 APPLIED MATLS INCAMAT |
| 2.04% | 1.21% | $194.4M | 268,892 | $100.6M | 294,220 | -25,328-8.61% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.75% | 1.21% | $166.6M | 384,415 | $100.9M | 472,416 | -88,001-18.63% | Reduce |
 KLA CORPKLAC |
| 1.67% | 1.02% | $158.8M | 526,414 | $84.5M | 57,410 | +469,004+816.94% | Add |
| MMUELLER INDS INCMLI |
| 1.6% | 0.85% | $152.7M | 1.2M | $70.4M | 635,100 | +607,420+95.64% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.49% | 1.47% | $142.0M | 709,640 | $122.7M | 703,754 | +5,886+0.84% | Add |
 CHUBB LIMITEDCB |
| 1.45% | 1.6% | $137.8M | 404,449 | $133.3M | 409,060 | -4,611-1.13% | Reduce |
 MICROSOFT CORPMSFT |
| 1.36% | 1.33% | $129.8M | 347,843 | $110.6M | 298,665 | +49,178+16.47% | Add |
 CINCINNATI FINL CORP COMCINF |
| 1.24% | 1.01% | $118.0M | 637,297 | $83.8M | 532,344 | +104,953+19.72% | Add |
 APPLE INCAAPL |
| 1.22% | 1.03% | $116.7M | 403,159 | $85.9M | 338,661 | +64,498+19.05% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.18% | 1.01% | $111.9M | 499,747 | $84.1M | 414,118 | +85,629+20.68% | Add |
 ALPHABET INCGOOGL |
| 1.13% | 1.11% | $107.9M | 301,973 | $92.1M | 320,378 | -18,405-5.74% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.05% | 0.88% | $100.4M | 357,096 | $72.9M | 300,847 | +56,249+18.70% | Add |
 GE VERNOVA INCGEV |
| 1.04% | 0.95% | $99.5M | 84,689 | $79.0M | 90,550 | -5,861-6.47% | Reduce |
 GE AEROSPACEGE |
| 0.93% | 0.78% | $88.7M | 237,404 | $64.7M | 228,084 | +9,320+4.09% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.92% | 0.23% | $87.9M | 76,127 | $19.1M | 56,426 | +19,701+34.91% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.88% | 0.75% | $83.9M | 360,098 | $62.5M | 342,710 | +17,388+5.07% | Add |
 AFLAC INC COMAFL |
| 0.88% | 0.81% | $83.6M | 713,223 | $67.4M | 614,148 | +99,075+16.13% | Add |
 JPMORGAN CHASE & COJPM |
| 0.88% | 0.84% | $83.6M | 255,362 | $70.0M | 237,928 | +17,434+7.33% | Add |
 CATERPILLAR INCCAT |
| 0.85% | 0.81% | $81.0M | 76,066 | $67.6M | 95,392 | -19,326-20.26% | Reduce |
 SNAP ON INCSNA |
| 0.84% | 0.81% | $79.6M | 197,917 | $67.0M | 184,561 | +13,356+7.24% | Add |
 VISA INCV |
| 0.82% | 0.74% | $78.2M | 228,074 | $61.3M | 202,868 | +25,206+12.42% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.8% | 0.75% | $76.4M | 528,232 | $62.7M | 528,641 | -409-0.08% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.8% | 0.56% | $76.3M | 1.3M | $46.9M | 962,290 | +376,775+39.15% | Add |
 META PLATFORMS INCMETA |
| 0.8% | 0.85% | $75.9M | 134,748 | $70.4M | 123,023 | +11,725+9.53% | Add |
 DOVER CORPDOV |
| 0.78% | 1.04% | $73.9M | 329,451 | $87.0M | 417,340 | -87,889-21.06% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.77% | 0.98% | $73.1M | 805,637 | $81.9M | 797,523 | +8,114+1.02% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 0.76% | 0.54% | $72.6M | 955,021 | $44.8M | 658,019 | +297,002+45.14% | Add |
 LINDE PLCLIN |
| 0.76% | 0.94% | $72.2M | 139,194 | $78.5M | 158,351 | -19,157-12.10% | Reduce |
 ROSS STORES INC COMROST |
| 0.75% | 0.89% | $71.7M | 336,904 | $73.9M | 341,089 | -4,185-1.23% | Reduce |
 ALLSTATE CORPALL |
| 0.75% | 0.66% | $71.3M | 299,585 | $55.2M | 266,127 | +33,458+12.57% | Add |
 TRAVELERS COSTRV |
| 0.75% | 0.68% | $71.1M | 215,257 | $56.8M | 194,796 | +20,461+10.50% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.73% | 0.64% | $69.2M | 73,996 | $53.5M | 53,711 | +20,285+37.77% | Add |
 AMERICAN EXPRESS COAXP |
| 0.72% | 0.67% | $68.7M | 202,990 | $56.0M | 185,127 | +17,863+9.65% | Add |
 BROADCOM INCAVGO |
| 0.72% | 0.6% | $68.1M | 180,361 | $49.9M | 161,289 | +19,072+11.82% | Add |
 ABBVIE INCABBV |
| 0.71% | 0.71% | $67.5M | 268,319 | $59.2M | 272,265 | -3,946-1.45% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 1.07% | $65.8M | 259,276 | $88.7M | 362,843 | -103,567-28.54% | Reduce |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.69% | 0.61% | $65.5M | 182,581 | $50.9M | 202,948 | -20,367-10.04% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 0.69% | 0.51% | $65.5M | 738,317 | $42.8M | 483,601 | +254,716+52.67% | Add |
 COCA COLA COKO |
| 0.67% | 0.77% | $64.1M | 788,123 | $64.5M | 847,858 | -59,735-7.05% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 0.66% | 0.85% | $62.8M | 1.1M | $71.1M | 1.2M | -32,808-2.82% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.65% | 0.57% | $62.4M | 548,644 | $47.6M | 527,901 | +20,743+3.93% | Add |
 HARTFORD INSURANCEHIG |
| 0.65% | 0.67% | $62.0M | 467,822 | $56.0M | 414,073 | +53,749+12.98% | Add |
 PROCTER & GAMBLE COPG |
| 0.65% | 0.74% | $61.5M | 419,636 | $61.5M | 425,701 | -6,065-1.42% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.64% | 1.03% | $61.0M | 446,092 | $85.6M | 504,458 | -58,366-11.57% | Reduce |
 REGIONS FINANCIAL CORP NEW COMRF |
| 0.63% | 0.39% | $60.1M | 2.0M | $32.7M | 1.3M | +739,932+59.11% | Add |
 STANLEY BLACK & DECKER INCSWK |
| 0.63% | 0.53% | $59.9M | 636,832 | $44.0M | 619,875 | +16,957+2.74% | Add |
 EXPEDIA GROUP INCEXPE |
| 0.63% | 0.4% | $59.8M | 233,858 | $32.9M | 142,637 | +91,221+63.95% | Add |
 FRANKLIN RESOURCES INCBEN |
| 0.62% | 0.58% | $59.3M | 1.8M | $48.0M | 2.0M | -250,533-12.32% | Reduce |
 SALESFORCE INCCRM |
| 0.62% | 0.68% | $58.6M | 373,995 | $56.2M | 301,139 | +72,856+24.19% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.6% | 0.82% | $57.5M | 654,669 | $68.2M | 734,376 | -79,707-10.85% | Reduce |
