| SPY SS SPDR S&P 500 ETF Trust-US | 15.61% | 430,106 | $265.7M | New |
| MSFT Microsoft Corp. | 7.28% | 249,104 | $123.9M | New |
| NVDA Nvidia Corp. | 4.14% | 446,210 | $70.5M | New |
| AAPL Apple Inc. | 3.21% | 266,323 | $54.6M | Reduce -26.2% |
| V Visa Inc. Class A | 2.29% | 109,642 | $38.9M | New |
| AMZN Amazon.com Inc. | 2.14% | 166,235 | $36.5M | New |
| GOOG Alphabet Inc. Class C | 1.93% | 184,741 | $32.8M | New |
| GE General Electric filed as GE AEROSPACE | 1.88% | 124,073 | $31.9M | New |
| META Meta Platforms Inc. Class A | 1.86% | 42,926 | $31.7M | New |
| MA Mastercard Inc. Class A | 1.65% | 50,004 | $28.1M | New |
| SCHW Schwab (charles) Corp. | 1.43% | 266,819 | $24.3M | New |
| AVGO Broadcom Inc. | 1.29% | 79,450 | $21.9M | New |
| INTU Intuit Inc. | 1.29% | 27,797 | $21.9M | New |
| JPM JPMorgan Chase & Co. | 1.21% | 71,045 | $20.6M | Reduce -20.6% |
| GOOGL Alphabet Inc. Class A | 1.16% | 112,461 | $19.8M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 33,042 | $16.1M | New |
| XOM Exxon Mobil Corp. | 0.88% | 138,183 | $14.9M | New |
| TSLA Tesla Inc. | 0.87% | 46,445 | $14.8M | New |
| ZTS Zoetis Inc. | 0.81% | 88,600 | $13.8M | New |
| BKNG Booking Holdings Inc. | 0.77% | 2,252 | $13.0M | New |
| AZO AutoZone Inc. | 0.76% | 3,479 | $12.9M | New |
| ADSK Autodesk Inc. | 0.75% | 41,240 | $12.8M | New |
| IWM iShares Russell 2000 ETF | 0.73% | 57,711 | $12.5M | No change |
| EW Edwards Lifesciences Corp. | 0.73% | 158,248 | $12.4M | New |
| MCO Moody's Corp. | 0.69% | 23,490 | $11.8M | New |
| JNJ Johnson & Johnson | 0.65% | 72,623 | $11.1M | New |
| MRVL Marvell Technology Inc. | 0.65% | 142,615 | $11.0M | New |
| FERG Ferguson Enterprises Inc. | 0.63% | 49,494 | $10.8M | New |
| SHW The Sherwin-Williams Co. | 0.61% | 30,361 | $10.4M | New |
| LLY Eli Lilly & Co. | 0.60% | 13,035 | $10.2M | New |
| NFLX Netflix Inc. | 0.60% | 7,587 | $10.2M | New |
| WMT Walmart Inc. | 0.58% | 100,280 | $9.8M | New |
| PM Philip Morris International | 0.57% | 53,017 | $9.7M | New |
| CRM Salesforce Inc. | 0.55% | 34,295 | $9.4M | New |
| CSCO Cisco Systems Inc. | 0.53% | 129,937 | $9.0M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 67,924 | $8.4M | New |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 170,000 | $8.4M | New |
| WFC Wells Fargo & Co. | 0.48% | 101,270 | $8.1M | New |
| BA The Boeing Co. | 0.47% | 38,473 | $8.1M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 168,347 | $8.0M | New |
| UNH Unitedhealth Group Inc. | 0.46% | 25,311 | $7.9M | New |
| COST Costco Wholesale Corp. | 0.46% | 7,846 | $7.8M | New |
| CVX Chevron Corp. | 0.44% | 52,890 | $7.6M | Reduce -6.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 25,092 | $7.4M | New |
| DHR Danaher Corp. | 0.43% | 36,665 | $7.2M | New |
| UBER Uber Technologies Inc. | 0.42% | 76,898 | $7.2M | Reduce -14.5% |
| CME Cme Group Inc. | 0.40% | 25,006 | $6.9M | New |
| COF Capital One Financial Corp. | 0.40% | 32,042 | $6.8M | New |
| ABT Abbott Laboratories | 0.39% | 49,336 | $6.7M | Reduce -63.8% |
| ABBV Abbvie Inc. | 0.38% | 34,480 | $6.4M | New |
| DE Deere & Co. | 0.37% | 12,497 | $6.4M | New |
| SPGI S&P Global Inc. | 0.37% | 11,816 | $6.2M | New |
| APH Amphenol Corp. Class A | 0.37% | 63,082 | $6.2M | New |
| ORCL Oracle Corp. | 0.37% | 28,456 | $6.2M | New |
| PG The Procter & Gamble Co. | 0.36% | 38,863 | $6.2M | New |
| PEP Pepsico Inc. | 0.34% | 44,001 | $5.8M | New |
| MELI MercadoLibre Inc. | 0.34% | 2,219 | $5.8M | New |
| AMT American Tower Corp. | 0.33% | 25,771 | $5.7M | Reduce -33.2% |
| HD Home Depot Inc. | 0.33% | 15,315 | $5.6M | New |
| GILD Gilead Sciences Inc. | 0.32% | 49,113 | $5.4M | New |
| AMD Advanced Micro Devices | 0.31% | 37,695 | $5.3M | New |
| SYK Stryker Corp. | 0.31% | 13,489 | $5.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 37,560 | $5.1M | New |
| MS Morgan Stanley | 0.30% | 36,013 | $5.1M | New |
| BSX Boston Scientific Corp. | 0.29% | 46,237 | $5.0M | New |
| TRU Transunion | 0.29% | 55,195 | $4.9M | New |
| A Agilent Technologies Inc. | 0.27% | 39,500 | $4.7M | New |
| PNC PNC Financial Services Group | 0.27% | 25,002 | $4.7M | New |
| MMM 3M Co. | 0.27% | 30,447 | $4.6M | New |
| CHD Church & Dwight Co. Inc. | 0.27% | 47,723 | $4.6M | New |
| SCCO Southern Copper Corp. | 0.27% | 45,123 | $4.6M | New |
| HUBB Hubbell Inc. | 0.27% | 11,126 | $4.5M | New |
| KO The Coca-Cola Co. | 0.27% | 64,204 | $4.5M | Reduce -57.7% |
| CAT Caterpillar Inc. | 0.26% | 11,431 | $4.4M | New |
| CMS CMS Energy Corp. | 0.26% | 63,884 | $4.4M | Add +0.4% |
| NKE Nike Inc. Class B | 0.26% | 61,763 | $4.4M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 34,317 | $4.2M | New |
| TXN Texas Instruments Inc. | 0.24% | 20,065 | $4.2M | New |
| FISV Fiserv Inc. | 0.24% | 23,980 | $4.1M | New |
| CL Colgate-Palmolive Co. | 0.24% | 45,333 | $4.1M | New |
| DUK Duke Energy Corp. | 0.24% | 34,665 | $4.1M | New |
| ADBE Adobe Inc. | 0.24% | 10,538 | $4.1M | New |
| GS Goldman Sachs Group Inc. | 0.24% | 5,749 | $4.1M | New |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 9,813 | $4.0M | New |
| HLT Hilton Worldwide Holdings Inc. | 0.23% | 14,823 | $3.9M | New |
| C Citigroup Inc. | 0.23% | 45,955 | $3.9M | New |
| BDX Becton Dickinson and Co. | 0.23% | 22,257 | $3.8M | New |
| T AT&T Inc. | 0.22% | 131,794 | $3.8M | New |
| PFE Pfizer Inc. | 0.22% | 157,138 | $3.8M | New |
| AIG American International Group | 0.22% | 43,317 | $3.7M | New |
| CMI Cummins Inc. | 0.22% | 11,249 | $3.7M | New |
| MRK Merck & Co. Inc. | 0.21% | 45,633 | $3.6M | New |
| PEG Public Service Enterprise GP | 0.21% | 42,251 | $3.6M | New |
| NOW ServiceNow Inc. | 0.21% | 3,435 | $3.5M | New |
| RTX RTX Corp. | 0.21% | 23,969 | $3.5M | New |
| FCX Freeport-McMoran Inc. | 0.21% | 80,683 | $3.5M | New |
| ISRG Intuitive Surgical Inc. | 0.21% | 6,432 | $3.5M | New |
| MRSH Marsh & McLennan Cos | 0.20% | 15,779 | $3.4M | New |
| MCD McDonald's Corp. | 0.20% | 11,638 | $3.4M | New |
| INTC Intel Corp. | 0.20% | 149,090 | $3.3M | Reduce -3.7% |