 APPLE INCAAPL |
| 6% | 5.4% | $8.4M | 33,214 | $10.9M | 36,971 | -3,757-10.16% | Reduce |
 MICROSOFT CORPMSFT |
| 4.07% | 3.06% | $5.7M | 36,335 | $6.1M | 38,979 | -2,644-6.78% | Reduce |
 PROCTER & GAMBLE COPG |
| 3.07% | 2.79% | $4.3M | 39,244 | $5.6M | 44,988 | -5,744-12.77% | Reduce |
 AMAZON COM INCAMZN |
| 2.65% | 1.9% | $3.7M | 1,914 | $3.8M | 2,065 | -151-7.31% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.48% | 1.86% | $3.5M | 19,067 | $3.7M | 16,504 | +2,563+15.53% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.47% | 2.1% | $3.5M | 76,398 | $4.2M | 92,256 | -15,858-17.19% | Reduce |
 TJX COS INC NEWTJX |
| 1.9% | 1.24% | $2.7M | 55,946 | $2.5M | 40,843 | +15,103+36.98% | Add |
 COLGATE PALMOLIVE COCL |
| 1.72% | 1.58% | $2.4M | 36,590 | $3.2M | 46,293 | -9,703-20.96% | Reduce |
 WALMART INCWMT |
| 1.58% | 2.23% | $2.2M | 19,592 | $4.5M | 37,699 | -18,107-48.03% | Reduce |
 HORMEL FOODS CORPHRL |
| 1.46% | 1.25% | $2.1M | 44,200 | $2.5M | 55,507 | -11,307-20.37% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.44% | 1.41% | $2.0M | 15,425 | $2.8M | 19,426 | -4,001-20.60% | Reduce |
| SSPLUNK INCORPORATEDSPLK |
| 1.43% | 1.29% | $2.0M | 15,982 | $2.6M | 17,344 | -1,362-7.85% | Reduce |
 CLOROX CO DELCLX |
| 1.41% | 1.23% | $2.0M | 11,449 | $2.5M | 16,090 | -4,641-28.84% | Reduce |
 GENERAL MILLS INC COMGIS |
| 1.37% | 1.18% | $1.9M | 36,562 | $2.4M | 44,268 | -7,706-17.41% | Reduce |
 DOLLAR GEN CORP NEWDG |
| 1.36% | 1.21% | $1.9M | 12,670 | $2.4M | 15,658 | -2,988-19.08% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.35% | 1.18% | $1.9M | 7 | $2.4M | 7 | 00.00% | Unchanged |
 THE CAMPBELLS COMPANYCPB |
| 1.32% | 1.34% | $1.9M | 40,179 | $2.7M | 54,660 | -14,481-26.49% | Reduce |
| KKELLANOVAK |
| 1.31% | 1.3% | $1.8M | 30,850 | $2.6M | 37,934 | -7,084-18.67% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.31% | 1.24% | $1.8M | 25,034 | $2.5M | 34,561 | -9,527-27.57% | Reduce |
 Coterra Energy IncCTRA |
| 1.3% | 1.09% | $1.8M | 106,555 | $2.2M | 125,889 | -19,334-15.36% | Reduce |
 MCCORMICK & CO INC COM NON VTGMKC |
| 1.26% | 1.26% | $1.8M | 12,567 | $2.5M | 14,926 | -2,359-15.80% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 1.25% | 1.25% | $1.8M | 13,721 | $2.5M | 18,300 | -4,579-25.02% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.23% | 1.23% | $1.7M | 31,070 | $2.5M | 38,629 | -7,559-19.57% | Reduce |
 HERSHEY CO COMHSY |
| 1.21% | 1.27% | $1.7M | 12,868 | $2.5M | 17,335 | -4,467-25.77% | Reduce |
 DOCUSIGN INCDOCU |
| 1.2% | 0.73% | $1.7M | 18,356 | $1.5M | 19,914 | -1,558-7.82% | Reduce |
| NNASDAQ INCNDAQ |
| 1.2% | 1.3% | $1.7M | 17,752 | $2.6M | 24,385 | -6,633-27.20% | Reduce |
 CHURCH & DWIGHTCHD |
| 1.18% | 1.23% | $1.7M | 25,864 | $2.5M | 35,093 | -9,229-26.30% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.16% | 1.19% | $1.6M | 5,385 | $2.4M | 6,950 | -1,565-22.52% | Reduce |
 STARBUCKS CORPSBUX |
| 1.15% | 1.3% | $1.6M | 24,584 | $2.6M | 29,847 | -5,263-17.63% | Reduce |
| TTYSON FOODS INCTSN |
| 1.14% | 1.32% | $1.6M | 27,682 | $2.6M | 29,087 | -1,405-4.83% | Reduce |
 MCDONALDS CORPMCD |
| 1.13% | 1.26% | $1.6M | 9,670 | $2.5M | 12,864 | -3,194-24.83% | Reduce |
 PEPSICO INCPEP |
| 1.13% | 1.26% | $1.6M | 13,210 | $2.5M | 18,509 | -5,299-28.63% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1.11% | 1.27% | $1.6M | 20,868 | $2.5M | 28,444 | -7,576-26.63% | Reduce |
 DOLLAR TREE INCDLTR |
| 1.08% | 0.21% | $1.5M | 20,762 | $427,000 | 4,548 | +16,214+356.51% | Add |
 AUTOZONE INCAZO |
| 1.06% | 1.16% | $1.5M | 1,769 | $2.3M | 1,960 | -191-9.74% | Reduce |
| OOMNICOM GROUP INCOMC |
| 1.04% | 1.19% | $1.5M | 26,689 | $2.4M | 29,430 | -2,741-9.31% | Reduce |
 NIKE INCNKE |
| 1.04% | 1.98% | $1.5M | 17,662 | $4.0M | 39,219 | -21,557-54.97% | Reduce |
 AFLAC INC COMAFL |
| 1.03% | 1.17% | $1.5M | 42,505 | $2.3M | 44,430 | -1,925-4.33% | Reduce |
| FFISERV INCFISV |
| 1.02% | 0.92% | $1.4M | 15,092 | $1.8M | 15,995 | -903-5.65% | Reduce |
| AABIOMED INCABMDEUR |
| 1% | 0.89% | $1.4M | 9,704 | $1.8M | 10,447 | -743-7.11% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.96% | 0.83% | $1.3M | 4,750 | $1.7M | 5,152 | -402-7.80% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.95% | 0.13% | $1.3M | 15,428 | $254,000 | 2,287 | +13,141+574.60% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.94% | 1.06% | $1.3M | 16,297 | $2.1M | 22,443 | -6,146-27.38% | Reduce |
| LLAMB WESTON HLDGS INCLW |
| 0.94% | 1.23% | $1.3M | 23,165 | $2.5M | 28,713 | -5,548-19.32% | Reduce |
| WWALGREENS BOOTS ALLIANCE INCWBA |
| 0.93% | — | $1.3M | 28,769 | $0 | 0 | +28,769 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.93% | 1.04% | $1.3M | 4,370 | $2.1M | 4,766 | -396-8.31% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.91% | 0.12% | $1.3M | 19,217 | $246,000 | 3,161 | +16,056+507.94% | Add |
 YUM BRANDS INC COMYUM |
| 0.91% | 1.1% | $1.3M | 18,612 | $2.2M | 21,926 | -3,314-15.11% | Reduce |
 BIOGEN INCBIIB |
| 0.9% | — | $1.3M | 4,025 | $0 | 0 | +4,025 | New Buy |
 WESTERN UN COWU |
| 0.9% | 1.06% | $1.3M | 70,064 | $2.1M | 79,215 | -9,151-11.55% | Reduce |
