| MSFT Microsoft Corp. | 9.14% | 4,300,000 | $2.1B | No change |
| GOOGL Alphabet Inc. Class A | 8.66% | 6,296,000 | $2.0B | Reduce -10.0% |
| NVDA Nvidia Corp. | 5.88% | 7,173,600 | $1.3B | No change |
| AMZN Amazon.com Inc. | 4.92% | 4,853,200 | $1.1B | Reduce -1.9% |
| APH Amphenol Corp. Class A | 3.98% | 6,690,000 | $904.2M | Reduce -20.6% |
| AAPL Apple Inc. | 3.17% | 2,656,000 | $722.0M | No change |
| AVGO Broadcom Inc. | 3.16% | 2,080,000 | $719.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.05% | 4,509,665 | $692.8M | Reduce -17.0% |
| V Visa Inc. Class A | 2.17% | 1,407,600 | $493.9M | No change |
| LLY Eli Lilly & Co. | 2.10% | 444,100 | $477.3M | Reduce -18.3% |
| AMD Advanced Micro Devices | 2.03% | 2,154,000 | $461.2M | Reduce -3.6% |
| KLAC KLA Corp. | 2.02% | 378,000 | $459.2M | Reduce -12.1% |
| TXN Texas Instruments Inc. | 1.97% | 2,583,000 | $448.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.95% | 3,890,400 | $442.6M | No change |
| AMAT Applied Materials Inc. | 1.86% | 1,649,000 | $423.5M | No change |
| JPM JPMorgan Chase & Co. | 1.76% | 1,242,500 | $400.4M | No change |
| NFLX Netflix Inc. | 1.76% | 4,260,000 | $399.4M | No change |
| ADI Analog Devices Inc. | 1.56% | 1,306,400 | $354.2M | No change |
| SPOT Spotify Technology SA | 1.51% | 593,000 | $344.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.40% | 5,810,300 | $319.5M | Reduce -6.4% |
| ABBV Abbvie Inc. | 1.35% | 1,343,800 | $307.0M | Add +15.9% |
| AME Ametek Inc. | 1.33% | 1,473,965 | $302.6M | Reduce -14.4% |
| TMO Thermo Fisher Scientific Inc. | 1.22% | 477,900 | $276.9M | Reduce -23.6% |
| SPGI S&P Global Inc. | 1.17% | 508,000 | $265.5M | No change |
| BSX Boston Scientific Corp. | 1.15% | 2,743,100 | $261.6M | No change |
| CTAS Cintas Corp. | 1.15% | 1,390,600 | $261.5M | No change |
| DHR Danaher Corp. | 1.12% | 1,114,000 | $255.1M | No change |
| LIN Linde PLC | 1.02% | 546,500 | $233.0M | No change |
| ORCL Oracle Corp. | 1.02% | 1,193,000 | $232.6M | No change |
| SNPS Synopsys Inc. | 0.96% | 466,960 | $219.3M | No change |
| ROK Rockwell Automation Inc. | 0.94% | 551,275 | $214.5M | Reduce -29.0% |
| PNC PNC Financial Services Group | 0.90% | 981,700 | $204.9M | Add +16.1% |
| ITW Illinois Tool Works | 0.88% | 813,700 | $200.4M | Reduce -29.6% |
| ULTA Ulta Beauty Inc. | 0.85% | 320,105 | $193.7M | Reduce -28.9% |
| NKE Nike Inc. Class B | 0.85% | 3,030,200 | $193.1M | Reduce -12.3% |
| ABT Abbott Laboratories | 0.76% | 1,388,100 | $173.9M | No change |
| MRK Merck & Co. Inc. | 0.76% | 1,640,300 | $172.7M | No change |
| SYK Stryker Corp. | 0.75% | 487,500 | $171.3M | Add +6.4% |
| ACN Accenture PLC Class A | 0.74% | 630,000 | $169.1M | No change |
| MS Morgan Stanley | 0.74% | 942,000 | $167.2M | No change |
| HD Home Depot Inc. | 0.70% | 465,700 | $160.3M | Add +64.0% |
| PGR Progressive Corp. | 0.70% | 694,800 | $158.2M | Add +30.2% |
| FITB Fifth Third Bancorp | 0.69% | 3,367,700 | $157.5M | Add +130.6% |
| TT Trane Technologies PLC | 0.68% | 400,000 | $155.7M | No change |
| UNH Unitedhealth Group Inc. | 0.67% | 464,800 | $153.5M | Add +16.1% |
| CRM Salesforce Inc. | 0.65% | 560,000 | $148.3M | No change |
| GGG Graco Inc. | 0.63% | 1,750,000 | $143.4M | No change |
| CAT Caterpillar Inc. | 0.63% | 248,500 | $142.3M | Reduce -24.4% |
| WMT Walmart Inc. | 0.63% | 1,277,800 | $142.2M | Add +17.1% |
| COO The Cooper Cos Inc. | 0.56% | 1,563,000 | $128.1M | No change |
| ECL Ecolab Inc. | 0.55% | 479,000 | $125.8M | Reduce -29.3% |
| DG Dollar General Corp. | 0.55% | 933,800 | $124.0M | Reduce -26.6% |
| IEX Idex Corp. | 0.54% | 689,900 | $122.7M | No change |
| ISRG Intuitive Surgical Inc. | 0.53% | 212,800 | $120.5M | No change |
| TSCO Tractor Supply Company | 0.53% | 2,405,200 | $120.2M | Reduce -7.6% |
| META Meta Platforms Inc. Class A | 0.52% | 180,000 | $118.8M | New |
| NOW ServiceNow Inc. | 0.51% | 750,000 | $114.9M | New |
| MCK McKesson Corp. | 0.50% | 139,500 | $114.4M | No change |
| ZTS Zoetis Inc. | 0.49% | 882,200 | $111.0M | No change |
| PODD Insulet Corp. | 0.46% | 365,000 | $103.7M | No change |
| BKNG Booking Holdings Inc. | 0.45% | 19,200 | $102.8M | No change |
| PANW Palo Alto Networks Inc. | 0.45% | 555,000 | $102.2M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.44% | 966,200 | $101.2M | Reduce -39.8% |
| GILD Gilead Sciences Inc. | 0.44% | 814,325 | $100.0M | New |
| USB US Bancorp | 0.42% | 1,791,500 | $95.6M | Reduce -25.8% |
| COST Costco Wholesale Corp. | 0.41% | 107,700 | $92.9M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.39% | 1,306,700 | $89.0M | Reduce -26.6% |
| INTC Intel Corp. | 0.33% | 2,009,600 | $74.2M | No change |
| ADBE Adobe Inc. | 0.30% | 198,000 | $69.3M | No change |
| MA Mastercard Inc. Class A | 0.29% | 114,600 | $65.4M | New |
| ADP Automatic Data Processing | 0.26% | 233,400 | $60.0M | No change |
| BF.B Brown-Forman Corp. Class B | 0.18% | 1,600,000 | $41.7M | No change |
| VRSK Verisk Analytics Inc. | 0.18% | 178,637 | $40.0M | No change |