| NVDA Nvidia Corp. | 13.08% | 41,409 | $37.4M | Add +6.6% |
| AAPL Apple Inc. | 7.58% | 126,531 | $21.7M | Add +4.3% |
| MSFT Microsoft Corp. | 6.99% | 47,536 | $20.0M | Add +2.9% |
| HD Home Depot Inc. | 3.60% | 26,860 | $10.3M | Add +1.1% |
| META Meta Platforms Inc. Class A | 2.50% | 14,742 | $7.2M | Add +6.5% |
| MRK Merck & Co. Inc. | 2.14% | 46,423 | $6.1M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 2.13% | 30,418 | $6.1M | Add +1.8% |
| COST Costco Wholesale Corp. | 2.10% | 8,202 | $6.0M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.05% | 32,544 | $5.9M | Add +7.5% |
| V Visa Inc. Class A | 2.00% | 20,473 | $5.7M | Add +6.2% |
| UNH Unitedhealth Group Inc. | 1.96% | 11,308 | $5.6M | Add +2.2% |
| ABBV Abbvie Inc. | 1.83% | 28,781 | $5.2M | Add +1.7% |
| BX Blackstone Inc. | 1.74% | 37,897 | $5.0M | Add +17.6% |
| TGT Target Corp. | 1.73% | 27,916 | $4.9M | Add +0.6% |
| WM Waste Management Inc. | 1.63% | 21,828 | $4.7M | Add +2.2% |
| MCHP Microchip Technology Inc. | 1.57% | 50,116 | $4.5M | Add +1.6% |
| NUE Nucor Corp. | 1.54% | 22,262 | $4.4M | Add +0.6% |
| ITW Illinois Tool Works | 1.53% | 16,279 | $4.4M | Add +2.0% |
| PG The Procter & Gamble Co. | 1.52% | 26,833 | $4.4M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 1.52% | 28,548 | $4.3M | Add +7.3% |
| MCD McDonald's Corp. | 1.52% | 15,407 | $4.3M | Add +1.6% |
| JNJ Johnson & Johnson | 1.48% | 26,803 | $4.2M | Add +1.9% |
| GD General Dynamics Corp. | 1.47% | 14,931 | $4.2M | Add +1.8% |
| LRCX Lam Research Corp. | 1.41% | 4,161 | $4.0M | Add +9.0% |
| GPC Genuine Parts Co. | 1.26% | 23,358 | $3.6M | Add +0.4% |
| LOW Lowe's Cos Inc. | 1.24% | 13,932 | $3.5M | Add +2.5% |
| CRM Salesforce Inc. | 1.23% | 11,696 | $3.5M | Add +9.4% |
| DOV Dover Corp. | 1.18% | 18,982 | $3.4M | Add +1.7% |
| SPGI S&P Global Inc. | 1.15% | 7,762 | $3.3M | Add +278.8% |
| NEE Nextera Energy Inc. | 1.15% | 51,353 | $3.3M | Add +2.0% |
| PSX Phillips 66 | 1.13% | 19,864 | $3.2M | Add +3.0% |
| MA Mastercard Inc. Class A | 1.12% | 6,651 | $3.2M | Add +10.7% |
| PEP Pepsico Inc. | 1.06% | 17,385 | $3.0M | Add +1.4% |
| RTX RTX Corp. | 1.01% | 29,682 | $2.9M | Add +2.4% |
| AVGO Broadcom Inc. | 1.01% | 2,171 | $2.9M | New |
| ADP Automatic Data Processing | 0.97% | 11,114 | $2.8M | Add +1.7% |
| UPS United Parcel Service Class B | 0.97% | 18,601 | $2.8M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.94% | 23,046 | $2.7M | Add +1.7% |
| PFE Pfizer Inc. | 0.90% | 92,649 | $2.6M | Add +2.7% |
| WMT Walmart Inc. | 0.88% | 42,059 | $2.5M | Add +2.8% |
| ORCL Oracle Corp. | 0.81% | 18,530 | $2.3M | Add +7.8% |
| CMG Chipotle Mexican Grill Inc. | 0.77% | 759 | $2.2M | Add +11.4% |
| AEP American Electric Power | 0.76% | 25,194 | $2.2M | Add +3.3% |
| SO The Southern Co. | 0.71% | 28,475 | $2.0M | Add +2.6% |
| NFLX Netflix Inc. | 0.71% | 3,358 | $2.0M | Add +7.3% |
| VZ Verizon Communications Inc. | 0.70% | 47,685 | $2.0M | Add +4.3% |
| PNC PNC Financial Services Group | 0.70% | 12,370 | $2.0M | Add +5.0% |
| TXN Texas Instruments Inc. | 0.69% | 11,407 | $2.0M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.69% | 2,540 | $2.0M | Add +25.2% |
| KMB Kimberly-Clark Corp. | 0.64% | 14,168 | $1.8M | Add +3.7% |
| TSLA Tesla Inc. | 0.52% | 8,418 | $1.5M | Reduce -17.1% |
| PANW Palo Alto Networks Inc. | 0.49% | 4,901 | $1.4M | Add +38.3% |
| PEG Public Service Enterprise GP | 0.47% | 20,346 | $1.4M | Add +5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 56,593 | $1.3M | Add +16.7% |
| LULU Lululemon Athletica Inc. | 0.45% | 3,271 | $1.3M | Add +11.3% |
| ADBE Adobe Inc. | 0.43% | 2,454 | $1.2M | Add +11.3% |
| DEO Diageo PLC-Sponsored ADR | 0.42% | 8,146 | $1.2M | Add +3.9% |
| DHR Danaher Corp. | 0.42% | 4,838 | $1.2M | Add +15.3% |
| MCO Moody's Corp. | 0.34% | 2,495 | $981K | Add +11.1% |
| NOW ServiceNow Inc. | 0.32% | 1,189 | $906K | Add +11.8% |
| ZTS Zoetis Inc. | 0.29% | 4,913 | $831K | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 0.29% | 5,451 | $823K | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 1,299 | $755K | Add +9.1% |
| BLK BlackRock Finance Inc. | 0.24% | 823 | $686K | No change |
| ED Consolidated Edison Inc. | 0.23% | 7,382 | $670K | New |
| OKTA Okta Inc. | 0.23% | 6,187 | $647K | Add +22.5% |
| FDN First Trust DJ Internet Ind | 0.22% | 3,087 | $633K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,180 | $617K | Reduce -51.9% |
| INTU Intuit Inc. | 0.19% | 823 | $535K | Add +12.1% |
| SNOW Snowflake Inc. | 0.16% | 2,882 | $466K | Add +18.9% |
| LIN Linde PLC | 0.16% | 981 | $455K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 940 | $395K | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 2,056 | $375K | Add +14.9% |
| AMGN Amgen Inc. | 0.12% | 1,246 | $354K | No change |
| CAT Caterpillar Inc. | 0.12% | 917 | $336K | No change |
| ZS Zscaler Inc. | 0.12% | 1,710 | $329K | Add +16.8% |
| ADI Analog Devices Inc. | 0.11% | 1,649 | $326K | Reduce -2.0% |
| CMCSA Comcast Corp. Class A | 0.11% | 7,439 | $322K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,510 | $307K | Reduce -7.0% |
| COIN Coinbase Global Inc. Class A | 0.11% | 1,157 | $307K | New |
| AMD Advanced Micro Devices | 0.11% | 1,680 | $303K | New |
| SHW The Sherwin-Williams Co. | 0.10% | 850 | $295K | No change |
| CAVA Cava Group Inc. | 0.10% | 4,048 | $284K | New |
| CSCO Cisco Systems Inc. | 0.09% | 5,090 | $254K | Reduce -91.8% |
| SBUX Starbucks Corp. | 0.09% | 2,682 | $245K | Reduce -11.2% |
| PAYX Paychex Inc. | 0.08% | 1,929 | $237K | Reduce -0.6% |
| MLI Mueller Industries Inc. | 0.08% | 4,328 | $233K | No change |
| MDT Medtronic PLC | 0.08% | 2,602 | $227K | Reduce -1.4% |
| AFL Aflac Inc. | 0.08% | 2,611 | $224K | No change |
| APD Air Products & Chemicals Inc. | 0.08% | 894 | $217K | No change |
| ACN Accenture PLC Class A | 0.07% | 619 | $215K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 3,208 | $203K | New |
| SMCI Super Micro Computer Inc. | 0.07% | 199 | $201K | New |