| CMI Cummins Inc. | 17.41% | 46,000 | $32.8M | No change |
| MSFT Microsoft Corp. | 15.83% | 80,000 | $29.8M | No change |
| DOV Dover Corp. | 10.71% | 90,000 | $20.2M | No change |
| ENB Enbridge Inc. | 8.90% | 309,418 | $16.8M | No change |
| ADP Automatic Data Processing | 8.56% | 72,000 | $16.1M | No change |
| DUK Duke Energy Corp. | 4.45% | 66,300 | $8.4M | No change |
| RTX RTX Corp. | 4.03% | 40,000 | $7.6M | No change |
| APD Air Products & Chemicals Inc. | 3.85% | 24,750 | $7.3M | No change |
| JNJ Johnson & Johnson | 3.37% | 25,000 | $6.3M | No change |
| HON Honeywell International Inc. | 2.97% | 25,000 | $5.6M | No change |
| HONA Honeywell Aerospace Inc. | 2.93% | 25,000 | $5.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 2.58% | 9,682 | $4.9M | No change |
| USB US Bancorp | 2.56% | 80,000 | $4.8M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.21% | 27,500 | $4.2M | No change |
| WEC WEC Energy Group Inc. | 1.92% | 31,000 | $3.6M | No change |
| ADI Analog Devices Inc. | 1.76% | 8,355 | $3.3M | No change |
| HD Home Depot Inc. | 1.31% | 7,000 | $2.5M | No change |
| ACN Accenture PLC Class A | 0.99% | 15,000 | $1.9M | No change |
| HAS Hasbro Inc. | 0.94% | 21,500 | $1.8M | No change |
| PNW Pinnacle West Capital | 0.85% | 14,958 | $1.6M | No change |
| RF Regions Financial Corp. | 0.60% | 37,440 | $1.1M | No change |
| LYB Lyondellbasell Indu Class A | 0.49% | 17,683 | $931K | No change |
| CMCSA Comcast Corp. Class A | 0.46% | 35,000 | $859K | No change |
| WAL Western Alliance Bancorp | 0.32% | 7,405 | $609K | No change |