| JNJ Johnson & Johnson | 6.82% | 102,000 | $16.1M | No change |
| JPM JPMorgan Chase & Co. | 5.67% | 67,000 | $13.4M | No change |
| HD Home Depot Inc. | 3.89% | 24,000 | $9.2M | No change |
| WMT Walmart Inc. | 3.66% | 144,000 | $8.7M | No change |
| MSFT Microsoft Corp. | 3.56% | 20,000 | $8.4M | No change |
| MRK Merck & Co. Inc. | 3.47% | 62,295 | $8.2M | No change |
| PG The Procter & Gamble Co. | 3.43% | 50,000 | $8.1M | No change |
| GL Globe Life Inc. | 3.32% | 67,500 | $7.9M | No change |
| TDG Transdigm Group Inc. | 2.90% | 5,565 | $6.9M | No change |
| UNH Unitedhealth Group Inc. | 2.40% | 11,500 | $5.7M | No change |
| XOM Exxon Mobil Corp. | 2.21% | 45,000 | $5.2M | No change |
| MA Mastercard Inc. Class A | 2.16% | 10,600 | $5.1M | No change |
| EMR Emerson Electric Co. | 2.04% | 42,500 | $4.8M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.95% | 80,000 | $4.6M | No change |
| IDXX Idexx Laboratories Inc. | 1.94% | 8,495 | $4.6M | No change |
| CAT Caterpillar Inc. | 1.94% | 12,500 | $4.6M | No change |
| PFE Pfizer Inc. | 1.85% | 157,488 | $4.4M | No change |
| BA The Boeing Co. | 1.84% | 22,500 | $4.3M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.74% | 16,500 | $4.1M | No change |
| ITW Illinois Tool Works | 1.70% | 15,000 | $4.0M | No change |
| LMT Lockheed Martin Corp. | 1.63% | 8,500 | $3.9M | No change |
| INTC Intel Corp. | 1.59% | 85,000 | $3.8M | No change |
| UNP Union Pacific Corp. | 1.56% | 15,000 | $3.7M | No change |
| ABBV Abbvie Inc. | 1.54% | 20,000 | $3.6M | No change |
| AVY Avery Dennison Corp. | 1.46% | 15,500 | $3.5M | No change |
| CSCO Cisco Systems Inc. | 1.45% | 68,951 | $3.4M | No change |
| HON Honeywell International Inc. | 1.39% | 16,000 | $3.3M | No change |
| NSC Norfolk Southern Corp. | 1.35% | 12,500 | $3.2M | No change |
| CPRT Copart Inc. | 1.34% | 54,800 | $3.2M | No change |
| CSGP Costar Group Inc. | 1.31% | 32,000 | $3.1M | No change |
| ADBE Adobe Inc. | 1.04% | 4,875 | $2.5M | No change |
| PGR Progressive Corp. | 1.01% | 11,600 | $2.4M | No change |
| BMY Bristol-Myers Squibb Co. | 0.96% | 42,000 | $2.3M | No change |
| WSO Watsco Inc. | 0.91% | 5,000 | $2.2M | No change |
| DXCM Dexcom Inc. | 0.90% | 15,400 | $2.1M | No change |
| LHX L3HARRIS Technologies Inc. | 0.90% | 10,000 | $2.1M | No change |
| AMAT Applied Materials Inc. | 0.87% | 10,000 | $2.1M | New |
| V Visa Inc. Class A | 0.82% | 6,950 | $1.9M | No change |
| FISV Fiserv Inc. | 0.81% | 12,000 | $1.9M | No change |
| GOOG Alphabet Inc. Class C | 0.77% | 12,000 | $1.8M | No change |
| TXN Texas Instruments Inc. | 0.74% | 10,000 | $1.7M | No change |
| BAX Baxter International Inc. | 0.72% | 40,000 | $1.7M | No change |
| ABT Abbott Laboratories | 0.72% | 15,000 | $1.7M | No change |
| ADI Analog Devices Inc. | 0.71% | 8,500 | $1.7M | No change |
| ZTS Zoetis Inc. | 0.69% | 9,610 | $1.6M | No change |
| AMZN Amazon.com Inc. | 0.67% | 8,800 | $1.6M | No change |
| CVX Chevron Corp. | 0.67% | 10,000 | $1.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.64% | 40,000 | $1.5M | No change |
| WST West Pharmaceutical Services | 0.62% | 3,700 | $1.5M | No change |
| VEEV Veeva Systems Inc. Class A | 0.61% | 6,180 | $1.4M | No change |
| LYV Live Nation Entertainment Inc. | 0.58% | 13,010 | $1.4M | Add +30.0% |
| ULTA Ulta Beauty Inc. | 0.55% | 2,500 | $1.3M | No change |
| POOL Pool Corp. | 0.55% | 3,225 | $1.3M | Add +33.0% |
| ADP Automatic Data Processing | 0.53% | 5,000 | $1.2M | No change |
| BDX Becton Dickinson and Co. | 0.52% | 5,000 | $1.2M | No change |
| INTU Intuit Inc. | 0.52% | 1,900 | $1.2M | No change |
| FAST Fastenal Co. | 0.52% | 16,000 | $1.2M | No change |
| GWRE Guidewire Software Inc. | 0.52% | 10,500 | $1.2M | No change |
| AMT American Tower Corp. | 0.50% | 6,000 | $1.2M | No change |
| ALGN Align Technology Inc. | 0.48% | 3,475 | $1.1M | No change |
| ORLY O'reilly Automotive Inc. | 0.48% | 1,000 | $1.1M | No change |
| WM Waste Management Inc. | 0.45% | 5,000 | $1.1M | No change |
| APH Amphenol Corp. Class A | 0.44% | 9,100 | $1.0M | No change |
| WFC Wells Fargo & Co. | 0.44% | 18,000 | $1.0M | No change |
| ICE Intercontinental Exchange Inc. | 0.44% | 7,500 | $1.0M | No change |
| TYL Tyler Technologies Inc. | 0.43% | 2,400 | $1.0M | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.42% | 5,000 | $996K | No change |
| APD Air Products & Chemicals Inc. | 0.41% | 4,000 | $969K | No change |
| VZ Verizon Communications Inc. | 0.40% | 22,500 | $944K | No change |
| RTX RTX Corp. | 0.33% | 8,000 | $780K | No change |
| RYAN Ryan Specialty Holdings Inc. | 0.31% | 13,285 | $737K | No change |
| PXD Pioneer Natural Resources Co. | 0.31% | 2,800 | $735K | No change |
| ACN Accenture PLC Class A | 0.26% | 1,800 | $624K | No change |
| UBER Uber Technologies Inc. | 0.23% | 7,000 | $539K | New |
| PWSC Powerschool Holdings Inc. Class A | 0.21% | 22,820 | $486K | No change |
| NEOG Neogen Corp. | 0.17% | 25,870 | $408K | No change |
| T AT&T Inc. | 0.11% | 15,000 | $264K | No change |