| AAPL Apple Inc. | 8.74% | 155,632 | $45.0M | Add +15.5% |
| NVDA Nvidia Corp. | 7.43% | 191,477 | $38.3M | Add +6.9% |
| UPS United Parcel Service Class B | 6.41% | 307,074 | $33.0M | Reduce -54.3% |
| MSFT Microsoft Corp. | 4.68% | 64,700 | $24.1M | Add +12.6% |
| GOOG Alphabet Inc. Class C | 4.51% | 65,832 | $23.3M | Add +27.8% |
| GOOGL Alphabet Inc. Class A | 4.06% | 58,554 | $20.9M | Add +13.8% |
| AMZN Amazon.com Inc. | 3.96% | 85,673 | $20.4M | Add +5.5% |
| MRVL Marvell Technology Inc. | 2.28% | 39,516 | $11.8M | Reduce -6.1% |
| MA Mastercard Inc. Class A | 2.06% | 20,672 | $10.6M | Add +70.6% |
| JPM JPMorgan Chase & Co. | 2.04% | 32,121 | $10.5M | Add +2.8% |
| AVGO Broadcom Inc. | 2.04% | 27,831 | $10.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 2.01% | 15,108 | $10.4M | Add +18.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.88% | 12,958 | $9.7M | Add +23.4% |
| IWF iShares Russell 1000 Growth | 1.60% | 66,244 | $8.2M | Add +21.9% |
| COST Costco Wholesale Corp. | 1.45% | 7,969 | $7.5M | Add +74.4% |
| CAT Caterpillar Inc. | 1.23% | 5,968 | $6.4M | Add +28.7% |
| HD Home Depot Inc. | 1.09% | 15,984 | $5.6M | Add +13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 11,136 | $5.6M | Add +49.4% |
| AMAT Applied Materials Inc. | 1.04% | 7,426 | $5.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 1.00% | 17,026 | $5.2M | Add +6.5% |
| META Meta Platforms Inc. Class A | 0.96% | 8,761 | $4.9M | Add +21.5% |
| V Visa Inc. Class A | 0.96% | 14,379 | $4.9M | Add +3.9% |
| SGOV iShares 0-3 Month Treasury B | 0.93% | 47,750 | $4.8M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.91% | 6,284 | $4.7M | Add +38.6% |
| JNJ Johnson & Johnson | 0.84% | 17,139 | $4.4M | Add +8.6% |
| MCK McKesson Corp. | 0.81% | 5,529 | $4.2M | Add +7.4% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 56,795 | $4.0M | No change |
| APH Amphenol Corp. Class A | 0.71% | 20,753 | $3.7M | Add +7.0% |
| CSCO Cisco Systems Inc. | 0.71% | 31,083 | $3.7M | Add +4.3% |
| WMT Walmart Inc. | 0.68% | 30,837 | $3.5M | Add +22.1% |
| PH Parker Hannifin Corp. | 0.64% | 3,370 | $3.3M | Add +3.1% |
| ABBV Abbvie Inc. | 0.60% | 12,350 | $3.1M | Add +1.3% |
| AME Ametek Inc. | 0.57% | 12,190 | $2.9M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.53% | 17,455 | $2.7M | Add +38.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.53% | 18,039 | $2.7M | Add +102.8% |
| DHR Danaher Corp. | 0.52% | 14,092 | $2.7M | Add +35.1% |
| IEMG iShares Core MSCI Emerging | 0.50% | 30,881 | $2.6M | Add +23.3% |
| CVX Chevron Corp. | 0.49% | 15,247 | $2.5M | Add +23.2% |
| GLD SPDR Gold Shares | 0.49% | 6,825 | $2.5M | No change |
| LRCX Lam Research Corp. | 0.48% | 5,760 | $2.5M | No change |
| DE Deere & Co. | 0.46% | 3,699 | $2.3M | Add +8.1% |
| AMP Ameriprise Financial Inc. | 0.44% | 4,955 | $2.3M | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.44% | 27,200 | $2.2M | Reduce -10.7% |
| SDY SS SPDR S&P Dividend ETF | 0.40% | 13,709 | $2.1M | Add +2.2% |
| QCOM Qualcomm Inc. | 0.39% | 11,010 | $2.0M | No change |
| PFE Pfizer Inc. | 0.39% | 84,332 | $2.0M | Add +0.4% |
| DVY iShares Select Dividend ETF | 0.39% | 12,927 | $2.0M | Add +22.9% |
| ADBE Adobe Inc. | 0.39% | 9,783 | $2.0M | Add +51.0% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 3,975 | $2.0M | No change |
| PG The Procter & Gamble Co. | 0.38% | 13,481 | $2.0M | Add +16.7% |
| GILD Gilead Sciences Inc. | 0.36% | 14,803 | $1.9M | Add +4.7% |
| GEV GE Vernova Inc. | 0.36% | 1,567 | $1.8M | No change |
| PEP Pepsico Inc. | 0.35% | 13,489 | $1.8M | Add +19.0% |
| ALB Albemarle Corp. | 0.34% | 13,100 | $1.8M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.34% | 11,868 | $1.7M | Add +10.4% |
| NSC Norfolk Southern Corp. | 0.34% | 5,495 | $1.7M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 17,832 | $1.7M | Reduce -0.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.32% | 66,000 | $1.7M | Add +78.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.32% | 68,501 | $1.7M | Add +22.8% |
| SNOW Snowflake Inc. | 0.31% | 6,246 | $1.6M | Add +72.5% |
| LIN Linde PLC | 0.31% | 3,057 | $1.6M | Add +312.6% |
| ABT Abbott Laboratories | 0.29% | 16,711 | $1.5M | Add +24.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 2 | $1.5M | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.29% | 61,000 | $1.5M | Add +90.6% |
| CB Chubb Ltd. | 0.27% | 4,015 | $1.4M | Add +36.8% |
| MU Micron Technology Inc. | 0.26% | 1,180 | $1.4M | No change |
| ICE Intercontinental Exchange Inc. | 0.26% | 10,768 | $1.3M | Add +1.8% |
| FAST Fastenal Co. | 0.26% | 27,569 | $1.3M | Add +159.0% |
| MCD McDonald's Corp. | 0.26% | 4,887 | $1.3M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.25% | 4,363 | $1.3M | Add +102.4% |
| UBER Uber Technologies Inc. | 0.25% | 17,992 | $1.3M | Reduce -11.0% |
| BKNG Booking Holdings Inc. | 0.25% | 7,175 | $1.3M | Reduce -95.5% |
| HDV iShares Core High Dividend E | 0.25% | 46,095 | $1.3M | No change |
| EW Edwards Lifesciences Corp. | 0.24% | 13,702 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.24% | 14,002 | $1.2M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.24% | 9,510 | $1.2M | Add +36.5% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 15,580 | $1.2M | Add +0.7% |
| INTC Intel Corp. | 0.23% | 8,433 | $1.2M | No change |
| CHD Church & Dwight Co. Inc. | 0.23% | 12,131 | $1.2M | Add +16.8% |
| PML PIMCO Municipal Income FD II | 0.22% | 148,388 | $1.1M | No change |
| ADP Automatic Data Processing | 0.22% | 4,983 | $1.1M | Add +131.7% |
| LLY Eli Lilly & Co. | 0.22% | 925 | $1.1M | Add +20.0% |
| VDE Vanguard Energy ETF | 0.21% | 7,375 | $1.1M | No change |
| EOG EOG Resources Inc. | 0.21% | 8,510 | $1.1M | No change |
| NUE Nucor Corp. | 0.21% | 4,815 | $1.1M | No change |
| NXPI NXP Semiconductors NV | 0.20% | 3,750 | $1.1M | Reduce -27.9% |
| ECL Ecolab Inc. | 0.20% | 3,723 | $1.0M | Add +0.8% |
| MDT Medtronic PLC | 0.19% | 12,674 | $991K | Reduce -14.8% |
| GWW WW Grainger Inc. | 0.19% | 727 | $989K | Add +86.4% |
| ROP Roper Technologies Inc. | 0.19% | 2,900 | $981K | No change |
| CVS CVS Health Corp. | 0.19% | 9,352 | $967K | Add +0.6% |
| CMI Cummins Inc. | 0.19% | 1,355 | $966K | No change |
| KKR KKR & Co. Inc. | 0.19% | 10,500 | $964K | Reduce -12.6% |
| BNY Bank of New York Mellon Corp. | 0.19% | 6,618 | $957K | No change |
| AMT American Tower Corp. | 0.18% | 5,546 | $907K | Add +1.6% |
| EFA iShares MSCI Eafe ETF | 0.17% | 8,666 | $900K | Add +64.1% |
| EA Electronic Arts Inc. | 0.17% | 4,290 | $880K | No change |
| DLR Digital Realty Trust Inc. | 0.17% | 4,873 | $875K | Add +0.5% |
| XLK SS Technology Select Sector | 0.17% | 4,483 | $854K | Add +42.8% |
| KO The Coca-Cola Co. | 0.16% | 10,412 | $846K | Add +144.9% |
| RTX RTX Corp. | 0.16% | 4,369 | $829K | No change |
| AWK American Water Works Co. Inc. | 0.16% | 6,233 | $820K | Add +4.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 1,073 | $819K | New |
| IAU iShares Gold Trust | 0.15% | 10,195 | $770K | New |
| SHW The Sherwin-Williams Co. | 0.15% | 2,187 | $753K | Add +5.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.15% | 16,180 | $752K | No change |
| PLD Prologis Inc. | 0.15% | 5,530 | $749K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.14% | 29,000 | $744K | New |
| EEM iShares MSCI Emerging Market | 0.14% | 10,820 | $740K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.14% | 6,315 | $718K | No change |
| UNP Union Pacific Corp. | 0.14% | 2,636 | $717K | Add +107.7% |
| WAT Waters Corp. | 0.14% | 1,887 | $708K | Add +113.5% |
| ZTS Zoetis Inc. | 0.13% | 9,522 | $684K | Add +7.8% |
| NKE Nike Inc. Class B | 0.13% | 16,507 | $678K | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 920 | $677K | Add +124.4% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 4,532 | $672K | Add +0.6% |
| XLV SS Health Care Select Sector | 0.13% | 4,233 | $672K | Reduce -35.4% |
| VZ Verizon Communications Inc. | 0.13% | 15,853 | $671K | Add +1.1% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 11,575 | $667K | No change |
| SBUX Starbucks Corp. | 0.13% | 6,514 | $666K | Add +30.8% |
| OXY Occidental Petroleum Corp. | 0.13% | 13,535 | $657K | Add +7.3% |
| AIG American International Group | 0.13% | 8,760 | $653K | Add +136.2% |
| MMM 3M Co. | 0.12% | 3,951 | $640K | Add +10.5% |
| KVUE Kenvue Inc. | 0.12% | 33,388 | $638K | No change |
| ISRG Intuitive Surgical Inc. | 0.12% | 1,601 | $637K | No change |
| SPGI S&P Global Inc. | 0.12% | 1,648 | $635K | Add +131.1% |
| EXPD Expeditors Intl Wash Inc. | 0.12% | 3,845 | $627K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 7,700 | $620K | No change |
| PANW Palo Alto Networks Inc. | 0.11% | 1,730 | $590K | Add +1.1% |
| NOW ServiceNow Inc. | 0.11% | 5,935 | $589K | Add +17.4% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,538 | $575K | No change |
| REGN Regeneron Pharmaceuticals | 0.11% | 910 | $567K | Add +40.9% |
| BDX Becton Dickinson and Co. | 0.11% | 3,749 | $567K | Add +11.9% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.11% | 22,000 | $563K | New |
| TT Trane Technologies PLC | 0.11% | 1,142 | $561K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.11% | 22,000 | $559K | New |
| HON Honeywell International Inc. | 0.11% | 2,459 | $551K | Add +0.7% |
| MS Morgan Stanley | 0.11% | 2,626 | $549K | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,949 | $548K | Add +0.7% |
| GD General Dynamics Corp. | 0.11% | 1,546 | $548K | Add +1.5% |
| HONA Honeywell Aerospace Inc. | 0.11% | 2,459 | $544K | Add +0.7% |
| TSLA Tesla Inc. | 0.10% | 1,269 | $534K | Add +0.2% |
| AMD Advanced Micro Devices | 0.10% | 862 | $501K | New |
| BLK BlackRock Inc. | 0.09% | 500 | $481K | Add +1.2% |
| CSX CSX Corp. | 0.09% | 9,948 | $473K | No change |
| HSY The Hershey Co. | 0.09% | 2,683 | $471K | Add +1.4% |
| INTU Intuit Inc. | 0.09% | 1,725 | $450K | Reduce -0.9% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 2,867 | $449K | Add +76.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 3,810 | $448K | Add +15.1% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,239 | $445K | No change |
| BDJ BlackRock Enhanced Eqty DVD | 0.08% | 45,237 | $433K | No change |
| PM Philip Morris International | 0.08% | 2,348 | $425K | Add +7.6% |
| CI The Cigna Group | 0.08% | 1,540 | $425K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,725 | $419K | Reduce -0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 8,656 | $415K | New |
| ETN Eaton Corp. PLC | 0.08% | 956 | $407K | No change |
| IGV iShares Expanded Tech-Softwa | 0.08% | 4,425 | $401K | Add +47.5% |
| XLF SS Financial Select Sector | 0.08% | 7,371 | $395K | New |
| ACN Accenture PLC Class A | 0.08% | 3,124 | $389K | Add +1.4% |
| VRSK Verisk Analytics Inc. | 0.07% | 2,150 | $386K | New |
| AZN Astrazeneca PLC | 0.07% | 2,031 | $385K | Add +1.6% |
| GLW Corning Inc. | 0.07% | 1,500 | $383K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 3,952 | $382K | Add +17.1% |
| TGT Target Corp. | 0.07% | 2,906 | $380K | Add +2.5% |
| PWR Quanta Services Inc. | 0.07% | 518 | $373K | No change |
| WM Waste Management Inc. | 0.07% | 1,652 | $368K | Add +47.9% |
| BAC Bank of America Corp. | 0.07% | 6,326 | $360K | Add +2.5% |
| VGK Vanguard Ftse Europe ETF | 0.07% | 4,058 | $359K | New |
| SNA Snap-on Inc. | 0.07% | 851 | $342K | Add +14.8% |
| T AT&T Inc. | 0.06% | 15,953 | $330K | Add +0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 2,992 | $330K | Add +5.1% |
| GS Goldman Sachs Group Inc. | 0.06% | 325 | $329K | No change |
| DOV Dover Corp. | 0.06% | 1,450 | $325K | New |
| BX Blackstone Inc. | 0.06% | 2,680 | $315K | Reduce -2.8% |
| EMR Emerson Electric Co. | 0.06% | 2,192 | $314K | New |
| UL Unilever PLC-Sponsored ADR | 0.06% | 5,065 | $305K | New |
| J Jacobs Solutions Inc. | 0.06% | 2,389 | $301K | No change |
| ROK Rockwell Automation Inc. | 0.06% | 605 | $300K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,500 | $296K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 146 | $290K | New |
| MKL Markel Group Inc. | 0.06% | 148 | $289K | Add +14.7% |
| SHEL Shell PLC-ADR | 0.06% | 3,655 | $283K | No change |
| TXN Texas Instruments Inc. | 0.05% | 948 | $283K | New |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,265 | $278K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 750 | $274K | No change |
| APD Air Products & Chemicals Inc. | 0.05% | 928 | $272K | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 8,000 | $271K | New |
| ITW Illinois Tool Works | 0.05% | 994 | $269K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.05% | 1,866 | $266K | No change |
| BWA Borgwarner Inc. | 0.05% | 4,000 | $266K | No change |
| SYK Stryker Corp. | 0.05% | 817 | $257K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.05% | 2,500 | $256K | Reduce -50.0% |
| COF Capital One Financial Corp. | 0.05% | 1,274 | $256K | No change |
| FTV Fortive Corp. | 0.05% | 4,171 | $255K | New |
| LOW Lowe's Cos Inc. | 0.05% | 1,123 | $248K | Add +1.2% |
| ADI Analog Devices Inc. | 0.05% | 622 | $247K | New |
| IWN iShares Russell 2000 Value E | 0.05% | 1,111 | $246K | No change |
| DFIC Dimensional International Co. | 0.05% | 6,321 | $236K | No change |
| LHX L3HARRIS Technologies Inc. | 0.05% | 805 | $234K | No change |
| IVE iShares S&P 500 Value ETF | 0.04% | 982 | $223K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,025 | $218K | New |
| XLI SS Industrial Select Sector | 0.04% | 1,150 | $213K | New |
| SYY Sysco Corp. | 0.04% | 2,514 | $210K | New |
| PSKY Paramount Skydance Class B | 0.04% | 20,168 | $199K | Reduce -5.5% |
| NMAX Newsmax Inc. | 0.02% | 13,888 | $115K | No change |