| AMZN Amazon.com Inc. | 6.83% | 95,744 | $19.9M | Reduce -3.3% |
| AAPL Apple Inc. | 6.33% | 72,873 | $18.5M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 6.15% | 62,634 | $18.0M | Reduce -2.5% |
| MSFT Microsoft Corp. | 5.55% | 43,762 | $16.2M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 4.56% | 46,258 | $13.3M | Reduce -6.1% |
| META Meta Platforms Inc. Class A | 4.28% | 21,836 | $12.5M | Reduce -4.2% |
| NVDA Nvidia Corp. | 3.98% | 66,575 | $11.6M | Reduce -3.0% |
| V Visa Inc. Class A | 3.54% | 34,164 | $10.3M | Reduce -3.3% |
| GWW WW Grainger Inc. | 3.25% | 8,687 | $9.5M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 2.81% | 42,696 | $8.2M | Reduce -2.8% |
| EQIX Equinix Inc. | 2.64% | 7,870 | $7.7M | Reduce -2.6% |
| SCHX Schwab US Large-Cap ETF | 2.57% | 292,876 | $7.5M | Reduce -0.2% |
| IWL iShares Russell Top 200 ETF | 2.21% | 40,299 | $6.5M | Reduce -15.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 2.01% | 114,203 | $5.9M | Reduce -2.6% |
| RMD Resmed Inc. | 1.91% | 24,783 | $5.6M | Reduce -3.5% |
| MMM 3M Co. | 1.89% | 37,902 | $5.5M | Reduce -3.5% |
| ORCL Oracle Corp. | 1.86% | 36,998 | $5.4M | Reduce -3.2% |
| ECL Ecolab Inc. | 1.78% | 19,587 | $5.2M | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.70% | 31,113 | $5.0M | Reduce -3.5% |
| MDY State Street SPDR S&P Midcap | 1.65% | 7,829 | $4.8M | Reduce -7.3% |
| UBER Uber Technologies Inc. | 1.56% | 63,414 | $4.6M | Reduce -3.7% |
| UNP Union Pacific Corp. | 1.54% | 18,557 | $4.5M | Reduce -4.1% |
| KO The Coca-Cola Co. | 1.53% | 58,769 | $4.5M | Reduce -3.4% |
| CB Chubb Ltd. | 1.41% | 12,601 | $4.1M | Reduce -3.2% |
| GS Goldman Sachs Group Inc. | 1.30% | 4,482 | $3.8M | New |
| SCHM Schwab US Mid Cap ETF | 1.23% | 116,422 | $3.6M | Reduce -4.8% |
| FAST Fastenal Co. | 1.17% | 73,890 | $3.4M | Reduce -3.9% |
| UTHR United Therapeutics Corp. | 1.16% | 5,699 | $3.4M | Reduce -3.9% |
| EOG EOG Resources Inc. | 1.09% | 21,989 | $3.2M | Add +2.3% |
| BSX Boston Scientific Corp. | 1.03% | 47,855 | $3.0M | Reduce -3.4% |
| TMO Thermo Fisher Scientific Inc. | 0.93% | 5,504 | $2.7M | Reduce -3.4% |
| CRM Salesforce Inc. | 0.90% | 14,009 | $2.6M | Reduce -2.6% |
| HD Home Depot Inc. | 0.89% | 7,880 | $2.6M | Reduce -2.9% |
| PANW Palo Alto Networks Inc. | 0.85% | 15,523 | $2.5M | Reduce -5.3% |
| ACN Accenture PLC Class A | 0.85% | 12,467 | $2.5M | Add +0.2% |
| LHX L3HARRIS Technologies Inc. | 0.78% | 6,614 | $2.3M | Reduce -3.9% |
| AKAM Akamai Technologies Inc. | 0.77% | 19,582 | $2.2M | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.74% | 24,202 | $2.2M | Add +0.2% |
| NOW ServiceNow Inc. | 0.73% | 20,248 | $2.1M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 0.69% | 7,479 | $2.0M | Reduce -4.4% |
| VMI Valmont Industries | 0.68% | 4,975 | $2.0M | Reduce -3.8% |
| SYY Sysco Corp. | 0.66% | 27,168 | $1.9M | Add +2.1% |
| ULTA Ulta Beauty Inc. | 0.55% | 3,052 | $1.6M | Reduce -4.2% |
| EXPD Expeditors Intl Wash Inc. | 0.52% | 10,698 | $1.5M | Reduce -3.8% |
| ALKS Alkermes PLC | 0.52% | 43,301 | $1.5M | Reduce -2.6% |
| MRNA Moderna Inc. | 0.51% | 29,122 | $1.5M | Reduce -4.2% |
| IONS Ionis Pharmaceuticals Inc. | 0.51% | 19,646 | $1.5M | Reduce -4.3% |
| GNRC Generac Holdings Inc. | 0.50% | 7,410 | $1.4M | Reduce -4.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.49% | 39,205 | $1.4M | Add +90.6% |
| PYPL PayPal Holdings Inc. | 0.43% | 27,459 | $1.2M | Reduce -3.5% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 42,558 | $1.2M | No change |
| FFIV F5 Inc. | 0.41% | 4,153 | $1.2M | Reduce -3.9% |
| CTRA Coterra Energy Inc. | 0.41% | 34,014 | $1.2M | Reduce -3.8% |
| ALGN Align Technology Inc. | 0.35% | 6,042 | $1.0M | Reduce -4.0% |
| KNX Knight-Swift Transportation | 0.34% | 17,226 | $992K | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.33% | 1,485 | $970K | No change |
| FISV Fiserv Inc. | 0.33% | 17,066 | $952K | Reduce -2.5% |
| RDN Radian Group Inc. | 0.33% | 28,786 | $952K | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,348 | $877K | Reduce -0.9% |
| FIS Fidelity National Info Serv | 0.29% | 18,123 | $850K | Reduce -3.0% |
| DINO HF Sinclair Corp. | 0.28% | 12,866 | $803K | Reduce -4.2% |
| SMG Scotts Miracle-Gro Co. | 0.24% | 11,766 | $715K | Reduce -2.2% |
| GLD SPDR Gold Shares | 0.23% | 1,575 | $678K | No change |
| LYFT LYFT Inc. Class A | 0.21% | 46,932 | $624K | Reduce -1.9% |
| XEL Xcel Energy Inc. | 0.19% | 7,011 | $557K | No change |
| AVGO Broadcom Inc. | 0.18% | 1,720 | $532K | No change |
| SOLV Solventum Corp. | 0.16% | 7,177 | $469K | Reduce -5.8% |
| COST Costco Wholesale Corp. | 0.14% | 403 | $401K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 1,599 | $397K | No change |
| SWKS Skyworks Solutions Inc. | 0.12% | 6,692 | $358K | Reduce -3.1% |
| WPM Wheaton Precious Metals Corp. | 0.12% | 2,685 | $352K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 881 | $283K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 587 | $281K | No change |
| IVW iShares S&P 500 Growth ETF | 0.09% | 2,324 | $263K | New |
| MDT Medtronic PLC | 0.09% | 2,986 | $259K | Reduce -4.0% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 1,885 | $234K | No change |