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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $26.0M | 87000 | 4.55% |
| 2 | BROADCOM INC | $24.9M | 80488 | 4.36% |
| 3 | MICROSOFT CORP | $18.6M | 50286 | 3.26% |
| 4 | ISHARES TR | $16.2M | 24868 | 2.84% |
| 5 | EATON CORP PLC | $14.4M | 40230 | 2.52% |
| 6 | VERTIV HOLDINGS CO | $14.3M | 57026 | 2.50% |
| 7 | JPMORGAN CHASE & CO | $12.4M | 42268 | 2.17% |
| 8 | CHEVRON CORPORATION | $12.2M | 59002 | 2.14% |
| 9 | APPLE INC | $11.8M | 46443 | 2.06% |
| 10 | RTX CORPORATION | $11.6M | 59988 | 2.02% |
| 11 | ABBVIE INC | $11.2M | 51407 | 1.96% |
| 12 | PHILLIPS 66 | $11.2M | 61296 | 1.95% |
| 13 | ISHARES TR | $11.1M | 90612 | 1.93% |
| 14 | ORACLE CORP | $11.1M | 75113 | 1.93% |
| 15 | ELI LILLY & CO | $10.8M | 11794 | 1.90% |
| 16 | CUMMINS INC | $10.8M | 20012 | 1.88% |
| 17 | CASEYS GEN STORES INC | $9.8M | 13433 | 1.71% |
| 18 | TE CONNECTIVITY PLC | $9.7M | 46204 | 1.69% |
| 19 | MORGAN STANLEY | $9.5M | 57644 | 1.66% |
| 20 | AMERIPRISE FINL INC | $9.3M | 21018 | 1.63% |
| 21 | CISCO SYS INC | $9.3M | 119855 | 1.63% |
| 22 | HARBOR ETF TRUST | $9.1M | 314868 | 1.59% |
| 23 | AMGEN INC | $9.0M | 25537 | 1.57% |
| 24 | WASTE MGMT INC DEL | $8.7M | 37694 | 1.52% |
| 25 | UNION PAC CORP | $8.6M | 35622 | 1.51% |
| 26 | MARVELL TECHNOLOGY INC | $8.5M | 85420 | 1.48% |
| 27 | L3HARRIS TECHNOLOGIES INC | $8.3M | 24105 | 1.46% |
| 28 | AIR PRODUCTS AND CHEMICALS I | $8.2M | 28249 | 1.44% |
| 29 | ALPHABET INC | $8.0M | 27867 | 1.40% |
| 30 | AMRIZE LTD | $8.0M | 142555 | 1.40% |
| 31 | UNITED RENTALS INC | $8.0M | 10958 | 1.40% |
| 32 | HUBBELL INC | $7.2M | 14724 | 1.26% |
| 33 | EMBRAER S.A. | $6.3M | 106915 | 1.11% |
| 34 | QXO INC | $6.3M | 324500 | 1.10% |
| 35 | SERVICE CORP INTL | $6.2M | 75100 | 1.08% |
| 36 | CATERPILLAR INC | $6.1M | 8645 | 1.07% |
| 37 | CORTEVA INC | $6.1M | 72615 | 1.06% |
| 38 | NORWEGIAN CRUISE LINE HLDGS | $5.7M | 302740 | 0.99% |
| 39 | MERCK & CO INC | $5.5M | 45728 | 0.96% |
| 40 | DIGITAL RLTY TR INC | $5.5M | 30393 | 0.96% |
| 41 | THERMO FISHER SCIENTIFIC INC | $5.5M | 11141 | 0.96% |
| 42 | ABBOTT LABORATORIES | $5.3M | 51766 | 0.93% |
| 43 | AMERICAN EXPRESS CO | $5.3M | 17386 | 0.92% |
| 44 | PALO ALTO NETWORKS INC | $5.2M | 32191 | 0.90% |
| 45 | J P MORGAN EXCHANGE TRADED F | $5.1M | 109943 | 0.89% |
| 46 | NEXTERA ENERGY INC | $4.3M | 46190 | 0.75% |
| 47 | AMERICAN WTR WKS CO INC NEW | $4.3M | 31296 | 0.74% |
| 48 | NVIDIA CORPORATION | $4.1M | 23733 | 0.72% |
| 49 | SYSCO CORP | $3.9M | 54021 | 0.67% |
| 50 | FEDEX CORP | $3.8M | 10603 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.