| NVDA Nvidia Corp. | 8.25% | 9,707,900 | $1.7B | Add +35.3% |
| GOOGL Alphabet Inc. Class A | 7.91% | 5,642,500 | $1.6B | Reduce -10.4% |
| MSFT Microsoft Corp. | 7.76% | 4,300,000 | $1.6B | No change |
| AMZN Amazon.com Inc. | 5.15% | 5,073,500 | $1.1B | Add +4.5% |
| AVGO Broadcom Inc. | 3.74% | 2,478,900 | $766.8M | Add +19.2% |
| AAPL Apple Inc. | 3.28% | 2,656,000 | $673.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.78% | 3,566,065 | $569.5M | Reduce -20.9% |
| TXN Texas Instruments Inc. | 2.21% | 2,333,300 | $452.9M | Reduce -9.7% |
| JPM JPMorgan Chase & Co. | 2.07% | 1,446,300 | $425.4M | Add +16.4% |
| V Visa Inc. Class A | 2.07% | 1,407,600 | $425.3M | No change |
| NFLX Netflix Inc. | 2.00% | 4,260,000 | $409.6M | No change |
| APH Amphenol Corp. Class A | 1.95% | 3,175,000 | $401.1M | Reduce -52.5% |
| LLY Eli Lilly & Co. | 1.89% | 421,700 | $388.0M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 1.76% | 630,200 | $360.5M | Add +250.1% |
| AMD Advanced Micro Devices | 1.71% | 1,725,500 | $350.7M | Reduce -19.9% |
| ADI Analog Devices Inc. | 1.52% | 984,000 | $312.8M | Reduce -24.7% |
| ABBV Abbvie Inc. | 1.48% | 1,393,700 | $303.0M | Add +3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.48% | 3,143,900 | $302.9M | Reduce -19.2% |
| AMAT Applied Materials Inc. | 1.46% | 875,400 | $298.9M | Reduce -46.9% |
| KLAC KLA Corp. | 1.43% | 199,000 | $292.8M | Reduce -47.4% |
| SPOT Spotify Technology SA | 1.40% | 593,000 | $287.3M | No change |
| MA Mastercard Inc. Class A | 1.32% | 540,360 | $270.0M | Add +371.5% |
| SPGI S&P Global Inc. | 1.05% | 508,000 | $216.0M | No change |
| CTAS Cintas Corp. | 1.05% | 1,275,500 | $215.7M | Reduce -8.3% |
| MS Morgan Stanley | 1.03% | 1,279,100 | $210.4M | Add +35.8% |
| WMT Walmart Inc. | 1.02% | 1,684,200 | $209.1M | Add +31.8% |
| PNC PNC Financial Services Group | 1.00% | 981,700 | $204.2M | No change |
| MRK Merck & Co. Inc. | 0.96% | 1,640,300 | $197.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 4,003,200 | $195.1M | Reduce -31.1% |
| SNPS Synopsys Inc. | 0.94% | 484,860 | $192.1M | Add +3.8% |
| LIN Linde PLC | 0.93% | 383,800 | $190.2M | Reduce -29.8% |
| FITB Fifth Third Bancorp | 0.89% | 3,928,300 | $182.5M | Add +16.6% |
| SYK Stryker Corp. | 0.88% | 547,900 | $180.0M | Add +12.4% |
| BSX Boston Scientific Corp. | 0.88% | 2,865,900 | $179.7M | Add +4.5% |
| CAT Caterpillar Inc. | 0.86% | 248,500 | $176.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.84% | 352,200 | $173.2M | Reduce -26.3% |
| DHR Danaher Corp. | 0.81% | 879,300 | $166.6M | Reduce -21.1% |
| PANW Palo Alto Networks Inc. | 0.80% | 1,025,000 | $164.3M | Add +84.7% |
| ITW Illinois Tool Works | 0.77% | 603,500 | $157.0M | Reduce -25.8% |
| AME Ametek Inc. | 0.76% | 730,365 | $156.5M | Reduce -50.5% |
| CRM Salesforce Inc. | 0.75% | 821,040 | $153.2M | Add +46.6% |
| NOW ServiceNow Inc. | 0.74% | 1,459,400 | $152.6M | Add +94.6% |
| ORCL Oracle Corp. | 0.74% | 1,035,000 | $152.2M | Reduce -13.2% |
| ABT Abbott Laboratories | 0.73% | 1,455,700 | $149.3M | Add +4.9% |
| JNJ Johnson & Johnson | 0.72% | 607,100 | $148.4M | New |
| ROK Rockwell Automation Inc. | 0.72% | 412,475 | $147.9M | Reduce -25.2% |
| PGR Progressive Corp. | 0.67% | 694,800 | $137.7M | No change |
| HD Home Depot Inc. | 0.65% | 405,500 | $133.3M | Reduce -12.9% |
| GGG Graco Inc. | 0.63% | 1,535,100 | $130.0M | Reduce -12.3% |
| ECL Ecolab Inc. | 0.62% | 479,000 | $127.4M | No change |
| UNH Unitedhealth Group Inc. | 0.61% | 464,800 | $125.7M | No change |
| ACN Accenture PLC Class A | 0.61% | 630,000 | $124.8M | No change |
| ISRG Intuitive Surgical Inc. | 0.59% | 263,900 | $121.7M | Add +24.0% |
| MCK McKesson Corp. | 0.59% | 139,500 | $120.7M | No change |
| ULTA Ulta Beauty Inc. | 0.57% | 222,505 | $116.2M | Reduce -30.5% |
| GILD Gilead Sciences Inc. | 0.55% | 814,325 | $113.5M | No change |
| COO The Cooper Cos Inc. | 0.54% | 1,563,000 | $111.7M | No change |
| NKE Nike Inc. Class B | 0.54% | 2,102,300 | $111.0M | Reduce -30.6% |
| INTU Intuit Inc. | 0.54% | 255,240 | $110.3M | New |
| IEX Idex Corp. | 0.53% | 579,000 | $109.7M | Reduce -16.1% |
| BKNG Booking Holdings Inc. | 0.53% | 25,700 | $108.1M | Add +33.9% |
| ZTS Zoetis Inc. | 0.51% | 882,200 | $104.2M | No change |
| TSCO Tractor Supply Company | 0.49% | 2,197,700 | $99.6M | Reduce -8.6% |
| TT Trane Technologies PLC | 0.47% | 229,400 | $95.6M | Reduce -42.6% |
| INTC Intel Corp. | 0.43% | 2,009,600 | $88.7M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.42% | 1,188,600 | $85.3M | Add +23.0% |
| COST Costco Wholesale Corp. | 0.41% | 84,900 | $84.6M | Reduce -21.2% |
| PODD Insulet Corp. | 0.40% | 394,300 | $82.7M | Add +8.0% |
| USB US Bancorp | 0.38% | 1,480,500 | $77.0M | Reduce -17.4% |
| DG Dollar General Corp. | 0.34% | 595,900 | $70.7M | Reduce -36.2% |
| KKR KKR & Co. Inc. | 0.33% | 739,700 | $68.5M | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.32% | 1,306,700 | $65.9M | No change |
| PH Parker Hannifin Corp. | 0.31% | 70,040 | $62.6M | New |
| ADBE Adobe Inc. | 0.23% | 198,000 | $48.1M | No change |
| ADP Automatic Data Processing | 0.23% | 233,400 | $47.4M | No change |
| SHW The Sherwin-Williams Co. | 0.20% | 128,000 | $41.0M | New |
| CDNS Cadence Design SYS Inc. | 0.18% | 133,000 | $36.9M | New |
| VRSK Verisk Analytics Inc. | 0.17% | 178,637 | $33.9M | No change |