WMT Walmart Inc. Variety Stores $120.29 +0.35% 44 Mixed Selling $2.9M(planned) ▲ Accumulating+6.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 23%Strength: Raised its dividend (0.8% yield)+ UNH Unitedhealth Group Inc Hospital & Medical Service Plans $410.67 -1.77% No trades None ▲ Accumulating+5.1% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.1% in 3 yearsStrength: Raised its dividend (2.1% yield)+ AAPL Apple Inc. Computers and devices $343.92 -1.08% 43 Mixed Selling $91.9M(planned) ■ Steady+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 6.7% in 3 yearsStrength: High return on equity: 145%Strength: Raised its dividend (0.3% yield)+ GOOGL Alphabet Inc. Internet and software services $316.83 -1.06% 49 Mixed Selling $28K(planned) ■ Steady+4.4% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.3% in 3 yearsStrength: Little debtStrength: High return on equity: 36%Strength: Raised its dividend (0.3% yield)+ MSFT Microsoft Corp Software $532.62 +1.57% 44 Mixed Selling $4.0M(planned) ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 29%Strength: Raised its dividend (0.6% yield)+ CI Cigna Group Hospital & Medical Service Plans $305.89 -0.33% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.0% yield)+ NVDA Nvidia Corp Semiconductors $215.99 +2.36% No trades None ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 66% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 102%Strength: Raised its dividend (0.0% yield)+ META Meta Platforms, Inc. Internet and software services $630.43 -1.84% 43 Mixed Selling $4.6M(planned) ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 22% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 30%Strength: Raised its dividend (0.3% yield)+ JPM Jpmorgan Chase & Co Banks $334.12 +0.78% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 8.5% in 3 yearsStrength: Raised its dividend (1.7% yield)+ HD Home Depot, Inc. Lumber & Other Building Materials Dealers $319.37 -0.09% No trades None ■ Steady+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: High return on equity: 146%Strength: Raised its dividend (2.9% yield)Warning: High debt: 3.86x equity+ KR Kroger Co Grocery Stores $66.78 -0.01% No trades None ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 9.9% in 3 yearsStrength: Raised its dividend (2.1% yield)Warning: High debt: 2.68x equity+ VZ Verizon Communications Inc Telecom $43.11 -3.36% 47 Mixed Selling $198K(planned) ▲ Accumulating+3.1% Strength: Raised its dividend (6.3% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ CMCSA Comcast Corp Cable & Other Pay Television Services $22.07 -2.78% No trades None ■ Steady+3.8% Strength: Raised its dividend (6.0% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 16% in 3 yearsStrength: High return on equity: 22%+ BAC Bank of America Corp Banks $50.55 -0.02% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (2.1% yield)+ TGT Target Corp Variety Stores $148.53 -2.75% No trades None ▲ Accumulating+2.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 24%+ FDX Fedex Corp Air Courier Services $300.52 +0.58% No trades None ■ Steady+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.6% in 3 yearsStrength: Raised its dividend (1.9% yield)+ JNJ Johnson & Johnson Drugmakers $266.37 +0.95% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 8.8% in 3 yearsStrength: High return on equity: 35%Strength: Raised its dividend (1.9% yield)+ PEP Pepsico Inc Beverages $135.47 -0.21% 62 Buying Buying $19.6M ■ Steady+5.7% Strength: Raised its dividend (4.2% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 43%+ UPS United Parcel Service Inc Trucking & Courier Services $100.23 -0.82% No trades None ▲ Accumulating+6.4% Strength: Raised its dividend (6.5% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 34%+ TMUS T-Mobile US, Inc. Radiotelephone Communications $146.91 +0.23% No trades None ■ Steady+5.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 9.9% in 3 yearsStrength: Raised its dividend (2.6% yield)+ PGR Progressive Corp Property and casualty insurance $229.28 +0.52% 46 Mixed Selling $274K(planned) ■ Steady-0.3% Strength: Raised its dividend (6.1% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 16% last yearStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 40%+ LOW Lowes Companies Inc Lumber & Other Building Materials Dealers $198.22 -0.25% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Raised its dividend (2.4% yield)+ SYY Sysco Corp Groceries & Related Products $82.15 +0.95% No trades None ▲ Accumulating+3.3% Strength: Profitable every year for 9 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 6.5% in 3 yearsStrength: High return on equity: 82%Strength: Raised its dividend (2.6% yield)Warning: High debt: 5.45x equity+ PG Procter & Gamble Co Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics $159.96 -0.72% 18 Heavy selling Selling $8.3M ■ Steady+2.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.5% yield)+ WFC Wells Fargo & Company Banks $82.65 +0.32% No trades None ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 16% in 3 years+1 more Strength: Raised its dividend (2.1% yield)+ ADM Archer-Daniels-Midland Co Fats & Oils $79.02 -1.41% No trades None ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.6% yield)+ MET Metlife Inc Life Insurance $100.05 +1.27% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 17% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.2% yield)+ HCA HCA Healthcare, Inc. General Medical & Surgical Hospitals $464.90 -0.93% No trades None ■ Steady+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: Raised its dividend (0.6% yield)+ LMT Lockheed Martin Corp Guided Missiles & Space Vehicles & Parts $635.37 +5.12% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 77%Strength: Raised its dividend (2.1% yield)Warning: High debt: 3.23x equity+ AXP American Express Co Finance Services $315.16 +0.65% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.4% in 3 yearsStrength: High return on equity: 34%Strength: Raised its dividend (1.0% yield)+ MS Morgan Stanley Security Brokers, Dealers & Flotation Companies $183.51 +2.24% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+4 more Strength: Sales growth speeding upStrength: Buying back shares: share count down 7.1% in 3 yearsStrength: Raised its dividend (2.1% yield)Warning: High debt: 3.06x equity+ BG Bunge Global SA Fats & Oils $102.21 -0.93% No trades None ■ Steady+1.0% Strength: ProfitableStrength: Sales up 32% last year+1 more Strength: Raised its dividend (2.7% yield)+ ACN Accenture plc Business Services $247.27 -0.86% 26 Selling Selling $2.0M ■ Steady-1.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 26%Strength: Raised its dividend (2.4% yield)+ IBM International Business Machines Corp Computer & Office Equipment $253.42 -0.04% No trades None ▲ Accumulating+3.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 35%Strength: Raised its dividend (2.6% yield)+ ORCL Oracle Corp Software $126.07 -0.02% 79 Buying Buying $3.5M ▲ Accumulating+7.4% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+3 more Strength: Sales growth speeding upStrength: High return on equity: 78%Strength: Raised its dividend (1.6% yield)+ MRK Merck & Co., Inc. Drugmakers $140.61 -3.21% No trades None ▲ Accumulating+2.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 37%Strength: Raised its dividend (2.3% yield)+ PFE Pfizer Inc Drugmakers $29.79 -0.77% No trades None ■ Steady+2.1% Strength: Raised its dividend (5.8% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ SNX TD Synnex Corp Computers & Peripheral Equipment & Software $250.50 +1.29% 25 Selling Selling $3.1M ■ Steady+0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (0.7% yield)+ ABBV AbbVie Inc. Drugmakers $286.79 +0.40% No trades None ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.3% yield)+ TJX TJX Companies Inc Family Clothing Stores $143.70 -0.90% No trades None ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 4.2% in 3 yearsStrength: Little debtStrength: High return on equity: 59%Strength: Raised its dividend (1.2% yield)+ CB Chubb Ltd Property and casualty insurance $356.74 +0.46% No trades None ■ Steady-0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.2% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ GS Goldman Sachs Group Inc Security Brokers, Dealers & Flotation Companies $893.34 +2.04% 37 Selling Selling $223K ■ Steady+0.3% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (1.6% yield)+ CSCO Cisco Systems, Inc. Computer Communications Equipment $110.25 +3.53% No trades None ■ Steady+5.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.6% in 3 yearsStrength: High return on equity: 22%Strength: Raised its dividend (1.5% yield)+ HPQ HP Inc Computer & Office Equipment $34.12 +1.40% 45 Mixed Selling $1.0M(planned) ■ Steady+1.0% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.2% in 3 years+ KO Coca Cola Co Beverages $92.70 -0.01% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 46%Strength: Raised its dividend (2.2% yield)+ NKE Nike, Inc. Rubber & Plastics Footwear $37.91 +1.58% No trades None ■ Steady+2.3% Strength: Raised its dividend (4.3% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.7% in 3 yearsStrength: High return on equity: 22%+ DE Deere & Co Farm Machinery & Equipment $641.30 -0.75% No trades None ▲ Accumulating+4.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+5 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Little debtStrength: High return on equity: 21%Strength: Raised its dividend (1.0% yield)Warning: Revenue down 11.7% from the year before+ TMO Thermo Fisher Scientific Inc. Measuring & Controlling Devices $684.83 +1.63% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.1% in 3 yearsStrength: Raised its dividend (0.3% yield)+ ABT Abbott Laboratories Drugmakers $104.91 +1.17% No trades None ■ Steady+0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (2.3% yield)+ MGA Magna International Inc Motor Vehicle Parts & Accessories $63.97 +0.02% No trades None ▼ Distributing-2.2% Strength: Raised its dividend (3.0% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 years+ NOC Northrop Grumman Corp Search, Detection, Navigation, Guidance, Aeronautical Sys $565.62 +2.56% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.6% in 3 yearsStrength: High return on equity: 26%Strength: Raised its dividend (1.6% yield)+ BBY Best Buy Co Inc Radio, Tv & Consumer Electronics Stores $97.96 -1.89% No trades None ■ Steady0.0% Strength: Raised its dividend (3.9% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.0% in 3 yearsStrength: High return on equity: 37%+ PM Philip Morris International Inc. Cigarettes $201.89 +1.20% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.8% yield)+ V Visa Inc. Business Services $404.23 -0.92% 44 Mixed Selling $2.1M(planned) ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.1% yield)+ MDLZ Mondelez International, Inc. Food and Kindred Products $63.00 -1.24% No trades None ■ Steady+3.3% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.3% in 3 years+ LAD Lithia Motors Inc Auto Dealers & Gasoline Stations $286.62 -2.97% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 10% in 3 yearsStrength: Raised its dividend (0.8% yield)+ CRH CRH Public Ltd Co Cement, Hydraulic $85.43 +0.62% No trades None No 13F data Strength: Profitable every year for 8 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Raised its dividend (1.7% yield)+ HON Honeywell International Inc Aircraft Engines & Engine Parts $219.19 -0.89% 28 Selling Selling $2.1M ▼ Distributing-50.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.9% in 3 yearsStrength: High return on equity: 29%Strength: Raised its dividend (2.1% yield)Warning: High debt: 2.06x equity+ SBUX Starbucks Corp Eating & Drinking Places $102.71 +1.88% 47 Mixed Selling $214K(planned) ■ Steady+5.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.4% yield)+ AMGN Amgen Inc Biotech $444.73 +1.25% No trades None ▲ Accumulating+4.5% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 106%Strength: Raised its dividend (2.2% yield)Warning: High debt: 6.31x equity+ MDT Medtronic plc Electromedical & Electrotherapeutic Apparatus $94.79 -0.64% 43 Mixed Selling $5.8M(planned) ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Raised its dividend (3.0% yield)+ DHI Horton D R Inc Operative Builders $146.50 -0.64% No trades None ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ LIN Linde PLC Industrial Inorganic Chemicals $507.57 -0.23% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.3% in 3 yearsStrength: Raised its dividend (1.2% yield)+ CMI Cummins Inc Engines & Turbines $521.91 +0.92% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 26%Strength: Raised its dividend (1.5% yield)+ OKE Oneok Inc Natural Gas Transmisison & Distribution $96.36 +0.56% No trades None ▲ Accumulating+5.5% Strength: Raised its dividend (4.3% yield)Strength: Profitable every year for 10 years+5 more Strength: Sales up 55% last yearStrength: Sales growth speeding upStrength: Brings in more cash than it spendsWarning: Share count growing 11.8% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ MA Mastercard Inc Business Services $613.84 -1.53% 44 Mixed Selling $3.1M(planned) ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Sales up 16% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.7% in 3 yearsStrength: Raised its dividend (0.5% yield)Warning: High debt: 2.46x equity+ NUE Nucor Corp Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) $257.37 -0.29% No trades None ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 12% in 3 years+2 more Strength: Little debtStrength: Raised its dividend (0.9% yield)+ PAG Penske Automotive Group, Inc. Auto Dealers & Gasoline Stations $212.09 -0.11% No trades None ■ Steady-0.4% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (2.4% yield)+ DUK Duke Energy Corp Electric & Other Services Combined $124.47 -0.41% No trades None ■ Steady+0.8% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+ SO Southern Co Electric Services $92.56 -0.37% 50 Mixed Selling $8K(planned) ▲ Accumulating+5.8% Strength: Raised its dividend (3.2% yield)Strength: Profitable every year for 10 years+1 more Strength: Sales up 10% last year+ GILD Gilead Sciences, Inc. Biotech $158.68 +1.67% 44 Mixed Selling $3.2M(planned) ▲ Accumulating+4.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 41%Strength: Raised its dividend (2.0% yield)+ USB US Bancorp \de\ Banks $59.71 +0.22% No trades None ▲ Accumulating+2.7% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales growth speeding upStrength: Brings in more cash than it spends+ PWR Quanta Services, Inc. Electrical Work $564.04 +3.28% No trades None ■ Steady-1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.1% yield)+ AMAT Applied Materials Inc Semiconductors $387.51 +2.73% 35 Selling Selling $395K ▲ Accumulating+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 7.9% in 3 yearsStrength: Little debtStrength: High return on equity: 35%Strength: Raised its dividend (0.5% yield)+ ETN Eaton Corp plc Misc Industrial & Commercial Machinery & Equipment $371.88 +1.60% No trades None ▲ Accumulating+2.0% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 22%Strength: Raised its dividend (1.1% yield)+ MRSH Marsh & McLennan Companies, Inc. Insurance Agents, Brokers & Service $194.78 -1.39% 45 Mixed Selling $1.1M(planned) ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.8% yield)+ BKNG Booking Holdings Inc. Transportation Services $153.12 -1.72% 47 Mixed Selling $245K(planned) ■ Newly heldStrength: Raised its dividend (6.3% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 13% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 19% in 3 years+ MCD McDonalds Corp Restaurants $250.83 +0.94% No trades None ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Raised its dividend (2.9% yield)+ NEE Nextera Energy Inc Electric Services $82.03 -0.09% No trades None ▲ Accumulating+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.8% yield)+ WM Waste Management Inc Refuse Systems $241.08 +0.71% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 30%Strength: Raised its dividend (1.4% yield)Warning: High debt: 2.22x equity+ UNP Union Pacific Corp Railroads, Line-Haul Operating $296.93 +1.40% No trades None ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.5% in 3 yearsStrength: High return on equity: 40%Strength: Raised its dividend (1.8% yield)+ EXC Exelon Corp Electric & Other Services Combined $44.55 +0.25% No trades None ▲ Accumulating+5.6% Strength: Raised its dividend (3.6% yield)Strength: Profitable every year for 10 years+ BLK BlackRock, Inc. Security Brokers, Dealers & Flotation Companies $1,127.81 +0.88% No trades None ▲ Accumulating+2.4% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 19% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ SCHW Schwab Charles Corp Security Brokers, Dealers & Flotation Companies $89.75 -0.93% 46 Mixed Selling $489K(planned) ■ Steady+2.2% Strength: Profitable every year for 10 yearsStrength: Sales up 22% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.5% in 3 yearsStrength: Raised its dividend (1.2% yield)+ RGA Reinsurance Group of America Inc Life Insurance $265.25 +0.52% No trades None ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.4% yield)+ SHW Sherwin Williams Co Building Materials, Hardware, Garden Supply $335.16 -0.57% No trades None ■ Steady+3.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.6% in 3 yearsStrength: High return on equity: 59%Strength: Raised its dividend (0.9% yield)Warning: High debt: 2.37x equity+ LRCX Lam Research Corp Special Industry Machinery $237.46 +3.19% 43 Mixed Selling $7.1M(planned) ▲ Accumulating+6.2% Strength: Profitable every year for 8 yearsStrength: Sales up 26% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.2% in 3 yearsStrength: High return on equity: 77%Strength: Raised its dividend (0.4% yield)+ PNC PNC Financial Services Group, Inc. Banks $225.87 +0.65% No trades None ▲ Accumulating+2.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.9% in 3 yearsStrength: Raised its dividend (2.9% yield)+ APH Amphenol Corp Electronic Connectors $75.28 +1.63% No trades None ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Sales up 52% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 37%Strength: Raised its dividend (1.0% yield)+ ROST Ross Stores, Inc. Family Clothing Stores $234.10 +2.08% No trades None ▲ Accumulating+4.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 6.0% in 3 yearsStrength: Little debtStrength: High return on equity: 37%Strength: Raised its dividend (0.7% yield)+ GPI Group 1 Automotive Inc Auto Dealers & Gasoline Stations $244.25 -0.22% 82 Strong buying Buying $90.5M ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 15% in 3 yearsStrength: Raised its dividend (0.8% yield)+ CDW CDW Corp Catalog & Mail-Order Houses $163.18 -1.14% No trades None ■ Steady+7.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 3.6% in 3 yearsStrength: High return on equity: 43%Strength: Raised its dividend (1.5% yield)Warning: High debt: 2.16x equity+ AEP American Electric Power Co Inc Electric Services $129.23 -0.35% No trades None ▲ Accumulating+13.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.9% yield)+ BDX Becton Dickinson & Co Surgical & Medical Instruments & Apparatus $196.39 -1.24% 49 Mixed Selling $29K(planned) ■ Steady+5.8% Strength: Profitable every year for 10 yearsStrength: Raised its dividend (2.1% yield)+ TT Trane Technologies plc Auto Controls for Regulating Residential & Comml Environments $454.97 +2.30% 43 Mixed Selling $23.1M(planned) No 13F data Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.3% in 3 yearsStrength: High return on equity: 36%Strength: Raised its dividend (0.8% yield)+ CTSH Cognizant Technology Solutions Corp Software services $69.34 -1.72% 50 Mixed Selling $8K(planned) ■ Steady+7.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ GEHC Ge HealthCare Technologies Inc. X-Ray Apparatus & Tubes & Related Irradiation Apparatus $71.99 +0.76% No trades None ■ Steady+1.6% Strength: ProfitableStrength: High return on equity: 22%+1 more Strength: Raised its dividend (0.2% yield)+ ADP Automatic Data Processing Inc Data processing and cloud $301.16 -1.01% No trades None ▲ Accumulating+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 71%Strength: Raised its dividend (2.0% yield)+ BNY Bank of New York Mellon Corp Banks $147.17 +1.31% 46 Mixed Selling $524K(planned) ▲ Accumulating+2.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (1.4% yield)+ PH Parker-Hannifin Corp Miscellaneous Fabricated Metal Products $904.64 +2.77% No trades None ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 26%Strength: Raised its dividend (0.7% yield)+ MUSA Murphy USA Inc. Auto Dealers & Gasoline Stations $539.14 +0.91% No trades None ■ Steady-1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: High return on equity: 64%Strength: Raised its dividend (0.4% yield)Warning: High debt: 3.47x equity+ RSG Republic Services, Inc. Refuse Systems $241.31 +0.40% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.0% yield)+ INTU Intuit Inc. Software $339.94 -1.00% No trades None ■ Steady+4.5% Strength: Profitable every year for 10 yearsStrength: Sales up 16% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 21%Strength: Raised its dividend (1.2% yield)+ STLD Steel Dynamics Inc Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) $237.73 -1.63% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 20% in 3 yearsStrength: Raised its dividend (0.8% yield)+ GWW W.W. Grainger, Inc. Durable Goods $1,357.92 +0.61% No trades None ▲ Accumulating+2.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 6.1% in 3 yearsStrength: High return on equity: 48%Strength: Raised its dividend (0.7% yield)+ TXN Texas Instruments Inc Semiconductors $298.05 +4.61% No trades None ▲ Accumulating+3.9% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 30%Strength: Raised its dividend (1.8% yield)+ EG Everest Group, Ltd. Property and casualty insurance $397.57 -0.26% No trades None ▲ Accumulating+6.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (2.0% yield)+ PHM Pultegroup Inc Operative Builders $121.31 +0.14% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.8% yield)+ DKS Dick'S Sporting Goods, Inc. Miscellaneous Shopping Goods Stores $144.45 -0.16% 80 Strong buying Buying $500K ▲ Accumulating+5.5% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 28% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 years+ AON Aon plc Insurance Agents, Brokers & Service $302.10 -0.44% No trades None ■ Steady-62.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 48%Strength: Raised its dividend (1.0% yield)+ LDOS Leidos Holdings, Inc. IT systems design $139.84 +2.75% No trades None ■ Steady-0.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: High return on equity: 31%Strength: Raised its dividend (1.2% yield)+ AFL Aflac Inc Accident & Health Insurance $120.92 +0.34% 43 Mixed Selling $38.9M(planned) ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.9% yield)+ EME Emcor Group, Inc. Electrical Work $665.89 +2.85% No trades None ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 10% in 3 yearsStrength: Little debtStrength: High return on equity: 39%Strength: Raised its dividend (0.2% yield)+ KMI Kinder Morgan, Inc. Natural Gas Transmission $33.94 -1.45% 48 Mixed Selling $52K(planned) ▲ Accumulating+3.7% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales up 12% last yearStrength: Brings in more cash than it spends+ KDP Keurig Dr Pepper Inc. Beverages $34.98 +0.87% No trades None ▲ Accumulating+13.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 4.6% in 3 yearsStrength: Raised its dividend (2.6% yield)+ KMB Kimberly Clark Corp Converted Paper & Paperboard Prods $109.65 -0.45% No trades None ▲ Accumulating+9.1% Strength: Raised its dividend (4.6% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 173%Warning: High debt: 4.31x equity+ CHRW C. H. Robinson Worldwide, Inc. Arrangement of Transportation of Freight & Cargo $140.09 -0.72% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.4% in 3 yearsStrength: High return on equity: 33%Strength: Raised its dividend (1.8% yield)+ URI United Rentals, Inc. Equipment Rental & Leasing $1,122.68 +2.14% No trades None ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.7% in 3 yearsStrength: High return on equity: 28%Strength: Raised its dividend (0.6% yield)+ ITW Illinois Tool Works Inc General Industrial Machinery & Equipment $276.15 +0.13% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 5.9% in 3 yearsStrength: Raised its dividend (2.3% yield)+ RJF Raymond James Financial Inc Security Brokers, Dealers & Flotation Companies $158.04 +0.20% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.0% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.3% yield)+ PPG PPG Industries Inc Paints, Varnishes, Lacquers, Enamels & Allied Prods $109.88 -0.68% No trades None ▲ Accumulating+2.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.3% in 3 yearsStrength: High return on equity: 21%Strength: Raised its dividend (2.5% yield)+ PFG Principal Financial Group Inc Accident & Health Insurance $110.16 +1.44% No trades None ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (2.8% yield)+ TSCO Tractor Supply Co Building Materials, Hardware, Garden Supply $32.53 -2.63% No trades None ■ Steady+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.1% in 3 yearsStrength: Little debtStrength: High return on equity: 45%Strength: Raised its dividend (2.8% yield)+ SPGI S&P Global Inc. Consumer Credit Reporting, Collection Agencies $450.44 +0.04% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 4.2% in 3 yearsStrength: Raised its dividend (0.9% yield)+ KVUE Kenvue Inc. Perfumes, Cosmetics & Other Toilet Preparations $19.50 -0.31% No trades None ▲ Accumulating+3.9% Strength: Raised its dividend (4.2% yield)Strength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ AMCR Amcor plc Miscellaneous Manufacturing Industries $46.19 +0.17% No trades None No 13F data Strength: Raised its dividend (5.5% yield)Strength: Profitable every year for 9 years+3 more Strength: Sales up 10% last yearStrength: Brings in more cash than it spendsStrength: Little debt+ CNA CNA Financial Corp Property and casualty insurance $48.51 +0.23% No trades None ■ Steady+0.9% Strength: Raised its dividend (7.9% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ WRB Berkley W R Corp Property and casualty insurance $73.78 +0.63% No trades None ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.5% yield)+ BX Blackstone Inc. Investment Advice $119.07 +0.92% 14 Heavy selling Selling $20.9M ▲ Accumulating+3.3% Strength: Raised its dividend (3.9% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 36%+ FNF Fidelity National Financial, Inc. Title Insurance $39.95 -1.19% No trades None ■ Steady+6.3% Strength: Raised its dividend (5.1% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ OTIS Otis Worldwide Corp Electronic & Other Electrical Equipment $75.26 +0.15% No trades None ■ Steady+3.7% Strength: Profitable every year for 8 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.6% in 3 yearsStrength: Raised its dividend (2.2% yield)+ BWA Borgwarner Inc Motor Vehicle Parts & Accessories $55.11 +0.33% No trades None ▲ Accumulating+4.1% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 8.6% in 3 years+1 more Strength: Raised its dividend (1.0% yield)+ RS Reliance, Inc. Metals Service Centers & of Fices $421.84 +1.47% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ CSX CSX Corp Railroads, Line-Haul Operating $51.32 +1.02% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: Raised its dividend (1.0% yield)+ STT State Street Corp Banks $169.96 +1.25% 44 Mixed Selling $2.4M(planned) ■ Steady-1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 22% in 3 yearsStrength: Raised its dividend (1.9% yield)+ AJG Arthur J. Gallagher & Co. Insurance Agents, Brokers & Service $266.73 -0.50% No trades None ▲ Accumulating+3.7% Strength: Profitable every year for 10 yearsStrength: Sales up 21% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)+ SRE Sempra Gas & Other Services Combined $84.27 +0.21% No trades None ▲ Accumulating+2.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ SCCO Southern Copper Corp/ Metal Mining $186.06 +0.62% 50 Mixed None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 43%Strength: Raised its dividend+ UNM Unum Group Accident & Health Insurance $90.13 -0.11% No trades None ▲ Accumulating+12.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.0% yield)+ AIZ Assurant, Inc. Insurance Carriers $287.10 +0.84% No trades None ▲ Accumulating+3.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.7% in 3 yearsStrength: Raised its dividend (1.1% yield)+ ICE Intercontinental Exchange, Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $160.03 -1.62% No trades None ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.2% yield)+ HII Huntington Ingalls Industries, Inc. Ship & Boat Building & Repairing $281.16 +2.58% No trades None ■ Steady-0.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.9% yield)+ KLAC Kla Corp Optical Instruments & Lenses $149.22 +2.51% No trades None ■ SteadyStrength: Profitable every year for 10 yearsStrength: Sales up 24% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 90%Strength: Raised its dividend (0.5% yield)+ HRL Hormel Foods Corp Meat Packing Plants $20.96 -0.43% 70 Buying Buying $201K ▼ Distributing-3.8% Strength: Raised its dividend (5.5% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ YUMC Yum China Holdings, Inc. Restaurants $45.53 +2.20% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: No debt reportedStrength: Raised its dividend (2.1% yield)+ CTAS Cintas Corp Men'S & Boys' Furnishgs, Work Clothg, & Allied Garments $225.94 +0.84% No trades None ■ Steady+6.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 46%Strength: Raised its dividend (0.8% yield)+ BAH Booz Allen Hamilton Holding Corp Management Consulting Services $83.38 +6.45% No trades None ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 7.8% in 3 yearsStrength: High return on equity: 76%Strength: Raised its dividend (2.7% yield)Warning: High debt: 3.84x equity+ WAB Westinghouse Air Brake Technologies Corp Railroad Equipment $277.77 +2.01% 46 Mixed Selling $635K(planned) ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.4% in 3 yearsStrength: Raised its dividend (0.4% yield)+ EXPD Expeditors International of Washington Inc Arrangement of Transportation of Freight & Cargo $196.37 +0.08% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 17% in 3 yearsStrength: High return on equity: 35%Strength: Raised its dividend (0.8% yield)+ ADI Analog Devices Inc Semiconductors $407.95 +4.31% 21 Selling Selling $9.9M ▲ Accumulating+4.3% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.1% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.0% yield)+ ANDE Andersons, Inc. Farm Product Raw Materials $64.54 -0.51% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Raised its dividend (1.2% yield)+ TOL Toll Brothers, Inc. Operative Builders $140.37 +0.37% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 15% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.7% yield)+ WELL Welltower Inc. REIT (real estate trust) $240.64 +1.42% No trades None ▲ Accumulating+5.1% Strength: Profitable every year for 10 yearsStrength: Sales up 36% last year+4 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.2% yield)Warning: Share count growing 13.5% a year (dilution)Warning: 1 offering filing in 6 months (may sell new shares)+ JEF Jefferies Financial Group Inc. Security Brokers, Dealers & Flotation Companies $45.43 +1.45% No trades None ■ Steady-1.1% Strength: Raised its dividend (3.5% yield)Strength: Profitable every year for 10 years+1 more Strength: Buying back shares: share count down 13% in 3 years+ ALV Autoliv Inc Motor Vehicle Parts & Accessories $115.38 +0.58% No trades None ▲ Accumulating+4.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 30%Strength: Raised its dividend (2.7% yield)+ AMT American Tower Corp REIT (real estate trust) $188.42 -0.28% 58 Mixed Buying $64K ▲ Accumulating+2.0% Strength: Raised its dividend (3.6% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 75%Warning: High debt: 9.16x equity+ OSK Oshkosh Corp Automakers $133.27 +1.23% No trades None ▲ Accumulating+4.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (1.5% yield)+ CPB Campbell'S Co Food and Kindred Products $20.64 -0.39% No trades None ■ Steady+1.0% Strength: Raised its dividend (7.5% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ WEC WEC Energy Group, Inc. Electric & Other Services Combined $111.14 +0.04% No trades None ■ Steady+0.8% Strength: Raised its dividend (3.2% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales up 14% last yearStrength: Brings in more cash than it spends+ THO Thor Industries Inc Motor Homes $70.16 +0.10% No trades None ■ Steady+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.9% yield)+ FCNCA First Citizens Bancshares Inc Banks $2,343.88 -1.39% No trades None ▼ Distributing-3.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Raised its dividend (0.3% yield)+ ZTS Zoetis Inc. Drugmakers $80.96 -0.05% No trades None ▼ Distributing-2.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.6% in 3 yearsStrength: High return on equity: 65%Strength: Raised its dividend (2.5% yield)Warning: High debt: 2.65x equity+ WCN Waste Connections, Inc. Refuse Systems $186.63 +0.05% No trades None ■ Steady+1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (0.7% yield)+ QSR Restaurant Brands International Inc. Restaurants $74.45 -1.19% No trades None ▲ Accumulating+15.2% Strength: Raised its dividend (3.3% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 12% last yearStrength: Brings in more cash than it spendsStrength: High return on equity: 32%Warning: High debt: 3.65x equity+ EQIX Equinix Inc REIT (real estate trust) $967.14 +1.29% No trades None ▲ Accumulating+3.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.9% yield)+ ORI Old Republic International Corp Surety Insurance $38.45 -1.16% No trades None ■ Steady+0.7% Strength: Raised its dividend (9.5% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 11% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 17% in 3 years+ XYL Xylem Inc. Pumps & Pumping Equipment $108.30 -0.41% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Little debtStrength: Raised its dividend (1.5% yield)Warning: Share count growing 10.5% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ AVY Avery Dennison Corp Converted Paper & Paperboard Prods $183.44 +0.87% No trades None ■ Steady+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.7% in 3 yearsStrength: High return on equity: 30%Strength: Raised its dividend (2.0% yield)+ AEE Ameren Corp Electric & Other Services Combined $108.08 +0.06% No trades None ▲ Accumulating+4.8% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+1 more Strength: Raised its dividend (2.6% yield)+ PLD Prologis, Inc. REIT (real estate trust) $126.28 -0.09% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.0% yield)Warning: Share count growing 5.6% a yearWarning: 1 offering filing in 6 months (may sell new shares)+ BEN Franklin Templeton Inc Investment Advice $31.00 -0.16% 25 Selling Selling $5.0M ■ Steady-5.4% Strength: Raised its dividend (4.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ EMN Eastman Chemical Co Plastic Materials, Synth Resins & Nonvulcan Elastomers $65.72 +1.20% No trades None ■ Steady-0.1% Strength: Raised its dividend (5.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.4% in 3 years+ ABM ABM Industries Inc To Dwellings & Other Buildings $54.03 +0.65% No trades None ▲ Accumulating+5.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 7.1% in 3 yearsStrength: Raised its dividend (2.0% yield)+ CMS CMS Energy Corp Electric & Other Services Combined $69.61 +0.03% No trades None ▲ Accumulating+6.2% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 14% last yearStrength: Brings in more cash than it spendsWarning: High debt: 2.05x equity+ ROK Rockwell Automation, Inc Measuring & Controlling Devices $429.61 +0.81% No trades None ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.1% in 3 yearsStrength: High return on equity: 24%Strength: Raised its dividend (1.2% yield)+ NDAQ Nasdaq, Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $104.72 +2.09% 27 Selling Selling $1.7M ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)Warning: Share count growing 5.1% a year+ CFG Citizens Financial Group Inc Banks $65.36 +0.32% No trades None ▲ Accumulating+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.6% in 3 yearsStrength: Raised its dividend (2.6% yield)+ YUM YUM Brands Inc Restaurants $149.43 -0.17% 48 Mixed Selling $73K(planned) ■ Steady+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.1% in 3 yearsStrength: Raised its dividend (1.9% yield)+ FAST Fastenal Co Building Materials, Hardware, Garden Supply $52.48 +1.08% No trades None ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 33%Strength: Raised its dividend (1.7% yield)+ DOV Dover Corp Construction, Mining & Materials Handling Machinery & Equip $202.46 +1.62% No trades None ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 4.1% in 3 years+1 more Strength: Raised its dividend (1.0% yield)+ NTRS Northern Trust Corp Banks $169.63 +1.02% No trades None ■ Steady-0.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 8.0% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ VMC Vulcan Materials Co Mining & Quarrying of Nonmetallic Minerals $261.46 -0.09% No trades None ▲ Accumulating+3.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (0.7% yield)+ ROP Roper Technologies Inc Industrial Instruments for Measurement, Display, and Control $441.78 +0.84% 25 Selling Selling $5.2M ■ Steady+5.3% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.8% yield)+ WSM Williams Sonoma Inc Home Furniture, Furnishings & Equipment Stores $249.85 -1.04% 46 Mixed Selling $325K(planned) ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: High return on equity: 52%Strength: Raised its dividend (1.1% yield)+ CMC Commercial Metals Co Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) $62.42 -0.54% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.8% in 3 yearsStrength: Raised its dividend (1.2% yield)+ MCO Moodys Corp Consumer Credit Reporting, Collection Agencies $484.55 +0.26% 46 Mixed Selling $420K(planned) ■ Steady-1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 65%Strength: Raised its dividend (0.8% yield)+ PRIM Primoris Services Corp Water, Sewer, Pipeline, Comm & Power Line Construction $66.50 +2.31% 50 Mixed Buying $2K ■ Steady-0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 19% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.5% yield)+ MAS Masco Corp Heating Equip, Except Elec & Warm Air; & Plumbing Fixtures $75.51 -0.67% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 9.5% in 3 yearsStrength: Raised its dividend (1.6% yield)+ SGI Somnigroup International Inc. Household Furniture $62.15 -3.93% No trades None ▲ Accumulating+6.1% Strength: Profitable every year for 10 yearsStrength: Sales up 52% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)Warning: Share count growing 5.1% a year+ KNX Knight-Swift Transportation Holdings Inc. Trucking $60.44 -1.23% No trades None ▲ Accumulating+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (1.2% yield)+ FAF First American Financial Corp Title Insurance $64.00 -1.04% No trades None ▲ Accumulating+3.9% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 22% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.4% in 3 years+ RUSHA Rush Enterprises Inc \TX\ Auto Dealers & Gasoline Stations $45.40 +1.02% No trades None ▲ Accumulating+3.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.6% yield)+ TROW Price T Rowe Group Inc Investment Advice $103.55 -0.60% No trades None ▲ Accumulating+2.3% Strength: Raised its dividend (4.9% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 yearsStrength: No debt reported+ WSO Watsco Inc Hardware & Plumbing & Heating Equipment & Supplies $305.31 -5.41% No trades None ■ Steady-0.4% Strength: Raised its dividend (3.8% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%+ CLX Clorox Co Specialty Cleaning, Polishing and Sanitation Preparations $86.80 +0.47% No trades None ▲ Accumulating+4.7% Strength: Raised its dividend (5.6% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ A Agilent Technologies, Inc. Laboratory Analytical Instruments $175.94 +1.67% No trades None ▲ Accumulating+3.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.0% in 3 yearsStrength: High return on equity: 20%Strength: Raised its dividend (0.6% yield)+ IRM Iron Mountain Inc REIT (real estate trust) $113.06 +2.82% 43 Mixed Selling $4.8M(planned) ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+1 more Strength: Raised its dividend (2.8% yield)+ BR Broadridge Financial Solutions, Inc. Business Services $181.09 -1.20% 35 Selling Selling $400K ■ Steady-1.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 33%Strength: Raised its dividend (1.9% yield)+ MKC McCormick & Co Inc Miscellaneous Food Preparations & Kindred Products $47.99 -0.27% 64 Buying Buying $45K ■ Steady+4.4% Strength: Raised its dividend (3.8% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ LW Lamb Weston Holdings, Inc. Canned, Frozen & Preservd Fruit, Veg & Food Specialties $53.70 -0.26% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.2% in 3 yearsStrength: Raised its dividend (2.8% yield)Warning: High debt: 2.15x equity+