| NVDA Nvidia Corp. | 15.74% | 580,341 | $108.3M | Reduce -0.0% |
| AAPL Apple Inc. | 6.87% | 185,652 | $47.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 6.27% | 177,519 | $43.2M | Add +0.1% |
| LLY Eli Lilly & Co. | 6.17% | 55,615 | $42.4M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 5.08% | 110,720 | $34.9M | Add +0.2% |
| MS Morgan Stanley | 4.58% | 198,163 | $31.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 4.33% | 135,546 | $29.8M | Add +0.0% |
| MSFT Microsoft Corp. | 3.30% | 43,885 | $22.7M | Add +0.8% |
| GLW Corning Inc. | 3.21% | 268,999 | $22.1M | Add +1.8% |
| LRCX Lam Research Corp. | 3.20% | 164,378 | $22.0M | Reduce -0.1% |
| V Visa Inc. Class A | 3.13% | 62,981 | $21.5M | Add +0.0% |
| ABBV Abbvie Inc. | 2.87% | 85,331 | $19.8M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 2.69% | 38,120 | $18.5M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.19% | 292,345 | $15.1M | Add +0.1% |
| CSCO Cisco Systems Inc. | 1.97% | 198,470 | $13.6M | Add +4.0% |
| DE Deere & Co. | 1.84% | 27,705 | $12.7M | Reduce -0.0% |
| JNJ Johnson & Johnson | 1.82% | 67,625 | $12.5M | Add +0.9% |
| MMM 3M Co. | 1.58% | 69,833 | $10.8M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 1.38% | 31,607 | $9.5M | Add +0.9% |
| ABT Abbott Laboratories | 1.37% | 70,188 | $9.4M | No change |
| SHW The Sherwin-Williams Co. | 1.36% | 27,064 | $9.4M | Reduce -0.1% |
| AXON Axon Enterprise Inc. | 1.30% | 12,446 | $8.9M | Add +13.4% |
| EOG EOG Resources Inc. | 1.14% | 70,003 | $7.8M | Reduce -1.1% |
| BMY Bristol-Myers Squibb Co. | 1.08% | 164,224 | $7.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.95% | 23,119 | $6.5M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.92% | 41,127 | $6.3M | No change |
| AWK American Water Works Co. Inc. | 0.91% | 45,144 | $6.3M | No change |
| CRL Charles River Laboratories | 0.85% | 37,234 | $5.8M | Add +0.5% |
| CAT Caterpillar Inc. | 0.81% | 11,744 | $5.6M | Add +0.7% |
| CLH Clean Harbors Inc. | 0.81% | 24,125 | $5.6M | Reduce -0.1% |
| DHR Danaher Corp. | 0.81% | 28,205 | $5.6M | No change |
| MDT Medtronic PLC | 0.78% | 56,645 | $5.4M | Add +0.0% |
| GEV GE Vernova Inc. | 0.71% | 7,936 | $4.9M | Add +7.7% |
| XOM Exxon Mobil Corp. | 0.68% | 41,272 | $4.7M | No change |
| KO The Coca-Cola Co. | 0.63% | 65,208 | $4.3M | Reduce -0.8% |
| PYPL PayPal Holdings Inc. | 0.59% | 60,187 | $4.0M | No change |
| CARR Carrier Global Corp. | 0.58% | 67,078 | $4.0M | Reduce -1.0% |
| CVX Chevron Corp. | 0.48% | 21,110 | $3.3M | New |
| MRK Merck & Co. Inc. | 0.47% | 38,670 | $3.2M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.47% | 7,105 | $3.2M | Add +4.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.45% | 7,855 | $3.1M | No change |
| DELL Dell Technologies -C | 0.38% | 18,282 | $2.6M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.35% | 14,377 | $2.4M | Add +7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 3,582 | $2.4M | No change |
| AVGO Broadcom Inc. | 0.31% | 6,521 | $2.2M | No change |
| TXN Texas Instruments Inc. | 0.27% | 10,160 | $1.9M | No change |
| SYY Sysco Corp. | 0.26% | 21,434 | $1.8M | Add +126.7% |
| GOOG Alphabet Inc. Class C | 0.24% | 6,660 | $1.6M | Add +1.5% |
| HSY The Hershey Co. | 0.22% | 8,000 | $1.5M | No change |
| T AT&T Inc. | 0.18% | 44,595 | $1.3M | No change |
| MRNA Moderna Inc. | 0.18% | 48,695 | $1.3M | Reduce -0.5% |
| GD General Dynamics Corp. | 0.15% | 3,000 | $1.0M | No change |
| VLTO Veralto Corp. | 0.15% | 9,414 | $1.0M | No change |
| QCOM Qualcomm Inc. | 0.14% | 5,745 | $956K | No change |
| VRT Vertiv Holdings Co. Class A | 0.10% | 4,600 | $694K | No change |
| DBRG Digitalbridge Group Inc. | 0.10% | 57,317 | $671K | New |
| EPD Enterprise Products Partners | 0.09% | 20,247 | $633K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $411K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $287K | No change |
| PEP Pepsico Inc. | 0.04% | 1,887 | $265K | Reduce -1.8% |
| DUK Duke Energy Corp. | 0.03% | 1,811 | $224K | No change |