| NVDA Nvidia Corp. | 8.94% | 266,970 | $53.4M | Add +28.8% |
| AAPL Apple Inc. | 6.62% | 136,631 | $39.5M | Add +28.8% |
| GOOG Alphabet Inc. Class C | 6.56% | 110,964 | $39.2M | Add +27.8% |
| MSFT Microsoft Corp. | 5.48% | 87,835 | $32.8M | Add +28.8% |
| MU Micron Technology Inc. | 4.84% | 25,038 | $28.9M | Add +18.1% |
| AMZN Amazon.com Inc. | 4.41% | 110,623 | $26.4M | Add +21.7% |
| AVGO Broadcom Inc. | 3.97% | 62,793 | $23.7M | Add +28.8% |
| LLY Eli Lilly & Co. | 3.06% | 15,267 | $18.3M | Add +37.9% |
| JPM JPMorgan Chase & Co. | 2.90% | 52,968 | $17.3M | Add +16.9% |
| META Meta Platforms Inc. Class A | 2.52% | 26,695 | $15.0M | Add +27.8% |
| PANW Palo Alto Networks Inc. | 2.50% | 43,795 | $14.9M | Add +28.8% |
| GE General Electric filed as GE AEROSPACE | 2.43% | 38,887 | $14.5M | Add +26.6% |
| CAT Caterpillar Inc. | 2.38% | 13,351 | $14.2M | Add +26.6% |
| GS Goldman Sachs Group Inc. | 2.13% | 12,564 | $12.7M | Add +14.6% |
| AMD Advanced Micro Devices | 2.03% | 20,868 | $12.1M | Add +28.8% |
| COP Conocophillips | 1.91% | 109,832 | $11.4M | Add +26.4% |
| V Visa Inc. Class A | 1.71% | 29,797 | $10.2M | Add +22.4% |
| AMAT Applied Materials Inc. | 1.71% | 14,124 | $10.2M | Add +28.8% |
| AXP American Express Co. | 1.62% | 28,592 | $9.7M | Add +22.4% |
| PM Philip Morris International | 1.51% | 49,789 | $9.0M | Add +16.2% |
| WELL Welltower Inc. | 1.47% | 38,649 | $8.8M | Add +14.5% |
| KO The Coca-Cola Co. | 1.39% | 102,292 | $8.3M | Add +16.2% |
| WMT Walmart Inc. | 1.38% | 73,010 | $8.3M | Add +16.2% |
| RCL Royal Caribbean Cruises Ltd. | 1.38% | 26,035 | $8.3M | Add +21.7% |
| CTVA Corteva Inc. | 1.13% | 80,076 | $6.8M | Add +42.4% |
| CB Chubb Ltd. | 1.12% | 19,725 | $6.7M | Add +22.4% |
| NEE Nextera Energy Inc. | 1.12% | 76,542 | $6.7M | Add +17.9% |
| WM Waste Management Inc. | 1.10% | 29,369 | $6.5M | Add +26.6% |
| RTX RTX Corp. | 1.03% | 32,423 | $6.2M | Add +26.6% |
| UBER Uber Technologies Inc. | 1.02% | 84,728 | $6.1M | Add +26.6% |
| WMB Williams Cos Inc. | 1.02% | 82,211 | $6.1M | Add +26.4% |
| TSLA Tesla Inc. | 0.99% | 14,017 | $5.9M | Add +21.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.98% | 38,686 | $5.9M | Add +78.6% |
| HD Home Depot Inc. | 0.91% | 15,426 | $5.4M | Add +21.7% |
| AEP American Electric Power | 0.90% | 39,093 | $5.3M | Add +17.9% |
| GILD Gilead Sciences Inc. | 0.89% | 41,998 | $5.3M | Add +37.9% |
| PGR Progressive Corp. | 0.87% | 23,777 | $5.2M | Add +22.4% |
| ORLY O'reilly Automotive Inc. | 0.82% | 53,294 | $4.9M | Add +21.7% |
| SHW The Sherwin-Williams Co. | 0.82% | 14,201 | $4.9M | Add +42.4% |
| NOW ServiceNow Inc. | 0.81% | 48,993 | $4.9M | Add +28.8% |
| SPGI S&P Global Inc. | 0.81% | 11,901 | $4.8M | Add +22.3% |
| AMGN Amgen Inc. | 0.81% | 13,347 | $4.8M | Add +37.9% |
| GEV GE Vernova Inc. | 0.79% | 4,036 | $4.7M | Add +26.6% |
| SYK Stryker Corp. | 0.73% | 13,895 | $4.4M | Add +37.9% |
| DE Deere & Co. | 0.71% | 6,714 | $4.3M | Add +26.6% |
| ICE Intercontinental Exchange Inc. | 0.69% | 33,356 | $4.1M | Add +65.9% |
| UNH Unitedhealth Group Inc. | 0.58% | 8,301 | $3.5M | Add +37.9% |
| LITE Lumentum Holdings Inc. | 0.55% | 3,815 | $3.3M | New |
| TMO Thermo Fisher Scientific Inc. | 0.53% | 6,359 | $3.2M | Add +37.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 31,025 | $3.0M | Add +27.8% |
| BSX Boston Scientific Corp. | 0.48% | 67,171 | $2.9M | Add +37.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.48% | 5,733 | $2.8M | Add +37.9% |
| DLR Digital Realty Trust Inc. | 0.46% | 15,440 | $2.8M | Add +14.5% |
| PODD Insulet Corp. | 0.44% | 17,434 | $2.7M | Add +37.9% |
| NFLX Netflix Inc. | 0.44% | 36,442 | $2.6M | Add +27.8% |
| INTU Intuit Inc. | 0.42% | 9,669 | $2.5M | Add +28.8% |
| ZTS Zoetis Inc. | 0.19% | 15,663 | $1.1M | Add +37.9% |