| CAT Caterpillar Inc. | 8.76% | 39,980 | $19.1M | No change |
| DE Deere & Co. | 6.74% | 32,085 | $14.7M | Reduce -0.7% |
| ALL Allstate Corp. | 4.51% | 45,775 | $9.8M | Reduce -2.7% |
| MCD McDonald's Corp. | 4.25% | 30,460 | $9.3M | Reduce -4.4% |
| LLY Eli Lilly & Co. | 4.18% | 11,930 | $9.1M | Add +15.5% |
| RTX RTX Corp. | 3.97% | 51,644 | $8.6M | Add +4.8% |
| LMT Lockheed Martin Corp. | 3.39% | 14,765 | $7.4M | Add +12.6% |
| EMR Emerson Electric Co. | 3.24% | 53,685 | $7.0M | Reduce -4.9% |
| CMI Cummins Inc. | 2.83% | 14,600 | $6.2M | Reduce -0.7% |
| CVX Chevron Corp. | 2.62% | 36,679 | $5.7M | Reduce -6.7% |
| ABBV Abbvie Inc. | 2.57% | 24,190 | $5.6M | Reduce -6.2% |
| JNJ Johnson & Johnson | 2.51% | 29,494 | $5.5M | Reduce -7.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.45% | 18,925 | $5.3M | Reduce -9.9% |
| PG The Procter & Gamble Co. | 2.39% | 33,910 | $5.2M | Reduce -7.8% |
| AXP American Express Co. | 2.06% | 13,500 | $4.5M | Reduce -1.5% |
| MMM 3M Co. | 2.05% | 28,766 | $4.5M | Reduce -7.7% |
| HSY The Hershey Co. | 1.98% | 23,075 | $4.3M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 1.95% | 37,550 | $4.2M | Reduce -7.6% |
| AAPL Apple Inc. | 1.85% | 15,842 | $4.0M | Reduce -7.0% |
| KO The Coca-Cola Co. | 1.76% | 57,609 | $3.8M | Reduce -7.4% |
| SO The Southern Co. | 1.54% | 35,300 | $3.3M | Reduce -7.7% |
| NVDA Nvidia Corp. | 1.52% | 17,750 | $3.3M | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 1.47% | 4,768 | $3.2M | No change |
| PFE Pfizer Inc. | 1.40% | 119,846 | $3.1M | Reduce -9.4% |
| GE General Electric filed as GE AEROSPACE | 1.38% | 9,983 | $3.0M | Add +1.1% |
| BA The Boeing Co. | 1.33% | 13,406 | $2.9M | Add +84.8% |
| ABT Abbott Laboratories | 1.24% | 20,200 | $2.7M | Reduce -9.9% |
| DUK Duke Energy Corp. | 1.22% | 21,413 | $2.6M | Reduce -3.2% |
| FDX FedEx Corp. | 1.11% | 10,225 | $2.4M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.96% | 40,425 | $2.1M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.93% | 6,385 | $2.0M | Reduce -17.4% |
| MRK Merck & Co. Inc. | 0.91% | 23,478 | $2.0M | Reduce -16.2% |
| INTC Intel Corp. | 0.86% | 55,690 | $1.9M | Reduce -12.8% |
| ITA iShares U.S. Aerospace & Def | 0.83% | 8,650 | $1.8M | Add +70.4% |
| COST Costco Wholesale Corp. | 0.82% | 1,930 | $1.8M | No change |
| SCHO Schwab Short-Term US Treas | 0.82% | 73,000 | $1.8M | No change |
| DG Dollar General Corp. | 0.67% | 14,045 | $1.5M | Reduce -23.4% |
| GEV GE Vernova Inc. | 0.60% | 2,139 | $1.3M | Add +3.0% |
| LNC Lincoln National Corp. | 0.59% | 31,600 | $1.3M | No change |
| C Citigroup Inc. | 0.58% | 12,500 | $1.3M | Reduce -15.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.51% | 32,050 | $1.1M | Reduce -0.8% |
| JCI Johnson Controls Internation | 0.51% | 10,005 | $1.1M | Reduce -1.0% |
| SCHW Schwab (charles) Corp. | 0.49% | 11,150 | $1.1M | Reduce -2.0% |
| TXN Texas Instruments Inc. | 0.48% | 5,695 | $1.0M | Reduce -9.2% |
| CAH Cardinal Health Inc. | 0.47% | 6,500 | $1.0M | No change |
| DD Dupont DE Nemours Inc. | 0.46% | 12,739 | $992K | Reduce -20.8% |
| MET Metlife Inc. | 0.45% | 12,008 | $989K | Reduce -26.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.43% | 980 | $934K | Reduce -23.8% |
| ITW Illinois Tool Works | 0.42% | 3,500 | $913K | Reduce -5.6% |
| BKR Baker Hughes Co. | 0.39% | 17,500 | $853K | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.37% | 27,500 | $815K | Reduce -81.4% |
| HD Home Depot Inc. | 0.37% | 2,000 | $810K | Reduce -4.1% |
| CLX Clorox Company | 0.36% | 6,275 | $774K | Reduce -4.8% |
| ROK Rockwell Automation Inc. | 0.34% | 2,100 | $734K | No change |
| BMY Bristol-Myers Squibb Co. | 0.33% | 16,141 | $728K | Reduce -55.6% |
| MSFT Microsoft Corp. | 0.33% | 1,374 | $712K | Reduce -24.7% |
| MSI Motorola Solutions Inc. | 0.29% | 1,397 | $639K | No change |
| EBAY eBay Inc. | 0.27% | 6,400 | $582K | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 5,030 | $576K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 3,000 | $569K | No change |
| LOW Lowe's Cos Inc. | 0.26% | 2,250 | $565K | Reduce -15.6% |
| DAL Delta Air Lines Inc. | 0.26% | 9,800 | $556K | No change |
| CLF Cleveland-Cliffs Inc. | 0.25% | 44,875 | $547K | Add +201.7% |
| HAL Halliburton Co. | 0.24% | 21,260 | $523K | Reduce -57.1% |
| CCL Carnival Corp. | 0.22% | 16,600 | $480K | No change |
| GLW Corning Inc. | 0.21% | 5,650 | $463K | No change |
| MO Altria Group Inc. | 0.21% | 6,900 | $456K | Reduce -17.5% |
| GL Globe Life Inc. | 0.21% | 3,150 | $450K | Reduce -28.4% |
| GT Goodyear Tire & Rubber Co. | 0.20% | 58,600 | $438K | Reduce -16.1% |
| VMC Vulcan Materials Co. | 0.20% | 1,424 | $438K | No change |
| WMT Walmart Inc. | 0.20% | 4,200 | $433K | Reduce -36.0% |
| VZ Verizon Communications Inc. | 0.19% | 9,442 | $415K | Reduce -35.3% |
| CSCO Cisco Systems Inc. | 0.19% | 6,000 | $411K | Reduce -45.2% |
| PCAR Paccar Inc. | 0.19% | 4,162 | $409K | No change |
| ENB Enbridge Inc. | 0.19% | 8,071 | $407K | No change |
| PYPL PayPal Holdings Inc. | 0.18% | 5,750 | $386K | Reduce -1.7% |
| ED Consolidated Edison Inc. | 0.18% | 3,800 | $382K | Reduce -7.3% |
| WHR Whirlpool Corp. | 0.17% | 4,825 | $379K | No change |
| CTVA Corteva Inc. | 0.14% | 4,478 | $303K | Reduce -23.9% |
| KMI Kinder Morgan Inc. | 0.14% | 10,678 | $302K | Reduce -65.3% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,240 | $300K | No change |
| WY Weyerhaeuser Co. | 0.14% | 12,100 | $300K | Reduce -50.6% |
| COP Conocophillips | 0.14% | 3,132 | $296K | Reduce -19.3% |
| PEP Pepsico Inc. | 0.13% | 2,000 | $281K | Reduce -37.0% |
| T AT&T Inc. | 0.13% | 9,901 | $280K | Reduce -36.0% |
| LHX L3HARRIS Technologies Inc. | 0.13% | 900 | $275K | Reduce -24.6% |
| NOC Northrop Grumman Corp. | 0.12% | 425 | $259K | No change |
| BP BP PLC-Spons ADR | 0.12% | 7,350 | $253K | Reduce -42.8% |
| A Agilent Technologies Inc. | 0.11% | 1,925 | $247K | Reduce -13.5% |
| PSX Phillips 66 | 0.11% | 1,773 | $241K | Reduce -44.1% |
| KHC The Kraft Heinz Co. | 0.10% | 8,620 | $224K | Reduce -76.0% |