TELADOC HEALTH INC COMMON STOCK 87918A105 92760 12000 SH SOLE 0 0 12000 FIRST ACCEP CORP COMMON STOCK 318457108 199589 56429 SH SOLE 0 0 56429 MCKESSON CORP COMMON STOCK 58155Q103 202980 263 SH SOLE 0 0 263 TRX GOLD CORP F COMMON STOCK 87283P109 205346 329133 SH SOLE 0 0 329133 PVH CORP COMMON STOCK 693656100 221480 2644 SH SOLE 0 0 2644 CITIGROUP INC COMMON STOCK 172967424 227105 2237 SH SOLE 0 0 2237 BORGWARNER INC COMMON STOCK 099724106 233420 5310 SH SOLE 0 0 5310 BOEING CO COMMON STOCK 097023105 238924 1107 SH SOLE 0 0 1107 FORTINET INC COMMON STOCK 34959E109 240889 2865 SH SOLE 0 0 2865 THE TRADE DESK INC CLASS CLASS A COMMON STOCK 88339J105 256812 5240 SH SOLE 0 0 5240 DOW INC COMMON STOCK 260557103 275243 12004 SH SOLE 0 0 12004 FORD MTR CO DEL COMMON STOCK 345370860 284357 23776 SH SOLE 0 0 23776 ARAMARK COMMON STOCK 03852U106 303448 7902 SH SOLE 0 0 7902 OTIS WORLDWIDE CORP COMMON STOCK 68902V107 320130 3501 SH SOLE 0 0 3501 DUPONT DE NEMOURS INC COMMON STOCK 26614N102 337761 4336 SH SOLE 0 0 4336 SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS ADR 826197501 357371 2647 SH SOLE 0 0 2647 META PLATFORMS INC CLASS A COMMON STOCK 30303M102 368029 501 SH SOLE 0 0 501 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 386607 769 SH SOLE 0 0 769 GENERAL DYNAMICS CORP COMMON STOCK 369550108 393282 1153 SH SOLE 0 0 1153 HP INC COMMON STOCK 40434L105 426070 15647 SH SOLE 0 0 15647 JOHNSON CONTROLS INT F COMMON STOCK G51502105 436062 3966 SH SOLE 0 0 3966 CARRIER GLOBAL CORP COMMON STOCK 14448C104 455934 7637 SH SOLE 0 0 7637 TESLA INC COMMON STOCK 88160R101 478519 1076 SH SOLE 0 0 1076 CORTEVA INC COMMON STOCK 22052L104 495954 7333 SH SOLE 0 0 7333 HILLENBRAND INC COMMON STOCK 431571108 497497 18399 SH SOLE 0 0 18399 WALMART INC COMMON STOCK 931142103 577061 5599 SH SOLE 0 0 5599 GE VERNOVA INC COMMON STOCK 36828A101 617167 1004 SH SOLE 0 0 1004 AMERICAN ELEC PWR CO INC COMMON STOCK 025537101 648001 5760 SH SOLE 0 0 5760 GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 661767 2879 SH SOLE 0 0 2879 COSTCO WHSL CORP NEW COMMON STOCK 22160K105 701457 758 SH SOLE 0 0 758 US FOODS HLDG CORP COMMON STOCK 912008109 770108 10051 SH SOLE 0 0 10051 NVIDIA CORP COMMON STOCK 67066G104 880990 4722 SH SOLE 0 0 4722 MICROSOFT CORP COMMON STOCK 594918104 905252 1748 SH SOLE 0 0 1748 TESLA INC COMMON STOCK 88160R101 1058878 2381 SH SOLE 0 0 2381 GE AEROSPACE COMMON STOCK 369604301 1247607 4147 SH SOLE 0 0 4147 EXELON CORP COMMON STOCK 30161N101 2290451 50888 SH SOLE 0 0 50888 GENERAL MILLS INC COMMON STOCK 370334104 2920581 57925 SH SOLE 0 0 57925 PROCTER & GAMBLE CO COMMON STOCK 742718109 2955867 19238 SH SOLE 0 0 19238 EXXON MOBIL CORP COMMON STOCK 30231G102 3159679 28024 SH SOLE 0 0 28024 TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS ADR 874039100 3202339 11466 SH SOLE 0 0 11466 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 3227532 82356 SH SOLE 0 0 82356 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 3357002 74435 SH SOLE 0 0 74435 HUNTINGTON BANCSHARES IN COMMON STOCK 446150104 3442230 199318 SH SOLE 0 0 199318 ALLETE INC COMMON STOCK 018522300 3522566 53051 SH SOLE 0 0 53051 FORTINET INC COMMON STOCK 34959E109 3641000 43304 SH SOLE 0 0 43304 UNITED PARCEL SVC INC CLASS B COMMON STOCK 911312106 3885064 46511 SH SOLE 0 0 46511 ALPHABET INC CLASS C COMMON STOCK 02079K107 4575293 18786 SH SOLE 0 0 18786 AMEREN CORP COMMON STOCK 023608102 4665541 44698 SH SOLE 0 0 44698 DOMINION ENERGY INC COMMON STOCK 25746U109 4896176 80042 SH SOLE 0 0 80042 NIKE INC CLASS CLASS B COMMON STOCK 654106103 5059020 72552 SH SOLE 0 0 72552 ALTRIA GROUP INC COMMON STOCK 02209S103 5279441 79919 SH SOLE 0 0 79919 PNC FINL SERVICES COMMON STOCK 693475105 6996463 34820 SH SOLE 0 0 34820 KRAFT HEINZ CO COMMON STOCK 500754106 7367391 282926 SH SOLE 0 0 282926 FORD MTR CO DEL COMMON STOCK 345370860 9994571 835667 SH SOLE 0 0 835667 CVS HEALTH CORP COMMON STOCK 126650100 10889859 144447 SH SOLE 0 0 144447 DOW INC COMMON STOCK 260557103 11453370 499493 SH SOLE 0 0 499493 AMAZON.COM INC COMMON STOCK 023135106 13925788 63423 SH SOLE 0 0 63423 NVIDIA CORP COMMON STOCK 67066G104 15257411 81774 SH SOLE 0 0 81774 APPLE INC COMMON STOCK 037833100 20850801 81887 SH SOLE 0 0 81887