| NVDA Nvidia Corp. | 14.32% | 552,876 | $103.1M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 8.30% | 55,615 | $59.8M | No change |
| GOOGL Alphabet Inc. Class A | 7.71% | 177,503 | $55.6M | Reduce -0.0% |
| AAPL Apple Inc. | 7.01% | 185,652 | $50.5M | No change |
| JPM JPMorgan Chase & Co. | 4.95% | 110,687 | $35.7M | Reduce -0.0% |
| MS Morgan Stanley | 4.89% | 198,163 | $35.2M | No change |
| AMZN Amazon.com Inc. | 4.13% | 128,767 | $29.7M | Reduce -5.0% |
| LRCX Lam Research Corp. | 3.91% | 164,288 | $28.1M | Reduce -0.1% |
| GLW Corning Inc. | 3.15% | 258,884 | $22.7M | Reduce -3.8% |
| TMO Thermo Fisher Scientific Inc. | 3.07% | 38,120 | $22.1M | No change |
| V Visa Inc. Class A | 3.06% | 62,801 | $22.0M | Reduce -0.3% |
| MSFT Microsoft Corp. | 2.80% | 41,694 | $20.2M | Reduce -5.0% |
| ABBV Abbvie Inc. | 2.55% | 80,331 | $18.4M | Reduce -5.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.12% | 277,327 | $15.3M | Reduce -5.1% |
| CSCO Cisco Systems Inc. | 2.02% | 189,220 | $14.6M | Reduce -4.7% |
| JNJ Johnson & Johnson | 1.94% | 67,625 | $14.0M | No change |
| DE Deere & Co. | 1.79% | 27,650 | $12.9M | Reduce -0.2% |
| MMM 3M Co. | 1.55% | 69,833 | $11.2M | No change |
| GE General Electric filed as GE AEROSPACE | 1.35% | 31,607 | $9.7M | No change |
| BMY Bristol-Myers Squibb Co. | 1.23% | 164,004 | $8.8M | Reduce -0.1% |
| ABT Abbott Laboratories | 1.22% | 70,188 | $8.8M | No change |
| CRL Charles River Laboratories | 1.03% | 37,234 | $7.4M | No change |
| AXON Axon Enterprise Inc. | 0.98% | 12,446 | $7.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.95% | 23,119 | $6.8M | No change |
| CAT Caterpillar Inc. | 0.93% | 11,734 | $6.7M | Reduce -0.1% |
| DHR Danaher Corp. | 0.90% | 28,185 | $6.5M | Reduce -0.1% |
| AWK American Water Works Co. Inc. | 0.82% | 45,144 | $5.9M | No change |
| SHW The Sherwin-Williams Co. | 0.80% | 17,746 | $5.8M | Reduce -34.4% |
| CLH Clean Harbors Inc. | 0.79% | 24,125 | $5.7M | No change |
| PG The Procter & Gamble Co. | 0.78% | 39,430 | $5.7M | Reduce -4.1% |
| MDT Medtronic PLC | 0.77% | 57,645 | $5.5M | Add +1.8% |
| GEV GE Vernova Inc. | 0.72% | 7,936 | $5.2M | No change |
| XOM Exxon Mobil Corp. | 0.70% | 41,622 | $5.0M | Add +0.8% |
| EOG EOG Resources Inc. | 0.69% | 47,161 | $5.0M | Reduce -32.6% |
| KO The Coca-Cola Co. | 0.55% | 57,108 | $4.0M | Reduce -12.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.49% | 7,855 | $3.6M | No change |
| MRK Merck & Co. Inc. | 0.42% | 28,670 | $3.0M | Reduce -25.9% |
| CVX Chevron Corp. | 0.41% | 19,409 | $3.0M | Reduce -8.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.39% | 7,105 | $2.8M | No change |
| CARR Carrier Global Corp. | 0.36% | 49,011 | $2.6M | Reduce -26.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 3,582 | $2.4M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.34% | 14,377 | $2.4M | No change |
| DELL Dell Technologies -C | 0.32% | 18,282 | $2.3M | No change |
| AVGO Broadcom Inc. | 0.31% | 6,521 | $2.3M | No change |
| GOOG Alphabet Inc. Class C | 0.29% | 6,660 | $2.1M | No change |
| TXN Texas Instruments Inc. | 0.24% | 10,160 | $1.8M | No change |
| SYY Sysco Corp. | 0.22% | 21,434 | $1.6M | No change |
| HSY The Hershey Co. | 0.20% | 8,000 | $1.5M | No change |
| MRNA Moderna Inc. | 0.16% | 39,495 | $1.2M | Reduce -18.9% |
| T AT&T Inc. | 0.15% | 44,595 | $1.1M | No change |
| GD General Dynamics Corp. | 0.14% | 3,000 | $1.0M | No change |
| QCOM Qualcomm Inc. | 0.14% | 5,745 | $983K | No change |
| VLTO Veralto Corp. | 0.13% | 9,414 | $939K | No change |
| DBRG Digitalbridge Group Inc. | 0.11% | 49,721 | $763K | Reduce -13.3% |
| VRT Vertiv Holdings Co. Class A | 0.10% | 4,600 | $745K | No change |
| EPD Enterprise Products Partners | 0.09% | 20,247 | $649K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $415K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $295K | No change |
| PEP Pepsico Inc. | 0.04% | 1,887 | $271K | No change |
| DUK Duke Energy Corp. | 0.03% | 1,811 | $212K | No change |