| MSFT Microsoft Corp. | 9.51% | 25,084 | $12.5M | Reduce 0.0% |
| JPM JPMorgan Chase & Co. | 5.08% | 23,000 | $6.7M | No change |
| LLY Eli Lilly & Co. | 4.93% | 8,300 | $6.5M | No change |
| NVDA Nvidia Corp. | 4.64% | 38,500 | $6.1M | No change |
| SGOV iShares 0-3 Month Treasury B | 3.42% | 44,476 | $4.5M | Reduce -6.6% |
| NEE Nextera Energy Inc. | 2.73% | 51,600 | $3.6M | No change |
| COST Costco Wholesale Corp. | 2.68% | 3,545 | $3.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.48% | 6,700 | $3.3M | No change |
| AEP American Electric Power | 2.40% | 30,300 | $3.1M | No change |
| AMZN Amazon.com Inc. | 2.34% | 13,959 | $3.1M | Reduce -0.0% |
| WM Waste Management Inc. | 2.29% | 13,100 | $3.0M | No change |
| CVX Chevron Corp. | 2.22% | 20,360 | $2.9M | No change |
| HCC Warrior Met Coal Inc. | 2.06% | 58,969 | $2.7M | Reduce -0.0% |
| TXN Texas Instruments Inc. | 2.06% | 13,000 | $2.7M | No change |
| ORCL Oracle Corp. | 1.87% | 11,200 | $2.4M | No change |
| JNJ Johnson & Johnson | 1.82% | 15,600 | $2.4M | No change |
| CMI Cummins Inc. | 1.76% | 7,046 | $2.3M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 1.76% | 33,192 | $2.3M | No change |
| RTX RTX Corp. | 1.70% | 15,279 | $2.2M | No change |
| V Visa Inc. Class A | 1.49% | 5,500 | $2.0M | No change |
| CNM Core & Main Inc. Class A | 1.47% | 31,838 | $1.9M | Reduce -0.0% |
| LNT Alliant Energy Corp. | 1.46% | 31,560 | $1.9M | No change |
| MRK Merck & Co. Inc. | 1.33% | 22,067 | $1.7M | No change |
| FULT Fulton Financial Corp. | 1.32% | 95,826 | $1.7M | No change |
| BMY Bristol-Myers Squibb Co. | 1.32% | 37,300 | $1.7M | No change |
| WMT Walmart Inc. | 1.23% | 16,500 | $1.6M | No change |
| ET Energy Transfer LP | 1.11% | 80,640 | $1.5M | No change |
| GRMN Garmin Ltd. | 1.09% | 6,844 | $1.4M | Reduce -0.0% |
| SRE Sempra | 1.07% | 18,600 | $1.4M | No change |
| HON Honeywell International Inc. | 0.96% | 5,400 | $1.3M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.95% | 10,000 | $1.2M | No change |
| WEC WEC Energy Group Inc. | 0.93% | 11,706 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.92% | 11,200 | $1.2M | No change |
| MA Mastercard Inc. Class A | 0.86% | 2,014 | $1.1M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.82% | 3,700 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.82% | 6,100 | $1.1M | No change |
| XEL Xcel Energy Inc. | 0.80% | 15,500 | $1.1M | No change |
| LHX L3HARRIS Technologies Inc. | 0.77% | 4,044 | $1.0M | No change |
| PFE Pfizer Inc. | 0.77% | 41,600 | $1.0M | No change |
| MCO Moody's Corp. | 0.77% | 2,000 | $1.0M | No change |
| COP Conocophillips | 0.75% | 10,900 | $978K | No change |
| PYPL PayPal Holdings Inc. | 0.67% | 11,873 | $882K | Reduce -0.0% |
| RACE Ferrari NV | 0.67% | 1,780 | $874K | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.66% | 12,230 | $865K | No change |
| LNKB Linkbancorp Inc. | 0.65% | 117,017 | $856K | Reduce -0.1% |
| DPZ Domino's Pizza Inc. | 0.60% | 1,735 | $782K | Reduce -0.1% |
| GIS General Mills Inc. | 0.59% | 14,900 | $772K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.56% | 7,650 | $738K | No change |
| BLD Topbuild Corp. | 0.55% | 2,211 | $716K | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.54% | 2,514 | $709K | Reduce -0.0% |
| PPL PPL Corp. | 0.54% | 20,880 | $708K | No change |
| ULTA Ulta Beauty Inc. | 0.53% | 1,475 | $690K | Reduce -0.1% |
| AAPL Apple Inc. | 0.52% | 3,338 | $685K | No change |
| IDR Idaho Strategic Resources Inc. | 0.51% | 51,515 | $674K | No change |
| PEG Public Service Enterprise GP | 0.51% | 8,000 | $673K | No change |
| ESE Esco Technologies Inc. | 0.48% | 3,293 | $632K | No change |
| UNH Unitedhealth Group Inc. | 0.48% | 2,000 | $624K | No change |
| HD Home Depot Inc. | 0.46% | 1,660 | $609K | No change |
| BKNG Booking Holdings Inc. | 0.45% | 103 | $596K | No change |
| ICE Intercontinental Exchange Inc. | 0.45% | 3,206 | $588K | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.42% | 2,500 | $555K | No change |
| CSGP Costar Group Inc. | 0.42% | 6,880 | $553K | Reduce -0.0% |
| MAR Marriott International Class A | 0.42% | 2,000 | $546K | No change |
| WING Wingstop Inc. | 0.40% | 1,548 | $521K | New |
| ABT Abbott Laboratories | 0.39% | 3,800 | $517K | No change |
| SHW The Sherwin-Williams Co. | 0.39% | 1,481 | $509K | Reduce -0.1% |
| CPRT Copart Inc. | 0.37% | 9,970 | $489K | Reduce -0.1% |
| ADSK Autodesk Inc. | 0.37% | 1,579 | $489K | No change |
| MEDP Medpace Holdings Inc. | 0.35% | 1,482 | $465K | Reduce -0.1% |
| OKE Oneok Inc. | 0.33% | 5,249 | $428K | No change |
| MUSA Murphy USA Inc. | 0.33% | 1,052 | $428K | Reduce -0.1% |
| HSY The Hershey Co. | 0.32% | 2,510 | $417K | Reduce -0.2% |
| CTVA Corteva Inc. | 0.29% | 5,133 | $383K | No change |
| PG The Procter & Gamble Co. | 0.29% | 2,400 | $382K | No change |
| ABBV Abbvie Inc. | 0.28% | 2,000 | $371K | No change |
| CL Colgate-Palmolive Co. | 0.28% | 4,000 | $364K | No change |
| WSO Watsco Inc. | 0.27% | 812 | $359K | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 0.24% | 1,200 | $321K | No change |
| GPC Genuine Parts Co. | 0.24% | 2,610 | $317K | No change |
| UNFI United Natural Foods Inc. | 0.23% | 12,706 | $296K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 1,400 | $287K | No change |
| EPD Enterprise Products Partners | 0.21% | 8,960 | $278K | No change |
| HEI Heico Corp. | 0.20% | 800 | $262K | Reduce -0.3% |
| AZO AutoZone Inc. | 0.20% | 70 | $260K | No change |
| CLX Clorox Company | 0.18% | 2,000 | $240K | No change |
| PNC PNC Financial Services Group | 0.18% | 1,235 | $230K | No change |
| SO The Southern Co. | 0.18% | 2,500 | $230K | No change |
| PPG PPG Industries Inc. | 0.17% | 2,000 | $228K | No change |
| LW Lamb Weston Holdings Inc. | 0.17% | 4,240 | $220K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.16% | 1,100 | $213K | New |
| ADI Analog Devices Inc. | 0.16% | 882 | $210K | New |
| CB Chubb Ltd. | 0.16% | 722 | $209K | No change |