| MSFT Microsoft Corp. | 6.94% | 27,101 | $11.7M | Reduce -1.2% |
| ADM Archer-Daniels-Midland Co. | 5.10% | 143,526 | $8.6M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 4.99% | 45,013 | $8.4M | Reduce -5.2% |
| ORCL Oracle Corp. | 4.46% | 44,051 | $7.5M | Reduce -12.1% |
| TSM Taiwan Semiconductor-SP ADR | 4.02% | 38,916 | $6.8M | Reduce -14.3% |
| GOOG Alphabet Inc. Class C | 3.39% | 34,128 | $5.7M | Reduce -10.3% |
| AAPL Apple Inc. | 3.00% | 21,632 | $5.0M | Add +0.9% |
| LOW Lowe's Cos Inc. | 2.96% | 18,393 | $5.0M | Reduce -11.7% |
| AVGO Broadcom Inc. | 2.91% | 28,341 | $4.9M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.72% | 21,726 | $4.6M | Reduce -9.4% |
| QCOM Qualcomm Inc. | 2.47% | 24,413 | $4.2M | New |
| CVX Chevron Corp. | 2.05% | 23,453 | $3.5M | Reduce -8.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.92% | 3,869 | $3.2M | Add +9.0% |
| WMT Walmart Inc. | 1.82% | 37,893 | $3.1M | Reduce -6.0% |
| NVS Novartis AG-Sponsored ADR | 1.71% | 24,949 | $2.9M | Reduce -12.8% |
| CHD Church & Dwight Co. Inc. | 1.67% | 26,790 | $2.8M | Reduce -1.7% |
| RY Royal Bank of Canada | 1.58% | 21,286 | $2.7M | Reduce -16.7% |
| LH Labcorp Holdings Inc. | 1.46% | 10,959 | $2.4M | Reduce -14.2% |
| LLY Eli Lilly & Co. | 1.44% | 2,726 | $2.4M | Add +18.5% |
| INTU Intuit Inc. | 1.36% | 3,675 | $2.3M | Reduce -5.0% |
| PEP Pepsico Inc. | 1.32% | 13,098 | $2.2M | Reduce -1.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.31% | 18,484 | $2.2M | Add +14.2% |
| XOM Exxon Mobil Corp. | 1.21% | 17,371 | $2.0M | Add +18.3% |
| NVDA Nvidia Corp. | 1.17% | 16,135 | $2.0M | Add +16.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.16% | 16,133 | $2.0M | Reduce -11.0% |
| HON Honeywell International Inc. | 1.15% | 9,359 | $1.9M | Reduce -6.2% |
| REGN Regeneron Pharmaceuticals | 1.15% | 1,839 | $1.9M | Reduce -6.9% |
| JNJ Johnson & Johnson | 1.13% | 11,765 | $1.9M | Reduce -9.3% |
| PM Philip Morris International | 1.11% | 15,333 | $1.9M | Reduce -21.5% |
| ADBE Adobe Inc. | 1.09% | 3,528 | $1.8M | Reduce -4.4% |
| ANET Arista Networks Inc. | 1.05% | 4,594 | $1.8M | Reduce -21.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.03% | 6,185 | $1.7M | Add +0.5% |
| SHOP Shopify Inc. Class A | 0.99% | 20,755 | $1.7M | Add +3.0% |
| UNP Union Pacific Corp. | 0.93% | 6,352 | $1.6M | Add +5.9% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 2,469 | $1.5M | Reduce -21.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.87% | 6,583 | $1.5M | Reduce -5.6% |
| GLD SPDR Gold Shares | 0.80% | 5,556 | $1.4M | Reduce -9.4% |
| AMD Advanced Micro Devices | 0.78% | 8,013 | $1.3M | Add +2.2% |
| MRK Merck & Co. Inc. | 0.76% | 11,186 | $1.3M | Reduce -4.9% |
| NFLX Netflix Inc. | 0.73% | 1,738 | $1.2M | No change |
| PSX Phillips 66 | 0.70% | 8,964 | $1.2M | Reduce -2.6% |
| CCJ Cameco Corp. | 0.69% | 24,216 | $1.2M | Add +42.1% |
| NOW ServiceNow Inc. | 0.66% | 1,248 | $1.1M | Reduce -14.7% |
| GNRC Generac Holdings Inc. | 0.65% | 6,882 | $1.1M | Add +10.6% |
| AMGN Amgen Inc. | 0.63% | 3,267 | $1.1M | Reduce -2.6% |
| ILMN Illumina Inc. | 0.62% | 8,037 | $1.0M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.61% | 2,987 | $1.0M | Add +1.8% |
| DHR Danaher Corp. | 0.60% | 3,647 | $1.0M | Reduce -24.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.60% | 17,649 | $1.0M | Reduce -3.8% |
| BHP BHP Group Ltd.-Spon ADR | 0.59% | 16,104 | $1.0M | Reduce -3.3% |
| LMT Lockheed Martin Corp. | 0.56% | 1,620 | $947K | Reduce -36.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 3,142 | $890K | Reduce -6.7% |
| FITB Fifth Third Bancorp | 0.52% | 20,368 | $873K | Reduce -12.3% |
| NTR Nutrien Ltd. | 0.50% | 17,347 | $834K | Reduce -6.5% |
| PFE Pfizer Inc. | 0.45% | 26,383 | $764K | Add +36.0% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 3,914 | $738K | Add +178.8% |
| GOOGL Alphabet Inc. Class A | 0.44% | 4,421 | $733K | Reduce -6.8% |
| CMG Chipotle Mexican Grill Inc. | 0.43% | 12,490 | $720K | New |
| NEOG Neogen Corp. | 0.42% | 42,399 | $713K | Reduce -23.6% |
| V Visa Inc. Class A | 0.42% | 2,584 | $710K | New |
| IWM iShares Russell 2000 ETF | 0.42% | 3,210 | $709K | Add +8.2% |
| DE Deere & Co. | 0.42% | 1,684 | $703K | Reduce -12.7% |
| ABBV Abbvie Inc. | 0.41% | 3,510 | $693K | Add +10.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.39% | 1,401 | $652K | Reduce -24.1% |
| CAT Caterpillar Inc. | 0.38% | 1,643 | $642K | Reduce -0.2% |
| CSX CSX Corp. | 0.32% | 15,340 | $530K | Add +32.9% |
| ALL Allstate Corp. | 0.29% | 2,596 | $492K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 2,728 | $489K | Add +10.5% |
| SNPS Synopsys Inc. | 0.25% | 842 | $426K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.25% | 5,844 | $420K | No change |
| LHX L3HARRIS Technologies Inc. | 0.25% | 1,752 | $417K | Reduce -34.4% |
| DUK Duke Energy Corp. | 0.24% | 3,434 | $396K | Reduce -18.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 854 | $393K | Reduce -4.4% |
| BX Blackstone Inc. | 0.23% | 2,562 | $392K | Reduce -18.9% |
| AXP American Express Co. | 0.23% | 1,430 | $388K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 1,000 | $384K | Add +15.5% |
| USB US Bancorp | 0.23% | 8,316 | $380K | Reduce -13.8% |
| UBER Uber Technologies Inc. | 0.22% | 5,032 | $378K | Add +21.9% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 10,090 | $375K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,318 | $348K | Add +0.5% |
| MCD McDonald's Corp. | 0.21% | 1,137 | $346K | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.20% | 1,982 | $343K | Reduce -9.3% |
| VFH Vanguard Financials ETF | 0.20% | 3,092 | $340K | Reduce -3.1% |
| ALB Albemarle Corp. | 0.20% | 3,562 | $337K | Reduce -31.4% |
| SBR Sabine Royalty Trust | 0.19% | 5,303 | $327K | Reduce -3.6% |
| AES AES Corp. | 0.19% | 15,764 | $316K | Reduce -13.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 3,800 | $316K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 3,553 | $313K | Add +23.2% |
| AMT American Tower Corp. | 0.17% | 1,194 | $278K | Reduce -57.2% |
| MO Altria Group Inc. | 0.17% | 5,439 | $278K | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 6,985 | $277K | Reduce -1.1% |
| CRSP Crispr Therapeutics AG | 0.16% | 5,720 | $269K | Reduce -5.1% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.16% | 2,536 | $266K | Reduce -5.9% |
| COST Costco Wholesale Corp. | 0.16% | 297 | $263K | Add +3.5% |
| BA The Boeing Co. | 0.15% | 1,686 | $256K | Reduce -23.6% |
| FIS Fidelity National Info Serv | 0.15% | 3,023 | $253K | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 0.15% | 4,750 | $253K | No change |
| RTX RTX Corp. | 0.15% | 2,084 | $252K | Reduce -9.9% |
| CB Chubb Ltd. | 0.15% | 860 | $248K | Reduce -5.7% |
| TIP iShares Tips Bond ETF | 0.13% | 2,030 | $224K | No change |
| ITW Illinois Tool Works | 0.13% | 837 | $219K | Reduce -10.7% |
| GXO Gxo Logistics Inc. | 0.13% | 4,125 | $215K | Reduce -22.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 432 | $211K | Add +0.2% |
| FTRE Fortrea Holdings Inc. | 0.12% | 10,502 | $210K | Reduce -15.3% |
| MBIN Merchants Bancorp | 0.12% | 4,627 | $208K | Reduce -10.4% |
| TRV The Travelers Cos Inc. | 0.12% | 876 | $205K | New |
| FISV Fiserv Inc. | 0.12% | 1,130 | $203K | New |
| XYZ Block Inc. | 0.12% | 2,990 | $201K | New |
| WOLF Wolfspeed Inc. | 0.10% | 17,492 | $170K | Add +5.0% |
| IOVA Iovance Biotherapeutics Inc. | 0.08% | 14,575 | $137K | Reduce -31.3% |
| TE T1 Energy Inc. filed as FREYR BATTERY INC | 0.01% | 19,550 | $19K | Reduce -1.0% |