| SSELECT SECTOR SPDR TRXLK |
| 12.3% | 6.97% | $228.7M | 1.2M | $113.4M | 853,424 | +347,007+40.66% | Add |
 MICROSOFT CORPMSFT |
| 11.4% | 13.09% | $212.0M | 568,388 | $213.1M | 575,549 | -7,161-1.24% | Reduce |
 INTEL CORPINTC |
| 8.02% | 5.82% | $149.0M | 1.1M | $94.7M | 2.1M | -1.1M-50.27% | Reduce |
| SSAFETY INS GROUP INCSAFT |
| 7.23% | 8.01% | $134.3M | 1.8M | $130.4M | 1.8M | 00.00% | Unchanged |
 RENAISSANCERE HLDGS LTD COMRNR |
| 6.62% | 7.09% | $123.1M | 388,478 | $115.5M | 388,478 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 5.77% | 5.76% | $107.4M | 450,434 | $93.8M | 450,434 | 00.00% | Unchanged |
 WW GRAINGER INCGWW |
| 4.89% | 4.48% | $91.0M | 66,861 | $72.9M | 66,861 | 00.00% | Unchanged |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 4.75% | 5.01% | $88.3M | 556,818 | $81.6M | 556,818 | 00.00% | Unchanged |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 4.73% | 5.31% | $87.9M | 1.7M | $86.4M | 1.7M | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 4.61% | 5.45% | $85.8M | 800,774 | $88.8M | 800,774 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.4% | 4.06% | $81.8M | 228,868 | $66.1M | 229,991 | -1,123-0.49% | Reduce |
 MERCK & CO INCMRK |
| 3.2% | 3.42% | $59.5M | 463,298 | $55.7M | 463,298 | 00.00% | Unchanged |
| SSTATE STREETXLI |
| 3.09% | 0.33% | $57.5M | 310,583 | $5.4M | 33,621 | +276,962+823.78% | Add |
 CVS HEALTH CORPCVS |
| 2.82% | 2.23% | $52.3M | 506,016 | $36.3M | 506,016 | 00.00% | Unchanged |
 TOYOTA MOTOR CORP ADSTM |
| 2.64% | 3.69% | $49.1M | 291,689 | $60.1M | 291,815 | -126-0.04% | Reduce |
 GE AEROSPACEGE |
| 2.41% | 5.24% | $44.8M | 119,925 | $85.4M | 300,911 | -180,986-60.15% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 2.18% | 0.3% | $40.6M | 488,831 | $4.9M | 59,584 | +429,247+720.41% | Add |
 SHERWIN WILLIAMS COSHW |
| 2.04% | 2.17% | $37.9M | 110,041 | $35.3M | 110,041 | 00.00% | Unchanged |
| RRELIANCE INCRS |
| 1.93% | 1.79% | $35.9M | 95,976 | $29.2M | 95,976 | 00.00% | Unchanged |
 COMCAST CORP NEW CL ACMCSA |
| 1.45% | 1.93% | $26.9M | 1.1M | $31.5M | 1.1M | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.3% | 2.07% | $24.3M | 165,402 | $33.6M | 232,924 | -67,522-28.99% | Reduce |
 WALMART INCWMT |
| 1.23% | 4.74% | $22.9M | 202,248 | $77.1M | 620,579 | -418,331-67.41% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.97% | 1.03% | $18.1M | 154,540 | $16.8M | 154,540 | 00.00% | Unchanged |
