STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	396,713 (+39.7%)	$237,056 (+33.1%)	0.2%	$601.94	—	S&P 500 ETF SHS	922908363
GOVT	ISHARES TR	3,370,370 (+42.4%)	$77,215 (+41.7%)	0.1%	$23.02	—	US TREAS BD ETF	46429B267
SCHA	SCHWAB STRATEGIC TR	985,135 (+64.8%)	$28,648 (+68.2%)	0.0%	$28.36	—	US SML CAP ETF	808524607
WAT	WATERS CORP	189,881 (+56.8%)	$56,547 (+22.9%)	0.0%	$309.70	+18.5%	COM	941848103
VTEB	VANGUARD MUN BD FDS	366,273 (+46.1%)	$18,273 (+44.9%)	0.0%	$50.01	—	TAX EXEMPT BD	922907746
USIG	ISHARES TR	369,902 (+41.0%)	$18,950 (+39.5%)	0.0%	$51.68	—	USD INV GRDE ETF	464288620
VYMI	VANGUARD WHITEHALL FDS	254,409 (+22.6%)	$23,976 (+28.4%)	0.0%	$86.86	—	INTL HIGH ETF	921946794
IEMG	ISHARES INC	256,586 (+31.1%)	$17,897 (+36.1%)	0.0%	$66.02	—	CORE MSCI EMKT	46434G103
SCHP	SCHWAB STRATEGIC TR	295,152 (+44.9%)	$7,854 (+45.5%)	0.0%	$26.70	—	US TIPS ETF	808524870
TLH	ISHARES TR	83,496 (+41.6%)	$8,410 (+40.3%)	0.0%	$102.00	—	10-20 YR TRS ETF	464288653
FLOT	ISHARES TR	150,678 (+42.7%)	$7,677 (+43.0%)	0.0%	$50.99	—	FLTG RATE NT ETF	46429B655
USHY	ISHARES TR	125,049 (+90.0%)	$4,607 (+87.2%)	0.0%	$37.25	—	BROAD USD HIGH	46435U853
EMB	ISHARES TR	28,711 (+44.6%)	$2,697 (+41.1%)	0.0%	$94.44	—	JPMORGAN USD EMG	464288281
PGX	INVESCO EXCH TRADED FD TR II	33,050 (+6.2%)	$360 (+2.8%)	0.0%	$11.56	—	PFD ETF	46138E511

Exited Positions (4)

IEFA ISHARES TR 0.1%

Value ($000) $79,341 Shares 886,889 Est. Cost $87.44 Unrealized —

VYM VANGUARD WHITEHALL FDS 0.0%

Value ($000) $31,373 Shares 218,597 Est. Cost $140.65 Unrealized —

ILMN ILLUMINA INC 0.0%

Value ($000) $10,202 Shares 77,782 Est. Cost $187.28 Unrealized -27.7%

PPG PPG INDS INC 0.0%

Value ($000) $8,457 Shares 82,535 Est. Cost $131.34 Unrealized -11.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IEFA	ISHARES TR	886,889	$79,341	0.1%	$87.44	—	—	46432F842
VYM	VANGUARD WHITEHALL FDS	218,597	$31,373	0.0%	$140.65	—	—	921946406
ILMN	ILLUMINA INC	77,782	$10,202	0.0%	$187.28	-27.7%	—	452327109
PPG	PPG INDS INC	82,535	$8,457	0.0%	$131.34	-11.0%	—	693506107

Decreased Positions (9)

LLY ELI LILLY & CO 7.8%

Value ($000) $9,895,978 (-26.2%) Shares 10,759,188 (-13.8%) Est. Cost $42.21 Unrealized +2380.5%

DIS DISNEY WALT CO 1.1%

Value ($000) $1,457,990 (-43.6%) Shares 15,127,518 (-33.4%) Est. Cost $56.11 Unrealized +95.1%

GLW CORNING INC 1.4%

Value ($000) $1,825,155 (+49.7%) Shares 13,423,216 (-3.6%) Est. Cost $10.49 Unrealized +965.1%

KLAC KLA CORP 1.6%

Value ($000) $2,066,681 (+19.8%) Shares 1,403,604 (-1.2%) Est. Cost $75.59 Unrealized +1834.2%

CAT CATERPILLAR INC 8.1%

Value ($000) $10,318,526 (+3.3%) Shares 14,564,726 (-16.4%) Est. Cost $61.10 Unrealized +1020.1%

DE DEERE & CO 1.2%

Value ($000) $1,579,158 (+19.5%) Shares 2,803,405 (-1.3%) Est. Cost $68.51 Unrealized +704.8%

GE GE AEROSPACE 0.9%

Value ($000) $1,099,845 (-8.8%) Shares 3,875,831 (-1.0%) Est. Cost $62.95 Unrealized +405.5%

MICC MAGNUM ICE CREAM CO NV 0.0%

Value ($000) $2,984 (-86.3%) Shares 199,618 (-85.5%) Est. Cost $15.68 Unrealized +7.2%

IEX IDEX CORP 0.0%

Value ($000) $61,856 (+3.5%) Shares 326,330 (-2.9%) Est. Cost $193.17 Unrealized +3.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	10,759,188 (-13.8%)	$9,895,978 (-26.2%)	7.8%	$42.21	+2380.5%	COM	532457108
DIS	DISNEY WALT CO	15,127,518 (-33.4%)	$1,457,990 (-43.6%)	1.1%	$56.11	+95.1%	COM	254687106
GLW	CORNING INC	13,423,216 (-3.6%)	$1,825,155 (+49.7%)	1.4%	$10.49	+965.1%	COM	219350105
KLAC	KLA CORP	1,403,604 (-1.2%)	$2,066,681 (+19.8%)	1.6%	$75.59	+1834.2%	COM NEW	482480100
CAT	CATERPILLAR INC	14,564,726 (-16.4%)	$10,318,526 (+3.3%)	8.1%	$61.10	+1020.1%	COM	149123101
DE	DEERE & CO	2,803,405 (-1.3%)	$1,579,158 (+19.5%)	1.2%	$68.51	+704.8%	COM	244199105
GE	GE AEROSPACE	3,875,831 (-1.0%)	$1,099,845 (-8.8%)	0.9%	$62.95	+405.5%	COM NEW	369604301
MICC	MAGNUM ICE CREAM CO NV	199,618 (-85.5%)	$2,984 (-86.3%)	0.0%	$15.68	+7.2%	ORD SHS	N5505D105
IEX	IDEX CORP	326,330 (-2.9%)	$61,856 (+3.5%)	0.0%	$193.17	+3.1%	COM	45167R104

Unchanged Positions (88)

XOM EXXON MOBIL CORP 4.1%

Value ($000) $5,178,074 Shares 30,520,300 Est. Cost $53.69 Unrealized +158.4%

JNJ JOHNSON & JOHNSON 6.1%

Value ($000) $7,722,092 Shares 31,590,952 Est. Cost $59.66 Unrealized +282.0%

MSFT MICROSOFT CORP 3.0%

Value ($000) $3,835,016 Shares 10,360,148 Est. Cost $88.23 Unrealized +392.6%

CVX CHEVRON CORPORATION 2.2%

Value ($000) $2,758,849 Shares 13,334,215 Est. Cost $71.30 Unrealized +141.1%

ADM ARCHER DANIELS MIDLAND CO 2.7%

Value ($000) $3,401,641 Shares 46,796,552 Est. Cost $23.37 Unrealized +180.9%

INTU INTUIT 1.0%

Value ($000) $1,322,449 Shares 3,058,534 Est. Cost $54.39 Unrealized +814.8%

ASML ASML HLDG NV 2.9%

Value ($000) $3,643,078 Shares 2,758,173 Est. Cost $93.01 Unrealized —

WFC WELLS FARGO & CO 2.5%

Value ($000) $3,165,161 Shares 39,758,338 Est. Cost $27.36 Unrealized +229.0%

APD AIR PRODUCTS AND CHEMICALS I 2.7%

Value ($000) $3,439,634 Shares 11,840,799 Est. Cost $61.55 Unrealized +341.1%

WMT WALMART INC 3.8%

Value ($000) $4,846,292 Shares 38,994,947 Est. Cost $44.02 Unrealized +177.2%

AAPL APPLE INC 4.7%

Value ($000) $5,963,261 Shares 23,496,832 Est. Cost $86.95 Unrealized +202.3%

ABT ABBOTT LABORATORIES 1.1%

Value ($000) $1,394,989 Shares 13,587,118 Est. Cost $29.11 Unrealized +296.5%

ITW ILLINOIS TOOL WKS INC 4.3%

Value ($000) $5,473,873 Shares 21,029,900 Est. Cost $49.85 Unrealized +448.1%

MKC MCCORMICK & CO INC 0.7%

Value ($000) $833,406 Shares 16,522,728 Est. Cost $56.50 Unrealized +18.0%

GOOGL ALPHABET INC 2.4%

Value ($000) $3,099,270 Shares 10,777,820 Est. Cost $106.40 Unrealized +203.9%

MRK MERCK & CO INC 1.3%

Value ($000) $1,659,397 Shares 13,794,969 Est. Cost $30.02 Unrealized +280.7%

ADT ADT INC DEL 0.7%

Value ($000) $876,000 Shares 133,333,333 Est. Cost $8.18 Unrealized -2.1%

ADP AUTOMATIC DATA PROCESSING IN 0.6%

Value ($000) $743,088 Shares 3,657,287 Est. Cost $51.38 Unrealized +368.7%

INTC INTEL CORP 0.9%

Value ($000) $1,173,732 Shares 26,597,146 Est. Cost $18.69 Unrealized +148.4%

PFE PFIZER INC 1.2%

Value ($000) $1,530,600 Shares 54,508,560 Est. Cost $16.71 Unrealized +56.6%

META META PLATFORMS INC 0.9%

Value ($000) $1,092,482 Shares 1,909,500 Est. Cost $47.23 Unrealized +1288.1%

HGTY HAGERTY INC 0.4%

Value ($000) $545,454 Shares 51,800,000 Est. Cost $11.81 Unrealized +5.1%

RIO RIO TINTO PLC 0.8%

Value ($000) $1,019,829 Shares 10,931,820 Est. Cost $41.08 Unrealized —

VMC VULCAN MATLS CO 2.0%

Value ($000) $2,592,767 Shares 9,521,730 Est. Cost $46.69 Unrealized +557.0%

CTVA CORTEVA INC 0.5%

Value ($000) $639,094 Shares 7,634,624 Est. Cost $28.51 Unrealized +155.2%

NUE NUCOR CORP 3.2%

Value ($000) $4,093,382 Shares 24,206,873 Est. Cost $32.41 Unrealized +450.6%

ZTS ZOETIS INC 1.5%

Value ($000) $1,878,700 Shares 15,892,903 Est. Cost $29.32 Unrealized +329.7%

MMM 3M CO 0.9%

Value ($000) $1,152,260 Shares 7,934,035 Est. Cost $61.26 Unrealized +167.6%

KO COCA COLA CO 1.1%

Value ($000) $1,386,163 Shares 18,227,000 Est. Cost $27.85 Unrealized +168.4%

T AT&T INC 0.6%

Value ($000) $700,031 Shares 24,147,315 Est. Cost $11.40 Unrealized +125.9%

VZ VERIZON COMMUNICATIONS INC 0.4%

Value ($000) $487,456 Shares 9,710,284 Est. Cost $26.88 Unrealized +63.0%

TXN TEXAS INSTRS INC 0.7%

Value ($000) $854,757 Shares 4,402,785 Est. Cost $75.58 Unrealized +172.9%

DOW DOW HLDGS INC 0.2%

Value ($000) $200,601 Shares 4,816,352 Est. Cost $36.14 Unrealized -19.6%

NVO NOVO-NORDISK A S 0.2%

Value ($000) $225,747 Shares 6,142,778 Est. Cost $70.49 Unrealized —

CTRA COTERRA ENERGY INC 0.3%

Value ($000) $341,073 Shares 9,706,118 Est. Cost $16.87 Unrealized +67.9%

A AGILENT TECHNOLOGIES INC 0.3%

Value ($000) $436,005 Shares 3,825,278 Est. Cost $27.97 Unrealized +381.9%

AMGN AMGEN INC 0.8%

Value ($000) $955,504 Shares 2,715,656 Est. Cost $79.10 Unrealized +342.0%

ABBV ABBVIE INC 1.0%

Value ($000) $1,281,627 Shares 5,892,808 Est. Cost $26.55 Unrealized +738.3%

HP HELMERICH & PAYNE INC 0.2%

Value ($000) $282,527 Shares 7,841,430 Est. Cost $61.57 Unrealized -46.0%

V VISA INC 0.3%

Value ($000) $350,209 Shares 1,158,711 Est. Cost $211.86 Unrealized +55.4%

UL UNILEVER PLC 0.3%

Value ($000) $348,796 Shares 6,122,449 Est. Cost $65.40 Unrealized —

AMZN AMAZON COM INC 0.4%

Value ($000) $467,904 Shares 2,246,620 Est. Cost $102.12 Unrealized +122.1%

DUK DUKE ENERGY CORP NEW 0.4%

Value ($000) $467,365 Shares 3,569,308 Est. Cost $45.68 Unrealized +164.6%

PEP PEPSICO INC 0.5%

Value ($000) $646,075 Shares 4,160,441 Est. Cost $58.48 Unrealized +164.6%

ANET ARISTA NETWORKS INC 0.5%

Value ($000) $689,929 Shares 5,619,228 Est. Cost $102.84 Unrealized +31.3%

GOOG ALPHABET INC 0.4%

Value ($000) $482,730 Shares 1,682,807 Est. Cost $107.07 Unrealized +202.3%

CL COLGATE PALMOLIVE CO 0.5%

Value ($000) $573,646 Shares 6,730,570 Est. Cost $44.61 Unrealized +98.9%

ADBE ADOBE INC 0.1%

Value ($000) $91,812 Shares 377,702 Est. Cost $94.66 Unrealized +206.2%

RNR RENAISSANCERE HLDGS LTD 0.6%

Value ($000) $713,145 Shares 2,399,303 Est. Cost $136.88 Unrealized +109.2%

SHEL SHELL PLC 0.1%

Value ($000) $172,797 Shares 1,858,028 Est. Cost $54.93 Unrealized —

DCI DONALDSON INC 0.6%

Value ($000) $775,934 Shares 9,142,617 Est. Cost $29.06 Unrealized +250.7%

UNP UNION PAC CORP 0.6%

Value ($000) $732,231 Shares 3,018,016 Est. Cost $68.24 Unrealized +256.6%

MDT MEDTRONIC PLC 0.2%

Value ($000) $313,859 Shares 3,622,141 Est. Cost $62.75 Unrealized +58.6%

SOLV SOLVENTUM CORP 0.1%

Value ($000) $135,124 Shares 2,069,279 Est. Cost $60.70 Unrealized +29.1%

HNI HNI CORP 0.1%

Value ($000) $97,663 Shares 2,924,923 Est. Cost $35.03 Unrealized +36.2%

MTB M & T BK CORP 0.7%

Value ($000) $852,222 Shares 4,122,590 Est. Cost $73.53 Unrealized +200.7%

IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%

Value ($000) $277,244 Shares 3,821,419 Est. Cost $78.79 Unrealized -5.9%

LRCX LAM RESEARCH CORP 0.1%

Value ($000) $97,292 Shares 455,360 Est. Cost $74.98 Unrealized +201.3%

ATR APTARGROUP INC 0.5%

Value ($000) $597,910 Shares 4,744,564 Est. Cost $46.93 Unrealized +177.2%

BDX BECTON DICKINSON & CO 0.1%

Value ($000) $79,912 Shares 508,249 Est. Cost $169.00 Unrealized -0.7%

PG PROCTER & GAMBLE CO 1.8%

Value ($000) $2,282,267 Shares 15,800,799 Est. Cost $55.00 Unrealized +175.9%

FAST FASTENAL CO 0.1%

Value ($000) $131,209 Shares 2,827,788 Est. Cost $30.48 Unrealized +45.2%

BHP BHP BILLITON LIMITED 0.1%

Value ($000) $98,121 Shares 1,348,932 Est. Cost $77.25 Unrealized —

GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%

Value ($000) $94,609 Shares 1,329,153 Est. Cost $71.08 Unrealized +15.7%

BAX BAXTER INTL INC 0.1%

Value ($000) $104,581 Shares 6,225,060 Est. Cost $30.42 Unrealized -32.7%

GWW WW GRAINGER INC 0.1%

Value ($000) $183,756 Shares 168,458 Est. Cost $358.81 Unrealized +205.1%

NTRS NORTHERN TR CORP 0.5%

Value ($000) $578,532 Shares 4,145,102 Est. Cost $40.75 Unrealized +260.5%

CTAS CINTAS CORP 0.1%

Value ($000) $103,860 Shares 614,048 Est. Cost $163.39 Unrealized +18.3%

EMR EMERSON ELEC CO 0.6%

Value ($000) $765,008 Shares 5,838,867 Est. Cost $43.62 Unrealized +240.3%

WST WEST PHARMACEUTICAL SVSC INC 0.1%

Value ($000) $97,308 Shares 388,239 Est. Cost $244.56 Unrealized +3.0%

ISRG INTUITIVE SURGICAL INC 0.0%

Value ($000) $39,469 Shares 85,617 Est. Cost $263.51 Unrealized +97.7%

USB US BANCORP 0.3%

Value ($000) $338,872 Shares 6,515,523 Est. Cost $26.47 Unrealized +114.0%

SYY SYSCO CORP 0.2%

Value ($000) $245,620 Shares 3,443,431 Est. Cost $24.40 Unrealized +237.0%

APH AMPHENOL CORP 0.1%

Value ($000) $105,863 Shares 837,852 Est. Cost $45.05 Unrealized +224.9%

GATX GATX CORP 0.7%

Value ($000) $926,664 Shares 5,427,338 Est. Cost $37.44 Unrealized +391.6%

MTD METTLER TOLEDO INTERNATIONAL 0.0%

Value ($000) $52,317 Shares 41,482 Est. Cost $817.68 Unrealized +72.8%

NDSN NORDSON CORP 0.0%

Value ($000) $49,573 Shares 186,321 Est. Cost $178.53 Unrealized +55.3%

WDS WOODSIDE ENERGY GROUP LTD 0.0%

Value ($000) $11,642 Shares 487,503 Est. Cost $21.56 Unrealized —

ECL ECOLAB INC 0.2%

Value ($000) $198,340 Shares 745,584 Est. Cost $192.38 Unrealized +48.8%

GWRE GUIDEWIRE SOFTWARE INC 0.0%

Value ($000) $7,463 Shares 49,900 Est. Cost $39.96 Unrealized +275.9%

TECH BIO-TECHNE CORP 0.0%

Value ($000) $16,796 Shares 321,384 Est. Cost $63.97 Unrealized +0.2%

SSD SIMPSON MFG INC 0.0%

Value ($000) $31,213 Shares 181,873 Est. Cost $25.02 Unrealized +650.1%

VCIT VANGUARD SCOTTSDALE FDS 0.1%

Value ($000) $127,601 Shares 1,542,000 Est. Cost $81.42 Unrealized —

GGG GRACO INC 0.0%

Value ($000) $45,295 Shares 535,086 Est. Cost $62.05 Unrealized +43.7%

AMD ADVANCED MICRO DEVICES INC 0.0%

Value ($000) $13,447 Shares 66,102 Est. Cost $119.38 Unrealized +85.7%

AMAT APPLIED MATLS INC 0.0%

Value ($000) $2,051 Shares 6,000 Est. Cost $12.22 Unrealized +2573.4%

IGIB ISHARES TR 0.0%

Value ($000) $36,190 Shares 680,000 Est. Cost $52.00 Unrealized —

VETZ TIDAL TRUST I 0.0%

Value ($000) $15,397 Shares 771,000 Est. Cost $20.47 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	30,520,300	$5,178,074	4.1%	$53.69	+158.4%	COM	30231G102
JNJ	JOHNSON & JOHNSON	31,590,952	$7,722,092	6.1%	$59.66	+282.0%	COM	478160104
MSFT	MICROSOFT CORP	10,360,148	$3,835,016	3.0%	$88.23	+392.6%	COM	594918104
CVX	CHEVRON CORPORATION	13,334,215	$2,758,849	2.2%	$71.30	+141.1%	COM	166764100
ADM	ARCHER DANIELS MIDLAND CO	46,796,552	$3,401,641	2.7%	$23.37	+180.9%	COM	039483102
INTU	INTUIT	3,058,534	$1,322,449	1.0%	$54.39	+814.8%	COM	461202103
ASML	ASML HLDG NV	2,758,173	$3,643,078	2.9%	$93.01	—	N Y REGISTRY SHS	N07059210
WFC	WELLS FARGO & CO	39,758,338	$3,165,161	2.5%	$27.36	+229.0%	COM	949746101
APD	AIR PRODUCTS AND CHEMICALS I	11,840,799	$3,439,634	2.7%	$61.55	+341.1%	COM	009158106
WMT	WALMART INC	38,994,947	$4,846,292	3.8%	$44.02	+177.2%	COM	931142103
AAPL	APPLE INC	23,496,832	$5,963,261	4.7%	$86.95	+202.3%	COM	037833100
ABT	ABBOTT LABORATORIES	13,587,118	$1,394,989	1.1%	$29.11	+296.5%	COM	002824100
ITW	ILLINOIS TOOL WKS INC	21,029,900	$5,473,873	4.3%	$49.85	+448.1%	COM	452308109
MKC	MCCORMICK & CO INC	16,522,728	$833,406	0.7%	$56.50	+18.0%	COM NON VTG	579780206
GOOGL	ALPHABET INC	10,777,820	$3,099,270	2.4%	$106.40	+203.9%	CAP STK CL A	02079K305
MRK	MERCK & CO INC	13,794,969	$1,659,397	1.3%	$30.02	+280.7%	COM	58933Y105
ADT	ADT INC DEL	133,333,333	$876,000	0.7%	$8.18	-2.1%	COM	00090Q103
ADP	AUTOMATIC DATA PROCESSING IN	3,657,287	$743,088	0.6%	$51.38	+368.7%	COM	053015103
INTC	INTEL CORP	26,597,146	$1,173,732	0.9%	$18.69	+148.4%	COM	458140100
PFE	PFIZER INC	54,508,560	$1,530,600	1.2%	$16.71	+56.6%	COM	717081103
META	META PLATFORMS INC	1,909,500	$1,092,482	0.9%	$47.23	+1288.1%	CL A	30303M102
HGTY	HAGERTY INC	51,800,000	$545,454	0.4%	$11.81	+5.1%	CL A COM	405166109
RIO	RIO TINTO PLC	10,931,820	$1,019,829	0.8%	$41.08	—	SPONSORED ADR	767204100
VMC	VULCAN MATLS CO	9,521,730	$2,592,767	2.0%	$46.69	+557.0%	COM	929160109
CTVA	CORTEVA INC	7,634,624	$639,094	0.5%	$28.51	+155.2%	COM	22052L104
NUE	NUCOR CORP	24,206,873	$4,093,382	3.2%	$32.41	+450.6%	COM	670346105
ZTS	ZOETIS INC	15,892,903	$1,878,700	1.5%	$29.32	+329.7%	CL A	98978V103
MMM	3M CO	7,934,035	$1,152,260	0.9%	$61.26	+167.6%	COM	88579Y101
KO	COCA COLA CO	18,227,000	$1,386,163	1.1%	$27.85	+168.4%	COM	191216100
T	AT&T INC	24,147,315	$700,031	0.6%	$11.40	+125.9%	COM	00206R102
VZ	VERIZON COMMUNICATIONS INC	9,710,284	$487,456	0.4%	$26.88	+63.0%	COM	92343V104
TXN	TEXAS INSTRS INC	4,402,785	$854,757	0.7%	$75.58	+172.9%	COM	882508104
DOW	DOW HLDGS INC	4,816,352	$200,601	0.2%	$36.14	-19.6%	COM	260557103
NVO	NOVO-NORDISK A S	6,142,778	$225,747	0.2%	$70.49	—	ADR	670100205
CTRA	COTERRA ENERGY INC	9,706,118	$341,073	0.3%	$16.87	+67.9%	COM	127097103
A	AGILENT TECHNOLOGIES INC	3,825,278	$436,005	0.3%	$27.97	+381.9%	COM	00846U101
AMGN	AMGEN INC	2,715,656	$955,504	0.8%	$79.10	+342.0%	COM	031162100
ABBV	ABBVIE INC	5,892,808	$1,281,627	1.0%	$26.55	+738.3%	COM	00287Y109
HP	HELMERICH & PAYNE INC	7,841,430	$282,527	0.2%	$61.57	-46.0%	COM	423452101
V	VISA INC	1,158,711	$350,209	0.3%	$211.86	+55.4%	COM CL A	92826C839
UL	UNILEVER PLC	6,122,449	$348,796	0.3%	$65.40	—	SPON ADR NEW	904767803
AMZN	AMAZON COM INC	2,246,620	$467,904	0.4%	$102.12	+122.1%	COM	023135106
DUK	DUKE ENERGY CORP NEW	3,569,308	$467,365	0.4%	$45.68	+164.6%	COM NEW	26441C204
PEP	PEPSICO INC	4,160,441	$646,075	0.5%	$58.48	+164.6%	COM	713448108
ANET	ARISTA NETWORKS INC	5,619,228	$689,929	0.5%	$102.84	+31.3%	COM SHS	040413205
GOOG	ALPHABET INC	1,682,807	$482,730	0.4%	$107.07	+202.3%	CAP STK CL C	02079K107
CL	COLGATE PALMOLIVE CO	6,730,570	$573,646	0.5%	$44.61	+98.9%	COM	194162103
ADBE	ADOBE INC	377,702	$91,812	0.1%	$94.66	+206.2%	COM	00724F101
RNR	RENAISSANCERE HLDGS LTD	2,399,303	$713,145	0.6%	$136.88	+109.2%	COM	G7496G103
SHEL	SHELL PLC	1,858,028	$172,797	0.1%	$54.93	—	SPON ADS	780259305
DCI	DONALDSON INC	9,142,617	$775,934	0.6%	$29.06	+250.7%	COM	257651109
UNP	UNION PAC CORP	3,018,016	$732,231	0.6%	$68.24	+256.6%	COM	907818108
MDT	MEDTRONIC PLC	3,622,141	$313,859	0.2%	$62.75	+58.6%	SHS	G5960L103
SOLV	SOLVENTUM CORP	2,069,279	$135,124	0.1%	$60.70	+29.1%	COM SHS	83444M101
HNI	HNI CORP	2,924,923	$97,663	0.1%	$35.03	+36.2%	COM	404251100
MTB	M & T BK CORP	4,122,590	$852,222	0.7%	$73.53	+200.7%	COM	55261F104
IFF	INTERNATIONAL FLAVORS&FRAGRA	3,821,419	$277,244	0.2%	$78.79	-5.9%	COM	459506101
LRCX	LAM RESEARCH CORP	455,360	$97,292	0.1%	$74.98	+201.3%	COM NEW	512807306
ATR	APTARGROUP INC	4,744,564	$597,910	0.5%	$46.93	+177.2%	COM	038336103
BDX	BECTON DICKINSON & CO	508,249	$79,912	0.1%	$169.00	-0.7%	COM	075887109
PG	PROCTER & GAMBLE CO	15,800,799	$2,282,267	1.8%	$55.00	+175.9%	COM	742718109
FAST	FASTENAL CO	2,827,788	$131,209	0.1%	$30.48	+45.2%	COM	311900104
BHP	BHP BILLITON LIMITED	1,348,932	$98,121	0.1%	$77.25	—	SPONSORED ADS	088606108
GEHC	GE HEALTHCARE TECHNOLOGIES I	1,329,153	$94,609	0.1%	$71.08	+15.7%	COMMON STOCK	36266G107
BAX	BAXTER INTL INC	6,225,060	$104,581	0.1%	$30.42	-32.7%	COM	071813109
GWW	WW GRAINGER INC	168,458	$183,756	0.1%	$358.81	+205.1%	COM	384802104
NTRS	NORTHERN TR CORP	4,145,102	$578,532	0.5%	$40.75	+260.5%	COM	665859104
CTAS	CINTAS CORP	614,048	$103,860	0.1%	$163.39	+18.3%	COM	172908105
EMR	EMERSON ELEC CO	5,838,867	$765,008	0.6%	$43.62	+240.3%	COM	291011104
WST	WEST PHARMACEUTICAL SVSC INC	388,239	$97,308	0.1%	$244.56	+3.0%	COM	955306105
ISRG	INTUITIVE SURGICAL INC	85,617	$39,469	0.0%	$263.51	+97.7%	COM NEW	46120E602
USB	US BANCORP	6,515,523	$338,872	0.3%	$26.47	+114.0%	COM NEW	902973304
SYY	SYSCO CORP	3,443,431	$245,620	0.2%	$24.40	+237.0%	COM	871829107
APH	AMPHENOL CORP	837,852	$105,863	0.1%	$45.05	+224.9%	CL A	032095101
GATX	GATX CORP	5,427,338	$926,664	0.7%	$37.44	+391.6%	COM	361448103
MTD	METTLER TOLEDO INTERNATIONAL	41,482	$52,317	0.0%	$817.68	+72.8%	COM	592688105
NDSN	NORDSON CORP	186,321	$49,573	0.0%	$178.53	+55.3%	COM	655663102
WDS	WOODSIDE ENERGY GROUP LTD	487,503	$11,642	0.0%	$21.56	—	SPONSORED ADR	980228308
ECL	ECOLAB INC	745,584	$198,340	0.2%	$192.38	+48.8%	COM	278865100
GWRE	GUIDEWIRE SOFTWARE INC	49,900	$7,463	0.0%	$39.96	+275.9%	COM	40171V100
TECH	BIO-TECHNE CORP	321,384	$16,796	0.0%	$63.97	+0.2%	COM	09073M104
SSD	SIMPSON MFG INC	181,873	$31,213	0.0%	$25.02	+650.1%	COM	829073105
VCIT	VANGUARD SCOTTSDALE FDS	1,542,000	$127,601	0.1%	$81.42	—	INT-TERM CORP	92206C870
GGG	GRACO INC	535,086	$45,295	0.0%	$62.05	+43.7%	COM	384109104
AMD	ADVANCED MICRO DEVICES INC	66,102	$13,447	0.0%	$119.38	+85.7%	COM	007903107
AMAT	APPLIED MATLS INC	6,000	$2,051	0.0%	$12.22	+2573.4%	COM	038222105
IGIB	ISHARES TR	680,000	$36,190	0.0%	$52.00	—	ISHS 5-10YR INVT	464288638
VETZ	TIDAL TRUST I	771,000	$15,397	0.0%	$20.47	—	ACADEMY VETERAN	886364389