| AAPL Apple Inc. | 4.66% | 51,973 | $11.5M | Reduce -6.8% |
| LLY Eli Lilly & Co. | 3.98% | 11,930 | $9.9M | Reduce -1.8% |
| ORCL Oracle Corp. | 3.94% | 69,663 | $9.7M | Reduce -3.9% |
| MSFT Microsoft Corp. | 3.82% | 25,174 | $9.4M | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 3.51% | 56,189 | $8.7M | Reduce -3.7% |
| NVDA Nvidia Corp. | 3.33% | 76,001 | $8.2M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.99% | 60,684 | $7.4M | Reduce -9.5% |
| V Visa Inc. Class A | 2.93% | 20,702 | $7.3M | Reduce -5.9% |
| PAYX Paychex Inc. | 2.51% | 40,341 | $6.2M | Reduce -2.6% |
| ADP Automatic Data Processing | 2.47% | 19,982 | $6.1M | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 2.13% | 9,146 | $5.3M | Reduce -1.5% |
| CRM Salesforce Inc. | 2.07% | 19,074 | $5.1M | Reduce -0.8% |
| FICO Fair Isaac Corp. | 2.03% | 2,727 | $5.0M | Reduce -3.7% |
| AMGN Amgen Inc. | 1.98% | 15,753 | $4.9M | Reduce -1.5% |
| ACN Accenture PLC Class A | 1.90% | 15,064 | $4.7M | Add +0.1% |
| TRV The Travelers Cos Inc. | 1.88% | 17,623 | $4.7M | Reduce -7.4% |
| XOM Exxon Mobil Corp. | 1.77% | 36,873 | $4.4M | Reduce -3.2% |
| HON Honeywell International Inc. | 1.73% | 20,206 | $4.3M | Reduce -0.0% |
| SYY Sysco Corp. | 1.72% | 56,726 | $4.3M | Reduce -5.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.63% | 40,926 | $4.0M | Reduce -1.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.60% | 56,968 | $4.0M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.55% | 15,595 | $3.8M | Reduce -8.5% |
| MA Mastercard Inc. Class A | 1.54% | 6,967 | $3.8M | No change |
| JNJ Johnson & Johnson | 1.37% | 20,463 | $3.4M | Reduce -7.0% |
| ANET Arista Networks Inc. | 1.35% | 43,032 | $3.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.34% | 17,444 | $3.3M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 1.34% | 6,451 | $3.3M | Reduce -19.3% |
| CDW CDW Corp. | 1.33% | 20,605 | $3.3M | Reduce -2.4% |
| ETN Eaton Corp. PLC | 1.33% | 12,078 | $3.3M | Reduce -6.9% |
| CSCO Cisco Systems Inc. | 1.20% | 48,284 | $3.0M | Reduce -1.4% |
| COP Conocophillips | 1.16% | 27,438 | $2.9M | Reduce -3.3% |
| HD Home Depot Inc. | 1.16% | 7,850 | $2.9M | Reduce -4.5% |
| NKE Nike Inc. Class B | 1.15% | 44,833 | $2.8M | Add +1.7% |
| AXP American Express Co. | 1.12% | 10,320 | $2.8M | Reduce -8.6% |
| SBUX Starbucks Corp. | 1.12% | 28,260 | $2.8M | Reduce -2.3% |
| ECL Ecolab Inc. | 1.11% | 10,869 | $2.8M | Reduce -9.9% |
| ITW Illinois Tool Works | 1.10% | 11,023 | $2.7M | Reduce -0.5% |
| FISV Fiserv Inc. | 1.10% | 12,374 | $2.7M | Reduce -1.5% |
| ABBV Abbvie Inc. | 1.09% | 12,895 | $2.7M | Reduce -2.8% |
| ALL Allstate Corp. | 1.04% | 12,416 | $2.6M | Reduce -10.0% |
| COR Cencora Inc. | 0.95% | 8,447 | $2.3M | Reduce -6.5% |
| UPS United Parcel Service Class B | 0.94% | 21,241 | $2.3M | Reduce -2.7% |
| CVX Chevron Corp. | 0.87% | 12,837 | $2.1M | Add +1.1% |
| QCOM Qualcomm Inc. | 0.86% | 13,832 | $2.1M | Reduce -2.0% |
| EMR Emerson Electric Co. | 0.81% | 18,315 | $2.0M | Reduce -13.9% |
| ABT Abbott Laboratories | 0.81% | 15,055 | $2.0M | Reduce -11.2% |
| CCI Crown Castle Inc. | 0.79% | 18,730 | $2.0M | Reduce -1.8% |
| AFL Aflac Inc. | 0.76% | 16,925 | $1.9M | Reduce -3.3% |
| PSA Public Storage | 0.74% | 6,149 | $1.8M | Reduce -1.6% |
| G Genpact Ltd. | 0.74% | 36,513 | $1.8M | Reduce -1.9% |
| MDT Medtronic PLC | 0.73% | 20,191 | $1.8M | Reduce -2.8% |
| RSG Republic Services Inc. | 0.66% | 6,744 | $1.6M | Reduce -8.8% |
| MU Micron Technology Inc. | 0.62% | 17,525 | $1.5M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.61% | 16,864 | $1.5M | Reduce -3.5% |
| EMN Eastman Chemical Co. | 0.57% | 16,032 | $1.4M | Reduce -10.4% |
| GPC Genuine Parts Co. | 0.51% | 10,691 | $1.3M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.47% | 7,472 | $1.2M | Reduce -20.6% |
| WFC Wells Fargo & Co. | 0.46% | 16,006 | $1.1M | Reduce -5.0% |
| LOW Lowe's Cos Inc. | 0.44% | 4,684 | $1.1M | Reduce -3.4% |
| FDX FedEx Corp. | 0.43% | 4,346 | $1.1M | Reduce -4.6% |
| DUK Duke Energy Corp. | 0.41% | 8,334 | $1.0M | Reduce -6.5% |
| CMCSA Comcast Corp. Class A | 0.36% | 24,460 | $903K | Reduce -3.9% |
| CL Colgate-Palmolive Co. | 0.36% | 9,610 | $900K | Reduce -3.2% |
| CPT Camden Property Trust | 0.33% | 6,747 | $825K | Reduce -1.1% |
| DGX Quest Diagnostics Inc. | 0.31% | 4,478 | $758K | Reduce -23.4% |
| FAST Fastenal Co. | 0.30% | 9,588 | $744K | Reduce -4.3% |
| KMB Kimberly-Clark Corp. | 0.29% | 5,023 | $714K | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 2,558 | $703K | Reduce -16.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 2,792 | $694K | Reduce -13.9% |
| LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC | 0.28% | 2,980 | $694K | Reduce -18.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.27% | 666 | $658K | Reduce -1.0% |
| CI The Cigna Group | 0.25% | 1,884 | $620K | No change |
| WM Waste Management Inc. | 0.24% | 2,535 | $587K | Reduce -8.4% |
| CB Chubb Ltd. | 0.19% | 1,570 | $474K | Reduce -4.2% |
| PFE Pfizer Inc. | 0.19% | 18,558 | $470K | Reduce -3.1% |
| DOW Dow Inc. | 0.18% | 12,748 | $445K | Reduce -7.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 10,147 | $423K | Reduce -12.6% |
| WMT Walmart Inc. | 0.17% | 4,706 | $413K | Reduce -5.9% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 4,708 | $385K | Add +0.8% |
| WPC WP Carey Inc. | 0.15% | 5,885 | $371K | Reduce -0.6% |
| BF.B Brown-Forman Corp. Class B | 0.15% | 10,878 | $369K | Reduce -3.4% |
| MMM 3M Co. | 0.15% | 2,467 | $362K | Reduce -11.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 8,577 | $359K | No change |
| COST Costco Wholesale Corp. | 0.14% | 360 | $340K | Reduce -43.8% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.12% | 3,807 | $295K | No change |
| PG The Procter & Gamble Co. | 0.12% | 1,680 | $286K | No change |
| MCK McKesson Corp. | 0.11% | 402 | $271K | Reduce -20.1% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 3,989 | $271K | Reduce -3.6% |
| OXY Occidental Petroleum Corp. | 0.11% | 5,310 | $262K | No change |
| PEP Pepsico Inc. | 0.10% | 1,597 | $239K | No change |
| NEE Nextera Energy Inc. | 0.08% | 2,882 | $204K | No change |
| RTX RTX Corp. | 0.08% | 1,530 | $203K | No change |
| EPD Enterprise Products Partners | 0.08% | 5,900 | $201K | No change |
| TTE Totalenergies SE -Spon ADR | 0.08% | 3,086 | $200K | Reduce -38.0% |
| BERKSHIRE HATHAWAY INC | 0.07% | 346 | $184K | Reduce -6.7% |
| NSC Norfolk Southern Corp. | 0.07% | 750 | $178K | No change |
| SO The Southern Co. | 0.07% | 1,839 | $169K | Reduce -21.9% |
| DFAS Dimensional US Small Cap ETF | 0.06% | 2,445 | $146K | Reduce -27.4% |
| SCCO Southern Copper Corp. | 0.06% | 1,529 | $143K | Add +0.7% |
| NSRGY Nestle SA-Spons ADR | 0.05% | 1,300 | $132K | New |