| MSFT Microsoft Corp. | 4.38% | 31,700 | $13.3M | Add +6.8% |
| AAPL Apple Inc. | 4.24% | 75,344 | $12.9M | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 3.07% | 61,930 | $9.3M | Add +10.8% |
| META Meta Platforms Inc. Class A | 2.90% | 18,180 | $8.8M | Reduce -15.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.84% | 20,603 | $8.7M | Add +6.2% |
| NVDA Nvidia Corp. | 2.45% | 8,256 | $7.5M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 2.16% | 32,876 | $6.6M | Add +4.0% |
| CSCO Cisco Systems Inc. | 2.11% | 128,585 | $6.4M | Add +14.5% |
| ABNB Airbnb Inc. Class A | 2.11% | 38,879 | $6.4M | Add +10.7% |
| BKNG Booking Holdings Inc. | 1.97% | 1,655 | $6.0M | Add +9.7% |
| OC Owens Corning | 1.93% | 35,171 | $5.9M | Add +11.3% |
| NVR NVR Inc. | 1.92% | 722 | $5.8M | Add +8.4% |
| CPAY Corpay Inc. | 1.85% | 18,291 | $5.6M | Add +11.7% |
| EXPD Expeditors Intl Wash Inc. | 1.67% | 41,909 | $5.1M | Add +17.7% |
| EBAY eBay Inc. | 1.59% | 91,709 | $4.8M | Add +9.3% |
| CHKP Check Point Software Tech | 1.57% | 29,152 | $4.8M | Add +19.2% |
| SYF Synchrony Financial | 1.56% | 110,169 | $4.8M | Add +14.1% |
| NTAP Netapp Inc. | 1.56% | 45,145 | $4.7M | Add +9.0% |
| OMC Omnicom Group | 1.51% | 47,642 | $4.6M | Add +7.1% |
| AMP Ameriprise Financial Inc. | 1.51% | 10,470 | $4.6M | Add +9.0% |
| EXPE Expedia Group Inc. | 1.48% | 32,625 | $4.5M | Add +10.0% |
| ADBE Adobe Inc. | 1.45% | 8,751 | $4.4M | Add +10.6% |
| CAH Cardinal Health Inc. | 1.44% | 39,067 | $4.4M | Add +8.8% |
| DVA Davita Inc. | 1.29% | 28,353 | $3.9M | Add +2.5% |
| PHM Pultegroup Inc. | 1.27% | 32,120 | $3.9M | Add +1.9% |
| LRCX Lam Research Corp. | 1.22% | 3,820 | $3.7M | Add +8.3% |
| APP AppLovin Corp. Class A | 1.21% | 53,176 | $3.7M | Add +2.4% |
| AMAT Applied Materials Inc. | 1.11% | 16,463 | $3.4M | Add +12.4% |
| KLAC KLA Corp. | 1.10% | 4,815 | $3.4M | Add +4.1% |
| BBY Best Buy Co. Inc. | 1.09% | 40,630 | $3.3M | Add +20.2% |
| COP Conocophillips | 0.98% | 23,355 | $3.0M | Add +19.9% |
| DKS Dick's Sporting Goods Inc. | 0.94% | 12,748 | $2.9M | Add +16.7% |
| GOOG Alphabet Inc. Class C | 0.94% | 18,711 | $2.8M | Add +5.7% |
| CAT Caterpillar Inc. | 0.91% | 7,590 | $2.8M | Add +16.2% |
| DINO HF Sinclair Corp. | 0.86% | 43,606 | $2.6M | Add +14.7% |
| ORCL Oracle Corp. | 0.85% | 20,659 | $2.6M | Add +7.7% |
| COR Cencora Inc. | 0.84% | 10,536 | $2.6M | Add +2.6% |
| ADSK Autodesk Inc. | 0.81% | 9,433 | $2.5M | Add +9.6% |
| JBL Jabil Inc. | 0.76% | 17,290 | $2.3M | Add +8.8% |
| AMGN Amgen Inc. | 0.73% | 7,852 | $2.2M | Add +37.2% |
| XOM Exxon Mobil Corp. | 0.71% | 18,584 | $2.2M | Add +26.4% |
| DOW Dow Inc. | 0.68% | 35,805 | $2.1M | Add +11.1% |
| AVGO Broadcom Inc. | 0.68% | 1,555 | $2.1M | Add +9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.67% | 10,705 | $2.0M | Add +18.4% |
| RS Reliance Inc. | 0.67% | 6,091 | $2.0M | Add +19.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.64% | 51,359 | $1.9M | Add +6.1% |
| IQV Iqvia Holdings Inc. | 0.56% | 6,785 | $1.7M | Add +3.5% |
| TOL Toll Brothers Inc. | 0.56% | 13,213 | $1.7M | Add +12.4% |
| TSLA Tesla Inc. | 0.55% | 9,519 | $1.7M | Add +5.3% |
| FOXA Fox Corp. Class A | 0.53% | 51,401 | $1.6M | Add +9.4% |
| AXP American Express Co. | 0.52% | 6,904 | $1.6M | Add +25.5% |
| AKAM Akamai Technologies Inc. | 0.52% | 14,453 | $1.6M | Add +2.2% |
| V Visa Inc. Class A | 0.51% | 5,567 | $1.6M | Add +6.3% |
| MTCH Match Group Inc. | 0.51% | 42,407 | $1.5M | Add +9.3% |
| GILD Gilead Sciences Inc. | 0.50% | 20,596 | $1.5M | Add +39.7% |
| SWKS Skyworks Solutions Inc. | 0.48% | 13,477 | $1.5M | Add +2.1% |
| DFS Discover Financial Services | 0.47% | 10,978 | $1.4M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.46% | 2,894 | $1.4M | Add +7.0% |
| PKG Packaging Corp. of America | 0.45% | 7,177 | $1.4M | Add +19.0% |
| HD Home Depot Inc. | 0.44% | 3,496 | $1.3M | Add +8.2% |
| HOLX Hologic Inc. | 0.44% | 17,135 | $1.3M | Add +10.6% |
| LYV Live Nation Entertainment Inc. | 0.44% | 12,559 | $1.3M | Add +5.7% |
| LYB Lyondellbasell Indu Class A | 0.42% | 12,483 | $1.3M | Add +28.6% |
| LEN Lennar Corp. Class A | 0.40% | 7,062 | $1.2M | Add +2.4% |
| ABBV Abbvie Inc. | 0.40% | 6,634 | $1.2M | Add +34.2% |
| LOGI Logitech International-Reg | 0.39% | 13,370 | $1.2M | Add +9.1% |
| WFC Wells Fargo & Co. | 0.36% | 18,984 | $1.1M | Add +35.4% |
| FTNT Fortinet Inc. | 0.35% | 15,736 | $1.1M | Add +3.5% |
| CVX Chevron Corp. | 0.35% | 6,716 | $1.1M | Add +10.5% |
| QRVO Qorvo Inc. | 0.34% | 9,048 | $1.0M | Add +2.1% |
| FFIV F5 Inc. | 0.34% | 5,410 | $1.0M | Add +2.7% |
| MOH Molina Healthcare Inc. | 0.33% | 2,465 | $1.0M | Add +27.3% |
| WSM Williams-Sonoma Inc. | 0.33% | 3,169 | $1.0M | Add +10.4% |
| AMD Advanced Micro Devices | 0.33% | 5,550 | $1.0M | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 2,394 | $1.0M | Add +39.1% |
| NE Noble Corp. PLC | 0.33% | 20,563 | $997K | Add +5.4% |
| CRM Salesforce Inc. | 0.32% | 3,264 | $983K | Add +6.4% |
| KO The Coca-Cola Co. | 0.30% | 15,066 | $922K | Add +9.1% |
| NFLX Netflix Inc. | 0.30% | 1,512 | $918K | Add +5.4% |
| TPR Tapestry Inc. | 0.28% | 17,878 | $849K | Add +2.5% |
| PEP Pepsico Inc. | 0.28% | 4,801 | $840K | Add +7.8% |
| LIN Linde PLC | 0.26% | 1,684 | $782K | Add +6.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 6,347 | $777K | Add +8.4% |
| ACN Accenture PLC Class A | 0.25% | 2,173 | $753K | Add +6.6% |
| MRK Merck & Co. Inc. | 0.25% | 5,687 | $750K | Add +39.0% |
| MCD McDonald's Corp. | 0.24% | 2,543 | $717K | Add +8.7% |
| QCOM Qualcomm Inc. | 0.22% | 3,926 | $665K | Add +7.6% |
| INTC Intel Corp. | 0.21% | 14,569 | $643K | Add +6.2% |
| ADM Archer-Daniels-Midland Co. | 0.21% | 10,065 | $632K | Add +3.5% |
| VZ Verizon Communications Inc. | 0.20% | 14,747 | $619K | Add +8.5% |
| CMCSA Comcast Corp. Class A | 0.20% | 14,217 | $616K | Add +7.0% |
| INTU Intuit Inc. | 0.20% | 940 | $611K | Add +8.6% |
| IPG Interpublic Group of Cos Inc. | 0.19% | 17,370 | $567K | Add +2.2% |
| TXN Texas Instruments Inc. | 0.18% | 3,166 | $552K | Add +7.8% |
| NOW ServiceNow Inc. | 0.18% | 708 | $540K | Add +6.3% |
| TXT Textron Inc. | 0.17% | 5,467 | $524K | Add +2.0% |
| UNP Union Pacific Corp. | 0.17% | 2,123 | $522K | Add +8.6% |
| UBER Uber Technologies Inc. | 0.17% | 6,763 | $521K | Add +6.4% |
| LOW Lowe's Cos Inc. | 0.17% | 2,004 | $510K | Add +7.6% |
| FCX Freeport-McMoran Inc. | 0.17% | 10,740 | $505K | Add +23.7% |