| MSFT Microsoft Corp. | 19.63% | 80,000 | $38.7M | No change |
| CMI Cummins Inc. | 11.91% | 46,000 | $23.5M | No change |
| ADP Automatic Data Processing | 9.40% | 72,000 | $18.5M | No change |
| DOV Dover Corp. | 8.92% | 90,000 | $17.6M | No change |
| JPM JPMorgan Chase & Co. | 7.60% | 46,500 | $15.0M | No change |
| ENB Enbridge Inc. | 7.51% | 309,418 | $14.8M | No change |
| HON Honeywell International Inc. | 4.95% | 50,000 | $9.8M | No change |
| DUK Duke Energy Corp. | 3.94% | 66,300 | $7.8M | No change |
| RTX RTX Corp. | 3.72% | 40,000 | $7.3M | No change |
| APD Air Products & Chemicals Inc. | 3.10% | 24,750 | $6.1M | No change |
| PFE Pfizer Inc. | 2.99% | 236,400 | $5.9M | No change |
| JNJ Johnson & Johnson | 2.63% | 25,000 | $5.2M | No change |
| USB US Bancorp | 2.17% | 80,000 | $4.3M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.14% | 27,500 | $4.2M | No change |
| ACN Accenture PLC Class A | 2.04% | 15,000 | $4.0M | No change |
| WEC WEC Energy Group Inc. | 1.66% | 31,000 | $3.3M | No change |
| HD Home Depot Inc. | 1.22% | 7,000 | $2.4M | No change |
| ADI Analog Devices Inc. | 1.15% | 8,355 | $2.3M | No change |
| HAS Hasbro Inc. | 0.89% | 21,500 | $1.8M | No change |
| PNW Pinnacle West Capital | 0.67% | 14,958 | $1.3M | No change |
| CMCSA Comcast Corp. Class A | 0.53% | 35,000 | $1.0M | No change |
| RF Regions Financial Corp. | 0.51% | 37,440 | $1.0M | No change |
| LYB Lyondellbasell Indu Class A | 0.39% | 17,683 | $766K | No change |
| WAL Western Alliance Bancorp | 0.32% | 7,405 | $623K | No change |