100,592 | -11,304-11.24% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.23% | 0.33% | $13.5M | 130,058 | $19.3M | 145,944 | -15,886-10.88% | Reduce |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.22% | 0.17% | $13.0M | 272,779 | $9.9M | 279,933 | -7,154-2.56% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.22% | 0.16% | $13.0M | 46,127 | $9.3M | 47,336 | -1,209-2.55% | Reduce |
| CCANADIAN NAT RES LTDCNQ |
| 0.2% | 0.3% | $12.1M | 305,685 | $17.3M | 354,830 | -49,145-13.85% | Reduce |
