| MSFT Microsoft Corp. | 5.36% | 29,150 | $13.0M | Reduce -9.9% |
| LLY Eli Lilly & Co. | 4.70% | 12,628 | $11.4M | Reduce -10.0% |
| MCK McKesson Corp. | 3.07% | 12,759 | $7.5M | Reduce -8.1% |
| MRK Merck & Co. Inc. | 2.89% | 56,723 | $7.0M | Reduce -6.1% |
| AMGN Amgen Inc. | 2.54% | 19,771 | $6.2M | Reduce -9.3% |
| JPM JPMorgan Chase & Co. | 2.53% | 30,402 | $6.1M | Reduce -10.4% |
| PHM Pultegroup Inc. | 2.39% | 52,684 | $5.8M | Reduce -6.2% |
| PNC PNC Financial Services Group | 2.13% | 33,343 | $5.2M | Add +1.2% |
| RTX RTX Corp. | 1.89% | 45,719 | $4.6M | Reduce -5.6% |
| DE Deere & Co. | 1.76% | 11,473 | $4.3M | Reduce -11.3% |
| COP Conocophillips | 1.75% | 37,231 | $4.3M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.75% | 24,607 | $4.3M | Add +10.2% |
| PAYX Paychex Inc. | 1.73% | 35,555 | $4.2M | Reduce -6.4% |
| CAT Caterpillar Inc. | 1.64% | 11,942 | $4.0M | Reduce -14.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.62% | 99,043 | $3.9M | Reduce -6.9% |
| CVX Chevron Corp. | 1.60% | 24,850 | $3.9M | Reduce -2.3% |
| GPC Genuine Parts Co. | 1.57% | 27,593 | $3.8M | Add +0.8% |
| PFE Pfizer Inc. | 1.53% | 132,571 | $3.7M | Add +6.2% |
| CSCO Cisco Systems Inc. | 1.50% | 76,933 | $3.7M | Add +7.0% |
| KO The Coca-Cola Co. | 1.50% | 57,153 | $3.6M | Reduce -4.1% |
| JNJ Johnson & Johnson | 1.49% | 24,776 | $3.6M | Add +4.1% |
| EMR Emerson Electric Co. | 1.48% | 32,649 | $3.6M | Reduce -3.5% |
| ORCL Oracle Corp. | 1.41% | 24,200 | $3.4M | Reduce -16.8% |
| VZ Verizon Communications Inc. | 1.37% | 80,584 | $3.3M | Add +1.4% |
| UPS United Parcel Service Class B | 1.37% | 24,253 | $3.3M | Add +5.1% |
| DUK Duke Energy Corp. | 1.32% | 32,057 | $3.2M | Reduce -2.3% |
| INTC Intel Corp. | 1.23% | 96,590 | $3.0M | Add +1.1% |
| T AT&T Inc. | 1.22% | 155,499 | $3.0M | Reduce -1.0% |
| DOW Dow Inc. | 1.19% | 54,385 | $2.9M | Reduce -3.2% |
| MDT Medtronic PLC | 1.18% | 36,320 | $2.9M | Reduce -4.2% |
| ENB Enbridge Inc. | 1.17% | 79,928 | $2.8M | Reduce -5.3% |
| BMY Bristol-Myers Squibb Co. | 1.09% | 64,067 | $2.7M | Reduce -2.1% |
| ALL Allstate Corp. | 1.08% | 16,475 | $2.6M | Reduce -3.0% |
| GM General Motors Co. | 1.08% | 56,467 | $2.6M | Reduce -7.3% |
| FISV Fiserv Inc. | 1.07% | 17,488 | $2.6M | Reduce -3.9% |
| WFC Wells Fargo & Co. | 1.07% | 43,593 | $2.6M | Reduce -4.6% |
| WM Waste Management Inc. | 1.06% | 12,075 | $2.6M | Reduce -14.8% |
| PSX Phillips 66 | 1.04% | 17,846 | $2.5M | Reduce -1.1% |
| MET Metlife Inc. | 1.03% | 35,575 | $2.5M | Reduce -0.1% |
| HSY The Hershey Co. | 0.98% | 12,898 | $2.4M | Reduce -1.5% |
| WAT Waters Corp. | 0.97% | 8,150 | $2.4M | Reduce -11.4% |
| DD Dupont DE Nemours Inc. | 0.97% | 29,280 | $2.4M | Reduce -3.8% |
| CB Chubb Ltd. | 0.94% | 8,994 | $2.3M | Reduce -1.0% |
| SO The Southern Co. | 0.92% | 28,771 | $2.2M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.91% | 13,379 | $2.2M | Reduce -6.3% |
| MMM 3M Co. | 0.89% | 21,165 | $2.2M | Add +5.5% |
| CVS CVS Health Corp. | 0.88% | 36,002 | $2.1M | Reduce -4.3% |
| WY Weyerhaeuser Co. | 0.86% | 73,312 | $2.1M | Reduce -4.6% |
| PPL PPL Corp. | 0.85% | 74,798 | $2.1M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.78% | 48,370 | $1.9M | Add +2.8% |
| TFC Truist Financial Corp. | 0.73% | 45,475 | $1.8M | Add +2.5% |
| HAL Halliburton Co. | 0.72% | 51,825 | $1.8M | Reduce -2.6% |
| BAX Baxter International Inc. | 0.67% | 48,904 | $1.6M | Reduce -4.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.66% | 33,950 | $1.6M | Add +14.0% |
| SON Sonoco Products Co. | 0.65% | 31,133 | $1.6M | Add +12.7% |
| CEG Constellation Energy | 0.62% | 7,488 | $1.5M | Reduce -2.2% |
| CTVA Corteva Inc. | 0.61% | 27,541 | $1.5M | Add +3.2% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.61% | 27,300 | $1.5M | No change |
| DELL Dell Technologies -C | 0.60% | 10,610 | $1.5M | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.59% | 115,300 | $1.4M | Add +10.8% |
| FLO Flowers Foods Inc. | 0.59% | 65,018 | $1.4M | Reduce -1.5% |
| VRSN Verisign Inc. | 0.59% | 8,011 | $1.4M | Reduce -2.4% |
| APD Air Products & Chemicals Inc. | 0.55% | 5,215 | $1.3M | No change |
| HPE Hewlett Packard Enterprise | 0.50% | 57,675 | $1.2M | Reduce -10.8% |
| FITB Fifth Third Bancorp | 0.48% | 31,900 | $1.2M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 6,219 | $989K | New |
| TT Trane Technologies PLC | 0.41% | 3,000 | $987K | No change |
| HPQ HP Inc. | 0.40% | 28,075 | $983K | Reduce -26.5% |
| AVGO Broadcom Inc. | 0.39% | 597 | $959K | Reduce -7.2% |
| AAPL Apple Inc. | 0.39% | 4,536 | $955K | No change |
| FCX Freeport-McMoran Inc. | 0.37% | 18,700 | $909K | No change |
| GEHC GE Healthcare Technology | 0.37% | 11,627 | $906K | Add +27.8% |
| XOM Exxon Mobil Corp. | 0.37% | 7,839 | $902K | Reduce -18.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 2,100 | $854K | New |
| BP BP PLC-Spons ADR | 0.33% | 22,407 | $809K | Add +21.5% |
| CAG Conagra Brands Inc. | 0.33% | 27,845 | $791K | Reduce -8.2% |
| TRP TC Energy Corp. | 0.33% | 20,850 | $790K | Add +16.2% |
| EXC Exelon Corp. | 0.32% | 22,442 | $777K | Reduce -7.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.31% | 10,550 | $748K | Reduce -3.2% |
| AMCR Amcor PLC | 0.30% | 74,964 | $733K | No change |
| ITW Illinois Tool Works | 0.30% | 3,040 | $720K | Reduce -18.7% |
| ADP Automatic Data Processing | 0.30% | 3,010 | $718K | No change |
| LW Lamb Weston Holdings Inc. | 0.29% | 8,441 | $710K | Reduce -2.7% |
| DXC DXC Technology Co. | 0.29% | 36,361 | $694K | Reduce -7.6% |
| MSI Motorola Solutions Inc. | 0.28% | 1,781 | $688K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.25% | 680 | $614K | No change |
| KMB Kimberly-Clark Corp. | 0.25% | 4,383 | $606K | Reduce -10.2% |
| ABBV Abbvie Inc. | 0.25% | 3,500 | $600K | Reduce -32.0% |
| MCO Moody's Corp. | 0.24% | 1,400 | $589K | No change |
| VLO Valero Energy Corp. | 0.24% | 3,675 | $576K | Reduce -16.5% |
| NSC Norfolk Southern Corp. | 0.22% | 2,462 | $529K | Reduce -33.9% |
| TTE Totalenergies SE -Spon ADR | 0.22% | 7,900 | $527K | Add +25.4% |
| GLW Corning Inc. | 0.21% | 13,250 | $515K | Reduce -38.8% |
| SIGI Selective Insurance Group | 0.21% | 5,474 | $514K | No change |
| NEE Nextera Energy Inc. | 0.19% | 6,468 | $458K | No change |
| ADM Archer-Daniels-Midland Co. | 0.18% | 7,273 | $440K | New |
| NVDA Nvidia Corp. | 0.18% | 3,500 | $432K | No change |
| CHTR Charter Communications Inc. Class A | 0.17% | 1,351 | $404K | Reduce -2.9% |
| UGI Ugi Corp. | 0.16% | 17,374 | $398K | No change |
| PEP Pepsico Inc. | 0.16% | 2,398 | $396K | New |