| MSFT Microsoft Corp. | 6.89% | 25,108 | $9.3M | No change |
| LLY Eli Lilly & Co. | 5.66% | 8,300 | $7.6M | No change |
| NVDA Nvidia Corp. | 5.49% | 42,452 | $7.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 5.02% | 23,000 | $6.8M | No change |
| NEE Nextera Energy Inc. | 3.55% | 51,600 | $4.8M | No change |
| SGOV iShares 0-3 Month Treasury B | 3.32% | 44,476 | $4.5M | No change |
| CVX Chevron Corp. | 3.12% | 20,360 | $4.2M | No change |
| AEP American Electric Power | 2.95% | 30,300 | $4.0M | No change |
| JNJ Johnson & Johnson | 2.83% | 15,600 | $3.8M | No change |
| CMI Cummins Inc. | 2.81% | 7,039 | $3.8M | Add +0.0% |
| COST Costco Wholesale Corp. | 2.63% | 3,560 | $3.5M | No change |
| AMZN Amazon.com Inc. | 2.47% | 16,009 | $3.3M | Add +10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.38% | 6,700 | $3.2M | No change |
| WM Waste Management Inc. | 2.23% | 13,100 | $3.0M | No change |
| RTX RTX Corp. | 2.19% | 15,279 | $2.9M | No change |
| MRK Merck & Co. Inc. | 1.97% | 22,067 | $2.7M | No change |
| CSCO Cisco Systems Inc. | 1.91% | 33,192 | $2.6M | No change |
| TXN Texas Instruments Inc. | 1.87% | 13,000 | $2.5M | No change |
| LNT Alliant Energy Corp. | 1.68% | 31,560 | $2.3M | No change |
| BMY Bristol-Myers Squibb Co. | 1.68% | 37,300 | $2.3M | No change |
| WMT Walmart Inc. | 1.52% | 16,500 | $2.1M | No change |
| FULT Fulton Financial Corp. | 1.45% | 95,826 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 1.41% | 11,200 | $1.9M | No change |
| SRE Sempra | 1.34% | 18,600 | $1.8M | No change |
| CNM Core & Main Inc. Class A | 1.33% | 36,331 | $1.8M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 1.30% | 6,100 | $1.8M | No change |
| V Visa Inc. Class A | 1.23% | 5,500 | $1.7M | No change |
| GRMN Garmin Ltd. | 1.18% | 6,879 | $1.6M | No change |
| ET Energy Transfer LP | 1.15% | 80,640 | $1.6M | No change |
| ORCL Oracle Corp. | 1.09% | 10,000 | $1.5M | No change |
| COP Conocophillips | 1.07% | 10,900 | $1.4M | No change |
| LHX L3HARRIS Technologies Inc. | 1.04% | 4,044 | $1.4M | No change |
| WEC WEC Energy Group Inc. | 1.00% | 11,706 | $1.4M | No change |
| MA Mastercard Inc. Class A | 0.91% | 2,465 | $1.2M | Add +11.3% |
| XEL Xcel Energy Inc. | 0.91% | 15,500 | $1.2M | No change |
| HON Honeywell International Inc. | 0.91% | 5,400 | $1.2M | No change |
| MCD McDonald's Corp. | 0.85% | 3,700 | $1.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 10,000 | $964K | No change |
| LNKB Linkbancorp Inc. | 0.71% | 114,917 | $959K | No change |
| KO The Coca-Cola Co. | 0.69% | 12,230 | $930K | No change |
| ESE Esco Technologies Inc. | 0.69% | 3,293 | $927K | No change |
| MCO Moody's Corp. | 0.65% | 2,000 | $873K | No change |
| AAPL Apple Inc. | 0.63% | 3,338 | $847K | No change |
| PPL PPL Corp. | 0.59% | 20,880 | $798K | No change |
| BLD Topbuild Corp. | 0.59% | 2,246 | $789K | No change |
| MEDP Medpace Holdings Inc. | 0.52% | 1,462 | $702K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.51% | 7,650 | $690K | No change |
| MAR Marriott International Class A | 0.49% | 2,000 | $654K | No change |
| PEG Public Service Enterprise GP | 0.48% | 8,000 | $648K | No change |
| DPZ Domino's Pizza Inc. | 0.47% | 1,769 | $635K | No change |
| RACE Ferrari NV | 0.46% | 1,828 | $619K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.44% | 2,500 | $591K | No change |
| UNFI United Natural Foods Inc. | 0.42% | 12,706 | $573K | No change |
| MUSA Murphy USA Inc. | 0.41% | 1,132 | $559K | No change |
| HD Home Depot Inc. | 0.40% | 1,660 | $546K | No change |
| ICE Intercontinental Exchange Inc. | 0.39% | 3,348 | $527K | Add +0.0% |
| PLPC Preformed Line Products Co. | 0.37% | 1,860 | $504K | No change |
| SHW The Sherwin-Williams Co. | 0.36% | 1,519 | $487K | No change |
| BKNG Booking Holdings Inc. | 0.34% | 109 | $459K | No change |
| TOST Toast Inc. Class A | 0.33% | 16,847 | $447K | Add +1.6% |
| CELH Celsius Holdings Inc. | 0.33% | 12,420 | $441K | Add +18.1% |
| ABBV Abbvie Inc. | 0.32% | 2,000 | $435K | No change |
| CPRT Copart Inc. | 0.32% | 13,037 | $433K | Add +17.1% |
| CTVA Corteva Inc. | 0.32% | 5,133 | $430K | No change |
| ABT Abbott Laboratories | 0.29% | 3,800 | $390K | No change |
| ADSK Autodesk Inc. | 0.28% | 1,579 | $378K | No change |
| HTLD Heartland Express Inc. | 0.26% | 33,950 | $353K | Add +89.1% |
| TRV The Travelers Cos Inc. | 0.26% | 1,200 | $350K | No change |
| HSY The Hershey Co. | 0.26% | 1,672 | $348K | No change |
| PG The Procter & Gamble Co. | 0.26% | 2,400 | $347K | No change |
| CL Colgate-Palmolive Co. | 0.25% | 4,000 | $341K | No change |
| EPD Enterprise Products Partners | 0.25% | 8,960 | $339K | No change |
| VCIT Vanguard Int-Term Corporate | 0.25% | 4,083 | $338K | Add +0.1% |
| IDR Idaho Strategic Resources Inc. | 0.24% | 10,200 | $328K | No change |
| ADI Analog Devices Inc. | 0.21% | 882 | $281K | No change |
| GPC Genuine Parts Co. | 0.20% | 2,610 | $276K | No change |
| PNC PNC Financial Services Group | 0.19% | 1,235 | $257K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 506 | $249K | No change |
| SO The Southern Co. | 0.18% | 2,500 | $241K | No change |
| CB Chubb Ltd. | 0.17% | 722 | $235K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.17% | 1,100 | $227K | No change |
| ALSN Allison Transmission Holding | 0.16% | 1,887 | $221K | New |
| PPG PPG Industries Inc. | 0.16% | 2,000 | $214K | No change |
| USB US Bancorp | 0.15% | 4,000 | $208K | No change |
| CLX Clorox Company | 0.15% | 2,000 | $207K | No change |
| TGT Target Corp. | 0.15% | 1,700 | $206K | New |