| VLO Valero Energy Corp. | 14.06% | 25,059 | $4.3M | No change |
| AVGO Broadcom Inc. | 8.28% | 1,900 | $2.5M | No change |
| ACN Accenture PLC Class A | 7.41% | 6,500 | $2.3M | No change |
| CMCSA Comcast Corp. Class A | 6.32% | 44,350 | $1.9M | No change |
| HD Home Depot Inc. | 6.30% | 5,000 | $1.9M | No change |
| UNH Unitedhealth Group Inc. | 5.37% | 3,300 | $1.6M | No change |
| QCOM Qualcomm Inc. | 4.87% | 8,750 | $1.5M | No change |
| RTX RTX Corp. | 4.81% | 15,000 | $1.5M | No change |
| NSC Norfolk Southern Corp. | 4.52% | 5,400 | $1.4M | No change |
| MDLZ Mondelez International Inc. Class A | 4.43% | 19,250 | $1.3M | No change |
| APD Air Products & Chemicals Inc. | 4.43% | 5,560 | $1.3M | No change |
| ADI Analog Devices Inc. | 4.16% | 6,400 | $1.3M | No change |
| LYB Lyondellbasell Indu Class A | 4.15% | 12,334 | $1.3M | No change |
| PM Philip Morris International | 3.61% | 12,000 | $1.1M | No change |
| CB Chubb Ltd. | 3.59% | 4,213 | $1.1M | No change |
| AMT American Tower Corp. | 3.12% | 4,800 | $948K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.48% | 4,900 | $755K | No change |
| RF Regions Financial Corp. | 2.32% | 33,534 | $706K | New |
| ADC Agree Realty Corp. | 1.50% | 8,000 | $457K | No change |
| PNW Pinnacle West Capital | 1.38% | 5,602 | $419K | No change |
| WAL Western Alliance Bancorp | 0.95% | 4,490 | $288K | New |
| BLK BlackRock Finance Inc. | 0.75% | 275 | $229K | No change |
| BAX Baxter International Inc. | 0.62% | 4,400 | $188K | No change |
| T AT&T Inc. | 0.42% | 7,200 | $127K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 500 | $51K | No change |