| AAPL Apple Inc. | 3.25% | 29,925 | $7.0M | Add +2.7% |
| MSFT Microsoft Corp. | 3.17% | 15,800 | $6.8M | Add +8.6% |
| UNH Unitedhealth Group Inc. | 2.39% | 8,787 | $5.1M | Add +6.9% |
| AVGO Broadcom Inc. | 2.18% | 27,096 | $4.7M | Reduce -0.6% |
| LIN Linde PLC | 1.68% | 7,580 | $3.6M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 1.67% | 30,609 | $3.6M | Add +7.7% |
| PG The Procter & Gamble Co. | 1.63% | 20,275 | $3.5M | Add +7.0% |
| HD Home Depot Inc. | 1.61% | 8,560 | $3.5M | Add +5.0% |
| CMCSA Comcast Corp. Class A | 1.60% | 82,531 | $3.4M | Add +1.4% |
| ECL Ecolab Inc. | 1.48% | 12,428 | $3.2M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 1.45% | 36,932 | $3.1M | Add +1.7% |
| ABBV Abbvie Inc. | 1.45% | 15,790 | $3.1M | Reduce -0.1% |
| WM Waste Management Inc. | 1.42% | 14,740 | $3.1M | Add +0.7% |
| AFL Aflac Inc. | 1.35% | 25,932 | $2.9M | Add +1.0% |
| MDLZ Mondelez International Inc. Class A | 1.34% | 39,167 | $2.9M | Add +0.9% |
| MCD McDonald's Corp. | 1.34% | 9,428 | $2.9M | Add +2.5% |
| MMM 3M Co. | 1.33% | 20,891 | $2.9M | Add +1.1% |
| JNJ Johnson & Johnson | 1.32% | 17,435 | $2.8M | Add +5.9% |
| GD General Dynamics Corp. | 1.30% | 9,238 | $2.8M | Add +29.7% |
| APD Air Products & Chemicals Inc. | 1.28% | 9,198 | $2.7M | Add +2.2% |
| SHW The Sherwin-Williams Co. | 1.26% | 7,114 | $2.7M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 1.24% | 12,911 | $2.7M | Add +1.6% |
| BLK BlackRock Finance Inc. | 1.16% | 2,614 | $2.5M | Add +0.3% |
| WEC WEC Energy Group Inc. | 1.15% | 25,758 | $2.5M | Add +3.6% |
| COST Costco Wholesale Corp. | 1.13% | 2,736 | $2.4M | Add +1.3% |
| PSX Phillips 66 | 1.13% | 18,407 | $2.4M | Add +3.1% |
| NVS Novartis AG-Sponsored ADR | 1.12% | 20,965 | $2.4M | Reduce -0.3% |
| IP International Paper Co. | 1.09% | 47,933 | $2.3M | Add +0.2% |
| VZ Verizon Communications Inc. | 1.07% | 51,041 | $2.3M | Add +2.1% |
| SRE Sempra | 1.06% | 27,247 | $2.3M | Add +4.0% |
| ADP Automatic Data Processing | 1.06% | 8,222 | $2.3M | Add +1.6% |
| FICO Fair Isaac Corp. | 1.06% | 1,167 | $2.3M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 1.01% | 40,729 | $2.2M | Add +6.4% |
| BX Blackstone Inc. | 0.99% | 13,881 | $2.1M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.98% | 15,492 | $2.1M | Add +3.8% |
| GS Goldman Sachs Group Inc. | 0.98% | 4,251 | $2.1M | Add +1.7% |
| EMR Emerson Electric Co. | 0.97% | 19,008 | $2.1M | Add +3.8% |
| USB US Bancorp | 0.94% | 43,957 | $2.0M | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.93% | 20,704 | $2.0M | Add +7.6% |
| ITW Illinois Tool Works | 0.92% | 7,525 | $2.0M | Add +3.6% |
| CB Chubb Ltd. | 0.91% | 6,776 | $2.0M | Add +0.1% |
| RTX RTX Corp. | 0.91% | 16,086 | $1.9M | Add +13.2% |
| CVX Chevron Corp. | 0.88% | 12,763 | $1.9M | Add +10.6% |
| T AT&T Inc. | 0.87% | 85,025 | $1.9M | Add +5.8% |
| VLO Valero Energy Corp. | 0.83% | 13,137 | $1.8M | Add +3.3% |
| PEP Pepsico Inc. | 0.81% | 10,184 | $1.7M | Add +2.6% |
| AMGN Amgen Inc. | 0.78% | 5,203 | $1.7M | Add +1.9% |
| UBS UBS Group AG-Reg | 0.77% | 53,220 | $1.6M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.75% | 16,450 | $1.6M | Add +11.8% |
| SYY Sysco Corp. | 0.73% | 20,050 | $1.6M | Add +4.3% |
| LII Lennox International Inc. | 0.73% | 2,584 | $1.6M | Reduce -1.6% |
| TGT Target Corp. | 0.71% | 9,743 | $1.5M | Add +8.6% |
| AWK American Water Works Co. Inc. | 0.69% | 10,097 | $1.5M | Add +7.7% |
| XEL Xcel Energy Inc. | 0.68% | 22,319 | $1.5M | Add +10.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.67% | 12,175 | $1.4M | Add +0.7% |
| APO Apollo Global Management Inc. | 0.66% | 11,426 | $1.4M | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 8,171 | $1.4M | Add +3.2% |
| CCI Crown Castle Inc. | 0.64% | 11,497 | $1.4M | Add +3.9% |
| DOCU Docusign Inc. | 0.60% | 20,610 | $1.3M | Add +5.2% |
| TT Trane Technologies PLC | 0.59% | 3,282 | $1.3M | Add +1.6% |
| IHG Intercontinental Hotels-ADR | 0.59% | 11,485 | $1.3M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.59% | 11,148 | $1.3M | Reduce -2.7% |
| NKE Nike Inc. Class B | 0.56% | 13,664 | $1.2M | Add +39.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.55% | 20,911 | $1.2M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.55% | 16,422 | $1.2M | Add +10.9% |
| UL Unilever PLC | 0.54% | 17,779 | $1.2M | Reduce -0.1% |
| SAP Sap SE-Sponsored ADR | 0.53% | 4,971 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 28,307 | $1.1M | Reduce -1.7% |
| PHG Koninklijke Philips NVR- NY | 0.51% | 33,681 | $1.1M | Add +0.9% |
| STX Seagate Technology Holdings | 0.51% | 9,909 | $1.1M | Reduce -0.8% |
| PPG PPG Industries Inc. | 0.50% | 8,174 | $1.1M | Reduce -1.9% |
| V Visa Inc. Class A | 0.50% | 3,937 | $1.1M | Reduce -1.3% |
| DLB Dolby Laboratories Inc. Class A | 0.50% | 14,026 | $1.1M | Add +1.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.50% | 1,285 | $1.1M | Add +4.0% |
| IBKR Interactive Brokers Gro Class A | 0.49% | 7,583 | $1.1M | Add +0.5% |
| NDSN Nordson Corp. | 0.49% | 4,005 | $1.1M | Add +1.0% |
| POOL Pool Corp. | 0.49% | 2,778 | $1.0M | Add +4.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.48% | 22,618 | $1.0M | Add +3.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.48% | 13,101 | $1.0M | Reduce -0.4% |
| TER Teradyne Inc. | 0.47% | 7,613 | $1.0M | Add +5.1% |
| CPRT Copart Inc. | 0.47% | 19,366 | $1.0M | Reduce -1.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.47% | 2,179 | $1.0M | Reduce -0.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.45% | 5,457 | $974K | Add +5.1% |
| BTI British American Tob-SP ADR | 0.44% | 26,001 | $951K | Add +1.0% |
| MA Mastercard Inc. Class A | 0.43% | 1,876 | $926K | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.43% | 1,573 | $920K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.42% | 12,815 | $912K | Add +11.5% |
| WMB Williams Cos Inc. | 0.42% | 19,821 | $905K | Reduce -1.6% |
| RELX Relx PLC - Spon ADR | 0.42% | 18,791 | $892K | Reduce -0.1% |
| COO The Cooper Cos Inc. | 0.41% | 7,986 | $881K | Add +1.5% |
| EFX Equifax Inc. | 0.40% | 2,936 | $863K | Add +1.9% |
| MET Metlife Inc. | 0.40% | 10,428 | $860K | Reduce -1.8% |
| FDS Factset Research Systems Inc. | 0.40% | 1,861 | $856K | Add +2.0% |
| UNP Union Pacific Corp. | 0.40% | 3,447 | $850K | Reduce -0.9% |
| DEO Diageo PLC-Sponsored ADR | 0.39% | 6,012 | $844K | Add +8.1% |
| SU Suncor Energy Inc. | 0.39% | 22,503 | $831K | Add +2.6% |
| BCE Bce Inc. | 0.38% | 23,743 | $826K | Add +11.6% |
| TRV The Travelers Cos Inc. | 0.38% | 3,494 | $818K | Reduce -2.0% |
| SMG Scotts Miracle-Gro Co. | 0.38% | 9,370 | $812K | Add +2.2% |
| TEL Te Connectivity PLC | 0.37% | 5,257 | $794K | Reduce -1.1% |
| ZTS Zoetis Inc. | 0.37% | 4,041 | $790K | Reduce -2.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.37% | 4,464 | $788K | Add +1.9% |
| PII Polaris Inc. | 0.36% | 9,370 | $780K | Add +3.9% |
| NGG National Grid PLC-SP ADR | 0.35% | 10,874 | $758K | Add +10.1% |
| SONY Sony Group Corp. - SP ADR | 0.34% | 7,611 | $735K | Add +8.8% |
| TDY Teledyne Technologies Inc. | 0.34% | 1,678 | $734K | Add +4.5% |
| FTS Fortis Inc. | 0.34% | 16,094 | $731K | Add +9.2% |
| FCX Freeport-McMoran Inc. | 0.33% | 14,186 | $708K | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 0.32% | 2,900 | $690K | Add +10.1% |
| SITE Siteone Landscape Supply Inc. | 0.32% | 4,560 | $688K | Add +5.0% |
| EXPO Exponent Inc. | 0.32% | 5,961 | $687K | Add +3.7% |
| AMT American Tower Corp. | 0.31% | 2,862 | $666K | Reduce -1.0% |
| AZPN Aspen Technology Inc. | 0.31% | 2,785 | $665K | Add +4.9% |
| ADSK Autodesk Inc. | 0.31% | 2,407 | $663K | Reduce -1.1% |
| BP BP PLC-Spons ADR | 0.31% | 21,095 | $662K | Add +4.6% |
| TELFY Telefonica SA-Spon ADR | 0.31% | 135,936 | $661K | Add +2.1% |
| CRL Charles River Laboratories | 0.30% | 3,311 | $652K | Add +5.0% |
| CHE Chemed Corp. | 0.30% | 1,084 | $651K | Add +4.6% |
| JCI Johnson Controls Internation | 0.29% | 8,064 | $626K | Reduce -1.1% |
| AIG American International Group | 0.28% | 8,171 | $598K | Reduce -1.8% |
| NUE Nucor Corp. | 0.27% | 3,923 | $590K | Reduce -1.2% |
| ELAN Elanco Animal Health Inc. | 0.27% | 38,847 | $571K | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,226 | $564K | New |
| NTR Nutrien Ltd. | 0.26% | 11,523 | $554K | Add +11.7% |
| PARAA Paramount Global Class B | 0.24% | 48,922 | $520K | Add +8.0% |
| PNC PNC Financial Services Group | 0.24% | 2,738 | $506K | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.23% | 2,665 | $497K | Add +77.1% |
| MTN Vail Resorts Inc. | 0.23% | 2,792 | $487K | Add +9.9% |
| ENB Enbridge Inc. | 0.21% | 11,174 | $454K | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 3,256 | $417K | No change |
| CARR Carrier Global Corp. | 0.19% | 5,161 | $415K | Add +4.3% |
| PFE Pfizer Inc. | 0.18% | 13,733 | $397K | Reduce -15.3% |
| PEG Public Service Enterprise GP | 0.17% | 4,094 | $365K | Reduce -2.2% |
| BDX Becton Dickinson and Co. | 0.16% | 1,431 | $345K | Reduce -1.6% |
| MRSH Marsh & McLennan Cos | 0.16% | 1,530 | $341K | Reduce -1.7% |
| KMI Kinder Morgan Inc. | 0.15% | 14,638 | $323K | Reduce -0.2% |
| TTE Totalenergies SE -Spon ADR | 0.15% | 4,971 | $321K | Reduce -1.6% |
| EIX Edison International | 0.14% | 3,534 | $308K | Reduce -2.9% |
| ASX Ase Technology Holding -ADR | 0.14% | 30,225 | $295K | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,700 | $284K | New |
| BA The Boeing Co. | 0.13% | 1,849 | $281K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,178 | $260K | New |
| NOC Northrop Grumman Corp. | 0.12% | 479 | $253K | New |
| MFC Manulife Financial Corp. | 0.11% | 8,078 | $239K | No change |
| SNY Sanofi-ADR | 0.11% | 4,048 | $233K | Reduce -2.2% |