| AVGO |
Broadcom Inc. |
0 |
5.35% |
|
|
|
|
|
N/A |
0.00% |
51.83% |
33.81% |
|---|
| COST |
Costco Wholesale Corporation |
0 |
4.79% |
|
|
|
|
|
N/A |
0.00% |
22.64% |
14.56% |
|---|
| FGXXX |
First American Government Obligations Fu... |
|
3.87% |
|
|
|
|
|
|
|
|
|
|---|
| HUBB |
Hubbell Incorporated |
0 |
2.76% |
|
|
|
|
|
N/A |
0.00% |
43.19% |
15.25% |
|---|
| GWW |
W.W. Grainger, Inc. |
0 |
2.71% |
|
|
|
|
|
N/A |
0.00% |
25.68% |
16.55% |
|---|
| MA |
Mastercard Incorporated |
0 |
2.68% |
|
|
|
|
|
N/A |
0.00% |
20.20% |
12.06% |
|---|
| CTAS |
Cintas Corporation |
0 |
2.62% |
|
|
|
|
|
N/A |
0.00% |
23.76% |
33.61% |
|---|
| V |
Visa Inc. |
0 |
2.57% |
|
|
|
|
|
N/A |
0.00% |
20.38% |
11.93% |
|---|
| KLAC |
KLA Corporation |
0 |
2.36% |
|
|
|
|
|
N/A |
0.00% |
43.41% |
10.43% |
|---|
| VRSK |
Verisk Analytics, Inc. |
0 |
2.32% |
|
|
|
|
|
N/A |
0.00% |
23.08% |
16.80% |
|---|
| MSCI |
MSCI Inc. |
0 |
2.32% |
|
|
|
|
|
N/A |
0.00% |
34.31% |
14.53% |
|---|
| MLM |
Martin Marietta Materials, Inc. |
0 |
2.23% |
|
|
|
|
|
N/A |
0.00% |
29.33% |
21.30% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
2.08% |
|
|
|
|
|
N/A |
0.00% |
76.29% |
20.81% |
|---|
| CMI |
Cummins Inc. |
0 |
1.86% |
|
|
|
|
|
N/A |
0.00% |
31.41% |
15.56% |
|---|
| ETN |
Eaton Corporation plc |
0 |
1.76% |
|
|
|
|
|
N/A |
0.00% |
29.27% |
10.45% |
|---|
| MSI |
Motorola Solutions, Inc. |
0 |
1.76% |
|
|
|
|
|
N/A |
0.00% |
26.76% |
22.28% |
|---|
| ODFL |
Old Dominion Freight Line, Inc. |
0 |
1.71% |
|
|
|
|
|
N/A |
0.00% |
38.69% |
23.25% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
1.53% |
|
|
|
|
|
N/A |
0.00% |
33.63% |
18.26% |
|---|
| FAST |
Fastenal Company |
0 |
1.47% |
|
|
|
|
|
N/A |
0.00% |
22.08% |
22.15% |
|---|
| AAPL |
Apple Inc. |
0 |
1.41% |
|
|
|
|
|
N/A |
0.00% |
30.43% |
23.52% |
|---|
| BR |
Broadridge Financial Solutions, Inc. |
0 |
1.41% |
|
|
|
|
|
N/A |
0.00% |
23.96% |
27.23% |
|---|
| HON |
Honeywell International Inc. |
0 |
1.40% |
|
|
|
|
|
N/A |
0.00% |
18.57% |
7.37% |
|---|
| GL |
Globe Life Inc. |
0 |
1.40% |
|
|
|
|
|
N/A |
0.00% |
43.24% |
16.99% |
|---|
| CHD |
Church & Dwight Co., Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
25.21% |
18.65% |
|---|
| ERIE |
Erie Indemnity Company |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
30.20% |
33.87% |
|---|
| PG |
The Procter & Gamble Company |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
20.02% |
27.39% |
|---|
| INTU |
Intuit Inc. |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
23.13% |
-1.14% |
|---|
| MSFT |
Microsoft Corporation |
0 |
1.34% |
|
|
|
|
|
N/A |
0.00% |
19.51% |
3.26% |
|---|
| CB |
Chubb Limited |
0 |
1.32% |
|
|
|
|
|
N/A |
0.00% |
24.80% |
11.47% |
|---|
| MCO |
Moody's Corporation |
0 |
1.32% |
|
|
|
|
|
N/A |
0.00% |
23.86% |
25.16% |
|---|
| MMC |
Marsh & McLennan Companies, Inc. |
0 |
1.31% |
|
|
|
|
|
N/A |
0.00% |
20.23% |
20.79% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
39.67% |
3.99% |
|---|
| LRCX |
Lam Research Corporation |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
41.74% |
15.40% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
38.26% |
15.88% |
|---|
| A |
Agilent Technologies, Inc. |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
26.04% |
25.40% |
|---|
| MRK |
Merck & Co., Inc. |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
36.29% |
48.54% |
|---|
| J |
Jacobs Engineering Group Inc. |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
40.27% |
24.51% |
|---|
| CTSH |
Cognizant Technology Solutions Corporati... |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
30.49% |
15.00% |
|---|
| GRMN |
Garmin Ltd. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
40.25% |
13.98% |
|---|
| KMB |
Kimberly-Clark Corporation |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
18.29% |
19.50% |
|---|
| ECL |
Ecolab Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
25.32% |
12.31% |
|---|
| AOS |
A. O. Smith Corporation |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
31.60% |
23.21% |
|---|
| NKE |
NIKE, Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
48.65% |
55.62% |
|---|
| PWR |
Quanta Services, Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
42.64% |
11.89% |
|---|
| ACN |
Accenture plc |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
34.71% |
50.25% |
|---|
| EXPD |
Expeditors International of Washington, ... |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
27.40% |
34.12% |
|---|
| LIN |
Linde plc |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
27.57% |
15.25% |
|---|
| APH |
Amphenol Corporation |
0 |
1.26% |
|
|
|
|
|
N/A |
0.00% |
36.24% |
17.61% |
|---|
| AME |
AMETEK, Inc. |
0 |
1.25% |
|
|
|
|
|
N/A |
0.00% |
24.92% |
17.87% |
|---|
| ITW |
Illinois Tool Works Inc. |
0 |
1.25% |
|
|
|
|
|
N/A |
0.00% |
22.16% |
20.65% |
|---|
| PNR |
Pentair plc |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
28.12% |
19.70% |
|---|
| HIG |
The Hartford Financial Services Group, I... |
0 |
1.23% |
|
|
|
|
|
N/A |
0.00% |
29.93% |
14.09% |
|---|
| DHI |
D.R. Horton, Inc. |
0 |
1.23% |
|
|
|
|
|
N/A |
0.00% |
37.03% |
24.07% |
|---|
| CINF |
Cincinnati Financial Corporation |
0 |
1.22% |
|
|
|
|
|
N/A |
0.00% |
31.28% |
17.31% |
|---|
| CME |
CME Group Inc. |
0 |
1.21% |
|
|
|
|
|
N/A |
0.00% |
22.75% |
26.42% |
|---|
| SHW |
The Sherwin-Williams Company |
0 |
1.18% |
|
|
|
|
|
N/A |
0.00% |
29.23% |
17.80% |
|---|
| LLY |
Eli Lilly and Company |
0 |
1.13% |
|
|
|
|
|
N/A |
0.00% |
40.95% |
42.16% |
|---|
| BF-B |
Brown-Forman Corporation |
0 |
1.10% |
|
|
|
|
|
N/A |
0.00% |
49.30% |
46.36% |
|---|
| MPC |
Marathon Petroleum Corporation |
0 |
1.07% |
|
|
|
|
|
N/A |
0.00% |
29.49% |
6.75% |
|---|
| Cash&Other |
Cash & Other |
|
0.06% |
|
|
|
|
|
|
|
|
|
|---|