 BROADCOM INCAVGO |
| 5.35% | 5.77% | $10.6M | 61,164 | $11.0M | 6,828 | +54,336+795.78% | Add |
 ARISTA NETWORKS INCANET |
| 3.98% | 4.11% | $7.8M | 20,431 | $7.8M | 22,275 | -1,844-8.28% | Reduce |
 AUTOZONE INCAZO |
| 3.47% | 3.56% | $6.8M | 2,170 | $6.8M | 2,283 | -113-4.95% | Reduce |
 ABBVIE INCABBV |
| 2.84% | 2.68% | $5.6M | 28,345 | $5.1M | 29,744 | -1,399-4.70% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 2.81% | 2.57% | $5.5M | 15,682 | $4.9M | 16,114 | -432-2.68% | Reduce |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 2.73% | 2.76% | $5.4M | 80,785 | $5.2M | 83,401 | -2,616-3.14% | Reduce |
 WASTE MGMT INC DELWM |
| 2.52% | 2.82% | $5.0M | 23,948 | $5.4M | 25,087 | -1,139-4.54% | Reduce |
 TEXAS INSTRS INCTXN |
| 2.51% | 2.55% | $5.0M | 24,000 | $4.8M | 24,868 | -868-3.49% | Reduce |
 LINCOLN ELEC HLDGS INCLECO |
| 2.38% | 2.46% | $4.7M | 24,467 | $4.7M | 24,833 | -366-1.47% | Reduce |
 ABBOTT LABORATORIESABT |
| 2.2% | 2.12% | $4.3M | 38,081 | $4.0M | 38,699 | -618-1.60% | Reduce |
| AANSYS INC COMANSS |
| 2.18% | 2.32% | $4.3M | 13,476 | $4.4M | 13,692 | -216-1.58% | Reduce |
 DEERE & CODE |
| 2.06% | 1.97% | $4.1M | 9,743 | $3.7M | 10,031 | -288-2.87% | Reduce |
 BROADRIDGE FINL SOLUTIONS INBR |
| 1.92% | 1.86% | $3.8M | 17,583 | $3.5M | 17,943 | -360-2.01% | Reduce |
 APTARGROUP INCATR |
| 1.91% | 1.79% | $3.8M | 23,557 | $3.4M | 24,105 | -548-2.27% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.82% | 1.85% | $3.6M | 20,672 | $3.5M | 21,280 | -608-2.86% | Reduce |
 META PLATFORMS INCMETA |
| 1.8% | 1.66% | $3.6M | 6,211 | $3.2M | 6,276 | -65-1.04% | Reduce |
 PALO ALTOPANW |
| 1.8% | 1.87% | $3.5M | 10,376 | $3.6M | 10,477 | -101-0.96% | Reduce |
 PEPSICO INCPEP |
| 1.79% | 1.84% | $3.5M | 20,753 | $3.5M | 21,236 | -483-2.27% | Reduce |
 CONOCOPHILLIPSCOP |
| 1.79% | 2.06% | $3.5M | 33,466 | $3.9M | 34,231 | -765-2.23% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.73% | 1.59% | $3.4M | 34,260 | $3.0M | 34,969 | -709-2.03% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 1.7% | 1.73% | $3.4M | 13,940 | $3.3M | 14,079 | -139-0.99% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.94% | $3.4M | 20,038 | $3.7M | 20,133 | -95-0.47% | Reduce |
 APPLE INCAAPL |
| 1.66% | 1.58% | $3.3M | 14,079 | $3.0M | 14,302 | -223-1.56% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.65% | 1.57% | $3.3M | 20,085 | $3.0M | 20,399 | -314-1.54% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 1.62% | 1.72% | $3.2M | 11,950 | $3.3M | 12,148 | -198-1.63% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.61% | 1.51% | $3.2M | 6,432 | $2.9M | 6,484 | -52-0.80% | Reduce |
 PHILLIPS 66PSX |
| 1.6% | 1.82% | $3.2M | 23,969 | $3.5M | 24,493 | -524-2.14% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.55% | 1.66% | $3.0M | 11,353 | $3.2M | 11,485 | -132-1.15% | Reduce |
 ECOLAB INCECL |
| 1.52% | 1.46% | $3.0M | 13,446 | $2.8M | 13,605 | -159-1.17% | Reduce |
| SSCHWAB USSCHA |
| 1.41% | 1.35% | $2.8M | 54,003 | $2.6M | 54,009 | -6-0.01% | Reduce |
 XYLEM INCXYL |
| 1.4% | 1.48% | $2.8M | 20,384 | $2.8M | 20,782 | -398-1.92% | Reduce |
 REVVITY INCRVTY |
| 1.36% | 1.18% | $2.7M | 20,940 | $2.2M | 21,328 | -388-1.82% | Reduce |
 MEDTRONIC PLCMDT |
| 1.2% | 1.1% | $2.4M | 26,314 | $2.1M | 26,549 | -235-0.89% | Reduce |
 CISCO SYS INCCSCO |
| 1.13% | 1.05% | $2.2M | 41,998 | $2.0M | 42,167 | -169-0.40% | Reduce |
 QUANTA SVCS INCPWR |
| 1.1% | 0.97% | $2.2M | 7,249 | $1.8M | 7,269 | -20-0.28% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 1.1% | 1.13% | $2.2M | 12,534 | $2.1M | 13,409 | -875-6.53% | Reduce |
 AKAMAI TECHNOLOGIES INCAKAM |
| 1.08% | 1.01% | $2.1M | 21,125 | $1.9M | 21,264 | -139-0.65% | Reduce |
| SSCHWAB STRATEGIC TRSCHF |
| 1.08% | 1.06% | $2.1M | 51,693 | $2.0M | 52,611 | -918-1.74% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 1.08% | 1.11% | $2.1M | 14,920 | $2.1M | 15,274 | -354-2.32% | Reduce |
 EATON CORP PLCETN |
| 1.07% | 1.05% | $2.1M | 6,362 | $2.0M | 6,390 | -28-0.44% | Reduce |
 MSCI INCMSCI |
| 1.06% | 0.91% | $2.1M | 3,569 | $1.7M | 3,583 | -14-0.39% | Reduce |
 ELI LILLY & COLLY |
| 1.02% | 1.23% | $2.0M | 2,276 | $2.3M | 2,577 | -301-11.68% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.99% | 0.87% | $2.0M | 19,009 | $1.7M | 18,900 | +109+0.58% | Add |
 BUNGE GLOBAL SABG |
| 0.95% | 1.12% | $1.9M | 19,363 | $2.1M | 19,989 | -626-3.13% | Reduce |
| VVANGUARD WORLD FDVFH |
| 0.92% | 0.9% | $1.8M | 16,580 | $1.7M | 17,048 | -468-2.75% | Reduce |
 EOG RES INCEOG |
| 0.89% | 0.93% | $1.8M | 14,347 | $1.8M | 14,088 | +259+1.84% | Add |
 ZSCALER INCZS |
| 0.8% | 0.93% | $1.6M | 9,233 | $1.8M | 9,225 | +8+0.09% | Add |
 MICROSOFT CORPMSFT |
| 0.76% | 0.85% | $1.5M | 3,486 | $1.6M | 3,630 | -144-3.97% | Reduce |
 NOVO-NORDISK A SNVO |
| 0.67% | 0.86% | $1.3M | 11,050 | $1.6M | 11,475 | -425-3.70% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.64% | 0.6% | $1.3M | 15,034 | $1.1M | 14,761 | +273+1.85% | Add |
