| MSFT Microsoft Corp. | 5.43% | 40,321 | $18.0M | Add +27.2% |
| AAPL Apple Inc. | 5.38% | 84,717 | $17.8M | Add +12.4% |
| NVDA Nvidia Corp. | 3.40% | 91,345 | $11.3M | Add +10.6% |
| GOOGL Alphabet Inc. Class A | 3.20% | 58,387 | $10.6M | Reduce -5.7% |
| META Meta Platforms Inc. Class A | 3.07% | 20,220 | $10.2M | Add +11.2% |
| SCHX Schwab US Large-Cap ETF | 2.22% | 114,833 | $7.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.96% | 16,024 | $6.5M | Reduce -22.2% |
| NTAP Netapp Inc. | 1.91% | 49,315 | $6.4M | Add +9.2% |
| DKS Dick's Sporting Goods Inc. | 1.84% | 28,455 | $6.1M | Add +123.2% |
| EXPE Expedia Group Inc. | 1.78% | 46,872 | $5.9M | Add +43.7% |
| EBAY eBay Inc. | 1.72% | 106,462 | $5.7M | Add +16.1% |
| OC Owens Corning | 1.69% | 32,248 | $5.6M | Reduce -8.3% |
| ABNB Airbnb Inc. Class A | 1.55% | 33,978 | $5.2M | Reduce -12.6% |
| APP AppLovin Corp. Class A | 1.46% | 58,370 | $4.9M | Add +9.8% |
| CSCO Cisco Systems Inc. | 1.43% | 99,924 | $4.7M | Reduce -22.3% |
| CAH Cardinal Health Inc. | 1.43% | 48,273 | $4.7M | Add +23.6% |
| ADBE Adobe Inc. | 1.40% | 8,372 | $4.7M | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.39% | 115,977 | $4.6M | Add +125.8% |
| EXPD Expeditors Intl Wash Inc. | 1.38% | 36,778 | $4.6M | Reduce -12.2% |
| NVR NVR Inc. | 1.35% | 590 | $4.5M | Reduce -18.3% |
| LRCX Lam Research Corp. | 1.35% | 4,200 | $4.5M | Add +9.9% |
| AMAT Applied Materials Inc. | 1.30% | 18,223 | $4.3M | Add +10.7% |
| JPM JPMorgan Chase & Co. | 1.29% | 21,110 | $4.3M | Reduce -35.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.28% | 24,628 | $4.3M | Add +130.1% |
| CPAY Corpay Inc. | 1.25% | 15,570 | $4.1M | Reduce -14.9% |
| SYF Synchrony Financial | 1.20% | 84,305 | $4.0M | Reduce -23.5% |
| LOGI Logitech International-Reg | 1.19% | 40,631 | $3.9M | Add +203.9% |
| GOOG Alphabet Inc. Class C | 1.11% | 20,145 | $3.7M | Add +7.7% |
| OMC Omnicom Group | 1.11% | 40,984 | $3.7M | Reduce -14.0% |
| BKNG Booking Holdings Inc. | 1.09% | 911 | $3.6M | Reduce -45.0% |
| PHM Pultegroup Inc. | 1.08% | 32,626 | $3.6M | Add +1.6% |
| QCOM Qualcomm Inc. | 1.07% | 17,858 | $3.6M | Add +354.9% |
| WSM Williams-Sonoma Inc. | 1.05% | 12,372 | $3.5M | Add +290.4% |
| DVA Davita Inc. | 1.05% | 25,051 | $3.5M | Reduce -11.7% |
| CAT Caterpillar Inc. | 0.91% | 9,078 | $3.0M | Add +19.6% |
| ORCL Oracle Corp. | 0.90% | 21,255 | $3.0M | Add +2.9% |
| AMP Ameriprise Financial Inc. | 0.88% | 6,845 | $2.9M | Reduce -34.6% |
| CHKP Check Point Software Tech | 0.86% | 17,222 | $2.8M | Reduce -40.9% |
| AVGO Broadcom Inc. | 0.84% | 1,733 | $2.8M | Add +11.4% |
| DELL Dell Technologies -C | 0.81% | 19,566 | $2.7M | New |
| RL Ralph Lauren Corp. | 0.75% | 14,262 | $2.5M | New |
| ADSK Autodesk Inc. | 0.73% | 9,812 | $2.4M | Add +4.0% |
| KLAC KLA Corp. | 0.72% | 2,906 | $2.4M | Reduce -39.6% |
| AXP American Express Co. | 0.67% | 9,656 | $2.2M | Add +39.9% |
| XOM Exxon Mobil Corp. | 0.67% | 19,193 | $2.2M | Add +3.3% |
| ABBV Abbvie Inc. | 0.65% | 12,552 | $2.2M | Add +89.2% |
| DFS Discover Financial Services | 0.65% | 16,421 | $2.1M | Add +49.6% |
| TSLA Tesla Inc. | 0.63% | 10,585 | $2.1M | Add +11.2% |
| MPC Marathon Petroleum Corp. | 0.61% | 11,726 | $2.0M | Add +744.8% |
| DINO HF Sinclair Corp. | 0.60% | 37,374 | $2.0M | Reduce -14.3% |
| COR Cencora Inc. | 0.59% | 8,703 | $2.0M | Reduce -17.4% |
| AMGN Amgen Inc. | 0.56% | 5,996 | $1.9M | Reduce -23.6% |
| SWKS Skyworks Solutions Inc. | 0.53% | 16,553 | $1.8M | Add +22.8% |
| MTCH Match Group Inc. | 0.52% | 56,818 | $1.7M | Add +34.0% |
| AKAM Akamai Technologies Inc. | 0.50% | 18,574 | $1.7M | Add +28.5% |
| V Visa Inc. Class A | 0.48% | 6,056 | $1.6M | Add +8.8% |
| FFIV F5 Inc. | 0.48% | 9,168 | $1.6M | Add +69.5% |
| TOL Toll Brothers Inc. | 0.46% | 13,151 | $1.5M | Reduce -0.5% |
| BURL Burlington Stores Inc. | 0.45% | 6,247 | $1.5M | New |
| PKG Packaging Corp. of America | 0.44% | 7,949 | $1.5M | Add +10.8% |
| MA Mastercard Inc. Class A | 0.42% | 3,177 | $1.4M | Add +9.8% |
| HD Home Depot Inc. | 0.39% | 3,788 | $1.3M | Add +8.3% |
| LYV Live Nation Entertainment Inc. | 0.39% | 13,715 | $1.3M | Add +9.2% |
| HOLX Hologic Inc. | 0.36% | 16,103 | $1.2M | Reduce -6.0% |
| WFC Wells Fargo & Co. | 0.35% | 19,706 | $1.2M | Add +3.8% |
| ETSY Etsy Inc. | 0.34% | 19,226 | $1.1M | New |
| STLA Stellantis NV | 0.34% | 56,283 | $1.1M | New |
| CVX Chevron Corp. | 0.34% | 7,141 | $1.1M | Add +6.3% |
| NFLX Netflix Inc. | 0.33% | 1,644 | $1.1M | Add +8.7% |
| LEN Lennar Corp. Class A | 0.33% | 7,255 | $1.1M | Add +2.7% |
| KO The Coca-Cola Co. | 0.31% | 16,394 | $1.0M | Add +8.8% |
| FTNT Fortinet Inc. | 0.31% | 17,001 | $1.0M | Add +8.0% |
| AMD Advanced Micro Devices | 0.30% | 6,150 | $998K | Add +10.8% |
| ALV Autoliv Inc. | 0.29% | 9,139 | $978K | New |
| XP XP Inc. Class A | 0.29% | 55,358 | $974K | Add +475.0% |
| COP Conocophillips | 0.29% | 8,307 | $950K | Reduce -64.4% |
| CRM Salesforce Inc. | 0.28% | 3,622 | $931K | Add +11.0% |
| NE Noble Corp. PLC | 0.27% | 19,974 | $892K | Reduce -2.9% |
| PEP Pepsico Inc. | 0.26% | 5,249 | $866K | Add +9.3% |
| JBL Jabil Inc. | 0.24% | 7,329 | $797K | Reduce -57.6% |
| LIN Linde PLC | 0.24% | 1,817 | $797K | Add +7.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 1,653 | $775K | Reduce -30.9% |
| BBY Best Buy Co. Inc. | 0.23% | 9,052 | $763K | Reduce -77.7% |
| GILD Gilead Sciences Inc. | 0.23% | 11,096 | $761K | Reduce -46.1% |
| UTHR United Therapeutics Corp. | 0.23% | 2,364 | $753K | Add +14.5% |
| ACN Accenture PLC Class A | 0.22% | 2,407 | $730K | Add +10.8% |
| DECK Deckers Outdoor Corp. | 0.22% | 751 | $727K | Add +172.1% |
| MCD McDonald's Corp. | 0.21% | 2,766 | $705K | Add +8.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 7,038 | $699K | Add +10.9% |
| INTU Intuit Inc. | 0.21% | 1,045 | $687K | Add +11.2% |
| WMS Advanced Drainage Systems Inc. | 0.21% | 4,251 | $682K | New |
| TXN Texas Instruments Inc. | 0.20% | 3,447 | $671K | Add +8.9% |
| VZ Verizon Communications Inc. | 0.20% | 16,092 | $664K | Add +9.1% |
| MOH Molina Healthcare Inc. | 0.20% | 2,222 | $661K | Reduce -9.9% |
| NOW ServiceNow Inc. | 0.19% | 782 | $615K | Add +10.4% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 14,713 | $611K | Add +134.1% |
| ISRG Intuitive Surgical Inc. | 0.18% | 1,351 | $601K | Add +15.9% |
| CMCSA Comcast Corp. Class A | 0.18% | 15,102 | $591K | Add +6.2% |
| VST Vistra Corp. | 0.18% | 6,838 | $588K | Add +0.4% |
| TPR Tapestry Inc. | 0.17% | 13,295 | $569K | Reduce -25.6% |
| UBER Uber Technologies Inc. | 0.17% | 7,719 | $561K | Add +14.1% |
| GS Goldman Sachs Group Inc. | 0.17% | 1,233 | $558K | Add +7.3% |
| NEE Nextera Energy Inc. | 0.17% | 7,851 | $556K | Add +9.4% |
| DOW Dow Inc. | 0.17% | 10,479 | $556K | Reduce -70.7% |
| MU Micron Technology Inc. | 0.17% | 4,179 | $550K | Add +10.5% |
| SPGI S&P Global Inc. | 0.16% | 1,227 | $547K | Add +11.2% |
| IPG Interpublic Group of Cos Inc. | 0.16% | 18,471 | $537K | Add +6.3% |
| HON Honeywell International Inc. | 0.16% | 2,503 | $535K | Add +7.5% |
| UNP Union Pacific Corp. | 0.16% | 2,333 | $528K | Add +9.9% |
| T AT&T Inc. | 0.16% | 27,355 | $523K | Add +8.6% |
| EA Electronic Arts Inc. | 0.16% | 3,739 | $521K | New |
| INTC Intel Corp. | 0.15% | 16,182 | $501K | Add +11.1% |
| LOW Lowe's Cos Inc. | 0.15% | 2,200 | $485K | Add +9.8% |
| ETN Eaton Corp. PLC | 0.14% | 1,527 | $479K | Add +10.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 4,342 | $478K | Add +8.7% |
| SCHW Schwab (charles) Corp. | 0.14% | 6,381 | $470K | Add +10.4% |
| SYK Stryker Corp. | 0.14% | 1,368 | $465K | Add +11.1% |
| MS Morgan Stanley | 0.14% | 4,785 | $465K | Add +7.5% |
| PGR Progressive Corp. | 0.14% | 2,238 | $465K | Add +10.3% |
| C Citigroup Inc. | 0.14% | 7,310 | $464K | Add +7.7% |
| BLK BlackRock Finance Inc. | 0.13% | 562 | $442K | Add +9.1% |
| ADI Analog Devices Inc. | 0.13% | 1,896 | $433K | Add +9.4% |
| BSX Boston Scientific Corp. | 0.13% | 5,616 | $432K | Add +10.4% |
| EOG EOG Resources Inc. | 0.13% | 3,355 | $422K | Add +7.0% |
| MSI Motorola Solutions Inc. | 0.13% | 1,080 | $417K | Add +5.5% |
| PANW Palo Alto Networks Inc. | 0.13% | 1,224 | $415K | Add +16.0% |
| MDT Medtronic PLC | 0.12% | 5,102 | $402K | Add +10.1% |
| MRSH Marsh & McLennan Cos | 0.12% | 1,886 | $397K | Add +10.2% |
| PLD Prologis Inc. | 0.12% | 3,538 | $397K | Add +10.6% |
| CB Chubb Ltd. | 0.12% | 1,551 | $396K | Add +9.2% |
| LYB Lyondellbasell Indu Class A | 0.12% | 4,055 | $388K | Reduce -67.5% |
| UPS United Parcel Service Class B | 0.12% | 2,804 | $384K | Add +9.0% |
| ADP Automatic Data Processing | 0.11% | 1,567 | $374K | Add +9.4% |
| EQT Eqt Corp. | 0.11% | 10,026 | $371K | Reduce -0.8% |
| DE Deere & Co. | 0.11% | 990 | $370K | Add +6.3% |
| RS Reliance Inc. | 0.11% | 1,292 | $369K | Reduce -78.8% |
| SNPS Synopsys Inc. | 0.11% | 590 | $351K | Add +13.5% |
| ANET Arista Networks Inc. | 0.10% | 987 | $346K | Add +11.7% |
| AMT American Tower Corp. | 0.10% | 1,767 | $343K | Add +9.3% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 5,145 | $337K | Add +9.1% |
| BX Blackstone Inc. | 0.10% | 2,713 | $336K | Add +10.9% |
| NKE Nike Inc. Class B | 0.10% | 4,456 | $336K | Add +9.6% |
| FISV Fiserv Inc. | 0.10% | 2,244 | $334K | Add +7.4% |
| SBUX Starbucks Corp. | 0.10% | 4,223 | $329K | Add +8.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 857 | $328K | Add +13.2% |
| WM Waste Management Inc. | 0.10% | 1,535 | $327K | Add +9.0% |
| SO The Southern Co. | 0.10% | 4,178 | $324K | Add +8.8% |
| CDNS Cadence Design SYS Inc. | 0.10% | 1,043 | $321K | Add +10.7% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 5,050 | $316K | Add +6.3% |
| APH Amphenol Corp. Class A | 0.09% | 4,589 | $309K | Add +11.7% |
| CL Colgate-Palmolive Co. | 0.09% | 3,160 | $307K | Add +10.1% |
| MTN Vail Resorts Inc. | 0.09% | 1,696 | $305K | Reduce -23.3% |
| ICE Intercontinental Exchange Inc. | 0.09% | 2,175 | $298K | Add +10.5% |
| PG The Procter & Gamble Co. | 0.09% | 1,802 | $297K | New |
| TMUS T-Mobile US Inc. | 0.09% | 1,685 | $297K | Add +2.1% |
| DUK Duke Energy Corp. | 0.09% | 2,955 | $296K | Add +9.0% |
| MCO Moody's Corp. | 0.09% | 699 | $294K | Add +9.9% |
| MCK McKesson Corp. | 0.09% | 503 | $294K | Add +7.0% |
| TT Trane Technologies PLC | 0.09% | 868 | $286K | Add +9.6% |
| WMT Walmart Inc. | 0.08% | 4,082 | $276K | Add +0.3% |
| EQIX Equinix Inc. | 0.08% | 363 | $275K | Add +11.3% |
| AMG Affiliated Managers Group | 0.08% | 1,749 | $273K | Add +5.4% |
| ITW Illinois Tool Works | 0.08% | 1,142 | $271K | Add +9.1% |
| STT State Street Corp. | 0.08% | 3,657 | $271K | Add +21.6% |
| CME Cme Group Inc. | 0.08% | 1,374 | $270K | Add +7.2% |
| SHW The Sherwin-Williams Co. | 0.08% | 898 | $268K | Add +9.0% |
| AN Autonation Inc. | 0.08% | 1,678 | $267K | Add +2.8% |
| TDG Transdigm Group Inc. | 0.08% | 208 | $266K | Add +6.1% |
| WLK Westlake Corp. | 0.08% | 1,822 | $264K | Reduce -4.8% |
| KNSL Kinsale Capital Group Inc. | 0.08% | 682 | $263K | Add +1.8% |
| TGT Target Corp. | 0.08% | 1,776 | $263K | Add +9.4% |
| FCX Freeport-McMoran Inc. | 0.08% | 5,386 | $262K | Reduce -49.9% |
| FDX FedEx Corp. | 0.08% | 864 | $259K | Add +7.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.08% | 5,454 | $257K | Add +10.2% |
| CSX CSX Corp. | 0.08% | 7,490 | $251K | Reduce -27.5% |
| PH Parker Hannifin Corp. | 0.07% | 490 | $248K | Add +10.4% |
| WY Weyerhaeuser Co. | 0.07% | 8,651 | $246K | Add +4.1% |
| ENS Enersys | 0.07% | 2,339 | $242K | New |
| CEG Constellation Energy | 0.07% | 1,206 | $242K | Add +8.2% |
| EMR Emerson Electric Co. | 0.07% | 2,184 | $241K | Add +9.7% |
| USB US Bancorp | 0.07% | 5,966 | $237K | Add +11.6% |
| PNC PNC Financial Services Group | 0.07% | 1,522 | $237K | Add +9.9% |
| ORLY O'reilly Automotive Inc. | 0.07% | 224 | $237K | Add +8.7% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.07% | 2,681 | $236K | New |
| PM Philip Morris International | 0.07% | 2,320 | $235K | New |
| ECL Ecolab Inc. | 0.07% | 977 | $233K | Add +11.3% |
| CTAS Cintas Corp. | 0.07% | 332 | $232K | Add +10.3% |
| PYPL PayPal Holdings Inc. | 0.07% | 4,001 | $232K | Add +6.3% |
| PSX Phillips 66 | 0.07% | 1,640 | $232K | Add +5.3% |
| ROP Roper Technologies Inc. | 0.07% | 409 | $231K | Add +11.1% |
| MRVL Marvell Technology Inc. | 0.07% | 3,262 | $228K | Add +9.8% |
| CHE Chemed Corp. | 0.07% | 420 | $228K | Add +6.6% |
| WELL Welltower Inc. | 0.07% | 2,182 | $227K | New |
| SFM Sprouts Farmers Market Inc. | 0.07% | 2,715 | $227K | New |
| BRKR Bruker Corp. | 0.07% | 3,533 | $225K | Add +15.5% |
| MAR Marriott International Class A | 0.07% | 932 | $225K | Add +6.5% |
| TGNA Tegna Inc. | 0.07% | 15,994 | $223K | Add +12.5% |
| AON Aon PLC Class A | 0.07% | 752 | $221K | Add +8.4% |
| APD Air Products & Chemicals Inc. | 0.07% | 841 | $217K | New |
| MMM 3M Co. | 0.07% | 2,117 | $216K | Add +7.7% |
| FOXA Fox Corp. Class A | 0.06% | 6,257 | $215K | Reduce -87.8% |
| FIX Comfort Systems USA Inc. | 0.06% | 707 | $215K | New |
| OXY Occidental Petroleum Corp. | 0.06% | 3,400 | $214K | New |
| EME Emcor Group Inc. | 0.06% | 587 | $214K | Reduce -21.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 821 | $213K | New |
| EW Edwards Lifesciences Corp. | 0.06% | 2,272 | $210K | New |
| PCAR Paccar Inc. | 0.06% | 2,017 | $208K | Add +6.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.06% | 947 | $207K | New |
| GM General Motors Co. | 0.06% | 4,404 | $205K | Reduce -8.0% |
| CARR Carrier Global Corp. | 0.06% | 3,231 | $204K | New |
| WMB Williams Cos Inc. | 0.06% | 4,765 | $202K | New |
| COF Capital One Financial Corp. | 0.06% | 1,450 | $201K | New |
| SWN Southwestern Energy Co. | 0.06% | 29,382 | $198K | Reduce -29.9% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.06% | 14,929 | $187K | Add +7.1% |