| JPM JPMorgan Chase & Co. | 7.87% | 67,000 | $21.1M | No change |
| JNJ Johnson & Johnson | 7.04% | 102,000 | $18.9M | No change |
| WMT Walmart Inc. | 5.53% | 144,000 | $14.8M | No change |
| MSFT Microsoft Corp. | 4.17% | 21,620 | $11.2M | No change |
| HD Home Depot Inc. | 3.62% | 24,000 | $9.7M | No change |
| GL Globe Life Inc. | 3.59% | 67,500 | $9.7M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.25% | 80,000 | $8.7M | No change |
| PG The Procter & Gamble Co. | 2.86% | 50,000 | $7.7M | No change |
| TDG Transdigm Group Inc. | 2.49% | 5,065 | $6.7M | No change |
| CAT Caterpillar Inc. | 2.22% | 12,500 | $6.0M | No change |
| XOM Exxon Mobil Corp. | 2.16% | 51,505 | $5.8M | No change |
| EMR Emerson Electric Co. | 2.08% | 42,500 | $5.6M | No change |
| MRK Merck & Co. Inc. | 1.95% | 62,295 | $5.2M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.90% | 16,500 | $5.1M | No change |
| BA The Boeing Co. | 1.81% | 22,500 | $4.9M | No change |
| CSCO Cisco Systems Inc. | 1.76% | 68,951 | $4.7M | No change |
| ABBV Abbvie Inc. | 1.72% | 20,000 | $4.6M | No change |
| LMT Lockheed Martin Corp. | 1.58% | 8,500 | $4.2M | No change |
| PFE Pfizer Inc. | 1.49% | 157,488 | $4.0M | No change |
| ITW Illinois Tool Works | 1.46% | 15,000 | $3.9M | No change |
| MA Mastercard Inc. Class A | 1.40% | 6,630 | $3.8M | Reduce -15.9% |
| NSC Norfolk Southern Corp. | 1.40% | 12,500 | $3.8M | No change |
| UNP Union Pacific Corp. | 1.32% | 15,000 | $3.5M | No change |
| HON Honeywell International Inc. | 1.25% | 16,000 | $3.4M | No change |
| IDXX Idexx Laboratories Inc. | 1.25% | 5,245 | $3.4M | Reduce -38.3% |
| LHX L3HARRIS Technologies Inc. | 1.14% | 10,000 | $3.1M | No change |
| GOOG Alphabet Inc. Class C | 1.09% | 12,000 | $2.9M | No change |
| NVDA Nvidia Corp. | 1.09% | 15,640 | $2.9M | Add +40.4% |
| PGR Progressive Corp. | 1.07% | 11,600 | $2.9M | No change |
| INTC Intel Corp. | 1.06% | 85,000 | $2.9M | No change |
| CSGP Costar Group Inc. | 1.01% | 32,000 | $2.7M | No change |
| UNH Unitedhealth Group Inc. | 0.96% | 7,500 | $2.6M | Reduce -34.8% |
| AVY Avery Dennison Corp. | 0.94% | 15,500 | $2.5M | No change |
| CPRT Copart Inc. | 0.92% | 54,800 | $2.5M | No change |
| GWRE Guidewire Software Inc. | 0.90% | 10,500 | $2.4M | No change |
| V Visa Inc. Class A | 0.88% | 6,950 | $2.4M | No change |
| APH Amphenol Corp. Class A | 0.84% | 18,200 | $2.3M | No change |
| BWXT BWX Technologies Inc. | 0.80% | 11,675 | $2.2M | No change |
| LYV Live Nation Entertainment Inc. | 0.79% | 13,010 | $2.1M | No change |
| ADI Analog Devices Inc. | 0.78% | 8,500 | $2.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.77% | 40,000 | $2.1M | No change |
| APPLIED MATLS INC | 0.76% | 10,000 | $2.0M | No change |
| WSO Watsco Inc. | 0.75% | 5,000 | $2.0M | No change |
| ABT Abbott Laboratories | 0.75% | 15,000 | $2.0M | No change |
| AMZN Amazon.com Inc. | 0.72% | 8,800 | $1.9M | No change |
| VEEV Veeva Systems Inc. Class A | 0.72% | 6,475 | $1.9M | No change |
| BMY Bristol-Myers Squibb Co. | 0.71% | 42,000 | $1.9M | No change |
| TXN Texas Instruments Inc. | 0.68% | 10,000 | $1.8M | No change |
| UBER Uber Technologies Inc. | 0.66% | 18,000 | $1.8M | No change |
| ADBE Adobe Inc. | 0.64% | 4,875 | $1.7M | No change |
| ORLY O'reilly Automotive Inc. | 0.60% | 15,000 | $1.6M | No change |
| FAST Fastenal Co. | 0.58% | 32,000 | $1.6M | No change |
| CVX Chevron Corp. | 0.58% | 10,000 | $1.6M | No change |
| FISV Fiserv Inc. | 0.58% | 12,000 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.56% | 18,000 | $1.5M | No change |
| ADP Automatic Data Processing | 0.55% | 5,000 | $1.5M | No change |
| AMT American Tower Corp. | 0.53% | 7,420 | $1.4M | No change |
| ZTS Zoetis Inc. | 0.52% | 9,610 | $1.4M | No change |
| META Meta Platforms Inc. Class A | 0.51% | 1,880 | $1.4M | New |
| RTX RTX Corp. | 0.50% | 8,000 | $1.3M | No change |
| CWAN Clearwater Analytics HDS-A | 0.49% | 72,370 | $1.3M | No change |
| INTU Intuit Inc. | 0.48% | 1,900 | $1.3M | No change |
| ICE Intercontinental Exchange Inc. | 0.47% | 7,500 | $1.3M | No change |
| TYL Tyler Technologies Inc. | 0.47% | 2,400 | $1.3M | No change |
| AAON Aaon Inc. | 0.45% | 13,000 | $1.2M | No change |
| NOW ServiceNow Inc. | 0.43% | 1,265 | $1.2M | New |
| WM Waste Management Inc. | 0.41% | 5,000 | $1.1M | No change |
| PCOR Procore Technologies Inc. | 0.41% | 15,025 | $1.1M | No change |
| APD Air Products & Chemicals Inc. | 0.41% | 4,000 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.37% | 22,500 | $989K | No change |
| WST West Pharmaceutical Services | 0.36% | 3,700 | $971K | No change |
| BDX Becton Dickinson and Co. | 0.35% | 5,000 | $936K | No change |
| BAX Baxter International Inc. | 0.34% | 40,000 | $911K | No change |
| RYAN Ryan Specialty Holdings Inc. | 0.28% | 13,285 | $749K | No change |
| T AT&T Inc. | 0.16% | 15,000 | $424K | No change |