| MSFT Microsoft Corp. | 8.79% | 56,216 | $28.0M | Reduce -0.9% |
| URI United Rentals Inc. | 6.47% | 27,298 | $20.6M | Reduce -1.9% |
| ADP Automatic Data Processing | 6.06% | 62,495 | $19.3M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.95% | 32,402 | $15.7M | Reduce -0.5% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 3.79% | 66,885 | $12.1M | Reduce -4.1% |
| XLK SS Technology Select Sector | 3.33% | 41,796 | $10.6M | Reduce -2.7% |
| SPGI S&P Global Inc. | 2.82% | 17,014 | $9.0M | Add +0.2% |
| PG The Procter & Gamble Co. | 2.63% | 52,497 | $8.4M | Reduce -1.0% |
| NVDA Nvidia Corp. | 2.45% | 49,398 | $7.8M | Add +2.4% |
| CSCO Cisco Systems Inc. | 2.12% | 97,326 | $6.8M | Reduce -4.6% |
| MKL Markel Group Inc. | 2.07% | 3,299 | $6.6M | Reduce -0.2% |
| CHKP Check Point Software Tech | 1.95% | 27,973 | $6.2M | Reduce -0.4% |
| HD Home Depot Inc. | 1.93% | 16,699 | $6.1M | Reduce -2.9% |
| FTEC Fidelity MSCI Info Tech Indx | 1.91% | 30,819 | $6.1M | Reduce -1.4% |
| ROST Ross Stores Inc. | 1.89% | 47,147 | $6.0M | Reduce -2.7% |
| RTX RTX Corp. | 1.78% | 38,678 | $5.6M | Reduce -0.9% |
| AAPL Apple Inc. | 1.64% | 25,386 | $5.2M | Add +0.6% |
| MDY State Street SPDR S&P Midcap | 1.63% | 9,134 | $5.2M | Reduce -3.9% |
| ORCL Oracle Corp. | 1.59% | 23,177 | $5.1M | Reduce -1.3% |
| SEIC Sei Investments Company | 1.59% | 56,150 | $5.0M | Reduce -3.4% |
| DOV Dover Corp. | 1.17% | 20,383 | $3.7M | Add +61.5% |
| JPM JPMorgan Chase & Co. | 1.15% | 12,614 | $3.7M | Reduce -1.7% |
| AFL Aflac Inc. | 1.11% | 33,347 | $3.5M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 1.06% | 31,381 | $3.4M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.03% | 18,497 | $3.3M | Reduce -0.8% |
| COR Cencora Inc. | 0.97% | 10,315 | $3.1M | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.92% | 4 | $2.9M | No change |
| ABBV Abbvie Inc. | 0.86% | 14,664 | $2.7M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 0.85% | 5,000 | $2.7M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.81% | 6,615 | $2.6M | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.69% | 41,691 | $2.2M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 17,647 | $2.2M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.68% | 27,258 | $2.2M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.66% | 5,427 | $2.1M | Add +6.8% |
| ETN Eaton Corp. PLC | 0.65% | 5,819 | $2.1M | No change |
| CVS CVS Health Corp. | 0.65% | 29,763 | $2.1M | Reduce -1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.63% | 4,941 | $2.0M | Add +6.6% |
| CL Colgate-Palmolive Co. | 0.63% | 21,901 | $2.0M | Add +0.0% |
| PEG Public Service Enterprise GP | 0.61% | 23,185 | $2.0M | Reduce -1.3% |
| QCOM Qualcomm Inc. | 0.61% | 12,126 | $1.9M | Reduce -4.7% |
| AMAT Applied Materials Inc. | 0.53% | 9,130 | $1.7M | Add +0.2% |
| MCD McDonald's Corp. | 0.51% | 5,585 | $1.6M | Reduce -3.5% |
| PNC PNC Financial Services Group | 0.50% | 8,544 | $1.6M | No change |
| JNJ Johnson & Johnson | 0.50% | 10,336 | $1.6M | No change |
| UNH Unitedhealth Group Inc. | 0.48% | 4,877 | $1.5M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 5,809 | $1.5M | Add +1.8% |
| HDV iShares Core High Dividend E | 0.46% | 12,509 | $1.5M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.46% | 6,367 | $1.5M | Reduce -2.5% |
| DE Deere & Co. | 0.46% | 2,871 | $1.5M | No change |
| V Visa Inc. Class A | 0.44% | 3,958 | $1.4M | Add +0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.44% | 4,333 | $1.4M | Reduce -1.5% |
| ACA Arcosa Inc. | 0.41% | 15,145 | $1.3M | Reduce -8.8% |
| NVR NVR Inc. | 0.40% | 172 | $1.3M | Add +6.8% |
| MU Micron Technology Inc. | 0.39% | 10,045 | $1.2M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.39% | 1,242 | $1.2M | Add +0.2% |
| ACN Accenture PLC Class A | 0.38% | 4,057 | $1.2M | Reduce -5.8% |
| INTC Intel Corp. | 0.38% | 53,250 | $1.2M | Reduce -3.4% |
| FISV Fiserv Inc. | 0.37% | 6,900 | $1.2M | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.37% | 16,797 | $1.2M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.37% | 16,797 | $1.2M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 9,039 | $1.1M | Reduce -3.5% |
| NVS Novartis AG-Sponsored ADR | 0.35% | 9,120 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 23,089 | $1.1M | Reduce -2.6% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.34% | 16,805 | $1.1M | Add +1.2% |
| FAST Fastenal Co. | 0.34% | 25,912 | $1.1M | Reduce -3.7% |
| CVX Chevron Corp. | 0.34% | 7,518 | $1.1M | Add +3.2% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 9,425 | $1.0M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.32% | 1,293 | $1.0M | Add +0.9% |
| PAYC Paycom Software Inc. | 0.32% | 4,345 | $1.0M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.28% | 6,646 | $878K | Reduce -5.4% |
| AMGN Amgen Inc. | 0.27% | 3,122 | $872K | No change |
| TRN Trinity Industries Inc. | 0.27% | 32,184 | $869K | Reduce -7.5% |
| SO The Southern Co. | 0.25% | 8,777 | $806K | No change |
| GEV GE Vernova Inc. | 0.24% | 1,470 | $778K | Add +3.2% |
| META Meta Platforms Inc. Class A | 0.24% | 1,013 | $748K | Add +13.4% |
| UPS United Parcel Service Class B | 0.24% | 7,406 | $748K | Add +21.8% |
| LOW Lowe's Cos Inc. | 0.23% | 3,294 | $731K | No change |
| ABT Abbott Laboratories | 0.23% | 5,313 | $723K | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.23% | 5,376 | $717K | Reduce -1.8% |
| T AT&T Inc. | 0.22% | 23,888 | $691K | Add +0.1% |
| FHLC Fidelity MSCI Health Care | 0.20% | 10,155 | $649K | Reduce -4.2% |
| WM Waste Management Inc. | 0.20% | 2,731 | $625K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.19% | 8,340 | $617K | Reduce -2.2% |
| PAYX Paychex Inc. | 0.19% | 4,195 | $610K | No change |
| LGND Ligand Pharmaceuticals | 0.19% | 5,258 | $598K | Reduce -0.9% |
| MO Altria Group Inc. | 0.18% | 9,880 | $579K | Add +1.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.18% | 2,873 | $557K | No change |
| CEG Constellation Energy | 0.17% | 1,724 | $556K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 1,244 | $548K | No change |
| XLV SS Health Care Select Sector | 0.17% | 3,984 | $537K | Reduce -3.6% |
| BIIB Biogen Inc. | 0.17% | 4,240 | $533K | Reduce -3.0% |
| VZ Verizon Communications Inc. | 0.17% | 12,204 | $528K | Add +0.2% |
| BR Broadridge Financial Solutio | 0.17% | 2,170 | $527K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 6,516 | $518K | No change |
| LUV Southwest Airlines Co. | 0.16% | 15,908 | $516K | Reduce -9.7% |
| MPC Marathon Petroleum Corp. | 0.16% | 3,044 | $506K | No change |
| BMY Bristol-Myers Squibb Co. | 0.16% | 10,663 | $494K | Reduce -5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,578 | $465K | Add +1.1% |
| XLE SS Energy Select Sector | 0.15% | 5,475 | $464K | Reduce -2.0% |
| WMT Walmart Inc. | 0.15% | 4,742 | $464K | Reduce -0.3% |
| KLAC KLA Corp. | 0.14% | 507 | $454K | No change |
| GLW Corning Inc. | 0.14% | 8,600 | $452K | No change |
| NKE Nike Inc. Class B | 0.14% | 6,288 | $447K | Reduce -25.3% |
| AMZN Amazon.com Inc. | 0.14% | 2,023 | $444K | Add +20.5% |
| CMI Cummins Inc. | 0.14% | 1,343 | $440K | Add +6.4% |
| PFE Pfizer Inc. | 0.14% | 17,803 | $432K | No change |
| MAR Marriott International Class A | 0.14% | 1,571 | $429K | No change |
| UL Unilever PLC | 0.13% | 6,925 | $424K | Reduce -9.2% |
| ON On Semiconductor | 0.13% | 7,900 | $414K | Reduce -1.3% |
| COF Capital One Financial Corp. | 0.13% | 1,907 | $406K | New |
| TT Trane Technologies PLC | 0.12% | 873 | $382K | No change |
| LMT Lockheed Martin Corp. | 0.12% | 809 | $375K | Add +4.3% |
| TGT Target Corp. | 0.12% | 3,793 | $374K | Reduce -18.2% |
| KR Kroger Co. | 0.11% | 5,008 | $359K | Add +0.1% |
| CARR Carrier Global Corp. | 0.11% | 4,664 | $341K | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 0.11% | 3,700 | $338K | Reduce -2.6% |
| PM Philip Morris International | 0.10% | 1,795 | $327K | No change |
| RDN Radian Group Inc. | 0.10% | 8,957 | $323K | No change |
| DHI D.R. Horton Inc. | 0.10% | 2,460 | $317K | No change |
| AEP American Electric Power | 0.09% | 2,812 | $292K | No change |
| ORI Old Republic Intl Corp. | 0.09% | 7,550 | $290K | No change |
| HON Honeywell International Inc. | 0.09% | 1,233 | $287K | No change |
| CMCSA Comcast Corp. Class A | 0.09% | 7,973 | $285K | Reduce -3.4% |
| ED Consolidated Edison Inc. | 0.09% | 2,750 | $276K | No change |
| AUB Atlantic Union Bankshares Co. | 0.09% | 8,798 | $275K | New |
| MRSH Marsh & McLennan Cos | 0.09% | 1,248 | $273K | No change |
| VGT Vanguard Info Tech ETF | 0.08% | 400 | $265K | No change |
| FENY Fidelity MSCI Energy Index | 0.08% | 11,149 | $261K | Reduce -4.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.08% | 2,661 | $257K | Reduce -8.0% |
| OXY Occidental Petroleum Corp. | 0.08% | 6,111 | $257K | No change |
| CI The Cigna Group | 0.08% | 767 | $253K | No change |
| TFC Truist Financial Corp. | 0.08% | 5,822 | $250K | New |
| O Realty Income Corp. | 0.08% | 4,301 | $248K | Add +0.2% |
| HSY The Hershey Co. | 0.08% | 1,443 | $239K | No change |
| ELV Elevance Health Inc. | 0.07% | 601 | $234K | Reduce -2.6% |
| SHW The Sherwin-Williams Co. | 0.07% | 675 | $232K | No change |
| BAX Baxter International Inc. | 0.07% | 7,443 | $225K | Reduce -2.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 2,464 | $224K | No change |
| GPC Genuine Parts Co. | 0.07% | 1,810 | $220K | Reduce -0.3% |
| GD General Dynamics Corp. | 0.07% | 739 | $216K | No change |
| IT Gartner Inc. | 0.07% | 519 | $210K | No change |
| AGX Argan Inc. | 0.07% | 950 | $209K | New |
| HAL Halliburton Co. | 0.07% | 10,245 | $209K | Reduce -17.0% |
| OTIS Otis Worldwide Corp. | 0.06% | 2,022 | $200K | Reduce -2.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 12,795 | $139K | Add +0.0% |
| OABI Omniab Inc. | 0.01% | 15,923 | $28K | Reduce -20.4% |