| MRK Merck & Co. Inc. | 4.73% | 245,581 | $32.4M | Add +44.3% |
| PG The Procter & Gamble Co. | 3.74% | 157,788 | $25.6M | Add +60.6% |
| INTC Intel Corp. | 3.37% | 522,915 | $23.1M | Add +48.2% |
| NEM Newmont Corp. | 3.13% | 597,367 | $21.4M | Add +57.4% |
| CB Chubb Ltd. | 3.12% | 82,448 | $21.4M | Add +39.7% |
| ADP Automatic Data Processing | 3.07% | 84,279 | $21.0M | Add +40.9% |
| CTVA Corteva Inc. | 3.05% | 362,464 | $20.9M | Add +38.2% |
| BP BP PLC-Spons ADR | 2.93% | 533,190 | $20.1M | Add +41.9% |
| JNJ Johnson & Johnson | 2.80% | 121,074 | $19.2M | Add +47.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.79% | 100,147 | $19.1M | Add +56.3% |
| NVS Novartis AG-Sponsored ADR | 2.65% | 187,737 | $18.2M | Add +44.3% |
| FFIV F5 Inc. | 2.63% | 94,883 | $18.0M | Add +46.2% |
| MDT Medtronic PLC | 2.49% | 195,803 | $17.1M | Add +48.8% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 2.43% | 193,869 | $16.7M | Add +32.6% |
| WMB Williams Cos Inc. | 2.43% | 426,750 | $16.6M | Add +42.3% |
| MMM 3M Co. | 2.37% | 152,868 | $16.2M | Add +65.8% |
| EMR Emerson Electric Co. | 2.22% | 134,295 | $15.2M | Add +53.3% |
| PEP Pepsico Inc. | 2.21% | 86,612 | $15.2M | Add +45.8% |
| SYY Sysco Corp. | 2.16% | 181,890 | $14.8M | Add +59.4% |
| FAST Fastenal Co. | 2.01% | 178,050 | $13.7M | Add +16.0% |
| NTRS Northern Trust Corp. | 2.00% | 154,207 | $13.7M | Add +42.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.98% | 247,499 | $13.6M | Add +51.6% |
| WY Weyerhaeuser Co. | 1.93% | 367,185 | $13.2M | Add +7.9% |
| DD Dupont DE Nemours Inc. | 1.91% | 170,654 | $13.1M | Add +34.5% |
| UPS United Parcel Service Class B | 1.86% | 85,726 | $12.7M | Add +41.6% |
| FTNT Fortinet Inc. | 1.80% | 180,650 | $12.3M | Add +16.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.68% | 27,410 | $11.5M | Add +1270.5% |
| CL Colgate-Palmolive Co. | 1.41% | 107,240 | $9.7M | Add +45.6% |
| TXN Texas Instruments Inc. | 1.35% | 53,124 | $9.3M | Add +21.4% |
| ILMN Illumina Inc. | 1.33% | 66,280 | $9.1M | Add +84.0% |
| MSFT Microsoft Corp. | 1.26% | 20,590 | $8.7M | Add +309.8% |
| IT Gartner Inc. | 1.20% | 17,243 | $8.2M | Add +5.4% |
| FISV Fiserv Inc. | 1.19% | 51,040 | $8.2M | Add +6.2% |
| AMT American Tower Corp. | 1.06% | 36,895 | $7.3M | Add +19.1% |
| PFE Pfizer Inc. | 1.04% | 257,051 | $7.1M | Add +149.2% |
| XOM Exxon Mobil Corp. | 1.03% | 60,694 | $7.1M | Add +176.3% |
| ACN Accenture PLC Class A | 1.03% | 20,320 | $7.0M | Add +19.5% |
| CHRW C.H. Robinson Worldwide Inc. | 1.01% | 91,230 | $6.9M | Add +69.6% |
| TRMB Trimble Inc. | 0.90% | 96,050 | $6.2M | Add +21.5% |
| CPAY Corpay Inc. | 0.86% | 19,200 | $5.9M | New |
| HSY The Hershey Co. | 0.85% | 30,005 | $5.8M | Add +15.4% |
| JPM JPMorgan Chase & Co. | 0.72% | 24,782 | $5.0M | Add +379.3% |
| UNP Union Pacific Corp. | 0.70% | 19,393 | $4.8M | Add +18.7% |
| AAPL Apple Inc. | 0.60% | 24,153 | $4.1M | Add +36.4% |
| GIS General Mills Inc. | 0.58% | 57,070 | $4.0M | Add +43.2% |
| CSCO Cisco Systems Inc. | 0.55% | 75,646 | $3.8M | Add +327.9% |
| ABT Abbott Laboratories | 0.48% | 29,028 | $3.3M | New |
| ABBV Abbvie Inc. | 0.45% | 16,857 | $3.1M | New |
| COP Conocophillips | 0.42% | 22,590 | $2.9M | Add +299.7% |
| PSX Phillips 66 | 0.41% | 17,073 | $2.8M | Add +317.5% |
| CLX Clorox Company | 0.37% | 16,514 | $2.5M | Add +51.6% |
| AXP American Express Co. | 0.36% | 10,912 | $2.5M | New |
| AZPN Aspen Technology Inc. | 0.35% | 11,172 | $2.4M | Add +77.3% |
| CVX Chevron Corp. | 0.34% | 14,815 | $2.3M | Add +562.9% |
| LLY Eli Lilly & Co. | 0.33% | 2,864 | $2.2M | Add +192.8% |
| ADSK Autodesk Inc. | 0.32% | 8,435 | $2.2M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.31% | 34,638 | $2.1M | Add +258.2% |
| NEE Nextera Energy Inc. | 0.31% | 33,040 | $2.1M | Add +33.7% |
| CMCSA Comcast Corp. Class A | 0.31% | 48,616 | $2.1M | Add +90.8% |
| COST Costco Wholesale Corp. | 0.30% | 2,791 | $2.0M | New |
| STT State Street Corp. | 0.30% | 26,350 | $2.0M | Add +43.2% |
| V Visa Inc. Class A | 0.27% | 6,702 | $1.9M | Reduce -10.7% |
| ANSS Ansys Inc. | 0.22% | 4,350 | $1.5M | No change |
| MS Morgan Stanley | 0.21% | 15,570 | $1.5M | New |
| UNH Unitedhealth Group Inc. | 0.21% | 2,850 | $1.4M | New |
| HD Home Depot Inc. | 0.19% | 3,458 | $1.3M | New |
| APD Air Products & Chemicals Inc. | 0.18% | 5,105 | $1.2M | Add +173.3% |
| GPC Genuine Parts Co. | 0.18% | 7,800 | $1.2M | New |
| CI The Cigna Group | 0.17% | 3,234 | $1.2M | New |
| K Kellanova | 0.17% | 20,275 | $1.2M | New |
| FDX FedEx Corp. | 0.17% | 4,000 | $1.2M | New |
| RTX RTX Corp. | 0.17% | 11,606 | $1.1M | New |
| CAT Caterpillar Inc. | 0.16% | 3,035 | $1.1M | New |
| DOV Dover Corp. | 0.16% | 6,050 | $1.1M | New |
| VZ Verizon Communications Inc. | 0.16% | 25,459 | $1.1M | New |
| NSC Norfolk Southern Corp. | 0.15% | 4,025 | $1.0M | Add +136.8% |
| DE Deere & Co. | 0.15% | 2,495 | $1.0M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 17,500 | $1.0M | New |
| TECH Bio-Techne Corp. | 0.14% | 13,790 | $971K | Reduce -7.1% |
| ETN Eaton Corp. PLC | 0.14% | 3,100 | $969K | New |
| GE General Electric | 0.14% | 5,511 | $967K | New |
| MCD McDonald's Corp. | 0.13% | 3,189 | $899K | Add +112.6% |
| ITW Illinois Tool Works | 0.13% | 3,252 | $873K | Add +261.3% |
| WMT Walmart Inc. | 0.12% | 13,284 | $799K | Add +225.1% |
| AMZN Amazon.com Inc. | 0.11% | 4,345 | $784K | Reduce -10.9% |
| USB US Bancorp | 0.11% | 16,450 | $735K | New |
| PPG PPG Industries Inc. | 0.11% | 5,028 | $729K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 5,830 | $713K | Add +1.4% |
| ES Eversource Energy | 0.10% | 10,952 | $655K | New |
| GOOG Alphabet Inc. Class C | 0.09% | 4,072 | $620K | Add +161.0% |
| PNC PNC Financial Services Group | 0.08% | 3,550 | $574K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 1,096 | $573K | Reduce -15.4% |
| BDX Becton Dickinson and Co. | 0.08% | 2,284 | $565K | New |
| CSX CSX Corp. | 0.08% | 15,200 | $563K | New |
| DEO Diageo PLC-Sponsored ADR | 0.08% | 3,710 | $552K | New |
| SHW The Sherwin-Williams Co. | 0.08% | 1,500 | $521K | Reduce -11.8% |
| DOW Dow Inc. | 0.07% | 8,747 | $507K | Add +22.6% |
| DUK Duke Energy Corp. | 0.07% | 5,145 | $498K | Add +24.9% |
| NVDA Nvidia Corp. | 0.07% | 536 | $484K | No change |
| LOW Lowe's Cos Inc. | 0.07% | 1,888 | $481K | New |