| MUB iShares National Muni Bond E | 4.69% | 80,521 | $8.7M | Add +35.3% |
| TIP iShares Tips Bond ETF | 3.84% | 64,919 | $7.1M | Add +85.8% |
| MU Micron Technology Inc. | 3.43% | 5,495 | $6.3M | Add +7.7% |
| WDC Western Digital Corp. | 3.24% | 9,387 | $6.0M | Reduce -0.3% |
| LITE Lumentum Holdings Inc. | 3.14% | 6,766 | $5.8M | Add +47.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.08% | 71,994 | $5.7M | Add +54.0% |
| PFF iShares Preferred & Income S | 2.72% | 164,858 | $5.0M | Add +100.7% |
| CWB SS SPDR BB Conv Sec ETF | 2.71% | 46,441 | $5.0M | Add +45.1% |
| BE Bloom Energy Corp. Class A | 1.94% | 11,834 | $3.6M | Add +34.9% |
| CRS Carpenter Technology | 1.82% | 5,455 | $3.4M | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 1.60% | 35,847 | $3.0M | Add +48.2% |
| MBB iShares MBS ETF | 1.51% | 29,567 | $2.8M | Add +47.1% |
| AZZ Azz Inc. | 1.47% | 17,512 | $2.7M | Add +8.1% |
| LRCX Lam Research Corp. | 1.38% | 5,885 | $2.6M | Add +11.9% |
| EMB iShares JP Morgan Usd Emergi | 1.19% | 22,793 | $2.2M | Add +13.6% |
| NVDA Nvidia Corp. | 1.17% | 10,830 | $2.2M | Add +83.1% |
| AMD Advanced Micro Devices | 1.15% | 3,652 | $2.1M | Add +11.8% |
| CTVA Corteva Inc. | 1.00% | 21,840 | $1.8M | Add +14.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.97% | 18,941 | $1.8M | Add +19.7% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.95% | 20,205 | $1.8M | Add +7.7% |
| KLAC KLA Corp. | 0.93% | 5,672 | $1.7M | Add +9.7% |
| MTZ Mastec Inc. | 0.89% | 3,963 | $1.6M | Add +16.4% |
| COHR Coherent Corp. | 0.85% | 3,987 | $1.6M | Add +17.5% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.83% | 18,512 | $1.5M | Add +18.4% |
| SU Suncor Energy Inc. | 0.79% | 27,153 | $1.5M | Add +13.8% |
| VALE Vale SA-SP ADR | 0.76% | 93,742 | $1.4M | Add +20.4% |
| PWR Quanta Services Inc. | 0.74% | 1,897 | $1.4M | Add +7.2% |
| KGS Kodiak Gas Services Inc. | 0.74% | 18,173 | $1.4M | Reduce -0.1% |
| NUE Nucor Corp. | 0.73% | 6,072 | $1.4M | Add +25.7% |
| EW Edwards Lifesciences Corp. | 0.73% | 14,920 | $1.3M | Add +10.8% |
| TKO Tko Group Holdings Inc. | 0.73% | 6,672 | $1.3M | Reduce -7.0% |
| ITT Itt Inc. | 0.72% | 6,750 | $1.3M | Add +7.2% |
| TD Toronto-Dominion Bank | 0.71% | 10,883 | $1.3M | Add +8.2% |
| NVT Nvent Electric PLC | 0.71% | 7,707 | $1.3M | Reduce -15.6% |
| VMI Valmont Industries | 0.70% | 2,227 | $1.3M | Reduce -12.2% |
| GWW WW Grainger Inc. | 0.70% | 945 | $1.3M | Add +12.8% |
| MRK Merck & Co. Inc. | 0.68% | 9,736 | $1.3M | Add +8.5% |
| NEE Nextera Energy Inc. | 0.68% | 14,239 | $1.2M | Add +12.6% |
| ADM Archer-Daniels-Midland Co. | 0.66% | 15,883 | $1.2M | Add +14.7% |
| O Realty Income Corp. | 0.66% | 19,559 | $1.2M | Add +6.1% |
| CSCO Cisco Systems Inc. | 0.64% | 10,080 | $1.2M | Add +29.5% |
| KEYS Keysight Technologies Inc. | 0.63% | 3,351 | $1.2M | Add +31.5% |
| MNST Monster Beverage Corp. | 0.63% | 12,165 | $1.2M | Add +18.8% |
| ROST Ross Stores Inc. | 0.63% | 5,427 | $1.2M | Reduce -6.0% |
| LHX L3HARRIS Technologies Inc. | 0.62% | 3,943 | $1.1M | Add +26.9% |
| GLNG Golar LNG Ltd. | 0.62% | 22,840 | $1.1M | Add +18.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.61% | 9,939 | $1.1M | New |
| CLH Clean Harbors Inc. | 0.61% | 3,761 | $1.1M | Add +1.8% |
| TS Tenaris SA-ADR | 0.61% | 20,168 | $1.1M | Add +16.7% |
| GATX Gatx Corp. | 0.60% | 6,289 | $1.1M | Add +31.3% |
| GVA Granite Construction Inc. | 0.59% | 6,949 | $1.1M | Add +32.7% |
| EQNR Equinor ASA-Spon ADR | 0.58% | 34,409 | $1.1M | Add +49.4% |
| AU Anglogold Ashanti PLC | 0.57% | 13,100 | $1.1M | Reduce -9.5% |
| GEV GE Vernova Inc. | 0.56% | 880 | $1.0M | Add +4.9% |
| PEP Pepsico Inc. | 0.56% | 7,597 | $1.0M | Add +15.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.56% | 5,461 | $1.0M | Add +20.8% |
| TTE Totalenergies SE | 0.54% | 12,893 | $1.0M | Add +7.2% |
| AMX America Movil Sab DE CV | 0.54% | 38,276 | $995K | Add +3.3% |
| RBC RBC Bearings Inc. | 0.54% | 1,536 | $989K | Reduce -9.4% |
| BWXT BWX Technologies Inc. | 0.53% | 5,047 | $982K | Add +19.7% |
| VMC Vulcan Materials Co. | 0.53% | 3,325 | $981K | Add +287.1% |
| GD General Dynamics Corp. | 0.52% | 2,691 | $953K | Add +0.2% |
| PSA Public Storage | 0.52% | 2,994 | $953K | Add +1.3% |
| AEM Agnico Eagle Mines Ltd. | 0.51% | 6,114 | $948K | Reduce -25.3% |
| URI United Rentals Inc. | 0.50% | 808 | $915K | Add +93.8% |
| KEX Kirby Corp. | 0.49% | 6,724 | $914K | Add +7.2% |
| NTR Nutrien Ltd. | 0.49% | 14,363 | $904K | Add +13.2% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.48% | 10,810 | $891K | Add +8.4% |
| STLD Steel Dynamics Inc. | 0.48% | 3,827 | $878K | Add +4.7% |
| SCCO Southern Copper Corp. | 0.46% | 4,917 | $857K | Reduce -5.0% |
| BP BP PLC-Spons ADR | 0.46% | 22,758 | $841K | Add +6.5% |
| BIIB Biogen Inc. | 0.45% | 3,879 | $838K | Add +9.4% |
| CP Canadian Pacific Kansas City | 0.45% | 9,568 | $829K | Add +13.8% |
| ACGL Arch Capital Group Ltd. | 0.45% | 8,516 | $827K | Reduce -33.1% |
| RS Reliance Inc. | 0.45% | 2,204 | $823K | New |
| CVS CVS Health Corp. | 0.44% | 7,919 | $819K | Reduce -8.8% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.43% | 17,519 | $801K | Add +13.5% |
| ATI Ati Inc. | 0.43% | 4,049 | $798K | Add +6.7% |
| LNG Cheniere Energy Inc. | 0.43% | 3,315 | $792K | Add +13.8% |
| ORA Ormat Technologies Inc. | 0.41% | 7,035 | $766K | Add +11.1% |
| ROK Rockwell Automation Inc. | 0.41% | 1,529 | $757K | Add +7.2% |
| TEL Te Connectivity PLC | 0.40% | 3,632 | $732K | Add +42.9% |
| LIN Linde PLC | 0.40% | 1,409 | $731K | New |
| ATMU Atmus Filtration Technologie | 0.39% | 14,121 | $720K | Add +11.0% |
| FRO Frontline PLC | 0.38% | 20,326 | $707K | Add +12.2% |
| WTRG Essential Utilities Inc. | 0.38% | 18,273 | $700K | Add +20.2% |
| GSK GSK PLC-Spon ADR | 0.38% | 13,352 | $700K | Add +3.5% |
| NXT Nextpower Inc. | 0.38% | 5,874 | $700K | Add +2.0% |
| NSC Norfolk Southern Corp. | 0.37% | 2,190 | $689K | Reduce -25.8% |
| YOU Clear Secure Inc. Class A | 0.37% | 12,197 | $680K | Add +7.2% |
| APLD Applied Digital Corp. | 0.36% | 17,988 | $671K | Add +36.6% |
| HII Huntington Ingalls Industrie | 0.36% | 2,388 | $668K | Add +3.1% |
| CR Crane Co. | 0.36% | 2,987 | $666K | New |
| EMBJ Embraer SA-Spon ADR | 0.36% | 10,400 | $664K | Reduce -28.5% |
| DE Deere & Co. | 0.35% | 1,031 | $654K | Add +29.4% |
| DVN Devon Energy Corp. | 0.35% | 15,805 | $653K | Add +6.3% |
| BCPC Balchem Corp. | 0.35% | 3,834 | $648K | Reduce -1.1% |
| CNI Canadian Natl Railway Co. | 0.35% | 5,360 | $639K | Add +13.2% |
| MP MP Materials Corp. | 0.34% | 11,240 | $630K | Add +36.6% |
| ULS Ul Solutions Inc. Class A | 0.34% | 6,179 | $629K | Reduce -1.4% |
| DRS Leonardo DRS Inc. | 0.34% | 14,678 | $626K | Add +91.0% |
| CCJ Cameco Corp. | 0.34% | 6,127 | $624K | Add +7.2% |
| PPG PPG Industries Inc. | 0.33% | 5,053 | $613K | New |
| HSY The Hershey Co. | 0.33% | 3,466 | $608K | Add +9.0% |
| QSR Restaurant Brands Intern | 0.33% | 8,349 | $605K | Add +3.1% |
| GFF Griffon Corp. | 0.32% | 6,153 | $600K | Add +6.6% |
| NET Cloudflare Inc. Class A | 0.32% | 2,432 | $597K | Add +88.1% |
| BG Bunge Global SA | 0.32% | 5,572 | $595K | Add +6.7% |
| CF CF Industries Holdings Inc. | 0.32% | 5,458 | $591K | Add +44.6% |
| TSN Tyson Foods Inc. Class A | 0.32% | 10,222 | $585K | Reduce -2.0% |
| AGI Alamos Gold Inc. Class A | 0.31% | 18,800 | $570K | Add +7.1% |
| HAL Halliburton Co. | 0.31% | 16,799 | $570K | Add +3.8% |
| APD Air Products & Chemicals Inc. | 0.31% | 1,934 | $567K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.31% | 284 | $565K | Add +40.6% |
| FERG Ferguson Enterprises Inc. | 0.30% | 2,345 | $557K | Add +7.2% |
| BA The Boeing Co. | 0.30% | 2,569 | $556K | Add +14.2% |
| STNG Scorpio Tankers Inc. | 0.30% | 7,950 | $551K | Add +21.1% |
| TECK Teck Resources Ltd.-CLS B | 0.29% | 9,076 | $540K | Add +12.3% |
| CCK Crown Holdings Inc. | 0.29% | 4,816 | $539K | Add +7.2% |
| AGCO Agco Corp. | 0.29% | 4,423 | $529K | Add +22.2% |
| ILMN Illumina Inc. | 0.29% | 2,999 | $527K | Reduce -5.3% |
| BC Brunswick Corp. | 0.28% | 6,247 | $526K | Add +15.4% |
| AAPL Apple Inc. | 0.28% | 1,768 | $512K | Add +29.5% |
| EQT Eqt Corp. | 0.27% | 9,398 | $500K | Add +7.2% |
| NEM Newmont Corp. | 0.27% | 5,259 | $491K | Add +29.5% |
| CXW Corecivic Inc. | 0.27% | 16,142 | $490K | New |
| BDX Becton Dickinson and Co. | 0.26% | 3,164 | $479K | Reduce -19.8% |
| BXMT Blackstone Mortgage Tru Class A | 0.25% | 27,775 | $471K | Add +99.3% |
| GEO The Geo Group Inc. | 0.24% | 15,298 | $452K | New |
| FMX Fomento Economico Mex-SP ADR | 0.24% | 3,509 | $449K | Add +29.4% |
| HCC Warrior Met Coal Inc. | 0.24% | 5,521 | $448K | Reduce -3.9% |
| LMT Lockheed Martin Corp. | 0.22% | 794 | $405K | Add +29.3% |
| YUM Yum! Brands Inc. | 0.21% | 2,424 | $388K | Add +29.4% |
| CNR Core Natural Resources Inc. | 0.21% | 4,811 | $385K | Add +67.5% |
| ALB Albemarle Corp. | 0.21% | 2,845 | $384K | Add +2.9% |
| REGN Regeneron Pharmaceuticals | 0.20% | 603 | $376K | Add +1.2% |
| CVX Chevron Corp. | 0.20% | 2,176 | $361K | Add +29.5% |
| NOC Northrop Grumman Corp. | 0.19% | 704 | $359K | Reduce -69.5% |
| SRE Sempra | 0.19% | 3,852 | $357K | Add +29.5% |
| NXE Nexgen Energy Ltd. | 0.19% | 37,249 | $350K | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.19% | 289 | $347K | Add +28.4% |
| IDXX Idexx Laboratories Inc. | 0.18% | 625 | $329K | Reduce -18.4% |
| PFE Pfizer Inc. | 0.17% | 13,236 | $319K | Reduce -33.8% |
| ODFL Old Dominion Freight Line | 0.17% | 1,454 | $315K | Add +29.4% |
| AS Amer Sports Inc. | 0.17% | 9,091 | $308K | Add +7.2% |
| WMS Advanced Drainage Systems Inc. | 0.16% | 1,919 | $301K | Reduce -20.3% |
| LYB Lyondellbasell Indu Class A | 0.16% | 5,613 | $296K | Add +8.7% |
| FTNT Fortinet Inc. | 0.16% | 1,921 | $295K | New |
| MCHP Microchip Technology Inc. | 0.15% | 3,035 | $277K | New |
| ELV Elevance Health Inc. | 0.15% | 711 | $275K | New |
| GLXY Galaxy Digital Inc. Class A | 0.14% | 9,659 | $264K | New |
| NTES Netease Inc.-ADR | 0.14% | 1,994 | $256K | New |
| TSLA Tesla Inc. | 0.13% | 560 | $236K | New |
| PRU Prudential Financial Inc. | 0.12% | 2,134 | $230K | No change |
| KTOS Kratos Defense & Security | 0.12% | 4,577 | $228K | Reduce -74.8% |
| AMR Alpha Metallurgical Resource | 0.12% | 1,362 | $225K | Reduce -8.8% |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.07% | 49,711 | $135K | New |
| HIVE Hive Digital Technologies LT | 0.06% | 28,447 | $104K | New |