| MSFT Microsoft Corp. | 5.93% | 68,524 | $26.5M | Add +23.6% |
| AAPL Apple Inc. | 5.17% | 135,904 | $23.1M | Add +28.9% |
| NVDA Nvidia Corp. | 3.00% | 19,250 | $13.4M | Add +18.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.83% | 30,070 | $12.6M | Add +15.5% |
| AMZN Amazon.com Inc. | 2.62% | 73,915 | $11.7M | Add +12.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.41% | 17 | $10.8M | No change |
| JPM JPMorgan Chase & Co. | 2.20% | 53,728 | $9.8M | Add +29.2% |
| GOOG Alphabet Inc. Class C | 2.18% | 70,285 | $9.7M | Add +10.6% |
| LLY Eli Lilly & Co. | 1.59% | 11,999 | $7.1M | Add +40.3% |
| META Meta Platforms Inc. Class A | 1.49% | 16,166 | $6.7M | Add +20.4% |
| ABT Abbott Laboratories | 1.40% | 56,421 | $6.2M | Add +24.9% |
| CMCSA Comcast Corp. Class A | 1.16% | 124,445 | $5.2M | Add +18.9% |
| MA Mastercard Inc. Class A | 1.16% | 11,675 | $5.2M | Add +17.0% |
| MCHP Microchip Technology Inc. | 1.15% | 58,495 | $5.2M | Add +17.2% |
| PEP Pepsico Inc. | 1.15% | 29,249 | $5.1M | Add +25.1% |
| COST Costco Wholesale Corp. | 1.10% | 7,485 | $4.9M | Add +9.2% |
| RTX RTX Corp. | 1.09% | 49,766 | $4.9M | Add +38.3% |
| NEE Nextera Energy Inc. | 1.05% | 69,386 | $4.7M | Add +27.2% |
| VOO Vanguard S&P 500 ETF | 1.02% | 9,503 | $4.6M | Add +8.7% |
| XOM Exxon Mobil Corp. | 0.99% | 38,678 | $4.4M | Add +17.3% |
| QCOM Qualcomm Inc. | 0.95% | 26,977 | $4.3M | Add +17.7% |
| WMT Walmart Inc. | 0.95% | 56,835 | $4.2M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.92% | 7,068 | $4.1M | Add +13.8% |
| HD Home Depot Inc. | 0.91% | 11,320 | $4.1M | Add +41.6% |
| LW Lamb Weston Holdings Inc. | 0.88% | 37,020 | $3.9M | Add +12.1% |
| GOOGL Alphabet Inc. Class A | 0.87% | 26,784 | $3.9M | Add +42.8% |
| CTAS Cintas Corp. | 0.84% | 6,149 | $3.8M | Add +14.1% |
| ORLY O'reilly Automotive Inc. | 0.84% | 3,700 | $3.7M | Add +41.4% |
| WM Waste Management Inc. | 0.83% | 19,005 | $3.7M | Add +14.9% |
| CVX Chevron Corp. | 0.82% | 23,097 | $3.7M | Add +32.8% |
| AME Ametek Inc. | 0.82% | 21,561 | $3.7M | Add +15.5% |
| FISV Fiserv Inc. | 0.82% | 25,042 | $3.6M | Add +19.8% |
| BKNG Booking Holdings Inc. | 0.80% | 1,106 | $3.6M | Add +23.9% |
| EOG EOG Resources Inc. | 0.80% | 28,631 | $3.6M | Add +28.9% |
| VZ Verizon Communications Inc. | 0.78% | 85,163 | $3.5M | Add +22.1% |
| BLK BlackRock Finance Inc. | 0.77% | 4,338 | $3.5M | Add +33.6% |
| LIN Linde PLC | 0.75% | 7,826 | $3.3M | Add +17.8% |
| ADBE Adobe Inc. | 0.74% | 7,052 | $3.3M | Add +10.7% |
| CSX CSX Corp. | 0.72% | 92,161 | $3.2M | Add +20.1% |
| CB Chubb Ltd. | 0.71% | 13,568 | $3.2M | Add +10.9% |
| AMGN Amgen Inc. | 0.70% | 11,079 | $3.1M | Add +17.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 32,054 | $3.1M | Add +40.2% |
| BRO Brown & Brown Inc. | 0.67% | 39,775 | $3.0M | Add +24.9% |
| CME Cme Group Inc. | 0.66% | 14,284 | $3.0M | Add +14.7% |
| ETN Eaton Corp. PLC | 0.64% | 10,212 | $2.9M | Add +35.3% |
| CDW CDW Corp. | 0.64% | 11,929 | $2.9M | Add +5.5% |
| ACN Accenture PLC Class A | 0.64% | 8,514 | $2.9M | Add +26.6% |
| EW Edwards Lifesciences Corp. | 0.62% | 29,776 | $2.7M | Add +2.0% |
| BR Broadridge Financial Solutio | 0.61% | 13,916 | $2.7M | Add +57.5% |
| ZTS Zoetis Inc. | 0.60% | 15,920 | $2.7M | Add +16.1% |
| USB US Bancorp | 0.59% | 61,090 | $2.7M | Add +11.0% |
| JNJ Johnson & Johnson | 0.59% | 16,811 | $2.6M | Add +31.9% |
| CHD Church & Dwight Co. Inc. | 0.58% | 26,212 | $2.6M | Add +21.7% |
| WFC Wells Fargo & Co. | 0.58% | 49,459 | $2.6M | Add +27.4% |
| MRK Merck & Co. Inc. | 0.56% | 19,746 | $2.5M | Add +39.6% |
| MKL Markel Group Inc. | 0.55% | 1,644 | $2.4M | Add +73.0% |
| JAZZ Jazz Pharmaceuticals PLC | 0.54% | 19,007 | $2.4M | Add +11.6% |
| MTZ Mastec Inc. | 0.54% | 25,595 | $2.4M | Add +49.4% |
| PSX Phillips 66 | 0.52% | 17,067 | $2.3M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.52% | 46,150 | $2.3M | Add +6.6% |
| TXN Texas Instruments Inc. | 0.50% | 12,721 | $2.2M | Add +33.7% |
| NKE Nike Inc. Class B | 0.50% | 21,774 | $2.2M | Add +5.7% |
| PTC PTC Inc. | 0.49% | 11,689 | $2.2M | Add +104.6% |
| STZ Constellation Brands Inc. Class A | 0.49% | 8,655 | $2.2M | Add +1.5% |
| SCHW Schwab (charles) Corp. | 0.49% | 30,169 | $2.2M | Reduce -4.7% |
| MDT Medtronic PLC | 0.49% | 25,438 | $2.2M | Add +31.4% |
| ENTG Entegris Inc. | 0.48% | 17,049 | $2.1M | Add +1.8% |
| COP Conocophillips | 0.48% | 17,598 | $2.1M | Add +31.0% |
| UNH Unitedhealth Group Inc. | 0.47% | 4,312 | $2.1M | Add +29.6% |
| MCO Moody's Corp. | 0.45% | 5,587 | $2.0M | Add +14.9% |
| PWR Quanta Services Inc. | 0.45% | 8,301 | $2.0M | Add +120.0% |
| GNTX Gentex Corp. | 0.44% | 59,142 | $2.0M | Add +35.9% |
| POOL Pool Corp. | 0.44% | 5,092 | $2.0M | Add +2.7% |
| ATO Atmos Energy Corp. | 0.44% | 17,017 | $2.0M | Add +11.6% |
| LOW Lowe's Cos Inc. | 0.44% | 8,051 | $2.0M | Add +36.2% |
| CFR Cullen/Frost Bankers Inc. | 0.43% | 17,224 | $1.9M | Add +28.4% |
| APH Amphenol Corp. Class A | 0.43% | 16,768 | $1.9M | Reduce -17.7% |
| PG The Procter & Gamble Co. | 0.43% | 11,926 | $1.9M | Add +32.9% |
| RVTY Revvity Inc. | 0.42% | 17,179 | $1.9M | Add +128.6% |
| HUM Humana Inc. | 0.41% | 4,486 | $1.9M | Reduce -16.4% |
| FAF First American Financial | 0.41% | 31,094 | $1.8M | Add +36.5% |
| RHI Robert Half Inc. | 0.40% | 22,434 | $1.8M | Add +66.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.40% | 16,941 | $1.8M | Add +13.7% |
| PRFT Perficient Inc. | 0.40% | 28,981 | $1.8M | Add +10.5% |
| TKR Timken Co. | 0.40% | 20,737 | $1.8M | Add +13.5% |
| TGT Target Corp. | 0.39% | 10,032 | $1.8M | Add +56.6% |
| LNTH Lantheus Holdings Inc. | 0.39% | 24,680 | $1.7M | Add +28.7% |
| UPS United Parcel Service Class B | 0.39% | 10,898 | $1.7M | Add +31.6% |
| ECL Ecolab Inc. | 0.38% | 7,916 | $1.7M | Add +42.3% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.37% | 12,349 | $1.6M | Add +117.8% |
| XEL Xcel Energy Inc. | 0.36% | 28,600 | $1.6M | Add +31.9% |
| TRV The Travelers Cos Inc. | 0.35% | 7,090 | $1.6M | Add +44.5% |
| ICE Intercontinental Exchange Inc. | 0.34% | 11,701 | $1.5M | Add +38.8% |
| UPBD Upbound Group Inc. | 0.34% | 47,461 | $1.5M | Add +2.7% |
| V Visa Inc. Class A | 0.34% | 5,661 | $1.5M | Add +40.2% |
| EQH Equitable Holdings Inc. | 0.34% | 44,325 | $1.5M | Add +41.5% |
| MS Morgan Stanley | 0.34% | 16,555 | $1.5M | Add +24.2% |
| UNP Union Pacific Corp. | 0.33% | 6,044 | $1.5M | Add +37.9% |
| FR First Industrial Realty TR | 0.33% | 28,139 | $1.5M | Add +23.8% |
| AWK American Water Works Co. Inc. | 0.33% | 11,280 | $1.5M | Add +23.2% |
| ROP Roper Technologies Inc. | 0.33% | 2,730 | $1.5M | Add +57.9% |
| AMT American Tower Corp. | 0.33% | 7,363 | $1.5M | Add +21.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 11,835 | $1.4M | Add +46.5% |
| AMN Amn Healthcare Services Inc. | 0.32% | 23,061 | $1.4M | Add +334.6% |
| PAYC Paycom Software Inc. | 0.32% | 6,015 | $1.4M | Add +21.9% |
| LFUS Littelfuse Inc. | 0.32% | 5,852 | $1.4M | Add +161.6% |
| FANG Diamondback Energy Inc. | 0.32% | 7,680 | $1.4M | Reduce -3.6% |
| APD Air Products & Chemicals Inc. | 0.31% | 5,566 | $1.4M | Add +39.1% |
| RPM RPM International Inc. | 0.31% | 12,320 | $1.4M | Add +91.1% |
| NSSC Napco Security Technologies | 0.31% | 34,392 | $1.4M | Add +23.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 5,225 | $1.4M | Add +3.3% |
| DG Dollar General Corp. | 0.30% | 8,614 | $1.3M | Add +18.4% |
| BERY Berry Global Group Inc. | 0.30% | 22,431 | $1.3M | Add +15.7% |
| PNC PNC Financial Services Group | 0.29% | 8,780 | $1.3M | Add +19.8% |
| JLL Jones Lang Lasalle Inc. | 0.29% | 6,558 | $1.3M | Add +84.6% |
| PCT Purecycle Technologies Inc. | 0.28% | 197,563 | $1.3M | Add +8.3% |
| KO The Coca-Cola Co. | 0.26% | 18,806 | $1.2M | Add +27.6% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 18,812 | $1.1M | Add +67.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.25% | 8,753 | $1.1M | Add +5.7% |
| STT State Street Corp. | 0.25% | 14,662 | $1.1M | Add +30.3% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 15,059 | $1.1M | Add +14.0% |
| TSCO Tractor Supply Company | 0.23% | 4,011 | $1.0M | Add +297.1% |
| FMC FMC Corp. | 0.23% | 11,963 | $1.0M | Add +21.8% |
| LMT Lockheed Martin Corp. | 0.22% | 2,152 | $987K | Add +83.3% |
| SBUX Starbucks Corp. | 0.22% | 10,795 | $987K | Add +4.7% |
| CAG Conagra Brands Inc. | 0.22% | 32,738 | $970K | No change |
| IJH iShares Core S&P Midcap ETF | 0.21% | 15,605 | $948K | Add +15.0% |
| CSCO Cisco Systems Inc. | 0.21% | 18,695 | $933K | Add +34.4% |
| DUK Duke Energy Corp. | 0.19% | 8,992 | $869K | Add +82.8% |
| INMD Inmode Ltd. | 0.18% | 32,510 | $827K | Add +23.4% |
| FELE Franklin Electric Co. Inc. | 0.18% | 7,682 | $821K | Add +249.3% |
| REET iShares Global REIT ETF | 0.15% | 28,800 | $682K | Add +11.6% |
| PAYX Paychex Inc. | 0.15% | 5,487 | $674K | Add +26.6% |
| T AT&T Inc. | 0.15% | 37,274 | $656K | Reduce -7.0% |
| EA Electronic Arts Inc. | 0.14% | 4,818 | $639K | Add +27.6% |
| KEYS Keysight Technologies Inc. | 0.14% | 3,872 | $606K | Add +46.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,350 | $599K | No change |
| HSY The Hershey Co. | 0.13% | 3,000 | $584K | No change |
| BURL Burlington Stores Inc. | 0.13% | 2,510 | $583K | New |
| IDA Idacorp Inc. | 0.13% | 6,204 | $576K | New |
| AMD Advanced Micro Devices | 0.12% | 3,036 | $548K | Add +54.5% |
| SF Stifel Financial Corp. | 0.11% | 6,491 | $507K | New |
| CSL Carlisle Cos Inc. | 0.11% | 1,279 | $501K | New |
| DORM Dorman Products Inc. | 0.11% | 5,139 | $495K | New |
| MOH Molina Healthcare Inc. | 0.11% | 1,203 | $494K | New |
| IJR iShares Core S&P Small-Cap E | 0.11% | 4,410 | $487K | Add +7.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 2,969 | $484K | Add +0.3% |
| ICFI Icf International Inc. | 0.10% | 3,106 | $468K | New |
| TTEK Tetra Tech Inc. | 0.10% | 2,528 | $467K | New |
| CACI Caci International Inc. Class A | 0.10% | 1,161 | $440K | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.10% | 5,435 | $432K | New |
| SIGI Selective Insurance Group | 0.10% | 3,905 | $426K | New |
| O Realty Income Corp. | 0.10% | 7,873 | $426K | Add +19.2% |
| BDX Becton Dickinson and Co. | 0.09% | 1,642 | $406K | Add +55.9% |
| LAMR Lamar Advertising Co. Class A | 0.09% | 3,322 | $397K | New |
| SSB Southstate Bank Corp. | 0.09% | 4,582 | $390K | New |
| CASY Casey's General Stores Inc. | 0.09% | 1,196 | $381K | New |
| POWI Power Integrations Inc. | 0.08% | 5,207 | $373K | New |
| MCD McDonald's Corp. | 0.08% | 1,309 | $369K | Add +8.3% |
| SM SM Energy Co. | 0.08% | 7,346 | $366K | New |
| ENOV Enovis Corp. | 0.08% | 5,810 | $363K | New |
| ONTO Onto Innovation Inc. | 0.08% | 1,957 | $354K | New |
| CNX CNX Resources Corp. | 0.08% | 14,743 | $350K | New |
| MRO Marathon Oil Corp. | 0.08% | 12,308 | $349K | New |
| OSK Oshkosh Corp. | 0.08% | 2,763 | $345K | New |
| MC Moelis & Co. Class A | 0.07% | 5,900 | $335K | New |
| NTRS Northern Trust Corp. | 0.07% | 3,763 | $335K | New |
| BLKB Blackbaud Inc. | 0.07% | 4,408 | $327K | New |
| EXLS Exlservice Holdings Inc. | 0.07% | 10,253 | $326K | New |
| LDOS Leidos Holdings Inc. | 0.07% | 2,482 | $325K | New |
| ADP Automatic Data Processing | 0.07% | 1,299 | $324K | Add +1.3% |
| ENS Enersys | 0.07% | 3,427 | $324K | New |
| ICLR Icon PLC | 0.07% | 952 | $320K | New |
| FBIN Fortune Brands Innovations I | 0.07% | 3,684 | $312K | New |
| ADC Agree Realty Corp. | 0.07% | 5,437 | $311K | New |
| VYM Vanguard High DVD Yield ETF | 0.07% | 2,561 | $310K | No change |
| NPO Enpro Inc. | 0.07% | 1,753 | $296K | New |
| BCPC Balchem Corp. | 0.07% | 1,909 | $296K | New |
| LNT Alliant Energy Corp. | 0.07% | 5,822 | $293K | Add +5.4% |
| ABBV Abbvie Inc. | 0.07% | 1,611 | $293K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,500 | $286K | New |
| NXST Nexstar Media Group Inc. | 0.06% | 1,575 | $271K | New |
| OKE Oneok Inc. | 0.06% | 3,271 | $262K | New |
| DFAC Dimensional US Core Equity 2 | 0.06% | 8,158 | $261K | No change |
| ITGR Integer Holdings Corp. | 0.06% | 2,210 | $258K | New |
| MPC Marathon Petroleum Corp. | 0.06% | 1,250 | $252K | New |
| CI The Cigna Group | 0.06% | 692 | $251K | No change |
| QLYS Qualys Inc. | 0.06% | 1,492 | $249K | New |
| AMAT Applied Materials Inc. | 0.06% | 1,200 | $247K | New |
| AUB Atlantic Union Bankshares Co. | 0.06% | 6,959 | $246K | New |
| UMBF Umb Financial Corp. | 0.05% | 2,772 | $241K | New |
| GPN Global Payments Inc. | 0.05% | 1,794 | $240K | Reduce -56.5% |
| WH Wyndham Hotels & Resorts Inc. | 0.05% | 3,053 | $234K | New |
| LGIH Lgi Homes Inc. | 0.05% | 1,983 | $231K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 918 | $229K | Reduce -30.4% |
| DIOD Diodes Inc. | 0.05% | 3,155 | $222K | New |
| VGT Vanguard Info Tech ETF | 0.05% | 419 | $220K | No change |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.05% | 1,034 | $215K | New |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.05% | 1,780 | $213K | New |
| AMBA Ambarella Inc. | 0.05% | 4,164 | $211K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 606 | $209K | New |
| DE Deere & Co. | 0.05% | 506 | $208K | New |
| EVRG Evergy Inc. | 0.04% | 3,761 | $201K | New |