| MSFT Microsoft Corp. | 7.34% | 27,419 | $12.3M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 5.50% | 47,491 | $9.2M | Reduce -1.4% |
| ADM Archer-Daniels-Midland Co. | 5.21% | 143,924 | $8.7M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 4.73% | 45,384 | $7.9M | Reduce -2.3% |
| ORCL Oracle Corp. | 4.24% | 50,092 | $7.1M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 4.18% | 38,050 | $7.0M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 2.91% | 23,976 | $4.8M | Reduce -3.5% |
| AVGO Broadcom Inc. | 2.78% | 2,894 | $4.6M | Add +0.1% |
| LOW Lowe's Cos Inc. | 2.75% | 20,824 | $4.6M | Reduce -0.7% |
| AAPL Apple Inc. | 2.70% | 21,430 | $4.5M | Reduce -2.2% |
| CVX Chevron Corp. | 2.41% | 25,725 | $4.0M | Reduce -4.3% |
| ASML ASML Holding NV-NY Reg SHS | 2.18% | 3,550 | $3.6M | Add +13.5% |
| NVS Novartis AG-Sponsored ADR | 1.83% | 28,617 | $3.0M | Reduce -0.7% |
| CHD Church & Dwight Co. Inc. | 1.69% | 27,265 | $2.8M | Add +0.4% |
| WMT Walmart Inc. | 1.63% | 40,296 | $2.7M | Reduce -10.2% |
| RY Royal Bank of Canada | 1.63% | 25,551 | $2.7M | Reduce -0.3% |
| LH Labcorp Holdings Inc. | 1.56% | 12,769 | $2.6M | Reduce -0.6% |
| INTU Intuit Inc. | 1.52% | 3,867 | $2.5M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.41% | 6,156 | $2.4M | Add +2.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.38% | 16,180 | $2.3M | Add +4.6% |
| PEP Pepsico Inc. | 1.31% | 13,239 | $2.2M | Reduce -7.7% |
| HON Honeywell International Inc. | 1.28% | 9,973 | $2.1M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 1.25% | 2,301 | $2.1M | Add +7.6% |
| REGN Regeneron Pharmaceuticals | 1.24% | 1,976 | $2.1M | Reduce -0.3% |
| ANET Arista Networks Inc. | 1.23% | 5,851 | $2.1M | Reduce -8.3% |
| ADBE Adobe Inc. | 1.23% | 3,689 | $2.0M | Add +0.5% |
| PM Philip Morris International | 1.19% | 19,530 | $2.0M | Reduce -1.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.18% | 18,128 | $2.0M | Reduce -1.1% |
| JNJ Johnson & Johnson | 1.14% | 12,968 | $1.9M | Reduce -9.2% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 3,126 | $1.7M | Reduce -4.0% |
| NVDA Nvidia Corp. | 1.02% | 13,815 | $1.7M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 1.01% | 14,679 | $1.7M | Add +60.4% |
| MRK Merck & Co. Inc. | 0.87% | 11,766 | $1.5M | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.81% | 5,997 | $1.4M | Reduce -10.5% |
| SHOP Shopify Inc. Class A | 0.80% | 20,145 | $1.3M | Add +12.4% |
| GLD SPDR Gold Shares | 0.79% | 6,136 | $1.3M | Add +2.4% |
| PSX Phillips 66 | 0.78% | 9,208 | $1.3M | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.76% | 7,843 | $1.3M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 6,972 | $1.2M | Add +5.9% |
| DHR Danaher Corp. | 0.72% | 4,807 | $1.2M | Reduce -11.8% |
| LMT Lockheed Martin Corp. | 0.71% | 2,549 | $1.2M | Reduce -6.7% |
| NFLX Netflix Inc. | 0.70% | 1,738 | $1.2M | Reduce -0.3% |
| NOW ServiceNow Inc. | 0.69% | 1,463 | $1.2M | Add +4.2% |
| AMGN Amgen Inc. | 0.63% | 3,355 | $1.0M | Add +15.2% |
| PANW Palo Alto Networks Inc. | 0.60% | 2,934 | $995K | Add +9.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.58% | 12,225 | $961K | Add +5.2% |
| BHP BHP Group Ltd.-Spon ADR | 0.57% | 16,659 | $951K | Reduce -1.2% |
| NTR Nutrien Ltd. | 0.57% | 18,544 | $944K | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 3,368 | $901K | Add +7.0% |
| NEOG Neogen Corp. | 0.52% | 55,479 | $867K | Reduce -3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.52% | 1,846 | $865K | Reduce -10.7% |
| GOOGL Alphabet Inc. Class A | 0.52% | 4,741 | $864K | Reduce -2.5% |
| FITB Fifth Third Bancorp | 0.51% | 23,218 | $847K | Reduce -8.0% |
| CCJ Cameco Corp. | 0.50% | 17,041 | $838K | Add +98.1% |
| ILMN Illumina Inc. | 0.49% | 7,915 | $826K | Reduce -2.0% |
| GNRC Generac Holdings Inc. | 0.49% | 6,222 | $823K | Add +13.2% |
| DE Deere & Co. | 0.43% | 1,929 | $721K | Add +8.1% |
| IWM iShares Russell 2000 ETF | 0.36% | 2,967 | $602K | Reduce -1.2% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 2,670 | $600K | Reduce -6.2% |
| CAT Caterpillar Inc. | 0.33% | 1,646 | $548K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.33% | 3,175 | $545K | Reduce -22.9% |
| PFE Pfizer Inc. | 0.33% | 19,405 | $543K | Add +13.3% |
| AMT American Tower Corp. | 0.32% | 2,789 | $542K | Reduce -15.2% |
| ALB Albemarle Corp. | 0.30% | 5,192 | $496K | Reduce -12.5% |
| DUK Duke Energy Corp. | 0.25% | 4,192 | $420K | Add +12.0% |
| ALL Allstate Corp. | 0.25% | 2,596 | $414K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 2,468 | $405K | Reduce -0.4% |
| BA The Boeing Co. | 0.24% | 2,208 | $402K | Reduce -6.0% |
| BX Blackstone Inc. | 0.23% | 3,161 | $391K | Reduce -12.7% |
| CSX CSX Corp. | 0.23% | 11,540 | $386K | Reduce -33.1% |
| USB US Bancorp | 0.23% | 9,642 | $383K | Reduce -0.8% |
| NSC Norfolk Southern Corp. | 0.23% | 1,768 | $380K | Reduce -12.6% |
| WOLF Wolfspeed Inc. | 0.23% | 16,658 | $379K | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 893 | $363K | No change |
| PG The Procter & Gamble Co. | 0.22% | 2,186 | $361K | No change |
| SBR Sabine Royalty Trust | 0.21% | 5,503 | $355K | Reduce -3.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.21% | 5,844 | $350K | No change |
| AXP American Express Co. | 0.20% | 1,430 | $331K | No change |
| CRSP Crispr Therapeutics AG | 0.20% | 6,025 | $325K | Add +19.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 866 | $324K | Reduce -1.1% |
| AES AES Corp. | 0.19% | 18,206 | $320K | Reduce -21.0% |
| VFH Vanguard Financials ETF | 0.19% | 3,192 | $319K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,311 | $317K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 3,800 | $310K | Reduce -10.1% |
| MCD McDonald's Corp. | 0.18% | 1,194 | $304K | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,050 | $303K | Add +18.6% |
| UBER Uber Technologies Inc. | 0.18% | 4,127 | $300K | New |
| FTRE Fortrea Holdings Inc. | 0.17% | 12,405 | $290K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 7,060 | $281K | Reduce -12.8% |
| GXO Gxo Logistics Inc. | 0.16% | 5,325 | $269K | Reduce -0.4% |
| GMED Globus Medical Inc. Class A | 0.15% | 3,750 | $257K | Reduce -7.4% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.15% | 2,696 | $257K | Reduce -0.2% |
| FIS Fidelity National Info Serv | 0.15% | 3,373 | $254K | No change |
| MO Altria Group Inc. | 0.15% | 5,440 | $248K | No change |
| COST Costco Wholesale Corp. | 0.15% | 287 | $244K | Reduce -8.0% |
| PAYX Paychex Inc. | 0.15% | 2,045 | $242K | Reduce -34.5% |
| CTLT Catalent Inc. | 0.14% | 4,239 | $238K | New |
| LNTH Lantheus Holdings Inc. | 0.14% | 2,930 | $235K | New |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 2,883 | $234K | Reduce -6.9% |
| CB Chubb Ltd. | 0.14% | 912 | $233K | No change |
| RTX RTX Corp. | 0.14% | 2,312 | $232K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 4,750 | $226K | No change |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,404 | $223K | Reduce -0.2% |
| STT State Street Corp. | 0.13% | 3,012 | $223K | Reduce -6.2% |
| ITW Illinois Tool Works | 0.13% | 937 | $222K | Reduce -0.3% |
| TIP iShares Tips Bond ETF | 0.13% | 2,030 | $217K | No change |
| XPO Xpo Inc. | 0.13% | 1,995 | $212K | No change |
| MBIN Merchants Bancorp | 0.13% | 5,164 | $209K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 431 | $207K | New |
| IOVA Iovance Biotherapeutics Inc. | 0.10% | 21,225 | $170K | Reduce -1.1% |
| TE T1 Energy Inc. filed as FREYR BATTERY INC | 0.02% | 19,750 | $34K | No change |