 APPLE INCAAPL |
| 2.98% | 2.9% | $8.1M | 28,025 | $7.1M | 28,156 | -131-0.47% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.76% | 1.26% | $7.5M | 7,782 | $3.1M | 7,905 | -123-1.56% | Reduce |
 BROADCOM INCAVGO |
| 2.37% | 2.22% | $6.5M | 17,114 | $5.5M | 17,700 | -586-3.31% | Reduce |
 MICROSOFT CORPMSFT |
| 2.02% | 2.2% | $5.5M | 14,770 | $5.4M | 14,638 | +132+0.90% | Add |
 CISCO SYS INCCSCO |
| 1.81% | 1.31% | $4.9M | 41,889 | $3.2M | 41,602 | +287+0.69% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.75% | 1.82% | $4.8M | 18,704 | $4.5M | 18,388 | +316+1.72% | Add |
| TTERADYNE INCTER |
| 1.68% | 1.14% | $4.6M | 9,440 | $2.8M | 9,490 | -50-0.53% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.66% | 1.19% | $4.5M | 15,176 | $2.9M | 15,039 | +137+0.91% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.65% | 1.52% | $4.5M | 4,454 | $3.7M | 4,418 | +36+0.81% | Add |
 EXXON MOBIL CORPXOM |
| 1.6% | 2.18% | $4.4M | 31,956 | $5.4M | 31,716 | +240+0.76% | Add |
 LINDE PLCLIN |
| 1.53% | 1.6% | $4.2M | 8,043 | $3.9M | 7,954 | +89+1.12% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.47% | 1.04% | $4.0M | 9,651 | $2.6M | 9,476 | +175+1.85% | Add |
 VALERO ENERGY CORP COMVLO |
| 1.47% | 1.52% | $4.0M | 15,370 | $3.8M | 15,196 | +174+1.15% | Add |
 ABBVIE INCABBV |
| 1.44% | 1.35% | $3.9M | 15,598 | $3.3M | 15,289 | +309+2.02% | Add |
 NOVARTIS AGNVS |
| 1.34% | 1.42% | $3.6M | 23,278 | $3.5M | 22,931 | +347+1.51% | Add |
 ECOLAB INCECL |
| 1.34% | 1.37% | $3.6M | 13,054 | $3.4M | 12,716 | +338+2.66% | Add |
 PHILLIPS 66PSX |
| 1.3% | 1.53% | $3.6M | 21,010 | $3.8M | 20,687 | +323+1.56% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.29% | 1.36% | $3.5M | 9,925 | $3.3M | 9,736 | +189+1.94% | Add |
 WASTE MGMT INC DELWM |
| 1.28% | 1.43% | $3.5M | 15,692 | $3.5M | 15,368 | +324+2.11% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.28% | 1.48% | $3.5M | 39,829 | $3.6M | 39,222 | +607+1.55% | Add |
 3M CO COMMMM |
| 1.28% | 1.24% | $3.5M | 21,505 | $3.1M | 21,032 | +473+2.25% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.25% | 0.99% | $3.4M | 7,128 | $2.4M | 7,180 | -52-0.72% | Reduce |
 HOME DEPOT INCHD |
| 1.23% | 1.23% | $3.3M | 9,498 | $3.0M | 9,242 | +256+2.77% | Add |
 PROCTER & GAMBLE COPG |
| 1.21% | 1.28% | $3.3M | 22,413 | $3.1M | 21,783 | +630+2.89% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 1.19% | 1.27% | $3.2M | 27,716 | $3.1M | 27,070 | +646+2.39% | Add |
 AFLAC INC COMAFL |
| 1.19% | 1.21% | $3.2M | 27,589 | $3.0M | 27,072 | +517+1.91% | Add |
 US BANCORPUSB |
| 1.17% | 1.08% | $3.2M | 52,593 | $2.7M | 51,222 | +1,371+2.68% | Add |
 SEMPRA COMSRE |
| 1.1% | 1.25% | $3.0M | 32,337 | $3.1M | 31,595 | +742+2.35% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.1% | 1.18% | $3.0M | 10,212 | $2.9M | 9,990 | +222+2.22% | Add |
 EMERSON ELEC COEMR |
| 1.1% | 1.09% | $3.0M | 20,888 | $2.7M | 20,435 | +453+2.22% | Add |
| BBANK OF AMER CORPBAC |
| 1.08% | 1.03% | $2.9M | 51,679 | $2.5M | 51,800 | -121-0.23% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.06% | 1.06% | $2.9M | 8,359 | $2.6M | 8,111 | +248+3.06% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.05% | 1.21% | $2.9M | 3,050 | $3.0M | 2,991 | +59+1.97% | Add |
 RTX CORPORATIONRTX |
| 1.04% | 1.17% | $2.8M | 14,993 | $2.9M | 14,929 | +64+0.43% | Add |
 BLACKROCK INC COMBLK |
| 1% | 1.08% | $2.7M | 2,834 | $2.7M | 2,765 | +69+2.50% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 1% | 1.08% | $2.7M | 46,968 | $2.6M | 45,973 | +995+2.16% | Add |
 CHUBB LIMITEDCB |
| 0.99% | 1.02% | $2.7M | 7,933 | $2.5M | 7,717 | +216+2.80% | Add |
 ASML HLDG NVASML |
| 0.97% | 0.71% | $2.6M | 1,323 | $1.7M | 1,318 | +5+0.38% | Add |
 MCDONALDS CORPMCD |
| 0.96% | 1.17% | $2.6M | 9,662 | $2.9M | 9,300 | +362+3.89% | Add |
 AMGEN INC COMAMGN |
| 0.95% | 0.99% | $2.6M | 7,175 | $2.4M | 6,895 | +280+4.06% | Add |
 CHEVRON CORPORATIONCVX |
| 0.94% | 1.25% | $2.6M | 15,506 | $3.1M | 14,826 | +680+4.59% | Add |
 UBS GROUP AGUBS |
| 0.93% | 0.81% | $2.5M | 51,081 | $2.0M | 51,200 | -119-0.23% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.93% | 1.19% | $2.5M | 59,584 | $2.9M | 58,216 | +1,368+2.35% | Add |
 ILLINOIS TOOLITW |
| 0.92% | 0.95% | $2.5M | 9,286 | $2.3M | 8,949 | +337+3.77% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.91% | 0.78% | $2.5M | 28,516 | $1.9M | 28,579 | -63-0.22% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.91% | 1.12% | $2.5M | 100,722 | $2.8M | 96,327 | +4,395+4.56% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.9% | 0.88% | $2.5M | 22,838 | $2.2M | 22,129 | +709+3.20% | Add |
 TARGET CORP COMTGT |
| 0.88% | 0.88% | $2.4M | 18,325 | $2.2M | 17,784 | +541+3.04% | Add |
 DISNEY WALT CODIS |
| 0.86% | 0.93% | $2.4M | 24,419 | $2.3M | 23,663 | +756+3.19% | Add |
 STARBUCKS CORPSBUX |
| 0.86% | 0.81% | $2.3M | 22,843 | $2.0M | 22,140 | +703+3.18% | Add |
