 APPLE INCAAPL |
| 5.22% | 4.85% | $52.7M | 182,026 | $47.3M | 186,301 | -4,275-2.29% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.83% | 3.62% | $38.6M | 117,984 | $35.3M | 119,877 | -1,893-1.58% | Reduce |
 RTX CORPORATIONRTX |
| 3.38% | 3.62% | $34.1M | 179,530 | $35.3M | 182,764 | -3,234-1.77% | Reduce |
 DEERE & CODE |
| 3.32% | 3.12% | $33.5M | 52,809 | $30.4M | 54,003 | -1,194-2.21% | Reduce |
 ALPHABET INCGOOGL |
| 3.24% | 2.72% | $32.7M | 91,449 | $26.5M | 92,064 | -615-0.67% | Reduce |
 MICROSOFT CORPMSFT |
| 3.15% | 3.23% | $31.8M | 85,142 | $31.5M | 85,118 | +24+0.03% | Add |
 TRAVELERS COSTRV |
| 3.05% | 2.83% | $30.8M | 93,276 | $27.6M | 94,555 | -1,279-1.35% | Reduce |
 WALMART INCWMT |
| 2.97% | 3.46% | $30.0M | 264,783 | $33.7M | 270,907 | -6,124-2.26% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.87% | 2.88% | $28.9M | 113,876 | $28.1M | 114,842 | -966-0.84% | Reduce |
| DDICKS SPORTING GOODS INCDKS |
| 2.83% | 2.61% | $28.6M | 125,954 | $25.4M | 127,990 | -2,036-1.59% | Reduce |
 VISA INCV |
| 2.79% | 2.55% | $28.2M | 82,180 | $24.8M | 82,149 | +31+0.04% | Add |
| CCACI INTL INCCACI |
| 2.77% | 3.42% | $28.0M | 60,432 | $33.4M | 61,323 | -891-1.45% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.72% | 2.43% | $27.4M | 97,405 | $23.6M | 97,462 | -57-0.06% | Reduce |
 MCKESSON CORP COMMCK |
| 2.71% | 3.24% | $27.4M | 36,210 | $31.6M | 36,504 | -294-0.81% | Reduce |
 WELLS FARGO CO NEWWFC |
| 2.66% | 2.69% | $26.9M | 325,174 | $26.2M | 328,638 | -3,464-1.05% | Reduce |
 AMGEN INC COMAMGN |
| 2.52% | 2.56% | $25.4M | 70,256 | $24.9M | 70,882 | -626-0.88% | Reduce |
 VENTAS INC COMVTR |
| 2.42% | 2.33% | $24.4M | 275,078 | $22.7M | 277,564 | -2,486-0.90% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.19% | 2.35% | $22.1M | 70,209 | $22.9M | 69,570 | +639+0.92% | Add |
| NNEXTERA ENERGY INCNEE |
| 2.16% | 2.38% | $21.8M | 248,810 | $23.2M | 249,408 | -598-0.24% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 2.16% | 2.34% | $21.8M | 680,728 | $22.8M | 681,111 | -383-0.06% | Reduce |
 CARRIER GLOBALCARR |
| 2.14% | 1.71% | $21.6M | 294,831 | $16.7M | 296,192 | -1,361-0.46% | Reduce |
 LINDE PLCLIN |
| 1.84% | 1.82% | $18.5M | 35,732 | $17.7M | 35,734 | -2-0.01% | Reduce |
 COCA COLA COKO |
| 1.82% | 1.78% | $18.4M | 226,481 | $17.3M | 227,871 | -1,390-0.61% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.78% | 1.69% | $18.0M | 80,207 | $16.5M | 81,254 | -1,047-1.29% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.72% | 1.35% | $17.4M | 44,876 | $13.2M | 44,942 | -66-0.15% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.7% | 0.62% | $17.1M | 45,605 | $6.0M | 21,748 | +23,857+109.70% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.66% | 1.17% | $16.7M | 102,301 | $11.4M | 98,943 | +3,358+3.39% | Add |
 SYSCO CORP COMSYY |
| 1.57% | 1.41% | $15.9M | 189,790 | $13.7M | 192,294 | -2,504-1.30% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.51% | 0.44% | $15.3M | 15,081 | $4.2M | 5,014 | +10,067+200.78% | Add |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 1.5% | 1.82% | $15.1M | 114,987 | $17.7M | 123,875 | -8,888-7.17% | Reduce |
 ORACLE CORPORCL |
| 1.25% | 1.3% | $12.6M | 86,057 | $12.7M | 86,362 | -305-0.35% | Reduce |
 PFIZER INCPFE |
| 1.2% | 1.5% | $12.1M | 502,925 | $14.6M | 518,880 | -15,955-3.07% | Reduce |
| IISHARES TRIVV |
| 1.17% | 1.05% | $11.8M | 15,755 | $10.3M | 15,723 | +32+0.20% | Add |
 REVVITY INCRVTY |
| 1.14% | 0.98% | $11.5M | 103,494 | $9.5M | 108,474 | -4,980-4.59% | Reduce |
| OOMNICOM GROUP INCOMC |
| 0.95% | 1.13% | $9.6M | 132,171 | $11.1M | 146,785 | -14,614-9.96% | Reduce |
 OTIS WORLDWIDEOTIS |
| 0.91% | 1.19% | $9.1M | 127,556 | $11.6M | 150,210 | -22,654-15.08% | Reduce |
 DUPONT DE NEMOURS INCDD |
| 0.88% | 0.91% | $8.9M | 65,479 | $8.9M | 193,282 | -127,803-66.12% | Reduce |
| AAT&T INCT |
| 0.88% | 1.28% | $8.9M | 428,809 | $12.5M | 429,484 | -675-0.16% | Reduce |
 BORGWARNER INCBWA |
| 0.87% | 0.74% | $8.8M | 132,715 | $7.2M | 132,258 | +457+0.35% | Add |
 DISNEY WALT CODIS |
| 0.81% | 1.05% | $8.2M | 85,249 | $10.3M | 106,491 | -21,242-19.95% | Reduce |
 BOEING COBA |
| 0.81% | 0.78% | $8.2M | 37,888 | $7.6M | 37,965 | -77-0.20% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.81% | 1.43% | $8.2M | 65,885 | $13.9M | 70,170 | -4,285-6.11% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.56% | 0.51% | $5.7M | 28,335 | $5.0M | 28,394 | -59-0.21% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.48% | 0.56% | $4.9M | 45,158 | $5.5M | 55,874 | -10,716-19.18% | Reduce |
 CORTEVA INC COMCTVA |
| 0.44% | 0.49% | $4.4M | 52,174 | $4.7M | 56,495 | -4,321-7.65% | Reduce |
| IISHARES COREIJR |
| 0.39% | 0.34% | $3.9M | 26,364 | $3.3M | 26,717 | -353-1.32% | Reduce |
 CATERPILLAR INCCAT |
| 0.36% | 0.25% | $3.6M | 3,381 | $2.4M | 3,417 | -36-1.05% | Reduce |
 PHINIA INC COMMON STOCKPHIN |
| 0.34% | 0.29% | $3.4M | 41,159 | $2.8M | 41,618 | -459-1.10% | Reduce |
 ELI LILLY & COLLY |
| 0.33% | 0.26% | $3.4M | 2,796 | $2.6M | 2,796 | 00.00% | Unchanged |
| IISHARES COREIJH |
| 0.33% | 0.31% | $3.4M | 43,483 | $3.0M | 44,258 | -775-1.75% | Reduce |
