 CUMMINS INCCMI |
| 2.44% | 2.29% | $2.7M | 3,816 | $2.4M | 4,452 | -636-14.29% | Reduce |
 TORONTO DOMINION BK ONT COM NEWTD |
| 2.39% | 1.96% | $2.7M | 21,931 | $2.1M | 21,956 | -25-0.11% | Reduce |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 2.31% | 1.94% | $2.6M | 87,308 | $2.0M | 87,828 | -520-0.59% | Reduce |
 CINCINNATI FINL CORP COMCINF |
| 2.27% | 2.05% | $2.5M | 13,676 | $2.2M | 13,686 | -10-0.07% | Reduce |
 ABBVIE INCABBV |
| 2.23% | 2.05% | $2.5M | 9,898 | $2.2M | 9,909 | -11-0.11% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.2% | 2.11% | $2.5M | 7,494 | $2.2M | 7,503 | -9-0.12% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 2.08% | 2.15% | $2.3M | 6,557 | $2.3M | 6,566 | -9-0.14% | Reduce |
 SNAP ON INCSNA |
| 2.08% | 2% | $2.3M | 5,763 | $2.1M | 5,768 | -5-0.09% | Reduce |
 PPG INDS INCPPG |
| 2.05% | — | $2.3M | 18,850 | $0 | 0 | +18,850 | New Buy |
 AES CORP COMAES |
| 2.05% | 2.1% | $2.3M | 155,922 | $2.2M | 156,438 | -516-0.33% | Reduce |
 TEXAS INSTRS INCTXN |
| 2.04% | 1.42% | $2.3M | 7,628 | $1.5M | 7,637 | -9-0.12% | Reduce |
 PACKAGING CORP AMERPKG |
| 2.03% | 1.92% | $2.3M | 9,489 | $2.0M | 9,499 | -10-0.11% | Reduce |
 AFLAC INC COMAFL |
| 2.02% | 2.01% | $2.2M | 19,184 | $2.1M | 19,206 | -22-0.11% | Reduce |
 CISCO SYS INCCSCO |
| 1.95% | 1.85% | $2.2M | 18,542 | $1.9M | 24,914 | -6,372-25.58% | Reduce |
| PPRINCIPAL FINANCIAL GROUP INPFG |
| 1.93% | 1.72% | $2.1M | 19,939 | $1.8M | 19,964 | -25-0.13% | Reduce |
 OLD REP INTL CORPORI |
| 1.93% | 2% | $2.1M | 52,471 | $2.1M | 52,676 | -205-0.39% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.93% | 2.17% | $2.1M | 24,462 | $2.3M | 24,488 | -26-0.11% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 1.92% | 2.26% | $2.1M | 16,939 | $2.4M | 16,993 | -54-0.32% | Reduce |
 BROADCOM INCAVGO |
| 1.91% | 1.92% | $2.1M | 5,636 | $2.0M | 6,501 | -865-13.31% | Reduce |
 AMGEN INC COMAMGN |
| 1.9% | 1.97% | $2.1M | 5,857 | $2.1M | 5,864 | -7-0.12% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.89% | 1.53% | $2.1M | 5,451 | $1.6M | 5,469 | -18-0.33% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.86% | 1.8% | $2.1M | 9,283 | $1.9M | 9,313 | -30-0.32% | Reduce |
 UNUM GROUPUNM |
| 1.82% | 1.58% | $2.0M | 22,698 | $1.7M | 22,728 | -30-0.13% | Reduce |
| QQUALCOMM INCQCOM |
| 1.82% | 1.36% | $2.0M | 10,978 | $1.4M | 11,036 | -58-0.53% | Reduce |
 PHILLIPS 66PSX |
| 1.8% | 2.06% | $2.0M | 11,869 | $2.2M | 11,885 | -16-0.13% | Reduce |
 ENBRIDGE INCENB |
| 1.78% | 1.89% | $2.0M | 36,621 | $2.0M | 36,661 | -40-0.11% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.77% | 1.92% | $2.0M | 21,435 | $2.0M | 21,462 | -27-0.13% | Reduce |
 NNN REIT INC REITNNN |
| 1.72% | 1.66% | $1.9M | 41,234 | $1.7M | 41,285 | -51-0.12% | Reduce |
 MARATHON PETE CORPMPC |
| 1.7% | 1.73% | $1.9M | 7,427 | $1.8M | 7,435 | -8-0.11% | Reduce |
 METLIFE INC COMMET |
| 1.67% | 1.49% | $1.9M | 22,001 | $1.6M | 22,023 | -22-0.10% | Reduce |
| CCIGNA GROUPLIBD |
| 1.65% | 1.7% | $1.8M | 6,654 | $1.8M | 6,694 | -40-0.60% | Reduce |
 AMERIPRISE FINL INCAMP |
| 1.6% | 1.65% | $1.8M | 3,879 | $1.7M | 3,884 | -5-0.13% | Reduce |
 PRUDENTIAL FINL INCPRU |
| 1.57% | 1.51% | $1.7M | 16,192 | $1.6M | 16,210 | -18-0.11% | Reduce |
 ILLINOIS TOOLITW |
| 1.56% | 1.6% | $1.7M | 6,438 | $1.7M | 6,447 | -9-0.14% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.55% | 1.96% | $1.7M | 3,385 | $2.1M | 3,396 | -11-0.32% | Reduce |
 MICROSOFT CORPMSFT |
| 1.52% | 1.6% | $1.7M | 4,533 | $1.7M | 4,539 | -6-0.13% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.48% | 1.97% | $1.7M | 9,986 | $2.1M | 9,997 | -11-0.11% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 1.48% | 1.85% | $1.7M | 67,361 | $1.9M | 67,456 | -95-0.14% | Reduce |
 REALTY INCOME CORP COMO |
| 1.47% | 1.54% | $1.6M | 26,442 | $1.6M | 26,471 | -29-0.11% | Reduce |
 ESSENTIAL UTILS INCWTRG |
| 1.46% | 1.63% | $1.6M | 42,413 | $1.7M | 42,466 | -53-0.12% | Reduce |
 SMITH A O CORPAOS |
| 1.45% | 1.62% | $1.6M | 25,815 | $1.7M | 25,852 | -37-0.14% | Reduce |
 LOWES COS INC COMLOW |
| 1.45% | 1.66% | $1.6M | 7,340 | $1.7M | 7,348 | -8-0.11% | Reduce |
 NEXSTAR MEDIA GROUP INCNXST |
| 1.44% | 1.55% | $1.6M | 8,990 | $1.6M | 9,001 | -11-0.12% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.41% | 1.81% | $1.6M | 12,637 | $1.9M | 9,590 | +3,047+31.77% | Add |
 TARGET CORP COMTGT |
| 1.4% | 1.39% | $1.6M | 11,990 | $1.5M | 12,006 | -16-0.13% | Reduce |
 SMUCKER J M COSJM |
| 1.37% | 1.25% | $1.5M | 13,604 | $1.3M | 13,622 | -18-0.13% | Reduce |
 KROGER CO COMKR |
| 1.37% | 1.9% | $1.5M | 27,482 | $2.0M | 27,519 | -37-0.13% | Reduce |
 EOG RES INCEOG |
| 1.34% | 1.58% | $1.5M | 11,481 | $1.7M | 11,493 | -12-0.10% | Reduce |
 MERCK & CO INCMRK |
| 1.27% | 1.26% | $1.4M | 10,979 | $1.3M | 11,007 | -28-0.25% | Reduce |
 FRANKLIN RESOURCES INCBEN |
| 1.23% | 0.93% | $1.4M | 41,302 | $978,523 | 41,347 | -45-0.11% | Reduce |
