#	Issuer	Ticker	Shares	Value	% of Portfolio
1	The Goldman Sachs Group, Inc.	GSCE	278,300	$244.6M	7.79%
2	Morgan Stanley	MS-PQ	1,258,950	$223.5M	7.12%
3	Johnson & Johnson	JNJ	959,600	$198.6M	6.32%
4	The Cigna Group	125523100	709,000	$195.1M	6.21%
5	Elevance Health, Inc.	ELV	522,700	$183.2M	5.83%
6	The Walt Disney Company	254687106	1,523,050	$173.3M	5.52%
7	UnitedHealth Group Inc.	UNH	502,100	$165.7M	5.28%
8	American Express Co.	AXP	434,550	$160.8M	5.12%
9	PepsiCo, Inc.	PEP	1,100,750	$158.0M	5.03%
10	Microsoft Corp.	MSFT	306,600	$148.3M	4.72%
11	The TJX Companies, Inc.	872540109	936,300	$143.8M	4.58%
12	RTX Corporation	RTX	760,050	$139.4M	4.44%
13	FedEx Corporation	FDX	480,800	$138.9M	4.42%
14	L3Harris Technologies, Inc.	LHX	437,200	$128.3M	4.09%
15	McDonald's Corporation	MCD	417,300	$127.5M	4.06%
16	Northrop Grumman Corporation	NOC	207,700	$118.4M	3.77%
17	Global Payments Inc.	37940X102	1,462,200	$113.2M	3.60%
18	Lowe's Companies, Inc.	548661107	445,450	$107.4M	3.42%
19	Lockheed Martin Corp.	LMT	167,100	$80.8M	2.57%
20	The Home Depot, Inc.	HD	212,700	$73.2M	2.33%