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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $18.3M | 63465 | 7.97% |
| 2 | D R HORTON INC | $18.0M | 131120 | 7.86% |
| 3 | MICROSOFT CORP | $17.3M | 46846 | 7.57% |
| 4 | APPLE INC | $15.8M | 62202 | 6.89% |
| 5 | CUMMINS INC | $14.9M | 27630 | 6.49% |
| 6 | EATON CORP PLC | $13.2M | 36860 | 5.76% |
| 7 | FISERV INC | $13.0M | 233199 | 5.68% |
| 8 | CISCO SYS INC | $10.7M | 137494 | 4.66% |
| 9 | PARKER-HANNIFIN CORP | $10.1M | 11286 | 4.41% |
| 10 | JACOBS SOLUTIONS INC | $9.7M | 76460 | 4.25% |
| 11 | HONEYWELL INTL INC | $9.2M | 40758 | 4.02% |
| 12 | ORACLE CORP | $8.8M | 59589 | 3.83% |
| 13 | ACCENTURE PLC IRELAND | $6.6M | 33195 | 2.87% |
| 14 | AIR PRODUCTS AND CHEMICALS I | $6.6M | 22586 | 2.86% |
| 15 | KNIGHT-SWIFT TRANSN HLDGS IN | $6.5M | 113223 | 2.85% |
| 16 | MEDTRONIC PLC | $6.3M | 72897 | 2.76% |
| 17 | DOVER CORP | $5.9M | 28515 | 2.60% |
| 18 | STRYKER CORPORATION | $5.9M | 18087 | 2.59% |
| 19 | PAYCHEX INC | $5.5M | 59838 | 2.41% |
| 20 | CORNING INC | $5.2M | 38110 | 2.26% |
| 21 | THERMO FISHER SCIENTIFIC INC | $4.9M | 10059 | 2.16% |
| 22 | STATE STR SPDR S&P 500 ETF T | $4.7M | 7162 | 2.03% |
| 23 | HERSHEY CO | $4.5M | 21596 | 1.96% |
| 24 | ARROW ELECTRS INC | $2.6M | 18243 | 1.14% |
| 25 | INTUIT | $2.4M | 5460 | 1.03% |
| 26 | AMDOCS LTD | $1.8M | 27373 | 0.78% |
| 27 | INDEPENDENT BK CORP MASS | $390K | 5184 | 0.17% |
| 28 | ALPHABET INC | $300K | 1046 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.