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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AAL | American Airlines Group Inc. | 3.31% | 5,952,846 | $107,567,927 | 5,952,846 | New | $18.07 | 13F |
| ELV | Elevance Health, Inc. | 2.9% | 243,452 | $94,150,192 | 243,452 | New | $386.73 | 13F |
| TEL | TE Connectivity PLC | 2.78% | 447,360 | $90,192,250 | 447,360 | New | $201.61 | 13F |
| TMO | Thermo Fisher Scientific, Inc. | 2.55% | 165,318 | $82,883,832 | 165,318 | New | $501.36 | 13F |
| NFG | National Fuel Gas Company | 2.15% | 902,778 | $69,703,489 | 902,778 | New | $77.21 | 13F |
| GPC | Genuine Parts Company | 2.1% | 579,343 | $68,350,887 | 579,343 | New | $117.98 | 13F |
| ORCL | Oracle Corporation | 2.05% | 454,708 | $66,637,457 | 454,708 | New | $146.55 | 13F |