 WW GRAINGER INCGWW |
| 5.36% | 4.57% | $22.1M | 16,280 | $18.1M | 16,569 | -289-1.74% | Reduce |
 LINDE PLCLIN |
| 3.22% | 3.29% | $13.3M | 25,612 | $13.0M | 26,192 | -580-2.21% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.15% | 1.59% | $13.0M | 17,975 | $6.3M | 18,325 | -350-1.91% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.65% | 3.45% | $11.0M | 80,140 | $13.6M | 80,430 | -290-0.36% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.6% | 2.64% | $10.7M | 20,906 | $10.4M | 20,906 | 00.00% | Unchanged |
 TRANE TECHNOLOGIES PLCTT |
| 2.13% | 1.93% | $8.8M | 17,910 | $7.6M | 18,315 | -405-2.21% | Reduce |
 CHEVRON CORPORATIONCVX |
| 2.1% | 2.77% | $8.7M | 52,361 | $10.9M | 52,886 | -525-0.99% | Reduce |
 CASEYS GEN STORES INCCASY |
| 1.95% | 1.89% | $8.1M | 10,137 | $7.5M | 10,244 | -107-1.04% | Reduce |
 DEERE & CODE |
| 1.86% | 1.74% | $7.7M | 12,145 | $6.9M | 12,225 | -80-0.65% | Reduce |
 CATERPILLAR INCCAT |
| 1.85% | 1.3% | $7.7M | 7,188 | $5.1M | 7,230 | -42-0.58% | Reduce |
 STARBUCKS CORPSBUX |
| 1.66% | 1.52% | $6.9M | 67,061 | $6.0M | 67,136 | -75-0.11% | Reduce |
 APPLE INCAAPL |
| 1.64% | 1.51% | $6.8M | 23,416 | $6.0M | 23,466 | -50-0.21% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 1.63% | 1.21% | $6.7M | 64,284 | $4.8M | 64,984 | -700-1.08% | Reduce |
 APPLIED INDL TECHNOLOGIES INAIT |
| 1.62% | 1.34% | $6.7M | 19,809 | $5.3M | 19,894 | -85-0.43% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.47% | 1.49% | $6.1M | 23,912 | $5.9M | 24,132 | -220-0.91% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 1.38% | 1.35% | $5.7M | 5,820 | $5.3M | 5,945 | -125-2.10% | Reduce |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 1.37% | 0.98% | $5.7M | 61,856 | $3.9M | 62,356 | -500-0.80% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.33% | 1.28% | $5.5M | 24,561 | $5.1M | 24,891 | -330-1.33% | Reduce |
 MICROSOFT CORPMSFT |
| 1.29% | 1.39% | $5.3M | 14,342 | $5.5M | 14,792 | -450-3.04% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.28% | 1.36% | $5.3M | 18,018 | $5.4M | 18,468 | -450-2.44% | Reduce |
 HERSHEY CO COMHSY |
| 1.26% | 1.58% | $5.2M | 29,614 | $6.3M | 30,084 | -470-1.56% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 1.25% | 1.13% | $5.2M | 38,817 | $4.5M | 39,142 | -325-0.83% | Reduce |
 EMERSON ELEC COEMR |
| 1.19% | 1.17% | $4.9M | 34,419 | $4.6M | 35,434 | -1,015-2.86% | Reduce |
 MARATHON PETE CORPMPC |
| 1.18% | 1.2% | $4.9M | 19,138 | $4.7M | 19,438 | -300-1.54% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.14% | 1.27% | $4.7M | 5,025 | $5.0M | 5,025 | 00.00% | Unchanged |
 TRACTOR SUPPLY CO COMTSCO |
| 1.13% | 1.72% | $4.7M | 148,350 | $6.8M | 150,150 | -1,800-1.20% | Reduce |
 CORNING INCGLW |
| 1.12% | 0.66% | $4.6M | 18,125 | $2.6M | 19,250 | -1,125-5.84% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.09% | 0.92% | $4.5M | 11,370 | $3.6M | 11,470 | -100-0.87% | Reduce |
 UNION PAC CORPUNP |
| 1.03% | 0.96% | $4.2M | 15,586 | $3.8M | 15,586 | 00.00% | Unchanged |
 VALERO ENERGY CORP COMVLO |
| 0.96% | 0.95% | $4.0M | 15,250 | $3.8M | 15,250 | 00.00% | Unchanged |
 MURPHY USA INCMUSA |
| 0.94% | 0.9% | $3.9M | 7,216 | $3.6M | 7,216 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.88% | 1.07% | $3.6M | 26,766 | $4.2M | 27,116 | -350-1.29% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.87% | 0.83% | $3.6M | 10,630 | $3.3M | 10,870 | -240-2.21% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.86% | 0.59% | $3.5M | 11,865 | $2.3M | 11,985 | -120-1.00% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.8% | 1.55% | $3.3M | 9,403 | $6.1M | 21,755 | -12,352-56.78% | Reduce |
 EATON CORP PLCETN |
| 0.79% | 1.39% | $3.3M | 15,292 | $5.5M | 15,372 | -80-0.52% | Reduce |
 TIMKEN COTKR |
| 0.78% | 0.56% | $3.2M | 22,074 | $2.2M | 22,184 | -110-0.50% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 0.78% | 0.77% | $3.2M | 15,550 | $3.1M | 15,600 | -50-0.32% | Reduce |
 SYSCO CORP COMSYY |
| 0.75% | 0.68% | $3.1M | 37,209 | $2.7M | 37,844 | -635-1.68% | Reduce |
 HOME DEPOT INCHD |
| 0.74% | 0.73% | $3.1M | 8,651 | $2.9M | 8,741 | -90-1.03% | Reduce |
 NEWMONT CORPNEM |
| 0.72% | 0.87% | $3.0M | 31,909 | $3.5M | 31,909 | 00.00% | Unchanged |
 CINTAS CORP COMCTAS |
| 0.71% | 0.74% | $2.9M | 17,249 | $2.9M | 17,249 | 00.00% | Unchanged |
 CONOCOPHILLIPSCOP |
| 0.68% | 0.92% | $2.8M | 27,219 | $3.6M | 27,596 | -377-1.37% | Reduce |
 BUNGE GLOBAL SABG |
| 0.68% | 0.85% | $2.8M | 26,266 | $3.4M | 26,441 | -175-0.66% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.64% | 0.76% | $2.6M | 29,107 | $3.0M | 29,307 | -200-0.68% | Reduce |
 AVNET INCAVT |
| 0.61% | 0.45% | $2.5M | 28,175 | $1.8M | 28,600 | -425-1.49% | Reduce |
| MMIDDLEBY CORPMIDD |
| 0.58% | 0.49% | $2.4M | 13,985 | $1.9M | 14,585 | -600-4.11% | Reduce |
| AATI INCATI |
| 0.57% | 0.44% | $2.4M | 12,050 | $1.8M | 12,050 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 0.57% | 0.67% | $2.4M | 51,010 | $2.6M | 51,310 | -300-0.58% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.57% | 0.55% | $2.4M | 7,518 | $2.2M | 7,518 | 00.00% | Unchanged |
