Holdings of the Fund as of 11/22/2024
Total Number of Holdings (excluding cash): 75
Berkshire Hathaway Inc. (Class B) |
BRK/B |
084670702 |
Financials |
5,226 |
$2,490,554.82 |
2.53% |
Republic Services, Inc. |
RSG |
760759100 |
Industrials |
11,426 |
$2,477,042.54 |
2.52% |
Motorola Solutions, Inc. |
MSI |
620076307 |
Information Technology |
4,784 |
$2,396,305.60 |
2.44% |
PTC Inc. |
PTC |
69370C100 |
Information Technology |
12,155 |
$2,402,314.20 |
2.44% |
Marsh & McLennan Companies, Inc. |
MMC |
571748102 |
Financials |
10,147 |
$2,311,689.54 |
2.35% |
The Coca-Cola Company |
KO |
191216100 |
Consumer Staples |
34,227 |
$2,187,789.84 |
2.22% |
Colgate-Palmolive Company |
CL |
194162103 |
Consumer Staples |
22,887 |
$2,172,434.04 |
2.21% |
Cisco Systems, Inc. |
CSCO |
17275R102 |
Information Technology |
36,969 |
$2,164,534.95 |
2.20% |
TE Connectivity Plc |
TEL |
G87052109 |
Information Technology |
14,205 |
$2,162,853.30 |
2.20% |
Roper Technologies, Inc. |
ROP |
776696106 |
Information Technology |
3,800 |
$2,128,532.00 |
2.16% |
Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
Information Technology |
24,696 |
$1,964,319.84 |
2.00% |
Microsoft Corporation |
MSFT |
594918104 |
Information Technology |
4,713 |
$1,965,321.00 |
2.00% |
Linde Plc |
LIN |
G54950103 |
Materials |
4,290 |
$1,951,006.20 |
1.98% |
The Procter & Gamble Company |
PG |
742718109 |
Consumer Staples |
10,468 |
$1,845,299.04 |
1.88% |
Loews Corporation |
L |
540424108 |
Financials |
21,339 |
$1,836,647.73 |
1.87% |
Illinois Tool Works Inc. |
ITW |
452308109 |
Industrials |
6,615 |
$1,812,179.25 |
1.84% |
Lockheed Martin Corporation |
LMT |
539830109 |
Industrials |
3,341 |
$1,811,557.02 |
1.84% |
Atmos Energy Corporation |
ATO |
049560105 |
Utilities |
11,998 |
$1,800,299.90 |
1.83% |
VeriSign, Inc. |
VRSN |
92343E102 |
Information Technology |
9,944 |
$1,797,576.88 |
1.83% |
Teledyne Technologies Incorporated |
TDY |
879360105 |
Information Technology |
3,671 |
$1,775,625.99 |
1.81% |
FirstEnergy Corp. |
FE |
337932107 |
Utilities |
42,261 |
$1,766,087.19 |
1.80% |
Intercontinental Exchange, Inc. |
ICE |
45866F104 |
Financials |
10,850 |
$1,728,296.50 |
1.76% |
International Business Machines Corporation |
IBM |
459200101 |
Information Technology |
7,720 |
$1,721,328.40 |
1.75% |
Kinder Morgan, Inc. |
KMI |
49456B101 |
Energy |
55,556 |
$1,582,790.44 |
1.61% |
NiSource Inc. |
NI |
65473P105 |
Utilities |
40,310 |
$1,520,090.10 |
1.55% |
T-Mobile US, Inc. |
TMUS |
872590104 |
Communication Services |
6,070 |
$1,446,359.60 |
1.47% |
PPL Corporation |
PPL |
69351T106 |
Utilities |
41,639 |
$1,434,463.55 |
1.46% |
Philip Morris International Inc. |
PM |
718172109 |
Consumer Staples |
10,771 |
$1,400,122.29 |
1.42% |
Fiserv, Inc. |
FI |
337738108 |
Financials |
6,234 |
$1,381,205.04 |
1.40% |
Johnson & Johnson |
JNJ |
478160104 |
Health Care |
8,703 |
$1,350,444.51 |
1.37% |
Evergy, Inc. |
EVRG |
30034W106 |
Utilities |
20,857 |
$1,340,270.82 |
1.36% |
Automatic Data Processing, Inc. |
ADP |
053015103 |
Industrials |
4,265 |
$1,301,464.75 |
1.32% |
Duke Energy Corporation |
DUK |
26441C204 |
Utilities |
11,243 |
$1,289,572.10 |
1.31% |
Keurig Dr Pepper Inc. |
KDP |
49271V100 |
Consumer Staples |
39,480 |
$1,289,416.80 |
1.31% |
Mastercard Incorporated |
MA |
57636Q104 |
Financials |
2,467 |
$1,284,961.62 |
1.31% |
Honeywell International Inc. |
HON |
438516106 |
Industrials |
5,599 |
$1,282,786.89 |
1.30% |
McDonald's Corporation |
MCD |
580135101 |
Consumer Discretionary |
4,382 |
$1,272,006.96 |
1.29% |
Visa Inc. (Class A) |
V |
92826C839 |
Financials |
4,079 |
$1,264,163.68 |
1.29% |
Altria Group, Inc. |
MO |
02209S103 |
Consumer Staples |
20,977 |
$1,190,025.21 |
1.21% |
CME Group Inc. |
CME |
12572Q105 |
Financials |
5,181 |
$1,186,656.24 |
1.21% |
PepsiCo, Inc. |
PEP |
713448108 |
Consumer Staples |
7,232 |
$1,171,584.00 |
1.19% |
Yum! Brands, Inc. |
YUM |
988498101 |
Consumer Discretionary |
8,545 |
$1,155,882.15 |
1.18% |
CMS Energy Corporation |
CMS |
125896100 |
Utilities |
16,328 |
$1,135,122.56 |
1.15% |
Cintas Corporation |
CTAS |
172908105 |
Industrials |
4,997 |
$1,108,134.72 |
1.13% |
Cencora Inc. |
COR |
03073E105 |
Health Care |
4,365 |
$1,069,512.30 |
1.09% |
Avery Dennison Corporation |
AVY |
053611109 |
Materials |
5,258 |
$1,065,218.22 |
1.08% |
The Williams Companies, Inc. |
WMB |
969457100 |
Energy |
17,568 |
$1,047,931.20 |
1.07% |
The TJX Companies, Inc. |
TJX |
872540109 |
Consumer Discretionary |
8,464 |
$1,028,122.08 |
1.05% |
Willis Towers Watson Plc |
WTW |
G96629103 |
Financials |
3,141 |
$987,530.40 |
1.00% |
Electronic Arts Inc. |
EA |
285512109 |
Communication Services |
5,865 |
$977,519.55 |
0.99% |
ONEOK, Inc. |
OKE |
682680103 |
Energy |
7,729 |
$904,679.45 |
0.92% |
RTX Corporation |
RTX |
75513E101 |
Industrials |
7,379 |
$891,161.83 |
0.91% |
S&P Global Inc. |
SPGI |
78409V104 |
Financials |
1,737 |
$893,617.02 |
0.91% |
General Dynamics Corporation |
GD |
369550108 |
Industrials |
3,143 |
$885,728.83 |
0.90% |
Abbott Laboratories |
ABT |
002824100 |
Health Care |
7,446 |
$876,840.96 |
0.89% |
Consolidated Edison, Inc. |
ED |
209115104 |
Utilities |
8,691 |
$854,846.76 |
0.87% |
Equity Residential |
EQR |
29476L107 |
Real Estate |
11,020 |
$835,205.80 |
0.85% |
Waste Management, Inc. |
WM |
94106L109 |
Industrials |
3,723 |
$835,478.43 |
0.85% |
O'Reilly Automotive, Inc. |
ORLY |
67103H107 |
Consumer Discretionary |
655 |
$803,927.35 |
0.82% |
AvalonBay Communities, Inc. |
AVB |
053484101 |
Real Estate |
3,415 |
$792,075.10 |
0.81% |
Boston Scientific Corporation |
BSX |
101137107 |
Health Care |
8,769 |
$789,210.00 |
0.80% |
Union Pacific Corporation |
UNP |
907818108 |
Industrials |
3,188 |
$772,739.32 |
0.79% |
Hologic, Inc. |
HOLX |
436440101 |
Health Care |
9,569 |
$755,663.93 |
0.77% |
Welltower Inc. |
WELL |
95040Q104 |
Real Estate |
5,241 |
$722,786.31 |
0.74% |
Northrop Grumman Corporation |
NOC |
666807102 |
Industrials |
1,363 |
$677,233.81 |
0.69% |
Hilton Worldwide Holdings Inc. |
HLT |
43300A203 |
Consumer Discretionary |
2,538 |
$642,114.00 |
0.65% |
Becton, Dickinson and Company |
BDX |
075887109 |
Health Care |
2,813 |
$630,112.00 |
0.64% |
Medtronic Plc |
MDT |
G5960L103 |
Health Care |
7,291 |
$628,557.11 |
0.64% |
Realty Income Corporation |
O |
756109104 |
Real Estate |
10,817 |
$621,436.65 |
0.63% |
Stryker Corporation |
SYK |
863667101 |
Health Care |
1,537 |
$591,514.45 |
0.60% |
Ecolab Inc. |
ECL |
278865100 |
Materials |
2,371 |
$581,606.30 |
0.59% |
LyondellBasell Industries N.V. |
LYB |
N53745100 |
Materials |
5,918 |
$496,342.66 |
0.50% |
AbbVie Inc. |
ABBV |
00287Y109 |
Health Care |
2,735 |
$483,958.25 |
0.49% |
AutoZone, Inc. |
AZO |
053332102 |
Consumer Discretionary |
154 |
$477,304.52 |
0.49% |
The Home Depot, Inc. |
HD |
437076102 |
Consumer Discretionary |
914 |
$383,880.00 |
0.39% |
US Dollar |
$USD |
|
Other |
269,518 |
$269,517.86 |
0.27% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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