 ALPHABET INCGOOGL |
| 9.16% | 7.97% | $22.7M | 63,595 | $18.3M | 63,465 | +130+0.20% | Add |
 D R HORTON INCDHI |
| 8.57% | 7.86% | $21.3M | 130,612 | $18.0M | 131,120 | -508-0.39% | Reduce |
 CUMMINS INCCMI |
| 7.92% | 6.49% | $19.7M | 27,572 | $14.9M | 27,630 | -58-0.21% | Reduce |
 APPLE INCAAPL |
| 7.38% | 6.89% | $18.3M | 63,329 | $15.8M | 62,202 | +1,127+1.81% | Add |
 MICROSOFT CORPMSFT |
| 7.03% | 7.57% | $17.5M | 46,806 | $17.3M | 46,846 | -40-0.09% | Reduce |
 CISCO SYS INCCSCO |
| 6.49% | 4.66% | $16.1M | 137,166 | $10.7M | 137,494 | -328-0.24% | Reduce |
 EATON CORP PLCETN |
| 6.27% | 5.76% | $15.6M | 36,515 | $13.2M | 36,860 | -345-0.94% | Reduce |
| FFISERV INCFISV |
| 4.6% | 5.68% | $11.4M | 232,954 | $13.0M | 233,199 | -245-0.11% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 4.41% | 4.41% | $11.0M | 11,202 | $10.1M | 11,286 | -84-0.74% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 3.86% | 4.25% | $9.6M | 76,041 | $9.7M | 76,460 | -419-0.55% | Reduce |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 3.44% | 2.85% | $8.5M | 109,634 | $6.5M | 113,223 | -3,589-3.17% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.65% | 2.86% | $6.6M | 22,439 | $6.6M | 22,586 | -147-0.65% | Reduce |
 HERSHEY CO COMHSY |
| 2.57% | 1.96% | $6.4M | 36,409 | $4.5M | 21,596 | +14,813+68.59% | Add |
 DOVER CORPDOV |
| 2.54% | 2.6% | $6.3M | 28,060 | $5.9M | 28,515 | -455-1.60% | Reduce |
 PAYCHEX INC COMPAYX |
| 2.35% | 2.41% | $5.8M | 59,311 | $5.5M | 59,838 | -527-0.88% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.3% | 2.6% | $5.7M | 18,097 | $5.9M | 18,087 | +10+0.06% | Add |
 MEDTRONIC PLCMDT |
| 2.29% | 2.76% | $5.7M | 72,779 | $6.3M | 72,897 | -118-0.16% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.17% | 2.03% | $5.4M | 7,207 | $4.7M | 7,162 | +45+0.63% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.01% | 2.16% | $5.0M | 9,966 | $4.9M | 10,059 | -93-0.92% | Reduce |
 ORACLE CORPORCL |
| 1.91% | 3.83% | $4.7M | 32,353 | $8.8M | 59,589 | -27,236-45.71% | Reduce |
 HONEYWELL INTL INCHON |
| 1.83% | 4.02% | $4.5M | 20,250 | $9.2M | 40,758 | -20,508-50.32% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 1.8% | — | $4.5M | 20,250 | $0 | 0 | +20,250 | New Buy |
 CORNING INCGLW |
| 1.64% | 2.26% | $4.1M | 15,979 | $5.2M | 38,110 | -22,131-58.07% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.62% | 2.87% | $4.0M | 32,391 | $6.6M | 33,195 | -804-2.42% | Reduce |
 ARROW ELECTRS INCARW |
| 1.57% | 1.14% | $3.9M | 18,258 | $2.6M | 18,243 | +15+0.08% | Add |
 INTUITINTU |
| 0.57% | 1.03% | $1.4M | 5,415 | $2.4M | 5,460 | -45-0.82% | Reduce |
| AAMDOCS LTD SHSDOX |
| 0.55% | 0.78% | $1.4M | 26,948 | $1.8M | 27,373 | -425-1.55% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.13% | $457,916 | 1,296 | $300,056 | 1,046 | +250+23.90% | Add |
 INDEPENDENT BK CORP MASSINDB |
| 0.17% | 0.17% | $434,005 | 5,184 | $389,889 | 5,184 | 00.00% | Unchanged |
 BROADSTONE NET LEASE INCBNL |
| 0.13% | — | $335,061 | 16,210 | $0 | 0 | +16,210 | New Buy |
