 AMGEN INC COMAMGN |
| 8.5% | 8.75% | $13.5M | 37,380 | $13.4M | 37,960 | -580-1.53% | Reduce |
 S&P GLOBAL INCSPGI |
| 6.16% | 6.88% | $9.8M | 24,098 | $10.5M | 24,703 | -605-2.45% | Reduce |
 MERCK & CO INCMRK |
| 5.76% | 5.67% | $9.2M | 71,350 | $8.7M | 72,015 | -665-0.92% | Reduce |
 DISNEY WALT CODIS |
| 4.85% | 5.15% | $7.7M | 80,326 | $7.9M | 81,606 | -1,280-1.57% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 4.73% | 5.47% | $7.5M | 306,581 | $8.3M | 290,630 | +15,951+5.49% | Add |
| NNASDAQ INCNDAQ |
| 4.28% | 4.88% | $6.8M | 86,482 | $7.4M | 87,742 | -1,260-1.44% | Reduce |
 NOVO-NORDISK A SNVO |
| 3.67% | 2.93% | $5.9M | 122,031 | $4.5M | 121,875 | +156+0.13% | Add |
 PFIZER INCPFE |
| 3.66% | 4.5% | $5.8M | 242,134 | $6.9M | 244,914 | -2,780-1.14% | Reduce |
 SYNCHRONY FINANCIAL COMSYF |
| 3.54% | 3.33% | $5.6M | 74,042 | $5.1M | 74,682 | -640-0.86% | Reduce |
 ZIMMER BIOMET HOLDINGS INCZBH |
| 3.29% | 2.2% | $5.2M | 60,881 | $3.4M | 37,172 | +23,709+63.78% | Add |
| BBEAZER HOMES USA INCBZH |
| 3.02% | 2.02% | $4.8M | 171,285 | $3.1M | 160,340 | +10,945+6.83% | Add |
| CCITIGROUP INCC |
| 2.73% | 2.47% | $4.4M | 31,103 | $3.8M | 33,293 | -2,190-6.58% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 2.59% | 2.88% | $4.1M | 71,646 | $4.4M | 72,431 | -785-1.08% | Reduce |
| BBLOCK H & R INCHRB |
| 2.54% | 1.39% | $4.1M | 106,396 | $2.1M | 66,901 | +39,495+59.03% | Add |
 ABBVIE INCABBV |
| 2.45% | 2.21% | $3.9M | 15,475 | $3.4M | 15,480 | -5-0.03% | Reduce |
 MEDTRONIC PLCMDT |
| 2.37% | 2.75% | $3.8M | 48,245 | $4.2M | 48,530 | -285-0.59% | Reduce |
 KRAFT HEINZ CO COMKHC |
| 2.15% | 1.69% | $3.4M | 145,231 | $2.6M | 114,955 | +30,276+26.34% | Add |
 ALPHABET INCGOOGL |
| 2.13% | 2.38% | $3.4M | 9,508 | $3.6M | 12,622 | -3,114-24.67% | Reduce |
 M/I HOMES INCMHO |
| 2.11% | 1.69% | $3.4M | 20,932 | $2.6M | 21,052 | -120-0.57% | Reduce |
 CONCENTRIX CORPCNXC |
| 2.03% | 2.43% | $3.2M | 144,589 | $3.7M | 135,501 | +9,088+6.71% | Add |
 POLARIS INCPII |
| 1.92% | 1.61% | $3.1M | 44,721 | $2.5M | 45,181 | -460-1.02% | Reduce |
| GGARMIN LTD SHSGRMN |
| 1.91% | 2.05% | $3.0M | 12,781 | $3.1M | 13,514 | -733-5.42% | Reduce |
 MICROSOFT CORPMSFT |
| 1.5% | 1.57% | $2.4M | 6,415 | $2.4M | 6,488 | -73-1.13% | Reduce |
 FIRST MERCHANTS CORPFRME |
| 1.5% | 1.48% | $2.4M | 54,531 | $2.3M | 58,496 | -3,965-6.78% | Reduce |
 KENVUE INC COMKVUE |
| 1.48% | 1.39% | $2.4M | 123,046 | $2.1M | 123,236 | -190-0.15% | Reduce |
| AAT&T INCT |
| 1.48% | 2.17% | $2.4M | 113,547 | $3.3M | 114,207 | -660-0.58% | Reduce |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 1.31% | 1.21% | $2.1M | 139,740 | $1.9M | 140,670 | -930-0.66% | Reduce |
 SMUCKER J M COSJM |
| 0.98% | 0.81% | $1.6M | 13,829 | $1.2M | 12,884 | +945+7.33% | Add |
| RRIMINI STR INC DEL COMRMNI |
| 0.91% | 0.74% | $1.5M | 342,003 | $1.1M | 344,403 | -2,400-0.70% | Reduce |
 MOODYS CORPMCO |
| 0.9% | 0.9% | $1.4M | 3,149 | $1.4M | 3,149 | 00.00% | Unchanged |
 JEFFERIES FINANCIAL GROUP INJEF |
| 0.81% | 0.7% | $1.3M | 25,808 | $1.1M | 25,908 | -100-0.39% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 0.78% | 0.82% | $1.2M | 5,346 | $1.2M | 6,832 | -1,486-21.75% | Reduce |
 VISA INCV |
| 0.78% | 0.72% | $1.2M | 3,611 | $1.1M | 3,631 | -20-0.55% | Reduce |
 HOMETRUST BANCSHARES INC COMHTB |
| 0.75% | 0.67% | $1.2M | 24,044 | $1.0M | 24,044 | 00.00% | Unchanged |
 CHARTER COMMUNICATIONSCHTR |
| 0.74% | 1.17% | $1.2M | 8,244 | $1.8M | 8,244 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 0.72% | 0.73% | $1.2M | 13,928 | $1.1M | 13,928 | 00.00% | Unchanged |
 DELUXE CORP MEDIUM TERM NTSDLX |
| 0.69% | 0.83% | $1.1M | 45,808 | $1.3M | 45,808 | 00.00% | Unchanged |
| AATKORE INCATKR |
| 0.67% | 0.54% | $1.1M | 13,967 | $822,796 | 13,967 | 00.00% | Unchanged |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.61% | 0.82% | $978,971 | 7,952 | $1.3M | 7,952 | 00.00% | Unchanged |
| IINNOSPEC INCIOSP |
| 0.61% | 0.57% | $974,564 | 11,974 | $874,341 | 11,974 | 00.00% | Unchanged |
 MERCANTILE BK CORPMBWM |
| 0.61% | 0.56% | $971,834 | 16,925 | $854,713 | 16,925 | 00.00% | Unchanged |
 1ST FINL BANCORPFFBC |
| 0.59% | 0.5% | $932,219 | 27,556 | $768,261 | 27,556 | 00.00% | Unchanged |
 SERVICE CORP INTLSCI |
| 0.48% | 0.55% | $767,576 | 10,105 | $833,764 | 10,105 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.47% | 0.48% | $754,992 | 1,470 | $734,500 | 1,470 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.43% | 0.46% | $683,834 | 1,214 | $703,148 | 1,229 | -15-1.22% | Reduce |
 ANHEUSER BUSCH INBEV SA NV SPONSORED ADRBUD |
| 0.38% | 0.57% | $610,666 | 7,411 | $875,796 | 12,625 | -5,214-41.30% | Reduce |
 NOVARTIS AGNVS |
| 0.33% | 0.34% | $531,594 | 3,392 | $518,128 | 3,392 | 00.00% | Unchanged |
| HHOYNE BANCORP INCHYNE |
| 0.33% | 0.3% | $528,231 | 31,555 | $456,601 | 31,555 | 00.00% | Unchanged |
 WHIRLPOOL CORP COMWHR |
| 0.3% | 0.43% | $479,268 | 12,158 | $663,270 | 12,301 | -143-1.16% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.28% | 0.27% | $452,799 | 2,257 | $413,934 | 2,269 | -12-0.53% | Reduce |
