| AAPL Apple Inc. | 20.36% | 898,698 | $228.1M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 9.84% | 383,233 | $110.2M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 7.84% | 421,643 | $87.8M | Reduce -1.7% |
| XPO Xpo Inc. | 4.94% | 284,261 | $55.3M | Reduce -4.7% |
| MSFT Microsoft Corp. | 4.92% | 148,848 | $55.1M | Reduce -1.0% |
| NVDA Nvidia Corp. | 4.87% | 312,559 | $54.5M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 4.54% | 88,960 | $50.9M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 3.99% | 152,033 | $44.7M | Reduce -3.0% |
| VRT Vertiv Holdings Co. Class A | 3.88% | 173,380 | $43.4M | Reduce -3.2% |
| BX Blackstone Inc. | 3.65% | 355,537 | $40.9M | Reduce -0.9% |
| V Visa Inc. Class A | 2.78% | 102,954 | $31.1M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 2.53% | 30,866 | $28.4M | Add +9.7% |
| SYK Stryker Corp. | 2.18% | 74,450 | $24.5M | Reduce -1.2% |
| QXO Qxo Inc. | 2.11% | 1,216,305 | $23.6M | Add +41.8% |
| RDDT Reddit Inc. Class A | 1.82% | 151,066 | $20.3M | Add +23.2% |
| GEV GE Vernova Inc. | 1.71% | 21,943 | $19.2M | Add +0.8% |
| HD Home Depot Inc. | 1.43% | 48,649 | $16.0M | Reduce -5.7% |
| COST Costco Wholesale Corp. | 1.42% | 16,002 | $15.9M | Reduce -4.4% |
| ABBV Abbvie Inc. | 1.33% | 68,267 | $14.8M | Reduce -1.6% |
| TWI Titan International Inc. | 1.31% | 2,122,684 | $14.7M | Reduce -0.9% |
| AXP American Express Co. | 1.26% | 46,733 | $14.1M | Reduce -0.1% |
| ARQT Arcutis Biotherapeutics Inc. | 1.19% | 566,730 | $13.4M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 1.15% | 44,941 | $12.9M | Reduce -4.8% |
| CEG Constellation Energy | 1.05% | 42,035 | $11.7M | Reduce -22.1% |
| GE General Electric filed as GE AEROSPACE | 1.01% | 39,712 | $11.3M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.61% | 56,886 | $6.8M | Reduce -5.5% |
| SCHW Schwab (charles) Corp. | 0.52% | 62,120 | $5.8M | New |
| PFE Pfizer Inc. | 0.49% | 197,270 | $5.5M | Reduce -22.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 18,483 | $4.8M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.37% | 28,288 | $4.2M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.33% | 11,700 | $3.8M | Reduce -10.2% |
| JNJ Johnson & Johnson | 0.33% | 14,906 | $3.6M | Reduce -15.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 5,897 | $3.4M | Reduce -2.0% |
| RTX RTX Corp. | 0.24% | 14,175 | $2.7M | Add +254.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 5,115 | $2.5M | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 14,040 | $2.2M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.19% | 23,401 | $2.2M | Reduce -2.8% |
| VFF Village Farms International | 0.15% | 575,400 | $1.6M | No change |
| GD General Dynamics Corp. | 0.15% | 4,749 | $1.6M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 4,437 | $1.5M | No change |
| DE Deere & Co. | 0.13% | 2,585 | $1.5M | Reduce -0.6% |
| EHC Encompass Health Corp. | 0.13% | 14,980 | $1.4M | Add +8.3% |
| LEN Lennar Corp. Class A | 0.12% | 16,000 | $1.4M | No change |
| DHR Danaher Corp. | 0.12% | 7,085 | $1.3M | Reduce -4.4% |
| FITB Fifth Third Bancorp | 0.10% | 24,911 | $1.2M | New |
| CBOE Cboe Global Markets Inc. | 0.09% | 3,756 | $1.1M | Reduce -2.6% |
| PM Philip Morris International | 0.09% | 6,327 | $1.0M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 21,142 | $1.0M | No change |
| APH Amphenol Corp. Class A | 0.09% | 7,550 | $954K | Add +2.3% |
| RACE Ferrari NV | 0.08% | 2,700 | $914K | No change |
| HON Honeywell International Inc. | 0.07% | 3,693 | $835K | Reduce -4.8% |
| MCO Moody's Corp. | 0.07% | 1,875 | $818K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,500 | $802K | No change |
| HCA HCA Healthcare Inc. | 0.07% | 1,605 | $760K | Reduce -4.8% |
| GS Goldman Sachs Group Inc. | 0.06% | 826 | $699K | Reduce -6.8% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 10,000 | $675K | No change |
| MO Altria Group Inc. | 0.06% | 9,835 | $649K | No change |
| TSLA Tesla Inc. | 0.06% | 1,706 | $634K | No change |
| CMCSA Comcast Corp. Class A | 0.06% | 21,500 | $617K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 3,885 | $568K | Reduce -5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 855 | $556K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,927 | $553K | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.05% | 2,209 | $536K | No change |
| MAR Marriott International Class A | 0.04% | 1,459 | $477K | No change |
| ITW Illinois Tool Works | 0.04% | 1,725 | $449K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 5,430 | $421K | No change |
| CARR Carrier Global Corp. | 0.04% | 7,400 | $417K | Reduce -6.3% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 7,044 | $406K | No change |
| GLD SPDR Gold Shares | 0.03% | 750 | $323K | No change |
| INTU Intuit Inc. | 0.03% | 732 | $317K | No change |
| PEP Pepsico Inc. | 0.02% | 1,750 | $272K | Reduce -5.4% |
| PWR Quanta Services Inc. | 0.02% | 460 | $253K | New |
| PG The Procter & Gamble Co. | 0.02% | 1,675 | $242K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.02% | 15,900 | $239K | No change |
| TXT Textron Inc. | 0.02% | 2,723 | $238K | Reduce -5.2% |
| IWM iShares Russell 2000 ETF | 0.02% | 850 | $211K | No change |