| LLY Eli Lilly & Co. | 5.58% | 42,778 | $46.0M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 5.46% | 143,749 | $45.0M | Add +583.7% |
| AMZN Amazon.com Inc. | 4.84% | 172,835 | $39.9M | Add +11.6% |
| MSFT Microsoft Corp. | 4.72% | 80,424 | $38.9M | Reduce -0.2% |
| ADSK Autodesk Inc. | 4.50% | 125,188 | $37.1M | Add +8.7% |
| AMD Advanced Micro Devices | 4.44% | 170,930 | $36.6M | Reduce -11.1% |
| AAPL Apple Inc. | 4.25% | 128,680 | $35.0M | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 4.23% | 381,725 | $34.8M | Add +15.1% |
| GS Goldman Sachs Group Inc. | 4.18% | 39,200 | $34.5M | Add +9.5% |
| MCK McKesson Corp. | 4.15% | 41,650 | $34.2M | Reduce -9.1% |
| IWM iShares Russell 2000 ETF | 4.06% | 136,020 | $33.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 3.94% | 64,561 | $32.5M | Add +13.6% |
| IEMG iShares Core MSCI Emerging | 3.60% | 440,650 | $29.6M | Add +0.0% |
| INTU Intuit Inc. | 3.41% | 42,410 | $28.1M | Add +60.1% |
| NVDA Nvidia Corp. | 3.26% | 144,090 | $26.9M | Reduce -18.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.31% | 374,660 | $19.1M | Reduce -22.1% |
| AVGO Broadcom Inc. | 2.11% | 50,250 | $17.4M | Reduce -20.8% |
| COST Costco Wholesale Corp. | 2.08% | 19,827 | $17.1M | No change |
| MELI MercadoLibre Inc. | 2.04% | 8,340 | $16.8M | Reduce -8.9% |
| TT Trane Technologies PLC | 1.93% | 40,950 | $15.9M | No change |
| SWK Stanley Black & Decker Inc. | 1.87% | 207,287 | $15.4M | Reduce -21.2% |
| LULU Lululemon Athletica Inc. | 1.86% | 73,925 | $15.4M | Add +22.9% |
| ROP Roper Technologies Inc. | 1.71% | 31,585 | $14.1M | New |
| NFLX Netflix Inc. | 1.57% | 138,360 | $13.0M | Reduce -39.3% |
| META Meta Platforms Inc. Class A | 1.54% | 19,220 | $12.7M | Reduce -63.3% |
| BKNG Booking Holdings Inc. | 1.50% | 2,315 | $12.4M | Reduce -31.3% |
| KKR KKR & Co. Inc. | 1.47% | 95,200 | $12.1M | Reduce -37.7% |
| SNPS Synopsys Inc. | 1.03% | 18,000 | $8.5M | New |
| V Visa Inc. Class A | 1.00% | 23,568 | $8.3M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.95% | 13,742 | $7.8M | Reduce -0.3% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.84% | 149,150 | $6.9M | Reduce -19.5% |
| RSG Republic Services Inc. | 0.82% | 31,883 | $6.8M | Reduce -48.2% |
| ABBV Abbvie Inc. | 0.74% | 26,589 | $6.1M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.73% | 10,360 | $6.0M | Reduce -1.2% |
| DHR Danaher Corp. | 0.58% | 20,962 | $4.8M | Reduce -1.3% |
| BX Blackstone Inc. | 0.45% | 23,950 | $3.7M | Reduce -58.3% |
| MU Micron Technology Inc. | 0.40% | 11,538 | $3.3M | Reduce -18.7% |
| WY Weyerhaeuser Co. | 0.39% | 135,000 | $3.2M | New |
| JPM JPMorgan Chase & Co. | 0.37% | 9,540 | $3.1M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 2,840 | $3.0M | Reduce -87.9% |
| ETN Eaton Corp. PLC | 0.31% | 7,940 | $2.5M | Reduce -56.0% |
| CHD Church & Dwight Co. Inc. | 0.28% | 27,227 | $2.3M | Reduce -3.4% |
| ADBE Adobe Inc. | 0.27% | 6,255 | $2.2M | Reduce -12.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 4,785 | $2.2M | Reduce -4.8% |
| CRM Salesforce Inc. | 0.26% | 8,105 | $2.1M | Reduce -12.0% |
| PG The Procter & Gamble Co. | 0.23% | 13,481 | $1.9M | Reduce -8.5% |
| AMT American Tower Corp. | 0.23% | 10,763 | $1.9M | Reduce -3.0% |
| ANET Arista Networks Inc. | 0.21% | 13,453 | $1.8M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 0.20% | 9,145 | $1.7M | Reduce -10.3% |
| EW Edwards Lifesciences Corp. | 0.20% | 19,031 | $1.6M | No change |
| TER Teradyne Inc. | 0.18% | 7,495 | $1.5M | Reduce -95.7% |
| SYK Stryker Corp. | 0.14% | 3,168 | $1.1M | Add +5.0% |
| ABT Abbott Laboratories | 0.13% | 8,533 | $1.1M | Reduce -0.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 11,626 | $1.1M | No change |
| MAS Masco Corp. | 0.13% | 16,601 | $1.1M | Reduce -6.7% |
| MASI Masimo Corp. | 0.13% | 7,952 | $1.0M | Reduce -1.2% |
| AWK American Water Works Co. Inc. | 0.12% | 7,408 | $967K | Add +4.2% |
| ATO Atmos Energy Corp. | 0.10% | 5,135 | $861K | Reduce -0.5% |
| STE Steris PLC | 0.10% | 3,270 | $829K | No change |
| GILD Gilead Sciences Inc. | 0.09% | 6,133 | $753K | No change |
| ADP Automatic Data Processing | 0.09% | 2,888 | $743K | No change |
| BLD Topbuild Corp. | 0.09% | 1,751 | $731K | No change |
| SHW The Sherwin-Williams Co. | 0.09% | 2,175 | $705K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.08% | 4,667 | $662K | Reduce -2.1% |
| RGA Reinsurance Group of America | 0.08% | 3,116 | $634K | Reduce -6.0% |
| GIS General Mills Inc. | 0.07% | 11,800 | $549K | No change |
| FSLR First Solar Inc. | 0.06% | 2,000 | $522K | No change |
| ECL Ecolab Inc. | 0.06% | 1,850 | $486K | No change |
| CI The Cigna Group | 0.06% | 1,760 | $484K | No change |
| VLTO Veralto Corp. | 0.05% | 4,201 | $419K | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.04% | 4,500 | $361K | No change |
| LPLA LPL Financial Holdings Inc. | 0.04% | 1,000 | $357K | No change |
| LIN Linde PLC | 0.04% | 820 | $350K | No change |
| CWST Casella Waste Systems Inc. Class A | 0.04% | 3,100 | $304K | Add +40.9% |
| JNJ Johnson & Johnson | 0.03% | 1,333 | $276K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 4,248 | $234K | No change |
| UNP Union Pacific Corp. | 0.03% | 964 | $223K | No change |
| RGLD Royal Gold Inc. | 0.02% | 900 | $200K | New |
| IART Integra Lifesciences Holding | 0.02% | 14,463 | $180K | No change |