| AVGO |
Broadcom Inc. |
0 |
5.35% |
|
|
|
|
|
N/A |
0.00% |
53.34% |
33.63% |
|---|
| COST |
Costco Wholesale Corporation |
0 |
4.79% |
|
|
|
|
|
N/A |
0.00% |
22.45% |
18.46% |
|---|
| FGXXX |
First American Government Obligations Fu... |
|
3.87% |
|
|
|
|
|
|
|
|
|
|---|
| HUBB |
Hubbell Incorporated |
0 |
2.76% |
|
|
|
|
|
N/A |
0.00% |
30.53% |
18.28% |
|---|
| GWW |
W.W. Grainger, Inc. |
0 |
2.71% |
|
|
|
|
|
N/A |
0.00% |
19.40% |
8.22% |
|---|
| MA |
Mastercard Incorporated |
0 |
2.68% |
|
|
|
|
|
N/A |
0.00% |
20.11% |
12.03% |
|---|
| CTAS |
Cintas Corporation |
0 |
2.62% |
|
|
|
|
|
N/A |
0.00% |
19.71% |
15.08% |
|---|
| V |
Visa Inc. |
0 |
2.57% |
|
|
|
|
|
N/A |
0.00% |
21.94% |
16.00% |
|---|
| KLAC |
KLA Corporation |
0 |
2.36% |
|
|
|
|
|
N/A |
0.00% |
35.42% |
4.73% |
|---|
| VRSK |
Verisk Analytics, Inc. |
0 |
2.32% |
|
|
|
|
|
N/A |
0.00% |
20.27% |
18.05% |
|---|
| MSCI |
MSCI Inc. |
0 |
2.32% |
|
|
|
|
|
N/A |
0.00% |
21.88% |
2.31% |
|---|
| MLM |
Martin Marietta Materials, Inc. |
0 |
2.23% |
|
|
|
|
|
N/A |
0.00% |
22.61% |
6.74% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
2.08% |
|
|
|
|
|
N/A |
0.00% |
42.99% |
7.32% |
|---|
| CMI |
Cummins Inc. |
0 |
1.86% |
|
|
|
|
|
N/A |
0.00% |
24.00% |
5.68% |
|---|
| ETN |
Eaton Corporation plc |
0 |
1.76% |
|
|
|
|
|
N/A |
0.00% |
27.33% |
8.13% |
|---|
| MSI |
Motorola Solutions, Inc. |
0 |
1.76% |
|
|
|
|
|
N/A |
0.00% |
18.61% |
9.18% |
|---|
| ODFL |
Old Dominion Freight Line, Inc. |
0 |
1.71% |
|
|
|
|
|
N/A |
0.00% |
33.37% |
4.67% |
|---|
| PHM |
PulteGroup, Inc. |
0 |
1.53% |
|
|
|
|
|
N/A |
0.00% |
34.18% |
18.46% |
|---|
| FAST |
Fastenal Company |
0 |
1.47% |
|
|
|
|
|
N/A |
0.00% |
23.59% |
14.96% |
|---|
| AAPL |
Apple Inc. |
0 |
1.41% |
|
|
|
|
|
N/A |
0.00% |
27.45% |
18.16% |
|---|
| BR |
Broadridge Financial Solutions, Inc. |
0 |
1.41% |
|
|
|
|
|
N/A |
0.00% |
18.76% |
22.05% |
|---|
| HON |
Honeywell International Inc. |
0 |
1.40% |
|
|
|
|
|
N/A |
0.00% |
18.60% |
5.40% |
|---|
| GL |
Globe Life Inc. |
0 |
1.40% |
|
|
|
|
|
N/A |
0.00% |
26.62% |
9.48% |
|---|
| CHD |
Church & Dwight Co., Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
18.27% |
12.81% |
|---|
| ERIE |
Erie Indemnity Company |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
28.74% |
27.30% |
|---|
| PG |
The Procter & Gamble Company |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
18.95% |
21.87% |
|---|
| INTU |
Intuit Inc. |
0 |
1.35% |
|
|
|
|
|
N/A |
0.00% |
37.23% |
55.07% |
|---|
| MSFT |
Microsoft Corporation |
0 |
1.34% |
|
|
|
|
|
N/A |
0.00% |
21.89% |
9.87% |
|---|
| CB |
Chubb Limited |
0 |
1.32% |
|
|
|
|
|
N/A |
0.00% |
17.81% |
7.40% |
|---|
| MCO |
Moody's Corporation |
0 |
1.32% |
|
|
|
|
|
N/A |
0.00% |
21.30% |
11.42% |
|---|
| MMC |
Marsh & McLennan Companies, Inc. |
0 |
1.31% |
|
|
|
|
|
N/A |
0.00% |
21.68% |
17.45% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
48.77% |
21.13% |
|---|
| LRCX |
Lam Research Corporation |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
37.16% |
7.21% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.30% |
|
|
|
|
|
N/A |
0.00% |
33.90% |
4.46% |
|---|
| A |
Agilent Technologies, Inc. |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
35.85% |
38.41% |
|---|
| MRK |
Merck & Co., Inc. |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
29.07% |
27.26% |
|---|
| J |
Jacobs Engineering Group Inc. |
0 |
1.29% |
|
|
|
|
|
N/A |
0.00% |
23.62% |
9.66% |
|---|
| CTSH |
Cognizant Technology Solutions Corporati... |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
26.23% |
20.57% |
|---|
| GRMN |
Garmin Ltd. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
24.57% |
12.02% |
|---|
| KMB |
Kimberly-Clark Corporation |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
19.11% |
25.69% |
|---|
| ECL |
Ecolab Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
17.63% |
5.93% |
|---|
| AOS |
A. O. Smith Corporation |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
23.51% |
7.60% |
|---|
| NKE |
NIKE, Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
32.64% |
24.26% |
|---|
| PWR |
Quanta Services, Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
33.46% |
9.67% |
|---|
| ACN |
Accenture plc |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
32.22% |
41.12% |
|---|
| EXPD |
Expeditors International of Washington, ... |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
19.76% |
7.11% |
|---|
| LIN |
Linde plc |
0 |
1.27% |
|
|
|
|
|
N/A |
0.00% |
16.70% |
6.80% |
|---|
| APH |
Amphenol Corporation |
0 |
1.26% |
|
|
|
|
|
N/A |
0.00% |
34.19% |
25.96% |
|---|
| AME |
AMETEK, Inc. |
0 |
1.25% |
|
|
|
|
|
N/A |
0.00% |
18.80% |
10.11% |
|---|
| ITW |
Illinois Tool Works Inc. |
0 |
1.25% |
|
|
|
|
|
N/A |
0.00% |
19.00% |
11.08% |
|---|
| PNR |
Pentair plc |
0 |
1.24% |
|
|
|
|
|
N/A |
0.00% |
22.62% |
11.01% |
|---|
| HIG |
The Hartford Financial Services Group, I... |
0 |
1.23% |
|
|
|
|
|
N/A |
0.00% |
19.33% |
-0.65% |
|---|
| DHI |
D.R. Horton, Inc. |
0 |
1.23% |
|
|
|
|
|
N/A |
0.00% |
34.01% |
16.62% |
|---|
| CINF |
Cincinnati Financial Corporation |
0 |
1.22% |
|
|
|
|
|
N/A |
0.00% |
21.16% |
4.70% |
|---|
| CME |
CME Group Inc. |
0 |
1.21% |
|
|
|
|
|
N/A |
0.00% |
22.44% |
21.67% |
|---|
| SHW |
The Sherwin-Williams Company |
0 |
1.18% |
|
|
|
|
|
N/A |
0.00% |
21.74% |
10.60% |
|---|
| LLY |
Eli Lilly and Company |
0 |
1.13% |
|
|
|
|
|
N/A |
0.00% |
29.76% |
8.32% |
|---|
| BF-B |
Brown-Forman Corporation |
0 |
1.10% |
|
|
|
|
|
N/A |
0.00% |
47.42% |
45.61% |
|---|
| MPC |
Marathon Petroleum Corporation |
0 |
1.07% |
|
|
|
|
|
N/A |
0.00% |
29.31% |
5.97% |
|---|
| Cash&Other |
Cash & Other |
|
0.06% |
|
|
|
|
|
|
|
|
|
|---|