| NVDA Nvidia Corp. | 5.99% | 53,092 | $48.0M | Reduce -4.1% |
| MSFT Microsoft Corp. | 4.03% | 76,702 | $32.3M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.43% | 143,884 | $27.5M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 3.42% | 136,880 | $27.4M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 3.34% | 148,408 | $26.8M | Reduce -1.4% |
| AMD Advanced Micro Devices | 3.13% | 138,906 | $25.1M | Reduce -1.5% |
| CRM Salesforce Inc. | 3.05% | 81,176 | $24.4M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 2.85% | 196,285 | $22.8M | Reduce -6.2% |
| NFLX Netflix Inc. | 2.85% | 37,566 | $22.8M | Add +16.2% |
| AAPL Apple Inc. | 2.84% | 132,423 | $22.7M | Reduce -5.7% |
| MS Morgan Stanley | 2.64% | 224,219 | $21.1M | Add +23.8% |
| MA Mastercard Inc. Class A | 2.62% | 43,507 | $21.0M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 2.56% | 26,372 | $20.5M | Add +1.4% |
| ORCL Oracle Corp. | 2.48% | 157,972 | $19.8M | Reduce -0.6% |
| CVX Chevron Corp. | 2.44% | 124,052 | $19.6M | Reduce -4.8% |
| AON Aon PLC Class A | 2.38% | 57,144 | $19.1M | Reduce -10.7% |
| INTU Intuit Inc. | 2.37% | 29,226 | $19.0M | Reduce -1.3% |
| CB Chubb Ltd. | 2.34% | 72,267 | $18.7M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 2.33% | 122,652 | $18.7M | New |
| AXP American Express Co. | 2.28% | 80,334 | $18.3M | Reduce -1.8% |
| MRK Merck & Co. Inc. | 2.28% | 138,549 | $18.3M | Reduce -2.1% |
| MAR Marriott International Class A | 2.27% | 72,117 | $18.2M | Reduce -2.2% |
| ABT Abbott Laboratories | 2.04% | 143,905 | $16.4M | Reduce -2.0% |
| ADBE Adobe Inc. | 2.02% | 32,067 | $16.2M | Reduce -4.6% |
| MCD McDonald's Corp. | 2.01% | 57,082 | $16.1M | Reduce -0.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.93% | 281,667 | $15.4M | Reduce -8.8% |
| ADP Automatic Data Processing | 1.86% | 59,704 | $14.9M | Add +1.4% |
| PEP Pepsico Inc. | 1.83% | 83,842 | $14.7M | Reduce -21.7% |
| HON Honeywell International Inc. | 1.69% | 65,890 | $13.5M | Reduce -8.2% |
| HD Home Depot Inc. | 1.66% | 34,725 | $13.3M | Add +1.2% |
| WMT Walmart Inc. | 1.53% | 204,168 | $12.3M | Add +2.7% |
| UNH Unitedhealth Group Inc. | 1.50% | 24,271 | $12.0M | Reduce -0.1% |
| GEHC GE Healthcare Technology | 1.46% | 128,231 | $11.7M | Add +71.3% |
| EMR Emerson Electric Co. | 1.41% | 99,688 | $11.3M | Add +0.0% |
| SYK Stryker Corp. | 1.40% | 31,411 | $11.2M | Reduce -1.4% |
| AIG American International Group | 1.34% | 137,366 | $10.7M | Add +123.7% |
| UPS United Parcel Service Class B | 1.28% | 69,181 | $10.3M | Add +2.4% |
| TMO Thermo Fisher Scientific Inc. | 1.25% | 17,201 | $10.0M | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 1.07% | 35,334 | $8.6M | Reduce -9.2% |
| META Meta Platforms Inc. Class A | 0.97% | 15,990 | $7.8M | Add +39.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 13,882 | $7.3M | Reduce -23.9% |
| PG The Procter & Gamble Co. | 0.76% | 37,337 | $6.1M | Add +3.6% |
| AMAT Applied Materials Inc. | 0.73% | 28,500 | $5.9M | Add +10.8% |
| RTX RTX Corp. | 0.65% | 53,763 | $5.2M | Add +12.1% |
| ISRG Intuitive Surgical Inc. | 0.64% | 12,900 | $5.1M | Reduce -9.5% |
| MCK McKesson Corp. | 0.41% | 6,173 | $3.3M | Reduce -4.2% |
| AMGN Amgen Inc. | 0.38% | 10,772 | $3.1M | Add +8.2% |
| BA The Boeing Co. | 0.36% | 15,138 | $2.9M | Reduce -21.1% |
| LMT Lockheed Martin Corp. | 0.30% | 5,253 | $2.4M | Add +0.5% |
| FDS Factset Research Systems Inc. | 0.23% | 4,000 | $1.8M | No change |
| DE Deere & Co. | 0.18% | 3,480 | $1.4M | Reduce -0.1% |
| ALL Allstate Corp. | 0.17% | 7,869 | $1.4M | No change |
| EW Edwards Lifesciences Corp. | 0.15% | 12,191 | $1.2M | Reduce -0.0% |
| PEG Public Service Enterprise GP | 0.14% | 17,000 | $1.1M | Reduce -14.8% |
| QCOM Qualcomm Inc. | 0.12% | 5,667 | $959K | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 0.11% | 3,982 | $916K | No change |
| OEF iShares S&P 100 ETF | 0.11% | 3,678 | $910K | Reduce -27.4% |
| DD Dupont DE Nemours Inc. | 0.10% | 10,500 | $805K | No change |
| NEE Nextera Energy Inc. | 0.10% | 12,179 | $778K | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.09% | 4,089 | $745K | Add +1.4% |
| JNJ Johnson & Johnson | 0.08% | 3,813 | $603K | Add +1.2% |
| EQT Eqt Corp. | 0.06% | 13,827 | $513K | Reduce -5.8% |
| COST Costco Wholesale Corp. | 0.06% | 684 | $501K | Reduce -0.7% |
| LPG Dorian LPG Ltd. | 0.05% | 10,500 | $404K | Reduce -16.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 922 | $388K | No change |
| PFE Pfizer Inc. | 0.05% | 13,950 | $387K | Add +8.9% |
| MRSH Marsh & McLennan Cos | 0.05% | 1,850 | $381K | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.05% | 907 | $379K | Reduce -22.4% |
| BLK BlackRock Finance Inc. | 0.05% | 449 | $374K | No change |
| AWK American Water Works Co. Inc. | 0.05% | 3,000 | $367K | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.04% | 2,000 | $358K | Reduce -7.5% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,022 | $344K | No change |
| WM Waste Management Inc. | 0.04% | 1,525 | $325K | Reduce -1.4% |
| MMM 3M Co. | 0.04% | 2,900 | $308K | Reduce -1.0% |
| FDX FedEx Corp. | 0.04% | 1,046 | $303K | Reduce -4.5% |
| IVV iShares Core S&P 500 ETF | 0.04% | 563 | $296K | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.03% | 1,047 | $267K | No change |
| AVGO Broadcom Inc. | 0.03% | 196 | $260K | New |
| DHR Danaher Corp. | 0.03% | 1,020 | $255K | No change |
| CHD Church & Dwight Co. Inc. | 0.03% | 2,380 | $248K | No change |
| V Visa Inc. Class A | 0.03% | 887 | $248K | Reduce -9.0% |
| CSCO Cisco Systems Inc. | 0.03% | 4,908 | $245K | Reduce -4.6% |
| VZ Verizon Communications Inc. | 0.03% | 5,574 | $234K | No change |
| FITB Fifth Third Bancorp | 0.03% | 6,231 | $232K | No change |
| CLX Clorox Company | 0.03% | 1,500 | $230K | No change |
| BDX Becton Dickinson and Co. | 0.03% | 852 | $211K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,409 | $203K | Reduce -50.7% |
| T AT&T Inc. | 0.02% | 11,000 | $194K | No change |
| BCLI Brainstorm Cell Therapeutics | 0.01% | 145,500 | $82K | No change |
| TGLO Theglobe.com Inc. | 0.00% | 10,000 | $3K | No change |