| AAPL Apple Inc. | 5.61% | 255,975 | $53.9M | Add +52.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.53% | 97,598 | $53.1M | Reduce -3.0% |
| MSFT Microsoft Corp. | 4.66% | 100,263 | $44.8M | Reduce -1.3% |
| NVDA Nvidia Corp. | 2.98% | 231,725 | $28.6M | Add +11.4% |
| AMZN Amazon.com Inc. | 2.95% | 146,448 | $28.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.57% | 135,602 | $24.7M | Reduce -10.2% |
| PLTR Palantir Technologies Inc. Class A | 2.55% | 968,828 | $24.5M | Reduce -2.5% |
| MS Morgan Stanley | 2.39% | 235,904 | $22.9M | Add +0.0% |
| LLY Eli Lilly & Co. | 2.28% | 24,168 | $21.9M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 1.99% | 94,292 | $19.1M | Reduce -2.2% |
| PANW Palo Alto Networks Inc. | 1.79% | 50,685 | $17.2M | Add +5.5% |
| ABT Abbott Laboratories | 1.79% | 165,121 | $17.2M | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 1.78% | 77,402 | $17.1M | Add +16.3% |
| CB Chubb Ltd. | 1.78% | 66,863 | $17.1M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.76% | 19,854 | $16.9M | Reduce -4.4% |
| ABBV Abbvie Inc. | 1.74% | 97,582 | $16.7M | Add +2.0% |
| RTX RTX Corp. | 1.70% | 162,712 | $16.3M | Reduce -5.4% |
| ORCL Oracle Corp. | 1.69% | 115,076 | $16.2M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 1.65% | 50,416 | $15.8M | Reduce -7.2% |
| AXP American Express Co. | 1.60% | 66,447 | $15.4M | Add +57.1% |
| MRK Merck & Co. Inc. | 1.57% | 121,969 | $15.1M | Reduce -0.2% |
| EMR Emerson Electric Co. | 1.53% | 133,408 | $14.7M | Add +4.0% |
| AMD Advanced Micro Devices | 1.52% | 89,887 | $14.6M | Add +44.4% |
| DASH DoorDash Inc. Class A | 1.52% | 134,000 | $14.6M | Reduce -14.7% |
| JPM JPMorgan Chase & Co. | 1.51% | 71,925 | $14.5M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.49% | 361,071 | $14.4M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 1.47% | 28,028 | $14.1M | Add +19.8% |
| V Visa Inc. Class A | 1.46% | 53,577 | $14.1M | Add +0.5% |
| DD Dupont DE Nemours Inc. | 1.44% | 171,763 | $13.8M | Add +6.4% |
| LIN Linde PLC | 1.43% | 31,294 | $13.7M | Reduce -0.8% |
| NOW ServiceNow Inc. | 1.36% | 16,653 | $13.1M | New |
| SYK Stryker Corp. | 1.36% | 38,469 | $13.1M | Add +45.7% |
| TGT Target Corp. | 1.32% | 85,802 | $12.7M | Add +0.6% |
| PWR Quanta Services Inc. | 1.32% | 49,874 | $12.7M | Reduce -20.5% |
| HON Honeywell International Inc. | 1.32% | 59,335 | $12.7M | Reduce -5.2% |
| KO The Coca-Cola Co. | 1.29% | 194,631 | $12.4M | Add +5.0% |
| WELL Welltower Inc. | 1.28% | 118,125 | $12.3M | Add +0.3% |
| VZ Verizon Communications Inc. | 1.24% | 288,634 | $11.9M | Add +1.7% |
| WFC Wells Fargo & Co. | 1.23% | 199,254 | $11.8M | Reduce -16.9% |
| PEP Pepsico Inc. | 1.07% | 62,411 | $10.3M | Reduce -5.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.03% | 209,797 | $9.9M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 1.02% | 17,691 | $9.8M | Add +50.5% |
| CVX Chevron Corp. | 0.95% | 58,611 | $9.2M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.94% | 90,862 | $9.0M | Add +6.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 79,866 | $8.8M | Reduce -43.4% |
| VWO Vanguard Ftse Emerging Marke | 0.81% | 178,729 | $7.8M | Add +0.4% |
| COP Conocophillips | 0.80% | 66,949 | $7.7M | Add +0.5% |
| TYL Tyler Technologies Inc. | 0.65% | 12,368 | $6.2M | Reduce -16.1% |
| EFA iShares MSCI Eafe ETF | 0.54% | 66,792 | $5.2M | Add +0.9% |
| CRDO Credo Technology Group Holdi | 0.42% | 125,326 | $4.0M | Add +2.5% |
| AMRC Ameresco Inc. Class A | 0.42% | 138,690 | $4.0M | Reduce -3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.42% | 34,004 | $4.0M | Add +1.3% |
| AORT Artivion Inc. | 0.38% | 144,172 | $3.7M | Reduce -3.9% |
| RBLX Roblox Corp. Class A | 0.38% | 99,000 | $3.7M | No change |
| ZETA Zeta Global Holdings Corp. Class A | 0.36% | 198,335 | $3.5M | Reduce -19.2% |
| TRUP Trupanion Inc. | 0.35% | 113,567 | $3.3M | Add +31.3% |
| HSTM Healthstream Inc. | 0.32% | 110,886 | $3.1M | Reduce -3.8% |
| CYBR Cyberark Software Ltd./Israel | 0.32% | 11,258 | $3.1M | Reduce -3.8% |
| CALX Calix Inc. | 0.31% | 84,790 | $3.0M | Add +44.8% |
| IOSP Innospec Inc. | 0.29% | 22,894 | $2.8M | Reduce -3.7% |
| SHYF The Shyft Group Inc. | 0.29% | 235,283 | $2.8M | Reduce -2.4% |
| IMAX Imax Corp. | 0.29% | 166,136 | $2.8M | Reduce -3.6% |
| OGS One Gas Inc. | 0.28% | 42,711 | $2.7M | Reduce -3.6% |
| NVEE NV5 Global Inc. | 0.28% | 29,150 | $2.7M | Reduce -4.0% |
| DFS Discover Financial Services | 0.28% | 20,569 | $2.7M | No change |
| IMXI International Money Express | 0.28% | 128,832 | $2.7M | Reduce -3.3% |
| XRN Global Medical REIT Inc. | 0.27% | 290,804 | $2.6M | Reduce -3.8% |
| SM SM Energy Co. | 0.27% | 59,404 | $2.6M | Reduce -3.8% |
| AIN Albany Intl Corp. Class A | 0.27% | 30,224 | $2.6M | New |
| HCSG Healthcare Services Group | 0.26% | 238,825 | $2.5M | Reduce -3.9% |
| OMCL Omnicell Inc. | 0.26% | 92,108 | $2.5M | Reduce -3.6% |
| SFM Sprouts Farmers Market Inc. | 0.26% | 29,388 | $2.5M | Reduce -3.7% |
| AFL Aflac Inc. | 0.26% | 27,488 | $2.5M | No change |
| PBH Prestige Consumer Healthcare | 0.25% | 34,651 | $2.4M | Reduce -3.8% |
| AX Axos Financial Inc. | 0.25% | 41,702 | $2.4M | Reduce -3.9% |
| DEA Easterly Govt Pptys Inc. | 0.25% | 191,811 | $2.4M | Reduce -3.8% |
| AMN Amn Healthcare Services Inc. | 0.25% | 46,140 | $2.4M | Reduce -3.8% |
| CVGW Calavo Growers Inc. | 0.24% | 102,504 | $2.3M | Reduce -4.1% |
| SMTC Semtech Corp. | 0.23% | 72,631 | $2.2M | Reduce -36.1% |
| SSTK Shutterstock Inc. | 0.22% | 55,682 | $2.2M | Reduce -3.7% |
| GDOT Green Dot Corp. Class A | 0.22% | 227,694 | $2.2M | Reduce -3.6% |
| CLNE Clean Energy Fuels Corp. | 0.22% | 796,230 | $2.1M | Reduce -2.2% |
| HSY The Hershey Co. | 0.22% | 11,370 | $2.1M | Add +729.9% |
| AVAV Aerovironment Inc. | 0.20% | 10,754 | $2.0M | Reduce -3.7% |
| SFNC Simmons First Natl Corp. Class A | 0.20% | 109,535 | $1.9M | Reduce -3.8% |
| CLBT Cellebrite Di Ltd. | 0.19% | 150,854 | $1.8M | New |
| LOVE The Lovesac Co. | 0.19% | 78,848 | $1.8M | Reduce -3.1% |
| TBRG Trubridge Inc. | 0.17% | 167,807 | $1.7M | Reduce -4.1% |
| THRM Gentherm Inc. | 0.17% | 33,248 | $1.6M | Reduce -3.7% |
| PG The Procter & Gamble Co. | 0.17% | 9,827 | $1.6M | Add +31.9% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 25,883 | $1.5M | Add +3.2% |
| SONO Sonos Inc. | 0.16% | 101,730 | $1.5M | Reduce -4.0% |
| CFLT Confluent Inc. Class A | 0.15% | 50,000 | $1.5M | No change |
| CYRX Cryoport Inc. | 0.13% | 175,588 | $1.2M | Add +26.3% |
| PNC PNC Financial Services Group | 0.11% | 6,852 | $1.1M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.11% | 1,882 | $1.0M | Reduce -92.3% |
| XOM Exxon Mobil Corp. | 0.11% | 8,997 | $1.0M | Reduce -74.8% |
| JNJ Johnson & Johnson | 0.10% | 6,242 | $912K | Reduce -9.2% |
| MCD McDonald's Corp. | 0.08% | 3,030 | $772K | Reduce -93.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.07% | 7,661 | $658K | No change |