| MSFT Microsoft Corp. | 8.39% | 49,673 | $25.7M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 7.09% | 98,950 | $21.7M | Reduce -3.8% |
| AAPL Apple Inc. | 6.36% | 76,545 | $19.5M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 5.64% | 71,031 | $17.3M | Reduce -6.1% |
| META Meta Platforms Inc. Class A | 5.44% | 22,728 | $16.7M | Reduce -3.5% |
| NVDA Nvidia Corp. | 4.53% | 74,418 | $13.9M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 4.24% | 53,442 | $13.0M | Reduce -0.8% |
| V Visa Inc. Class A | 3.90% | 35,044 | $12.0M | Reduce -2.6% |
| ORCL Oracle Corp. | 3.50% | 38,156 | $10.7M | Reduce -3.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 2.75% | 8,856 | $8.4M | Reduce -3.4% |
| IWL iShares Russell Top 200 ETF | 2.58% | 47,557 | $7.9M | Add +6.7% |
| SCHX Schwab US Large-Cap ETF | 2.52% | 293,530 | $7.7M | Reduce -6.1% |
| RMD Resmed Inc. | 2.28% | 25,585 | $7.0M | Reduce -3.4% |
| PANW Palo Alto Networks Inc. | 2.12% | 31,949 | $6.5M | Reduce -4.4% |
| UBER Uber Technologies Inc. | 2.10% | 65,632 | $6.4M | Reduce -3.4% |
| MMM 3M Co. | 1.98% | 39,149 | $6.1M | Reduce -2.6% |
| ECL Ecolab Inc. | 1.80% | 20,114 | $5.5M | Reduce -2.8% |
| EQIX Equinix Inc. | 1.74% | 6,802 | $5.3M | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.51% | 32,063 | $4.6M | Reduce -4.0% |
| UNP Union Pacific Corp. | 1.48% | 19,209 | $4.5M | Reduce -3.5% |
| FISV Fiserv Inc. | 1.43% | 33,977 | $4.4M | Reduce -3.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.35% | 120,542 | $4.1M | Reduce -3.1% |
| KO The Coca-Cola Co. | 1.32% | 60,869 | $4.0M | Reduce -3.8% |
| NOW ServiceNow Inc. | 1.25% | 4,162 | $3.8M | Reduce -1.5% |
| FAST Fastenal Co. | 1.23% | 76,639 | $3.8M | Reduce -3.5% |
| CB Chubb Ltd. | 1.20% | 13,046 | $3.7M | Reduce -2.1% |
| SCHM Schwab US Mid Cap ETF | 1.19% | 123,092 | $3.6M | Add +0.8% |
| CRM Salesforce Inc. | 1.15% | 14,859 | $3.5M | Reduce -3.1% |
| HD Home Depot Inc. | 1.08% | 8,139 | $3.3M | Reduce -1.7% |
| ACN Accenture PLC Class A | 1.05% | 13,113 | $3.2M | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.90% | 5,675 | $2.8M | Reduce -2.2% |
| UNH Unitedhealth Group Inc. | 0.88% | 7,847 | $2.7M | Reduce -3.6% |
| EOG EOG Resources Inc. | 0.84% | 22,964 | $2.6M | Reduce -3.9% |
| UTHR United Therapeutics Corp. | 0.80% | 5,876 | $2.5M | Reduce -4.3% |
| SYY Sysco Corp. | 0.76% | 28,188 | $2.3M | Reduce -3.2% |
| SBUX Starbucks Corp. | 0.72% | 25,932 | $2.2M | Reduce -4.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.70% | 38,713 | $2.1M | Reduce -2.8% |
| LHX L3HARRIS Technologies Inc. | 0.69% | 6,878 | $2.1M | Reduce -3.3% |
| VMI Valmont Industries | 0.65% | 5,127 | $2.0M | Reduce -4.2% |
| PYPL PayPal Holdings Inc. | 0.62% | 28,457 | $1.9M | Reduce -2.3% |
| ULTA Ulta Beauty Inc. | 0.56% | 3,165 | $1.7M | Reduce -2.0% |
| AKAM Akamai Technologies Inc. | 0.50% | 20,176 | $1.5M | Reduce -3.5% |
| FFIV F5 Inc. | 0.46% | 4,316 | $1.4M | Reduce -2.0% |
| EXPD Expeditors Intl Wash Inc. | 0.44% | 11,017 | $1.4M | Reduce -3.6% |
| ALKS Alkermes PLC | 0.44% | 44,979 | $1.3M | Reduce -2.7% |
| IONS Ionis Pharmaceuticals Inc. | 0.44% | 20,408 | $1.3M | Reduce -1.6% |
| GNRC Generac Holdings Inc. | 0.42% | 7,684 | $1.3M | Reduce -2.8% |
| FIS Fidelity National Info Serv | 0.40% | 18,677 | $1.2M | Reduce -3.5% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 42,981 | $1.2M | No change |
| RDN Radian Group Inc. | 0.35% | 29,758 | $1.1M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,480 | $991K | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,362 | $907K | Add +0.9% |
| CTRA Coterra Energy Inc. | 0.27% | 35,069 | $829K | Reduce -3.3% |
| MDY State Street SPDR S&P Midcap | 0.24% | 1,234 | $736K | Reduce -0.9% |
| SMG Scotts Miracle-Gro Co. | 0.23% | 12,576 | $716K | Reduce -2.8% |
| KNX Knight-Swift Transportation | 0.23% | 17,813 | $704K | Reduce -3.7% |
| DINO HF Sinclair Corp. | 0.23% | 13,299 | $696K | Add +1.9% |
| SOLV Solventum Corp. | 0.19% | 8,176 | $597K | Reduce -8.3% |
| AVGO Broadcom Inc. | 0.18% | 1,720 | $567K | Reduce -10.0% |
| SPSC SPS Commerce Inc. | 0.18% | 5,428 | $565K | Reduce -2.2% |
| XEL Xcel Energy Inc. | 0.18% | 7,011 | $565K | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.18% | 1,575 | $560K | Reduce -4.5% |
| SWKS Skyworks Solutions Inc. | 0.17% | 6,904 | $531K | Reduce -3.6% |
| CAVA Cava Group Inc. | 0.17% | 8,624 | $521K | Reduce -2.8% |
| LULU Lululemon Athletica Inc. | 0.15% | 2,629 | $468K | Reduce -4.0% |
| IWM iShares Russell 2000 ETF | 0.13% | 1,599 | $387K | No change |
| COST Costco Wholesale Corp. | 0.12% | 413 | $382K | Reduce -15.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 602 | $303K | Reduce -19.5% |
| MDT Medtronic PLC | 0.10% | 3,111 | $296K | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 881 | $289K | No change |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,885 | $224K | No change |