 NVIDIA CORPORATIONNVDA |
| 1.65% | 1.51% | $258.4M | 1.3M | $223.5M | 1.3M | +9,935+0.78% | Add |
 AMETEK INC COMAME |
| 1.34% | 1.34% | $210.0M | 867,913 | $199.1M | 928,813 | -60,900-6.56% | Reduce |
 NEWMONT CORPNEM |
| 1.24% | 1.61% | $194.8M | 2.1M | $238.8M | 2.2M | -121,000-5.48% | Reduce |
 MICROSOFT CORPMSFT |
| 1.16% | 1.24% | $181.0M | 485,297 | $183.0M | 494,391 | -9,094-1.84% | Reduce |
 NATIONAL FUEL GAS CONFG |
| 1.15% | 1.48% | $179.6M | 2.3M | $219.1M | 2.3M | -5,500-0.24% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.08% | 1.13% | $169.6M | 330,198 | $168.0M | 336,297 | -6,099-1.81% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 1.07% | 1% | $167.2M | 1.2M | $147.9M | 1.2M | -90,662-7.27% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.05% | 1.2% | $164.8M | 1.9M | $177.7M | 1.9M | -34,750-1.82% | Reduce |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1% | 0.85% | $157.2M | 391,228 | $125.6M | 390,862 | +366+0.09% | Add |
 DEERE & CODE |
| 0.99% | 0.94% | $155.2M | 244,624 | $138.7M | 246,165 | -1,541-0.63% | Reduce |
 CRANE COMPANYCR |
| 0.95% | 0.83% | $148.2M | 664,288 | $122.5M | 716,209 | -51,921-7.25% | Reduce |
 AMAZON COM INCAMZN |
| 0.94% | 0.86% | $146.4M | 614,277 | $128.1M | 614,887 | -610-0.10% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.93% | 0.9% | $145.9M | 431,392 | $133.3M | 440,542 | -9,150-2.08% | Reduce |
 GATX CORPGATX |
| 0.92% | 0.98% | $143.7M | 811,150 | $144.4M | 845,450 | -34,300-4.06% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.75% | $136.9M | 387,454 | $110.9M | 386,746 | +708+0.18% | Add |
| MMUELLER INDS INCMLI |
| 0.83% | 0.92% | $130.2M | 1.1M | $136.3M | 1.2M | -171,559-13.94% | Reduce |
 ELI LILLY & COLLY |
| 0.8% | 0.65% | $124.9M | 104,112 | $96.1M | 104,478 | -366-0.35% | Reduce |
 ALPHABET INCGOOGL |
| 0.79% | 0.67% | $123.0M | 344,078 | $99.1M | 344,643 | -565-0.16% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.73% | 0.81% | $114.2M | 535,799 | $120.1M | 548,285 | -12,486-2.28% | Reduce |
 APPLE INCAAPL |
| 0.71% | 0.72% | $111.3M | 384,577 | $107.1M | 421,859 | -37,282-8.84% | Reduce |
 GE AEROSPACEGE |
| 0.69% | 0.6% | $108.2M | 289,635 | $88.2M | 310,727 | -21,092-6.79% | Reduce |
 BROADCOM INCAVGO |
| 0.66% | 0.58% | $103.9M | 275,177 | $85.3M | 275,535 | -358-0.13% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.66% | 0.46% | $103.2M | 346,217 | $67.4M | 347,083 | -866-0.25% | Reduce |
 CATERPILLAR INCCAT |
| 0.65% | 0.5% | $102.4M | 96,182 | $74.8M | 105,532 | -9,350-8.86% | Reduce |
 LENNAR CORPLEN |
| 0.65% | <0.01% | $101.0M | 1.1M | $329,320 | 4,000 | +1.1M+28,355.00% | Add |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 0.64% | 0.73% | $100.9M | 5.0M | $107.6M | 5.2M | -166,950-3.21% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.61% | 0.62% | $95.9M | 128 | $91.9M | 128 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.61% | 0.65% | $95.4M | 169,299 | $96.7M | 169,007 | +292+0.17% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.6% | 0.64% | $94.6M | 1.0M | $95.5M | 1.0M | -7,500-0.73% | Reduce |
 Genuine Parts Co ComGPC |
| 0.6% | 0.49% | $94.4M | 800,050 | $73.1M | 691,700 | +108,350+15.66% | Add |
 JPMORGAN CHASE & COJPM |
| 0.6% | 0.59% | $93.4M | 285,292 | $87.5M | 297,483 | -12,191-4.10% | Reduce |
 TEXTRON INCTXT |
| 0.57% | 0.57% | $89.1M | 971,131 | $85.1M | 972,090 | -959-0.10% | Reduce |
 EVERGY INC COMEVRG |
| 0.56% | 0.58% | $87.9M | 1.0M | $85.3M | 1.0M | -23,926-2.30% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 0.56% | 0.41% | $87.7M | 507,030 | $61.3M | 522,336 | -15,306-2.93% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.56% | 0.73% | $87.1M | 636,890 | $107.6M | 634,390 | +2,500+0.39% | Add |
 ITT INCITT |
| 0.54% | 0.52% | $84.4M | 426,703 | $76.6M | 401,821 | +24,882+6.19% | Add |
 SOUTHWEST GAS HLDGS INCSWX |
| 0.54% | 0.57% | $84.3M | 950,843 | $84.0M | 966,089 | -15,246-1.58% | Reduce |
 FLOWSERVE CORPFLS |
| 0.52% | 0.54% | $81.8M | 1.1M | $80.3M | 1.1M | +9,810+0.90% | Add |
 GE VERNOVA INCGEV |
| 0.52% | 0.42% | $81.6M | 69,439 | $62.7M | 71,849 | -2,410-3.35% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.51% | 0.52% | $80.4M | 587,425 | $77.6M | 591,850 | -4,425-0.75% | Reduce |
 CNH INDL N VCNH |
| 0.51% | 0.53% | $79.7M | 7.1M | $77.9M | 7.1M | +11,866+0.17% | Add |
| KKKR & CO INC COMKKR |
| 0.48% | 0.67% | $74.9M | 816,347 | $98.8M | 1.1M | -251,700-23.57% | Reduce |
 AES CORP COMAES |
| 0.48% | 0.4% | $74.9M | 5.1M | $59.7M | 4.2M | +870,100+20.53% | Add |
 ONEOK INC NEWOKE |
| 0.47% | 0.52% | $73.8M | 848,375 | $76.5M | 846,675 | +1,700+0.20% | Add |
| HHERC HLDGS INCHRI |
| 0.46% | 0.33% | $71.7M | 500,251 | $49.0M | 492,563 | +7,688+1.56% | Add |
 CURTISS WRIGHT CORPCW |
| 0.46% | 0.44% | $71.2M | 94,009 | $64.5M | 94,662 | -653-0.69% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.45% | 0.62% | $70.4M | 424,912 | $92.5M | 447,012 | -22,100-4.94% | Reduce |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.44% | 0.32% | $68.7M | 749,347 | $47.7M | 768,226 | -18,879-2.46% | Reduce |
| WWEC ENERGY GROUP INC COMIDU |
| 0.44% | 0.46% | $68.2M | 584,270 | $67.8M | 585,370 | -1,100-0.19% | Reduce |
 VISA INCV |
| 0.43% | 0.4% | $67.2M | 195,929 | $59.6M | 197,350 | -1,421-0.72% | Reduce |
