May 4, 2026
Announcement
| 3M COMPANY |
| ADOBE INC |
| ALLSTATE CORP |
| AMDOCS LTD |
| AMERICAN TOWER CORP |
| AMERIPRISE FINANCIAL INC |
| AMGEN INC |
| APPLE INC |
| AUTOMATIC DATA PROCESSING |
| Applovin Corp |
| BECTON DICKINSON AND CO |
| BLACKSTONE INC |
| BRISTOL-MYERS SQUIBB CO |
| BROADCOM INC |
| BROADRIDGE FINL SOLUTIONS I COM |
| CARNIVAL CORP |
| CATERPILLAR INC |
| CENCORA INC |
| CENTENE CORP |
| CHARTER COMMUNICATIONS INC |
| CHENIERE ENERGY INC |
| CHIPOTLE MEXICAN GRILL INC |
| CHURCH & DWIGHT CO INC |
| CIGNA GROUP |
| CINTAS CORP |
| CISCO SYSTEMS INC |
| COCA-COLA CO/THE |
| COLGATE-PALMOLIVE CO |
| COMCAST CORP-CLASS A |
| CONOCOPHILLIPS |
| CONSTELLATION BRANDS INC CL A |
| CSX CORP |
| DARDEN RESTAURANTS INC |
| DEERE & CO |
| DELTA AIR LINES |
| DEVON ENERGY CORPORATION |
| DEXCOM INC |
| DOLLAR GENERAL CORP |
| DOLLAR TREE |
| DOWDUPONT INC |
| EBAY INC |
| ELECTRONIC ARTS INC |
| ELEVANCE HEALTH INC |
| EMERSON ELECTRIC CO |
| EQUIFAX INC |
| ESTEE LAUDER COMPANIES INC |
| EXPEDIA GROUP INC |
| EXXON MOBIL CORP |
| FEDEX CORP |
| FERGUSON PLC |
| FIDELITY NATIONAL INFORMATION SERVICES INC |
| FORTINET INC |
| FORTIVE CORP |
| GE AEROSPACE |
| GILEAD SCIENCES INC |
| HALLIBURTON CO |
| HOME DEPOT INC |
| HONEYWELL INTERNATIONAL INC |
| HOWMET AEROSPACE INC |
| IDEXX LABORATORIES INC |
| ILLINOIS TOOL WORKS |
| INTERNATIONAL BUSINESS MACHINES CORP |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| KIMBERLY-CLARK CORP |
| KLA CORP |
| KRAFT HEINZ CO THE |
| KROGER CO |
| LAS VEGAS SANDS CORP |
| LEIDOS HOLDINGS INC |
| LENNAR CORP |
| LIVE NATION ENTERTAINMENT IN |
| LOCKHEED MARTIN CORP |
| LULULEMON ATHLETICA INC |
| MARATHON PETROLEUM CORP |
| MASTERCARD INC-CLASS A |
| MOODYS CORP |
| MOTOROLA SOLUTIONS INC |
| NETAPP INC |
| NETFLIX INC |
| NEWMONT CORP |
| NIKE INC |
| NVR INC |
| OCCIDENTAL PETROLEUM CORP |
| OLD DOMINION FREIGHT LINE INC |
| ON SEMICONDUCTOR CORPORATION |
| ORACLE CORP |
| PARKER HANNIFIN CORP |
| PAYPAL HOLDINGS INC. |
| PEPSICO INC |
| PFIZER INC |
| PROCTER & GAMBLE CO |
| QUALCOMM INC |
| ROCKWELL AUTOMATION INC |
| ROSS STORES INC |
| SHERWIN-WILLIAMS CO |
| SOUTHWEST AIRLINES CO |
| STERIS PLC |
| SYNCHRONY FINANCIAL |
| SYSCO CORP |
| T-MOBILE US INC |
| TAKE-TWO INTERACTIVE SOFTWARE INC |
| TARGA RESOURCES CORP |
| TARGET CORP |
| TEXAS INSTRUMENTS INC |
| TJX COMPANIES INC |
| TRACTOR SUPPLY COMPANY |
| TRANE TECHNOLOGIES PLC |
| UBIQUITI INC |
| UNION PACIFIC CORP |
| UNITED AIRLINES HOLDINGS INC |
| UNITED PARCEL SERVICE-CL B |
| UNITED RENTALS INC |
| UNITEDHEALTH GROUP INC |
| VALERO ENERGY |
| VERISK ANALYTICS INC |
| VERIZON COMMUNICATIONS INC |
| VISA INC-CLASS A SHARES |
| VISTRA CORP |
| VULCAN MATERIALS CO |
| WARNER BROS DISCOVERY INC |
| WASTE MANAGEMENT INC |
| WESTERN DIGITAL CORP |
| WW GRAINGER INC |
| ZOETIS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.