| DE Deere & Co. | 5.83% | 33,025 | $15.5M | Reduce -5.2% |
| CAT Caterpillar Inc. | 5.15% | 41,525 | $13.7M | Reduce -6.1% |
| MCD McDonald's Corp. | 4.18% | 35,552 | $11.1M | Reduce -1.0% |
| ALL Allstate Corp. | 3.98% | 51,044 | $10.6M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 3.46% | 11,125 | $9.2M | Reduce -2.4% |
| CVX Chevron Corp. | 3.01% | 47,850 | $8.0M | Reduce -5.8% |
| EMR Emerson Electric Co. | 2.77% | 67,241 | $7.4M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 2.76% | 43,122 | $7.3M | Reduce -7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.71% | 28,918 | $7.2M | Reduce -6.3% |
| RTX RTX Corp. | 2.55% | 51,131 | $6.8M | Reduce -0.8% |
| JNJ Johnson & Johnson | 2.42% | 38,777 | $6.4M | Reduce -5.2% |
| ABBV Abbvie Inc. | 2.41% | 30,547 | $6.4M | No change |
| XOM Exxon Mobil Corp. | 2.30% | 51,464 | $6.1M | Reduce -3.0% |
| LMT Lockheed Martin Corp. | 2.21% | 13,180 | $5.9M | Reduce -4.2% |
| EDV Vanguard Extended Dur Treas | 2.14% | 80,000 | $5.7M | No change |
| MMM 3M Co. | 2.10% | 37,976 | $5.6M | Reduce -3.7% |
| SPBO SS SPDR P Corp. Bond ETF | 2.05% | 188,000 | $5.5M | No change |
| KO The Coca-Cola Co. | 1.99% | 73,889 | $5.3M | Reduce -6.2% |
| AAPL Apple Inc. | 1.86% | 22,242 | $4.9M | Reduce -7.6% |
| SCHQ Schwab Long-Term US Treasury | 1.82% | 148,000 | $4.8M | No change |
| CMI Cummins Inc. | 1.78% | 15,060 | $4.7M | Reduce -9.6% |
| HSY The Hershey Co. | 1.65% | 25,656 | $4.4M | Reduce -4.4% |
| SO The Southern Co. | 1.61% | 46,425 | $4.3M | Reduce -4.8% |
| PFE Pfizer Inc. | 1.56% | 163,243 | $4.1M | Reduce -6.0% |
| AXP American Express Co. | 1.56% | 15,365 | $4.1M | Reduce -4.0% |
| MRK Merck & Co. Inc. | 1.41% | 41,890 | $3.8M | Add +2.9% |
| DUK Duke Energy Corp. | 1.26% | 27,353 | $3.3M | Reduce -7.6% |
| ABT Abbott Laboratories | 1.21% | 24,280 | $3.2M | Reduce -0.8% |
| DG Dollar General Corp. | 1.18% | 35,731 | $3.1M | Add +40.8% |
| FDX FedEx Corp. | 1.08% | 11,800 | $2.9M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 1.03% | 11,205 | $2.7M | Reduce -11.1% |
| IVV iShares Core S&P 500 ETF | 1.01% | 4,768 | $2.7M | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.98% | 42,891 | $2.6M | Reduce -2.3% |
| SCHO Schwab Short-Term US Treas | 0.94% | 103,000 | $2.5M | No change |
| NVDA Nvidia Corp. | 0.90% | 22,000 | $2.4M | Reduce -17.0% |
| MET Metlife Inc. | 0.90% | 29,635 | $2.4M | Reduce -7.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.89% | 2,400 | $2.4M | Reduce -7.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.82% | 52,300 | $2.2M | Reduce -16.8% |
| DD Dupont DE Nemours Inc. | 0.80% | 28,587 | $2.1M | Reduce -8.7% |
| GE General Electric filed as GE AEROSPACE | 0.76% | 10,126 | $2.0M | Reduce -3.6% |
| WMT Walmart Inc. | 0.74% | 22,260 | $2.0M | Reduce -8.3% |
| TXN Texas Instruments Inc. | 0.71% | 10,490 | $1.9M | Reduce -8.6% |
| COST Costco Wholesale Corp. | 0.69% | 1,930 | $1.8M | Reduce -1.0% |
| HAL Halliburton Co. | 0.68% | 71,363 | $1.8M | Add +2.6% |
| KHC The Kraft Heinz Co. | 0.67% | 58,655 | $1.8M | Reduce -7.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.58% | 37,025 | $1.5M | Add +2.8% |
| INTC Intel Corp. | 0.56% | 65,970 | $1.5M | Reduce -7.3% |
| KMI Kinder Morgan Inc. | 0.56% | 52,163 | $1.5M | Reduce -12.1% |
| C Citigroup Inc. | 0.52% | 19,565 | $1.4M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.50% | 21,498 | $1.3M | Reduce -3.7% |
| SCHW Schwab (charles) Corp. | 0.47% | 16,075 | $1.3M | Reduce -0.6% |
| BA The Boeing Co. | 0.47% | 7,347 | $1.3M | No change |
| MSFT Microsoft Corp. | 0.47% | 3,310 | $1.2M | Add +14.9% |
| WY Weyerhaeuser Co. | 0.44% | 39,780 | $1.2M | Reduce -17.8% |
| VZ Verizon Communications Inc. | 0.44% | 25,567 | $1.2M | Add +5.4% |
| LNC Lincoln National Corp. | 0.43% | 31,600 | $1.1M | No change |
| CLX Clorox Company | 0.41% | 7,391 | $1.1M | Reduce -7.6% |
| HD Home Depot Inc. | 0.36% | 2,625 | $962K | Reduce -0.7% |
| ITW Illinois Tool Works | 0.35% | 3,782 | $938K | Reduce -0.7% |
| CAH Cardinal Health Inc. | 0.34% | 6,500 | $896K | No change |
| LOW Lowe's Cos Inc. | 0.33% | 3,790 | $884K | No change |
| JCI Johnson Controls Internation | 0.31% | 10,407 | $834K | Reduce -1.9% |
| PSX Phillips 66 | 0.31% | 6,723 | $830K | Reduce -0.7% |
| GIS General Mills Inc. | 0.31% | 13,832 | $827K | Add +3.0% |
| ITA iShares U.S. Aerospace & Def | 0.29% | 5,075 | $777K | Reduce -10.6% |
| BKR Baker Hughes Co. | 0.29% | 17,500 | $769K | Add +9.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 7,636 | $754K | Reduce -8.9% |
| SHEL Shell PLC-ADR | 0.28% | 10,028 | $735K | Reduce -7.0% |
| T AT&T Inc. | 0.26% | 24,230 | $685K | Reduce -1.3% |
| GT Goodyear Tire & Rubber Co. | 0.25% | 71,075 | $657K | Reduce -8.1% |
| GEV GE Vernova Inc. | 0.25% | 2,139 | $653K | Reduce -4.2% |
| BP BP PLC-Spons ADR | 0.24% | 18,543 | $627K | Reduce -10.2% |
| MSI Motorola Solutions Inc. | 0.23% | 1,397 | $612K | No change |
| GL Globe Life Inc. | 0.22% | 4,400 | $580K | No change |
| COP Conocophillips | 0.21% | 5,309 | $558K | Add +10.4% |
| ED Consolidated Edison Inc. | 0.20% | 4,920 | $544K | Reduce -19.6% |
| ROK Rockwell Automation Inc. | 0.20% | 2,100 | $543K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 3,000 | $520K | Reduce -3.9% |
| MO Altria Group Inc. | 0.19% | 8,363 | $502K | No change |
| NEM Newmont Corp. | 0.18% | 10,050 | $485K | Add +53.4% |
| PEP Pepsico Inc. | 0.18% | 3,175 | $476K | Reduce -0.8% |
| ENB Enbridge Inc. | 0.17% | 10,058 | $446K | Add +5.2% |
| EBAY eBay Inc. | 0.17% | 6,500 | $440K | No change |
| WHR Whirlpool Corp. | 0.16% | 4,825 | $435K | Reduce -16.3% |
| DAL Delta Air Lines Inc. | 0.16% | 9,800 | $427K | No change |
| CTVA Corteva Inc. | 0.16% | 6,629 | $417K | Reduce -24.8% |
| PCAR Paccar Inc. | 0.15% | 4,162 | $405K | No change |
| AEP American Electric Power | 0.15% | 3,670 | $401K | Reduce -3.9% |
| PYPL PayPal Holdings Inc. | 0.14% | 5,850 | $382K | No change |
| A Agilent Technologies Inc. | 0.14% | 3,250 | $380K | Reduce -15.1% |
| WPM Wheaton Precious Metals Corp. | 0.14% | 4,640 | $360K | New |
| GLD SPDR Gold Shares | 0.14% | 1,250 | $360K | New |
| OKE Oneok Inc. | 0.13% | 3,500 | $347K | No change |
| VMC Vulcan Materials Co. | 0.13% | 1,424 | $332K | No change |
| CCL Carnival Corp. | 0.12% | 16,600 | $324K | No change |
| TFC Truist Financial Corp. | 0.12% | 7,735 | $318K | Reduce -1.5% |
| DOW Dow Inc. | 0.12% | 9,000 | $314K | Reduce -15.8% |
| B Barrick Gold Corp. | 0.12% | 16,100 | $313K | New |
| BAX Baxter International Inc. | 0.11% | 8,900 | $305K | Reduce -14.4% |
| FISV Fiserv Inc. | 0.10% | 1,212 | $268K | No change |
| LHX L3HARRIS Technologies Inc. | 0.10% | 1,268 | $265K | Reduce -9.0% |
| GLW Corning Inc. | 0.10% | 5,650 | $259K | Reduce -3.4% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,240 | $247K | Reduce -28.7% |
| PNW Pinnacle West Capital | 0.09% | 2,550 | $243K | No change |
| CL Colgate-Palmolive Co. | 0.09% | 2,425 | $227K | No change |
| NOC Northrop Grumman Corp. | 0.08% | 425 | $218K | New |
| BSX Boston Scientific Corp. | 0.08% | 2,000 | $202K | New |
| PARAA Paramount Global Class B | 0.08% | 16,800 | $201K | No change |
| CLF Cleveland-Cliffs Inc. | 0.05% | 14,875 | $122K | Reduce -28.7% |