| JPM JPMorgan Chase & Co. | 7.64% | 67,000 | $19.4M | No change |
| JNJ Johnson & Johnson | 6.12% | 102,000 | $15.6M | No change |
| WMT Walmart Inc. | 5.53% | 144,000 | $14.1M | No change |
| MSFT Microsoft Corp. | 4.23% | 21,620 | $10.8M | No change |
| HD Home Depot Inc. | 3.46% | 24,000 | $8.8M | No change |
| GL Globe Life Inc. | 3.30% | 67,500 | $8.4M | No change |
| PG The Procter & Gamble Co. | 3.13% | 50,000 | $8.0M | No change |
| TDG Transdigm Group Inc. | 3.03% | 5,065 | $7.7M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.87% | 80,000 | $7.3M | No change |
| EMR Emerson Electric Co. | 2.23% | 42,500 | $5.7M | No change |
| XOM Exxon Mobil Corp. | 2.18% | 51,505 | $5.6M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.08% | 16,500 | $5.3M | No change |
| MRK Merck & Co. Inc. | 1.94% | 62,295 | $4.9M | No change |
| CAT Caterpillar Inc. | 1.91% | 12,500 | $4.9M | No change |
| CSCO Cisco Systems Inc. | 1.88% | 68,951 | $4.8M | No change |
| BA The Boeing Co. | 1.85% | 22,500 | $4.7M | No change |
| IDXX Idexx Laboratories Inc. | 1.79% | 8,495 | $4.6M | No change |
| MA Mastercard Inc. Class A | 1.74% | 7,880 | $4.4M | No change |
| LMT Lockheed Martin Corp. | 1.55% | 8,500 | $3.9M | No change |
| PFE Pfizer Inc. | 1.50% | 157,488 | $3.8M | No change |
| HON Honeywell International Inc. | 1.46% | 16,000 | $3.7M | No change |
| ABBV Abbvie Inc. | 1.46% | 20,000 | $3.7M | No change |
| ITW Illinois Tool Works | 1.46% | 15,000 | $3.7M | No change |
| UNH Unitedhealth Group Inc. | 1.41% | 11,500 | $3.6M | No change |
| UNP Union Pacific Corp. | 1.36% | 15,000 | $3.5M | No change |
| NSC Norfolk Southern Corp. | 1.26% | 12,500 | $3.2M | No change |
| PGR Progressive Corp. | 1.22% | 11,600 | $3.1M | No change |
| AVY Avery Dennison Corp. | 1.07% | 15,500 | $2.7M | No change |
| CPRT Copart Inc. | 1.06% | 54,800 | $2.7M | No change |
| CSGP Costar Group Inc. | 1.01% | 32,000 | $2.6M | No change |
| LHX L3HARRIS Technologies Inc. | 0.99% | 10,000 | $2.5M | No change |
| GWRE Guidewire Software Inc. | 0.97% | 10,500 | $2.5M | No change |
| V Visa Inc. Class A | 0.97% | 6,950 | $2.5M | No change |
| WSO Watsco Inc. | 0.87% | 5,000 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 0.84% | 12,000 | $2.1M | No change |
| TXN Texas Instruments Inc. | 0.82% | 10,000 | $2.1M | No change |
| FISV Fiserv Inc. | 0.81% | 12,000 | $2.1M | No change |
| ABT Abbott Laboratories | 0.80% | 15,000 | $2.0M | No change |
| ADI Analog Devices Inc. | 0.80% | 8,500 | $2.0M | No change |
| LYV Live Nation Entertainment Inc. | 0.77% | 13,010 | $2.0M | No change |
| BMY Bristol-Myers Squibb Co. | 0.76% | 42,000 | $1.9M | No change |
| AMZN Amazon.com Inc. | 0.76% | 8,800 | $1.9M | No change |
| INTC Intel Corp. | 0.75% | 85,000 | $1.9M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.74% | 40,000 | $1.9M | No change |
| ADBE Adobe Inc. | 0.74% | 4,875 | $1.9M | No change |
| VEEV Veeva Systems Inc. Class A | 0.73% | 6,475 | $1.9M | No change |
| APPLIED MATLS INC | 0.72% | 10,000 | $1.8M | No change |
| APH Amphenol Corp. Class A | 0.71% | 18,200 | $1.8M | No change |
| NVDA Nvidia Corp. | 0.69% | 11,140 | $1.8M | No change |
| BWXT BWX Technologies Inc. | 0.66% | 11,675 | $1.7M | No change |
| UBER Uber Technologies Inc. | 0.66% | 18,000 | $1.7M | No change |
| AMT American Tower Corp. | 0.64% | 7,420 | $1.6M | No change |
| CWAN Clearwater Analytics HDS-A | 0.62% | 72,370 | $1.6M | Add +91.8% |
| ADP Automatic Data Processing | 0.61% | 5,000 | $1.5M | No change |
| ZTS Zoetis Inc. | 0.59% | 9,610 | $1.5M | No change |
| INTU Intuit Inc. | 0.59% | 1,900 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.57% | 18,000 | $1.4M | No change |
| CVX Chevron Corp. | 0.56% | 10,000 | $1.4M | No change |
| TYL Tyler Technologies Inc. | 0.56% | 2,400 | $1.4M | No change |
| ICE Intercontinental Exchange Inc. | 0.54% | 7,500 | $1.4M | No change |
| ORLY O'reilly Automotive Inc. | 0.53% | 15,000 | $1.4M | No change |
| FAST Fastenal Co. | 0.53% | 32,000 | $1.3M | No change |
| BAX Baxter International Inc. | 0.48% | 40,000 | $1.2M | No change |
| RTX RTX Corp. | 0.46% | 8,000 | $1.2M | No change |
| WM Waste Management Inc. | 0.45% | 5,000 | $1.1M | No change |
| APD Air Products & Chemicals Inc. | 0.44% | 4,000 | $1.1M | No change |
| PCOR Procore Technologies Inc. | 0.40% | 15,025 | $1.0M | No change |
| VZ Verizon Communications Inc. | 0.38% | 22,500 | $974K | No change |
| AAON Aaon Inc. | 0.38% | 13,000 | $959K | New |
| RYAN Ryan Specialty Holdings Inc. | 0.36% | 13,285 | $903K | No change |
| BDX Becton Dickinson and Co. | 0.34% | 5,000 | $861K | No change |
| WST West Pharmaceutical Services | 0.32% | 3,700 | $810K | No change |
| ACN Accenture PLC Class A | 0.21% | 1,800 | $538K | No change |
| T AT&T Inc. | 0.17% | 15,000 | $434K | No change |