| NVDA Nvidia Corp. | 13.66% | 552,184 | $96.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 7.25% | 55,566 | $51.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 7.24% | 177,469 | $51.0M | Reduce -0.0% |
| AAPL Apple Inc. | 6.68% | 185,627 | $47.1M | Reduce -0.0% |
| GLW Corning Inc. | 4.99% | 258,884 | $35.2M | No change |
| LRCX Lam Research Corp. | 4.98% | 164,243 | $35.1M | Reduce -0.0% |
| MS Morgan Stanley | 4.62% | 197,873 | $32.6M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 4.61% | 110,541 | $32.5M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.80% | 128,731 | $26.8M | Reduce -0.0% |
| V Visa Inc. Class A | 2.68% | 62,560 | $18.9M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 2.65% | 38,035 | $18.7M | Reduce -0.2% |
| ABBV Abbvie Inc. | 2.48% | 80,333 | $17.5M | Add +0.0% |
| JNJ Johnson & Johnson | 2.34% | 67,642 | $16.5M | Add +0.0% |
| DE Deere & Co. | 2.21% | 27,704 | $15.6M | Add +0.2% |
| MSFT Microsoft Corp. | 2.16% | 41,232 | $15.3M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 2.08% | 189,375 | $14.7M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.91% | 276,613 | $13.5M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 1.49% | 173,277 | $10.5M | Add +5.7% |
| MMM 3M Co. | 1.43% | 69,589 | $10.1M | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 1.27% | 31,607 | $9.0M | No change |
| CAT Caterpillar Inc. | 1.18% | 11,734 | $8.3M | No change |
| XOM Exxon Mobil Corp. | 1.07% | 44,295 | $7.5M | Add +6.4% |
| ABT Abbott Laboratories | 1.00% | 68,619 | $7.0M | Reduce -2.2% |
| GEV GE Vernova Inc. | 0.98% | 7,936 | $6.9M | No change |
| CLH Clean Harbors Inc. | 0.98% | 24,125 | $6.9M | No change |
| EOG EOG Resources Inc. | 0.96% | 46,851 | $6.8M | Reduce -0.7% |
| CRL Charles River Laboratories | 0.91% | 37,286 | $6.4M | Add +0.1% |
| AWK American Water Works Co. Inc. | 0.87% | 44,994 | $6.1M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.81% | 17,746 | $5.7M | No change |
| PG The Procter & Gamble Co. | 0.81% | 39,380 | $5.7M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 23,156 | $5.6M | Add +0.2% |
| DHR Danaher Corp. | 0.76% | 28,180 | $5.3M | Reduce -0.0% |
| AXON Axon Enterprise Inc. | 0.75% | 12,423 | $5.3M | Reduce -0.2% |
| MDT Medtronic PLC | 0.73% | 59,416 | $5.1M | Add +3.1% |
| KO The Coca-Cola Co. | 0.63% | 58,566 | $4.5M | Add +2.5% |
| CVX Chevron Corp. | 0.63% | 21,489 | $4.4M | Add +10.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.50% | 7,855 | $3.5M | No change |
| MRK Merck & Co. Inc. | 0.49% | 28,670 | $3.4M | No change |
| DELL Dell Technologies -C | 0.43% | 18,282 | $3.0M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.41% | 14,386 | $2.9M | Add +0.1% |
| CARR Carrier Global Corp. | 0.39% | 48,461 | $2.7M | Reduce -1.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.33% | 7,105 | $2.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 3,582 | $2.3M | No change |
| MRNA Moderna Inc. | 0.32% | 44,335 | $2.3M | Add +12.3% |
| AVGO Broadcom Inc. | 0.29% | 6,521 | $2.0M | No change |
| TXN Texas Instruments Inc. | 0.28% | 10,160 | $2.0M | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 6,660 | $1.9M | No change |
| HSY The Hershey Co. | 0.24% | 8,000 | $1.7M | No change |
| SYY Sysco Corp. | 0.22% | 21,624 | $1.5M | Add +0.9% |
| T AT&T Inc. | 0.18% | 44,984 | $1.3M | Add +0.9% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 4,600 | $1.2M | No change |
| GD General Dynamics Corp. | 0.15% | 3,000 | $1.0M | No change |
| VLTO Veralto Corp. | 0.12% | 9,359 | $828K | Reduce -0.6% |
| DBRG Digitalbridge Group Inc. | 0.11% | 49,721 | $767K | No change |
| EPD Enterprise Products Partners | 0.11% | 20,247 | $766K | No change |
| QCOM Qualcomm Inc. | 0.10% | 5,745 | $740K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $425K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $298K | No change |
| PEP Pepsico Inc. | 0.04% | 1,832 | $284K | Reduce -2.9% |
| DUK Duke Energy Corp. | 0.03% | 1,811 | $237K | No change |