 CATERPILLAR INCCAT |
| 15.62% | 15.1% | $41.1M | 38,575 | $27.7M | 39,123 | -548-1.40% | Reduce |
 DEERE & CODE |
| 7.54% | 9.66% | $19.8M | 31,262 | $17.7M | 31,485 | -223-0.71% | Reduce |
 ELI LILLY & COLLY |
| 4.55% | 5.23% | $12.0M | 9,985 | $9.6M | 10,430 | -445-4.27% | Reduce |
 ALLSTATE CORPALL |
| 4.11% | 5.13% | $10.8M | 45,375 | $9.4M | 45,375 | 00.00% | Unchanged |
 CUMMINS INCCMI |
| 3.75% | 4.15% | $9.9M | 13,820 | $7.6M | 14,150 | -330-2.33% | Reduce |
 RTX CORPORATIONRTX |
| 3.73% | — | $9.8M | 51,644 | $0 | 0 | +51,644 | New Buy |
 MCDONALDS CORPMCD |
| 3.08% | 5.1% | $8.1M | 29,935 | $9.4M | 30,135 | -200-0.66% | Reduce |
 EMERSON ELEC COEMR |
| 2.87% | 3.79% | $7.5M | 52,675 | $7.0M | 53,125 | -450-0.85% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 2.86% | 4.86% | $7.5M | 14,765 | $8.9M | 14,765 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 2.77% | 3.88% | $7.3M | 28,709 | $7.1M | 29,134 | -425-1.46% | Reduce |
 CHEVRON CORPORATIONCVX |
| 2.25% | 4.08% | $5.9M | 35,629 | $7.5M | 36,229 | -600-1.66% | Reduce |
 ABBVIE INCABBV |
| 2.22% | — | $5.8M | 23,240 | $0 | 0 | +23,240 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.98% | 2.45% | $5.2M | 18,525 | $4.5M | 18,525 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.88% | — | $4.9M | 36,162 | $0 | 0 | +36,162 | New Buy |
 PROCTER & GAMBLE COPG |
| 1.87% | 2.64% | $4.9M | 33,510 | $4.8M | 33,510 | 00.00% | Unchanged |
 COCA COLA COKO |
| 1.76% | 2.36% | $4.6M | 57,009 | $4.3M | 57,009 | 00.00% | Unchanged |
 3M CO COMMMM |
| 1.75% | — | $4.6M | 28,366 | $0 | 0 | +28,366 | New Buy |
 APPLE INCAAPL |
| 1.72% | 2.16% | $4.5M | 15,642 | $4.0M | 15,642 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 1.57% | 2.08% | $4.1M | 12,225 | $3.8M | 12,650 | -425-3.36% | Reduce |
 INTEL CORPINTC |
| 1.53% | 1.32% | $4.0M | 28,815 | $2.4M | 54,815 | -26,000-47.43% | Reduce |
 HERSHEY CO COMHSY |
| 1.47% | 2.53% | $3.9M | 21,975 | $4.7M | 22,375 | -400-1.79% | Reduce |
 GE AEROSPACEGE |
| 1.41% | 1.54% | $3.7M | 9,921 | $2.8M | 9,983 | -62-0.62% | Reduce |
| IISHARES TRIVV |
| 1.36% | 1.7% | $3.6M | 4,768 | $3.1M | 4,768 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 1.34% | — | $3.5M | 17,625 | $0 | 0 | +17,625 | New Buy |
 SOUTHERN COSO |
| 1.25% | 1.82% | $3.3M | 34,450 | $3.3M | 34,550 | -100-0.29% | Reduce |
 FEDEX CORPFDX |
| 1.18% | — | $3.1M | 9,875 | $0 | 0 | +9,875 | New Buy |
 MERCK & CO INCMRK |
| 1.08% | — | $2.8M | 22,128 | $0 | 0 | +22,128 | New Buy |
 BOEING COBA |
| 1.05% | 1.38% | $2.8M | 12,731 | $2.5M | 12,731 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 1.03% | 1.73% | $2.7M | 112,751 | $3.2M | 113,046 | -295-0.26% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 1.03% | — | $2.7M | 21,413 | $0 | 0 | +21,413 | New Buy |
 GE VERNOVA INCGEV |
| 0.95% | — | $2.5M | 2,124 | $0 | 0 | +2,124 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.86% | 1.06% | $2.3M | 39,925 | $1.9M | 39,925 | 00.00% | Unchanged |
| IISHARES TRITA |
| 0.8% | 1.03% | $2.1M | 8,650 | $1.9M | 8,650 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.75% | — | $2.0M | 6,035 | $0 | 0 | +6,035 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.7% | 1.13% | $1.8M | 20,200 | $2.1M | 20,200 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.68% | — | $1.8M | 1,910 | $0 | 0 | +1,910 | New Buy |
| CCITIGROUP INCC |
| 0.67% | 0.77% | $1.7M | 12,500 | $1.4M | 12,500 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 0.62% | 0.58% | $1.6M | 5,445 | $1.1M | 5,445 | 00.00% | Unchanged |
 DOLLAR GEN CORP NEWDG |
| 0.61% | 0.9% | $1.6M | 13,895 | $1.7M | 13,895 | 00.00% | Unchanged |
 CARDINAL HEALTH INCCAH |
| 0.57% | — | $1.5M | 6,300 | $0 | 0 | +6,300 | New Buy |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.56% | — | $1.5M | 10,005 | $0 | 0 | +10,005 | New Buy |
 CORNING INCGLW |
| 0.55% | 0.42% | $1.4M | 5,650 | $768,000 | 5,650 | 00.00% | Unchanged |
 WW GRAINGER INCGWW |
| 0.51% | 0.58% | $1.3M | 980 | $1.1M | 980 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 0.5% | 0.79% | $1.3M | 28,100 | $1.4M | 28,100 | 00.00% | Unchanged |
 ROCKWELL AUTOMATION INCROK |
| 0.4% | 0.41% | $1.0M | 2,100 | $754,000 | 2,100 | 00.00% | Unchanged |
 SCHWAB CHARLES CORPSCHW |
| 0.39% | 0.57% | $1.0M | 11,150 | $1.0M | 11,150 | 00.00% | Unchanged |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.38% | — | $1.0M | 6,146 | $0 | 0 | +6,146 | New Buy |
 METLIFE INC COMMET |
| 0.37% | — | $973,692 | 11,508 | $0 | 0 | +11,508 | New Buy |
 BAKER HUGHES COMPANYBKR |
| 0.37% | — | $971,250 | 17,500 | $0 | 0 | +17,500 | New Buy |
 ILLINOIS TOOLITW |
| 0.36% | 0.5% | $946,645 | 3,500 | $911,000 | 3,500 | 00.00% | Unchanged |
