| AAPL Apple Inc. | 7.10% | 144,667 | $36.8M | Add +1.6% |
| MSFT Microsoft Corp. | 5.14% | 51,508 | $26.7M | Reduce -0.4% |
| NVDA Nvidia Corp. | 4.90% | 136,179 | $25.4M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 3.27% | 69,844 | $17.0M | Reduce -2.7% |
| ANET Arista Networks Inc. | 2.73% | 97,262 | $14.2M | Reduce -6.5% |
| MA Mastercard Inc. Class A | 2.61% | 23,839 | $13.6M | Add +8.0% |
| META Meta Platforms Inc. Class A | 2.58% | 18,215 | $13.4M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.21% | 22,855 | $11.5M | Add +0.2% |
| ETN Eaton Corp. PLC | 1.99% | 27,619 | $10.3M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 1.84% | 52,206 | $9.5M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 1.81% | 42,678 | $9.4M | Add +16.0% |
| JPM JPMorgan Chase & Co. | 1.75% | 28,773 | $9.1M | Reduce -3.2% |
| AVGO Broadcom Inc. | 1.73% | 27,264 | $9.0M | Add +8.5% |
| HWM Howmet Aerospace Inc. | 1.71% | 45,174 | $8.9M | Add +2.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.70% | 9,254 | $8.8M | Reduce -24.0% |
| ABBV Abbvie Inc. | 1.67% | 37,431 | $8.7M | Add +0.5% |
| BE Bloom Energy Corp. Class A | 1.67% | 102,439 | $8.7M | New |
| MELI MercadoLibre Inc. | 1.61% | 3,568 | $8.3M | Add +1.5% |
| TT Trane Technologies PLC | 1.58% | 19,437 | $8.2M | Reduce -0.4% |
| RACE Ferrari NV | 1.57% | 16,748 | $8.1M | Add +2.7% |
| KR Kroger Co. | 1.44% | 110,769 | $7.5M | Add +9.6% |
| GEV GE Vernova Inc. | 1.37% | 11,569 | $7.1M | Add +9.9% |
| APH Amphenol Corp. Class A | 1.35% | 56,709 | $7.0M | Add +6.6% |
| AME Ametek Inc. | 1.31% | 36,147 | $6.8M | Add +2.0% |
| SAP Sap SE-Sponsored ADR | 1.19% | 23,151 | $6.2M | Add +1.1% |
| HDB HDFC Bank Ltd.-ADR | 1.19% | 180,722 | $6.2M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.15% | 53,132 | $6.0M | Add +0.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.06% | 99,310 | $5.5M | Reduce -18.6% |
| APP AppLovin Corp. Class A | 1.04% | 7,476 | $5.4M | Add +28.5% |
| BABA Alibaba Group Holding-SP ADR | 1.00% | 29,088 | $5.2M | Add +7.6% |
| HMY Harmony Gold MNG-Spon ADR | 0.93% | 266,535 | $4.8M | Add +0.2% |
| FAST Fastenal Co. | 0.92% | 97,278 | $4.8M | Add +1.6% |
| PH Parker Hannifin Corp. | 0.91% | 6,195 | $4.7M | Add +1.9% |
| PEGA Pegasystems Inc. | 0.90% | 81,206 | $4.7M | Add +221.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.85% | 85,383 | $4.4M | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.84% | 4,522 | $4.4M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.81% | 27,502 | $4.2M | Add +0.1% |
| SO The Southern Co. | 0.72% | 39,502 | $3.7M | Add +6.6% |
| PEP Pepsico Inc. | 0.72% | 26,500 | $3.7M | No change |
| SAN Banco Santander SA-Spon ADR | 0.71% | 352,750 | $3.7M | Add +0.8% |
| FISV Fiserv Inc. | 0.70% | 28,355 | $3.7M | Reduce -41.0% |
| SNA Snap-on Inc. | 0.69% | 10,395 | $3.6M | No change |
| LLY Eli Lilly & Co. | 0.69% | 4,702 | $3.6M | Add +2.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.69% | 32,683 | $3.6M | Add +9.8% |
| WEC WEC Energy Group Inc. | 0.66% | 30,073 | $3.4M | Add +1.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.64% | 128,143 | $3.3M | Add +10.1% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 6,667 | $3.2M | Add +12.3% |
| TPR Tapestry Inc. | 0.61% | 28,072 | $3.2M | Add +0.0% |
| EXEL Exelixis Inc. | 0.61% | 76,795 | $3.2M | Reduce -23.5% |
| AOS Smith (a.o.) Corp. | 0.60% | 42,507 | $3.1M | No change |
| GOOG Alphabet Inc. Class C | 0.56% | 11,976 | $2.9M | Add +33.7% |
| FIX Comfort Systems USA Inc. | 0.53% | 3,359 | $2.8M | Add +108.8% |
| RMD Resmed Inc. | 0.52% | 9,858 | $2.7M | New |
| ABT Abbott Laboratories | 0.51% | 19,820 | $2.7M | Add +0.2% |
| CI The Cigna Group | 0.49% | 8,826 | $2.5M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.48% | 8,828 | $2.5M | Add +60.0% |
| PGR Progressive Corp. | 0.46% | 9,681 | $2.4M | New |
| NVS Novartis AG-Sponsored ADR | 0.44% | 17,749 | $2.3M | Add +3.8% |
| KTOS Kratos Defense & Security | 0.44% | 24,700 | $2.3M | Add +289.6% |
| CVX Chevron Corp. | 0.43% | 14,368 | $2.2M | Add +0.1% |
| LRCX Lam Research Corp. | 0.42% | 16,379 | $2.2M | Add +45.6% |
| HALO Halozyme Therapeutics Inc. | 0.41% | 29,151 | $2.1M | Add +1.1% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.41% | 110,517 | $2.1M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 7,481 | $2.1M | Add +0.2% |
| FANG Diamondback Energy Inc. | 0.40% | 14,578 | $2.1M | Add +0.1% |
| HON Honeywell International Inc. | 0.39% | 9,696 | $2.0M | Reduce -0.9% |
| LNT Alliant Energy Corp. | 0.39% | 29,722 | $2.0M | Reduce -2.8% |
| QBTS D-Wave Quantum Inc. | 0.37% | 77,760 | $1.9M | Add +24.6% |
| KMB Kimberly-Clark Corp. | 0.37% | 15,403 | $1.9M | Reduce -1.0% |
| SNOW Snowflake Inc. | 0.36% | 8,295 | $1.9M | New |
| PRIM Primoris Services Corp. | 0.36% | 13,582 | $1.9M | Add +40.9% |
| BCS Barclays PLC-Spons ADR | 0.36% | 89,560 | $1.9M | Add +7.8% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 36,187 | $1.6M | Reduce -26.5% |
| COST Costco Wholesale Corp. | 0.31% | 1,712 | $1.6M | Add +13.6% |
| NTRS Northern Trust Corp. | 0.30% | 11,620 | $1.6M | Reduce -0.5% |
| JCI Johnson Controls Internation | 0.30% | 14,077 | $1.5M | Add +4.8% |
| BMI Badger Meter Inc. | 0.29% | 8,534 | $1.5M | Reduce -38.1% |
| LIN Linde PLC | 0.29% | 3,202 | $1.5M | Reduce -0.4% |
| HD Home Depot Inc. | 0.28% | 3,565 | $1.4M | Add +10.4% |
| MMM 3M Co. | 0.27% | 9,017 | $1.4M | Reduce -2.1% |
| DVY iShares Select Dividend ETF | 0.26% | 9,600 | $1.4M | Reduce -0.7% |
| CYBR Cyberark Software Ltd./Israel | 0.26% | 2,807 | $1.4M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.26% | 1,110 | $1.3M | Reduce -1.9% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.26% | 8,586 | $1.3M | Reduce -12.2% |
| V Visa Inc. Class A | 0.23% | 3,455 | $1.2M | Add +0.2% |
| D Dominion Energy Inc. | 0.22% | 18,898 | $1.2M | Add +0.1% |
| UL Unilever PLC | 0.22% | 19,407 | $1.2M | Reduce -0.4% |
| SHEL Shell PLC-ADR | 0.22% | 15,924 | $1.1M | No change |
| WIX Wix.com Ltd. | 0.22% | 6,384 | $1.1M | Reduce -0.5% |
| CTAS Cintas Corp. | 0.22% | 5,484 | $1.1M | Reduce -19.9% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 3,705 | $1.1M | Reduce -4.3% |
| TFC Truist Financial Corp. | 0.21% | 24,251 | $1.1M | Add +6.1% |
| MSI Motorola Solutions Inc. | 0.21% | 2,415 | $1.1M | Reduce -0.3% |
| ROK Rockwell Automation Inc. | 0.21% | 3,125 | $1.1M | Add +12.0% |
| PPG PPG Industries Inc. | 0.21% | 10,137 | $1.1M | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.19% | 37,392 | $985K | Reduce -0.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.18% | 12,184 | $935K | Reduce -0.4% |
| CPA Copa Holdings SA Class A | 0.18% | 7,762 | $922K | Add +0.8% |
| CP Canadian Pacific Kansas City | 0.18% | 12,206 | $909K | Reduce -0.4% |
| AXP American Express Co. | 0.17% | 2,621 | $871K | Add +0.9% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.16% | 117,382 | $853K | Reduce -16.4% |
| KO The Coca-Cola Co. | 0.15% | 12,020 | $797K | Reduce -3.7% |
| CNQ Canadian Natural Resources | 0.15% | 24,375 | $779K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.15% | 4,190 | $777K | Add +29.0% |
| EQT Eqt Corp. | 0.15% | 14,267 | $777K | Add +0.1% |
| PRU Prudential Financial Inc. | 0.14% | 7,200 | $747K | No change |
| CHD Church & Dwight Co. Inc. | 0.14% | 8,357 | $732K | Reduce -17.0% |
| SFM Sprouts Farmers Market Inc. | 0.13% | 6,429 | $699K | Reduce -3.3% |
| ORCL Oracle Corp. | 0.13% | 2,426 | $682K | Add +1.1% |
| YUM Yum! Brands Inc. | 0.13% | 4,423 | $672K | No change |
| WFC Wells Fargo & Co. | 0.13% | 7,860 | $659K | Reduce -10.7% |
| XYL Xylem Inc. | 0.12% | 4,355 | $642K | Reduce -6.9% |
| AMD Advanced Micro Devices | 0.12% | 3,875 | $627K | Add +0.9% |
| FCX Freeport-McMoran Inc. | 0.12% | 15,642 | $613K | Reduce -5.9% |
| DD Dupont DE Nemours Inc. | 0.11% | 7,562 | $589K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 883 | $588K | Add +4.6% |
| ADBE Adobe Inc. | 0.11% | 1,635 | $577K | Reduce -16.5% |
| ZTS Zoetis Inc. | 0.10% | 3,650 | $534K | Reduce -13.4% |
| RKLB Rocket Lab Corp. | 0.10% | 11,000 | $527K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 767 | $513K | No change |
| IWF iShares Russell 1000 Growth | 0.10% | 1,083 | $507K | Add +42.1% |
| ALSN Allison Transmission Holding | 0.10% | 5,940 | $504K | Reduce -1.3% |
| ICLR Icon PLC | 0.10% | 2,877 | $503K | Reduce -0.5% |
| MCD McDonald's Corp. | 0.10% | 1,626 | $494K | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.09% | 6,767 | $463K | Add +105.1% |
| NPK National Presto Inds Inc. | 0.09% | 4,125 | $463K | Reduce -6.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 3,161 | $457K | Add +48.1% |
| COP Conocophillips | 0.09% | 4,742 | $449K | Add +0.5% |
| FIS Fidelity National Info Serv | 0.08% | 6,627 | $437K | Add +8.0% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 6,583 | $430K | New |
| DUK Duke Energy Corp. | 0.08% | 3,443 | $426K | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 0.08% | 685 | $419K | Reduce -75.0% |
| JAAA Janus Henderson Aaa Clo ETF | 0.08% | 8,092 | $411K | New |
| IVW iShares S&P 500 Growth ETF | 0.07% | 3,205 | $387K | New |
| CTVA Corteva Inc. | 0.07% | 5,676 | $384K | No change |
| EXC Exelon Corp. | 0.07% | 8,500 | $383K | No change |
| WMT Walmart Inc. | 0.07% | 3,626 | $374K | Reduce -14.6% |
| SCHF Schwab Intl Equity ETF | 0.07% | 16,044 | $374K | Reduce -24.9% |
| BR Broadridge Financial Solutio | 0.07% | 1,534 | $365K | Reduce -3.2% |
| CINF Cincinnati Financial Corp. | 0.07% | 2,300 | $364K | No change |
| T AT&T Inc. | 0.07% | 12,843 | $363K | Add +0.7% |
| TXN Texas Instruments Inc. | 0.07% | 1,950 | $358K | Reduce -35.0% |
| RELX Relx PLC - Spon ADR | 0.07% | 7,458 | $356K | No change |
| IVE iShares S&P 500 Value ETF | 0.07% | 1,711 | $353K | New |
| XLK SS Technology Select Sector | 0.07% | 1,217 | $343K | New |
| ECL Ecolab Inc. | 0.06% | 1,200 | $329K | Add +35.3% |
| INTU Intuit Inc. | 0.06% | 476 | $325K | Reduce -0.6% |
| PSX Phillips 66 | 0.06% | 2,368 | $322K | Add +0.3% |
| IDXX Idexx Laboratories Inc. | 0.06% | 485 | $310K | Reduce -4.2% |
| SPGI S&P Global Inc. | 0.05% | 576 | $280K | Add +1.1% |
| GIS General Mills Inc. | 0.05% | 5,517 | $278K | Reduce -35.1% |
| MAN Manpowergroup Inc. | 0.05% | 7,332 | $278K | No change |
| OMC Omnicom Group | 0.05% | 3,400 | $277K | Reduce -54.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 8,132 | $271K | Reduce -12.8% |
| DE Deere & Co. | 0.05% | 565 | $258K | Reduce -3.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.05% | 2,325 | $252K | Add +0.2% |
| USB US Bancorp | 0.05% | 5,221 | $252K | Add +7.4% |
| TTE Totalenergies SE -Spon ADR | 0.05% | 4,200 | $251K | No change |
| APD Air Products & Chemicals Inc. | 0.05% | 916 | $250K | New |
| C Citigroup Inc. | 0.05% | 2,358 | $239K | New |
| LNG Cheniere Energy Inc. | 0.05% | 1,000 | $235K | New |
| CCJ Cameco Corp. | 0.04% | 2,730 | $229K | Reduce -6.2% |
| SCHM Schwab US Mid Cap ETF | 0.04% | 7,456 | $221K | Reduce -7.7% |
| AZO AutoZone Inc. | 0.04% | 51 | $219K | New |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 2,245 | $217K | New |
| GS Goldman Sachs Group Inc. | 0.04% | 268 | $213K | New |
| NOW ServiceNow Inc. | 0.04% | 221 | $203K | Add +2.8% |