CORNING INC GLW
12.58% 10.42% $26.9M 105,350 $19.2M 140,950 -35,600 -25.26% Reduce APPLIED MATLS INC AMAT
7.46% 4.11% $16.0M 22,085 $7.6M 22,107 -22 -0.10% Reduce EATON CORP PLC ETN
7.29% 7.12% $15.6M 36,619 $13.1M 36,619 0 0.00% Unchanged DEERE & CO DE
6.36% 6.59% $13.6M 21,440 $12.1M 21,515 -75 -0.35% Reduce NORFOLK SOUTHN CORP COM NSC
4.64% 4.93% $9.9M 31,575 $9.1M 31,605 -30 -0.09% Reduce GENERAL DYNAMICS CORP GD
4.25% 4.79% $9.1M 25,669 $8.8M 25,669 0 0.00% Unchanged AMGEN INC COM AMGN
4.18% 4.74% $8.9M 24,713 $8.7M 24,753 -40 -0.16% Reduce MERCK & CO INC MRK
3.73% 4.07% $8.0M 62,145 $7.5M 62,145 0 0.00% Unchanged PACCAR INC PCAR
3.65% 4.08% $7.8M 64,954 $7.5M 64,954 0 0.00% Unchanged ILLINOIS TOOL ITW
3.27% 3.67% $7.0M 25,900 $6.8M 25,940 -40 -0.15% Reduce C C H ROBINSON WORLDWIDE IN CHRW
2.97% 3.05% $6.4M 33,785 $5.6M 33,790 -5 -0.01% Reduce MCDONALDS CORP MCD
2.87% 3.84% $6.1M 22,685 $7.1M 22,690 -5 -0.02% Reduce US BANCORP USB
2.84% 2.83% $6.1M 100,587 $5.2M 99,977 +610 +0.61% Add DUKE ENERGY CORP NEW DUK
2.81% 3.39% $6.0M 47,419 $6.2M 47,609 -190 -0.40% Reduce OTIS WORLDWIDE OTIS
2.59% — $5.5M 77,285 $0 0 +77,285 New Buy ANALOG DEVICES INC COM ADI
2.58% 2.43% $5.5M 13,895 $4.5M 14,035 -140 -1.00% Reduce DEVON ENERGY CORP NEW DVN
2.55% 3.62% $5.5M 132,170 $6.7M 132,170 0 0.00% Unchanged AIR PRODUCTS AND CHEMICALS I APD
2.48% 2.86% $5.3M 18,095 $5.3M 18,095 0 0.00% Unchanged MASCO CORP MAS
2.21% — $4.7M 58,055 $0 0 +58,055 New Buy CISCO SYS INC CSCO
2.18% 1.67% $4.7M 39,660 $3.1M 39,660 0 0.00% Unchanged UNITED PARCEL SVCS INC UPS
2.14% 2.25% $4.6M 42,655 $4.1M 41,995 +660 +1.57% Add O OMNICOM GROUP INC OMC
2.12% 2.53% $4.5M 62,180 $4.6M 61,680 +500 +0.81% Add AMERICAN ELEC PWR CO INC AEP
1.89% 2.11% $4.0M 29,504 $3.9M 29,554 -50 -0.17% Reduce LOCKHEED MARTIN CORP LMT
1.87% 2.56% $4.0M 7,840 $4.7M 7,800 +40 +0.51% Add HERSHEY CO COM HSY
1.71% 2.32% $3.7M 20,865 $4.3M 20,505 +360 +1.76% Add EOG RES INC EOG
1.21% 1.57% $2.6M 19,910 $2.9M 19,910 0 0.00% Unchanged CLOROX CO DEL CLX
1.21% 1.75% $2.6M 27,035 $3.2M 31,115 -4,080 -13.11% Reduce STAG INDUSTRIAL INC STAG
1.07% 1.16% $2.3M 60,210 $2.1M 59,190 +1,020 +1.72% Add APPLE INC AAPL
0.93% 0.95% $2.0M 6,860 $1.7M 6,860 0 0.00% Unchanged A AMCOR PLC AMCR
0.86% 0.88% $1.8M 42,396 $1.6M 40,796 +1,600 +3.92% Add RTX CORPORATION RTX
0.76% 0.9% $1.6M 8,593 $1.7M 8,593 0 0.00% Unchanged PEPSICO INC PEP
0.52% 0.69% $1.1M 8,220 $1.3M 8,220 0 0.00% Unchanged S STATE STR SPDR S&P 500 ETF T SPY
0.23% 0.23% $481,667 645 $419,469 645 0 0.00% Unchanged 
