 ALPHABET INCGOOGL |
| 3.8% | 3.32% | $189.9M | 539,742 | $170.5M | 602,258 | -62,516-10.38% | Reduce |
 APPLE INCAAPL |
| 3.52% | 3.29% | $175.8M | 607,488 | $168.6M | 664,385 | -56,897-8.56% | Reduce |
 MICROSOFT CORPMSFT |
| 2.92% | 3.05% | $145.9M | 396,759 | $156.6M | 428,997 | -32,238-7.51% | Reduce |
 BROADCOM INCAVGO |
| 2.59% | 2.15% | $129.4M | 348,714 | $110.5M | 363,459 | -14,745-4.06% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.4% | 2.36% | $119.9M | 375,035 | $121.0M | 420,798 | -45,763-10.88% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.18% | 2.22% | $108.9M | 544,093 | $113.8M | 652,679 | -108,586-16.64% | Reduce |
 AMAZON COM INCAMZN |
| 2.06% | 1.97% | $103.0M | 432,031 | $100.9M | 484,699 | -52,668-10.87% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.93% | 1.82% | $96.3M | 196,097 | $93.1M | 198,153 | -2,056-1.04% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.62% | 1.1% | $80.7M | 111,680 | $56.6M | 165,653 | -53,973-32.58% | Reduce |
 META PLATFORMS INCMETA |
| 1.57% | 1.78% | $78.3M | 142,799 | $91.2M | 163,666 | -20,867-12.75% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.55% | 1.29% | $77.3M | 218,905 | $66.3M | 231,232 | -12,327-5.33% | Reduce |
 EATON CORP PLCETN |
| 1.41% | 1.34% | $70.5M | 165,555 | $68.7M | 192,112 | -26,557-13.82% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.41% | 1.52% | $70.2M | 228,574 | $78.0M | 242,981 | -14,407-5.93% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.4% | 1.35% | $69.8M | 140,541 | $69.3M | 143,477 | -2,936-2.05% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.34% | 1.51% | $66.9M | 745,872 | $77.3M | 843,977 | -98,105-11.62% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.32% | 0.91% | $65.7M | 344,853 | $46.7M | 351,722 | -6,869-1.95% | Reduce |
 CHUBB LIMITEDCB |
| 1.28% | 0.99% | $63.8M | 192,437 | $50.6M | 160,792 | +31,645+19.68% | Add |
 PROGRESSIVE CORPPGR |
| 1.16% | 1.1% | $57.7M | 264,332 | $56.5M | 285,104 | -20,772-7.29% | Reduce |
 VISA INCV |
| 1.1% | 1.08% | $55.1M | 160,515 | $55.5M | 183,717 | -23,202-12.63% | Reduce |
| SSTATE STREETSPTI |
| 1.05% | 1.03% | $52.3M | 1.8M | $52.9M | 1.8M | -2,796-0.15% | Reduce |
| IISHARES TRIQLT |
| 1.01% | 0.85% | $50.3M | 1.0M | $43.8M | 947,863 | +67,094+7.08% | Add |
 HOME DEPOT INCHD |
| 0.97% | 0.95% | $48.2M | 142,423 | $48.7M | 154,265 | -11,842-7.68% | Reduce |
 ALLIANT ENERGY CORP COMLNT |
| 0.95% | 0.85% | $47.4M | 649,377 | $43.7M | 638,323 | +11,054+1.73% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.95% | 0.96% | $47.2M | 137,060 | $49.0M | 153,010 | -15,950-10.42% | Reduce |
 ABBVIE INCABBV |
| 0.88% | 0.73% | $43.7M | 182,419 | $37.5M | 182,001 | +418+0.23% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.86% | 0.85% | $43.1M | 488,052 | $43.5M | 492,898 | -4,846-0.98% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.77% | 0.53% | $38.6M | 96,955 | $27.2M | 104,832 | -7,877-7.51% | Reduce |
 RTX CORPORATIONRTX |
| 0.76% | 0.76% | $38.2M | 213,435 | $39.2M | 216,249 | -2,814-1.30% | Reduce |
| SSTATE STREETSPYM |
| 0.76% | 0.6% | $37.8M | 430,630 | $30.8M | 402,922 | +27,708+6.88% | Add |
| SSTATE STREETSPIB |
| 0.76% | 0.74% | $37.7M | 1.1M | $37.8M | 1.1M | -1,876-0.17% | Reduce |
 AMGEN INC COMAMGN |
| 0.75% | 0.74% | $37.5M | 103,528 | $37.7M | 107,264 | -3,736-3.48% | Reduce |
 ECOLAB INCECL |
| 0.75% | 0.69% | $37.3M | 133,818 | $35.6M | 133,778 | +40+0.03% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.74% | 0.67% | $36.9M | 123,694 | $34.2M | 125,768 | -2,074-1.65% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.71% | 0.82% | $35.6M | 406,002 | $41.9M | 450,895 | -44,893-9.96% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.71% | 0.18% | $35.6M | 252,406 | $9.4M | 64,822 | +187,584+289.38% | Add |
 BLACKROCK INC COMBLK |
| 0.69% | 0.78% | $34.3M | 37,385 | $39.8M | 43,230 | -5,845-13.52% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.68% | 0.69% | $33.8M | 45,278 | $35.4M | 54,404 | -9,126-16.77% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.68% | 0.56% | $33.8M | 111,466 | $28.8M | 111,899 | -433-0.39% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.67% | 0.6% | $33.6M | 132,112 | $30.7M | 125,643 | +6,469+5.15% | Add |
 CME GROUP INCCME |
| 0.67% | 0.89% | $33.5M | 159,681 | $45.7M | 162,478 | -2,797-1.72% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.67% | 0.12% | $33.5M | 73,641 | $6.1M | 18,084 | +55,557+307.22% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.66% | 0.78% | $32.9M | 819,386 | $39.9M | 840,198 | -20,812-2.48% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.65% | 0.57% | $32.6M | 599,944 | $29.1M | 625,930 | -25,986-4.15% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.63% | 0.7% | $31.4M | 33,613 | $35.7M | 35,842 | -2,229-6.22% | Reduce |
 CISCO SYS INCCSCO |
| 0.63% | 0.46% | $31.2M | 266,044 | $23.6M | 304,396 | -38,352-12.60% | Reduce |
 CASEYS GEN STORES INCCASY |
| 0.62% | 0.72% | $31.0M | 39,023 | $36.9M | 50,632 | -11,609-22.93% | Reduce |
 DONALDSON INCDCI |
| 0.62% | 0.58% | $30.9M | 358,083 | $29.6M | 363,710 | -5,627-1.55% | Reduce |
| DDECKERS OUTDOOR CORPSGVT |
| 0.61% | 0.59% | $30.4M | 323,708 | $30.5M | 323,249 | +459+0.14% | Add |
 LOWES COS INC COMLOW |
| 0.6% | 0.71% | $29.8M | 135,238 | $36.3M | 153,613 | -18,375-11.96% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.59% | 0.6% | $29.6M | 508,786 | $30.8M | 526,441 | -17,655-3.35% | Reduce |
