| AAPL Apple Inc. | 19.12% | 1,021,737 | $175.2M | Reduce -12.2% |
| UNH Unitedhealth Group Inc. | 11.68% | 216,355 | $107.0M | Reduce -10.5% |
| LLY Eli Lilly & Co. | 11.54% | 135,868 | $105.7M | Reduce -10.2% |
| ADP Automatic Data Processing | 7.40% | 271,487 | $67.8M | No change |
| TXN Texas Instruments Inc. | 6.93% | 364,325 | $63.5M | No change |
| JPM JPMorgan Chase & Co. | 6.56% | 299,855 | $60.1M | No change |
| A Agilent Technologies Inc. | 4.87% | 306,357 | $44.6M | No change |
| ORCL Oracle Corp. | 4.75% | 346,444 | $43.5M | No change |
| CMCSA Comcast Corp. Class A | 4.10% | 867,043 | $37.6M | No change |
| CSCO Cisco Systems Inc. | 3.73% | 684,958 | $34.2M | No change |
| MDLZ Mondelez International Inc. Class A | 3.37% | 440,911 | $30.9M | No change |
| AXP American Express Co. | 3.33% | 133,851 | $30.5M | No change |
| KEYS Keysight Technologies Inc. | 3.11% | 182,187 | $28.5M | No change |
| MRK Merck & Co. Inc. | 2.99% | 207,317 | $27.4M | No change |
| PFE Pfizer Inc. | 1.82% | 602,293 | $16.7M | No change |
| DFS Discover Financial Services | 1.71% | 119,629 | $15.7M | No change |
| T AT&T Inc. | 0.65% | 337,668 | $5.9M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.61% | 96,680 | $5.6M | No change |
| DELL Dell Technologies -C | 0.50% | 40,187 | $4.6M | No change |
| VZ Verizon Communications Inc. | 0.48% | 105,087 | $4.4M | No change |
| AVGO Broadcom Inc. | 0.34% | 2,324 | $3.1M | No change |
| PYPL PayPal Holdings Inc. | 0.24% | 32,893 | $2.2M | No change |
| EBAY eBay Inc. | 0.19% | 32,566 | $1.7M | No change |