| JNJ Johnson & Johnson | 6.87% | 102,000 | $16.9M | No change |
| JPM JPMorgan Chase & Co. | 6.67% | 67,000 | $16.4M | Reduce -0.7% |
| WMT Walmart Inc. | 5.13% | 144,000 | $12.6M | No change |
| GL Globe Life Inc. | 3.61% | 67,500 | $8.9M | No change |
| HD Home Depot Inc. | 3.57% | 24,000 | $8.8M | No change |
| PG The Procter & Gamble Co. | 3.46% | 50,000 | $8.5M | No change |
| MSFT Microsoft Corp. | 3.30% | 21,620 | $8.1M | No change |
| TDG Transdigm Group Inc. | 2.85% | 5,065 | $7.0M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.72% | 80,000 | $6.7M | No change |
| XOM Exxon Mobil Corp. | 2.49% | 51,505 | $6.1M | No change |
| UNH Unitedhealth Group Inc. | 2.45% | 11,500 | $6.0M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.31% | 16,500 | $5.7M | No change |
| MRK Merck & Co. Inc. | 2.27% | 62,295 | $5.6M | No change |
| EMR Emerson Electric Co. | 1.89% | 42,500 | $4.7M | No change |
| MA Mastercard Inc. Class A | 1.75% | 7,880 | $4.3M | No change |
| CSCO Cisco Systems Inc. | 1.73% | 68,951 | $4.3M | No change |
| ABBV Abbvie Inc. | 1.70% | 20,000 | $4.2M | No change |
| CAT Caterpillar Inc. | 1.67% | 12,500 | $4.1M | No change |
| PFE Pfizer Inc. | 1.62% | 157,488 | $4.0M | No change |
| BA The Boeing Co. | 1.56% | 22,500 | $3.8M | No change |
| LMT Lockheed Martin Corp. | 1.54% | 8,500 | $3.8M | No change |
| ITW Illinois Tool Works | 1.51% | 15,000 | $3.7M | No change |
| IDXX Idexx Laboratories Inc. | 1.45% | 8,495 | $3.6M | No change |
| UNP Union Pacific Corp. | 1.44% | 15,000 | $3.5M | No change |
| HON Honeywell International Inc. | 1.38% | 16,000 | $3.4M | No change |
| PGR Progressive Corp. | 1.33% | 11,600 | $3.3M | No change |
| CPRT Copart Inc. | 1.26% | 54,800 | $3.1M | No change |
| NSC Norfolk Southern Corp. | 1.20% | 12,500 | $3.0M | No change |
| AVY Avery Dennison Corp. | 1.12% | 15,500 | $2.8M | No change |
| FISV Fiserv Inc. | 1.08% | 12,000 | $2.6M | No change |
| BMY Bristol-Myers Squibb Co. | 1.04% | 42,000 | $2.6M | No change |
| WSO Watsco Inc. | 1.03% | 5,000 | $2.5M | No change |
| CSGP Costar Group Inc. | 1.03% | 32,000 | $2.5M | No change |
| V Visa Inc. Class A | 0.99% | 6,950 | $2.4M | No change |
| LHX L3HARRIS Technologies Inc. | 0.85% | 10,000 | $2.1M | No change |
| ABT Abbott Laboratories | 0.81% | 15,000 | $2.0M | No change |
| GWRE Guidewire Software Inc. | 0.80% | 10,500 | $2.0M | No change |
| INTC Intel Corp. | 0.78% | 85,000 | $1.9M | No change |
| GOOG Alphabet Inc. Class C | 0.76% | 12,000 | $1.9M | No change |
| ADBE Adobe Inc. | 0.76% | 4,875 | $1.9M | No change |
| TXN Texas Instruments Inc. | 0.73% | 10,000 | $1.8M | No change |
| ADI Analog Devices Inc. | 0.70% | 8,500 | $1.7M | No change |
| LYV Live Nation Entertainment Inc. | 0.69% | 13,010 | $1.7M | No change |
| AMZN Amazon.com Inc. | 0.68% | 8,800 | $1.7M | No change |
| CVX Chevron Corp. | 0.68% | 10,000 | $1.7M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 40,000 | $1.7M | No change |
| AMT American Tower Corp. | 0.66% | 7,420 | $1.6M | No change |
| ZTS Zoetis Inc. | 0.64% | 9,610 | $1.6M | No change |
| POOL Pool Corp. | 0.64% | 4,970 | $1.6M | No change |
| ADP Automatic Data Processing | 0.62% | 5,000 | $1.5M | No change |
| VEEV Veeva Systems Inc. Class A | 0.61% | 6,475 | $1.5M | No change |
| APPLIED MATLS INC | 0.59% | 10,000 | $1.5M | No change |
| ORLY O'reilly Automotive Inc. | 0.58% | 1,000 | $1.4M | No change |
| TYL Tyler Technologies Inc. | 0.57% | 2,400 | $1.4M | No change |
| BAX Baxter International Inc. | 0.56% | 40,000 | $1.4M | No change |
| UBER Uber Technologies Inc. | 0.53% | 18,000 | $1.3M | No change |
| ICE Intercontinental Exchange Inc. | 0.53% | 7,500 | $1.3M | No change |
| WFC Wells Fargo & Co. | 0.52% | 18,000 | $1.3M | No change |
| FAST Fastenal Co. | 0.50% | 16,000 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.49% | 11,140 | $1.2M | No change |
| APH Amphenol Corp. Class A | 0.48% | 18,200 | $1.2M | No change |
| APD Air Products & Chemicals Inc. | 0.48% | 4,000 | $1.2M | No change |
| INTU Intuit Inc. | 0.47% | 1,900 | $1.2M | No change |
| WM Waste Management Inc. | 0.47% | 5,000 | $1.2M | No change |
| BWXT BWX Technologies Inc. | 0.47% | 11,675 | $1.2M | Add +104.8% |
| BDX Becton Dickinson and Co. | 0.47% | 5,000 | $1.1M | No change |
| RTX RTX Corp. | 0.43% | 8,000 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.41% | 22,500 | $1.0M | No change |
| CWAN Clearwater Analytics HDS-A | 0.41% | 37,730 | $1.0M | No change |
| PCOR Procore Technologies Inc. | 0.40% | 15,025 | $992K | No change |
| RYAN Ryan Specialty Holdings Inc. | 0.40% | 13,285 | $981K | No change |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.37% | 5,260 | $921K | No change |
| WST West Pharmaceutical Services | 0.34% | 3,700 | $828K | No change |
| ACN Accenture PLC Class A | 0.23% | 1,800 | $562K | No change |
| T AT&T Inc. | 0.17% | 15,000 | $424K | No change |