| AAPL Apple Inc. | 15.47% | 2,797,016 | $809.3M | No change |
| AVGO Broadcom Inc. | 7.59% | 1,051,060 | $397.0M | Reduce -27.2% |
| CSCO Cisco Systems Inc. | 5.72% | 2,546,500 | $299.1M | No change |
| CME Cme Group Inc. | 4.23% | 1,002,000 | $221.3M | No change |
| PM Philip Morris International | 3.81% | 1,101,700 | $199.3M | No change |
| UNH Unitedhealth Group Inc. | 3.72% | 468,822 | $194.9M | No change |
| DOV Dover Corp. | 3.62% | 843,600 | $189.2M | No change |
| MSFT Microsoft Corp. | 3.50% | 491,150 | $183.2M | No change |
| NSC Norfolk Southern Corp. | 3.45% | 574,287 | $180.7M | Reduce -2.3% |
| ADI Analog Devices Inc. | 3.38% | 445,870 | $177.1M | No change |
| QCOM Qualcomm Inc. | 3.38% | 957,500 | $176.9M | No change |
| HD Home Depot Inc. | 2.87% | 426,054 | $150.3M | No change |
| ABBV Abbvie Inc. | 2.73% | 566,800 | $142.6M | No change |
| SNA Snap-on Inc. | 2.59% | 336,764 | $135.5M | No change |
| VLO Valero Energy Corp. | 2.56% | 514,640 | $134.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.51% | 866,500 | $131.3M | No change |
| MCD McDonald's Corp. | 2.31% | 447,638 | $121.0M | No change |
| MCHP Microchip Technology Inc. | 1.88% | 1,081,267 | $98.6M | No change |
| HON Honeywell International Inc. | 1.79% | 418,750 | $93.8M | No change |
| HONA Honeywell Aerospace Inc. | 1.77% | 418,750 | $92.6M | No change |
| RPM RPM International Inc. | 1.75% | 824,725 | $91.7M | No change |
| MDLZ Mondelez International Inc. Class A | 1.60% | 1,448,000 | $83.8M | No change |
| PLD Prologis Inc. | 1.53% | 590,000 | $79.9M | No change |
| PNW Pinnacle West Capital | 1.49% | 729,460 | $78.1M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.02% | 232,259 | $53.3M | Reduce -11.1% |
| ADP Automatic Data Processing | 1.00% | 232,750 | $52.1M | No change |
| JNJ Johnson & Johnson | 0.98% | 201,000 | $51.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.82% | 85,703 | $43.0M | Add +9.9% |
| APD Air Products & Chemicals Inc. | 0.82% | 145,900 | $42.8M | No change |
| MRSH Marsh & McLennan Cos | 0.81% | 254,900 | $42.5M | Reduce -8.4% |
| ACN Accenture PLC Class A | 0.80% | 338,000 | $42.1M | No change |
| ARES Ares Management Corp. Class A | 0.75% | 353,154 | $39.3M | No change |
| MMM 3M Co. | 0.65% | 211,000 | $34.2M | No change |
| OC Owens Corning | 0.64% | 209,000 | $33.2M | No change |
| AMT American Tower Corp. | 0.63% | 201,619 | $33.0M | No change |
| JPM JPMorgan Chase & Co. | 0.56% | 90,000 | $29.5M | No change |
| BLK BlackRock Inc. | 0.53% | 28,844 | $27.7M | No change |
| DG Dollar General Corp. | 0.46% | 210,000 | $24.2M | No change |
| ABT Abbott Laboratories | 0.41% | 237,800 | $21.6M | No change |
| HAS Hasbro Inc. | 0.41% | 260,600 | $21.5M | No change |
| VZ Verizon Communications Inc. | 0.39% | 486,700 | $20.6M | No change |
| SSB Southstate Bank Corp. | 0.38% | 200,419 | $20.0M | No change |
| CMCSA Comcast Corp. Class A | 0.36% | 776,650 | $19.1M | Reduce -12.9% |
| PEP Pepsico Inc. | 0.33% | 127,500 | $17.3M | No change |
| XYL Xylem Inc. | 0.28% | 123,200 | $14.6M | New |
| USB US Bancorp | 0.27% | 237,238 | $14.3M | Reduce -68.9% |
| RTX RTX Corp. | 0.26% | 71,000 | $13.5M | No change |
| T AT&T Inc. | 0.21% | 532,000 | $11.0M | No change |
| ENB Enbridge Inc. | 0.19% | 185,828 | $10.1M | No change |
| NEE Nextera Energy Inc. | 0.14% | 86,000 | $7.5M | No change |
| PG The Procter & Gamble Co. | 0.14% | 49,900 | $7.3M | No change |
| LYB Lyondellbasell Indu Class A | 0.12% | 121,991 | $6.4M | No change |
| CVX Chevron Corp. | 0.11% | 35,139 | $5.8M | No change |
| DUK Duke Energy Corp. | 0.09% | 38,784 | $4.9M | No change |
| WAL Western Alliance Bancorp | 0.08% | 50,000 | $4.1M | No change |
| NSA National Storage Affiliates | 0.07% | 82,030 | $3.6M | No change |