| MSFT Microsoft Corp. | 17.21% | 80,000 | $30.0M | No change |
| ADP Automatic Data Processing | 12.61% | 72,000 | $22.0M | No change |
| DOV Dover Corp. | 9.06% | 90,000 | $15.8M | No change |
| CMI Cummins Inc. | 8.26% | 46,000 | $14.4M | No change |
| ENB Enbridge Inc. | 7.86% | 309,418 | $13.7M | No change |
| JPM JPMorgan Chase & Co. | 6.54% | 46,500 | $11.4M | No change |
| HON Honeywell International Inc. | 6.07% | 50,000 | $10.6M | No change |
| DUK Duke Energy Corp. | 4.63% | 66,300 | $8.1M | No change |
| APD Air Products & Chemicals Inc. | 4.18% | 24,750 | $7.3M | No change |
| PFE Pfizer Inc. | 3.43% | 236,400 | $6.0M | No change |
| RTX RTX Corp. | 3.04% | 40,000 | $5.3M | No change |
| ACN Accenture PLC Class A | 2.68% | 15,000 | $4.7M | No change |
| JNJ Johnson & Johnson | 2.38% | 25,000 | $4.1M | No change |
| WEC WEC Energy Group Inc. | 1.94% | 31,000 | $3.4M | No change |
| USB US Bancorp | 1.94% | 80,000 | $3.4M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.92% | 27,500 | $3.3M | No change |
| HD Home Depot Inc. | 1.47% | 7,000 | $2.6M | No change |
| ADI Analog Devices Inc. | 0.97% | 8,355 | $1.7M | No change |
| PNW Pinnacle West Capital | 0.82% | 14,958 | $1.4M | No change |
| HAS Hasbro Inc. | 0.76% | 21,500 | $1.3M | No change |
| CMCSA Comcast Corp. Class A | 0.74% | 35,000 | $1.3M | No change |
| LYB Lyondellbasell Indu Class A | 0.71% | 17,683 | $1.2M | No change |
| RF Regions Financial Corp. | 0.47% | 37,440 | $814K | No change |
| WAL Western Alliance Bancorp | 0.33% | 7,405 | $569K | No change |