 APPLE INCAAPL |
| 4.96% | 5.02% | $53.7M | 185,609 | $50.0M | 197,131 | -11,522-5.84% | Reduce |
 MICROSOFT CORPMSFT |
| 4.45% | 4.8% | $48.2M | 129,122 | $47.8M | 129,181 | -59-0.05% | Reduce |
 CISCO SYS INCCSCO |
| 3.75% | 2.77% | $40.6M | 345,913 | $27.6M | 355,443 | -9,530-2.68% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 3.06% | 2.16% | $33.2M | 79,856 | $21.6M | 79,645 | +211+0.26% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.64% | 2.54% | $28.6M | 38,343 | $25.3M | 38,848 | -505-1.30% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.57% | 2.43% | $27.8M | 98,850 | $24.2M | 99,699 | -849-0.85% | Reduce |
 AMGEN INC COMAMGN |
| 2.43% | 2.6% | $26.4M | 72,776 | $25.9M | 73,622 | -846-1.15% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.36% | 2.53% | $25.6M | 100,872 | $25.2M | 102,949 | -2,077-2.02% | Reduce |
 ORACLE CORPORCL |
| 2.35% | 2.58% | $25.5M | 173,929 | $25.7M | 174,596 | -667-0.38% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.27% | 2.23% | $24.6M | 75,182 | $22.2M | 75,497 | -315-0.42% | Reduce |
 HOME DEPOT INCHD |
| 2.24% | 2.25% | $24.2M | 68,745 | $22.4M | 68,188 | +557+0.82% | Add |
 DEERE & CODE |
| 2.15% | 2.08% | $23.2M | 36,633 | $20.8M | 36,843 | -210-0.57% | Reduce |
 ECOLAB INCECL |
| 2% | 2.05% | $21.6M | 77,662 | $20.4M | 76,609 | +1,053+1.37% | Add |
 TARGET CORP COMTGT |
| 1.83% | 1.84% | $19.8M | 151,730 | $18.3M | 150,966 | +764+0.51% | Add |
 TEXAS INSTRS INCTXN |
| 1.82% | 1.3% | $19.7M | 66,123 | $12.9M | 66,439 | -316-0.48% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.72% | 2.12% | $18.7M | 205,689 | $21.1M | 205,870 | -181-0.09% | Reduce |
 ROYAL BK CDA COMRY |
| 1.58% | 1.37% | $17.1M | 82,638 | $13.6M | 84,181 | -1,543-1.83% | Reduce |
 ELI LILLY & COLLY |
| 1.57% | 1.33% | $17.0M | 14,193 | $13.3M | 14,418 | -225-1.56% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.51% | 1.6% | $16.3M | 111,203 | $15.9M | 110,159 | +1,044+0.95% | Add |
 ABBVIE INCABBV |
| 1.45% | 1.39% | $15.7M | 62,276 | $13.8M | 63,609 | -1,333-2.10% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.44% | 1.96% | $15.6M | 93,931 | $19.5M | 94,441 | -510-0.54% | Reduce |
 PEPSICO INCPEP |
| 1.43% | 1.77% | $15.5M | 114,269 | $17.7M | 113,778 | +491+0.43% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.41% | 1.49% | $15.3M | 43,126 | $14.8M | 43,240 | -114-0.26% | Reduce |
 TJX COS INC NEWTJX |
| 1.41% | 1.65% | $15.3M | 100,776 | $16.4M | 102,601 | -1,825-1.78% | Reduce |
 VISA INCV |
| 1.4% | 1.32% | $15.1M | 44,093 | $13.1M | 43,496 | +597+1.37% | Add |
 US BANCORPUSB |
| 1.39% | 1.3% | $15.0M | 248,570 | $13.0M | 249,472 | -902-0.36% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.34% | 1.29% | $14.5M | 64,780 | $12.8M | 63,213 | +1,567+2.48% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.32% | 1.72% | $14.3M | 49,170 | $17.1M | 49,546 | -376-0.76% | Reduce |
 MCDONALDS CORPMCD |
| 1.31% | 1.6% | $14.2M | 52,377 | $16.0M | 51,408 | +969+1.88% | Add |
 3M CO COMMMM |
| 1.3% | 1.28% | $14.1M | 87,241 | $12.7M | 87,673 | -432-0.49% | Reduce |
 INTEL CORPINTC |
| 1.19% | 0.44% | $12.9M | 92,171 | $4.4M | 100,161 | -7,990-7.98% | Reduce |
 RTX CORPORATIONRTX |
| 1.18% | 1.3% | $12.8M | 67,285 | $13.0M | 67,359 | -74-0.11% | Reduce |
 BLACKROCK INC COMBLK |
| 1.1% | 1.19% | $11.9M | 12,360 | $11.9M | 12,330 | +30+0.24% | Add |
 STRYKER CORPORATIONSYK |
| 1.08% | 1.24% | $11.7M | 37,308 | $12.3M | 37,498 | -190-0.51% | Reduce |
 COLGATE PALMOLIVE COCL |
| 1.01% | 0.95% | $10.9M | 119,278 | $9.4M | 110,682 | +8,596+7.77% | Add |
 KLA CORPKLAC |
| 0.97% | 0.52% | $10.6M | 34,980 | $5.2M | 3,515 | +31,465+895.16% | Add |
| IISHARES RUSSELLIWM |
| 0.91% | 0.82% | $9.9M | 32,954 | $8.2M | 32,974 | -20-0.06% | Reduce |
 TRAVELERS COSTRV |
| 0.87% | 0.86% | $9.5M | 28,634 | $8.5M | 29,237 | -603-2.06% | Reduce |
 CATERPILLAR INCCAT |
| 0.83% | 0.61% | $9.0M | 8,465 | $6.1M | 8,558 | -93-1.09% | Reduce |
 BALL CORPBALL |
| 0.81% | 0.86% | $8.8M | 140,626 | $8.6M | 145,473 | -4,847-3.33% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.8% | 0.99% | $8.6M | 63,221 | $9.9M | 58,177 | +5,044+8.67% | Add |
 HERSHEY CO COMHSY |
| 0.79% | 0.99% | $8.5M | 48,661 | $9.9M | 47,662 | +999+2.10% | Add |
 AFLAC INC COMAFL |
| 0.74% | 0.76% | $8.0M | 68,296 | $7.6M | 68,969 | -673-0.98% | Reduce |
 DONALDSON INCDCI |
| 0.7% | 0.73% | $7.6M | 84,599 | $7.2M | 85,114 | -515-0.61% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.68% | 0.65% | $7.3M | 10,406 | $6.4M | 10,451 | -45-0.43% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.67% | 0.59% | $7.3M | 10,612 | $5.9M | 9,884 | +728+7.37% | Add |
 AMPHENOL CORPAPH |
| 0.63% | 0.49% | $6.8M | 38,419 | $4.9M | 38,509 | -90-0.23% | Reduce |
 XCEL ENERGY INC COMXEL |
| 0.61% | 0.66% | $6.6M | 82,432 | $6.5M | 82,377 | +55+0.07% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.6% | 0.65% | $6.5M | 39,775 | $6.5M | 37,641 | +2,134+5.67% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.59% | 0.92% | $6.4M | 51,758 | $9.1M | 46,013 | +5,745+12.49% | Add |
