| AAPL Apple Inc. | 5.19% | 52,900 | $11.8M | No change |
| IP International Paper Co. | 4.56% | 193,400 | $10.3M | No change |
| CVX Chevron Corp. | 4.09% | 55,299 | $9.3M | No change |
| LLY Eli Lilly & Co. | 3.94% | 10,800 | $8.9M | No change |
| OKE Oneok Inc. | 3.44% | 78,515 | $7.8M | No change |
| MSFT Microsoft Corp. | 3.35% | 20,225 | $7.6M | Add +1.5% |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 3.09% | 373,978 | $7.0M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.87% | 26,510 | $6.5M | No change |
| MPC Marathon Petroleum Corp. | 2.68% | 41,558 | $6.1M | No change |
| CSX CSX Corp. | 2.61% | 201,000 | $5.9M | No change |
| XOM Exxon Mobil Corp. | 2.54% | 48,400 | $5.8M | No change |
| UNP Union Pacific Corp. | 2.30% | 22,000 | $5.2M | No change |
| ED Consolidated Edison Inc. | 2.15% | 44,000 | $4.9M | No change |
| EMN Eastman Chemical Co. | 2.15% | 55,100 | $4.9M | No change |
| COP Conocophillips | 2.14% | 46,200 | $4.9M | No change |
| NSC Norfolk Southern Corp. | 1.83% | 17,500 | $4.1M | No change |
| EPD Enterprise Products Partners | 1.81% | 120,000 | $4.1M | No change |
| FDX FedEx Corp. | 1.70% | 15,750 | $3.8M | Add +3.3% |
| AZO AutoZone Inc. | 1.68% | 1,000 | $3.8M | Reduce -9.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.55% | 6,600 | $3.5M | No change |
| HCA HCA Healthcare Inc. | 1.54% | 10,100 | $3.5M | No change |
| KNX Knight-Swift Transportation | 1.53% | 79,420 | $3.5M | Add +3.9% |
| FHN First Horizon Corp. | 1.46% | 170,000 | $3.3M | No change |
| PFE Pfizer Inc. | 1.42% | 126,947 | $3.2M | Add +3.3% |
| ORI Old Republic Intl Corp. | 1.42% | 82,000 | $3.2M | No change |
| UNH Unitedhealth Group Inc. | 1.34% | 5,800 | $3.0M | No change |
| VLO Valero Energy Corp. | 1.33% | 22,850 | $3.0M | No change |
| CINF Cincinnati Financial Corp. | 1.31% | 20,000 | $3.0M | No change |
| CP Canadian Pacific Kansas City | 1.18% | 38,068 | $2.7M | No change |
| META Meta Platforms Inc. Class A | 1.15% | 4,500 | $2.6M | No change |
| MO Altria Group Inc. | 1.11% | 41,839 | $2.5M | No change |
| LOW Lowe's Cos Inc. | 1.08% | 10,500 | $2.4M | No change |
| BTI British American Tob-SP ADR | 1.08% | 59,176 | $2.4M | No change |
| PSX Phillips 66 | 0.99% | 18,150 | $2.2M | No change |
| ABBV Abbvie Inc. | 0.93% | 10,000 | $2.1M | No change |
| MS Morgan Stanley | 0.82% | 16,000 | $1.9M | No change |
| BMY Bristol-Myers Squibb Co. | 0.82% | 30,600 | $1.9M | No change |
| SHEL Shell PLC-ADR | 0.82% | 25,439 | $1.9M | No change |
| HD Home Depot Inc. | 0.76% | 4,700 | $1.7M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.75% | 20,230 | $1.7M | No change |
| AEP American Electric Power | 0.72% | 15,000 | $1.6M | No change |
| UPS United Parcel Service Class B | 0.72% | 14,750 | $1.6M | Add +11.3% |
| NUE Nucor Corp. | 0.70% | 13,100 | $1.6M | No change |
| WMB Williams Cos Inc. | 0.65% | 24,729 | $1.5M | No change |
| LSTR Landstar System Inc. | 0.60% | 9,100 | $1.4M | No change |
| FE Firstenergy Corp. | 0.59% | 33,000 | $1.3M | No change |
| DUK Duke Energy Corp. | 0.58% | 10,700 | $1.3M | No change |
| KMI Kinder Morgan Inc. | 0.57% | 45,000 | $1.3M | No change |
| MRK Merck & Co. Inc. | 0.54% | 13,498 | $1.2M | No change |
| CAT Caterpillar Inc. | 0.53% | 3,650 | $1.2M | No change |
| PM Philip Morris International | 0.48% | 6,900 | $1.1M | No change |
| SCCO Southern Copper Corp. | 0.48% | 11,635 | $1.1M | Add +0.7% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.46% | 18,471 | $1.0M | No change |
| SO The Southern Co. | 0.45% | 11,000 | $1.0M | No change |
| FCX Freeport-McMoran Inc. | 0.45% | 26,700 | $1.0M | No change |
| BA The Boeing Co. | 0.42% | 5,550 | $947K | Add +177.5% |
| WMT Walmart Inc. | 0.41% | 10,500 | $922K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 5,510 | $915K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 12,000 | $882K | No change |
| CNI Canadian Natl Railway Co. | 0.39% | 9,000 | $877K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.34% | 13,545 | $778K | No change |
| STZ Constellation Brands Inc. Class A | 0.34% | 4,200 | $771K | Add +55.6% |
| TSCO Tractor Supply Company | 0.32% | 13,000 | $716K | No change |
| HTLD Heartland Express Inc. | 0.31% | 75,985 | $701K | Add +15.2% |
| AMZN Amazon.com Inc. | 0.30% | 3,600 | $685K | No change |
| VMC Vulcan Materials Co. | 0.30% | 2,900 | $677K | No change |
| BP BP PLC-Spons ADR | 0.30% | 19,854 | $671K | No change |
| WERN Werner Enterprises Inc. | 0.29% | 22,300 | $653K | No change |
| VZ Verizon Communications Inc. | 0.29% | 14,300 | $649K | Add +26.6% |
| MCD McDonald's Corp. | 0.28% | 2,000 | $625K | No change |
| TD Toronto-Dominion Bank | 0.28% | 10,395 | $623K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.27% | 12,760 | $605K | No change |
| NVDA Nvidia Corp. | 0.26% | 5,500 | $596K | Add +57.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.25% | 3,800 | $562K | No change |
| CSCO Cisco Systems Inc. | 0.25% | 9,100 | $562K | No change |
| XPO Xpo Inc. | 0.24% | 5,000 | $538K | No change |
| PPL PPL Corp. | 0.23% | 14,300 | $516K | No change |
| ENB Enbridge Inc. | 0.22% | 11,413 | $506K | No change |
| EQNR Equinor ASA-Spon ADR | 0.22% | 18,944 | $501K | No change |
| ETR Entergy Corp. | 0.21% | 5,600 | $479K | No change |
| DOW Dow Inc. | 0.21% | 13,391 | $468K | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 2,800 | $437K | New |
| INTC Intel Corp. | 0.19% | 19,000 | $431K | No change |
| BF.A Brown-Forman Corp. Class A | 0.18% | 12,000 | $402K | New |
| NI Nisource Inc. | 0.18% | 10,000 | $401K | No change |
| SNY Sanofi-ADR | 0.18% | 7,213 | $400K | No change |
| NVS Novartis AG-Sponsored ADR | 0.17% | 3,500 | $390K | No change |
| KR Kroger Co. | 0.16% | 5,500 | $372K | No change |
| TSLA Tesla Inc. | 0.16% | 1,400 | $363K | No change |
| T AT&T Inc. | 0.15% | 12,000 | $339K | No change |
| MDLZ Mondelez International Inc. Class A | 0.15% | 5,000 | $339K | No change |
| SPH Suburban Propane Partners LP | 0.15% | 16,000 | $336K | No change |
| STX Seagate Technology Holdings | 0.15% | 3,900 | $331K | No change |
| ODFL Old Dominion Freight Line | 0.15% | 2,000 | $331K | New |
| LRCX Lam Research Corp. | 0.14% | 4,500 | $327K | No change |
| MU Micron Technology Inc. | 0.14% | 3,600 | $313K | No change |
| MCO Moody's Corp. | 0.13% | 650 | $303K | No change |
| PLD Prologis Inc. | 0.13% | 2,665 | $298K | No change |
| HUBG Hub Group Inc. Class A | 0.13% | 8,000 | $297K | No change |
| KO The Coca-Cola Co. | 0.13% | 4,100 | $294K | No change |
| DD Dupont DE Nemours Inc. | 0.13% | 3,920 | $293K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.13% | 3,005 | $287K | No change |
| ELV Elevance Health Inc. | 0.12% | 650 | $283K | No change |
| DE Deere & Co. | 0.12% | 600 | $282K | No change |
| MAR Marriott International Class A | 0.12% | 1,175 | $280K | No change |
| CX Cemex Sab-Spons ADR Part Cer | 0.12% | 49,000 | $275K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.12% | 2,600 | $266K | No change |
| SNDR Schneider National Inc. Class B | 0.12% | 11,400 | $260K | No change |
| MT Arcelormittal-NY Registered | 0.11% | 8,699 | $251K | No change |
| CMI Cummins Inc. | 0.11% | 800 | $251K | No change |
| WELL Welltower Inc. | 0.11% | 1,600 | $245K | No change |
| PBF PBF Energy Inc. Class A | 0.11% | 12,700 | $242K | Add +30.9% |
| RY Royal Bank of Canada | 0.10% | 2,091 | $236K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.10% | 4,700 | $228K | No change |
| HON Honeywell International Inc. | 0.10% | 1,050 | $222K | No change |
| LMT Lockheed Martin Corp. | 0.10% | 484 | $216K | No change |
| FR First Industrial Realty TR | 0.10% | 4,000 | $216K | No change |
| KEY Keycorp | 0.09% | 13,000 | $208K | No change |
| GEV GE Vernova Inc. | 0.09% | 656 | $200K | No change |
| NOK Nokia Corp.-Spon ADR | 0.07% | 28,000 | $148K | No change |
| DOUG Douglas Elliman Inc. | 0.06% | 81,207 | $140K | No change |
| VTRS Viatris Inc. | 0.06% | 15,006 | $131K | No change |
| MHLD Maiden Holdings Ltd. | 0.00% | 15,000 | $9K | No change |