#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Apple, Inc.	AAPL	344,157	$93.6M	7.34%
2	Microsoft Corp.	MSFT	182,483	$88.3M	6.92%
3	Broadcom, Inc.	AVGO	232,037	$80.3M	6.30%
4	KLA Corp.	KLAC	50,956	$61.9M	4.86%
5	Amphenol Corp.	032095101	370,188	$50.0M	3.93%
6	Eli Lilly & Co.	LLY	41,553	$44.7M	3.50%
7	RTX Corp.	RTX	219,861	$40.3M	3.16%
8	WEC Energy Group, Inc.	WEC	371,669	$39.2M	3.08%
9	Eaton Corp. plc	ETN	117,471	$37.4M	2.94%
10	AbbVie, Inc.	ABBV	162,759	$37.2M	2.92%
11	Lowe's Companies, Inc.	548661107	144,801	$34.9M	2.74%
12	Intercontinental Exchange, Inc	45866F104	214,663	$34.8M	2.73%
13	Analog Devices, Inc.	ADI	128,006	$34.7M	2.72%
14	Jacobs Solutions, Inc.	J	254,792	$33.7M	2.65%
15	Nasdaq, Inc.	NDAQ	344,191	$33.4M	2.62%
16	Emerson Electric Co.	EMR	249,775	$33.2M	2.60%
17	TE Connectivity plc	TEL	141,899	$32.3M	2.53%
18	Wells Fargo & Co.	949746101	337,184	$31.4M	2.47%
19	Arthur J. Gallagher & Co.	363576109	121,432	$31.4M	2.47%
20	Texas Instruments, Inc.	882508104	171,930	$29.8M	2.34%