 APPLE INCAAPL |
| 6.68% | 6.67% | $36.6M | 126,596 | $32.9M | 129,559 | -2,963-2.29% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.79% | 5.3% | $31.7M | 89,850 | $26.1M | 91,067 | -1,217-1.34% | Reduce |
 INTEL CORPINTC |
| 4.07% | 1.51% | $22.4M | 160,083 | $7.5M | 169,251 | -9,168-5.42% | Reduce |
 PROGRESSIVE CORPPGR |
| 4.05% | 4.11% | $22.2M | 101,695 | $20.3M | 102,284 | -589-0.58% | Reduce |
 MICROSOFT CORPMSFT |
| 3.68% | 3.86% | $20.2M | 54,058 | $19.0M | 51,462 | +2,596+5.04% | Add |
 ELI LILLY & COLLY |
| 3.3% | 2.84% | $18.1M | 15,075 | $14.0M | 15,230 | -155-1.02% | Reduce |
 WALMART INCWMT |
| 3.19% | 3.97% | $17.5M | 154,570 | $19.6M | 157,467 | -2,897-1.84% | Reduce |
 COCA COLA COKO |
| 3.05% | 3.18% | $16.7M | 206,019 | $15.7M | 206,055 | -36-0.02% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.97% | 3.2% | $16.3M | 64,152 | $15.8M | 64,646 | -494-0.76% | Reduce |
 CUMMINS INCCMI |
| 2.73% | 2.34% | $15.0M | 21,026 | $11.5M | 21,424 | -398-1.86% | Reduce |
| QQUALCOMM INCQCOM |
| 2.31% | 1.79% | $12.7M | 68,524 | $8.8M | 68,450 | +74+0.11% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 2.12% | 2.18% | $11.6M | 52,016 | $10.8M | 53,021 | -1,005-1.90% | Reduce |
 CHUBB LIMITEDCB |
| 2.07% | 2.2% | $11.4M | 33,387 | $10.9M | 33,347 | +40+0.12% | Add |
 ABBVIE INCABBV |
| 1.98% | 1.9% | $10.9M | 43,246 | $9.4M | 43,066 | +180+0.42% | Add |
 EXXON MOBIL CORPXOM |
| 1.97% | 2.74% | $10.8M | 79,239 | $13.5M | 79,683 | -444-0.56% | Reduce |
 HOME DEPOT INCHD |
| 1.86% | 1.93% | $10.2M | 29,006 | $9.5M | 28,959 | +47+0.16% | Add |
 MCDONALDS CORPMCD |
| 1.81% | 2.32% | $9.9M | 36,807 | $11.5M | 36,862 | -55-0.15% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.78% | 2.27% | $9.8M | 230,592 | $11.2M | 223,292 | +7,300+3.27% | Add |
 TRUIST FINL CORPTFC |
| 1.65% | 1.72% | $9.0M | 181,643 | $8.5M | 184,285 | -2,642-1.43% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.59% | 1.53% | $8.7M | 43,548 | $7.6M | 43,397 | +151+0.35% | Add |
 CHEVRON CORPORATIONCVX |
| 1.52% | 2.13% | $8.4M | 50,387 | $10.5M | 50,709 | -322-0.63% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.5% | 1.54% | $8.2M | 25,078 | $7.6M | 25,807 | -729-2.82% | Reduce |
 CULLEN FROST BANKERS INCCFR |
| 1.45% | 1.43% | $8.0M | 51,491 | $7.1M | 51,588 | -97-0.19% | Reduce |
 Genuine Parts Co ComGPC |
| 1.01% | 1.02% | $5.5M | 46,946 | $5.0M | 47,445 | -499-1.05% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.99% | 0.97% | $5.4M | 50,279 | $4.8M | 48,736 | +1,543+3.17% | Add |
 AMGEN INC COMAMGN |
| 0.97% | 1.05% | $5.3M | 14,748 | $5.2M | 14,746 | +2+0.01% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.9% | 1.09% | $4.9M | 5,252 | $5.4M | 5,376 | -124-2.31% | Reduce |
 MERCK & CO INCMRK |
| 0.87% | 0.9% | $4.8M | 37,007 | $4.5M | 37,032 | -25-0.07% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.85% | 0.71% | $4.7M | 13,953 | $3.5M | 13,882 | +71+0.51% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.84% | 0.9% | $4.6M | 36,350 | $4.5M | 31,950 | +4,400+13.77% | Add |
 SYSCO CORP COMSYY |
| 0.84% | 0.8% | $4.6M | 54,816 | $3.9M | 55,291 | -475-0.86% | Reduce |
 AMAZON COM INCAMZN |
| 0.76% | 0.76% | $4.2M | 17,573 | $3.7M | 17,962 | -389-2.17% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.75% | 0.63% | $4.1M | 36,217 | $3.1M | 34,580 | +1,637+4.73% | Add |
 CSX CORPCSX |
| 0.73% | 0.71% | $4.0M | 84,281 | $3.5M | 85,329 | -1,048-1.23% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.73% | 1.03% | $4.0M | 38,287 | $5.1M | 38,513 | -226-0.59% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.71% | 0.52% | $3.9M | 13,146 | $2.6M | 13,143 | +3+0.02% | Add |
 ENOVA INTL INCENVA |
| 0.71% | 0.48% | $3.9M | 16,247 | $2.4M | 17,317 | -1,070-6.18% | Reduce |
 EMERSON ELEC COEMR |
| 0.67% | 0.68% | $3.7M | 25,696 | $3.4M | 25,644 | +52+0.20% | Add |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.66% | 0.61% | $3.6M | 13,714 | $3.0M | 14,296 | -582-4.07% | Reduce |
 WEYERHAEUSER COWY |
| 0.64% | 0.66% | $3.5M | 146,344 | $3.2M | 132,576 | +13,768+10.38% | Add |
 SONOCO PRODS COSON |
| 0.62% | 0.66% | $3.4M | 60,142 | $3.2M | 59,956 | +186+0.31% | Add |
 COPART INC COMCPRT |
| 0.58% | 0.76% | $3.2M | 113,334 | $3.7M | 112,654 | +680+0.60% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.58% | 0.67% | $3.2M | 25,234 | $3.3M | 25,248 | -14-0.06% | Reduce |
 PACKAGING CORP AMERPKG |
| 0.58% | 0.57% | $3.2M | 13,244 | $2.8M | 13,229 | +15+0.11% | Add |
 CINTAS CORP COMCTAS |
| 0.57% | 0.63% | $3.1M | 18,295 | $3.1M | 18,295 | 00.00% | Unchanged |
| IINTERDIGITAL INCIDCC |
| 0.56% | 0.66% | $3.1M | 10,870 | $3.3M | 10,839 | +31+0.29% | Add |
 WASTE MGMT INC DELWM |
| 0.56% | 0.67% | $3.0M | 13,679 | $3.3M | 14,368 | -689-4.80% | Reduce |
 AFLAC INC COMAFL |
| 0.5% | 0.53% | $2.8M | 23,577 | $2.6M | 23,823 | -246-1.03% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.48% | 0.57% | $2.6M | 30,180 | $2.8M | 30,054 | +126+0.42% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 0.48% | 0.41% | $2.6M | 90,280 | $2.0M | 89,215 | +1,065+1.19% | Add |
