| MSFT Microsoft Corp. | 8.58% | 329,960 | $123.9M | Reduce -9.7% |
| AAPL Apple Inc. | 6.12% | 397,314 | $88.3M | Add +324.2% |
| NVDA Nvidia Corp. | 5.11% | 680,929 | $73.8M | Add +307.9% |
| AXP American Express Co. | 4.15% | 222,378 | $59.8M | Reduce -3.4% |
| AON Aon PLC Class A | 3.55% | 128,522 | $51.3M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 3.52% | 267,360 | $50.9M | New |
| STT State Street Corp. | 3.50% | 564,321 | $50.5M | Reduce -4.0% |
| ECL Ecolab Inc. | 3.46% | 196,876 | $49.9M | Reduce -14.8% |
| CASY Casey's General Stores Inc. | 3.07% | 102,041 | $44.3M | Reduce -16.0% |
| SYK Stryker Corp. | 3.01% | 116,606 | $43.4M | Reduce -16.7% |
| TXRH Texas Roadhouse Inc. | 2.84% | 246,167 | $41.0M | Reduce -4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.84% | 336,078 | $40.9M | Reduce -5.0% |
| WWD Woodward Inc. | 2.72% | 215,241 | $39.3M | Reduce -14.3% |
| APH Amphenol Corp. Class A | 2.62% | 576,054 | $37.8M | Reduce -44.9% |
| BKNG Booking Holdings Inc. | 2.60% | 8,142 | $37.5M | Reduce -36.0% |
| COR Cencora Inc. | 2.54% | 132,005 | $36.7M | No change |
| OTIS Otis Worldwide Corp. | 2.52% | 351,901 | $36.3M | Reduce -5.4% |
| META Meta Platforms Inc. Class A | 2.39% | 59,909 | $34.5M | New |
| ACN Accenture PLC Class A | 2.32% | 107,441 | $33.5M | No change |
| LII Lennox International Inc. | 2.21% | 56,976 | $32.0M | Reduce -5.8% |
| AZO AutoZone Inc. | 2.19% | 8,274 | $31.5M | Reduce -18.9% |
| AWK American Water Works Co. Inc. | 2.18% | 213,662 | $31.5M | No change |
| TSCO Tractor Supply Company | 2.02% | 527,956 | $29.1M | Reduce -18.6% |
| BDX Becton Dickinson and Co. | 1.95% | 123,104 | $28.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.93% | 55,961 | $27.8M | No change |
| ADI Analog Devices Inc. | 1.91% | 137,015 | $27.6M | Reduce -55.3% |
| ATO Atmos Energy Corp. | 1.85% | 172,797 | $26.7M | No change |
| CDW CDW Corp. | 1.83% | 164,758 | $26.4M | Reduce -6.8% |
| FDX FedEx Corp. | 1.75% | 103,735 | $25.3M | Reduce -7.4% |
| ICLR Icon PLC | 1.72% | 141,761 | $24.8M | Reduce -7.2% |
| BALL Ball Corp. | 1.54% | 425,631 | $22.2M | Reduce -8.5% |
| BAX Baxter International Inc. | 1.49% | 628,463 | $21.5M | No change |
| PPG PPG Industries Inc. | 1.49% | 196,470 | $21.5M | Reduce -8.4% |
| ODFL Old Dominion Freight Line | 1.46% | 127,282 | $21.1M | Reduce -9.0% |
| PEP Pepsico Inc. | 1.44% | 138,547 | $20.8M | Reduce -9.0% |
| PG The Procter & Gamble Co. | 1.31% | 111,284 | $19.0M | Reduce -7.3% |
| AVGO Broadcom Inc. | 1.12% | 96,543 | $16.2M | New |
| TTC Toro Co. | 1.11% | 219,378 | $16.0M | Reduce -11.4% |
| MCHP Microchip Technology Inc. | 0.02% | 5,230 | $253K | Reduce -99.3% |
| DG Dollar General Corp. | 0.01% | 1,963 | $173K | Reduce -98.0% |