| MSFT Microsoft Corp. | 21.07% | 80,000 | $41.4M | No change |
| ADP Automatic Data Processing | 10.74% | 72,000 | $21.1M | No change |
| CMI Cummins Inc. | 9.88% | 46,000 | $19.4M | No change |
| ENB Enbridge Inc. | 7.94% | 309,418 | $15.6M | No change |
| DOV Dover Corp. | 7.63% | 90,000 | $15.0M | No change |
| JPM JPMorgan Chase & Co. | 7.46% | 46,500 | $14.7M | No change |
| HON Honeywell International Inc. | 5.35% | 50,000 | $10.5M | No change |
| DUK Duke Energy Corp. | 4.17% | 66,300 | $8.2M | No change |
| APD Air Products & Chemicals Inc. | 3.43% | 24,750 | $6.7M | No change |
| RTX RTX Corp. | 3.40% | 40,000 | $6.7M | No change |
| PFE Pfizer Inc. | 3.06% | 236,400 | $6.0M | No change |
| JNJ Johnson & Johnson | 2.36% | 25,000 | $4.6M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.02% | 27,500 | $4.0M | No change |
| USB US Bancorp | 1.97% | 80,000 | $3.9M | No change |
| ACN Accenture PLC Class A | 1.88% | 15,000 | $3.7M | No change |
| WEC WEC Energy Group Inc. | 1.81% | 31,000 | $3.6M | No change |
| HD Home Depot Inc. | 1.44% | 7,000 | $2.8M | No change |
| ADI Analog Devices Inc. | 1.04% | 8,355 | $2.1M | No change |
| HAS Hasbro Inc. | 0.83% | 21,500 | $1.6M | No change |
| PNW Pinnacle West Capital | 0.68% | 14,958 | $1.3M | No change |
| CMCSA Comcast Corp. Class A | 0.56% | 35,000 | $1.1M | No change |
| RF Regions Financial Corp. | 0.50% | 37,440 | $987K | No change |
| LYB Lyondellbasell Indu Class A | 0.44% | 17,683 | $867K | No change |
| WAL Western Alliance Bancorp | 0.33% | 7,405 | $642K | No change |