| MSFT Microsoft Corp. | 7.20% | 28,872 | $12.1M | Reduce -2.8% |
| ADM Archer-Daniels-Midland Co. | 5.36% | 143,922 | $9.0M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 5.15% | 48,146 | $8.7M | Reduce -2.9% |
| TSM Taiwan Semiconductor-SP ADR | 3.75% | 46,464 | $6.3M | Add +2.2% |
| ORCL Oracle Corp. | 3.64% | 48,910 | $6.1M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 3.50% | 38,792 | $5.9M | Reduce -7.6% |
| LOW Lowe's Cos Inc. | 3.17% | 20,964 | $5.3M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 2.95% | 24,842 | $5.0M | Reduce -4.6% |
| QCOM Qualcomm Inc. | 2.67% | 26,640 | $4.5M | Reduce -1.4% |
| CVX Chevron Corp. | 2.51% | 26,866 | $4.2M | Reduce -3.4% |
| AVGO Broadcom Inc. | 2.27% | 2,890 | $3.8M | Reduce -4.8% |
| AAPL Apple Inc. | 2.23% | 21,903 | $3.8M | Reduce -1.9% |
| ASML ASML Holding NV-NY Reg SHS | 1.80% | 3,128 | $3.0M | Reduce -3.3% |
| CHD Church & Dwight Co. Inc. | 1.68% | 27,163 | $2.8M | Reduce -2.8% |
| LH Laboratory CRP of Amer Hldgs | 1.66% | 12,844 | $2.8M | Reduce -1.7% |
| NVS Novartis AG-Sponsored ADR | 1.65% | 28,809 | $2.8M | Reduce -2.0% |
| WMT Walmart Inc. | 1.60% | 44,891 | $2.7M | Reduce -1.7% |
| RY Royal Bank of Canada | 1.53% | 25,625 | $2.6M | Reduce -2.0% |
| PEP Pepsico Inc. | 1.49% | 14,341 | $2.5M | Reduce -0.5% |
| INTU Intuit Inc. | 1.47% | 3,825 | $2.5M | Add +3.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.37% | 18,324 | $2.3M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.34% | 14,285 | $2.3M | Reduce -0.5% |
| HON Honeywell International Inc. | 1.26% | 10,390 | $2.1M | Reduce -2.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.18% | 15,462 | $2.0M | Add +12.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.15% | 6,027 | $1.9M | Add +14.0% |
| REGN Regeneron Pharmaceuticals | 1.13% | 1,982 | $1.9M | Reduce -3.7% |
| TMO Thermo Fisher Scientific Inc. | 1.12% | 3,256 | $1.9M | Reduce -11.8% |
| ADBE Adobe Inc. | 1.10% | 3,670 | $1.9M | Add +11.8% |
| ANET Arista Networks Inc. | 1.10% | 6,377 | $1.8M | Reduce -12.6% |
| PM Philip Morris International | 1.08% | 19,813 | $1.8M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.99% | 2,139 | $1.7M | Add +1.1% |
| UNP Union Pacific Corp. | 0.98% | 6,701 | $1.6M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 0.94% | 11,982 | $1.6M | Reduce -2.4% |
| PSX Phillips 66 | 0.90% | 9,333 | $1.5M | Reduce -7.4% |
| AMD Advanced Micro Devices | 0.84% | 7,846 | $1.4M | Reduce -5.4% |
| SHOP Shopify Inc. Class A | 0.82% | 17,925 | $1.4M | Add +2.2% |
| DHR Danaher Corp. | 0.81% | 5,447 | $1.4M | Reduce -12.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.75% | 6,582 | $1.3M | Add +6.9% |
| NVDA Nvidia Corp. | 0.74% | 1,388 | $1.3M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.74% | 2,731 | $1.2M | Add +6.8% |
| GLD SPDR Gold Shares | 0.73% | 5,995 | $1.2M | Reduce -3.2% |
| ILMN Illumina Inc. | 0.66% | 8,075 | $1.1M | Add +6.2% |
| NOW ServiceNow Inc. | 0.63% | 1,404 | $1.1M | Reduce -7.6% |
| XOM Exxon Mobil Corp. | 0.63% | 9,154 | $1.1M | Add +12.5% |
| NFLX Netflix Inc. | 0.63% | 1,743 | $1.1M | Reduce -0.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.61% | 11,625 | $1.0M | Reduce -16.2% |
| NTR Nutrien Ltd. | 0.60% | 18,753 | $1.0M | Reduce -2.6% |
| BHP BHP Group Ltd.-Spon ADR | 0.58% | 16,859 | $973K | Reduce -1.2% |
| FITB Fifth Third Bancorp | 0.56% | 25,222 | $939K | Reduce -9.7% |
| NEOG Neogen Corp. | 0.54% | 57,740 | $911K | Reduce -5.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.51% | 2,066 | $864K | Add +48.0% |
| AMGN Amgen Inc. | 0.49% | 2,912 | $828K | Reduce -5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 3,148 | $818K | Reduce -1.3% |
| V Visa Inc. Class A | 0.46% | 2,805 | $783K | Reduce -1.4% |
| ALB Albemarle Corp. | 0.46% | 5,931 | $781K | Reduce -11.1% |
| PANW Palo Alto Networks Inc. | 0.45% | 2,669 | $758K | Add +4.5% |
| ABBV Abbvie Inc. | 0.44% | 4,118 | $750K | Reduce -15.8% |
| GOOGL Alphabet Inc. Class A | 0.43% | 4,861 | $734K | Reduce -0.5% |
| DE Deere & Co. | 0.43% | 1,784 | $733K | Add +4.8% |
| GNRC Generac Holdings Inc. | 0.41% | 5,499 | $694K | Add +0.8% |
| AMT American Tower Corp. | 0.39% | 3,289 | $650K | Reduce -10.2% |
| CSX CSX Corp. | 0.38% | 17,240 | $639K | Reduce -10.7% |
| IWM iShares Russell 2000 ETF | 0.37% | 3,002 | $631K | Reduce -0.8% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 2,845 | $606K | Add +11.1% |
| CAT Caterpillar Inc. | 0.36% | 1,647 | $603K | Reduce -0.2% |
| PXD Pioneer Natural Resources Co. | 0.31% | 1,970 | $517K | No change |
| NSC Norfolk Southern Corp. | 0.31% | 2,022 | $515K | No change |
| WOLF Wolfspeed Inc. | 0.30% | 17,210 | $508K | Reduce -6.5% |
| FTRE Fortrea Holdings Inc. | 0.30% | 12,473 | $501K | Reduce -3.5% |
| BX Blackstone Inc. | 0.28% | 3,621 | $476K | Reduce -0.4% |
| PFE Pfizer Inc. | 0.28% | 17,128 | $475K | Add +13.9% |
| BA The Boeing Co. | 0.27% | 2,348 | $453K | Reduce -23.9% |
| ALL Allstate Corp. | 0.27% | 2,596 | $449K | No change |
| USB US Bancorp | 0.26% | 9,722 | $435K | Reduce -6.7% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 2,478 | $420K | Add +2.5% |
| AES AES Corp. | 0.24% | 23,054 | $413K | Reduce -5.7% |
| XYZ Block Inc. | 0.24% | 4,717 | $399K | Reduce -12.8% |
| PAYX Paychex Inc. | 0.23% | 3,120 | $383K | Reduce -30.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 893 | $376K | No change |
| CCJ Cameco Corp. | 0.22% | 8,603 | $373K | Add +4137.9% |
| SBR Sabine Royalty Trust | 0.21% | 5,728 | $363K | Reduce -1.7% |
| DUK Duke Energy Corp. | 0.21% | 3,742 | $362K | Add +63.3% |
| CVS CVS Health Corp. | 0.21% | 4,456 | $355K | Reduce -3.8% |
| PG The Procter & Gamble Co. | 0.21% | 2,186 | $355K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 4,225 | $346K | No change |
| CRSP Crispr Therapeutics AG | 0.20% | 5,025 | $343K | Add +131.0% |
| MCD McDonald's Corp. | 0.20% | 1,204 | $339K | Add +5.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 5,844 | $337K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,311 | $328K | Reduce -1.5% |
| VFH Vanguard Financials ETF | 0.19% | 3,192 | $327K | No change |
| AXP American Express Co. | 0.19% | 1,430 | $326K | No change |
| IOVA Iovance Biotherapeutics Inc. | 0.19% | 21,450 | $318K | Add +17775.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,572 | $315K | Add +13.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 8,100 | $307K | No change |
| CMCSA Comcast Corp. Class A | 0.18% | 6,996 | $303K | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 876 | $302K | No change |
| GXO Gxo Logistics Inc. | 0.17% | 5,347 | $287K | No change |
| FISV Fiserv Inc. | 0.16% | 1,640 | $262K | Reduce -33.5% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 3,098 | $261K | No change |
| ITW Illinois Tool Works | 0.15% | 940 | $252K | No change |