| MSFT Microsoft Corp. | 8.03% | 59,190 | $24.9M | Reduce -6.8% |
| URI United Rentals Inc. | 6.61% | 28,428 | $20.5M | Reduce -8.7% |
| ADP Automatic Data Processing | 5.35% | 66,451 | $16.6M | Reduce -6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.74% | 34,978 | $14.7M | Reduce -2.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.12% | 73,497 | $12.8M | Reduce -4.9% |
| XLK SS Technology Select Sector | 3.20% | 47,688 | $9.9M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 2.97% | 56,714 | $9.2M | Reduce -3.9% |
| SPGI S&P Global Inc. | 2.34% | 17,016 | $7.2M | Reduce -8.8% |
| ROST Ross Stores Inc. | 2.31% | 48,838 | $7.2M | Reduce -3.9% |
| HD Home Depot Inc. | 2.18% | 17,589 | $6.7M | Reduce -12.4% |
| CSCO Cisco Systems Inc. | 1.91% | 118,782 | $5.9M | Reduce -7.3% |
| MKL Markel Group Inc. | 1.69% | 3,448 | $5.2M | Add +12.2% |
| XOM Exxon Mobil Corp. | 1.65% | 44,030 | $5.1M | Reduce -6.8% |
| MDY State Street SPDR S&P Midcap | 1.55% | 8,646 | $4.8M | Reduce -4.8% |
| CHKP Check Point Software Tech | 1.54% | 29,149 | $4.8M | Reduce -5.2% |
| SEIC Sei Investments Company | 1.46% | 62,757 | $4.5M | Reduce -5.9% |
| NVDA Nvidia Corp. | 1.43% | 4,917 | $4.4M | Reduce -17.8% |
| AAPL Apple Inc. | 1.39% | 25,157 | $4.3M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 1.36% | 32,058 | $4.2M | Reduce -4.7% |
| FTEC Fidelity MSCI Info Tech Indx | 1.26% | 25,149 | $3.9M | Reduce -5.0% |
| RTX RTX Corp. | 1.20% | 38,171 | $3.7M | Reduce -10.3% |
| CVS CVS Health Corp. | 1.19% | 46,388 | $3.7M | Reduce -9.1% |
| INTC Intel Corp. | 1.13% | 79,637 | $3.5M | Reduce -7.8% |
| ABBV Abbvie Inc. | 1.12% | 19,146 | $3.5M | Reduce -5.8% |
| AFL Aflac Inc. | 1.12% | 40,301 | $3.5M | No change |
| PNC PNC Financial Services Group | 1.03% | 19,775 | $3.2M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.99% | 24,345 | $3.1M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.99% | 15,253 | $3.1M | Reduce -13.3% |
| CAT Caterpillar Inc. | 0.95% | 8,063 | $3.0M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.90% | 18,495 | $2.8M | Reduce -5.1% |
| TMO Thermo Fisher Scientific Inc. | 0.88% | 4,681 | $2.7M | Reduce -8.2% |
| ADBE Adobe Inc. | 0.84% | 5,177 | $2.6M | Add +23.5% |
| DOV Dover Corp. | 0.83% | 14,464 | $2.6M | Reduce -6.6% |
| COR Cencora Inc. | 0.79% | 10,035 | $2.4M | Reduce -5.2% |
| UNH Unitedhealth Group Inc. | 0.77% | 4,829 | $2.4M | Add +14.1% |
| IVV iShares Core S&P 500 ETF | 0.73% | 4,321 | $2.3M | New |
| CL Colgate-Palmolive Co. | 0.72% | 24,791 | $2.2M | Reduce -5.7% |
| QCOM Qualcomm Inc. | 0.70% | 12,742 | $2.2M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 20,349 | $2.1M | Reduce -1.1% |
| ETN Eaton Corp. PLC | 0.66% | 6,589 | $2.1M | Reduce -6.4% |
| ISRG Intuitive Surgical Inc. | 0.66% | 5,095 | $2.0M | Reduce -12.9% |
| BIIB Biogen Inc. | 0.64% | 9,188 | $2.0M | Reduce -12.3% |
| AMAT Applied Materials Inc. | 0.59% | 8,798 | $1.8M | Reduce -23.5% |
| XLF SS Financial Select Sector | 0.59% | 43,064 | $1.8M | Reduce -3.4% |
| PEG Public Service Enterprise GP | 0.56% | 25,985 | $1.7M | Reduce -10.0% |
| HDV iShares Core High Dividend E | 0.53% | 14,869 | $1.6M | Reduce -2.6% |
| JNJ Johnson & Johnson | 0.50% | 9,748 | $1.5M | Reduce -26.8% |
| ACA Arcosa Inc. | 0.50% | 17,940 | $1.5M | Reduce -5.1% |
| DE Deere & Co. | 0.49% | 3,703 | $1.5M | Reduce -7.5% |
| UNP Union Pacific Corp. | 0.48% | 6,012 | $1.5M | Reduce -9.2% |
| KO The Coca-Cola Co. | 0.46% | 23,350 | $1.4M | Reduce -4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 11,419 | $1.4M | Reduce -11.1% |
| UPS United Parcel Service Class B | 0.45% | 9,351 | $1.4M | Reduce -16.3% |
| PEP Pepsico Inc. | 0.44% | 7,802 | $1.4M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.44% | 4,816 | $1.4M | No change |
| NEE Nextera Energy Inc. | 0.41% | 19,645 | $1.3M | Reduce -2.0% |
| NVR NVR Inc. | 0.40% | 154 | $1.2M | Reduce -2.5% |
| FAST Fastenal Co. | 0.38% | 15,256 | $1.2M | Reduce -7.3% |
| TRN Trinity Industries Inc. | 0.37% | 41,510 | $1.2M | Reduce -8.8% |
| LLY Eli Lilly & Co. | 0.37% | 1,457 | $1.1M | No change |
| GE General Electric | 0.36% | 6,289 | $1.1M | Reduce -12.8% |
| NVS Novartis AG-Sponsored ADR | 0.36% | 11,395 | $1.1M | Reduce -10.9% |
| CVX Chevron Corp. | 0.35% | 6,973 | $1.1M | Reduce -12.1% |
| FHLC Fidelity MSCI Health Care | 0.35% | 15,738 | $1.1M | Reduce -2.2% |
| FISV Fiserv Inc. | 0.35% | 6,848 | $1.1M | Reduce -13.7% |
| ACN Accenture PLC Class A | 0.35% | 3,154 | $1.1M | Reduce -11.5% |
| ABT Abbott Laboratories | 0.35% | 9,418 | $1.1M | Reduce -5.0% |
| XLE SS Energy Select Sector | 0.31% | 10,060 | $950K | Reduce -1.9% |
| ON On Semiconductor | 0.30% | 12,500 | $919K | Reduce -13.8% |
| TGT Target Corp. | 0.29% | 5,154 | $913K | No change |
| NKE Nike Inc. Class B | 0.29% | 9,449 | $888K | Reduce -4.5% |
| AMGN Amgen Inc. | 0.29% | 3,118 | $887K | No change |
| COST Costco Wholesale Corp. | 0.29% | 1,207 | $884K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 23,009 | $872K | Reduce -31.8% |
| LOW Lowe's Cos Inc. | 0.27% | 3,303 | $841K | No change |
| EMR Emerson Electric Co. | 0.27% | 7,259 | $823K | Reduce -7.6% |
| XLV SS Health Care Select Sector | 0.26% | 5,482 | $810K | Reduce -5.8% |
| V Visa Inc. Class A | 0.25% | 2,780 | $776K | No change |
| BMY Bristol-Myers Squibb Co. | 0.25% | 14,153 | $768K | Reduce -5.3% |
| SO The Southern Co. | 0.24% | 10,279 | $737K | Reduce -4.6% |
| PFE Pfizer Inc. | 0.23% | 25,778 | $715K | Reduce -46.6% |
| VZ Verizon Communications Inc. | 0.23% | 16,647 | $699K | Reduce -19.9% |
| HAL Halliburton Co. | 0.22% | 17,201 | $678K | Reduce -15.9% |
| MPC Marathon Petroleum Corp. | 0.21% | 3,288 | $663K | Reduce -5.7% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.21% | 12,864 | $638K | Reduce -27.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 1 | $634K | Reduce -75.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.20% | 2,498 | $625K | No change |
| LUV Southwest Airlines Co. | 0.19% | 20,478 | $598K | Reduce -15.0% |
| WM Waste Management Inc. | 0.19% | 2,703 | $576K | No change |
| PAYC Paycom Software Inc. | 0.18% | 2,880 | $573K | Add +39.5% |
| LGND Ligand Pharmaceuticals | 0.18% | 7,733 | $565K | Reduce -48.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 1,394 | $554K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 6,890 | $533K | Reduce -13.0% |
| NUE Nucor Corp. | 0.17% | 2,675 | $529K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.17% | 8,767 | $521K | Reduce -1.4% |
| PAYX Paychex Inc. | 0.17% | 4,209 | $517K | No change |
| META Meta Platforms Inc. Class A | 0.16% | 999 | $485K | No change |
| GLW Corning Inc. | 0.15% | 14,400 | $475K | Reduce -18.6% |
| OXY Occidental Petroleum Corp. | 0.15% | 6,920 | $450K | Reduce -4.8% |
| T AT&T Inc. | 0.14% | 25,138 | $442K | Reduce -17.6% |