| MSFT Microsoft Corp. | 7.07% | 753,500 | $316.8M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.47% | 1,159,887 | $289.6M | No change |
| NVDA Nvidia Corp. | 5.71% | 283,237 | $255.7M | Reduce -5.8% |
| AAPL Apple Inc. | 5.10% | 1,331,659 | $228.2M | No change |
| GOOGL Alphabet Inc. Class A | 4.14% | 1,229,414 | $185.4M | Add +1.7% |
| AMZN Amazon.com Inc. | 4.06% | 1,008,091 | $181.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.15% | 229,363 | $96.4M | No change |
| AVGO Broadcom Inc. | 2.06% | 69,648 | $92.2M | No change |
| LLY Eli Lilly & Co. | 1.91% | 110,000 | $85.5M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 1.89% | 423,492 | $84.8M | No change |
| AMT American Tower Corp. | 1.76% | 399,847 | $78.9M | Reduce -5.6% |
| NEE Nextera Energy Inc. | 1.75% | 1,224,495 | $78.2M | Add +2.5% |
| EQIX Equinix Inc. | 1.68% | 91,196 | $75.2M | Reduce -1.2% |
| V Visa Inc. Class A | 1.62% | 259,750 | $72.4M | No change |
| UNH Unitedhealth Group Inc. | 1.55% | 140,055 | $69.2M | No change |
| HD Home Depot Inc. | 1.50% | 175,466 | $67.3M | No change |
| META Meta Platforms Inc. Class A | 1.49% | 137,542 | $66.7M | No change |
| PG The Procter & Gamble Co. | 1.45% | 401,508 | $65.1M | No change |
| MRK Merck & Co. Inc. | 1.40% | 475,223 | $62.7M | No change |
| UBS UBS Group AG-Reg | 1.25% | 1,817,211 | $55.9M | No change |
| CVX Chevron Corp. | 1.21% | 345,085 | $54.4M | No change |
| ORCL Oracle Corp. | 1.20% | 429,822 | $53.9M | No change |
| LIN Linde PLC | 1.19% | 114,681 | $53.2M | No change |
| WELL Welltower Inc. | 1.15% | 551,589 | $51.5M | No change |
| WMT Walmart Inc. | 1.15% | 854,847 | $51.4M | No change |
| UNP Union Pacific Corp. | 1.14% | 207,199 | $50.9M | No change |
| KO The Coca-Cola Co. | 1.07% | 781,250 | $47.8M | No change |
| ADBE Adobe Inc. | 1.05% | 93,344 | $47.1M | No change |
| AXP American Express Co. | 1.04% | 204,899 | $46.6M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.03% | 79,494 | $46.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 1,198,718 | $45.4M | No change |
| KKR KKR & Co. Inc. | 1.01% | 448,158 | $45.0M | Reduce -18.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.00% | 561,040 | $45.0M | No change |
| MCD McDonald's Corp. | 0.99% | 158,013 | $44.5M | No change |
| LNG Cheniere Energy Inc. | 0.99% | 275,000 | $44.3M | No change |
| COP Conocophillips | 0.99% | 348,393 | $44.3M | No change |
| DHR Danaher Corp. | 0.97% | 174,519 | $43.5M | No change |
| COST Costco Wholesale Corp. | 0.96% | 58,983 | $43.2M | No change |
| ACN Accenture PLC Class A | 0.96% | 124,380 | $43.1M | No change |
| ARCC Ares Capital Corp. | 0.95% | 2,045,648 | $42.6M | No change |
| ABT Abbott Laboratories | 0.93% | 367,563 | $41.7M | No change |
| JNJ Johnson & Johnson | 0.91% | 258,696 | $40.9M | No change |
| ARE Alexandria Real Estate Equit | 0.90% | 312,855 | $40.3M | No change |
| HON Honeywell International Inc. | 0.87% | 190,105 | $39.0M | No change |
| MA Mastercard Inc. Class A | 0.87% | 80,900 | $38.9M | No change |
| DE Deere & Co. | 0.80% | 87,728 | $36.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 353,850 | $35.9M | No change |
| ENB Enbridge Inc. | 0.78% | 971,015 | $35.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 283,740 | $34.7M | No change |
| TXN Texas Instruments Inc. | 0.76% | 195,446 | $34.0M | No change |
| STZ Constellation Brands Inc. Class A | 0.76% | 125,154 | $34.0M | No change |
| CSCO Cisco Systems Inc. | 0.75% | 676,978 | $33.8M | No change |
| NFLX Netflix Inc. | 0.75% | 55,234 | $33.5M | No change |
| RTX RTX Corp. | 0.73% | 336,675 | $32.8M | No change |
| STLA Stellantis NV | 0.72% | 1,131,847 | $32.2M | No change |
| OBDC Blue Owl Capital Corp. | 0.71% | 2,064,810 | $31.7M | No change |
| RSG Republic Services Inc. | 0.68% | 159,268 | $30.5M | No change |
| ELV Elevance Health Inc. | 0.66% | 57,428 | $29.8M | No change |
| ADP Automatic Data Processing | 0.66% | 118,821 | $29.7M | No change |
| WAB Wabtec Corp. | 0.65% | 199,289 | $29.0M | No change |
| AON Aon PLC Class A | 0.63% | 85,176 | $28.4M | No change |
| OTIS Otis Worldwide Corp. | 0.58% | 260,719 | $25.9M | No change |
| PSX Phillips 66 | 0.56% | 154,474 | $25.2M | No change |
| HES Hess Corp. | 0.56% | 163,223 | $24.9M | No change |
| GBDC Golub Capital BDC Inc. | 0.54% | 1,441,804 | $24.0M | No change |
| NKE Nike Inc. Class B | 0.48% | 227,748 | $21.4M | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.48% | 806,207 | $21.3M | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.45% | 153,924 | $20.3M | No change |
| PNC PNC Financial Services Group | 0.42% | 115,303 | $18.6M | No change |
| XYL Xylem Inc. | 0.41% | 140,612 | $18.2M | No change |
| FIS Fidelity National Info Serv | 0.40% | 242,455 | $18.0M | No change |
| ES Eversource Energy | 0.36% | 268,513 | $16.0M | No change |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.31% | 484,511 | $13.8M | No change |
| OUT Outfront Media Inc. | 0.27% | 723,759 | $12.1M | No change |
| BX Blackstone Inc. | 0.27% | 90,797 | $11.9M | New |
| GLOB Globant SA | 0.25% | 55,305 | $11.2M | New |
| BXMT Blackstone Mortgage Tru Class A | 0.17% | 384,247 | $7.6M | No change |
| HTGC Hercules Capital Inc. | 0.15% | 374,837 | $6.9M | No change |
| VLTO Veralto Corp. | 0.10% | 52,106 | $4.6M | No change |
| KVUE Kenvue Inc. | 0.06% | 132,486 | $2.8M | No change |