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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘25
APD icon
51
Air Products & Chemicals
APD
$67B
121 705 584 10.3%
ODFL icon
52
Old Dominion Freight Line
ODFL
$44B
120 386 266 50.6%
GLW icon
53
Corning
GLW
$149B
119 652 533 111%
IWB icon
54
iShares Russell 1000 ETF
IWB
$49.7B
119 496 377 15.8%
IHI icon
55
iShares US Medical Devices ETF
IHI
$3.42B
113 230 117 8.32%
POOL icon
56
Pool Corp
POOL
$7.08B
110 315 205 38.6%
KMB icon
57
Kimberly-Clark
KMB
$35.9B
110 693 583 13.2%
AMT icon
58
American Tower
AMT
$80.3B
108 754 646 10.4%
BALL icon
59
Ball Corp
BALL
$16.4B
106 308 202 21.3%
SYY icon
60
Sysco
SYY
$39.2B
104 621 517 0.6%
SCZ icon
61
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
103 286 183 13.1%
PFE icon
62
Pfizer
PFE
$153B
101 1,221 1,120 5.46%
RAL
63
Ralliant Corp
RAL
$8B
101 199 98 64.6%
CTAS icon
64
Cintas
CTAS
$79.8B
99 608 509 3.62%
GIS icon
65
General Mills
GIS
$20.3B
98 585 487 24.7%
JNJ icon
66
Johnson & Johnson
JNJ
$632B
98 1,799 1,701 41.5%
FTV icon
67
Fortive
FTV
$18.3B
97 312 215 23.8%
CARR icon
68
Carrier Global
CARR
$51.8B
96 580 484 4.79%
NSC icon
69
Norfolk Southern
NSC
$76.6B
96 615 519 13.6%
SDY icon
70
State Street SPDR S&P Dividend ETF
SDY
$21.9B
95 435 340 12.1%
EMR icon
71
Emerson Electric
EMR
$91B
95 822 727 23.5%
UNM icon
72
Unum
UNM
$14.8B
94 302 208 17.7%
GWW icon
73
W.W. Grainger
GWW
$62.3B
94 473 379 38.3%
DEO icon
74
Diageo
DEO
$51B
93 341 248 3.78%
PGR icon
75
Progressive
PGR
$119B
92 769 677 17.5%