 AUTOMATIC DATA PROCESSING INADP |
| 2.92% | 2.4% | $9.1M | 34,271 | $6.8M | 33,243 | +1,028+3.09% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.79% | 2.94% | $8.7M | 33,979 | $8.3M | 33,836 | +143+0.42% | Add |
 RTX CORPORATIONRTX |
| 2.77% | 2.67% | $8.6M | 40,180 | $7.5M | 38,978 | +1,202+3.08% | Add |
 HOME DEPOT INCHD |
| 2.7% | 2.26% | $8.4M | 25,399 | $6.4M | 19,386 | +6,013+31.02% | Add |
 ABBOTT LABORATORIESABT |
| 2.64% | 2.06% | $8.2M | 77,837 | $5.8M | 56,596 | +21,241+37.53% | Add |
 MEDTRONIC PLCMDT |
| 2.6% | 1.78% | $8.1M | 94,960 | $5.0M | 57,985 | +36,975+63.77% | Add |
 PACKAGING CORP AMERPKG |
| 2.58% | 2.35% | $8.0M | 32,743 | $6.6M | 31,169 | +1,574+5.05% | Add |
 CDW CORPCDW |
| 2.49% | 1.84% | $7.8M | 52,501 | $5.2M | 42,841 | +9,660+22.55% | Add |
 AVERY DENNISON CORPAVY |
| 2.47% | 2.35% | $7.7M | 45,436 | $6.6M | 38,395 | +7,041+18.34% | Add |
 WELLS FARGO CO NEWWFC |
| 2.46% | 2.45% | $7.7M | 88,896 | $6.9M | 86,726 | +2,170+2.50% | Add |
 CHEVRON CORPORATIONCVX |
| 2.46% | 2.85% | $7.7M | 39,010 | $8.0M | 38,797 | +213+0.55% | Add |
 EOG RES INCEOG |
| 2.27% | 2.41% | $7.1M | 47,766 | $6.8M | 47,010 | +756+1.61% | Add |
 BAKER HUGHES COMPANYBKR |
| 2.27% | 2.45% | $7.1M | 117,178 | $6.9M | 113,056 | +4,122+3.65% | Add |
 NOVARTIS AGNVS |
| 2.23% | 2.35% | $7.0M | 44,535 | $6.6M | 43,398 | +1,137+2.62% | Add |
 STANLEY BLACK & DECKER INCSWK |
| 2.22% | 1.8% | $6.9M | 73,163 | $5.1M | 71,303 | +1,860+2.61% | Add |
 UNITED PARCEL SVCS INCUPS |
| 2.17% | 2.21% | $6.8M | 65,043 | $6.2M | 63,331 | +1,712+2.70% | Add |
 MERCK & CO INCMRK |
| 2.15% | 2.17% | $6.7M | 51,508 | $6.1M | 50,754 | +754+1.49% | Add |
| GGARMIN LTD SHSGRMN |
| 2.14% | 1.83% | $6.7M | 22,782 | $5.1M | 22,196 | +586+2.64% | Add |
 REGIONS FINANCIAL CORP NEW COMRF |
| 2.13% | 1.94% | $6.7M | 215,362 | $5.5M | 208,857 | +6,505+3.11% | Add |
 CISCO SYS INCCSCO |
| 2.13% | 2.17% | $6.7M | 57,439 | $6.1M | 78,636 | -21,197-26.96% | Reduce |
 HARTFORD INSURANCEHIG |
| 2.1% | 2.16% | $6.5M | 46,146 | $6.1M | 44,895 | +1,251+2.79% | Add |
 ACCENTURE PLC IRELANDACN |
| 2.06% | 1.01% | $6.4M | 38,822 | $2.8M | 14,315 | +24,507+171.20% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 2.01% | — | $6.3M | 37,825 | $0 | 0 | +37,825 | New Buy |
 M & T BK CORPMTB |
| 1.94% | 1.77% | $6.1M | 24,654 | $5.0M | 24,126 | +528+2.19% | Add |
 TEXAS INSTRS INCTXN |
| 1.93% | 1.47% | $6.0M | 21,818 | $4.2M | 21,386 | +432+2.02% | Add |
 PPG INDS INCPPG |
| 1.88% | 1.98% | $5.9M | 53,121 | $5.6M | 52,218 | +903+1.73% | Add |
 CME GROUP INCCME |
| 1.8% | 2.14% | $5.6M | 20,972 | $6.0M | 20,435 | +537+2.63% | Add |
 STARBUCKS CORPSBUX |
| 1.78% | 1.63% | $5.6M | 52,820 | $4.6M | 51,265 | +1,555+3.03% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.66% | 1.76% | $5.2M | 17,603 | $5.0M | 17,057 | +546+3.20% | Add |
 INTUITINTU |
| 1.62% | 0.45% | $5.0M | 15,976 | $1.3M | 2,899 | +13,077+451.09% | Add |
| GGAP INCGAP |
| 1.57% | 2.1% | $4.9M | 243,759 | $5.9M | 244,767 | -1,008-0.41% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.47% | 2.26% | $4.6M | 11,343 | $6.4M | 38,723 | -27,380-70.71% | Reduce |
 MICROSOFT CORPMSFT |
| 1.46% | 1.24% | $4.6M | 9,805 | $3.5M | 9,454 | +351+3.71% | Add |
 SMITH A O CORPAOS |
| 1.43% | 1.4% | $4.5M | 74,174 | $3.9M | 59,744 | +14,430+24.15% | Add |
 PFIZER INCPFE |
| 1.39% | 2.37% | $4.3M | 173,412 | $6.7M | 237,227 | -63,815-26.90% | Reduce |
| WWATSCO INCWSO |
| 1.23% | 1.51% | $3.9M | 12,461 | $4.3M | 11,712 | +749+6.40% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.06% | — | $3.3M | 17,501 | $0 | 0 | +17,501 | New Buy |
 APPLE INCAAPL |
| 1.04% | 0.95% | $3.3M | 10,522 | $2.7M | 10,503 | +19+0.18% | Add |
 JPMORGAN CHASE & COJPM |
| 0.94% | 0.88% | $2.9M | 8,321 | $2.5M | 8,396 | -75-0.89% | Reduce |
 AMAZON COM INCAMZN |
| 0.85% | 0.71% | $2.7M | 9,790 | $2.0M | 9,640 | +150+1.56% | Add |
 VISA INCV |
| 0.74% | 0.67% | $2.3M | 6,340 | $1.9M | 6,232 | +108+1.73% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.69% | 0.72% | $2.2M | 2,213 | $2.0M | 2,256 | -43-1.91% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.68% | 0.66% | $2.1M | 6,274 | $1.9M | 6,176 | +98+1.59% | Add |
 EXXON MOBIL CORPXOM |
| 0.67% | 0.81% | $2.1M | 13,451 | $2.3M | 13,451 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.62% | 0.66% | $1.9M | 9,646 | $1.9M | 10,737 | -1,091-10.16% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.6% | 0.55% | $1.9M | 3,257 | $1.6M | 3,167 | +90+2.84% | Add |
 DEERE & CODE |
| 0.59% | 0.55% | $1.9M | 3,123 | $1.6M | 2,772 | +351+12.66% | Add |
 TREX INCTREX |
| 0.59% | 0.49% | $1.8M | 42,168 | $1.4M | 37,791 | +4,377+11.58% | Add |
 AMETEK INC COMAME |
| 0.58% | 0.55% | $1.8M | 7,467 | $1.6M | 7,267 | +200+2.75% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.57% | — | $1.8M | 26,296 | $0 | 0 | +26,296 | New Buy |
