 CORNING INCGLW |
| 4.69% | 3.18% | $822.5M | 3.2M | $516.1M | 3.8M | -575,518-15.16% | Reduce |
 APPLE INCAAPL |
| 3.63% | 3.55% | $636.4M | 2.2M | $576.1M | 2.3M | -70,677-3.11% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.03% | 3.2% | $531.7M | 1.1M | $518.6M | 1.1M | -19,722-1.82% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 2.97% | 3.01% | $520.0M | 1.7M | $488.0M | 1.7M | -47,306-2.78% | Reduce |
 DOMINION ENERGY INCD |
| 2.66% | 2.64% | $466.7M | 6.8M | $429.2M | 6.9M | -109,402-1.58% | Reduce |
 TEXAS INSTRS INCTXN |
| 2.63% | 2.09% | $461.7M | 1.5M | $339.0M | 1.7M | -197,248-11.30% | Reduce |
| EENTEGRIS INCENTG |
| 2.55% | 2.14% | $447.8M | 2.5M | $346.5M | 3.0M | -464,844-15.73% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.24% | 2.42% | $393.6M | 1.5M | $392.2M | 1.6M | -54,542-3.40% | Reduce |
| NNEWMARKET CORPNEU |
| 2.2% | 1.82% | $386.5M | 488,482 | $295.5M | 461,027 | +27,455+5.96% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.14% | 2.36% | $375.6M | 1.3M | $382.5M | 1.3M | -35,587-2.70% | Reduce |
 BLACKROCK INC COMBLK |
| 2.1% | 2.34% | $368.4M | 383,099 | $380.5M | 395,591 | -12,492-3.16% | Reduce |
 CISCO SYS INCCSCO |
| 2.07% | 1.52% | $362.3M | 3.1M | $246.5M | 3.2M | -92,455-2.91% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 2.01% | 2.15% | $353.3M | 2.4M | $349.0M | 2.5M | -120,976-4.76% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 2.01% | 2.06% | $353.1M | 2.0M | $334.0M | 2.0M | -68,405-3.39% | Reduce |
 CUMMINS INCCMI |
| 2% | 1.69% | $351.3M | 492,548 | $273.8M | 508,834 | -16,286-3.20% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.93% | 1.95% | $338.4M | 1.5M | $316.0M | 1.6M | -45,373-2.85% | Reduce |
 CINCINNATI FINL CORP COMCINF |
| 1.92% | 1.83% | $336.4M | 1.8M | $297.0M | 1.9M | -70,423-3.73% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.82% | 2.07% | $318.6M | 3.5M | $335.4M | 3.6M | -116,476-3.26% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1.82% | 0.49% | $318.6M | 1.5M | $79.0M | 360,886 | +1.1M+314.25% | Add |
 CHEVRON CORPORATIONCVX |
| 1.73% | 2.41% | $302.9M | 1.8M | $391.5M | 1.9M | -64,646-3.42% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 1.68% | 1.45% | $295.1M | 3.8M | $234.9M | 3.2M | +586,750+18.46% | Add |
 DOLLAR TREE INCDLTR |
| 1.52% | 1.55% | $266.5M | 2.2M | $251.9M | 2.3M | -97,051-4.22% | Reduce |
 LOWES COS INC COMLOW |
| 1.51% | 1.8% | $264.5M | 1.2M | $292.9M | 1.2M | -40,083-3.23% | Reduce |
 ARMSTRONG WORLD INDS INC NEWAWI |
| 1.5% | 1.75% | $263.8M | 1.6M | $284.0M | 1.7M | -78,960-4.58% | Reduce |
 CHUBB LIMITEDCB |
| 1.44% | 1.53% | $251.9M | 739,329 | $248.6M | 762,617 | -23,288-3.05% | Reduce |
 ALTRIA GROUP INCMO |
| 1.42% | 1.46% | $249.2M | 3.5M | $237.1M | 3.6M | -128,238-3.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.37% | 1.32% | $240.9M | 681,915 | $214.4M | 747,417 | -65,502-8.76% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.35% | 0.87% | $236.6M | 569,127 | $141.8M | 524,146 | +44,981+8.58% | Add |
 MICROSOFT CORPMSFT |
| 1.32% | 1.46% | $231.0M | 619,232 | $236.5M | 638,980 | -19,748-3.09% | Reduce |
 STARBUCKS CORPSBUX |
| 1.28% | 1.25% | $224.0M | 2.2M | $203.2M | 2.3M | -75,624-3.33% | Reduce |
 CHURCHILL DOWNS INCCHDN |
| 1.26% | 1.44% | $220.9M | 2.5M | $233.0M | 2.6M | -129,294-4.98% | Reduce |
| FFASTENAL CO COMFAST |
| 1.24% | 1.34% | $218.0M | 4.5M | $217.8M | 4.7M | -154,740-3.30% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.24% | 1.45% | $217.7M | 621,965 | $235.2M | 833,037 | -211,072-25.34% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1.22% | 1.92% | $213.6M | 1.1M | $311.4M | 1.5M | -430,125-28.87% | Reduce |
 COOPER COS INCCOO |
| 1.18% | 0.99% | $207.8M | 2.9M | $160.0M | 2.2M | +660,930+29.54% | Add |
 ALLISON TRANSMISSION HLDGS IALSN |
| 1.17% | 1.37% | $205.7M | 1.8M | $223.0M | 1.9M | -80,692-4.24% | Reduce |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.15% | 1.16% | $202.5M | 935,031 | $188.5M | 964,653 | -29,622-3.07% | Reduce |
 M & T BK CORPMTB |
| 1.15% | 1.12% | $201.2M | 845,405 | $182.5M | 882,721 | -37,316-4.23% | Reduce |
 UNIFIRST CORP MASSUNF |
| 1.12% | 1.2% | $195.8M | 740,213 | $195.1M | 775,264 | -35,051-4.52% | Reduce |
| MMOELIS & COMC |
| 1.04% | 1.02% | $182.6M | 2.8M | $165.5M | 2.9M | -112,748-3.88% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 1% | 1.5% | $175.4M | 344,289 | $243.3M | 356,554 | -12,265-3.44% | Reduce |
 ALLY FINL INCALLY |
| 0.98% | 0.94% | $171.8M | 3.7M | $153.2M | 3.9M | -164,978-4.22% | Reduce |
 VULCAN MATLS COVMC |
| 0.94% | 0.98% | $165.3M | 560,475 | $159.3M | 584,971 | -24,496-4.19% | Reduce |
 LENNOX INTL INCLII |
| 0.89% | 0.81% | $155.8M | 271,899 | $131.8M | 283,923 | -12,024-4.23% | Reduce |
 BRUKER CORPBRKR |
| 0.85% | 0.58% | $149.3M | 2.5M | $93.3M | 2.6M | -103,672-4.01% | Reduce |
 RESTAURANT BRANDS INTL INCQSR |
| 0.81% | 0.91% | $142.2M | 2.0M | $148.0M | 2.0M | -41,590-2.08% | Reduce |
 BALL CORPBALL |
| 0.78% | 0.83% | $136.1M | 2.2M | $134.6M | 2.3M | -96,501-4.24% | Reduce |
 STERIS PLCSTE |
| 0.77% | 0.91% | $135.1M | 641,604 | $148.3M | 670,852 | -29,248-4.36% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.74% | 0.77% | $130.4M | 1.3M | $124.7M | 1.4M | -27,717-2.05% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 0.73% | 0.83% | $128.5M | 953,764 | $134.8M | 995,446 | -41,682-4.19% | Reduce |
