| AAPL Apple Inc. | 6.70% | 511,759 | $148.1M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 5.47% | 338,423 | $120.9M | Add +1.4% |
| DELL Dell Technologies -C | 4.77% | 244,395 | $105.4M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 4.10% | 161,072 | $90.7M | Add +1.0% |
| AMZN Amazon.com Inc. | 3.76% | 348,447 | $83.0M | Add +6.7% |
| NVDA Nvidia Corp. | 3.73% | 412,272 | $82.5M | Reduce -4.2% |
| MSFT Microsoft Corp. | 3.40% | 201,427 | $75.1M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 3.01% | 188,492 | $66.6M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 2.64% | 62,273 | $58.3M | Reduce -1.0% |
| NBIS Nebius Group NV | 2.62% | 209,648 | $57.9M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 2.51% | 46,347 | $55.6M | Reduce -0.2% |
| MOH Molina Healthcare Inc. | 2.00% | 193,751 | $44.3M | Add +49.0% |
| MELI MercadoLibre Inc. | 1.72% | 22,371 | $38.0M | Add +57.2% |
| AXP American Express Co. | 1.72% | 112,119 | $37.9M | Reduce -4.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.39% | 2,306,445 | $30.8M | Reduce -10.6% |
| WSM Williams-Sonoma Inc. | 1.39% | 132,046 | $30.8M | Reduce -0.9% |
| TXN Texas Instruments Inc. | 1.39% | 103,080 | $30.7M | Reduce -0.3% |
| PGR Progressive Corp. | 1.36% | 137,271 | $30.0M | Add +76.8% |
| WM Waste Management Inc. | 1.32% | 130,596 | $29.1M | Reduce -0.5% |
| MU Micron Technology Inc. | 1.22% | 23,375 | $27.0M | Reduce -12.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.08% | 31,415 | $24.0M | Reduce -1.6% |
| CMI Cummins Inc. | 1.05% | 32,702 | $23.3M | Reduce -2.0% |
| JNJ Johnson & Johnson | 1.05% | 91,185 | $23.2M | Reduce -1.4% |
| SFM Sprouts Farmers Market Inc. | 1.01% | 265,091 | $22.4M | Add +61.4% |
| ICE Intercontinental Exchange Inc. | 1.00% | 180,263 | $22.2M | Reduce -0.9% |
| APP AppLovin Corp. Class A | 0.99% | 42,657 | $22.0M | Reduce -6.2% |
| QCOM Qualcomm Inc. | 0.99% | 118,207 | $21.8M | Reduce -8.3% |
| AMD Advanced Micro Devices | 0.98% | 37,355 | $21.7M | Reduce -2.6% |
| ADBE Adobe Inc. | 0.96% | 103,486 | $21.2M | Add +10.1% |
| MSI Motorola Solutions Inc. | 0.92% | 49,163 | $20.4M | Reduce -1.7% |
| ECL Ecolab Inc. | 0.85% | 67,144 | $18.7M | Reduce -0.6% |
| IBB iShares Biotechnology ETF | 0.83% | 96,715 | $18.4M | Reduce -1.0% |
| EXPE Expedia Group Inc. | 0.81% | 69,964 | $17.9M | Reduce -2.8% |
| BKNG Booking Holdings Inc. | 0.76% | 94,513 | $16.8M | Reduce -0.9% |
| INTU Intuit Inc. | 0.76% | 64,464 | $16.8M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.74% | 39,389 | $16.4M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 0.72% | 72,399 | $16.0M | Reduce -10.6% |
| V Visa Inc. Class A | 0.66% | 42,224 | $14.5M | Reduce -12.9% |
| XBI SS SPDR S&P Biotech ETF | 0.64% | 89,915 | $14.2M | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.63% | 51,341 | $14.0M | Reduce -2.4% |
| ALGN Align Technology Inc. | 0.62% | 80,802 | $13.6M | Reduce -1.9% |
| WMT Walmart Inc. | 0.60% | 117,477 | $13.3M | Add +0.4% |
| SE Sea Ltd.-ADR | 0.58% | 134,228 | $12.9M | Reduce -2.2% |
| NVS Novartis AG-Sponsored ADR | 0.57% | 80,147 | $12.6M | Reduce -2.0% |
| CART Maplebear Inc. | 0.57% | 265,098 | $12.6M | Reduce -4.1% |
| SYK Stryker Corp. | 0.56% | 39,492 | $12.4M | Reduce -2.0% |
| GWW WW Grainger Inc. | 0.56% | 9,129 | $12.4M | Reduce -1.4% |
| UBER Uber Technologies Inc. | 0.56% | 171,290 | $12.4M | Add +2.0% |
| ADSK Autodesk Inc. | 0.55% | 62,739 | $12.2M | Reduce -1.4% |
| ABNB Airbnb Inc. Class A | 0.54% | 84,012 | $12.0M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.52% | 45,938 | $11.6M | Reduce -0.7% |
| QXO Qxo Inc. | 0.52% | 666,405 | $11.5M | Reduce -22.2% |
| GLW Corning Inc. | 0.52% | 44,965 | $11.5M | Reduce -10.1% |
| ADP Automatic Data Processing | 0.52% | 51,211 | $11.5M | Reduce -39.6% |
| ISRG Intuitive Surgical Inc. | 0.51% | 28,505 | $11.3M | Reduce -0.6% |
| EW Edwards Lifesciences Corp. | 0.49% | 118,775 | $10.7M | Reduce -0.2% |
| RDDT Reddit Inc. Class A | 0.47% | 59,983 | $10.4M | Reduce -1.9% |
| DE Deere & Co. | 0.46% | 16,152 | $10.2M | Add +0.3% |
| EXPD Expeditors Intl Wash Inc. | 0.43% | 58,358 | $9.5M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.43% | 18,326 | $9.4M | Reduce -35.7% |
| AMGN Amgen Inc. | 0.41% | 25,068 | $9.1M | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.40% | 71,468 | $8.9M | Add +24.8% |
| CHD Church & Dwight Co. Inc. | 0.40% | 91,464 | $8.9M | Reduce -5.0% |
| PAYX Paychex Inc. | 0.38% | 86,341 | $8.5M | Reduce -44.9% |
| AN Autonation Inc. | 0.38% | 45,680 | $8.5M | Add +0.0% |
| DHI D.R. Horton Inc. | 0.38% | 51,246 | $8.3M | Reduce -4.9% |
| CSCO Cisco Systems Inc. | 0.37% | 69,100 | $8.1M | Reduce -5.9% |
| NSC Norfolk Southern Corp. | 0.36% | 25,482 | $8.0M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.34% | 51,196 | $7.5M | Reduce -3.2% |
| MRK Merck & Co. Inc. | 0.32% | 55,020 | $7.1M | Reduce -0.4% |
| TRMB Trimble Inc. | 0.31% | 131,936 | $6.8M | Reduce -5.9% |
| BLDR Builders Firstsource Inc. | 0.30% | 74,600 | $6.7M | Reduce -22.3% |
| FDX FedEx Corp. | 0.29% | 20,707 | $6.5M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.28% | 5,798 | $6.2M | Reduce -0.2% |
| FIGR Figure Technology Solut Class A | 0.27% | 197,255 | $6.1M | Reduce -20.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.27% | 2,989 | $5.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 11,318 | $5.7M | Add +1.9% |
| CRL Charles River Laboratories | 0.25% | 24,018 | $5.4M | No change |
| WAT Waters Corp. | 0.24% | 14,163 | $5.3M | Add +1.1% |
| BAC Bank of America Corp. | 0.24% | 92,248 | $5.3M | Reduce -2.9% |
| HD Home Depot Inc. | 0.23% | 14,463 | $5.1M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 6,292 | $4.7M | New |
| RL Ralph Lauren Corp. | 0.20% | 10,930 | $4.4M | Reduce -6.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.19% | 38,665 | $4.3M | Add +3.0% |
| NFLX Netflix Inc. | 0.19% | 59,428 | $4.2M | Add +1164.4% |
| MRVL Marvell Technology Inc. | 0.19% | 14,215 | $4.2M | Reduce -1.4% |
| COMP Compass Inc. Class A | 0.19% | 332,030 | $4.1M | Add +1.1% |
| PYPL PayPal Holdings Inc. | 0.18% | 94,451 | $4.1M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 14,305 | $4.0M | Reduce -1.7% |
| FAST Fastenal Co. | 0.17% | 77,006 | $3.7M | Reduce -0.6% |
| ZTS Zoetis Inc. | 0.17% | 50,868 | $3.7M | Add +172.9% |
| HCA HCA Healthcare Inc. | 0.16% | 9,048 | $3.5M | Add +1408.0% |
| DAL Delta Air Lines Inc. | 0.15% | 36,511 | $3.4M | New |
| AVGO Broadcom Inc. | 0.15% | 9,040 | $3.4M | Reduce -1.0% |
| GRMN Garmin Ltd. | 0.15% | 14,225 | $3.4M | No change |
| XYZ Block Inc. | 0.15% | 42,693 | $3.2M | Reduce -4.3% |
| TOL Toll Brothers Inc. | 0.15% | 19,581 | $3.2M | Reduce -48.0% |
| GEV GE Vernova Inc. | 0.14% | 2,578 | $3.0M | New |
| SYY Sysco Corp. | 0.14% | 36,105 | $3.0M | Add +2.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 36,700 | $3.0M | Reduce -4.1% |
| FISV Fiserv Inc. | 0.14% | 60,855 | $3.0M | Add +93.0% |
| SMG Scotts Miracle-Gro Co. | 0.13% | 43,615 | $3.0M | Reduce -12.7% |
| LNG Cheniere Energy Inc. | 0.13% | 12,344 | $3.0M | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 13,734 | $2.9M | Reduce -43.0% |
| BA The Boeing Co. | 0.13% | 13,305 | $2.9M | Reduce -0.1% |
| SLM SLM Corp. | 0.13% | 108,870 | $2.8M | Reduce -12.4% |
| MCD McDonald's Corp. | 0.13% | 10,442 | $2.8M | No change |
| PEP Pepsico Inc. | 0.13% | 20,814 | $2.8M | Reduce -3.6% |
| SPGI S&P Global Inc. Class W | 0.12% | 6,445 | $2.6M | New |
| MCO Moody's Corp. | 0.12% | 5,754 | $2.6M | New |
| IBKR Interactive Brokers Gro Class A | 0.12% | 29,900 | $2.6M | Reduce -5.9% |
| MDT Medtronic PLC | 0.12% | 33,100 | $2.6M | Reduce -20.8% |
| CPAY Corpay Inc. | 0.11% | 7,430 | $2.5M | Reduce -19.2% |
| CRM Salesforce Inc. | 0.11% | 15,662 | $2.5M | Add +1205.2% |
| CPNG Coupang Inc. | 0.11% | 137,325 | $2.4M | Reduce -25.9% |
| YUM Yum! Brands Inc. | 0.11% | 14,836 | $2.4M | Reduce -5.4% |
| VAL Valaris Ltd. | 0.10% | 30,985 | $2.2M | Reduce -51.5% |
| VEEV Veeva Systems Inc. Class A | 0.10% | 12,555 | $2.2M | New |
| GFF Griffon Corp. | 0.10% | 22,400 | $2.2M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.10% | 23,511 | $2.1M | Reduce -0.6% |
| BIRK Birkenstock Holding PLC | 0.10% | 49,178 | $2.1M | New |
| GILD Gilead Sciences Inc. | 0.09% | 16,397 | $2.1M | Reduce -1.2% |
| AMR Alpha Metallurgical Resource | 0.09% | 12,188 | $2.0M | Reduce -2.0% |
| DUOL Duolingo | 0.09% | 17,351 | $2.0M | Reduce -2.1% |
| RIG Transocean Ltd. | 0.09% | 403,011 | $2.0M | Reduce -1.2% |
| RACE Ferrari NV | 0.09% | 5,200 | $1.9M | Reduce -46.2% |
| JPM JPMorgan Chase & Co. | 0.09% | 5,881 | $1.9M | Reduce -51.6% |
| HPE Hewlett Packard Enterprise | 0.08% | 40,350 | $1.8M | New |
| CHTR Charter Communications Inc. Class A | 0.08% | 12,599 | $1.8M | New |
| NEE Nextera Energy Inc. | 0.08% | 19,900 | $1.7M | Reduce -2.2% |
| BLK BlackRock Inc. | 0.08% | 1,780 | $1.7M | No change |
| NKE Nike Inc. Class B | 0.07% | 38,631 | $1.6M | Reduce -29.0% |
| FDXF FedEx Freight Holding Co. | 0.07% | 10,422 | $1.6M | Reduce -0.5% |
| INTC Intel Corp. | 0.07% | 10,839 | $1.5M | Reduce -77.6% |
| TSLA Tesla Inc. | 0.07% | 3,535 | $1.5M | Add +0.1% |
| LULU Lululemon Athletica Inc. | 0.06% | 12,265 | $1.4M | Add +14.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 2,861 | $1.4M | Reduce -68.9% |
| KO The Coca-Cola Co. | 0.06% | 16,444 | $1.3M | Reduce -3.1% |
| GS Goldman Sachs Group Inc. | 0.06% | 1,316 | $1.3M | Reduce -1.5% |
| EBAY eBay Inc. | 0.06% | 11,675 | $1.3M | No change |
| ADI Analog Devices Inc. | 0.06% | 3,181 | $1.3M | No change |
| PG The Procter & Gamble Co. | 0.05% | 7,888 | $1.2M | Reduce -13.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 7,567 | $1.1M | No change |
| A Agilent Technologies Inc. | 0.05% | 8,195 | $1.1M | Add +3.1% |
| TT Trane Technologies PLC | 0.05% | 2,200 | $1.1M | Reduce -8.3% |
| RTX RTX Corp. | 0.05% | 5,365 | $1.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 2,642 | $978K | New |
| MMM 3M Co. | 0.04% | 5,992 | $970K | Reduce -4.2% |
| THC Tenet Healthcare Corp. | 0.04% | 4,932 | $923K | New |
| CVS CVS Health Corp. | 0.04% | 8,888 | $919K | Add +11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 10,618 | $915K | New |
| CL Colgate-Palmolive Co. | 0.04% | 9,523 | $873K | Add +0.1% |
| T AT&T Inc. | 0.04% | 41,630 | $862K | Reduce -10.9% |
| IHF iShares U.S. Healthcare Prov | 0.04% | 15,570 | $861K | Add +3.4% |
| WEC WEC Energy Group Inc. | 0.04% | 7,300 | $852K | No change |
| DCI Donaldson Co. Inc. | 0.04% | 9,400 | $844K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 7,594 | $828K | No change |
| GLD SPDR Gold Shares | 0.04% | 2,168 | $799K | Add +3.8% |
| ACM Aecom | 0.04% | 11,400 | $796K | Reduce -40.7% |
| IDXX Idexx Laboratories Inc. | 0.04% | 1,510 | $795K | No change |
| KLAR Klarna Group PLC | 0.04% | 38,850 | $786K | Reduce -47.5% |
| TTWO Take-Two Interactive Softwre | 0.03% | 3,059 | $765K | Add +4.0% |
| AMAT Applied Materials Inc. | 0.03% | 1,050 | $759K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 12,997 | $749K | Reduce -7.1% |
| ULTA Ulta Beauty Inc. | 0.03% | 1,650 | $744K | Reduce -12.9% |
| SBUX Starbucks Corp. | 0.03% | 6,800 | $695K | Add +2.3% |
| OIH Vaneck Oil Services ETF | 0.03% | 1,837 | $683K | Add +4.2% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 1,360 | $682K | Reduce -17.7% |
| SHOP Shopify Inc. Class A | 0.03% | 5,640 | $644K | No change |
| XP XP Inc. Class A | 0.03% | 38,625 | $628K | Reduce -58.5% |
| AEP American Electric Power | 0.03% | 4,566 | $625K | No change |
| PBE Invesco Biotechnology & Geno | 0.03% | 6,880 | $617K | Reduce -19.8% |
| LEN Lennar Corp. Class A | 0.03% | 6,669 | $603K | Reduce -0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 13,200 | $598K | Reduce -35.9% |
| DGX Quest Diagnostics Inc. | 0.02% | 2,503 | $531K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 1,500 | $516K | No change |
| PANW Palo Alto Networks Inc. | 0.02% | 1,485 | $506K | Reduce -38.4% |
| LRCX Lam Research Corp. | 0.02% | 1,151 | $499K | No change |
| XLE SS Energy Select Sector | 0.02% | 9,238 | $491K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 4,717 | $454K | Reduce -15.6% |
| ITW Illinois Tool Works | 0.02% | 1,675 | $453K | No change |
| LPX Louisiana-Pacific Corp. | 0.02% | 5,750 | $452K | Reduce -16.2% |
| PFE Pfizer Inc. | 0.02% | 18,005 | $434K | Reduce -9.1% |
| VZ Verizon Communications Inc. | 0.02% | 10,123 | $429K | Reduce -8.1% |
| EMR Emerson Electric Co. | 0.02% | 2,850 | $408K | No change |
| TGT Target Corp. | 0.02% | 3,013 | $394K | Add +3.9% |
| SO The Southern Co. | 0.02% | 4,100 | $392K | Reduce -8.0% |
| USB US Bancorp | 0.02% | 6,225 | $376K | Add +3.3% |
| EA Electronic Arts Inc. | 0.02% | 1,810 | $371K | Reduce -11.1% |
| CROX Crocs Inc. | 0.02% | 3,040 | $367K | Reduce -7.6% |
| EIX Edison International | 0.02% | 4,846 | $361K | Reduce -53.1% |
| MS Morgan Stanley | 0.02% | 1,700 | $355K | No change |
| GPN Global Payments Inc. | 0.02% | 4,830 | $350K | Add +30.4% |
| SMH Vaneck Semiconductor ETF | 0.02% | 521 | $342K | New |
| VPU Vanguard Utilities ETF | 0.02% | 1,700 | $333K | No change |
| REGN Regeneron Pharmaceuticals | 0.01% | 525 | $327K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 1,350 | $321K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 13,010 | $319K | Reduce -50.1% |
| MO Altria Group Inc. | 0.01% | 4,117 | $296K | Add +32.2% |
| UPS United Parcel Service Class B | 0.01% | 2,750 | $296K | Add +2.8% |
| KVUE Kenvue Inc. | 0.01% | 15,447 | $295K | Reduce -0.9% |
| LIN Linde PLC | 0.01% | 566 | $294K | No change |
| EVR Evercore Inc. Class A | 0.01% | 850 | $290K | No change |
| JCI Johnson Controls Internation | 0.01% | 1,917 | $280K | Reduce -4.2% |
| COP Conocophillips | 0.01% | 2,675 | $278K | No change |
| HEI Heico Corp. | 0.01% | 775 | $276K | No change |
| PM Philip Morris International | 0.01% | 1,519 | $275K | New |
| BRC Brady Corporation Class A | 0.01% | 3,000 | $275K | No change |
| EWBC East West Bancorp Inc. | 0.01% | 2,050 | $265K | Reduce -8.9% |
| MCK McKesson Corp. | 0.01% | 350 | $264K | No change |
| RPM RPM International Inc. | 0.01% | 2,375 | $264K | Add +4.4% |
| BIIB Biogen Inc. | 0.01% | 1,155 | $250K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 2,285 | $246K | No change |
| SCHW Schwab (charles) Corp. | 0.01% | 2,615 | $241K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 971 | $230K | No change |
| FSK FS KKR Capital Corp. | 0.01% | 17,237 | $181K | No change |
| WAGN Pabrai Wagons ETF filed as PROFESIONALLY MANAGED PORTFO | 0.01% | 12,414 | $171K | Add +3.7% |
| DXC DXC Technology Co. | 0.01% | 15,002 | $133K | Add +0.0% |
| HYPD Hyperion Defi Inc. | 0.00% | 17,300 | $54K | Reduce -66.7% |
| ALLO Allogene Therapeutics Inc. | 0.00% | 16,529 | $34K | No change |