| MSFT Microsoft Corp. | 8.61% | 51,672 | $25.7M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 7.56% | 102,878 | $22.6M | Reduce -5.4% |
| META Meta Platforms Inc. Class A | 5.82% | 23,560 | $17.4M | Reduce -3.8% |
| AAPL Apple Inc. | 5.47% | 79,563 | $16.3M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 4.50% | 75,671 | $13.4M | Reduce -7.3% |
| V Visa Inc. Class A | 4.28% | 35,986 | $12.8M | Reduce -4.1% |
| NVDA Nvidia Corp. | 4.12% | 77,795 | $12.3M | Reduce -2.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 3.19% | 9,170 | $9.5M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 3.18% | 53,873 | $9.5M | Reduce -0.7% |
| ORCL Oracle Corp. | 2.88% | 39,385 | $8.6M | Reduce -3.6% |
| SCHX Schwab US Large-Cap ETF | 2.56% | 312,507 | $7.6M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 2.29% | 33,429 | $6.8M | Reduce -2.7% |
| RMD Resmed Inc. | 2.29% | 26,477 | $6.8M | Reduce -5.1% |
| IWL iShares Russell Top 200 ETF | 2.28% | 44,558 | $6.8M | Reduce -3.8% |
| UBER Uber Technologies Inc. | 2.12% | 67,964 | $6.3M | Reduce -5.5% |
| MMM 3M Co. | 2.05% | 40,186 | $6.1M | Reduce -3.6% |
| FISV Fiserv Inc. | 2.02% | 35,040 | $6.0M | Reduce -5.4% |
| ECL Ecolab Inc. | 1.87% | 20,696 | $5.6M | Reduce -5.8% |
| EQIX Equinix Inc. | 1.86% | 7,001 | $5.6M | Reduce -1.3% |
| UNP Union Pacific Corp. | 1.53% | 19,903 | $4.6M | Reduce -3.6% |
| KO The Coca-Cola Co. | 1.50% | 63,281 | $4.5M | Reduce -3.9% |
| NOW ServiceNow Inc. | 1.46% | 4,227 | $4.3M | Reduce -2.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.41% | 124,401 | $4.2M | Reduce -5.4% |
| CRM Salesforce Inc. | 1.40% | 15,338 | $4.2M | Reduce -4.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.38% | 33,381 | $4.1M | Reduce -5.6% |
| ACN Accenture PLC Class A | 1.34% | 13,409 | $4.0M | Reduce -3.4% |
| CB Chubb Ltd. | 1.29% | 13,332 | $3.9M | Reduce -3.3% |
| SCHM Schwab US Mid Cap ETF | 1.15% | 122,133 | $3.4M | Reduce -0.8% |
| FAST Fastenal Co. | 1.12% | 79,421 | $3.3M | Reduce -5.4% |
| HD Home Depot Inc. | 1.02% | 8,281 | $3.0M | Reduce -8.4% |
| EOG EOG Resources Inc. | 0.96% | 23,902 | $2.9M | Reduce -4.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.92% | 39,838 | $2.8M | Reduce -5.1% |
| UNH Unitedhealth Group Inc. | 0.85% | 8,139 | $2.5M | Reduce -4.5% |
| SBUX Starbucks Corp. | 0.83% | 27,135 | $2.5M | Reduce -5.6% |
| TMO Thermo Fisher Scientific Inc. | 0.79% | 5,800 | $2.4M | Reduce -3.9% |
| SYY Sysco Corp. | 0.74% | 29,112 | $2.2M | Reduce -4.5% |
| PYPL PayPal Holdings Inc. | 0.72% | 29,137 | $2.2M | Reduce -3.8% |
| LHX L3HARRIS Technologies Inc. | 0.60% | 7,111 | $1.8M | Reduce -2.5% |
| UTHR United Therapeutics Corp. | 0.59% | 6,142 | $1.8M | Reduce -3.0% |
| VMI Valmont Industries | 0.58% | 5,350 | $1.7M | Reduce -2.8% |
| AKAM Akamai Technologies Inc. | 0.56% | 20,900 | $1.7M | Reduce -2.8% |
| FIS Fidelity National Info Serv | 0.53% | 19,347 | $1.6M | Reduce -2.7% |
| ULTA Ulta Beauty Inc. | 0.51% | 3,231 | $1.5M | Reduce -4.4% |
| ALKS Alkermes PLC | 0.44% | 46,223 | $1.3M | Reduce -2.0% |
| EXPD Expeditors Intl Wash Inc. | 0.44% | 11,430 | $1.3M | Reduce -2.6% |
| FFIV F5 Inc. | 0.43% | 4,403 | $1.3M | Reduce -2.7% |
| GNRC Generac Holdings Inc. | 0.38% | 7,906 | $1.1M | Reduce -4.3% |
| RDN Radian Group Inc. | 0.37% | 30,942 | $1.1M | Reduce -1.2% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 42,981 | $1.1M | Reduce -3.3% |
| SO The Southern Co. | 0.35% | 11,461 | $1.1M | No change |
| CTRA Coterra Energy Inc. | 0.31% | 36,271 | $921K | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.30% | 1,465 | $910K | No change |
| SMG Scotts Miracle-Gro Co. | 0.29% | 12,938 | $853K | Reduce -4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 1,350 | $834K | Add +0.3% |
| IONS Ionis Pharmaceuticals Inc. | 0.27% | 20,747 | $820K | Reduce -3.3% |
| KNX Knight-Swift Transportation | 0.27% | 18,496 | $818K | Reduce -2.6% |
| SPSC SPS Commerce Inc. | 0.25% | 5,549 | $755K | Reduce -3.4% |
| CAVA Cava Group Inc. | 0.25% | 8,872 | $747K | Reduce -4.5% |
| MDY State Street SPDR S&P Midcap | 0.24% | 1,245 | $705K | No change |
| SOLV Solventum Corp. | 0.23% | 8,919 | $676K | Reduce -5.0% |
| LULU Lululemon Athletica Inc. | 0.22% | 2,737 | $650K | Reduce -3.5% |
| DINO HF Sinclair Corp. | 0.18% | 13,049 | $536K | New |
| SWKS Skyworks Solutions Inc. | 0.18% | 7,165 | $534K | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.18% | 1,911 | $527K | Reduce -10.5% |
| GLD SPDR Gold Shares | 0.17% | 1,650 | $503K | No change |
| COST Costco Wholesale Corp. | 0.16% | 489 | $484K | Reduce -6.7% |
| XEL Xcel Energy Inc. | 0.16% | 7,075 | $482K | Reduce -14.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 748 | $363K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 1,599 | $345K | No change |
| MDT Medtronic PLC | 0.09% | 3,159 | $275K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 881 | $268K | No change |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,885 | $206K | New |
| LLY Eli Lilly & Co. | 0.07% | 264 | $206K | Reduce -65.5% |