 APPLE INCAAPL |
| 9.78% | 9.7% | $23.6M | 81,437 | $20.8M | 81,820 | -383-0.47% | Reduce |
 LAM RESEARCH CORPLRCX |
| 5.55% | 3.1% | $13.4M | 30,872 | $6.6M | 31,072 | -200-0.64% | Reduce |
 EATON CORP PLCETN |
| 4.41% | 4.34% | $10.6M | 24,957 | $9.3M | 25,962 | -1,005-3.87% | Reduce |
 BROADCOM INCAVGO |
| 4.27% | 3.98% | $10.3M | 27,225 | $8.5M | 27,562 | -337-1.22% | Reduce |
 CUMMINS INCCMI |
| 4.03% | 3.42% | $9.7M | 13,607 | $7.3M | 13,607 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.96% | 3.08% | $7.1M | 35,682 | $6.6M | 37,771 | -2,089-5.53% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 2.76% | 3.23% | $6.7M | 6,799 | $6.9M | 7,724 | -925-11.98% | Reduce |
 PALO ALTOPANW |
| 2.55% | 1.37% | $6.2M | 18,051 | $2.9M | 18,251 | -200-1.10% | Reduce |
 WASTE MGMT INC DELWM |
| 2.15% | 2.51% | $5.2M | 23,260 | $5.4M | 23,390 | -130-0.56% | Reduce |
 ALPHABET INCGOOGL |
| 2.14% | 1.94% | $5.2M | 14,459 | $4.2M | 14,459 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 1.82% | 2.01% | $4.4M | 29,892 | $4.3M | 29,842 | +50+0.17% | Add |
 CATERPILLAR INCCAT |
| 1.79% | 1.37% | $4.3M | 4,050 | $2.9M | 4,150 | -100-2.41% | Reduce |
 RTX CORPORATIONRTX |
| 1.76% | 2.05% | $4.2M | 22,362 | $4.4M | 22,712 | -350-1.54% | Reduce |
 PEPSICO INCPEP |
| 1.63% | 2.11% | $3.9M | 28,980 | $4.5M | 29,120 | -140-0.48% | Reduce |
| WWD 40 COWDFC |
| 1.62% | 1.54% | $3.9M | 16,012 | $3.3M | 16,202 | -190-1.17% | Reduce |
| RREGAL REXNORD CORPORATION COMRRX |
| 1.6% | 1.41% | $3.8M | 16,155 | $3.0M | 16,155 | 00.00% | Unchanged |
 DEERE & CODE |
| 1.43% | 1.43% | $3.4M | 5,435 | $3.1M | 5,435 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.36% | 1.9% | $3.3M | 23,950 | $4.1M | 23,970 | -20-0.08% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.35% | 1.46% | $3.2M | 12,768 | $3.1M | 12,768 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 1.32% | 1.49% | $3.2M | 8,545 | $3.2M | 8,623 | -78-0.90% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.29% | 1.54% | $3.1M | 3,312 | $3.3M | 3,314 | -2-0.06% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.19% | 1.17% | $2.9M | 10,235 | $2.5M | 10,336 | -101-0.98% | Reduce |
 ELI LILLY & COLLY |
| 1.18% | 1.02% | $2.8M | 2,367 | $2.2M | 2,367 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 1.13% | 0.98% | $2.7M | 3,689 | $2.1M | 3,647 | +42+1.15% | Add |
 EMERSON ELEC COEMR |
| 1.03% | 1.08% | $2.5M | 17,352 | $2.3M | 17,722 | -370-2.09% | Reduce |
 CLOROX CO DELCLX |
| 1.03% | 1.15% | $2.5M | 26,025 | $2.5M | 23,768 | +2,257+9.50% | Add |
 ABBVIE INCABBV |
| 1.02% | 1% | $2.5M | 9,800 | $2.1M | 9,834 | -34-0.35% | Reduce |
 CHURCH & DWIGHTCHD |
| 0.93% | 1.01% | $2.2M | 23,200 | $2.2M | 23,200 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.93% | 1.01% | $2.2M | 4,352 | $2.2M | 4,346 | +6+0.14% | Add |
 COCA COLA COKO |
| 0.9% | 0.96% | $2.2M | 26,755 | $2.1M | 26,975 | -220-0.82% | Reduce |
 DISNEY WALT CODIS |
| 0.89% | 1.01% | $2.1M | 22,280 | $2.2M | 22,480 | -200-0.89% | Reduce |
 SONOCO PRODS COSON |
| 0.79% | 0.87% | $1.9M | 33,932 | $1.9M | 34,532 | -600-1.74% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.75% | 1% | $1.8M | 3,533 | $2.1M | 3,533 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.74% | 0.65% | $1.8M | 2,391 | $1.4M | 2,141 | +250+11.68% | Add |
 JPMORGAN CHASE & COJPM |
| 0.73% | 0.74% | $1.8M | 5,378 | $1.6M | 5,378 | 00.00% | Unchanged |
 TRANE TECHNOLOGIES PLCTT |
| 0.72% | 0.69% | $1.7M | 3,550 | $1.5M | 3,550 | 00.00% | Unchanged |
 HERSHEY CO COMHSY |
| 0.72% | 0.96% | $1.7M | 9,927 | $2.1M | 9,927 | 00.00% | Unchanged |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.72% | 0.78% | $1.7M | 28,960 | $1.7M | 29,136 | -176-0.60% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.72% | 0.68% | $1.7M | 1,710 | $1.4M | 1,710 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.72% | 0.86% | $1.7M | 7,822 | $1.8M | 7,802 | +20+0.26% | Add |
| PPINNACLE FINL PARTNERS INCPNFP |
| 0.72% | 0.7% | $1.7M | 17,095 | $1.5M | 17,295 | -200-1.16% | Reduce |
 HOME DEPOT INCHD |
| 0.69% | 0.7% | $1.7M | 4,732 | $1.5M | 4,574 | +158+3.45% | Add |
| QQUALCOMM INCQCOM |
| 0.68% | 0.78% | $1.6M | 8,833 | $1.7M | 12,993 | -4,160-32.02% | Reduce |
 BLACKROCK INC COMBLK |
| 0.66% | 0.75% | $1.6M | 1,650 | $1.6M | 1,660 | -10-0.60% | Reduce |
 BOEING COBA |
| 0.63% | 0.65% | $1.5M | 7,032 | $1.4M | 7,032 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.62% | 0.65% | $1.5M | 9,262 | $1.4M | 9,522 | -260-2.73% | Reduce |
 MCDONALDS CORPMCD |
| 0.6% | 0.8% | $1.4M | 5,313 | $1.7M | 5,513 | -200-3.63% | Reduce |
 CHUBB LIMITEDCB |
| 0.59% | 0.64% | $1.4M | 4,190 | $1.4M | 4,190 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.59% | 0.71% | $1.4M | 24,722 | $1.5M | 25,122 | -400-1.59% | Reduce |
 AMAZON COM INCAMZN |
| 0.57% | 0.57% | $1.4M | 5,715 | $1.2M | 5,815 | -100-1.72% | Reduce |
