 KLA CORPKLAC |
| 2.36% | 1.75% | $9.5M | 31,561 | $6.6M | 4,504 | +27,057+600.73% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.21% | 1.36% | $8.9M | 7,745 | $5.2M | 15,250 | -7,505-49.21% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 1.84% | 1.77% | $7.5M | 51,572 | $6.7M | 56,795 | -5,223-9.20% | Reduce |
 CISCO SYS INCCSCO |
| 1.83% | 1.76% | $7.4M | 62,823 | $6.7M | 86,090 | -23,267-27.03% | Reduce |
 CUMMINS INCCMI |
| 1.81% | 1.6% | $7.3M | 10,279 | $6.1M | 11,280 | -1,001-8.87% | Reduce |
 APPLE INCAAPL |
| 1.79% | 1.71% | $7.3M | 25,069 | $6.5M | 25,630 | -561-2.19% | Reduce |
 ALPHABET INCGOOGL |
| 1.79% | 1.65% | $7.2M | 20,280 | $6.3M | 21,763 | -1,483-6.81% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.76% | 1.7% | $7.1M | 35,485 | $6.5M | 37,010 | -1,525-4.12% | Reduce |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.74% | 1.8% | $7.0M | 113,888 | $6.9M | 117,210 | -3,322-2.83% | Reduce |
 MSC INDL DIRECT INCMSM |
| 1.72% | 1.46% | $7.0M | 58,513 | $5.5M | 60,016 | -1,503-2.50% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.7% | 1.64% | $6.9M | 20,934 | $6.2M | 21,208 | -274-1.29% | Reduce |
 ALLSTATE CORPALL |
| 1.69% | 1.57% | $6.9M | 28,797 | $6.0M | 28,833 | -36-0.12% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.69% | 1.76% | $6.8M | 26,840 | $6.7M | 27,420 | -580-2.12% | Reduce |
 MERCK & CO INCMRK |
| 1.67% | 1.69% | $6.8M | 52,582 | $6.4M | 53,452 | -870-1.63% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.65% | 1.94% | $6.7M | 76,159 | $7.4M | 79,530 | -3,371-4.24% | Reduce |
 AMAZON COM INCAMZN |
| 1.63% | 1.55% | $6.6M | 27,711 | $5.9M | 28,277 | -566-2.00% | Reduce |
 PINNACLE WEST CAP CORPPNW |
| 1.62% | 1.63% | $6.5M | 61,086 | $6.2M | 61,511 | -425-0.69% | Reduce |
 RTX CORPORATIONRTX |
| 1.57% | 1.72% | $6.4M | 33,547 | $6.5M | 33,860 | -313-0.92% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.57% | 1.61% | $6.4M | 43,559 | $6.1M | 46,785 | -3,226-6.90% | Reduce |
 NUCOR CORPNUE |
| 1.55% | 1.35% | $6.3M | 28,206 | $5.1M | 30,283 | -2,077-6.86% | Reduce |
 AMGEN INC COMAMGN |
| 1.55% | 1.6% | $6.2M | 17,255 | $6.1M | 17,297 | -42-0.24% | Reduce |
 CSX CORPCSX |
| 1.53% | 1.44% | $6.2M | 130,134 | $5.5M | 133,082 | -2,948-2.22% | Reduce |
 VISA INCV |
| 1.51% | 1.42% | $6.1M | 17,845 | $5.4M | 17,795 | +50+0.28% | Add |
 CVS HEALTH CORPCVS |
| 1.51% | 1.13% | $6.1M | 58,820 | $4.3M | 59,543 | -723-1.21% | Reduce |
 EOG RES INCEOG |
| 1.48% | 1.75% | $6.0M | 46,162 | $6.6M | 45,922 | +240+0.52% | Add |
| QQUALCOMM INCQCOM |
| 1.45% | 1.11% | $5.9M | 31,731 | $4.2M | 32,696 | -965-2.95% | Reduce |
 METLIFE INC COMMET |
| 1.45% | 1.28% | $5.9M | 69,202 | $4.9M | 68,759 | +443+0.64% | Add |
 ONEOK INC NEWOKE |
| 1.43% | — | $5.8M | 66,466 | $0 | 0 | +66,466 | New Buy |
| SSELECT SECTOR SPDR TRXLK |
| 1.42% | 1.14% | $5.8M | 30,210 | $4.3M | 32,460 | -2,250-6.93% | Reduce |
 BERKLEY W R CORPWRB |
| 1.4% | 1.38% | $5.7M | 80,208 | $5.3M | 79,291 | +917+1.16% | Add |
 CHEVRON CORPORATIONCVX |
| 1.4% | 1.87% | $5.7M | 34,105 | $7.1M | 34,311 | -206-0.60% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.38% | 1.03% | $5.6M | 34,132 | $3.9M | 34,027 | +105+0.31% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.35% | 1.67% | $5.5M | 10,740 | $6.3M | 10,496 | +244+2.32% | Add |
 MCKESSON CORP COMMCK |
| 1.34% | 1.61% | $5.4M | 7,150 | $6.1M | 7,081 | +69+0.97% | Add |
 BP PLC SPONSORED ADRBP |
| 1.32% | 1.86% | $5.3M | 144,240 | $7.1M | 150,500 | -6,260-4.16% | Reduce |
 MCDONALDS CORPMCD |
| 1.3% | 1.55% | $5.3M | 19,429 | $5.9M | 18,946 | +483+2.55% | Add |
 REALTY INCOME CORP COMO |
| 1.3% | 1.31% | $5.2M | 84,716 | $5.0M | 81,251 | +3,465+4.26% | Add |
 MICROSOFT CORPMSFT |
| 1.29% | 1.33% | $5.2M | 13,991 | $5.1M | 13,652 | +339+2.48% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.29% | 1.26% | $5.2M | 86,756 | $4.8M | 84,002 | +2,754+3.28% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 1.29% | 1.32% | $5.2M | 68,127 | $5.0M | 69,101 | -974-1.41% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.28% | 1.59% | $5.2M | 122,165 | $6.0M | 120,078 | +2,087+1.74% | Add |
| BBARRICK MNG CORPGOLD |
| 1.27% | 1.47% | $5.1M | 139,673 | $5.6M | 136,858 | +2,815+2.06% | Add |
 LOWES COS INC COMLOW |
| 1.24% | 1.36% | $5.0M | 22,747 | $5.2M | 21,941 | +806+3.67% | Add |
 Genuine Parts Co ComGPC |
| 1.23% | 1.12% | $5.0M | 42,166 | $4.3M | 40,259 | +1,907+4.74% | Add |
 HERSHEY CO COMHSY |
| 1.18% | 1.43% | $4.8M | 27,128 | $5.4M | 26,075 | +1,053+4.04% | Add |
 KENVUE INC COMKVUE |
| 1.18% | 1.04% | $4.8M | 248,588 | $4.0M | 229,961 | +18,627+8.10% | Add |
 MEDTRONIC PLCMDT |
| 1.11% | 1.33% | $4.5M | 57,496 | $5.1M | 58,314 | -818-1.40% | Reduce |
 PEPSICO INCPEP |
| 1.07% | 1.27% | $4.3M | 32,053 | $4.8M | 30,957 | +1,096+3.54% | Add |
 META PLATFORMS INCMETA |
| 1.05% | 0.86% | $4.2M | 7,505 | $3.3M | 5,710 | +1,795+31.44% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 1.03% | 0.99% | $4.2M | 10,020 | $3.8M | 8,693 | +1,327+15.27% | Add |
