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44491 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 293405 604 SH SOLE 118 0 486 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1423792 2931 SH DFND 1 2931 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 161098 1494 SH SOLE 463 0 1031 BJS WHSL CLUB HLDGS INC COM 05550J101 672859 6240 SH DFND 1 6240 0 0 BLACKROCK INC COM 09290D101 2041841 1946 SH SOLE 1946 0 0 BOEING CO COM 097023105 943094 4501 SH SOLE 3804 0 697 BOEING CO COM 097023105 888198 4239 SH DFND 1 4239 0 0 BP PLC SPONSORED ADR 055622104 467177 15609 SH SOLE 15609 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2281588 49289 SH SOLE 42344 0 6945 BRISTOL-MYERS SQUIBB CO COM 110122108 1876134 40530 SH DFND 1 40530 0 0 BROADCOM INC COM 11135F101 9325791 33832 SH SOLE 32822 0 1010 BROADCOM INC COM 11135F101 1694972 6149 SH DFND 1 6149 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 59278 508 SH SOLE 97 0 411 BUILDERS FIRSTSOURCE INC COM 12008R107 289975 2485 SH DFND 1 2485 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 83957 875 SH SOLE 161 0 714 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 383224 3994 SH DFND 1 3994 0 0 CACI INTL INC CL A 127190304 124896 262 SH SOLE 51 0 211 CACI INTL INC CL A 127190304 611129 1282 SH DFND 1 1282 0 0 CATERPILLAR INC COM 149123101 3224472 8306 SH SOLE 7334 0 972 CATERPILLAR INC COM 149123101 2204645 5679 SH DFND 1 5679 0 0 CBRE GROUP INC CL A 12504L109 1785829 12745 SH SOLE 12745 0 0 CENTENE CORP DEL COM 15135B101 91082 1678 SH SOLE 327 0 1351 CENTENE CORP DEL COM 15135B101 428215 7889 SH DFND 1 7889 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 168020 411 SH SOLE 80 0 331 CHARTER COMMUNICATIONS INC N CL A 16119P108 816394 1997 SH DFND 1 1997 0 0 CHEVRON CORP NEW COM 166764100 542833 3791 SH SOLE 3197 0 594 CHEVRON CORP NEW COM 166764100 496583 3468 SH DFND 1 3468 0 0 CHUBB LIMITED COM H1467J104 1186693 4096 SH SOLE 3342 0 754 CHUBB LIMITED COM H1467J104 1274478 4399 SH DFND 1 4399 0 0 THE CIGNA GROUP COM 125523100 2234059 6758 SH SOLE 5765 0 993 THE CIGNA GROUP COM 125523100 1986786 6010 SH DFND 1 6010 0 0 CISCO SYS INC COM 17275R102 3202165 46154 SH SOLE 46154 0 0 CITIGROUP INC COM NEW 172967424 739267 8685 SH SOLE 7071 0 1614 CITIGROUP INC COM NEW 172967424 832559 9781 SH DFND 1 9781 0 0 COCA COLA CO COM 191216100 4636531 65534 SH SOLE 60535 0 4999 COCA COLA CO COM 191216100 2063565 29167 SH DFND 1 29167 0 0 COCA COLA CONS INC COM 191098102 83850 751 SH SOLE 331 0 420 COCA COLA CONS INC COM 191098102 264610 2370 SH DFND 1 2370 0 0 COLGATE PALMOLIVE CO COM 194162103 1199698 13198 SH SOLE 13198 0 0 COMCAST CORP NEW CL A 20030N101 2135476 59834 SH SOLE 52642 0 7192 COMCAST CORP NEW CL A 20030N101 1554228 43548 SH DFND 1 43548 0 0 CONAGRA BRANDS INC COM 205887102 75350 3681 SH SOLE 675 0 3006 CONAGRA BRANDS INC COM 205887102 344101 16810 SH DFND 1 16810 0 0 CONOCOPHILLIPS COM 20825C104 851004 9483 SH SOLE 9483 0 0 COSTCO WHSL CORP NEW COM 22160K105 3127220 3159 SH SOLE 3159 0 0 CRH PLC ORD G25508105 128428 1399 SH SOLE 550 0 849 CRH PLC ORD G25508105 436234 4752 SH DFND 1 4752 0 0 CSX CORP COM 126408103 532456 16318 SH SOLE 16318 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 1404040 28549 SH SOLE 28549 0 0 DIGITAL RLTY TR INC COM 253868103 214252 1229 SH SOLE 1229 0 0 DISNEY WALT CO COM 254687106 141619 1142 SH SOLE 224 0 918 DISNEY WALT CO COM 254687106 694456 5600 SH DFND 1 5600 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 471646 3997 SH SOLE 3997 0 0 EATON CORP PLC SHS G29183103 393760 1103 SH SOLE 1103 0 0 EBAY INC. 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COM 46625H100 3989161 13760 SH SOLE 11201 0 2559 JPMORGAN CHASE & CO. COM 46625H100 4343142 14981 SH DFND 1 14981 0 0 KIMBERLY-CLARK CORP COM 494368103 290199 2251 SH SOLE 2251 0 0 ELI LILLY & CO COM 532457108 2007290 2575 SH SOLE 2575 0 0 LOCKHEED MARTIN CORP COM 539830109 300578 649 SH SOLE 649 0 0 MAPLEBEAR INC COM 565394103 91792 2029 SH SOLE 599 0 1430 MAPLEBEAR INC COM 565394103 393814 8705 SH DFND 1 8705 0 0 MASTEC INC COM 576323109 135492 795 SH SOLE 235 0 560 MASTEC INC COM 576323109 577587 3389 SH DFND 1 3389 0 0 MERCK & CO INC COM 58933Y105 1127001 14237 SH SOLE 14237 0 0 META PLATFORMS INC CL A 30303M102 12568197 17028 SH SOLE 16534 0 494 META PLATFORMS INC CL A 30303M102 2119056 2871 SH DFND 1 2871 0 0 METLIFE INC COM 59156R108 848270 10548 SH SOLE 10548 0 0 MGM RESORTS INTERNATIONAL COM 552953101 161461 4695 SH SOLE 916 0 3779 MGM RESORTS INTERNATIONAL COM 552953101 759641 22089 SH DFND 1 22089 0 0 MICROCHIP TECHNOLOGY INC. 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COM 595017104 505116 7178 SH DFND 1 7178 0 0 MICROSOFT CORP COM 594918104 19700918 39607 SH SOLE 39607 0 0 MORGAN STANLEY COM NEW 617446448 536958 3812 SH SOLE 3812 0 0 NETFLIX INC COM 64110L106 4155320 3103 SH SOLE 3103 0 0 NEXTERA ENERGY INC COM 65339F101 1703081 24533 SH SOLE 21890 0 2643 NEXTERA ENERGY INC COM 65339F101 1068721 15395 SH DFND 1 15395 0 0 NRG ENERGY INC COM NEW 629377508 2530580 15759 SH SOLE 13617 0 2142 NRG ENERGY INC COM NEW 629377508 1923909 11981 SH DFND 1 11981 0 0 NVIDIA CORPORATION COM 67066G104 17758234 112401 SH SOLE 112401 0 0 NXP SEMICONDUCTORS N V COM N6596X109 671420 3073 SH SOLE 3073 0 0 OCCIDENTAL PETE CORP COM 674599105 95993 2285 SH SOLE 446 0 1839 OCCIDENTAL PETE CORP COM 674599105 451313 10743 SH DFND 1 10743 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 1378077 37601 SH SOLE 35241 0 2360 OMEGA HEALTHCARE INVS INC COM 681936100 523765 14291 SH DFND 1 14291 0 0 ONEOK INC NEW COM 682680103 522595 6402 SH SOLE 6402 0 0 ORACLE CORP COM 68389X105 3777489 17278 SH SOLE 17278 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 821873 6029 SH SOLE 6029 0 0 PAYCHEX INC COM 704326107 241609 1661 SH SOLE 1661 0 0 PAYPAL HLDGS INC COM 70450Y103 141134 1899 SH SOLE 370 0 1529 PAYPAL HLDGS INC COM 70450Y103 661002 8894 SH DFND 1 8894 0 0 PFIZER INC COM 717081103 102366 4223 SH SOLE 824 0 3399 PFIZER INC COM 717081103 490763 20246 SH DFND 1 20246 0 0 PHILIP MORRIS INTL INC COM 718172109 1639534 9002 SH SOLE 9002 0 0 PNC FINL SVCS GROUP INC COM 693475105 558328 2995 SH SOLE 2995 0 0 PROGRESSIVE CORP COM 743315103 6711796 25151 SH SOLE 23650 0 1501 PROGRESSIVE CORP COM 743315103 2331823 8738 SH DFND 1 8738 0 0 PULTE GROUP INC COM 745867101 1795984 17030 SH SOLE 17030 0 0 QUALCOMM INC COM 747525103 684659 4299 SH SOLE 3741 0 558 QUALCOMM INC COM 747525103 531769 3339 SH DFND 1 3339 0 0 RTX CORPORATION COM 75513E101 257725 1765 SH SOLE 344 0 1421 RTX CORPORATION COM 75513E101 1203205 8240 SH DFND 1 8240 0 0 SALESFORCE INC COM 79466L302 1170113 4291 SH SOLE 4291 0 0 SCHWAB CHARLES CORP COM 808513105 853003 9349 SH SOLE 7849 0 1500 SCHWAB CHARLES CORP COM 808513105 766142 8397 SH DFND 1 8397 0 0 SERVICENOW INC COM 81762P102 1149393 1118 SH SOLE 1118 0 0 SILGAN HLDGS INC COM 827048109 84141 1553 SH SOLE 303 0 1250 SILGAN HLDGS INC COM 827048109 396381 7316 SH DFND 1 7316 0 0 STEEL DYNAMICS INC COM 858119100 692406 5409 SH SOLE 5409 0 0 SYNCHRONY FINANCIAL COM 87165B103 1858309 27844 SH SOLE 25492 0 2352 SYNCHRONY FINANCIAL COM 87165B103 877764 13152 SH DFND 1 13152 0 0 TARGET CORP COM 87612E106 224330 2274 SH SOLE 2274 0 0 TESLA INC COM 88160R101 4389108 13817 SH SOLE 13817 0 0 KROGER CO COM 501044101 307722 4290 SH SOLE 837 0 3453 KROGER CO COM 501044101 1475414 20569 SH DFND 1 20569 0 0 TJX COS INC NEW COM 872540109 1254288 10157 SH SOLE 9057 0 1100 TJX COS INC NEW COM 872540109 809106 6552 SH DFND 1 6552 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 655748 3604 SH SOLE 3604 0 0 T-MOBILE US INC COM 872590104 85774 360 SH SOLE 70 0 290 T-MOBILE US INC COM 872590104 404089 1696 SH DFND 1 1696 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 427993 5827 SH SOLE 5827 0 0 TRAVEL PLUS LEISURE CO COM 894164102 253973 4921 SH SOLE 4921 0 0 TRUIST FINL CORP COM 89832Q109 471471 10967 SH SOLE 10967 0 0 UBER TECHNOLOGIES INC COM 90353T100 1534878 16451 SH SOLE 16451 0 0 UGI CORP NEW COM 902681105 266194 7309 SH SOLE 2401 0 4908 UGI CORP NEW COM 902681105 1049442 28815 SH DFND 1 28815 0 0 ULTA BEAUTY INC COM 90384S303 841608 1799 SH SOLE 1491 0 308 ULTA BEAUTY INC COM 90384S303 806522 1724 SH DFND 1 1724 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2920975 9363 SH SOLE 8811 0 552 UNITEDHEALTH GROUP INC COM 91324P102 1047283 3357 SH DFND 1 3357 0 0 UNITED PARCEL SERVICE INC CL B 911312106 793489 7861 SH SOLE 7861 0 0 US BANCORP DEL COM NEW 902973304 252450 5579 SH SOLE 5579 0 0 US FOODS HLDG CORP COM 912008109 218554 2838 SH SOLE 878 0 1960 US FOODS HLDG CORP COM 912008109 883767 11476 SH DFND 1 11476 0 0 VALERO ENERGY CORP COM 91913Y100 271529 2020 SH SOLE 1608 0 412 VALERO ENERGY CORP COM 91913Y100 321398 2391 SH DFND 1 2391 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 410503 9487 SH SOLE 7471 0 2016 VERIZON COMMUNICATIONS INC COM 92343V104 509201 11768 SH DFND 1 11768 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 897714 6991 SH SOLE 6991 0 0 VICI PPTYS INC COM 925652109 419823 12878 SH SOLE 2531 0 10347 VICI PPTYS INC COM 925652109 2009431 61639 SH DFND 1 61639 0 0 VISA INC COM CL A 92826C839 6713285 18908 SH SOLE 18908 0 0 VISTRA CORP COM 92840M102 359324 1854 SH SOLE 1854 0 0 WELLS FARGO CO NEW COM 949746101 375522 4687 SH SOLE 935 0 3752 WELLS FARGO CO NEW COM 949746101 1829861 22839 SH DFND 1 22839 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 216316 2774 SH SOLE 541 0 2233 ZOOM COMMUNICATIONS INC CL A 98980L101 1015222 13019 SH DFND 1 13019 0 0