| Ticker | Action | Number of Shares Bought/Sold | Value of Shares Added/Sold | Average Price paid for previous share BUYs |
|---|
| LIN - Linde plc | BUY | 2,308 @ 435.51 | 1,005,157 | |
| SHW - Sherwin-Williams Co | BUY | 1,124 @ 364.17 | 409,327 | |
| APD - Air Products and Chemicals Inc | BUY | 1,076 @ 327 | 351,852 | |
| ECL - Ecolab Inc | BUY | 1,224 @ 249.52 | 305,412 | |
| FCX - Freeport-McMoran Copper & Gold Inc | BUY | 6,984 @ 35.84 | 250,307 | |
| NEM - Newmont Goldcorp Corp | BUY | 5,536 @ 41.35 | 228,914 | |
| NEM - Nemetschek SE | BUY | 5,536 @ 41.35 | 228,914 | |
| CTVA - Corteva Inc | BUY | 3,344 @ 64.28 | 214,952 | |
| VMC - Vulcan Materials Company | BUY | 640 @ 275.1 | 176,064 | |
| MLM - Martin Marietta Materials Inc | BUY | 296 @ 542.17 | 160,482 | |
| DD - Dupont De Nemours Inc | BUY | 2,032 @ 76.33 | 155,103 | |
| NUE - Nucor Corp | BUY | 1,144 @ 126.55 | 144,773 | |
| DOW - Dow Inc | BUY | 3,408 @ 41.42 | 141,159 | |
| PPG - PPG Industries Inc | BUY | 1,128 @ 123.01 | 138,755 | |
| SW - Smurfit WestRock plc | BUY | 2,408 @ 54.34 | 130,851 | |
| IFF - International Flavors & Fragrances Inc | BUY | 1,244 @ 86.54 | 107,656 | |
| PKG - Packaging Corp of America | BUY | 432 @ 238.41 | 102,993 | |
| IP - International Paper | BUY | 1,696 @ 59.12 | 100,268 | |
| LYB - LyondellBasell Industries NV | BUY | 1,268 @ 78.31 | 99,297 | |
| STLD - Steel Dynamics Inc | BUY | 692 @ 127.05 | 87,919 | |
| BALL - Ball Corporation | BUY | 1,460 @ 55.59 | 81,161 | |
| CF - CF Industries Holdings Inc | BUY | 852 @ 90.25 | 76,893 | |
| AVY - Avery Dennison Corp | BUY | 392 @ 193.3 | 75,774 | |
| AMCR - Amcor PLC | BUY | 7,080 @ 9.81 | 69,455 | |
| EMN - Eastman Chemical Company | BUY | 568 @ 92.67 | 52,637 | |
| ALB - Albemarle Corp | BUY | 576 @ 85.9 | 49,478 | |
| MOS - Mobile Streams Plc | BUY | 1,560 @ 28.18 | 43,961 | |
| MOS - Orange Belgium S.A | BUY | 1,560 @ 28.18 | 43,961 | |
| CE - Celanese Corporation | BUY | 540 @ 71.87 | 38,810 | |
| FMC - FMC Corporation | BUY | 612 @ 56.25 | 34,425 | |