STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	284,075 (+43.8%)	$178,152 (+47.3%)	0.1%	$603.69	—	S&P 500 ETF SHS	922908363
IEFA	ISHARES TR	886,889 (+45.2%)	$79,341 (+48.8%)	0.1%	$87.44	—	CORE MSCI EAFE	46432F842
GOVT	ISHARES TR	2,366,596 (+50.3%)	$54,491 (+49.7%)	0.0%	$23.06	—	US TREAS BD ETF	46429B267
SCHA	SCHWAB STRATEGIC TR	597,919 (+105.6%)	$17,029 (+109.9%)	0.0%	$27.89	—	US SML CAP ETF	808524607
VYM	VANGUARD WHITEHALL FDS	218,597 (+29.4%)	$31,373 (+31.8%)	0.0%	$140.65	—	HIGH DIV YLD	921946406
VYMI	VANGUARD WHITEHALL FDS	207,470 (+25.9%)	$18,672 (+33.8%)	0.0%	$85.19	—	INTL HIGH ETF	921946794
USIG	ISHARES TR	262,371 (+51.3%)	$13,583 (+50.0%)	0.0%	$51.86	—	USD INV GRDE ETF	464288620
VTEB	VANGUARD MUN BD FDS	250,690 (+42.1%)	$12,607 (+42.7%)	0.0%	$50.07	—	TAX EXEMPT BD	922907746
IEMG	ISHARES INC	195,681 (+35.8%)	$13,154 (+38.5%)	0.0%	$64.86	—	CORE MSCI EMKT	46434G103
TLH	ISHARES TR	58,949 (+51.9%)	$5,993 (+50.0%)	0.0%	$102.54	—	10-20 YR TRS ETF	464288653
SCHP	SCHWAB STRATEGIC TR	203,758 (+58.6%)	$5,398 (+55.9%)	0.0%	$26.74	—	US TIPS ETF	808524870
FLOT	ISHARES TR	105,555 (+51.7%)	$5,369 (+51.0%)	0.0%	$51.00	—	FLTG RATE NT ETF	46429B655
USHY	ISHARES TR	65,821 (+33.3%)	$2,461 (+32.0%)	0.0%	$37.62	—	BROAD USD HIGH	46435U853
EMB	ISHARES TR	19,851 (+37.5%)	$1,911 (+39.1%)	0.0%	$94.66	—	JPMORGAN USD EMG	464288281

Exited Positions (2)

— UNILEVER PLC 0.3%

Value ($000) $408,306 Shares 6,887,758 Est. Cost $60.36 Unrealized —

— KELLANOVA 0.1%

Value ($000) $146,657 Shares 1,788,061 Est. Cost $38.94 Unrealized +112.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	UNILEVER PLC	6,887,758	$408,306	0.3%	$60.36	—	—	904767704
—	KELLANOVA	1,788,061	$146,657	0.1%	$38.94	+112.2%	—	487836108

Decreased Positions (5)

MSFT MICROSOFT CORP 3.9%

Value ($000) $5,010,375 (-8.4%) Shares 10,360,148 (-1.9%) Est. Cost $88.23 Unrealized +467.4%

DIS DISNEY WALT CO 2.0%

Value ($000) $2,584,825 (-12.4%) Shares 22,719,742 (-11.8%) Est. Cost $56.11 Unrealized +95.2%

WFC WELLS FARGO CO NEW 2.9%

Value ($000) $3,717,746 (+9.6%) Shares 39,889,976 (-1.4%) Est. Cost $27.36 Unrealized +216.6%

AAPL APPLE INC 5.0%

Value ($000) $6,406,473 (+3.5%) Shares 23,565,339 (-3.1%) Est. Cost $86.95 Unrealized +208.6%

GOOG ALPHABET INC 0.4%

Value ($000) $528,065 (+17.6%) Shares 1,682,807 (-8.8%) Est. Cost $107.07 Unrealized +167.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	10,360,148 (-1.9%)	$5,010,375 (-8.4%)	3.9%	$88.23	+467.4%	COM	594918104
DIS	DISNEY WALT CO	22,719,742 (-11.8%)	$2,584,825 (-12.4%)	2.0%	$56.11	+95.2%	COM	254687106
WFC	WELLS FARGO CO NEW	39,889,976 (-1.4%)	$3,717,746 (+9.6%)	2.9%	$27.36	+216.6%	COM	949746101
AAPL	APPLE INC	23,565,339 (-3.1%)	$6,406,473 (+3.5%)	5.0%	$86.95	+208.6%	COM	037833100
GOOG	ALPHABET INC	1,682,807 (-8.8%)	$528,065 (+17.6%)	0.4%	$107.07	+167.4%	CAP STK CL C	02079K107

Unchanged Positions (94)

LLY ELI LILLY & CO 10.5%

Value ($000) $13,412,240 Shares 12,480,217 Est. Cost $42.21 Unrealized +2163.6%

CAT CATERPILLAR INC 7.8%

Value ($000) $9,985,806 Shares 17,431,190 Est. Cost $61.10 Unrealized +809.1%

GOOGL ALPHABET INC 2.6%

Value ($000) $3,373,458 Shares 10,777,820 Est. Cost $106.40 Unrealized +168.4%

JNJ JOHNSON & JOHNSON 5.1%

Value ($000) $6,537,748 Shares 31,590,952 Est. Cost $59.66 Unrealized +230.2%

NUE NUCOR CORP 3.1%

Value ($000) $3,966,655 Shares 24,318,893 Est. Cost $32.41 Unrealized +362.1%

ZTS ZOETIS INC 1.6%

Value ($000) $1,999,645 Shares 15,892,903 Est. Cost $29.32 Unrealized +344.3%

WMT WALMART INC 3.4%

Value ($000) $4,344,427 Shares 38,994,947 Est. Cost $44.02 Unrealized +143.5%

APD AIR PRODS & CHEMS INC 2.3%

Value ($000) $2,924,914 Shares 11,840,799 Est. Cost $61.55 Unrealized +308.9%

ITW ILLINOIS TOOL WKS INC 4.1%

Value ($000) $5,179,664 Shares 21,029,900 Est. Cost $49.85 Unrealized +396.6%

MRK MERCK & CO INC 1.1%

Value ($000) $1,452,058 Shares 13,794,969 Est. Cost $30.02 Unrealized +210.6%

ASML ASML HOLDING N V 2.3%

Value ($000) $2,950,859 Shares 2,758,173 Est. Cost $93.01 Unrealized —

XOM EXXON MOBIL CORP 2.9%

Value ($000) $3,672,813 Shares 30,520,300 Est. Cost $53.69 Unrealized +115.1%

VMC VULCAN MATLS CO 2.1%

Value ($000) $2,725,180 Shares 9,554,660 Est. Cost $46.69 Unrealized +527.8%

KLAC KLA CORP 1.4%

Value ($000) $1,725,590 Shares 1,420,145 Est. Cost $75.59 Unrealized +1450.4%

PG PROCTER AND GAMBLE CO 1.8%

Value ($000) $2,264,413 Shares 15,800,799 Est. Cost $55.00 Unrealized +167.6%

RIO RIO TINTO PLC 0.7%

Value ($000) $874,874 Shares 10,931,820 Est. Cost $41.08 Unrealized —

META META PLATFORMS INC 1.0%

Value ($000) $1,260,442 Shares 1,909,500 Est. Cost $47.23 Unrealized +1313.0%

ADP AUTOMATIC DATA PROCESSING IN 0.7%

Value ($000) $940,764 Shares 3,657,287 Est. Cost $51.38 Unrealized +415.4%

AMGN AMGEN INC 0.7%

Value ($000) $888,861 Shares 2,715,656 Est. Cost $79.10 Unrealized +299.4%

ABT ABBOTT LABS 1.3%

Value ($000) $1,702,330 Shares 13,587,118 Est. Cost $29.11 Unrealized +337.4%

ADM ARCHER DANIELS MIDLAND CO 2.1%

Value ($000) $2,690,334 Shares 46,796,552 Est. Cost $23.37 Unrealized +154.6%

INTC INTEL CORP 0.8%

Value ($000) $986,570 Shares 26,736,304 Est. Cost $18.69 Unrealized +102.0%

ADT ADT INC DEL 0.8%

Value ($000) $1,076,000 Shares 133,333,333 Est. Cost $8.18 Unrealized +1.0%

ANET ARISTA NETWORKS INC 0.6%

Value ($000) $736,287 Shares 5,619,228 Est. Cost $102.84 Unrealized +33.9%

T AT&T INC 0.5%

Value ($000) $599,819 Shares 24,147,315 Est. Cost $11.40 Unrealized +121.8%

GLW CORNING INC 1.0%

Value ($000) $1,218,822 Shares 13,919,847 Est. Cost $10.49 Unrealized +720.0%

HGTY HAGERTY INC 0.5%

Value ($000) $696,192 Shares 51,800,000 Est. Cost $11.81 Unrealized +5.7%

KO COCA COLA CO 1.0%

Value ($000) $1,274,250 Shares 18,227,000 Est. Cost $27.85 Unrealized +149.1%

RNR RENAISSANCERE HLDGS LTD 0.5%

Value ($000) $674,588 Shares 2,399,303 Est. Cost $136.88 Unrealized +92.2%

INTU INTUIT 1.6%

Value ($000) $2,026,034 Shares 3,058,534 Est. Cost $54.39 Unrealized +1114.8%

DCI DONALDSON INC 0.6%

Value ($000) $810,584 Shares 9,142,617 Est. Cost $29.06 Unrealized +197.3%

ATR APTARGROUP INC 0.5%

Value ($000) $578,647 Shares 4,744,564 Est. Cost $46.93 Unrealized +162.0%

HP HELMERICH & PAYNE INC 0.2%

Value ($000) $224,892 Shares 7,841,430 Est. Cost $61.57 Unrealized -56.9%

TXN TEXAS INSTRS INC 0.6%

Value ($000) $763,839 Shares 4,402,785 Est. Cost $75.58 Unrealized +125.9%

MMM 3M CO 1.0%

Value ($000) $1,270,239 Shares 7,934,035 Est. Cost $61.26 Unrealized +166.3%

CVX CHEVRON CORP NEW 1.6%

Value ($000) $2,032,268 Shares 13,334,215 Est. Cost $71.30 Unrealized +112.3%

USB US BANCORP DEL 0.3%

Value ($000) $347,668 Shares 6,515,523 Est. Cost $26.47 Unrealized +84.1%

PFE PFIZER INC 1.1%

Value ($000) $1,357,263 Shares 54,508,560 Est. Cost $16.71 Unrealized +49.8%

VZ VERIZON COMMUNICATIONS INC 0.3%

Value ($000) $395,500 Shares 9,710,284 Est. Cost $26.88 Unrealized +50.6%

SYY SYSCO CORP 0.2%

Value ($000) $253,746 Shares 3,443,431 Est. Cost $24.40 Unrealized +209.4%

A AGILENT TECHNOLOGIES INC 0.4%

Value ($000) $520,506 Shares 3,825,278 Est. Cost $27.97 Unrealized +413.9%

NVO NOVO-NORDISK A S 0.2%

Value ($000) $312,545 Shares 6,142,778 Est. Cost $70.49 Unrealized —

GE GE AEROSPACE 0.9%

Value ($000) $1,206,130 Shares 3,915,626 Est. Cost $62.95 Unrealized +377.8%

GATX GATX CORP 0.7%

Value ($000) $920,477 Shares 5,427,338 Est. Cost $37.44 Unrealized +338.9%

CTRA COTERRA ENERGY INC 0.2%

Value ($000) $255,465 Shares 9,706,118 Est. Cost $16.87 Unrealized +48.8%

AMZN AMAZON COM INC 0.4%

Value ($000) $518,565 Shares 2,246,620 Est. Cost $102.12 Unrealized +124.0%

FAST FASTENAL CO 0.1%

Value ($000) $113,479 Shares 2,827,788 Est. Cost $30.48 Unrealized +37.9%

DE DEERE & CO 1.0%

Value ($000) $1,321,741 Shares 2,838,973 Est. Cost $68.51 Unrealized +582.7%

DUK DUKE ENERGY CORP NEW 0.3%

Value ($000) $418,359 Shares 3,569,308 Est. Cost $45.68 Unrealized +166.1%

BAX BAXTER INTL INC 0.1%

Value ($000) $118,961 Shares 6,225,060 Est. Cost $30.42 Unrealized -34.2%

IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%

Value ($000) $257,525 Shares 3,821,419 Est. Cost $78.79 Unrealized -18.3%

MKC MCCORMICK & CO INC 0.9%

Value ($000) $1,125,363 Shares 16,522,728 Est. Cost $56.50 Unrealized +16.7%

ABBV ABBVIE INC 1.1%

Value ($000) $1,346,448 Shares 5,892,808 Est. Cost $26.55 Unrealized +757.0%

LRCX LAM RESEARCH CORP 0.1%

Value ($000) $77,949 Shares 455,360 Est. Cost $74.98 Unrealized +107.2%

MTB M & T BK CORP 0.7%

Value ($000) $830,619 Shares 4,122,590 Est. Cost $73.53 Unrealized +158.5%

UNP UNION PAC CORP 0.5%

Value ($000) $698,127 Shares 3,018,016 Est. Cost $68.24 Unrealized +233.1%

HNI HNI CORP 0.1%

Value ($000) $122,964 Shares 2,924,923 Est. Cost $35.03 Unrealized +20.6%

SOLV SOLVENTUM CORP 0.1%

Value ($000) $163,970 Shares 2,069,279 Est. Cost $60.70 Unrealized +26.2%

PEP PEPSICO INC 0.5%

Value ($000) $597,106 Shares 4,160,441 Est. Cost $58.48 Unrealized +149.5%

V VISA INC 0.3%

Value ($000) $406,372 Shares 1,158,711 Est. Cost $211.86 Unrealized +60.7%

CTAS CINTAS CORP 0.1%

Value ($000) $115,484 Shares 614,048 Est. Cost $163.39 Unrealized +15.1%

ISRG INTUITIVE SURGICAL INC 0.0%

Value ($000) $48,490 Shares 85,617 Est. Cost $263.51 Unrealized +102.0%

WAT WATERS CORP 0.0%

Value ($000) $45,996 Shares 121,095 Est. Cost $277.10 Unrealized +32.8%

APH AMPHENOL CORP NEW 0.1%

Value ($000) $113,227 Shares 837,852 Est. Cost $45.05 Unrealized +196.4%

GWW WW GRAINGER INC 0.1%

Value ($000) $169,983 Shares 168,458 Est. Cost $358.81 Unrealized +170.0%

GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%

Value ($000) $109,017 Shares 1,329,153 Est. Cost $71.08 Unrealized +9.6%

EMR EMERSON ELEC CO 0.6%

Value ($000) $774,934 Shares 5,838,867 Est. Cost $43.62 Unrealized +203.4%

ECL ECOLAB INC 0.2%

Value ($000) $195,731 Shares 745,584 Est. Cost $192.38 Unrealized +38.1%

NTRS NORTHERN TR CORP 0.4%

Value ($000) $566,179 Shares 4,145,102 Est. Cost $40.75 Unrealized +220.8%

MTD METTLER TOLEDO INTERNATIONAL 0.0%

Value ($000) $57,834 Shares 41,482 Est. Cost $817.68 Unrealized +70.8%

BHP BHP GROUP LTD 0.1%

Value ($000) $81,435 Shares 1,348,932 Est. Cost $77.25 Unrealized —

CL COLGATE PALMOLIVE CO 0.4%

Value ($000) $531,850 Shares 6,730,570 Est. Cost $44.61 Unrealized +75.5%

IEX IDEX CORP 0.0%

Value ($000) $59,777 Shares 335,939 Est. Cost $193.17 Unrealized -11.6%

WST WEST PHARMACEUTICAL SVSC INC 0.1%

Value ($000) $106,820 Shares 388,239 Est. Cost $244.56 Unrealized +11.8%

CTVA CORTEVA INC 0.4%

Value ($000) $511,749 Shares 7,634,624 Est. Cost $28.51 Unrealized +126.4%

SHEL SHELL PLC 0.1%

Value ($000) $136,528 Shares 1,858,028 Est. Cost $54.93 Unrealized —

BDX BECTON DICKINSON & CO 0.1%

Value ($000) $98,636 Shares 508,249 Est. Cost $169.00 Unrealized +12.2%

AMD ADVANCED MICRO DEVICES INC 0.0%

Value ($000) $14,156 Shares 66,102 Est. Cost $119.38 Unrealized +88.1%

MDT MEDTRONIC PLC 0.3%

Value ($000) $347,943 Shares 3,622,141 Est. Cost $62.75 Unrealized +54.8%

ILMN ILLUMINA INC 0.0%

Value ($000) $10,202 Shares 77,782 Est. Cost $187.28 Unrealized -37.3%

NDSN NORDSON CORP 0.0%

Value ($000) $44,797 Shares 186,321 Est. Cost $178.53 Unrealized +31.2%

DOW DOW INC 0.1%

Value ($000) $112,606 Shares 4,816,352 Est. Cost $36.14 Unrealized -37.0%

GGG GRACO INC 0.0%

Value ($000) $43,861 Shares 535,086 Est. Cost $62.05 Unrealized +32.1%

GWRE GUIDEWIRE SOFTWARE INC 0.0%

Value ($000) $10,030 Shares 49,900 Est. Cost $39.96 Unrealized +453.5%

SSD SIMPSON MFG INC 0.0%

Value ($000) $29,367 Shares 181,873 Est. Cost $25.02 Unrealized +574.3%

ADBE ADOBE INC 0.1%

Value ($000) $132,192 Shares 377,702 Est. Cost $94.66 Unrealized +259.3%

TECH BIO-TECHNE CORP 0.0%

Value ($000) $18,901 Shares 321,384 Est. Cost $63.97 Unrealized -5.1%

VCIT VANGUARD SCOTTSDALE FDS 0.1%

Value ($000) $129,143 Shares 1,542,000 Est. Cost $81.42 Unrealized —

AMAT APPLIED MATLS INC 0.0%

Value ($000) $1,542 Shares 6,000 Est. Cost $12.22 Unrealized +1860.5%

WDS WOODSIDE ENERGY GROUP LTD 0.0%

Value ($000) $7,600 Shares 487,503 Est. Cost $21.56 Unrealized —

PPG PPG INDS INC 0.0%

Value ($000) $8,457 Shares 82,535 Est. Cost $131.34 Unrealized -23.8%

IGIB ISHARES TR 0.0%

Value ($000) $36,638 Shares 680,000 Est. Cost $52.00 Unrealized —

VETZ TIDAL TRUST I 0.0%

Value ($000) $15,412 Shares 771,000 Est. Cost $20.47 Unrealized —

PGX INVESCO EXCH TRADED FD TR II 0.0%

Value ($000) $350 Shares 31,111 Est. Cost $11.60 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	12,480,217	$13,412,240	10.5%	$42.21	+2163.6%	COM	532457108
CAT	CATERPILLAR INC	17,431,190	$9,985,806	7.8%	$61.10	+809.1%	COM	149123101
GOOGL	ALPHABET INC	10,777,820	$3,373,458	2.6%	$106.40	+168.4%	CAP STK CL A	02079K305
JNJ	JOHNSON & JOHNSON	31,590,952	$6,537,748	5.1%	$59.66	+230.2%	COM	478160104
NUE	NUCOR CORP	24,318,893	$3,966,655	3.1%	$32.41	+362.1%	COM	670346105
ZTS	ZOETIS INC	15,892,903	$1,999,645	1.6%	$29.32	+344.3%	CL A	98978V103
WMT	WALMART INC	38,994,947	$4,344,427	3.4%	$44.02	+143.5%	COM	931142103
APD	AIR PRODS & CHEMS INC	11,840,799	$2,924,914	2.3%	$61.55	+308.9%	COM	009158106
ITW	ILLINOIS TOOL WKS INC	21,029,900	$5,179,664	4.1%	$49.85	+396.6%	COM	452308109
MRK	MERCK & CO INC	13,794,969	$1,452,058	1.1%	$30.02	+210.6%	COM	58933Y105
ASML	ASML HOLDING N V	2,758,173	$2,950,859	2.3%	$93.01	—	N Y REGISTRY SHS	N07059210
XOM	EXXON MOBIL CORP	30,520,300	$3,672,813	2.9%	$53.69	+115.1%	COM	30231G102
VMC	VULCAN MATLS CO	9,554,660	$2,725,180	2.1%	$46.69	+527.8%	COM	929160109
KLAC	KLA CORP	1,420,145	$1,725,590	1.4%	$75.59	+1450.4%	COM NEW	482480100
PG	PROCTER AND GAMBLE CO	15,800,799	$2,264,413	1.8%	$55.00	+167.6%	COM	742718109
RIO	RIO TINTO PLC	10,931,820	$874,874	0.7%	$41.08	—	SPONSORED ADR	767204100
META	META PLATFORMS INC	1,909,500	$1,260,442	1.0%	$47.23	+1313.0%	CL A	30303M102
ADP	AUTOMATIC DATA PROCESSING IN	3,657,287	$940,764	0.7%	$51.38	+415.4%	COM	053015103
AMGN	AMGEN INC	2,715,656	$888,861	0.7%	$79.10	+299.4%	COM	031162100
ABT	ABBOTT LABS	13,587,118	$1,702,330	1.3%	$29.11	+337.4%	COM	002824100
ADM	ARCHER DANIELS MIDLAND CO	46,796,552	$2,690,334	2.1%	$23.37	+154.6%	COM	039483102
INTC	INTEL CORP	26,736,304	$986,570	0.8%	$18.69	+102.0%	COM	458140100
ADT	ADT INC DEL	133,333,333	$1,076,000	0.8%	$8.18	+1.0%	COM	00090Q103
ANET	ARISTA NETWORKS INC	5,619,228	$736,287	0.6%	$102.84	+33.9%	COM SHS	040413205
T	AT&T INC	24,147,315	$599,819	0.5%	$11.40	+121.8%	COM	00206R102
GLW	CORNING INC	13,919,847	$1,218,822	1.0%	$10.49	+720.0%	COM	219350105
HGTY	HAGERTY INC	51,800,000	$696,192	0.5%	$11.81	+5.7%	CL A COM	405166109
KO	COCA COLA CO	18,227,000	$1,274,250	1.0%	$27.85	+149.1%	COM	191216100
RNR	RENAISSANCERE HLDGS LTD	2,399,303	$674,588	0.5%	$136.88	+92.2%	COM	G7496G103
INTU	INTUIT	3,058,534	$2,026,034	1.6%	$54.39	+1114.8%	COM	461202103
DCI	DONALDSON INC	9,142,617	$810,584	0.6%	$29.06	+197.3%	COM	257651109
ATR	APTARGROUP INC	4,744,564	$578,647	0.5%	$46.93	+162.0%	COM	038336103
HP	HELMERICH & PAYNE INC	7,841,430	$224,892	0.2%	$61.57	-56.9%	COM	423452101
TXN	TEXAS INSTRS INC	4,402,785	$763,839	0.6%	$75.58	+125.9%	COM	882508104
MMM	3M CO	7,934,035	$1,270,239	1.0%	$61.26	+166.3%	COM	88579Y101
CVX	CHEVRON CORP NEW	13,334,215	$2,032,268	1.6%	$71.30	+112.3%	COM	166764100
USB	US BANCORP DEL	6,515,523	$347,668	0.3%	$26.47	+84.1%	COM NEW	902973304
PFE	PFIZER INC	54,508,560	$1,357,263	1.1%	$16.71	+49.8%	COM	717081103
VZ	VERIZON COMMUNICATIONS INC	9,710,284	$395,500	0.3%	$26.88	+50.6%	COM	92343V104
SYY	SYSCO CORP	3,443,431	$253,746	0.2%	$24.40	+209.4%	COM	871829107
A	AGILENT TECHNOLOGIES INC	3,825,278	$520,506	0.4%	$27.97	+413.9%	COM	00846U101
NVO	NOVO-NORDISK A S	6,142,778	$312,545	0.2%	$70.49	—	ADR	670100205
GE	GE AEROSPACE	3,915,626	$1,206,130	0.9%	$62.95	+377.8%	COM NEW	369604301
GATX	GATX CORP	5,427,338	$920,477	0.7%	$37.44	+338.9%	COM	361448103
CTRA	COTERRA ENERGY INC	9,706,118	$255,465	0.2%	$16.87	+48.8%	COM	127097103
AMZN	AMAZON COM INC	2,246,620	$518,565	0.4%	$102.12	+124.0%	COM	023135106
FAST	FASTENAL CO	2,827,788	$113,479	0.1%	$30.48	+37.9%	COM	311900104
DE	DEERE & CO	2,838,973	$1,321,741	1.0%	$68.51	+582.7%	COM	244199105
DUK	DUKE ENERGY CORP NEW	3,569,308	$418,359	0.3%	$45.68	+166.1%	COM NEW	26441C204
BAX	BAXTER INTL INC	6,225,060	$118,961	0.1%	$30.42	-34.2%	COM	071813109
IFF	INTERNATIONAL FLAVORS&FRAGRA	3,821,419	$257,525	0.2%	$78.79	-18.3%	COM	459506101
MKC	MCCORMICK & CO INC	16,522,728	$1,125,363	0.9%	$56.50	+16.7%	COM NON VTG	579780206
ABBV	ABBVIE INC	5,892,808	$1,346,448	1.1%	$26.55	+757.0%	COM	00287Y109
LRCX	LAM RESEARCH CORP	455,360	$77,949	0.1%	$74.98	+107.2%	COM NEW	512807306
MTB	M & T BK CORP	4,122,590	$830,619	0.7%	$73.53	+158.5%	COM	55261F104
UNP	UNION PAC CORP	3,018,016	$698,127	0.5%	$68.24	+233.1%	COM	907818108
HNI	HNI CORP	2,924,923	$122,964	0.1%	$35.03	+20.6%	COM	404251100
SOLV	SOLVENTUM CORP	2,069,279	$163,970	0.1%	$60.70	+26.2%	COM SHS	83444M101
PEP	PEPSICO INC	4,160,441	$597,106	0.5%	$58.48	+149.5%	COM	713448108
V	VISA INC	1,158,711	$406,372	0.3%	$211.86	+60.7%	COM CL A	92826C839
CTAS	CINTAS CORP	614,048	$115,484	0.1%	$163.39	+15.1%	COM	172908105
ISRG	INTUITIVE SURGICAL INC	85,617	$48,490	0.0%	$263.51	+102.0%	COM NEW	46120E602
WAT	WATERS CORP	121,095	$45,996	0.0%	$277.10	+32.8%	COM	941848103
APH	AMPHENOL CORP NEW	837,852	$113,227	0.1%	$45.05	+196.4%	CL A	032095101
GWW	WW GRAINGER INC	168,458	$169,983	0.1%	$358.81	+170.0%	COM	384802104
GEHC	GE HEALTHCARE TECHNOLOGIES I	1,329,153	$109,017	0.1%	$71.08	+9.6%	COMMON STOCK	36266G107
EMR	EMERSON ELEC CO	5,838,867	$774,934	0.6%	$43.62	+203.4%	COM	291011104
ECL	ECOLAB INC	745,584	$195,731	0.2%	$192.38	+38.1%	COM	278865100
NTRS	NORTHERN TR CORP	4,145,102	$566,179	0.4%	$40.75	+220.8%	COM	665859104
MTD	METTLER TOLEDO INTERNATIONAL	41,482	$57,834	0.0%	$817.68	+70.8%	COM	592688105
BHP	BHP GROUP LTD	1,348,932	$81,435	0.1%	$77.25	—	SPONSORED ADS	088606108
CL	COLGATE PALMOLIVE CO	6,730,570	$531,850	0.4%	$44.61	+75.5%	COM	194162103
IEX	IDEX CORP	335,939	$59,777	0.0%	$193.17	-11.6%	COM	45167R104
WST	WEST PHARMACEUTICAL SVSC INC	388,239	$106,820	0.1%	$244.56	+11.8%	COM	955306105
CTVA	CORTEVA INC	7,634,624	$511,749	0.4%	$28.51	+126.4%	COM	22052L104
SHEL	SHELL PLC	1,858,028	$136,528	0.1%	$54.93	—	SPON ADS	780259305
BDX	BECTON DICKINSON & CO	508,249	$98,636	0.1%	$169.00	+12.2%	COM	075887109
AMD	ADVANCED MICRO DEVICES INC	66,102	$14,156	0.0%	$119.38	+88.1%	COM	007903107
MDT	MEDTRONIC PLC	3,622,141	$347,943	0.3%	$62.75	+54.8%	SHS	G5960L103
ILMN	ILLUMINA INC	77,782	$10,202	0.0%	$187.28	-37.3%	COM	452327109
NDSN	NORDSON CORP	186,321	$44,797	0.0%	$178.53	+31.2%	COM	655663102
DOW	DOW INC	4,816,352	$112,606	0.1%	$36.14	-37.0%	COM	260557103
GGG	GRACO INC	535,086	$43,861	0.0%	$62.05	+32.1%	COM	384109104
GWRE	GUIDEWIRE SOFTWARE INC	49,900	$10,030	0.0%	$39.96	+453.5%	COM	40171V100
SSD	SIMPSON MFG INC	181,873	$29,367	0.0%	$25.02	+574.3%	COM	829073105
ADBE	ADOBE INC	377,702	$132,192	0.1%	$94.66	+259.3%	COM	00724F101
TECH	BIO-TECHNE CORP	321,384	$18,901	0.0%	$63.97	-5.1%	COM	09073M104
VCIT	VANGUARD SCOTTSDALE FDS	1,542,000	$129,143	0.1%	$81.42	—	INT-TERM CORP	92206C870
AMAT	APPLIED MATLS INC	6,000	$1,542	0.0%	$12.22	+1860.5%	COM	038222105
WDS	WOODSIDE ENERGY GROUP LTD	487,503	$7,600	0.0%	$21.56	—	SPONSORED ADR	980228308
PPG	PPG INDS INC	82,535	$8,457	0.0%	$131.34	-23.8%	COM	693506107
IGIB	ISHARES TR	680,000	$36,638	0.0%	$52.00	—	ISHS 5-10YR INVT	464288638
VETZ	TIDAL TRUST I	771,000	$15,412	0.0%	$20.47	—	ACADEMY VETERAN	886364389
PGX	INVESCO EXCH TRADED FD TR II	31,111	$350	0.0%	$11.60	—	PFD ETF	46138E511