Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	704,747	$116M	6.8%	$111.45	+30.5%	COM	037833100
KO	Coca-Cola Company	1,522,000	$94.41M	5.5%	$35.49	+56.1%	COM	191216100
MSFT	Microsoft Corp	250,936	$72.34M	4.2%	$95.14	+162.2%	COM	594918104
WMT	Wal-Mart Stores Inc	470,376	$69.36M	4.1%	$20.76	+120.6%	COM	931142103
AMGN	Amgen Inc	211,937	$51.24M	3.0%	$180.71	+24.0%	COM	031162100
PG	Procter & Gamble Co	315,413	$46.9M	2.7%	$89.62	+48.6%	COM	742718109
SPGI	S&P Global Inc.	130,200	$44.89M	2.6%	$167.40	+105.3%	COM	78409V104
SPY	SPDR S&P 500 Trust	91,606	$37.5M	2.2%	$368.21	—	COM	78462F103
CVX	Chevron Corp	229,178	$37.39M	2.2%	$104.61	+41.9%	COM	166764100
JNJ	Johnson & Johnson	200,451	$31.07M	1.8%	$94.75	+56.1%	COM	478160104
MCD	McDonalds Corp	95,894	$26.81M	1.6%	$174.69	+43.4%	COM	580135101
XOM	Exxon Mobil	242,114	$26.55M	1.6%	$60.80	+64.8%	COM	30231G102
TXN	Texas Instruments	135,130	$25.14M	1.5%	$101.50	+59.0%	COM	882508104
JPM	J P Morgan Chase & Co	179,876	$23.44M	1.4%	$90.57	+41.5%	COM	46625H100
LOW	Lowes Companies Inc	109,620	$21.92M	1.3%	$152.12	+26.3%	COM	548661107
ORCL	Oracle Corp	233,855	$21.73M	1.3%	$58.69	+44.5%	COM	68389X105
CSCO	Cisco Systems Inc	410,794	$21.47M	1.3%	$32.73	+37.0%	COM	17275R102
ABBV	AbbVie Inc	132,604	$21.13M	1.2%	$98.50	+40.2%	COM	00287Y109
COIN	Coinbase Global Inc.	302,400	$20.43M	1.2%	$79.06	-24.3%	COM	19260Q107
VRTX	Vertex Pharmaceutical	64,576	$20.35M	1.2%	$142.63	+110.3%	COM	92532F100
PAYX	Paychex Inc	175,665	$20.13M	1.2%	$73.40	+42.1%	COM	704326107
EA	Electronic Arts	163,763	$19.73M	1.2%	$124.21	-6.9%	COM	285512109
GOOGL	Alphabet Class A	184,112	$19.1M	1.1%	$107.54	-11.5%	COM	02079K305
AFL	AFLAC Inc	268,313	$17.31M	1.0%	$44.02	+46.0%	COM	001055102
AXP	American Express Co	99,344	$16.39M	1.0%	$108.32	+47.7%	COM	025816109
CMCSA	Comcast Corp	432,071	$16.38M	1.0%	$36.83	-6.0%	COM	20030N101
RTX	Raytheon Technologies Corp	164,936	$16.15M	0.9%	$62.75	+47.1%	COM	75513E101
ACN	Accenture PLC	52,762	$15.08M	0.9%	$241.53	+8.2%	COM	G1151C101
SBUX	Starbucks Corp	142,957	$14.89M	0.9%	$69.50	+39.7%	COM	855244109
ADBE	Adobe	37,960	$14.63M	0.9%	$289.47	+22.8%	COM	00724F101
CVS	CVS Health Corp	195,543	$14.53M	0.8%	$64.52	+16.5%	COM	126650100
AMZN	Amazon	138,200	$14.27M	0.8%	$121.72	-20.6%	COM	023135106
TJX	TJX Companies	178,031	$13.95M	0.8%	$51.07	+48.1%	COM	872540109
NEE	NextEra Energy	177,216	$13.66M	0.8%	$67.17	+5.2%	COM	65339F101
CTVA	Corteva Inc	220,528	$13.3M	0.8%	$34.33	+72.2%	COM	22052L104
PFE	Pfizer Inc	325,624	$13.29M	0.8%	$34.99	+4.5%	COM	717081103
UNH	UnitedHealth	26,685	$12.61M	0.7%	$206.14	+121.8%	COM	91324P102
MS	Morgan Stanley	140,568	$12.34M	0.7%	$78.31	+8.3%	COM	617446448
VZ	Verizon Communications Inc	316,177	$12.3M	0.7%	$35.30	-7.4%	COM	92343V104
WST	West Pharmaceutical Services	34,000	$11.78M	0.7%	$296.32	-2.1%	COM	955306105
MDT	Medtronic Plc	144,400	$11.64M	0.7%	$73.82	+0.9%	COM	G5960L103
MET	Metlife Inc	197,723	$11.46M	0.7%	$54.81	+12.7%	COM	59156R108
BMY	Bristol Myers Squibb Company	163,822	$11.35M	0.7%	$48.24	+27.5%	COM	110122108
UPS	United Parcel Service Inc Cl B	56,448	$10.95M	0.6%	$112.04	+41.2%	COM	911312106
LMT	Lockheed Martin	22,992	$10.87M	0.6%	$376.01	+15.2%	COM	539830109
AMAT	Applied Materials	87,423	$10.74M	0.6%	$94.47	+18.5%	COM	038222105
GILD	Gilead Sciences	128,640	$10.67M	0.6%	$57.27	+30.4%	COM	375558103
COST	Costco Wholesale Corp	21,210	$10.54M	0.6%	$369.91	+27.4%	COM	22160K105
YUM	YUM Brands	78,773	$10.4M	0.6%	$91.42	+33.2%	COM	988498101
PLD	ProLogis Inc	82,072	$10.24M	0.6%	$105.12	+6.5%	COM	74340W103
ABT	Abbott Laboratories	101,110	$10.24M	0.6%	$81.16	+23.2%	COM	002824100
—	Crown Castle	76,494	$10.24M	0.6%	$162.96	—	COM	228227104
DE	Deere & Company	24,405	$10.08M	0.6%	$126.49	+213.9%	COM	244199105
TFC	Truist Financial Corporation	293,548	$10.01M	0.6%	$41.02	-9.1%	COM	89832Q109
FAST	Fastenal Company	169,419	$9.138M	0.5%	$23.25	+2.8%	COM	311900104
CRM	Salesforce.com Inc	45,626	$9.115M	0.5%	$121.21	+37.7%	COM	79466L302
HPQ	HP Inc	284,053	$8.337M	0.5%	$27.70	-7.2%	COM	40434L105
MRK	Merck & Company Inc	76,846	$8.176M	0.5%	$67.64	+45.9%	COM	58933Y105
KLAC	KLA Tencor	20,408	$8.146M	0.5%	$319.15	+20.1%	COM	482480100
TSLA	Tesla Motors Inc	39,000	$8.091M	0.5%	$211.34	-17.5%	COM	88160R101
INTU	Intuit	16,936	$7.551M	0.4%	$160.41	+151.4%	COM	461202103
GOOG	Alphabet Class C	72,280	$7.517M	0.4%	$110.44	-13.2%	COM	02079K107
QCOM	Qualcomm Inc	58,136	$7.417M	0.4%	$121.50	-4.2%	COM	747525103
CMI	Cummins	30,976	$7.4M	0.4%	$190.98	+19.4%	COM	231021106
UNP	Union Pacific Corp	36,397	$7.325M	0.4%	$131.33	+44.2%	COM	907818108
CAT	Caterpillar	31,102	$7.117M	0.4%	$189.05	+22.0%	COM	149123101
PD	PagerDuty, Inc.	200,000	$6.996M	0.4%	$25.81	+13.7%	COM	69553P100
AMT	American Tower REIT	33,214	$6.787M	0.4%	$182.58	+3.8%	COM	03027X100
EMR	Emerson Electric Company	77,466	$6.75M	0.4%	$79.84	+3.5%	COM	291011104
DIS	Walt Disney Company	66,651	$6.674M	0.4%	$118.04	-16.6%	COM	254687106
ADP	Automatic Data	29,672	$6.606M	0.4%	$153.47	+37.8%	COM	053015103
V	Visa Inc Cl A	29,291	$6.604M	0.4%	$212.36	+2.6%	COM	92826C839
HD	Home Depot	22,174	$6.544M	0.4%	$243.49	+16.9%	COM	437076102
ITW	Illinois Tool Works	26,785	$6.521M	0.4%	$141.70	+53.6%	COM	452308109
EXC	Exelon Corp	154,663	$6.479M	0.4%	$38.34	-2.4%	COM	30161N101
NKE	Nike Inc Cl B	51,484	$6.314M	0.4%	$76.17	+53.2%	COM	654106103
GIS	General Mills	72,409	$6.188M	0.4%	$45.78	+57.1%	COM	370334104
CL	Colgate-Palmolive Company	81,309	$6.11M	0.4%	$54.10	+28.6%	COM	194162103
SYK	Stryker	21,094	$6.022M	0.4%	$167.56	+53.8%	COM	863667101
COF	Capital One Financial	61,684	$5.932M	0.3%	$64.53	+54.5%	COM	14040H105
ADI	Analog Devices	29,081	$5.735M	0.3%	$156.23	+9.2%	COM	032654105
MNST	Monster Beverage Corp.	105,500	$5.698M	0.3%	$47.65	+7.6%	COM	61174X109
USB	U S Bancorp	157,375	$5.673M	0.3%	$33.68	+14.7%	COM	902973304
FE	FirstEnergy	131,284	$5.259M	0.3%	$36.27	-1.1%	COM	337932107
MA	Mastercard	14,300	$5.197M	0.3%	$299.75	+19.2%	COM	57636Q104
—	Lam Research Corp	9,700	$5.142M	0.3%	$292.40	—	COM	512807108
FISV	Fiserv	44,317	$5.009M	0.3%	$75.65	+45.4%	COM	337738108
NYT	New York Times Company	128,294	$4.988M	0.3%	$41.47	-14.1%	COM	650111107
ABNB	Airbnb Inc	40,000	$4.976M	0.3%	$103.46	+10.4%	COM	009066101
TGT	Target Corp	29,847	$4.944M	0.3%	$194.58	-23.6%	COM	87612E106
PM	Philip Morris	50,554	$4.916M	0.3%	$70.47	+23.4%	COM	718172109
IBM	Intl Business Machines Corp	37,299	$4.89M	0.3%	$109.75	+10.0%	COM	459200101
STZ	Constellation Brands	21,642	$4.889M	0.3%	$180.86	+16.6%	COM	21036P108
PEP	PepsiCo	25,446	$4.639M	0.3%	$109.79	+44.5%	COM	713448108
SCHW	Charles Schwab Corp	83,400	$4.368M	0.3%	$44.36	+58.3%	COM	808513105
—	Berkshire Hathaway Cl B	13,687	$4.226M	0.2%	$288.73	—	COM	113809107
VOO	Vanguard S&P 500 ETF	11,200	$4.212M	0.2%	$351.34	—	COM	922908363
NVDA	Nvidia Corp	13,400	$3.722M	0.2%	$19.90	+8.6%	COM	67066G104
META	Meta Platforms Inc	17,320	$3.671M	0.2%	$207.19	-18.4%	COM	30303M102
—	Linde PLC	10,210	$3.629M	0.2%	$185.42	—	COM	G5494J103
GLW	Corning	102,570	$3.619M	0.2%	$30.30	+6.0%	COM	219350105
PYPL	PayPal Hldg Inc	46,530	$3.533M	0.2%	$113.20	-32.1%	COM	70450Y103
CHRW	C H Robinsin Worldwide	34,841	$3.462M	0.2%	$87.58	+4.5%	COM	12541W209
TRV	The Travelers Companies	20,050	$3.437M	0.2%	$109.91	+56.5%	COM	89417E109
NSC	Norfolk Southern	16,063	$3.405M	0.2%	$183.84	+17.9%	COM	655844108
ETN	Eaton Corp	18,641	$3.194M	0.2%	$76.81	+108.5%	COM	G29183103
MDLZ	Mondelez Intl	44,904	$3.131M	0.2%	$45.81	+33.4%	COM	609207105
UBER	Uber Technologies Inc	97,670	$3.096M	0.2%	$33.13	-4.3%	COM	90353T100
INTC	Intel Corp	87,189	$2.848M	0.2%	$33.86	-18.7%	COM	458140100
DOW	Dow Inc	49,435	$2.71M	0.2%	$46.52	+1.7%	COM	260557103
IP	Intl Paper	73,245	$2.641M	0.2%	$37.76	-13.9%	COM	460146103
LULU	Lululemon	6,526	$2.377M	0.1%	$186.28	+68.3%	COM	550021109
VMC	Vulcan Materials	13,800	$2.368M	0.1%	$165.34	+5.0%	COM	929160109
MCHP	Microchip	28,000	$2.346M	0.1%	$63.30	+17.3%	COM	595017104
BAC	Bank Of America	78,308	$2.24M	0.1%	$30.07	+1.7%	COM	060505104
ROP	Roper Technologies	5,000	$2.203M	0.1%	$422.55	+0.4%	COM	776696106
NOC	Northrop Grumman Corp	4,716	$2.177M	0.1%	$275.78	+60.3%	COM	666807102
SEE	Sealed Air	47,150	$2.165M	0.1%	$49.53	-6.1%	COM	81211K100
LLY	Eli Lilly & Company	6,138	$2.108M	0.1%	$278.89	+18.3%	COM	532457108
SWK	Stanley Black & Decker	25,832	$2.082M	0.1%	$75.29	-0.4%	COM	854502101
ULTA	Ulta Beauty Inc	3,800	$2.074M	0.1%	$425.24	+20.7%	COM	90384S303
SKIN	Beauty Health Company	159,253	$2.011M	0.1%	$10.80	+7.1%	COM	88331L108
SPG	Simon Property Group	17,430	$1.952M	0.1%	$85.02	+19.9%	COM	828806109
WSM	Williams-Sonoma	16,000	$1.947M	0.1%	$66.48	-10.9%	COM	969904101
COP	ConocoPhillips	19,279	$1.913M	0.1%	$79.45	+25.2%	COM	20825C104
STLD	Steel Dynamics, Inc	16,900	$1.911M	0.1%	$91.75	+21.2%	COM	858119100
HON	Honeywell	9,750	$1.863M	0.1%	$148.19	+19.2%	COM	438516106
MO	Altria Group	40,011	$1.785M	0.1%	$30.56	+18.7%	COM	02209S103
FMC	FMC Corporation	14,448	$1.765M	0.1%	$94.90	+17.7%	COM	302491303
FSLR	First Solar Inc	8,000	$1.74M	0.1%	$49.82	+266.5%	COM	336433107
DUK	Duke Energy Hldg	17,818	$1.719M	0.1%	$74.93	+17.7%	COM	26441C204
FTV	Fortive Corp	24,700	$1.684M	0.1%	$39.94	+24.4%	COM	34959J108
VLO	Valero Energy	11,800	$1.647M	0.1%	$92.50	+33.0%	COM	91913Y100
TMO	Thermo Fisher Scientific	2,700	$1.556M	0.1%	$539.73	+3.5%	COM	883556102
WFC	Wells Fargo & Co	40,015	$1.496M	0.1%	$41.65	-2.8%	COM	949746101
EOG	EOG Resources	12,800	$1.467M	0.1%	$98.59	+10.9%	COM	26875P101
CARR	Carrier Global	31,661	$1.448M	0.1%	$25.01	+72.3%	COM	14448C104
CNH	CNH Industrial NV	93,500	$1.428M	0.1%	$13.36	+11.1%	COM	N20944109
IWF	iShares Russell 1000 Growth ET	5,600	$1.368M	0.1%	$210.36	—	COM	464287614
ROST	Ross Stores	12,643	$1.342M	0.1%	$84.23	+29.2%	COM	778296103
MOS	Mosaic Co	28,900	$1.326M	0.1%	$45.78	-2.7%	COM	61945C103
RF	Regions Financial Corp	70,200	$1.303M	0.1%	$18.80	+1.3%	COM	7591EP100
ASML	ASML Holding NV	1,900	$1.293M	0.1%	$475.79	—	COM	N07059210
SO	Southern Co	17,725	$1.233M	0.1%	$46.96	+29.2%	COM	842587107
OKTA	Okta Inc	14,000	$1.207M	0.1%	$166.14	-54.2%	COM	679295105
SLB	Schlumberger Ltd	23,800	$1.169M	0.1%	$34.05	+45.1%	COM	806857108
AVGO	Broadcom Ltd	1,800	$1.155M	0.1%	$46.04	+25.1%	COM	11135F101
—	General Electric Company	11,815	$1.13M	0.1%	$24.43	—	COM	369604103
HIMS	Hims and Hers Health	113,000	$1.121M	0.1%	$8.47	+3.5%	COM	433000106
CBOE	CBOE Holdings Inc	8,300	$1.114M	0.1%	$105.93	+14.9%	COM	12503M108
DLTR	Dollar Tree Inc	7,600	$1.091M	0.1%	$110.36	+31.5%	COM	256746108
DD	DuPont De Nemours & Co	14,921	$1.071M	0.1%	$28.73	-0.2%	COM	26614N102
NVO	Novo Nordisk ADR	6,700	$1.066M	0.1%	$67.07	—	COM	670100205
CME	CME Group	5,540	$1.061M	0.1%	$98.01	+65.3%	COM	12572Q105
EW	Edwards Lifesciences	12,811	$1.06M	0.1%	$94.22	-16.6%	COM	28176E108
PSX	Phillips 66	10,439	$1.058M	0.1%	$75.93	+20.7%	COM	718546104
TEAM	Atlassian Corp CL A	6,172	$1.056M	0.1%	$232.35	-31.3%	COM	049468101
NUE	Nucor Corp	6,424	$992K	0.1%	$129.61	+17.5%	COM	670346105
MMM	3M Company	9,280	$975K	0.1%	$107.45	-21.0%	COM	88579Y101
BSX	Boston Scientific	19,000	$951K	0.1%	$40.92	+15.2%	COM	101137107
ZTS	Zoetis Inc	5,400	$899K	0.1%	$175.57	-9.4%	COM	98978V103
BP	BP PLC ADS	23,600	$895K	0.1%	$32.90	—	COM	055622104
GS	Goldman Sachs	2,700	$883K	0.1%	$305.31	+6.0%	COM	38141G104
BX	Blackstone Group	9,950	$874K	0.1%	$101.89	-20.3%	COM	09260D107
PNC	PNC Finl	6,775	$861K	0.1%	$148.61	-9.4%	COM	693475105
SYY	Sysco Corp	11,000	$850K	0.0%	$71.10	-0.6%	COM	871829107
BAX	Baxter Intl	20,400	$827K	0.0%	$68.78	-42.7%	COM	071813109
—	Quantum Scape Corp	101,000	$826K	0.0%	$44.55	—	COM	71467V109
CSX	CSX Corp	26,420	$791K	0.0%	$27.19	+8.4%	COM	126408103
AZN	AstraZeneca PLC	11,172	$775K	0.0%	$64.30	—	COM	046353108
BA	Boeing	3,625	$770K	0.0%	$180.04	+15.4%	COM	097023105
HUM	Humana	1,525	$740K	0.0%	$319.98	+49.5%	COM	444859102
ADM	Archer Daniels	8,417	$670K	0.0%	$83.53	-10.9%	COM	039483102
KMB	Kimberly-Clark	4,850	$651K	0.0%	$105.09	+10.6%	COM	494368103
TROW	T Rowe Price Grp Inc	5,695	$643K	0.0%	$95.20	+4.5%	COM	74144T108
DEO	Diageo PLC ADR	3,500	$634K	0.0%	$162.90	—	COM	25243Q205
PRU	Prudential Financial	7,175	$594K	0.0%	$81.85	+1.0%	COM	744320102
GPC	Genuine Parts Company	3,540	$592K	0.0%	$159.11	-2.6%	COM	372460105
TT	Trane Tech PLC	3,200	$589K	0.0%	$93.73	+87.6%	COM	G8994E103
AOS	A. O. Smith Corp	8,434	$583K	0.0%	$52.85	+16.9%	COM	831865209
PGR	Progressive Corp	4,000	$572K	0.0%	$94.56	+33.2%	COM	743315103
GD	General Dynamics	2,500	$571K	0.0%	$228.84	-4.8%	COM	369550108
CAH	Cardinal Health	7,348	$555K	0.0%	$71.55	-0.1%	COM	14149Y108
AMD	Advanced Micro	5,534	$542K	0.0%	$81.38	0.0%	COM	007903107
DASH	Doordash Inc	8,400	$534K	0.0%	$169.91	-66.2%	COM	25809K105
FITB	Fifth Third Bancorp	19,364	$516K	0.0%	$12.69	+131.8%	COM	316773100
IFF	Intl Flavors & Frag	5,600	$515K	0.0%	$112.07	-18.2%	COM	459506101
F	Ford Motor	40,500	$510K	0.0%	$8.71	+17.2%	COM	345370860
MKC	McCormick and Co	6,000	$499K	0.0%	$81.37	-12.6%	COM	579780206
KHC	Kraft Heinz Co	12,525	$484K	0.0%	$28.58	+19.6%	COM	500754106
—	Blackrock Inc	700	$468K	0.0%	$745.26	—	COM	09247X101
MPC	Marathon Petroleum Corp	3,440	$464K	0.0%	$45.38	+159.1%	COM	56585A102
CTAS	Cintas Corporation	998	$462K	0.0%	$105.21	+2.2%	COM	172908105
MU	Micron Technology	7,600	$459K	0.0%	$68.30	-15.4%	COM	595112103
T	AT&T Inc	23,601	$454K	0.0%	$14.43	+13.4%	COM	00206R102
DHR	Danaher Corp	1,800	$454K	0.0%	$226.73	-1.2%	COM	235851102
BABA	Alibaba Group Holding	4,400	$450K	0.0%	$151.83	—	COM	01609W102
AEP	American Electric Power	4,930	$449K	0.0%	$71.88	+14.1%	COM	025537101
D	Dominion Energy	7,800	$436K	0.0%	$47.68	+6.1%	COM	25746U109
ED	Consolidated Edison Inc	4,453	$426K	0.0%	$81.67	+3.8%	COM	209115104
NVS	Novartis AG	4,600	$423K	0.0%	$89.98	—	COM	66987V109
MAR	Marriott Intl New Class A	2,534	$421K	0.0%	$151.70	+6.6%	COM	571903202
ISRG	Intuitive Surgical Inc	1,500	$383K	0.0%	$313.23	-21.4%	COM	46120E602
RY	Royal Bank of Canada	4,000	$382K	0.0%	$95.90	+3.3%	COM	780087102
SAIC	Science Applications Intl Corp	3,500	$376K	0.0%	$75.45	+39.7%	COM	808625107
ARVN	Arvinas Inc	13,700	$374K	0.0%	$34.48	-8.4%	COM	04335A105
CTSH	Cognizant Technologies Sol A	6,050	$369K	0.0%	$75.53	-20.9%	COM	192446102
LDOS	Leidos Holdings Inc.	4,000	$368K	0.0%	$58.80	+58.8%	COM	525327102
APD	Air Products & Chemicals	1,268	$364K	0.0%	$259.49	+4.1%	COM	009158106
BK	Bank of N.Y.	7,805	$355K	0.0%	$42.97	+4.1%	COM	064058100
PBR	Petroleo Brasileiro	33,200	$346K	0.0%	$8.49	—	COM	71654V408
ES	Eversource Energy	4,357	$341K	0.0%	$68.99	+0.5%	COM	30040W108
ATO	Atmos Energy Corp	3,020	$339K	0.0%	$101.69	+4.1%	COM	049560105
—	Cigna	1,300	$332K	0.0%	$331.11	—	COM	125509109
CNI	Canadian National Railway	2,800	$330K	0.0%	$101.06	+10.3%	COM	136375102
OXY	Occidental Petr Corp	5,172	$323K	0.0%	$46.31	+27.8%	COM	674599105
GEHC	GE HealthCare Technologies Inc	3,897	$320K	0.0%	$71.08	0.0%	COM	36266G107
TREX	Trex Company Inc	6,400	$311K	0.0%	$51.54	-1.9%	COM	89531P105
BIIB	Biogen Idec	1,100	$306K	0.0%	$285.69	-3.1%	COM	09062X103
DOV	Dover Corporation	2,000	$304K	0.0%	$127.77	+10.9%	COM	260003108
KMI	Kinder Morgan	16,537	$290K	0.0%	$11.51	+32.4%	COM	49456B101
ZBRA	Zebra Technologies Corp	900	$286K	0.0%	$567.76	-46.8%	COM	989207105
NOW	ServiceNow	600	$279K	0.0%	$103.61	-15.9%	COM	81762P102
ALL	Allstate Corp	2,500	$277K	0.0%	$121.42	-2.7%	COM	020002101
BDX	Becton Dickenson & Co	1,100	$272K	0.0%	$219.34	+5.9%	COM	075887109
LNC	Lincoln National Corporation	12,100	$272K	0.0%	$46.00	-46.1%	COM	534187109
FTNT	Fortinet Inc	4,000	$266K	0.0%	$52.11	+9.1%	COM	34959E109
PAGP	Plains GP Holdings	20,000	$262K	0.0%	$10.30	—	COM	72651A207
IR	Ingersoll-Rand PLC	4,401	$256K	0.0%	$50.89	+10.5%	COM	45687V106
DLR	Digital Realty Trust	2,519	$248K	0.0%	$91.24	+4.5%	COM	253868103
ZS	Zscaler Inc	2,000	$234K	0.0%	$249.49	-51.9%	COM	98980G102
DIA	SPDR DJIA ETF Trust	700	$233K	0.0%	$331.33	—	COM	78467X109
MTN	Vail Resorts Inc	972	$227K	0.0%	$291.14	-17.2%	COM	91879Q109
KNX	Knight-Swift Trans	3,900	$221K	0.0%	$49.73	+10.9%	COM	499049104
CGNX	Cognex	4,300	$213K	0.0%	$45.77	+8.1%	COM	192422103
SHEL	Shell PLC	3,700	$213K	0.0%	$57.03	—	COM	780259305
EMN	Eastman Chemical	2,500	$211K	0.0%	$71.13	+7.6%	COM	277432100
OTIS	Otis Worldwide	2,451	$207K	0.0%	$70.16	+12.5%	COM	68902V107
LEVI	Levi Strauss & Co	10,000	$182K	0.0%	$16.15	-2.9%	COM	52736R102
FULT	Fulton Financial	11,700	$162K	0.0%	$14.26	0.0%	COM	360271100
ET	Energy Transfer LP	12,520	$156K	0.0%	$6.78	—	COM	29273V100
SNAP	Snap Inc	11,500	$129K	0.0%	$22.80	-53.9%	COM	83304A106
SHMP	NaturalShrimp Inc	95,000	$4,750	0.0%	$0.06	+17.9%	COM	63902N106