Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 0 | 48,296 | +48,296 | 0 | 24,023 | 10.22% | +24,023 |
| D R HORTON INC(DHI) | 0 | 135,713 | +135,713 | 0 | 17,496 | 7.45% | +17,496 |
| ORACLE CORP(ORCL) | 0 | 71,888 | +71,888 | 0 | 15,717 | 6.69% | +15,717 |
| ALPHABET INC(GOOG) | 0 | 80,607 | +80,607 | 0 | 14,392 | 6.12% | +14,392 |
| EATON CORP PLC(ETN) | 0 | 38,069 | +38,069 | 0 | 13,590 | 5.78% | +13,590 |
| APPLE INC(AAPL) | 0 | 64,219 | +64,219 | 0 | 13,176 | 5.61% | +13,176 |
| CUMMINS INC(CMI) | 0 | 38,721 | +38,721 | 0 | 12,681 | 5.40% | +12,681 |
| FISERV INC(FISV) | 0 | 68,881 | +68,881 | 0 | 11,876 | 5.05% | +11,876 |
| ACCENTURE PLC IRELAND SHS CLASS A | 0 | 35,735 | +35,735 | 0 | 10,681 | 4.55% | +10,681 |
| PARKER-HANNIFIN CORP(PH) | 0 | 14,907 | +14,907 | 0 | 10,412 | 4.43% | +10,412 |
| JACOBS SOLUTIONS INC(J) | 0 | 78,270 | +78,270 | 0 | 10,289 | 4.38% | +10,289 |
| CISCO SYS INC(CSCO) | 0 | 142,878 | +142,878 | 0 | 9,913 | 4.22% | +9,913 |
| HONEYWELL INTL INC(HON) | 0 | 41,673 | +41,673 | 0 | 9,705 | 4.13% | +9,705 |
| PAYCHEX INC(PAYX) | 0 | 60,231 | +60,231 | 0 | 8,761 | 3.73% | +8,761 |
| STRYKER CORPORATION(SYK) | 0 | 18,403 | +18,403 | 0 | 7,281 | 3.10% | +7,281 |
| AIR PRODS & CHEMS INC | 0 | 23,080 | +23,080 | 0 | 6,510 | 2.77% | +6,510 |
| MEDTRONIC PLC(MDT) | 0 | 73,212 | +73,212 | 0 | 6,382 | 2.72% | +6,382 |
| DOVER CORP(DOV) | 0 | 29,953 | +29,953 | 0 | 5,488 | 2.34% | +5,488 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 0 | 122,040 | +122,040 | 0 | 5,398 | 2.30% | +5,398 |
| SPDR S&P 500 ETF TR(SPY) | 0 | 7,147 | +7,147 | 0 | 4,416 | 1.88% | +4,416 |
| INTUIT(INTU) | 0 | 5,503 | +5,503 | 0 | 4,334 | 1.84% | +4,334 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 10,218 | +10,218 | 0 | 4,143 | 1.76% | +4,143 |
| CORNING INC(GLW) | 0 | 61,061 | +61,061 | 0 | 3,211 | 1.37% | +3,211 |
| AMDOCS LTD(DOX) | 0 | 29,233 | +29,233 | 0 | 2,667 | 1.14% | +2,667 |
| ARROW ELECTRS INC | 0 | 19,083 | +19,083 | 0 | 2,432 | 1.03% | +2,432 |