| Microsoft Corp COM(MSFT) | Stock | 594918104 | $7.0M | 14,521 | 5.1% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $5.6M | 18,025 | 4.1% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $5.4M | 19,866 | 3.9% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $5.2M | 14,890 | 3.7% |
| Oracle Corp COM(ORCL) | Stock | 68389X105 | $5.0M | 25,743 | 3.6% |
| International Business Machs COM(IBM) | Stock | 459200101 | $4.8M | 16,169 | 3.5% |
| Jefferies Financial Group Inc COM(JEF) | Stock | 47233W109 | $3.7M | 59,996 | 2.7% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $3.7M | 11,352 | 2.7% |
| Prologis Inc. COM(PLD) | REIT | 74340W103 | $3.5M | 27,586 | 2.6% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $3.5M | 5,326 | 2.5% |
| Philip Morris Intl Inc COM(PM) | Stock | 718172109 | $3.4M | 21,465 | 2.5% |
| Cencora Inc COM(COR) | Stock | 03073E105 | $3.2M | 9,489 | 2.3% |
| TJX COS Inc New COM(TJX) | Stock | 872540109 | $3.1M | 20,467 | 2.3% |
| Medtronic PLC SHS(MDT) | Stock | G5960L103 | $3.1M | 32,443 | 2.3% |
| Toll Brothers Inc COM(TOL) | Stock | 889478103 | $3.1M | 23,017 | 2.3% |
| Flowserve Corp COM(FLS) | Stock | 34354P105 | $3.1M | 43,992 | 2.2% |
| Blackstone Inc COM(BX) | Stock | 09260D107 | $3.0M | 19,583 | 2.2% |
| BlackRock Inc COM(BLK) | Stock | 09290D101 | $2.9M | 2,738 | 2.1% |
| Emerson Elec Co COM(EMR) | Stock | 291011104 | $2.9M | 21,964 | 2.1% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $2.9M | 2,707 | 2.1% |
| Applied Indl Technologies Inc COM(AIT) | Stock | 03820C105 | $2.9M | 11,311 | 2.1% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $2.9M | 12,673 | 2.1% |
| RTX Corporation COM(RTX) | Stock | 75513E101 | $2.8M | 15,512 | 2.1% |
| Citigroup Inc COM New(C) | Stock | 172967424 | $2.8M | 23,953 | 2.0% |
| Astrazeneca PLC ORD(AZN) | ADR | G0593M107 | $2.8M | 30,391 | 2.0% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $2.7M | 33,940 | 2.0% |
| Baker Hughes Company CL A(BKR) | Stock | 05722G100 | $2.5M | 55,517 | 1.8% |
| PNC Finl Svcs Group Inc COM(PNC) | Stock | 693475105 | $2.3M | 11,107 | 1.7% |
| Cameco Corp COM(CCJ) | Stock | 13321L108 | $2.3M | 25,112 | 1.7% |
| American Express Co COM(AXP) | Stock | 025816109 | $2.2M | 6,048 | 1.6% |
| Goldman Sachs Group Inc COM(GS) | Stock | 38141G104 | $2.2M | 2,453 | 1.6% |
| Darden Restaurants Inc COM(DRI) | Stock | 237194105 | $2.1M | 11,598 | 1.5% |
| Union PAC Corp COM(UNP) | Stock | 907818108 | $2.1M | 9,180 | 1.5% |
| Freeport Mcmoran Inc CL B(FCX) | Stock | 35671D857 | $2.1M | 40,801 | 1.5% |
| Dicks Sporting Goods Inc COM(DKS) | Stock | 253393102 | $2.0M | 10,189 | 1.5% |
| Taiwan Semiconductor Manufact Sponsored ADS(TSM) | ADR | 874039100 | $2.0M | 6,616 | 1.5% |
| Stmicroelectronics N V NY Registry(STM) | ADR | 861012102 | $1.9M | 73,854 | 1.4% |
| Scotts Miracle-Gro Co CL A(SMG) | Stock | 810186106 | $1.9M | 32,002 | 1.4% |
| Silicon Motion Technology Corp Sponsored ADR(SIMO) | ADR | 82706C108 | $1.9M | 20,065 | 1.3% |
| Toyota Motor Corp ADS(TM) | ADR | 892331307 | $1.9M | 8,643 | 1.3% |
| United Parcel Svcs Inc CL B(UPS) | Stock | 911312106 | $1.8M | 18,606 | 1.3% |
| Canadian NAT RES LTD MED Term COM(CNQ) | Stock | 136385101 | $1.8M | 53,229 | 1.3% |
| United Rentals Inc COM(URI) | Stock | 911363109 | $1.8M | 2,207 | 1.3% |
| Enbridge Inc COM(ENB) | Stock | 29250N105 | $1.8M | 37,026 | 1.3% |
| Nike Inc CL B(NKE) | Stock | 654106103 | $1.7M | 27,372 | 1.3% |
| Kontoor Brands Inc COM(KTB) | Stock | 50050N103 | $1.4M | 23,676 | 1.0% |
| Digital Rlty TR Inc COM(DLR) | REIT | 253868103 | $1.4M | 9,280 | 1.0% |
| Duke Energy Corp New COM New(DUK) | Stock | 26441C204 | $1.4M | 12,229 | 1.0% |