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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | $32.9M | 129559 | 6.67% |
| 2 | ALPHABET INC CAP STK CL C | $26.1M | 91067 | 5.30% |
| 3 | PROGRESSIVE CORP COM | $20.3M | 102284 | 4.11% |
| 4 | WALMART INC COM | $19.6M | 157467 | 3.97% |
| 5 | MICROSOFT CORP COM | $19.1M | 51462 | 3.86% |
| 6 | JOHNSON & JOHNSON COM | $15.8M | 64646 | 3.20% |
| 7 | COCA COLA CO COM | $15.7M | 206055 | 3.18% |
| 8 | ELI LILLY & CO COM | $14.0M | 15230 | 2.84% |
| 9 | EXXON MOBIL CORP COM | $13.5M | 79683 | 2.74% |
| 10 | CUMMINS INC COM | $11.5M | 21424 | 2.34% |
| 11 | MCDONALDS CORP COM | $11.5M | 36862 | 2.32% |
| 12 | VERIZON COMMUNICATIONS INC COM | $11.2M | 223292 | 2.27% |
| 13 | CHUBB LTD SWITZ COM | $10.9M | 33347 | 2.20% |
| 14 | AUTOMATIC DATA PROCESSING INC COM | $10.8M | 53021 | 2.18% |
| 15 | CHEVRON | $10.5M | 50709 | 2.13% |
| 16 | HOME DEPOT INC COM | $9.5M | 28959 | 1.93% |
| 17 | ABBVIE INC COM | $9.4M | 43066 | 1.90% |
| 18 | QUALCOMM INC COM | $8.8M | 68450 | 1.79% |
| 19 | TRUIST FINL CORP COM | $8.5M | 184285 | 1.72% |
| 20 | JPMORGAN CHASE & CO COM | $7.6M | 25807 | 1.54% |
| 21 | NVIDIA CORPORATION COM | $7.6M | 43397 | 1.53% |
| 22 | INTEL CORP COM | $7.5M | 169251 | 1.51% |
| 23 | CULLEN FROST BANKERS INC COM | $7.1M | 51588 | 1.43% |
| 24 | COSTCO WHOLESALE CORPORATION COM | $5.4M | 5376 | 1.09% |
| 25 | AMGEN INC COM | $5.2M | 14746 | 1.05% |
| 26 | CONOCOPHILLIPS COM | $5.1M | 38513 | 1.03% |
| 27 | GENUINE PARTS CO COM | $5.0M | 47445 | 1.02% |
| 28 | UNITED PARCEL SVCS INC CL B | $4.8M | 48736 | 0.97% |
| 29 | MERCK & CO INC COM | $4.5M | 37032 | 0.90% |
| 30 | GILEAD SCIENCES INC COM | $4.5M | 31950 | 0.90% |
| 31 | SYSCO CORP COM | $3.9M | 55291 | 0.80% |
| 32 | AMAZON COM INC COM | $3.7M | 17962 | 0.76% |
| 33 | COPART INC COM | $3.7M | 112654 | 0.76% |
| 34 | CSX CORP COM | $3.5M | 85329 | 0.71% |
| 35 | VERTIV HOLDINGS CO COM CL A | $3.5M | 13882 | 0.71% |
| 36 | EMERSON ELEC CO COM | $3.4M | 25644 | 0.68% |
| 37 | DUKE ENERGY CORP NEW COM NEW | $3.3M | 25248 | 0.67% |
| 38 | WASTE MGMT INC DEL COM | $3.3M | 14368 | 0.67% |
| 39 | INTERDIGITAL INC COM | $3.3M | 10839 | 0.66% |
| 40 | SONOCO PRODS CO COM | $3.2M | 59956 | 0.66% |
| 41 | WEYERHAEUSER CO COM NEW | $3.2M | 132576 | 0.66% |
| 42 | PRICE T ROWE GROUP INC COM | $3.1M | 34580 | 0.63% |
| 43 | CINTAS CORP COM | $3.1M | 18295 | 0.63% |
| 44 | ZEBRA TECHNOLOGIES CORPORATION CL A | $3.0M | 14296 | 0.61% |
| 45 | PACKAGING CORP AMER COM | $2.8M | 13229 | 0.57% |
| 46 | NEXTERA ENERGY INC COM | $2.8M | 30054 | 0.57% |
| 47 | AFLAC INC COM | $2.6M | 23823 | 0.53% |
| 48 | TEXAS INSTRS INC COM | $2.6M | 13143 | 0.52% |
| 49 | BLACKROCK INC COM | $2.5M | 2556 | 0.50% |
| 50 | ENOVA INTL INC COM | $2.4M | 17317 | 0.48% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.