| NVDA Nvidia Corp. | 10.91% | 581,610 | $63.0M | Reduce -10.2% |
| LLY Eli Lilly & Co. | 8.02% | 56,107 | $46.3M | Add +0.2% |
| AAPL Apple Inc. | 7.14% | 185,707 | $41.3M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 4.76% | 177,804 | $27.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 4.67% | 110,010 | $27.0M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 4.47% | 135,655 | $25.8M | Reduce -0.1% |
| MS Morgan Stanley | 4.00% | 198,321 | $23.1M | Reduce -0.2% |
| V Visa Inc. Class A | 3.82% | 62,996 | $22.1M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 3.30% | 38,308 | $19.1M | Reduce -0.4% |
| ABBV Abbvie Inc. | 3.08% | 84,994 | $17.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.83% | 43,548 | $16.3M | Reduce -0.1% |
| DE Deere & Co. | 2.25% | 27,679 | $13.0M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.11% | 292,184 | $12.2M | Reduce -0.1% |
| LRCX Lam Research Corp. | 2.07% | 164,570 | $12.0M | Reduce -0.1% |
| GLW Corning Inc. | 2.06% | 260,651 | $11.9M | Add +1.0% |
| CSCO Cisco Systems Inc. | 1.99% | 186,308 | $11.5M | Add +1.3% |
| JNJ Johnson & Johnson | 1.92% | 67,035 | $11.1M | Add +0.2% |
| MMM 3M Co. | 1.78% | 70,044 | $10.3M | Add +5.4% |
| BMY Bristol-Myers Squibb Co. | 1.75% | 165,900 | $10.1M | Add +4.1% |
| SHW The Sherwin-Williams Co. | 1.64% | 27,133 | $9.5M | Reduce -0.1% |
| ABT Abbott Laboratories | 1.61% | 69,965 | $9.3M | Reduce -0.2% |
| EOG EOG Resources Inc. | 1.57% | 70,854 | $9.1M | Reduce -0.1% |
| ITCI Intra-Cellular Therapies Inc. | 1.46% | 63,771 | $8.4M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 1.21% | 41,127 | $7.0M | Add +0.4% |
| AWK American Water Works Co. Inc. | 1.15% | 45,234 | $6.7M | No change |
| AKAM Akamai Technologies Inc. | 1.09% | 78,481 | $6.3M | Reduce -4.0% |
| GE General Electric filed as GE AEROSPACE | 1.08% | 31,330 | $6.3M | Add +6.6% |
| DHR Danaher Corp. | 1.00% | 28,255 | $5.8M | Reduce -2.1% |
| AXON Axon Enterprise Inc. | 0.99% | 10,909 | $5.7M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 22,715 | $5.6M | No change |
| CRL Charles River Laboratories | 0.97% | 37,434 | $5.6M | Reduce -0.5% |
| MDT Medtronic PLC | 0.89% | 57,056 | $5.1M | No change |
| XOM Exxon Mobil Corp. | 0.85% | 41,372 | $4.9M | Add +0.8% |
| CLH Clean Harbors Inc. | 0.83% | 24,253 | $4.8M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.81% | 65,698 | $4.7M | Reduce -0.1% |
| CARR Carrier Global Corp. | 0.75% | 68,124 | $4.3M | Reduce -0.6% |
| PYPL PayPal Holdings Inc. | 0.69% | 61,409 | $4.0M | Reduce -0.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.67% | 7,992 | $3.9M | Add +25.0% |
| CAT Caterpillar Inc. | 0.67% | 11,734 | $3.9M | Reduce -5.0% |
| MRK Merck & Co. Inc. | 0.60% | 38,670 | $3.5M | Add +0.2% |
| HES Hess Corp. | 0.57% | 20,615 | $3.3M | Reduce -0.1% |
| OTIS Otis Worldwide Corp. | 0.48% | 26,942 | $2.8M | Reduce -0.0% |
| PFE Pfizer Inc. | 0.43% | 97,297 | $2.5M | Reduce -3.7% |
| GEV GE Vernova Inc. | 0.39% | 7,320 | $2.2M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 3,582 | $2.0M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.32% | 10,160 | $1.8M | No change |
| CMCSA Comcast Corp. Class A | 0.31% | 49,207 | $1.8M | Reduce -5.0% |
| AEM Agnico Eagle Mines Ltd. | 0.25% | 13,370 | $1.4M | Reduce -0.6% |
| HSY The Hershey Co. | 0.24% | 8,000 | $1.4M | No change |
| MRNA Moderna Inc. | 0.23% | 45,942 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.19% | 6,521 | $1.1M | Add +0.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.19% | 4,000 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.18% | 6,560 | $1.0M | Add +5.8% |
| DELL Dell Technologies -C | 0.17% | 10,816 | $986K | No change |
| VLTO Veralto Corp. | 0.16% | 9,414 | $917K | No change |
| GD General Dynamics Corp. | 0.14% | 3,000 | $818K | No change |
| T AT&T Inc. | 0.13% | 27,380 | $774K | New |
| SOLV Solventum Corp. | 0.13% | 10,104 | $768K | Reduce -0.0% |
| SYY Sysco Corp. | 0.12% | 9,456 | $710K | No change |
| EPD Enterprise Products Partners | 0.12% | 20,247 | $691K | No change |
| INTC Intel Corp. | 0.07% | 18,024 | $409K | Reduce -7.3% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $367K | No change |
| VRT Vertiv Holdings Co. Class A | 0.06% | 4,600 | $332K | No change |
| MET Metlife Inc. | 0.06% | 3,990 | $320K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,194 | $315K | Reduce -0.2% |
| PEP Pepsico Inc. | 0.05% | 1,921 | $288K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $251K | No change |
| CNC Centene Corp. | 0.04% | 4,002 | $243K | Reduce -15.5% |
| DUK Duke Energy Corp. | 0.04% | 1,811 | $221K | New |