 MERCK & CO INCMRK |
| 9.36% | 9.25% | $66.7M | 518,900 | $62.5M | 519,443 | -543-0.10% | Reduce |
 APPLE INCAAPL |
| 2.96% | 2.74% | $21.1M | 72,931 | $18.5M | 73,087 | -156-0.21% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.54% | 2.41% | $18.1M | 55,263 | $16.3M | 55,273 | -10-0.02% | Reduce |
 AUTOZONE INCAZO |
| 2.44% | 2.72% | $17.4M | 5,439 | $18.4M | 5,444 | -5-0.09% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.28% | 2.08% | $16.2M | 57,701 | $14.0M | 57,901 | -200-0.35% | Reduce |
 GE VERNOVA INCGEV |
| 2.18% | 1.76% | $15.5M | 13,196 | $11.9M | 13,608 | -412-3.03% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.76% | 1.66% | $12.5M | 37,050 | $11.2M | 37,075 | -25-0.07% | Reduce |
 ELI LILLY & COLLY |
| 1.59% | 1.32% | $11.3M | 9,442 | $8.9M | 9,667 | -225-2.33% | Reduce |
 ALPHABET INCGOOGL |
| 1.58% | 1.34% | $11.2M | 31,455 | $9.0M | 31,453 | +2+0.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.52% | 1.54% | $10.8M | 42,628 | $10.4M | 42,688 | -60-0.14% | Reduce |
 GE AEROSPACEGE |
| 1.52% | 1.22% | $10.8M | 28,948 | $8.2M | 28,948 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 1.46% | 1.41% | $10.4M | 72,663 | $9.5M | 72,580 | +83+0.11% | Add |
 WILLIAMS SONOMA INCWSM |
| 1.44% | 1.2% | $10.3M | 44,051 | $8.1M | 44,526 | -475-1.07% | Reduce |
 MICROSOFT CORPMSFT |
| 1.41% | 1.47% | $10.1M | 26,950 | $10.0M | 26,921 | +29+0.11% | Add |
 CORNING INCGLW |
| 1.34% | 0.98% | $9.5M | 37,362 | $6.6M | 48,482 | -11,120-22.94% | Reduce |
 WALMART INCWMT |
| 1.15% | 1.33% | $8.2M | 72,051 | $9.0M | 72,051 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 1.06% | 0.88% | $7.6M | 7,091 | $5.9M | 8,366 | -1,275-15.24% | Reduce |
 AFLAC INC COMAFL |
| 1.05% | 1.04% | $7.5M | 63,786 | $7.0M | 64,136 | -350-0.55% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.05% | 1.13% | $7.5M | 81,210 | $7.6M | 82,390 | -1,180-1.43% | Reduce |
 ABBVIE INCABBV |
| 1.01% | 0.77% | $7.2M | 28,539 | $5.2M | 23,869 | +4,670+19.57% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.98% | 1.15% | $7.0M | 75,710 | $7.8M | 83,010 | -7,300-8.79% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.95% | 0.41% | $6.8M | 7,000 | $2.7M | 7,000 | 00.00% | Unchanged |
 DONALDSON INCDCI |
| 0.91% | 0.87% | $6.5M | 72,000 | $5.9M | 69,290 | +2,710+3.91% | Add |
 AMAZON COM INCAMZN |
| 0.9% | 0.81% | $6.4M | 26,843 | $5.5M | 26,302 | +541+2.06% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.88% | 0.78% | $6.3M | 29,510 | $5.3M | 27,453 | +2,057+7.49% | Add |
 CISCO SYS INCCSCO |
| 0.8% | 0.56% | $5.7M | 48,744 | $3.8M | 48,744 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.79% | 0.75% | $5.6M | 34,553 | $5.1M | 34,793 | -240-0.69% | Reduce |
 CHUBB LIMITEDCB |
| 0.73% | 0.74% | $5.2M | 15,323 | $5.0M | 15,323 | 00.00% | Unchanged |
 CURTISS WRIGHT CORPCW |
| 0.65% | 0.62% | $4.6M | 6,082 | $4.2M | 6,107 | -25-0.41% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.64% | 0.72% | $4.6M | 79,233 | $4.8M | 79,698 | -465-0.58% | Reduce |
 ILLINOIS TOOLITW |
| 0.61% | 0.62% | $4.4M | 16,162 | $4.2M | 16,162 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.53% | $4.4M | 12,340 | $3.6M | 12,450 | -110-0.88% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.59% | 0.58% | $4.2M | 13,388 | $3.9M | 12,005 | +1,383+11.52% | Add |
| CCIGNA GROUPLIBD |
| 0.59% | 0.61% | $4.2M | 15,262 | $4.1M | 15,336 | -74-0.48% | Reduce |
 WASTE MGMT INC DELWM |
| 0.57% | 0.62% | $4.1M | 18,221 | $4.2M | 18,221 | 00.00% | Unchanged |
 VISA INCV |
| 0.57% | 0.52% | $4.1M | 11,829 | $3.5M | 11,547 | +282+2.44% | Add |
| DDYCOM INDS INCDY |
| 0.56% | 0.56% | $4.0M | 7,863 | $3.8M | 11,153 | -3,290-29.50% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.55% | 0.65% | $3.9M | 15,789 | $4.4M | 15,789 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 0.55% | 0.53% | $3.9M | 21,585 | $3.6M | 21,585 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 0.54% | 0.34% | $3.9M | 37,235 | $2.3M | 31,915 | +5,320+16.67% | Add |
| EEVERPURE INC CL AEVPR |
| 0.54% | 0.32% | $3.8M | 48,828 | $2.2M | 36,551 | +12,277+33.59% | Add |
 ILLUMINA INCILMN |
| 0.54% | 0.4% | $3.8M | 21,820 | $2.7M | 21,770 | +50+0.23% | Add |
 PROCTER & GAMBLE COPG |
| 0.54% | 0.56% | $3.8M | 26,052 | $3.8M | 26,052 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.54% | 0.58% | $3.8M | 20,115 | $3.9M | 20,169 | -54-0.27% | Reduce |
| QQUALCOMM INCQCOM |
| 0.51% | 0.36% | $3.6M | 19,602 | $2.4M | 18,677 | +925+4.95% | Add |
 AON PLC SHS CL AAON |
| 0.5% | 0.5% | $3.5M | 10,694 | $3.4M | 10,547 | +147+1.39% | Add |
 HARTFORD INSURANCEHIG |
| 0.5% | 0.55% | $3.5M | 26,633 | $3.7M | 27,588 | -955-3.46% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.5% | 0.66% | $3.5M | 21,267 | $4.4M | 21,409 | -142-0.66% | Reduce |
 COCA COLA COKO |
| 0.49% | 0.48% | $3.5M | 42,954 | $3.3M | 42,954 | 00.00% | Unchanged |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.49% | 0.31% | $3.5M | 77,201 | $2.1M | 87,126 | -9,925-11.39% | Reduce |
