| JNJ Johnson & Johnson | 8.72% | 102,000 | $25.9M | No change |
| JPM JPMorgan Chase & Co. | 7.38% | 67,000 | $21.9M | No change |
| CAT Caterpillar Inc. | 4.48% | 12,500 | $13.3M | No change |
| WMT Walmart Inc. | 4.19% | 110,000 | $12.5M | No change |
| GL Globe Life Inc. | 4.06% | 67,500 | $12.1M | No change |
| INTC Intel Corp. | 3.99% | 85,000 | $11.9M | No change |
| BNY Bank of New York Mellon Corp. | 3.89% | 80,000 | $11.6M | No change |
| MSFT Microsoft Corp. | 2.93% | 23,220 | $8.7M | No change |
| HD Home Depot Inc. | 2.85% | 24,000 | $8.5M | No change |
| MRK Merck & Co. Inc. | 2.69% | 62,295 | $8.0M | No change |
| PG The Procter & Gamble Co. | 2.47% | 50,000 | $7.3M | No change |
| APPLIED MATLS INC | 2.43% | 10,000 | $7.2M | No change |
| CSCO Cisco Systems Inc. | 2.37% | 60,000 | $7.0M | No change |
| XOM Exxon Mobil Corp. | 2.37% | 51,505 | $7.0M | No change |
| TDG Transdigm Group Inc. | 2.26% | 5,065 | $6.7M | No change |
| EMR Emerson Electric Co. | 2.05% | 42,500 | $6.1M | No change |
| ABBV Abbvie Inc. | 1.69% | 20,000 | $5.0M | No change |
| BA The Boeing Co. | 1.64% | 22,500 | $4.9M | No change |
| LMT Lockheed Martin Corp. | 1.46% | 8,500 | $4.3M | No change |
| GOOG Alphabet Inc. Class C | 1.43% | 12,000 | $4.3M | No change |
| UNP Union Pacific Corp. | 1.37% | 15,000 | $4.1M | No change |
| ITW Illinois Tool Works | 1.37% | 15,000 | $4.1M | No change |
| NSC Norfolk Southern Corp. | 1.32% | 12,500 | $3.9M | No change |
| PFE Pfizer Inc. | 1.28% | 157,488 | $3.8M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.27% | 16,500 | $3.8M | No change |
| MA Mastercard Inc. Class A | 1.18% | 6,630 | $3.5M | No change |
| ADI Analog Devices Inc. | 1.14% | 8,500 | $3.4M | No change |
| APH Amphenol Corp. Class A | 1.06% | 18,200 | $3.2M | No change |
| UNH Unitedhealth Group Inc. | 1.05% | 7,500 | $3.1M | No change |
| NVDA Nvidia Corp. | 1.04% | 15,640 | $3.1M | No change |
| TXN Texas Instruments Inc. | 1.00% | 10,000 | $3.0M | No change |
| LHX L3HARRIS Technologies Inc. | 0.98% | 10,000 | $2.9M | No change |
| IDXX Idexx Laboratories Inc. | 0.94% | 5,245 | $2.8M | No change |
| PGR Progressive Corp. | 0.88% | 11,600 | $2.6M | No change |
| AVY Avery Dennison Corp. | 0.85% | 15,500 | $2.5M | No change |
| BMY Bristol-Myers Squibb Co. | 0.81% | 42,000 | $2.4M | No change |
| LYV Live Nation Entertainment Inc. | 0.81% | 13,010 | $2.4M | No change |
| BAC Bank of America Corp. | 0.77% | 40,000 | $2.3M | No change |
| BWXT BWX Technologies Inc. | 0.76% | 11,675 | $2.3M | No change |
| AMZN Amazon.com Inc. | 0.72% | 8,800 | $2.1M | No change |
| WSO Watsco Inc. | 0.69% | 5,000 | $2.1M | No change |
| AXON Axon Enterprise Inc. | 0.69% | 3,390 | $2.0M | Add +100.0% |
| RSP Invesco S&P 500 Equal Weight | 0.67% | 9,210 | $2.0M | New |
| HON Honeywell International Inc. | 0.60% | 8,000 | $1.8M | No change |
| HONA Honeywell Aerospace Inc. | 0.60% | 8,000 | $1.8M | No change |
| CVX Chevron Corp. | 0.56% | 10,000 | $1.7M | No change |
| CPRT Copart Inc. | 0.53% | 54,800 | $1.6M | No change |
| FAST Fastenal Co. | 0.52% | 32,000 | $1.5M | No change |
| AAON Aaon Inc. | 0.52% | 13,000 | $1.5M | No change |
| RTX RTX Corp. | 0.51% | 8,000 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.50% | 18,000 | $1.5M | No change |
| ORLY O'reilly Automotive Inc. | 0.46% | 15,000 | $1.4M | No change |
| GWRE Guidewire Software Inc. | 0.46% | 10,500 | $1.4M | No change |
| ABT Abbott Laboratories | 0.46% | 15,000 | $1.4M | No change |
| WST West Pharmaceutical Services | 0.45% | 3,700 | $1.3M | No change |
| IWM iShares Russell 2000 ETF | 0.44% | 4,330 | $1.3M | New |
| ANET Arista Networks Inc. | 0.42% | 7,370 | $1.2M | New |
| VEEV Veeva Systems Inc. Class A | 0.41% | 6,475 | $1.2M | No change |
| APD Air Products & Chemicals Inc. | 0.39% | 4,000 | $1.2M | No change |
| META Meta Platforms Inc. Class A | 0.39% | 1,880 | $1.2M | No change |
| V Visa Inc. Class A | 0.39% | 3,350 | $1.1M | No change |
| ADP Automatic Data Processing | 0.38% | 5,000 | $1.1M | No change |
| WM Waste Management Inc. | 0.38% | 5,000 | $1.1M | No change |
| FERG Ferguson Enterprises Inc. | 0.36% | 4,600 | $1.1M | New |
| AMT American Tower Corp. | 0.34% | 6,000 | $1.0M | No change |
| ICE Intercontinental Exchange Inc. | 0.32% | 7,500 | $954K | No change |
| VZ Verizon Communications Inc. | 0.32% | 22,500 | $953K | No change |
| CSGP Costar Group Inc. | 0.32% | 32,000 | $948K | No change |
| BAX Baxter International Inc. | 0.29% | 40,000 | $853K | No change |
| BDX Becton Dickinson and Co. | 0.25% | 5,000 | $757K | No change |
| ZTS Zoetis Inc. | 0.24% | 9,610 | $708K | No change |
| T AT&T Inc. | 0.10% | 15,000 | $311K | No change |
| WAT Waters Corp. | 0.09% | 676 | $254K | No change |