|
MSFT
|
US |
MICROSOFT CORP |
56,450 |
$24M |
8.65% |
0.1%
|
- |
|
DHI
|
US |
DR HORTON INC |
156,694 |
$23M |
8.05% |
-0.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
94,781 |
$19M |
6.71% |
-0.5%
|
- |
|
AAPL
|
US |
APPLE INC |
75,916 |
$17M |
6.04% |
-0.9%
|
- |
|
ACN
|
US |
ACCENTURE PLC-CL A |
43,600 |
$16M |
5.56% |
-0.3%
|
- |
|
ETN
|
US |
EATON CORP PLC |
43,431 |
$16M |
5.55% |
-1.1%
|
- |
|
ORCL
|
US |
ORACLE CORP |
86,007 |
$15M |
5.31% |
-0.6%
|
- |
|
J
|
US |
JACOBS SOLUTIONS INC |
95,155 |
$13M |
4.80% |
0.0%
|
- |
|
CMI
|
US |
CUMMINS INC |
33,100 |
$12M |
4.35% |
-0.4%
|
- |
|
PH
|
US |
PARKER HANNIFIN CORP |
17,366 |
$12M |
4.21% |
-0.7%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
50,282 |
$11M |
4.05% |
-1.1%
|
- |
|
FI
|
US |
FISERV INC |
50,531 |
$11M |
3.78% |
-0.2%
|
- |
|
PAYX
|
US |
PAYCHEX INC |
71,605 |
$10M |
3.73% |
-0.2%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
170,533 |
$10M |
3.72% |
-1.4%
|
- |
|
KNX
|
US |
KNIGHT-SWIFT TRANSPORTATION |
160,099 |
$9M |
3.16% |
-2.8%
|
- |
|
APD
|
US |
AIR PRODUCTS & CHEMICALS INC |
27,129 |
$9M |
3.10% |
0.5%
|
- |
|
SYK
|
US |
STRYKER CORP |
21,292 |
$8M |
3.01% |
-2.5%
|
- |
|
MDT
|
US |
MEDTRONIC PLC |
92,159 |
$8M |
2.91% |
0.5%
|
- |
|
DOV
|
US |
DOVER CORP |
40,193 |
$8M |
2.85% |
0.1%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
11,895 |
$7M |
2.44% |
-0.9%
|
- |