| WMT Walmart Inc. | 4.48% | 40,090 | $5.2M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 4.15% | 20,499 | $4.8M | Add +0.4% |
| AAPL Apple Inc. | 3.81% | 16,908 | $4.4M | Reduce -1.2% |
| E Eni SPA-Sponsored ADR | 3.57% | 73,932 | $4.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 3.45% | 12,593 | $4.0M | Reduce -1.4% |
| CAT Caterpillar Inc. | 3.37% | 4,950 | $3.9M | Reduce -6.5% |
| NVDA Nvidia Corp. | 3.01% | 18,914 | $3.5M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 2.92% | 3,262 | $3.4M | Add +1.3% |
| MCD McDonald's Corp. | 2.87% | 10,723 | $3.3M | Reduce -0.9% |
| MU Micron Technology Inc. | 2.69% | 7,360 | $3.1M | Reduce -5.7% |
| V Visa Inc. Class A | 2.59% | 9,710 | $3.0M | Reduce -0.9% |
| EOG EOG Resources Inc. | 2.55% | 21,541 | $2.9M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 2.42% | 2,921 | $2.8M | Reduce -1.0% |
| AEP American Electric Power | 2.40% | 20,247 | $2.8M | Reduce -1.2% |
| CMC Commercial Metals Co. | 2.33% | 41,038 | $2.7M | Reduce -0.9% |
| NFLX Netflix Inc. | 2.30% | 26,030 | $2.7M | Reduce -1.3% |
| ATO Atmos Energy Corp. | 2.23% | 13,374 | $2.6M | Reduce -3.4% |
| CNQ Canadian Natural Resources | 2.18% | 55,137 | $2.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.15% | 6,642 | $2.5M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.01% | 4,794 | $2.3M | Add +0.4% |
| CVX Chevron Corp. | 1.87% | 11,345 | $2.2M | Reduce -0.2% |
| ED Consolidated Edison Inc. | 1.86% | 18,691 | $2.1M | Reduce -0.5% |
| AXON Axon Enterprise Inc. | 1.85% | 6,092 | $2.1M | Reduce -2.5% |
| MLM Martin Marietta Materials | 1.85% | 3,408 | $2.1M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 1.78% | 42,970 | $2.1M | Reduce -1.9% |
| LIN Linde PLC | 1.66% | 3,813 | $1.9M | No change |
| DE Deere & Co. | 1.43% | 2,663 | $1.6M | Reduce -4.4% |
| MA Mastercard Inc. Class A | 1.39% | 3,197 | $1.6M | Reduce -2.9% |
| EXR Extra Space Storage Inc. | 1.36% | 11,303 | $1.6M | Reduce -9.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.34% | 15,542 | $1.6M | Reduce -0.3% |
| VMC Vulcan Materials Co. | 1.18% | 4,635 | $1.4M | Reduce -2.6% |
| ABT Abbott Laboratories | 1.13% | 12,718 | $1.3M | Reduce -1.8% |
| FAST Fastenal Co. | 1.12% | 26,404 | $1.3M | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 1.06% | 7,916 | $1.2M | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.97% | 2,826 | $1.1M | Reduce -7.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.97% | 770 | $1.1M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 0.92% | 11,255 | $1.1M | Reduce -8.2% |
| XYL Xylem Inc. | 0.91% | 8,091 | $1.0M | Reduce -3.1% |
| PSA Public Storage | 0.90% | 3,526 | $1.0M | Reduce -10.9% |
| JNJ Johnson & Johnson | 0.82% | 3,903 | $942K | Reduce -1.1% |
| HD Home Depot Inc. | 0.79% | 2,671 | $907K | Reduce -2.9% |
| YUM Yum! Brands Inc. | 0.75% | 5,356 | $861K | Reduce -0.2% |
| MCK McKesson Corp. | 0.62% | 826 | $721K | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.62% | 2,255 | $718K | Reduce -9.0% |
| WFC Wells Fargo & Co. | 0.61% | 8,255 | $710K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 11,272 | $594K | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.51% | 3,981 | $584K | No change |
| WM Waste Management Inc. | 0.51% | 2,503 | $583K | Reduce -7.4% |
| AMD Advanced Micro Devices | 0.50% | 2,435 | $576K | No change |
| UGI Ugi Corp. | 0.49% | 14,686 | $564K | Reduce -2.0% |
| VLO Valero Energy Corp. | 0.46% | 2,268 | $533K | Reduce -3.7% |
| PFE Pfizer Inc. | 0.44% | 18,792 | $512K | Reduce -10.3% |
| DGX Quest Diagnostics Inc. | 0.39% | 2,298 | $455K | No change |
| IIPR Innovative Industrial Proper | 0.39% | 8,932 | $447K | Reduce -16.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.38% | 1,598 | $441K | Add +16.7% |
| MCHP Microchip Technology Inc. | 0.38% | 6,171 | $439K | Reduce -5.0% |
| XPO Xpo Inc. | 0.38% | 2,074 | $439K | Add +2.5% |
| ING ING Groep N.V.-Sponsored ADR | 0.38% | 15,309 | $438K | Add +0.9% |
| SHW The Sherwin-Williams Co. | 0.38% | 1,302 | $437K | No change |
| DG Dollar General Corp. | 0.37% | 3,541 | $424K | Reduce -3.7% |
| TEX Terex Corp. | 0.36% | 6,477 | $417K | New |
| MRK Merck & Co. Inc. | 0.35% | 3,266 | $401K | No change |
| T AT&T Inc. | 0.33% | 14,126 | $379K | Reduce -3.1% |
| DAL Delta Air Lines Inc. | 0.28% | 4,784 | $324K | Add +1.8% |
| DRI Darden Restaurants Inc. | 0.28% | 1,650 | $324K | No change |
| UL Unilever PLC-Sponsored ADR | 0.28% | 5,482 | $320K | Add +1.5% |
| NOW ServiceNow Inc. | 0.26% | 3,400 | $305K | Reduce -17.6% |
| SBUX Starbucks Corp. | 0.26% | 3,063 | $297K | No change |
| CHD Church & Dwight Co. Inc. | 0.25% | 2,963 | $285K | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.24% | 449 | $282K | Add +1.8% |
| CRM Salesforce Inc. | 0.23% | 1,586 | $271K | Reduce -5.9% |
| COF Capital One Financial Corp. | 0.23% | 1,374 | $268K | Add +1.9% |
| AA Alcoa Corp. | 0.23% | 3,603 | $264K | No change |
| FDX FedEx Corp. | 0.23% | 699 | $264K | Add +0.6% |
| BALL Ball Corp. | 0.22% | 4,039 | $254K | Reduce -3.2% |
| OXY Occidental Petroleum Corp. | 0.21% | 4,229 | $248K | Reduce -8.6% |
| PNC PNC Financial Services Group | 0.21% | 1,095 | $244K | No change |
| SYK Stryker Corp. | 0.21% | 719 | $244K | Reduce -1.4% |
| EXC Exelon Corp. | 0.21% | 4,887 | $242K | Add +0.3% |
| CSX CSX Corp. | 0.21% | 5,677 | $241K | No change |
| PSX Phillips 66 | 0.21% | 1,481 | $239K | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.20% | 2,991 | $234K | Add +0.7% |
| EXP Eagle Materials Inc. | 0.20% | 1,176 | $232K | No change |
| GILD Gilead Sciences Inc. | 0.20% | 1,630 | $232K | Reduce -2.5% |
| ALCO Alico Inc. | 0.20% | 5,160 | $229K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.19% | 6,250 | $214K | No change |