| CSCO Cisco Systems Inc. | 3.29% | 1,208,600 | $83.9M | No change |
| PG The Procter & Gamble Co. | 3.19% | 510,800 | $81.4M | No change |
| XOM Exxon Mobil Corp. | 3.06% | 725,000 | $78.2M | No change |
| ETN Eaton Corp. PLC | 3.04% | 217,000 | $77.5M | No change |
| TXN Texas Instruments Inc. | 2.93% | 360,500 | $74.8M | No change |
| KO The Coca-Cola Co. | 2.91% | 1,047,300 | $74.1M | No change |
| CMI Cummins Inc. | 2.82% | 219,500 | $71.9M | No change |
| SO The Southern Co. | 2.78% | 771,000 | $70.8M | No change |
| QCOM Qualcomm Inc. | 2.76% | 441,800 | $70.4M | No change |
| CVX Chevron Corp. | 2.73% | 486,300 | $69.6M | No change |
| CAT Caterpillar Inc. | 2.69% | 177,000 | $68.7M | No change |
| EMR Emerson Electric Co. | 2.67% | 511,100 | $68.1M | No change |
| CAH Cardinal Health Inc. | 2.47% | 375,000 | $63.0M | Reduce -8.5% |
| PAYX Paychex Inc. | 2.41% | 423,100 | $61.5M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.39% | 190,800 | $61.1M | No change |
| PEP Pepsico Inc. | 2.36% | 455,950 | $60.2M | Add +17.0% |
| CINF Cincinnati Financial Corp. | 2.33% | 399,100 | $59.4M | No change |
| DUK Duke Energy Corp. | 2.28% | 492,231 | $58.1M | No change |
| EVRG Evergy Inc. | 2.26% | 836,046 | $57.6M | No change |
| MCD McDonald's Corp. | 2.25% | 196,150 | $57.3M | No change |
| MRK Merck & Co. Inc. | 2.19% | 705,600 | $55.9M | Add +15.0% |
| HUBB Hubbell Inc. | 2.03% | 127,000 | $51.9M | No change |
| JNJ Johnson & Johnson | 1.99% | 333,000 | $50.9M | No change |
| KMB Kimberly-Clark Corp. | 1.96% | 387,500 | $50.0M | No change |
| MSM MSC Industrial Direct Co. Class A | 1.88% | 565,200 | $48.1M | No change |
| PFE Pfizer Inc. | 1.87% | 1,963,700 | $47.6M | Add +20.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.86% | 45,500 | $47.3M | No change |
| SYY Sysco Corp. | 1.84% | 620,200 | $47.0M | No change |
| LMT Lockheed Martin Corp. | 1.83% | 100,800 | $46.7M | No change |
| ES Eversource Energy | 1.76% | 703,933 | $44.8M | No change |
| K Kellanova | 1.69% | 541,500 | $43.1M | No change |
| UPS United Parcel Service Class B | 1.63% | 411,400 | $41.5M | No change |
| ITW Illinois Tool Works | 1.55% | 160,000 | $39.6M | No change |
| AEP American Electric Power | 1.50% | 369,300 | $38.3M | No change |
| OGE Oge Energy Corp. | 1.50% | 862,500 | $38.3M | No change |
| VLO Valero Energy Corp. | 1.50% | 284,500 | $38.2M | No change |
| XEL Xcel Energy Inc. | 1.39% | 522,200 | $35.6M | No change |
| WEC WEC Energy Group Inc. | 1.37% | 336,279 | $35.0M | No change |
| GPC Genuine Parts Co. | 1.36% | 285,500 | $34.6M | No change |
| PSX Phillips 66 | 1.31% | 280,600 | $33.5M | No change |
| PEG Public Service Enterprise GP | 1.30% | 392,500 | $33.0M | No change |
| SR Spire Inc. | 1.24% | 433,500 | $31.6M | No change |
| BMY Bristol-Myers Squibb Co. | 1.10% | 608,750 | $28.2M | No change |
| SON Sonoco Products Co. | 0.99% | 580,200 | $25.3M | No change |
| POR Portland General Electric Co. | 0.99% | 620,000 | $25.2M | No change |
| ALE Allete Inc. | 0.96% | 383,100 | $24.5M | No change |
| EMN Eastman Chemical Co. | 0.96% | 326,500 | $24.4M | No change |
| BKH Black Hills Corp. | 0.92% | 416,000 | $23.3M | No change |
| AVA Avista Corp. | 0.89% | 597,500 | $22.7M | No change |
| USB US Bancorp | 0.85% | 480,000 | $21.7M | No change |
| FE Firstenergy Corp. | 0.82% | 521,500 | $21.0M | No change |
| GIS General Mills Inc. | 0.59% | 289,200 | $15.0M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.42% | 110,000 | $10.6M | No change |
| DGICA Donegal Group Inc. Class A | 0.33% | 425,500 | $8.5M | No change |
| NWN Northwest Natural Holding Co. | 0.01% | 4,700 | $187K | No change |