Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	738,304	$143M	7.9%	$114.21	+50.7%	COM	037833100
WMT	Wal-Mart Stores Inc	888,754	$140M	7.7%	$34.03	+43.8%	COM	931142103
KO	Coca-Cola Company	1,436,850	$86.53M	4.8%	$35.49	+61.6%	COM	191216100
MSFT	Microsoft Corp	249,412	$84.93M	4.7%	$95.14	+222.9%	COM	594918104
SPGI	S&P Global Inc.	130,000	$52.12M	2.9%	$167.40	+113.7%	COM	78409V104
PG	Procter & Gamble Co	316,643	$48.05M	2.6%	$89.62	+57.7%	COM	742718109
AMGN	Amgen Inc	210,422	$46.72M	2.6%	$180.71	+18.2%	COM	031162100
SPY	SPDR S&P 500 Trust	94,976	$42.1M	2.3%	$370.88	—	COM	78462F103
JNJ	Johnson & Johnson	207,452	$34.34M	1.9%	$96.57	+54.2%	COM	478160104
CVX	Chevron Corp	217,168	$34.17M	1.9%	$104.61	+36.9%	COM	166764100
MCD	McDonalds Corp	98,833	$29.49M	1.6%	$177.62	+53.8%	COM	580135101
JPM	J P Morgan Chase & Co	178,411	$25.95M	1.4%	$90.57	+43.2%	COM	46625H100
XOM	Exxon Mobil	234,062	$25.1M	1.4%	$60.80	+63.8%	COM	30231G102
LOW	Lowes Companies Inc	111,026	$25.06M	1.4%	$152.70	+29.5%	COM	548661107
EA	Electronic Arts	188,764	$24.48M	1.3%	$124.31	+0.5%	COM	285512109
VRTX	Vertex Pharmaceutical	61,976	$21.81M	1.2%	$142.63	+136.2%	COM	92532F100
COIN	Coinbase Global Inc.	302,600	$21.65M	1.2%	$79.06	-24.6%	COM	19260Q107
TXN	Texas Instruments	119,859	$21.58M	1.2%	$101.50	+56.7%	COM	882508104
AMZN	Amazon	147,610	$19.24M	1.1%	$121.24	-5.8%	COM	023135106
IBM	Intl Business Machines Corp	138,838	$18.58M	1.0%	$115.82	+1.9%	COM	459200101
ABBV	AbbVie Inc	137,865	$18.57M	1.0%	$99.84	+33.9%	COM	00287Y109
AFL	AFLAC Inc	263,052	$18.36M	1.0%	$44.02	+43.6%	COM	001055102
ADBE	Adobe	36,460	$17.83M	1.0%	$289.47	+39.2%	COM	00724F101
CMCSA	Comcast Corp	427,762	$17.77M	1.0%	$36.83	-0.5%	COM	20030N101
AXP	American Express Co	100,897	$17.58M	1.0%	$109.05	+43.2%	COM	025816109
CSCO	Cisco Systems Inc	338,744	$17.53M	1.0%	$32.73	+39.1%	COM	17275R102
PAYX	Paychex Inc	155,195	$17.36M	1.0%	$73.40	+37.7%	COM	704326107
RTX	Raytheon Technologies Corp	167,547	$16.41M	0.9%	$63.21	+46.0%	COM	75513E101
GOOGL	Alphabet Class A	136,137	$16.3M	0.9%	$107.54	+6.2%	COM	02079K305
SBUX	Starbucks Corp	145,507	$14.41M	0.8%	$69.98	+39.0%	COM	855244109
ACN	Accenture PLC	44,064	$13.6M	0.7%	$241.53	+15.8%	COM	G1151C101
AMAT	Applied Materials	89,979	$13.01M	0.7%	$95.26	+28.4%	COM	038222105
WST	West Pharmaceutical Services	34,000	$13M	0.7%	$296.32	+19.7%	COM	955306105
NEE	NextEra Energy	170,974	$12.69M	0.7%	$67.17	+4.2%	COM	65339F101
LMT	Lockheed Martin	27,198	$12.52M	0.7%	$384.59	+12.2%	COM	539830109
UNH	UnitedHealth	26,020	$12.51M	0.7%	$206.14	+125.5%	COM	91324P102
MS	Morgan Stanley	145,919	$12.46M	0.7%	$78.31	+0.1%	COM	617446448
MDT	Medtronic Plc	136,315	$12.01M	0.7%	$73.82	+7.5%	COM	G5960L103
TJX	TJX Companies	141,356	$11.99M	0.7%	$51.07	+49.1%	COM	872540109
VZ	Verizon Communications Inc	320,822	$11.93M	0.7%	$35.24	-11.5%	COM	92343V104
PFE	Pfizer Inc	316,610	$11.61M	0.6%	$34.99	-5.1%	COM	717081103
CTVA	Corteva Inc	200,968	$11.52M	0.6%	$34.33	+65.0%	COM	22052L104
CVS	CVS Health Corp	163,790	$11.32M	0.6%	$64.52	-0.3%	COM	126650100
ORCL	Oracle Corp	93,356	$11.12M	0.6%	$58.69	+71.1%	COM	68389X105
UPS	United Parcel Service Inc Cl B	60,757	$10.89M	0.6%	$115.06	+34.3%	COM	911312106
ABT	Abbott Laboratories	97,925	$10.68M	0.6%	$81.16	+25.0%	COM	002824100
PLD	ProLogis Inc	86,315	$10.58M	0.6%	$105.50	+7.0%	COM	74340W103
COST	Costco Wholesale Corp	19,505	$10.5M	0.6%	$369.91	+31.7%	COM	22160K105
MET	Metlife Inc	183,721	$10.39M	0.6%	$54.81	-6.6%	COM	59156R108
GOOG	Alphabet Class C	84,680	$10.24M	0.6%	$111.09	+3.4%	COM	02079K107
GILD	Gilead Sciences	131,377	$10.13M	0.6%	$57.59	+26.0%	COM	375558103
FAST	Fastenal Company	158,175	$9.331M	0.5%	$23.25	+10.5%	COM	311900104
HPQ	HP Inc	301,641	$9.263M	0.5%	$27.67	-2.0%	COM	40434L105
CAT	Caterpillar	36,759	$9.045M	0.5%	$192.85	+10.8%	COM	149123101
—	Crown Castle	79,101	$9.013M	0.5%	$161.34	—	COM	228227104
DE	Deere & Company	21,976	$8.904M	0.5%	$126.49	+190.8%	COM	244199105
YUM	YUM Brands	62,577	$8.67M	0.5%	$91.42	+40.9%	COM	988498101
HD	Home Depot	27,849	$8.651M	0.5%	$250.20	+10.5%	COM	437076102
BMY	Bristol Myers Squibb Company	134,383	$8.594M	0.5%	$48.24	+22.2%	COM	110122108
MRK	Merck & Company Inc	71,744	$8.279M	0.5%	$67.64	+54.5%	COM	58933Y105
TSLA	Tesla Motors Inc	31,400	$8.22M	0.5%	$211.34	-5.4%	COM	88160R101
CRM	Salesforce.com Inc	38,457	$8.124M	0.4%	$121.21	+66.4%	COM	79466L302
TFC	Truist Financial Corporation	257,800	$7.824M	0.4%	$41.02	-34.3%	COM	89832Q109
ADI	Analog Devices	36,707	$7.151M	0.4%	$160.53	+10.2%	COM	032654105
QCOM	Qualcomm Inc	57,606	$6.857M	0.4%	$121.50	-10.9%	COM	747525103
CMI	Cummins	27,619	$6.771M	0.4%	$190.98	+11.5%	COM	231021106
ITW	Illinois Tool Works	27,012	$6.757M	0.4%	$141.70	+55.0%	COM	452308109
COF	Capital One Financial	61,684	$6.746M	0.4%	$64.53	+48.6%	COM	14040H105
V	Visa Inc Cl A	28,341	$6.73M	0.4%	$212.36	+5.7%	COM	92826C839
NVDA	Nvidia Corp	15,800	$6.684M	0.4%	$21.92	+51.3%	COM	67066G104
—	Lam Research Corp	9,700	$6.236M	0.3%	$292.40	—	COM	512807108
SYK	Stryker	20,268	$6.184M	0.3%	$167.56	+67.9%	COM	863667101
EXC	Exelon Corp	151,182	$6.159M	0.3%	$38.34	-2.3%	COM	30161N101
DT	Dynatrace Holdings LLC	118,036	$6.075M	0.3%	$46.87	0.0%	COM	268150109
CL	Colgate-Palmolive Company	78,309	$6.033M	0.3%	$54.10	+34.8%	COM	194162103
AMT	American Tower REIT	30,506	$5.916M	0.3%	$182.58	-2.5%	COM	03027X100
MNST	Monster Beverage Corp.	102,300	$5.876M	0.3%	$47.65	+19.4%	COM	61174X109
GIS	General Mills	74,948	$5.749M	0.3%	$46.86	+65.4%	COM	370334104
—	Berkshire Hathaway Cl B	16,637	$5.673M	0.3%	$298.00	—	COM	113809107
NYT	New York Times Company	142,085	$5.595M	0.3%	$41.03	-10.1%	COM	650111107
FISV	Fiserv Inc	44,317	$5.591M	0.3%	$75.65	+55.6%	COM	337738108
MA	Mastercard	13,500	$5.31M	0.3%	$299.75	+23.4%	COM	57636Q104
NKE	Nike Inc Cl B	48,007	$5.299M	0.3%	$76.17	+46.2%	COM	654106103
EMR	Emerson Electric Company	57,686	$5.214M	0.3%	$79.84	+0.3%	COM	291011104
STZ	Constellation Brands	20,102	$4.948M	0.3%	$180.86	+23.1%	COM	21036P108
PM	Philip Morris	50,554	$4.935M	0.3%	$70.47	+19.9%	COM	718172109
UNP	Union Pacific Corp	23,822	$4.874M	0.3%	$131.33	+42.4%	COM	907818108
UBER	Uber Technologies Inc	108,587	$4.688M	0.3%	$33.54	+10.8%	COM	90353T100
USB	U S Bancorp	141,221	$4.666M	0.3%	$33.68	-15.6%	COM	902973304
ADP	Automatic Data	21,038	$4.624M	0.3%	$153.47	+32.4%	COM	053015103
VOO	Vanguard S&P 500 ETF	11,200	$4.562M	0.3%	$351.34	—	COM	922908363
PD	PagerDuty, Inc.	200,000	$4.496M	0.2%	$25.81	+7.7%	COM	69553P100
PEP	PepsiCo	23,686	$4.387M	0.2%	$109.79	+55.3%	COM	713448108
FE	FirstEnergy	107,728	$4.188M	0.2%	$36.27	-3.0%	COM	337932107
INTU	Intuit	9,136	$4.186M	0.2%	$160.41	+168.6%	COM	461202103
ABNB	Airbnb Inc	30,557	$3.916M	0.2%	$103.46	+13.1%	COM	009066101
GLW	Corning	111,630	$3.912M	0.2%	$30.32	+0.9%	COM	219350105
—	Linde PLC	10,145	$3.866M	0.2%	$185.42	—	COM	G5494J103
NSC	Norfolk Southern	16,063	$3.642M	0.2%	$183.84	+8.9%	COM	655844108
TRV	The Travelers Companies	20,750	$3.603M	0.2%	$111.86	+50.0%	COM	89417E109
META	Meta Platforms Inc	12,048	$3.458M	0.2%	$207.19	+18.3%	COM	30303M102
CHRW	C H Robinsin Worldwide	36,548	$3.448M	0.2%	$87.71	+3.0%	COM	12541W209
ETN	Eaton Corp	16,644	$3.347M	0.2%	$76.81	+121.8%	COM	G29183103
MDLZ	Mondelez Intl	45,004	$3.283M	0.2%	$45.81	+49.6%	COM	609207105
DIS	Walt Disney Company	36,251	$3.236M	0.2%	$118.04	-21.6%	COM	254687106
VMC	Vulcan Materials	13,800	$3.111M	0.2%	$165.34	+13.7%	COM	929160109
SCHW	Charles Schwab Corp	53,900	$3.055M	0.2%	$44.36	+13.7%	COM	808513105
KLAC	KLA Tencor	6,028	$2.924M	0.2%	$319.15	+27.8%	COM	482480100
PYPL	PayPal Hldg Inc	43,245	$2.886M	0.2%	$113.20	-39.9%	COM	70450Y103
LLY	Eli Lilly & Company	6,038	$2.832M	0.2%	$278.89	+47.5%	COM	532457108
INTC	Intel Corp	84,189	$2.815M	0.2%	$33.86	-9.3%	COM	458140100
MCHP	Microchip	30,500	$2.732M	0.2%	$64.16	+15.1%	COM	595017104
DOW	Dow Inc	50,943	$2.713M	0.1%	$46.48	-2.7%	COM	260557103
SWK	Stanley Black & Decker	25,812	$2.419M	0.1%	$75.29	-1.1%	COM	854502101
ROP	Roper Technologies	5,000	$2.404M	0.1%	$422.55	+5.4%	COM	776696106
LULU	Lululemon	6,326	$2.394M	0.1%	$186.28	+98.1%	COM	550021109
BX	Blackstone Group	24,042	$2.235M	0.1%	$89.15	-10.1%	COM	09260D107
IP	Intl Paper	68,358	$2.174M	0.1%	$37.76	-23.0%	COM	460146103
BAC	Bank Of America	73,897	$2.12M	0.1%	$30.07	-11.5%	COM	060505104
RMD	ResMed Inc	9,500	$2.076M	0.1%	$217.42	0.0%	COM	761152107
HON	Honeywell	9,940	$2.063M	0.1%	$148.71	+18.1%	COM	438516106
TGT	Target Corp	15,629	$2.061M	0.1%	$194.58	-30.6%	COM	87612E106
COP	ConocoPhillips	19,799	$2.051M	0.1%	$79.85	+18.3%	COM	20825C104
WSM	Williams-Sonoma	16,000	$2.002M	0.1%	$66.48	-14.3%	COM	969904101
TEAM	Atlassian Corp CL A	11,869	$1.992M	0.1%	$197.69	-19.0%	COM	049468101
ASML	ASML Holding NV	2,600	$1.884M	0.1%	$542.82	—	COM	N07059210
NOC	Northrop Grumman Corp	4,042	$1.842M	0.1%	$275.78	+57.3%	COM	666807102
MO	Altria Group	40,011	$1.812M	0.1%	$30.56	+19.7%	COM	02209S103
SO	Southern Co	25,330	$1.779M	0.1%	$52.47	+24.5%	COM	842587107
AVGO	Broadcom Ltd	2,000	$1.735M	0.1%	$48.31	+42.3%	COM	11135F101
STLD	Steel Dynamics, Inc	15,600	$1.699M	0.1%	$91.75	+6.5%	COM	858119100
WFC	Wells Fargo & Co	39,765	$1.697M	0.1%	$41.65	-9.6%	COM	949746101
ULTA	Ulta Beauty Inc	3,600	$1.694M	0.1%	$425.24	+15.2%	COM	90384S303
DUK	Duke Energy Hldg	18,195	$1.633M	0.1%	$75.14	+13.3%	COM	26441C204
CARR	Carrier Global	31,661	$1.574M	0.1%	$25.01	+70.0%	COM	14448C104
BSX	Boston Scientific	28,500	$1.542M	0.1%	$44.69	+16.9%	COM	101137107
IWF	iShares Russell 1000 Growth ET	5,600	$1.541M	0.1%	$210.36	—	COM	464287614
FMC	FMC Corporation	14,448	$1.508M	0.1%	$94.90	+5.6%	COM	302491303
SEE	Sealed Air	37,457	$1.498M	0.1%	$49.53	-19.3%	COM	81211K100
EOG	EOG Resources	12,500	$1.431M	0.1%	$98.59	+5.9%	COM	26875P101
FSLR	First Solar Inc	7,500	$1.426M	0.1%	$49.82	+297.7%	COM	336433107
ROST	Ross Stores	12,601	$1.413M	0.1%	$84.23	+21.3%	COM	778296103
TMO	Thermo Fisher Scientific	2,700	$1.409M	0.1%	$539.73	-0.8%	COM	883556102
CNH	CNH Industrial NV	93,500	$1.346M	0.1%	$13.36	-1.6%	COM	N20944109
SKIN	Beauty Health Company	159,253	$1.333M	0.1%	$10.80	-3.8%	COM	88331L108
—	General Electric Company	11,753	$1.291M	0.1%	$24.43	—	COM	369604103
EW	Edwards Lifesciences	12,811	$1.208M	0.1%	$94.22	-7.8%	COM	28176E108
RF	Regions Financial Corp	66,900	$1.192M	0.1%	$18.80	-16.9%	COM	7591EP100
D	Dominion Energy	22,078	$1.143M	0.1%	$47.61	-0.1%	COM	25746U109
PRU	Prudential Financial	12,375	$1.092M	0.1%	$78.33	-6.2%	COM	744320102
NVO	Novo Nordisk ADR	6,700	$1.084M	0.1%	$67.07	—	COM	670100205
CLX	Clorox	6,775	$1.077M	0.1%	$147.59	0.0%	COM	189054109
NUE	Nucor Corp	6,424	$1.053M	0.1%	$129.61	+8.2%	COM	670346105
DLTR	Dollar Tree Inc	7,200	$1.033M	0.1%	$110.36	+33.3%	COM	256746108
HIMS	Hims and Hers Health	108,000	$1.015M	0.1%	$8.47	+17.1%	COM	433000106
MOS	Mosaic Co	28,900	$1.012M	0.1%	$45.78	-21.7%	COM	61945C103
CME	CME Group	5,440	$1.008M	0.1%	$98.01	+69.9%	COM	12572Q105
PSX	Phillips 66	10,439	$996K	0.1%	$75.93	+16.6%	COM	718546104
BA	Boeing	4,625	$977K	0.1%	$186.02	+11.7%	COM	097023105
AMD	Advanced Micro	8,553	$974K	0.1%	$89.36	+16.4%	COM	007903107
OKTA	Okta Inc	14,000	$971K	0.1%	$166.14	-54.3%	COM	679295105
ZTS	Zoetis Inc	5,400	$930K	0.1%	$175.57	-4.2%	COM	98978V103
BAX	Baxter Intl	20,400	$929K	0.1%	$68.78	-40.7%	COM	071813109
SPG	Simon Property Group	8,030	$927K	0.1%	$85.02	+11.1%	COM	828806109
MMM	3M Company	8,780	$879K	0.0%	$107.45	-27.8%	COM	88579Y101
FTV	Fortive Corp	11,700	$875K	0.0%	$39.94	+25.0%	COM	34959J108
DD	DuPont De Nemours & Co	11,921	$852K	0.0%	$28.73	-5.4%	COM	26614N102
PNC	PNC Finl	6,575	$828K	0.0%	$148.61	-25.7%	COM	693475105
CBOE	CBOE Holdings Inc	6,000	$828K	0.0%	$105.93	+25.4%	COM	12503M108
AZN	AstraZeneca PLC	11,531	$825K	0.0%	$64.52	—	COM	046353108
SLB	Schlumberger Ltd	16,800	$825K	0.0%	$34.05	+30.7%	COM	806857108
SYY	Sysco Corp	11,000	$816K	0.0%	$71.10	-3.6%	COM	871829107
—	Quantum Scape Corp	101,000	$807K	0.0%	$44.55	—	COM	71467V109
DEO	Diageo PLC ADR	4,300	$746K	0.0%	$164.87	—	COM	25243Q205
CAH	Cardinal Health	7,348	$695K	0.0%	$71.55	+12.6%	COM	14149Y108
HUM	Humana	1,525	$682K	0.0%	$319.98	+52.6%	COM	444859102
KMB	Kimberly-Clark	4,850	$670K	0.0%	$105.09	+19.7%	COM	494368103
ADM	Archer Daniels	8,300	$627K	0.0%	$83.53	-17.0%	COM	039483102
TROW	T Rowe Price Grp Inc	5,504	$617K	0.0%	$95.20	+1.3%	COM	74144T108
F	Ford Motor	40,500	$613K	0.0%	$8.71	+22.8%	COM	345370860
TT	Trane Tech PLC	3,200	$612K	0.0%	$93.73	+84.3%	COM	G8994E103
DASH	Doordash Inc	8,000	$611K	0.0%	$169.91	-61.0%	COM	25809K105
ZS	Zscaler Inc	4,000	$585K	0.0%	$185.80	-34.3%	COM	98980G102
AOS	A. O. Smith Corp	8,000	$582K	0.0%	$52.85	+23.7%	COM	831865209
DHR	Danaher Corp	2,400	$576K	0.0%	$222.24	-6.1%	COM	235851102
NOW	ServiceNow	1,000	$562K	0.0%	$102.16	-2.1%	COM	81762P102
—	Blackrock Inc	800	$553K	0.0%	$738.49	—	COM	09247X101
ISRG	Intuitive Surgical Inc	1,600	$547K	0.0%	$312.56	-3.2%	COM	46120E602
GD	General Dynamics	2,500	$538K	0.0%	$228.84	-10.6%	COM	369550108
UBS	UBS AG	26,500	$537K	0.0%	$20.11	0.0%	COM	H42097107
PGR	Progressive Corp	4,000	$529K	0.0%	$94.56	+29.6%	COM	743315103
GS	Goldman Sachs	1,640	$529K	0.0%	$305.31	+0.8%	COM	38141G104
GPC	Genuine Parts Company	3,100	$525K	0.0%	$159.11	-4.9%	COM	372460105
MKC	McCormick and Co	6,000	$523K	0.0%	$81.37	+1.7%	COM	579780206
FITB	Fifth Third Bancorp	19,364	$508K	0.0%	$12.69	+82.1%	COM	316773100
NVS	Novartis AG	4,800	$484K	0.0%	$90.44	—	COM	66987V109
PBR	Petroleo Brasileiro	33,200	$459K	0.0%	$8.49	—	COM	71654V408
KHC	Kraft Heinz Co	12,881	$457K	0.0%	$28.72	+16.9%	COM	500754106
FTNT	Fortinet Inc	6,000	$454K	0.0%	$57.41	+18.4%	COM	34959E109
CTAS	Cintas Corporation	900	$447K	0.0%	$105.21	+9.0%	COM	172908105
IFF	Intl Flavors & Frag	5,600	$446K	0.0%	$112.07	-28.5%	COM	459506101
BP	BP PLC ADS	12,500	$441K	0.0%	$32.90	—	COM	055622104
BABA	Alibaba Group Holding	5,100	$425K	0.0%	$142.43	—	COM	01609W102
TREX	Trex Company Inc	6,400	$420K	0.0%	$51.54	+8.3%	COM	89531P105
ED	Consolidated Edison Inc	4,453	$403K	0.0%	$81.67	+6.9%	COM	209115104
MPC	Marathon Petroleum Corp	3,440	$401K	0.0%	$45.38	+142.2%	COM	56585A102
SAIC	Science Applications Intl Corp	3,500	$394K	0.0%	$75.45	+37.6%	COM	808625107
RY	Royal Bank of Canada	4,000	$382K	0.0%	$95.90	-0.5%	COM	780087102
APD	Air Products & Chemicals	1,268	$380K	0.0%	$259.49	+2.2%	COM	009158106
DIA	SPDR DJIA ETF Trust	1,100	$378K	0.0%	$335.88	—	COM	78467X109
PANW	Palo Alto Networks Inc	1,400	$358K	0.0%	$104.05	0.0%	COM	697435105
LDOS	Leidos Holdings Inc.	4,000	$354K	0.0%	$58.80	+40.4%	COM	525327102
ATO	Atmos Energy Corp	3,020	$351K	0.0%	$101.69	+6.6%	COM	049560105
ARVN	Arvinas Inc	13,700	$340K	0.0%	$34.48	-25.4%	COM	04335A105
CNI	Canadian National Railway	2,800	$339K	0.0%	$101.06	+11.2%	COM	136375102
CSX	CSX Corp	9,400	$321K	0.0%	$27.19	+11.9%	COM	126408103
CTSH	Cognizant Technologies Sol A	4,905	$320K	0.0%	$75.53	-21.4%	COM	192446102
T	AT&T Inc	19,956	$318K	0.0%	$14.43	+2.5%	COM	00206R102
PWR	Quanta Services Inc	1,600	$314K	0.0%	$173.93	0.0%	COM	74762E102
BIIB	Biogen Idec	1,100	$313K	0.0%	$285.69	+4.3%	COM	09062X103
LNC	Lincoln National Corporation	12,100	$312K	0.0%	$46.00	-59.4%	COM	534187109
ES	Eversource Energy	4,357	$309K	0.0%	$68.99	-4.3%	COM	30040W108
IWR	iShares Russell Midcap	4,200	$307K	0.0%	$73.03	—	COM	464287499
LAD	Lithia Motors Inc	1,000	$304K	0.0%	$239.48	0.0%	COM	536797103
GEHC	GE HealthCare Technologies Inc	3,712	$302K	0.0%	$71.08	+11.8%	COM	36266G107
MU	Micron Technology	4,700	$297K	0.0%	$68.30	-7.1%	COM	595112103
PAGP	Plains GP Holdings	20,000	$297K	0.0%	$10.30	—	COM	72651A207
DOV	Dover Corporation	2,000	$295K	0.0%	$127.77	+8.4%	COM	260003108
BDX	Becton Dickenson & Co	1,100	$290K	0.0%	$219.34	+10.3%	COM	075887109
IR	Ingersoll-Rand PLC	4,401	$288K	0.0%	$50.89	+15.9%	COM	45687V106
DLR	Digital Realty Trust	2,519	$287K	0.0%	$91.24	-0.8%	COM	253868103
KMI	Kinder Morgan	16,537	$285K	0.0%	$11.51	+28.4%	COM	49456B101
VLO	Valero Energy	2,400	$282K	0.0%	$92.50	+15.9%	COM	91913Y100
OXY	Occidental Petr Corp	4,672	$275K	0.0%	$46.31	+23.7%	COM	674599105
MTN	Vail Resorts Inc	972	$245K	0.0%	$291.14	-16.3%	COM	91879Q109
AEP	American Electric Power	2,900	$244K	0.0%	$71.88	+11.2%	COM	025537101
FBIN	Fortune Brands Innovations Inc	3,200	$230K	0.0%	$60.80	0.0%	COM	34964C106
—	Cigna	800	$224K	0.0%	$331.11	—	COM	125509109
SHEL	Shell PLC	3,700	$223K	0.0%	$57.03	—	COM	780259305
OTIS	Otis Worldwide	2,501	$223K	0.0%	$70.37	+14.6%	COM	68902V107
KNX	Knight-Swift Trans	3,900	$217K	0.0%	$49.73	+8.4%	COM	499049104
MCK	McKesson Corp	500	$214K	0.0%	$379.54	0.0%	COM	58155Q103
GRMN	Garmin	2,020	$211K	0.0%	$97.02	0.0%	COM	H2906T109
BK	Bank of N.Y.	4,705	$209K	0.0%	$42.97	-7.1%	COM	064058100
EMN	Eastman Chemical	2,500	$209K	0.0%	$71.13	+2.9%	COM	277432100
MCO	Moody's Corp	600	$209K	0.0%	$310.36	0.0%	COM	615369105
CGNX	Cognex	3,700	$207K	0.0%	$45.77	+10.7%	COM	192422103
APPF	AppFolio Inc	1,200	$207K	0.0%	$145.62	0.0%	COM	03783C100
ET	Energy Transfer LP	12,520	$159K	0.0%	$6.78	—	COM	29273V100
LEVI	Levi Strauss & Co	10,000	$144K	0.0%	$16.15	-17.7%	COM	52736R102
FULT	Fulton Financial	11,700	$139K	0.0%	$14.26	-24.7%	COM	360271100
SNAP	Snap Inc	11,500	$136K	0.0%	$22.80	-55.9%	COM	83304A106
—	Luminar Technologies Inc	19,313	$133K	0.0%	$6.88	—	COM	550424105
SHMP	NaturalShrimp Inc	95,000	$3,743	0.0%	$0.06	-15.3%	COM	63902N106