| Ticker | Company | Conviction | Yield | Upside |
|---|---|---|---|---|
| UPS | United Parcel Service, Inc. | Med | 6.41% | +21.2% |
| NKE | NIKE, Inc. | Med | 3.8% | +38.4% |
| MRK | Merck & Co., Inc. | — | 2.91% | +3.3% |
| HD | The Home Depot, Inc. | Med | 2.72% | +22.0% |
| SBUX | Starbucks Corporation | Med | 2.55% | -12.3% |
| CAT | Caterpillar Inc. | — | 1.5% | -47.9% |
| INTU | Intuit Inc. | High | 1.17% | +45.0% |
| VRTV | Veritiv Corporation | — | 1.11% | +20.4% |
| V | Visa Inc. | High | 0.83% | +45.0% |
| WMT | Walmart Inc. | Low | 0.75% | -38.6% |
| MA | Mastercard Incorporated | — | 0.6% | +5.0% |
| AMAT | Applied Materials, Inc. | — | 0.45% | -12.0% |
| AAPL | Apple Inc. | — | 0.34% | -9.3% |