 CORNING INCGLW |
| 12.58% | 10.42% | $26.9M | 105,350 | $19.2M | 140,950 | -35,600-25.26% | Reduce |
 APPLIED MATLS INCAMAT |
| 7.46% | 4.11% | $16.0M | 22,085 | $7.6M | 22,107 | -22-0.10% | Reduce |
 EATON CORP PLCETN |
| 7.29% | 7.12% | $15.6M | 36,619 | $13.1M | 36,619 | 00.00% | Unchanged |
 DEERE & CODE |
| 6.36% | 6.59% | $13.6M | 21,440 | $12.1M | 21,515 | -75-0.35% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 4.64% | 4.93% | $9.9M | 31,575 | $9.1M | 31,605 | -30-0.09% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 4.25% | 4.79% | $9.1M | 25,669 | $8.8M | 25,669 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 4.18% | 4.74% | $8.9M | 24,713 | $8.7M | 24,753 | -40-0.16% | Reduce |
 MERCK & CO INCMRK |
| 3.73% | 4.07% | $8.0M | 62,145 | $7.5M | 62,145 | 00.00% | Unchanged |
 PACCAR INCPCAR |
| 3.65% | 4.08% | $7.8M | 64,954 | $7.5M | 64,954 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 3.27% | 3.67% | $7.0M | 25,900 | $6.8M | 25,940 | -40-0.15% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.97% | 3.05% | $6.4M | 33,785 | $5.6M | 33,790 | -5-0.01% | Reduce |
 MCDONALDS CORPMCD |
| 2.87% | 3.84% | $6.1M | 22,685 | $7.1M | 22,690 | -5-0.02% | Reduce |
 US BANCORPUSB |
| 2.84% | 2.83% | $6.1M | 100,587 | $5.2M | 99,977 | +610+0.61% | Add |
 DUKE ENERGY CORP NEWDUK |
| 2.81% | 3.39% | $6.0M | 47,419 | $6.2M | 47,609 | -190-0.40% | Reduce |
 OTIS WORLDWIDEOTIS |
| 2.59% | — | $5.5M | 77,285 | $0 | 0 | +77,285 | New Buy |
 ANALOG DEVICES INC COMADI |
| 2.58% | 2.43% | $5.5M | 13,895 | $4.5M | 14,035 | -140-1.00% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 2.55% | 3.62% | $5.5M | 132,170 | $6.7M | 132,170 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.48% | 2.86% | $5.3M | 18,095 | $5.3M | 18,095 | 00.00% | Unchanged |
 MASCO CORPMAS |
| 2.21% | — | $4.7M | 58,055 | $0 | 0 | +58,055 | New Buy |
 CISCO SYS INCCSCO |
| 2.18% | 1.67% | $4.7M | 39,660 | $3.1M | 39,660 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 2.14% | 2.25% | $4.6M | 42,655 | $4.1M | 41,995 | +660+1.57% | Add |
| OOMNICOM GROUP INCOMC |
| 2.12% | 2.53% | $4.5M | 62,180 | $4.6M | 61,680 | +500+0.81% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.89% | 2.11% | $4.0M | 29,504 | $3.9M | 29,554 | -50-0.17% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.87% | 2.56% | $4.0M | 7,840 | $4.7M | 7,800 | +40+0.51% | Add |
 HERSHEY CO COMHSY |
| 1.71% | 2.32% | $3.7M | 20,865 | $4.3M | 20,505 | +360+1.76% | Add |
 EOG RES INCEOG |
| 1.21% | 1.57% | $2.6M | 19,910 | $2.9M | 19,910 | 00.00% | Unchanged |
 CLOROX CO DELCLX |
| 1.21% | 1.75% | $2.6M | 27,035 | $3.2M | 31,115 | -4,080-13.11% | Reduce |
 STAG INDUSTRIAL INCSTAG |
| 1.07% | 1.16% | $2.3M | 60,210 | $2.1M | 59,190 | +1,020+1.72% | Add |
 APPLE INCAAPL |
| 0.93% | 0.95% | $2.0M | 6,860 | $1.7M | 6,860 | 00.00% | Unchanged |
| AAMCOR PLCAMCR |
| 0.86% | 0.88% | $1.8M | 42,396 | $1.6M | 40,796 | +1,600+3.92% | Add |
 RTX CORPORATIONRTX |
| 0.76% | 0.9% | $1.6M | 8,593 | $1.7M | 8,593 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.52% | 0.69% | $1.1M | 8,220 | $1.3M | 8,220 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.23% | 0.23% | $481,667 | 645 | $419,469 | 645 | 00.00% | Unchanged |
