Current holdings include familiar dividend stocks such as Microsoft (MSFT), Blackrock (BLK), and PepsiCo (PEP) but also some other quietly productive firms. The market has been turbulent of late, due to the many unknowns on the horizon, including inflation, the delta variant, and political turmoil. “New Equipment orders grew in all regions and were particularly strong in the Americas, up nearly 50% with an over 4 times increase in major project bookings versus the prior year,” said president and CEO Judith Marks.