| AAPL Apple Inc. | 20.70% | 925,730 | $251.7M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 10.05% | 390,412 | $122.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 8.14% | 428,968 | $99.0M | Reduce -0.4% |
| MSFT Microsoft Corp. | 5.98% | 150,287 | $72.7M | Reduce -0.2% |
| NVDA Nvidia Corp. | 4.83% | 314,984 | $58.7M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 4.75% | 87,552 | $57.8M | Add +3.2% |
| BX Blackstone Inc. | 4.55% | 358,762 | $55.3M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 4.15% | 156,679 | $50.5M | Reduce -0.7% |
| XPO Xpo Inc. | 3.33% | 298,337 | $40.5M | Reduce -1.0% |
| V Visa Inc. Class A | 3.00% | 103,974 | $36.5M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 2.49% | 28,139 | $30.2M | Add +5.0% |
| VRT Vertiv Holdings Co. Class A | 2.39% | 179,145 | $29.0M | Add +0.4% |
| RDDT Reddit Inc. Class A | 2.32% | 122,576 | $28.2M | Add +0.5% |
| SYK Stryker Corp. | 2.18% | 75,342 | $26.5M | Reduce -1.1% |
| CEG Constellation Energy | 1.57% | 53,974 | $19.1M | Add +4.6% |
| HD Home Depot Inc. | 1.46% | 51,589 | $17.8M | Reduce -1.8% |
| AXP American Express Co. | 1.42% | 46,801 | $17.3M | Reduce -1.0% |
| TWI Titan International Inc. | 1.38% | 2,142,884 | $16.8M | Reduce -2.2% |
| QXO Qxo Inc. | 1.36% | 857,840 | $16.5M | Add +56.6% |
| ARQT Arcutis Biotherapeutics Inc. | 1.35% | 564,650 | $16.4M | Reduce -0.2% |
| ABBV Abbvie Inc. | 1.30% | 69,347 | $15.8M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 1.22% | 47,218 | $14.8M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 1.19% | 16,733 | $14.4M | Reduce -0.6% |
| GEV GE Vernova Inc. | 1.17% | 21,772 | $14.2M | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 1.01% | 39,707 | $12.2M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.52% | 60,216 | $6.3M | Reduce -7.3% |
| PFE Pfizer Inc. | 0.52% | 252,957 | $6.3M | Reduce -2.1% |
| WHR Whirlpool Corp. | 0.49% | 82,717 | $6.0M | Reduce -39.6% |
| ORCL Oracle Corp. | 0.45% | 28,358 | $5.5M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 18,793 | $4.8M | Reduce -3.8% |
| SHW The Sherwin-Williams Co. | 0.35% | 13,025 | $4.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 6,015 | $3.7M | No change |
| JNJ Johnson & Johnson | 0.30% | 17,600 | $3.6M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 5,210 | $2.6M | Reduce -1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 14,151 | $2.2M | Reduce -0.7% |
| VFF Village Farms International | 0.17% | 575,400 | $2.1M | No change |
| NEE Nextera Energy Inc. | 0.16% | 24,085 | $1.9M | Reduce -0.2% |
| DHR Danaher Corp. | 0.14% | 7,410 | $1.7M | No change |
| LEN Lennar Corp. Class A | 0.14% | 16,000 | $1.6M | No change |
| GD General Dynamics Corp. | 0.13% | 4,764 | $1.6M | No change |
| EHC Encompass Health Corp. | 0.12% | 13,830 | $1.5M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 4,437 | $1.3M | Reduce -0.9% |
| CMA Comerica Inc. | 0.11% | 14,879 | $1.3M | Reduce -6.9% |
| DE Deere & Co. | 0.10% | 2,600 | $1.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 21,142 | $1.2M | No change |
| UBER Uber Technologies Inc. | 0.10% | 14,225 | $1.2M | New |
| PM Philip Morris International | 0.08% | 6,327 | $1.0M | No change |
| RACE Ferrari NV | 0.08% | 2,700 | $998K | No change |
| APH Amphenol Corp. Class A | 0.08% | 7,380 | $997K | Add +5.4% |
| CBOE Cboe Global Markets Inc. | 0.08% | 3,856 | $968K | No change |
| MCO Moody's Corp. | 0.08% | 1,875 | $958K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,500 | $838K | No change |
| HCA HCA Healthcare Inc. | 0.06% | 1,685 | $787K | No change |
| GS Goldman Sachs Group Inc. | 0.06% | 886 | $779K | No change |
| TSLA Tesla Inc. | 0.06% | 1,706 | $767K | Add +1.4% |
| HON Honeywell International Inc. | 0.06% | 3,878 | $757K | Reduce -53.2% |
| RTX RTX Corp. | 0.06% | 4,000 | $734K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 4,110 | $731K | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 10,000 | $660K | No change |
| CMCSA Comcast Corp. Class A | 0.05% | 21,500 | $643K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 855 | $583K | No change |
| MO Altria Group Inc. | 0.05% | 9,835 | $567K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,952 | $567K | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.04% | 2,209 | $511K | No change |
| MCD McDonald's Corp. | 0.04% | 1,608 | $491K | No change |
| INTU Intuit Inc. | 0.04% | 732 | $485K | No change |
| MAR Marriott International Class A | 0.04% | 1,459 | $453K | No change |
| ITW Illinois Tool Works | 0.03% | 1,725 | $425K | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 0.03% | 5,430 | $418K | No change |
| CARR Carrier Global Corp. | 0.03% | 7,900 | $417K | Reduce -10.2% |
| RVMD Revolution Medicines Inc. | 0.03% | 5,000 | $398K | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 7,044 | $379K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.03% | 15,900 | $313K | No change |
| GLD SPDR Gold Shares | 0.02% | 750 | $297K | New |
| PEP Pepsico Inc. | 0.02% | 1,850 | $266K | No change |
| TXT Textron Inc. | 0.02% | 2,873 | $250K | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.02% | 1,675 | $240K | No change |
| DASH DoorDash Inc. Class A | 0.02% | 1,040 | $236K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 4,735 | $235K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 850 | $209K | No change |
| AVGO Broadcom Inc. | 0.02% | 600 | $208K | Reduce -9.1% |
| EXP Eagle Materials Inc. | 0.02% | 975 | $202K | Reduce -13.3% |