| MSFT Microsoft Corp. | 21.07% | 80,000 | $39.8M | No change |
| ADP Automatic Data Processing | 11.76% | 72,000 | $22.2M | No change |
| DOV Dover Corp. | 8.73% | 90,000 | $16.5M | No change |
| CMI Cummins Inc. | 7.98% | 46,000 | $15.1M | No change |
| ENB Enbridge Inc. | 7.43% | 309,418 | $14.0M | No change |
| JPM JPMorgan Chase & Co. | 7.14% | 46,500 | $13.5M | No change |
| HON Honeywell International Inc. | 6.17% | 50,000 | $11.6M | No change |
| DUK Duke Energy Corp. | 4.14% | 66,300 | $7.8M | No change |
| APD Air Products & Chemicals Inc. | 3.70% | 24,750 | $7.0M | No change |
| RTX RTX Corp. | 3.09% | 40,000 | $5.8M | No change |
| PFE Pfizer Inc. | 3.03% | 236,400 | $5.7M | No change |
| ACN Accenture PLC Class A | 2.37% | 15,000 | $4.5M | No change |
| JNJ Johnson & Johnson | 2.02% | 25,000 | $3.8M | No change |
| USB US Bancorp | 1.92% | 80,000 | $3.6M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.80% | 27,500 | $3.4M | No change |
| WEC WEC Energy Group Inc. | 1.71% | 31,000 | $3.2M | No change |
| HD Home Depot Inc. | 1.36% | 7,000 | $2.6M | No change |
| ADI Analog Devices Inc. | 1.05% | 8,355 | $2.0M | No change |
| HAS Hasbro Inc. | 0.84% | 21,500 | $1.6M | No change |
| PNW Pinnacle West Capital | 0.71% | 14,958 | $1.3M | No change |
| CMCSA Comcast Corp. Class A | 0.66% | 35,000 | $1.2M | No change |
| LYB Lyondellbasell Indu Class A | 0.54% | 17,683 | $1.0M | No change |
| RF Regions Financial Corp. | 0.47% | 37,440 | $881K | No change |
| WAL Western Alliance Bancorp | 0.31% | 7,405 | $577K | No change |