 MICROSOFT CORPMSFT |
| 9.42% | 8.94% | $58.4M | 156,520 | $53.4M | 144,246 | +12,274+8.51% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 5.04% | 5.83% | $31.3M | 738,521 | $34.8M | 693,408 | +45,113+6.51% | Add |
 APPLE INCAAPL |
| 4.93% | 4.94% | $30.5M | 105,532 | $29.5M | 116,262 | -10,730-9.23% | Reduce |
 ALPHABET INCGOOGL |
| 4.3% | 4.36% | $26.7M | 74,627 | $26.0M | 90,468 | -15,841-17.51% | Reduce |
 EVEREST GROUP LTDEG |
| 3.16% | 2.91% | $19.6M | 54,839 | $17.4M | 53,180 | +1,659+3.12% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.57% | 2.03% | $16.0M | 79,778 | $12.1M | 69,573 | +10,205+14.67% | Add |
 VERISIGN INCVRSN |
| 2.29% | 2.36% | $14.2M | 56,395 | $14.1M | 56,678 | -283-0.50% | Reduce |
 CISCO SYS INCCSCO |
| 2.25% | 2.07% | $13.9M | 118,584 | $12.3M | 158,994 | -40,410-25.42% | Reduce |
 VISA INCV |
| 1.96% | 1.78% | $12.1M | 35,378 | $10.6M | 35,115 | +263+0.75% | Add |
 MEDTRONIC PLCMDT |
| 1.88% | 1.6% | $11.7M | 148,993 | $9.5M | 110,128 | +38,865+35.29% | Add |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 1.82% | 1.73% | $11.3M | 85,933 | $10.3M | 72,397 | +13,536+18.70% | Add |
 WW GRAINGER INCGWW |
| 1.68% | 1.52% | $10.4M | 7,634 | $9.1M | 8,309 | -675-8.12% | Reduce |
 AMAZON COM INCAMZN |
| 1.63% | 1.55% | $10.1M | 42,407 | $9.2M | 44,311 | -1,904-4.30% | Reduce |
 TRAVELERS COSTRV |
| 1.61% | 1.44% | $10.0M | 30,267 | $8.6M | 29,437 | +830+2.82% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.58% | 1.94% | $9.8M | 125,944 | $11.6M | 124,173 | +1,771+1.43% | Add |
 META PLATFORMS INCMETA |
| 1.55% | 1.67% | $9.6M | 17,102 | $10.0M | 17,466 | -364-2.08% | Reduce |
 DAVITA INCDVA |
| 1.53% | 1.53% | $9.5M | 42,612 | $9.1M | 59,330 | -16,718-28.18% | Reduce |
| AAT&T INCT |
| 1.45% | 1.81% | $9.0M | 434,359 | $10.8M | 372,849 | +61,510+16.50% | Add |
| CCITIGROUP INCC |
| 1.44% | 1.46% | $8.9M | 63,753 | $8.7M | 76,761 | -13,008-16.95% | Reduce |
 CONSOLIDATED EDISON INCED |
| 1.43% | 1.41% | $8.9M | 80,391 | $8.4M | 74,621 | +5,770+7.73% | Add |
 KROGER CO COMKR |
| 1.43% | 1.65% | $8.9M | 159,525 | $9.9M | 136,419 | +23,106+16.94% | Add |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1.01% | $8.5M | 24,130 | $6.0M | 20,937 | +3,193+15.25% | Add |
 PROCTER & GAMBLE COPG |
| 1.35% | 1.34% | $8.4M | 57,010 | $8.0M | 55,520 | +1,490+2.68% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.27% | 1.39% | $7.9M | 31,084 | $8.3M | 33,864 | -2,780-8.21% | Reduce |
 ECOLAB INCECL |
| 1.19% | 1.03% | $7.4M | 26,366 | $6.2M | 23,076 | +3,290+14.26% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.15% | 0.89% | $7.1M | 42,777 | $5.3M | 30,527 | +12,250+40.13% | Add |
| EEXELON CORPEXC |
| 1.13% | 1.13% | $7.0M | 150,863 | $6.7M | 137,628 | +13,235+9.62% | Add |
 DISNEY WALT CODIS |
| 1.09% | 1.08% | $6.8M | 70,500 | $6.4M | 66,780 | +3,720+5.57% | Add |
 MERCK & CO INCMRK |
| 1.05% | 1.28% | $6.5M | 50,511 | $7.6M | 63,569 | -13,058-20.54% | Reduce |
 QUEST DIAGNOSTICS INCDGX |
| 1.05% | 0.99% | $6.5M | 30,621 | $5.9M | 30,222 | +399+1.32% | Add |
 ASTRAZENECA PLCAZN |
| 1.04% | 1.05% | $6.5M | 34,479 | $6.3M | 32,489 | +1,990+6.13% | Add |
 NEWMONT CORPNEM |
| 1.01% | 1.39% | $6.3M | 67,307 | $8.3M | 76,807 | -9,500-12.37% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 1% | 1.09% | $6.2M | 48,936 | $6.5M | 46,856 | +2,080+4.44% | Add |
 COLGATE PALMOLIVE COCL |
| 0.99% | 0.95% | $6.1M | 66,750 | $5.7M | 66,819 | -69-0.10% | Reduce |
 ADOBE INC COMADBE |
| 0.96% | 0.92% | $5.9M | 28,953 | $5.5M | 22,543 | +6,410+28.43% | Add |
 BROADCOM INCAVGO |
| 0.94% | 0.98% | $5.8M | 15,485 | $5.9M | 18,985 | -3,500-18.44% | Reduce |
 NETFLIX INCNFLX |
| 0.93% | 0.93% | $5.8M | 80,840 | $5.5M | 57,625 | +23,215+40.29% | Add |
 PFIZER INCPFE |
| 0.92% | 0.99% | $5.7M | 237,946 | $5.9M | 211,112 | +26,834+12.71% | Add |
 GENERAL MTRS COGM |
| 0.88% | 0.89% | $5.5M | 70,846 | $5.3M | 71,372 | -526-0.74% | Reduce |
 ROYAL BK CDA COMRY |
| 0.87% | 0.79% | $5.4M | 26,130 | $4.7M | 29,170 | -3,040-10.42% | Reduce |
 MCKESSON CORP COMMCK |
| 0.86% | 0.76% | $5.3M | 7,066 | $4.5M | 5,212 | +1,854+35.57% | Add |
 ABBVIE INCABBV |
| 0.86% | 0.83% | $5.3M | 21,083 | $5.0M | 22,818 | -1,735-7.60% | Reduce |
| CCIGNA GROUPLIBD |
| 0.85% | 0.85% | $5.3M | 19,223 | $5.1M | 18,993 | +230+1.21% | Add |
 HCA HEALTHCARE INCHCA |
| 0.82% | 0.8% | $5.1M | 13,092 | $4.8M | 10,042 | +3,050+30.37% | Add |
 WP CAREY INCWPC |
| 0.82% | 0.79% | $5.1M | 71,217 | $4.7M | 69,317 | +1,900+2.74% | Add |
 PUBLIC STORAGE COMPSA |
| 0.81% | 0.84% | $5.0M | 15,856 | $5.0M | 18,406 | -2,550-13.85% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.8% | 0.85% | $5.0M | 20,888 | $5.1M | 24,064 | -3,176-13.20% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 0.78% | 1.01% | $4.8M | 31,202 | $6.0M | 29,800 | +1,402+4.70% | Add |
 ARROW ELECTRS INCARW |
| 0.74% | 0.73% | $4.6M | 21,586 | $4.4M | 30,333 | -8,747-28.84% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.74% | 0.77% | $4.6M | 79,705 | $4.6M | 75,355 | +4,350+5.77% | Add |
