| NVDA Nvidia Corp. | 13.01% | 656,672 | $79.7M | Reduce -15.5% |
| LLY Eli Lilly & Co. | 8.10% | 56,023 | $49.6M | Add +0.3% |
| AAPL Apple Inc. | 6.91% | 181,888 | $42.4M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 4.83% | 178,416 | $29.6M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 4.17% | 137,038 | $25.5M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 3.89% | 38,571 | $23.9M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 3.80% | 110,598 | $23.3M | Reduce -0.1% |
| MS Morgan Stanley | 3.40% | 199,926 | $20.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.10% | 44,198 | $19.0M | Reduce -0.5% |
| V Visa Inc. Class A | 2.84% | 63,248 | $17.4M | Reduce -0.4% |
| ABBV Abbvie Inc. | 2.76% | 85,671 | $16.9M | Add +0.5% |
| LRCX Lam Research Corp. | 2.23% | 16,775 | $13.7M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.90% | 293,684 | $11.7M | Reduce -0.1% |
| GLW Corning Inc. | 1.88% | 255,711 | $11.5M | Add +1.2% |
| DE Deere & Co. | 1.84% | 27,044 | $11.3M | Reduce -1.5% |
| JNJ Johnson & Johnson | 1.77% | 66,904 | $10.8M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 1.70% | 27,334 | $10.4M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 1.60% | 184,763 | $9.8M | Reduce -0.3% |
| DHR Danaher Corp. | 1.55% | 34,180 | $9.5M | Reduce -0.3% |
| EOG EOG Resources Inc. | 1.43% | 71,154 | $8.7M | Reduce -0.6% |
| AKAM Akamai Technologies Inc. | 1.42% | 86,051 | $8.7M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 1.35% | 160,074 | $8.3M | Reduce -2.4% |
| ABT Abbott Laboratories | 1.30% | 70,085 | $8.0M | Reduce -0.1% |
| CRL Charles River Laboratories | 1.27% | 39,431 | $7.8M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.16% | 41,202 | $7.1M | No change |
| MMM 3M Co. | 1.14% | 51,014 | $7.0M | Add +2.5% |
| AWK American Water Works Co. Inc. | 1.08% | 45,234 | $6.6M | No change |
| CLH Clean Harbors Inc. | 0.96% | 24,300 | $5.9M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 29,471 | $5.6M | Reduce -0.3% |
| CARR Carrier Global Corp. | 0.90% | 68,555 | $5.5M | Reduce -0.2% |
| MDT Medtronic PLC | 0.84% | 57,306 | $5.2M | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.83% | 22,955 | $5.1M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.79% | 12,347 | $4.8M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.78% | 41,038 | $4.8M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.78% | 66,589 | $4.8M | No change |
| ITCI Intra-Cellular Therapies Inc. | 0.77% | 64,831 | $4.7M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.73% | 39,150 | $4.4M | Reduce -3.0% |
| CVS CVS Health Corp. | 0.69% | 67,747 | $4.3M | Reduce -2.1% |
| PFE Pfizer Inc. | 0.69% | 145,868 | $4.2M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.66% | 41,916 | $4.0M | Reduce -5.7% |
| AMD Advanced Micro Devices | 0.61% | 22,886 | $3.8M | Reduce -0.1% |
| CNC Centene Corp. | 0.55% | 44,735 | $3.4M | Reduce -2.4% |
| MRNA Moderna Inc. | 0.50% | 46,022 | $3.1M | Reduce -0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.48% | 6,392 | $3.0M | No change |
| INTC Intel Corp. | 0.46% | 120,691 | $2.8M | Reduce -1.1% |
| HES Hess Corp. | 0.46% | 20,837 | $2.8M | Reduce -0.5% |
| OTIS Otis Worldwide Corp. | 0.46% | 26,944 | $2.8M | Reduce -0.7% |
| CMCSA Comcast Corp. Class A | 0.37% | 54,356 | $2.3M | Reduce -0.9% |
| TXN Texas Instruments Inc. | 0.34% | 10,160 | $2.1M | No change |
| ADBE Adobe Inc. | 0.34% | 4,022 | $2.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 3,593 | $2.1M | No change |
| GEV GE Vernova Inc. | 0.31% | 7,338 | $1.9M | Reduce -0.3% |
| HSY The Hershey Co. | 0.25% | 8,000 | $1.5M | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.24% | 138,699 | $1.5M | Reduce -0.3% |
| DELL Dell Technologies -C | 0.21% | 10,816 | $1.3M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.19% | 15,000 | $1.2M | New |
| AVGO Broadcom Inc. | 0.18% | 6,500 | $1.1M | Reduce -1.2% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.18% | 4,000 | $1.1M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.18% | 13,450 | $1.1M | No change |
| VLTO Veralto Corp. | 0.17% | 9,572 | $1.1M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.17% | 6,200 | $1.0M | No change |
| GD General Dynamics Corp. | 0.15% | 3,000 | $907K | No change |
| MOS The Mosaic Co. | 0.15% | 33,636 | $901K | Reduce -1.5% |
| SOLV Solventum Corp. | 0.12% | 10,779 | $752K | Reduce -8.6% |
| SYY Sysco Corp. | 0.12% | 9,456 | $738K | No change |
| GT Goodyear Tire & Rubber Co. | 0.11% | 75,812 | $671K | Reduce -3.8% |
| EPD Enterprise Products Partners | 0.10% | 20,247 | $589K | No change |
| VZ Verizon Communications Inc. | 0.09% | 11,609 | $521K | No change |
| ENPH Enphase Energy Inc. | 0.08% | 4,369 | $494K | Reduce -0.6% |
| VRT Vertiv Holdings Co. Class A | 0.07% | 4,600 | $458K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $392K | No change |
| MET Metlife Inc. | 0.05% | 3,990 | $329K | No change |
| PEP Pepsico Inc. | 0.05% | 1,921 | $327K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $257K | No change |
| DUK Duke Energy Corp. | 0.03% | 1,811 | $209K | New |