| NVDA Nvidia Corp. | 8.55% | 71,677 | $14.3M | Reduce -3.4% |
| AAPL Apple Inc. | 7.87% | 45,617 | $13.2M | Add +1.6% |
| MSFT Microsoft Corp. | 4.88% | 21,940 | $8.2M | Add +1.9% |
| AMZN Amazon.com Inc. | 4.27% | 30,041 | $7.2M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 3.85% | 18,080 | $6.5M | Add +1.8% |
| AVGO Broadcom Inc. | 3.15% | 13,982 | $5.3M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 3.02% | 14,361 | $5.1M | Reduce -3.8% |
| MU Micron Technology Inc. | 2.42% | 3,521 | $4.1M | Add +2.3% |
| META Meta Platforms Inc. Class A | 2.29% | 6,832 | $3.8M | Add +3.0% |
| TSLA Tesla Inc. | 2.20% | 8,763 | $3.7M | Add +1.9% |
| LLY Eli Lilly & Co. | 1.79% | 2,507 | $3.0M | Add +1.6% |
| AMD Advanced Micro Devices | 1.76% | 5,069 | $2.9M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.63% | 8,359 | $2.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 4,324 | $2.2M | Add +2.9% |
| INTC Intel Corp. | 1.16% | 13,882 | $1.9M | No change |
| JNJ Johnson & Johnson | 1.14% | 7,542 | $1.9M | Add +2.7% |
| V Visa Inc. Class A | 1.06% | 5,175 | $1.8M | No change |
| XOM Exxon Mobil Corp. | 1.05% | 12,876 | $1.8M | No change |
| AMAT Applied Materials Inc. | 1.05% | 2,434 | $1.8M | Add +1.7% |
| LRCX Lam Research Corp. | 1.01% | 3,916 | $1.7M | No change |
| CAT Caterpillar Inc. | 0.92% | 1,449 | $1.5M | Add +2.8% |
| WMT Walmart Inc. | 0.91% | 13,412 | $1.5M | No change |
| CSCO Cisco Systems Inc. | 0.85% | 12,148 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.81% | 5,414 | $1.4M | No change |
| MA Mastercard Inc. Class A | 0.79% | 2,578 | $1.3M | No change |
| COST Costco Wholesale Corp. | 0.77% | 1,375 | $1.3M | No change |
| KLAC KLA Corp. | 0.73% | 4,040 | $1.2M | Add +2.5% |
| BAC Bank of America Corp. | 0.71% | 21,021 | $1.2M | No change |
| GE General Electric filed as GE AEROSPACE | 0.71% | 3,204 | $1.2M | No change |
| UNH Unitedhealth Group Inc. | 0.69% | 2,805 | $1.2M | Add +2.9% |
| HD Home Depot Inc. | 0.64% | 3,034 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.63% | 7,153 | $1.0M | No change |
| GEV GE Vernova Inc. | 0.60% | 856 | $1.0M | Add +4.9% |
| KO The Coca-Cola Co. | 0.59% | 12,084 | $982K | Reduce -3.2% |
| MRK Merck & Co. Inc. | 0.58% | 7,530 | $968K | No change |
| CVX Chevron Corp. | 0.57% | 5,792 | $960K | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 0.56% | 921 | $931K | No change |
| NFLX Netflix Inc. | 0.55% | 13,010 | $929K | Add +1.5% |
| RY Royal Bank of Canada | 0.52% | 4,226 | $875K | No change |
| PM Philip Morris International | 0.51% | 4,773 | $863K | Add +2.1% |
| PANW Palo Alto Networks Inc. | 0.50% | 2,484 | $847K | Add +4.2% |
| TXN Texas Instruments Inc. | 0.50% | 2,820 | $841K | Add +3.7% |
| WFC Wells Fargo & Co. | 0.49% | 9,870 | $816K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 2,868 | $807K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 6,910 | $806K | No change |
| RTX RTX Corp. | 0.46% | 4,106 | $779K | No change |
| ORCL Oracle Corp. | 0.46% | 5,297 | $776K | Add +1.9% |
| C Citigroup Inc. | 0.46% | 5,512 | $771K | No change |
| MRVL Marvell Technology Inc. | 0.45% | 2,530 | $754K | No change |
| MS Morgan Stanley | 0.45% | 3,589 | $750K | No change |
| WDC Western Digital Corp. | 0.42% | 1,100 | $703K | No change |
| APH Amphenol Corp. Class A | 0.39% | 3,712 | $655K | No change |
| GLW Corning Inc. | 0.38% | 2,491 | $636K | Add +4.2% |
| TD Toronto-Dominion Bank | 0.37% | 5,135 | $624K | No change |
| QCOM Qualcomm Inc. | 0.36% | 3,238 | $598K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 782 | $597K | Add +5.4% |
| AMGN Amgen Inc. | 0.36% | 1,648 | $597K | Add +2.5% |
| ADI Analog Devices Inc. | 0.35% | 1,480 | $588K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 1,171 | $587K | No change |
| MCD McDonald's Corp. | 0.35% | 2,145 | $580K | No change |
| AXP American Express Co. | 0.34% | 1,679 | $568K | No change |
| NEE Nextera Energy Inc. | 0.33% | 6,354 | $558K | Add +3.3% |
| PEP Pepsico Inc. | 0.33% | 4,110 | $556K | No change |
| ANET Arista Networks Inc. | 0.32% | 3,191 | $542K | No change |
| VZ Verizon Communications Inc. | 0.32% | 12,630 | $535K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 5,391 | $519K | No change |
| BA The Boeing Co. | 0.30% | 2,358 | $510K | No change |
| WELL Welltower Inc. | 0.30% | 2,248 | $510K | Add +9.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 3,337 | $506K | No change |
| DE Deere & Co. | 0.29% | 767 | $487K | No change |
| UNP Union Pacific Corp. | 0.29% | 1,784 | $485K | No change |
| SCHW Schwab (charles) Corp. | 0.28% | 5,166 | $477K | No change |
| ABT Abbott Laboratories | 0.28% | 5,220 | $474K | No change |
| GILD Gilead Sciences Inc. | 0.28% | 3,716 | $469K | No change |
| T AT&T Inc. | 0.27% | 21,575 | $447K | No change |
| BKNG Booking Holdings Inc. | 0.26% | 2,425 | $432K | No change |
| UBER Uber Technologies Inc. | 0.26% | 5,951 | $429K | No change |
| SHOP Shopify Inc. Class A | 0.26% | 3,752 | $429K | No change |
| ISRG Intuitive Surgical Inc. | 0.25% | 1,072 | $426K | No change |
| BLK BlackRock Inc. | 0.25% | 440 | $423K | No change |
| PFE Pfizer Inc. | 0.24% | 16,986 | $409K | No change |
| DELL Dell Technologies -C | 0.24% | 940 | $406K | New |
| COP Conocophillips | 0.23% | 3,764 | $391K | No change |
| CVS CVS Health Corp. | 0.23% | 3,758 | $389K | No change |
| VRT Vertiv Holdings Co. Class A | 0.23% | 1,157 | $387K | Add +9.5% |
| CRM Salesforce Inc. | 0.23% | 2,470 | $387K | Reduce -13.9% |
| COF Capital One Financial Corp. | 0.23% | 1,913 | $384K | No change |
| SPGI S&P Global Inc. | 0.23% | 940 | $383K | No change |
| PGR Progressive Corp. | 0.23% | 1,752 | $383K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 764 | $380K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.22% | 2,132 | $377K | No change |
| PLD Prologis Inc. | 0.22% | 2,761 | $374K | No change |
| PH Parker Hannifin Corp. | 0.22% | 380 | $372K | No change |
| LOW Lowe's Cos Inc. | 0.22% | 1,675 | $369K | No change |
| DHR Danaher Corp. | 0.22% | 1,922 | $366K | No change |
| MO Altria Group Inc. | 0.22% | 5,018 | $361K | No change |
| APP AppLovin Corp. Class A | 0.21% | 688 | $354K | No change |
| ENB Enbridge Inc. | 0.21% | 6,490 | $352K | No change |
| BMY Bristol-Myers Squibb Co. | 0.21% | 6,049 | $349K | No change |
| SBUX Starbucks Corp. | 0.21% | 3,379 | $345K | No change |