| NVDA Nvidia Corp. | 14.36% | 647,754 | $87.0M | Reduce -1.4% |
| AAPL Apple Inc. | 7.49% | 181,258 | $45.4M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 7.14% | 56,003 | $43.2M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 5.55% | 177,680 | $33.6M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 4.92% | 135,775 | $29.8M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 4.36% | 110,193 | $26.4M | Reduce -0.4% |
| MS Morgan Stanley | 4.12% | 198,692 | $25.0M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 3.30% | 38,479 | $20.0M | Reduce -0.2% |
| V Visa Inc. Class A | 3.29% | 63,048 | $19.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.03% | 43,578 | $18.4M | Reduce -1.4% |
| ABBV Abbvie Inc. | 2.50% | 85,089 | $15.1M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.12% | 292,364 | $12.8M | Reduce -0.5% |
| GLW Corning Inc. | 2.02% | 258,026 | $12.3M | Add +0.9% |
| LRCX Lam Research Corp. | 1.96% | 164,705 | $11.9M | Reduce -1.8% |
| DE Deere & Co. | 1.94% | 27,784 | $11.8M | Add +2.7% |
| CSCO Cisco Systems Inc. | 1.80% | 183,978 | $10.9M | Reduce -0.4% |
| JNJ Johnson & Johnson | 1.60% | 66,904 | $9.7M | No change |
| SHW The Sherwin-Williams Co. | 1.52% | 27,152 | $9.2M | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 1.49% | 159,344 | $9.0M | Reduce -0.5% |
| EOG EOG Resources Inc. | 1.43% | 70,904 | $8.7M | Reduce -0.3% |
| MMM 3M Co. | 1.42% | 66,471 | $8.6M | Add +30.3% |
| ABT Abbott Laboratories | 1.31% | 70,085 | $7.9M | No change |
| AKAM Akamai Technologies Inc. | 1.29% | 81,781 | $7.8M | Reduce -5.0% |
| CRL Charles River Laboratories | 1.15% | 37,604 | $6.9M | Reduce -4.6% |
| PG The Procter & Gamble Co. | 1.13% | 40,972 | $6.9M | Reduce -0.6% |
| DHR Danaher Corp. | 1.09% | 28,855 | $6.6M | Reduce -15.6% |
| AXON Axon Enterprise Inc. | 1.07% | 10,911 | $6.5M | New |
| AWK American Water Works Co. Inc. | 0.93% | 45,234 | $5.6M | No change |
| CLH Clean Harbors Inc. | 0.92% | 24,300 | $5.6M | No change |
| ITCI Intra-Cellular Therapies Inc. | 0.89% | 64,246 | $5.4M | Reduce -0.9% |
| PYPL PayPal Holdings Inc. | 0.87% | 61,417 | $5.2M | Add +309.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 22,715 | $5.0M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.81% | 29,383 | $4.9M | Reduce -0.3% |
| CARR Carrier Global Corp. | 0.77% | 68,555 | $4.7M | No change |
| MDT Medtronic PLC | 0.75% | 57,056 | $4.6M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.74% | 12,347 | $4.5M | No change |
| XOM Exxon Mobil Corp. | 0.73% | 41,038 | $4.4M | No change |
| KO The Coca-Cola Co. | 0.68% | 65,793 | $4.1M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.63% | 38,600 | $3.8M | Reduce -1.4% |
| HES Hess Corp. | 0.45% | 20,637 | $2.7M | Reduce -1.0% |
| PFE Pfizer Inc. | 0.44% | 101,028 | $2.7M | Reduce -30.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.42% | 6,392 | $2.6M | No change |
| OTIS Otis Worldwide Corp. | 0.41% | 26,944 | $2.5M | No change |
| GEV GE Vernova Inc. | 0.40% | 7,322 | $2.4M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 3,593 | $2.1M | No change |
| AMD Advanced Micro Devices | 0.34% | 17,146 | $2.1M | Reduce -25.1% |
| CMCSA Comcast Corp. Class A | 0.32% | 51,788 | $1.9M | Reduce -4.7% |
| MRNA Moderna Inc. | 0.32% | 45,942 | $1.9M | Reduce -0.2% |
| TXN Texas Instruments Inc. | 0.31% | 10,160 | $1.9M | No change |
| AVGO Broadcom Inc. | 0.25% | 6,500 | $1.5M | No change |
| HSY The Hershey Co. | 0.22% | 8,000 | $1.4M | No change |
| DELL Dell Technologies -C | 0.21% | 10,816 | $1.2M | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 6,200 | $1.2M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.17% | 13,450 | $1.1M | No change |
| VLTO Veralto Corp. | 0.16% | 9,414 | $959K | Reduce -1.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.16% | 4,000 | $941K | No change |
| GD General Dynamics Corp. | 0.13% | 3,000 | $790K | No change |
| SYY Sysco Corp. | 0.12% | 9,456 | $723K | No change |
| SOLV Solventum Corp. | 0.11% | 10,106 | $668K | Reduce -6.2% |
| EPD Enterprise Products Partners | 0.10% | 20,247 | $635K | No change |
| VRT Vertiv Holdings Co. Class A | 0.09% | 4,600 | $523K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $392K | No change |
| INTC Intel Corp. | 0.06% | 19,444 | $390K | Reduce -83.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,201 | $356K | Reduce -92.4% |
| MET Metlife Inc. | 0.05% | 3,990 | $327K | No change |
| PEP Pepsico Inc. | 0.05% | 1,921 | $292K | No change |
| CNC Centene Corp. | 0.05% | 4,737 | $287K | Reduce -89.4% |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $232K | No change |