| CMI Cummins Inc. | 3.44% | 219,500 | $92.7M | No change |
| CAT Caterpillar Inc. | 3.13% | 177,000 | $84.5M | No change |
| CSCO Cisco Systems Inc. | 3.07% | 1,208,600 | $82.7M | No change |
| XOM Exxon Mobil Corp. | 3.03% | 725,000 | $81.7M | No change |
| ETN Eaton Corp. PLC | 3.01% | 217,000 | $81.2M | No change |
| PG The Procter & Gamble Co. | 2.91% | 510,800 | $78.5M | No change |
| CVX Chevron Corp. | 2.80% | 486,300 | $75.5M | No change |
| QCOM Qualcomm Inc. | 2.73% | 441,800 | $73.5M | No change |
| SO The Southern Co. | 2.71% | 771,000 | $73.1M | No change |
| KO The Coca-Cola Co. | 2.58% | 1,047,300 | $69.5M | No change |
| EMR Emerson Electric Co. | 2.49% | 511,100 | $67.0M | No change |
| TXN Texas Instruments Inc. | 2.46% | 360,500 | $66.2M | No change |
| PEP Pepsico Inc. | 2.37% | 455,950 | $64.0M | No change |
| EVRG Evergy Inc. | 2.36% | 836,046 | $63.6M | No change |
| CINF Cincinnati Financial Corp. | 2.34% | 399,100 | $63.1M | No change |
| JNJ Johnson & Johnson | 2.29% | 333,000 | $61.7M | No change |
| DUK Duke Energy Corp. | 2.26% | 492,231 | $60.9M | No change |
| MCD McDonald's Corp. | 2.21% | 196,150 | $59.6M | No change |
| MRK Merck & Co. Inc. | 2.20% | 705,600 | $59.2M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.19% | 190,800 | $59.1M | No change |
| CAH Cardinal Health Inc. | 2.18% | 375,000 | $58.9M | No change |
| HUBB Hubbell Inc. | 2.03% | 127,000 | $54.6M | No change |
| PAYX Paychex Inc. | 1.99% | 423,100 | $53.6M | No change |
| MSM MSC Industrial Direct Co. Class A | 1.93% | 565,200 | $52.1M | No change |
| SYY Sysco Corp. | 1.89% | 620,200 | $51.1M | No change |
| LMT Lockheed Martin Corp. | 1.87% | 100,800 | $50.3M | No change |
| ES Eversource Energy | 1.86% | 703,933 | $50.1M | No change |
| PFE Pfizer Inc. | 1.86% | 1,963,700 | $50.0M | No change |
| VLO Valero Energy Corp. | 1.80% | 284,500 | $48.4M | No change |
| KMB Kimberly-Clark Corp. | 1.79% | 387,500 | $48.2M | No change |
| K Kellanova | 1.65% | 541,500 | $44.4M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.61% | 45,500 | $43.4M | No change |
| XEL Xcel Energy Inc. | 1.56% | 522,200 | $42.1M | No change |
| ITW Illinois Tool Works | 1.55% | 160,000 | $41.7M | No change |
| AEP American Electric Power | 1.54% | 369,300 | $41.5M | No change |
| OGE Oge Energy Corp. | 1.48% | 862,500 | $39.9M | No change |
| GPC Genuine Parts Co. | 1.47% | 285,500 | $39.6M | No change |
| WEC WEC Energy Group Inc. | 1.43% | 336,279 | $38.5M | No change |
| PSX Phillips 66 | 1.42% | 280,600 | $38.2M | No change |
| SR Spire Inc. | 1.31% | 433,500 | $35.3M | No change |
| UPS United Parcel Service Class B | 1.27% | 411,400 | $34.4M | No change |
| PEG Public Service Enterprise GP | 1.21% | 392,500 | $32.8M | No change |
| BMY Bristol-Myers Squibb Co. | 1.02% | 608,750 | $27.5M | No change |
| POR Portland General Electric Co. | 1.01% | 620,000 | $27.3M | No change |
| BKH Black Hills Corp. | 0.95% | 416,000 | $25.6M | No change |
| ALE Allete Inc. | 0.94% | 383,100 | $25.4M | No change |
| SON Sonoco Products Co. | 0.93% | 580,200 | $25.0M | No change |
| EMN Eastman Chemical Co. | 0.91% | 387,500 | $24.4M | Add +18.7% |
| FE Firstenergy Corp. | 0.89% | 521,500 | $23.9M | No change |
| USB US Bancorp | 0.86% | 480,000 | $23.2M | No change |
| AVA Avista Corp. | 0.84% | 597,500 | $22.6M | No change |
| BF.B Brown-Forman Corp. Class B | 0.78% | 776,300 | $21.0M | New |
| STZ Constellation Brands Inc. Class A | 0.55% | 109,500 | $14.7M | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.42% | 110,000 | $11.3M | No change |
| MDLZ Mondelez International Inc. Class A | 0.37% | 161,400 | $10.1M | New |
| DGICA Donegal Group Inc. Class A | 0.31% | 425,500 | $8.3M | No change |