 LAM RESEARCH CORPLRCX |
| 6.64% | 3.64% | $30.9M | 71,251 | $14.3M | 66,962 | +4,289+6.41% | Add |
 ASML HLDG NVASML |
| 5.91% | 4.65% | $27.5M | 13,812 | $18.3M | 13,835 | -23-0.17% | Reduce |
 ALPHABET INCGOOGL |
| 5.71% | 5.1% | $26.5M | 74,290 | $20.0M | 69,693 | +4,597+6.60% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.64% | 5.47% | $26.2M | 54,902 | $21.5M | 63,631 | -8,729-13.72% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 5.28% | 4.3% | $24.6M | 84,910 | $16.9M | 79,743 | +5,167+6.48% | Add |
 ICON PUB LTD COICLR |
| 5.01% | 3.79% | $23.3M | 134,248 | $14.9M | 134,469 | -221-0.16% | Reduce |
 TEXAS INSTRS INCTXN |
| 4.22% | 3.06% | $19.6M | 65,899 | $12.0M | 61,890 | +4,009+6.48% | Add |
 DEERE & CODE |
| 4.17% | 4.12% | $19.4M | 30,586 | $16.2M | 28,720 | +1,866+6.50% | Add |
 CUMMINS INCCMI |
| 4.11% | 3.44% | $19.1M | 26,782 | $13.5M | 25,155 | +1,627+6.47% | Add |
 POOL CORPPOOL |
| 4.09% | 2.78% | $19.0M | 88,552 | $10.9M | 54,028 | +34,524+63.90% | Add |
 BANK NOVA SCOTIA B CBNS |
| 3.83% | 3.63% | $17.8M | 205,242 | $14.2M | 205,596 | -354-0.17% | Reduce |
 PHILLIPS 66PSX |
| 3.56% | 4.26% | $16.5M | 97,837 | $16.7M | 91,834 | +6,003+6.54% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.3% | 3.5% | $15.3M | 30,663 | $13.8M | 28,737 | +1,926+6.70% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.28% | 3.57% | $15.3M | 30,420 | $14.0M | 28,566 | +1,854+6.49% | Add |
 MERCK & CO INCMRK |
| 3.22% | 3.34% | $15.0M | 116,413 | $13.1M | 109,252 | +7,161+6.55% | Add |
 EMERSON ELEC COEMR |
| 3.19% | 3.24% | $14.8M | 103,551 | $12.7M | 97,196 | +6,355+6.54% | Add |
 VONTIER CORPORATION COMVNT |
| 2.86% | 3.89% | $13.3M | 459,406 | $15.3M | 431,274 | +28,132+6.52% | Add |
 PEPSICO INCPEP |
| 2.82% | 3.6% | $13.1M | 97,005 | $14.1M | 91,061 | +5,944+6.53% | Add |
 SHELL PLCSHEL |
| 2.72% | 3.87% | $12.7M | 163,231 | $15.2M | 163,522 | -291-0.18% | Reduce |
 NOVARTIS AGNVS |
| 2.72% | 3.14% | $12.6M | 80,627 | $12.3M | 80,768 | -141-0.17% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 2.71% | 2.74% | $12.6M | 62,921 | $10.8M | 59,070 | +3,851+6.52% | Add |
 VAIL RESORTS INCMTN |
| 2.57% | 2.67% | $11.9M | 87,702 | $10.5M | 81,787 | +5,915+7.23% | Add |
 WELLS FARGO CO NEWWFC |
| 2.42% | 2.59% | $11.3M | 136,226 | $10.2M | 127,868 | +8,358+6.54% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 2.36% | 2.66% | $11.0M | 182,828 | $10.4M | 183,151 | -323-0.18% | Reduce |
 CAL MAINE FOODS INC COM NEWCALM |
| 2.29% | 2.5% | $10.7M | 132,449 | $9.8M | 123,967 | +8,482+6.84% | Add |
 INTERNATIONAL BANCSHARES CORIBOC |
| 2.08% | 2.18% | $9.7M | 127,460 | $8.6M | 127,460 | 00.00% | Unchanged |
 NOVO-NORDISK A SNVO |
| 1.69% | 1.53% | $7.8M | 163,661 | $6.0M | 163,850 | -189-0.12% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.5% | 2.64% | $7.0M | 56,080 | $10.4M | 52,328 | +3,752+7.17% | Add |
| AAlphabet Inc Class CGOOG |
| 0.09% | 0.09% | $430,356 | 1,218 | $349,395 | 1,218 | 00.00% | Unchanged |
