| MRK Merck & Co. Inc. | 3.40% | 705,600 | $90.7M | No change |
| CAT Caterpillar Inc. | 3.40% | 85,500 | $90.6M | No change |
| ETN Eaton Corp. PLC | 3.22% | 201,650 | $85.9M | No change |
| CMI Cummins Inc. | 3.19% | 119,250 | $85.0M | No change |
| KO The Coca-Cola Co. | 3.02% | 991,300 | $80.7M | No change |
| JNJ Johnson & Johnson | 2.92% | 307,000 | $78.0M | No change |
| CSCO Cisco Systems Inc. | 2.81% | 638,700 | $75.0M | Reduce -21.1% |
| PG The Procter & Gamble Co. | 2.76% | 501,800 | $73.7M | No change |
| EMR Emerson Electric Co. | 2.68% | 499,100 | $71.4M | No change |
| TXN Texas Instruments Inc. | 2.63% | 236,120 | $70.2M | Reduce -28.3% |
| CINF Cincinnati Financial Corp. | 2.56% | 368,900 | $68.3M | No change |
| XOM Exxon Mobil Corp. | 2.56% | 499,800 | $68.3M | No change |
| SO The Southern Co. | 2.55% | 711,900 | $68.1M | No change |
| QCOM Qualcomm Inc. | 2.53% | 364,700 | $67.6M | No change |
| CVX Chevron Corp. | 2.49% | 400,700 | $66.5M | No change |
| PEP Pepsico Inc. | 2.34% | 460,250 | $62.4M | No change |
| GWW WW Grainger Inc. | 2.27% | 44,500 | $60.5M | No change |
| HUBB Hubbell Inc. | 2.24% | 114,500 | $59.8M | No change |
| WEC WEC Energy Group Inc. | 2.09% | 477,179 | $55.7M | No change |
| EVRG Evergy Inc. | 2.03% | 627,561 | $54.3M | No change |
| MCD McDonald's Corp. | 1.99% | 196,150 | $53.0M | No change |
| XEL Xcel Energy Inc. | 1.93% | 641,400 | $51.5M | Reduce -1.0% |
| SYY Sysco Corp. | 1.92% | 613,200 | $51.2M | No change |
| ES Eversource Energy | 1.91% | 703,933 | $50.9M | No change |
| AEP American Electric Power | 1.88% | 367,100 | $50.2M | No change |
| VLO Valero Energy Corp. | 1.88% | 192,800 | $50.2M | No change |
| MSM MSC Industrial Direct Co. Class A | 1.84% | 412,400 | $49.0M | No change |
| DUK Duke Energy Corp. | 1.82% | 383,196 | $48.5M | No change |
| PFE Pfizer Inc. | 1.77% | 1,963,700 | $47.3M | No change |
| UPS United Parcel Service Class B | 1.66% | 411,400 | $44.2M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.64% | 190,800 | $43.8M | No change |
| KMB Kimberly-Clark Corp. | 1.59% | 387,500 | $42.5M | No change |
| CAH Cardinal Health Inc. | 1.57% | 177,000 | $42.0M | No change |
| OGE Oge Energy Corp. | 1.57% | 862,500 | $42.0M | No change |
| PAYX Paychex Inc. | 1.56% | 423,100 | $41.6M | No change |
| POR Portland General Electric Co. | 1.36% | 700,600 | $36.3M | No change |
| BMY Bristol-Myers Squibb Co. | 1.34% | 620,450 | $35.8M | No change |
| GPC Genuine Parts Co. | 1.29% | 292,100 | $34.4M | No change |
| SR Spire Inc. | 1.27% | 433,500 | $33.9M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 1.20% | 632,400 | $31.9M | Add +116.2% |
| PEG Public Service Enterprise GP | 1.20% | 392,500 | $31.9M | No change |
| BKH Black Hills Corp. | 1.16% | 416,000 | $31.0M | No change |
| FE Firstenergy Corp. | 1.13% | 631,500 | $30.1M | No change |
| BF.B Brown-Forman Corp. Class B | 1.11% | 1,103,400 | $29.5M | No change |
| ITW Illinois Tool Works | 1.10% | 108,500 | $29.3M | Reduce -18.7% |
| USB US Bancorp | 1.09% | 479,400 | $29.0M | Reduce -0.1% |
| PSX Phillips 66 | 1.08% | 170,100 | $28.8M | No change |
| STZ Constellation Brands Inc. Class A | 1.01% | 193,500 | $26.9M | No change |
| EMN Eastman Chemical Co. | 0.97% | 387,500 | $26.0M | No change |
| AVA Avista Corp. | 0.92% | 597,500 | $24.5M | No change |
| MDLZ Mondelez International Inc. Class A | 0.90% | 414,100 | $24.0M | No change |
| LMT Lockheed Martin Corp. | 0.89% | 46,800 | $23.8M | No change |
| HD Home Depot Inc. | 0.44% | 33,000 | $11.6M | New |
| DGICA Donegal Group Inc. Class A | 0.30% | 425,500 | $8.0M | No change |