| ORCL Oracle Corp. | 5.36% | 64,862 | $14.2M | Add +6.3% |
| MSFT Microsoft Corp. | 4.70% | 25,040 | $12.5M | Reduce -22.6% |
| NVDA Nvidia Corp. | 4.53% | 75,851 | $12.0M | Add +0.6% |
| AAPL Apple Inc. | 4.06% | 52,362 | $10.7M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 3.74% | 56,146 | $9.9M | Add +12.2% |
| LLY Eli Lilly & Co. | 3.48% | 11,826 | $9.2M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.83% | 60,726 | $7.5M | Add +16.0% |
| V Visa Inc. Class A | 2.76% | 20,606 | $7.3M | Add +1.9% |
| META Meta Platforms Inc. Class A | 2.56% | 9,188 | $6.8M | Add +1.4% |
| ADP Automatic Data Processing | 2.35% | 20,156 | $6.2M | Add +0.6% |
| PAYX Paychex Inc. | 2.22% | 40,412 | $5.9M | Add +1.1% |
| CRM Salesforce Inc. | 2.00% | 19,397 | $5.3M | Add +1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.93% | 41,271 | $5.1M | Add +10.6% |
| FICO Fair Isaac Corp. | 1.86% | 2,694 | $4.9M | Add +6.1% |
| HON Honeywell International Inc. | 1.80% | 20,429 | $4.8M | Add +127.8% |
| TRV The Travelers Cos Inc. | 1.77% | 17,556 | $4.7M | Add +6.7% |
| ACN Accenture PLC Class A | 1.75% | 15,459 | $4.6M | Add +2.3% |
| AMGN Amgen Inc. | 1.70% | 16,154 | $4.5M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.69% | 15,465 | $4.5M | Add +3.9% |
| ANET Arista Networks Inc. | 1.66% | 43,037 | $4.4M | Add +3.0% |
| ETN Eaton Corp. PLC | 1.66% | 12,334 | $4.4M | Add +14.9% |
| SYY Sysco Corp. | 1.61% | 56,162 | $4.3M | Add +46.2% |
| XOM Exxon Mobil Corp. | 1.53% | 37,482 | $4.0M | Add +11.3% |
| MA Mastercard Inc. Class A | 1.51% | 7,124 | $4.0M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.48% | 56,693 | $3.9M | Add +25.8% |
| CDW CDW Corp. | 1.46% | 21,630 | $3.9M | Add +9.5% |
| AMZN Amazon.com Inc. | 1.45% | 17,473 | $3.8M | Add +0.1% |
| CSCO Cisco Systems Inc. | 1.29% | 49,110 | $3.4M | Reduce -2.4% |
| NKE Nike Inc. Class B | 1.25% | 46,475 | $3.3M | Add +23.0% |
| AXP American Express Co. | 1.22% | 10,095 | $3.2M | Add +4.3% |
| JNJ Johnson & Johnson | 1.21% | 20,948 | $3.2M | Add +38.3% |
| VOO Vanguard S&P 500 ETF | 1.21% | 5,619 | $3.2M | Reduce -25.0% |
| HD Home Depot Inc. | 1.17% | 8,468 | $3.1M | Reduce -1.0% |
| ECL Ecolab Inc. | 1.11% | 10,859 | $2.9M | Add +4.0% |
| ITW Illinois Tool Works | 1.02% | 10,920 | $2.7M | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.98% | 28,260 | $2.6M | New |
| EMR Emerson Electric Co. | 0.96% | 19,035 | $2.5M | Add +0.1% |
| ALL Allstate Corp. | 0.94% | 12,381 | $2.5M | Add +1.4% |
| COR Cencora Inc. | 0.92% | 8,160 | $2.4M | Add +5.1% |
| COP Conocophillips | 0.92% | 27,183 | $2.4M | Add +18.7% |
| ABBV Abbvie Inc. | 0.90% | 12,883 | $2.4M | Add +19.8% |
| MU Micron Technology Inc. | 0.83% | 17,874 | $2.2M | Add +11.5% |
| QCOM Qualcomm Inc. | 0.82% | 13,672 | $2.2M | Add +2.4% |
| FISV Fiserv Inc. | 0.82% | 12,573 | $2.2M | New |
| UPS United Parcel Service Class B | 0.79% | 20,778 | $2.1M | Add +39.3% |
| ABT Abbott Laboratories | 0.77% | 14,950 | $2.0M | Add +10.4% |
| CVX Chevron Corp. | 0.73% | 13,591 | $1.9M | Add +7.1% |
| PSA Public Storage | 0.73% | 6,544 | $1.9M | Add +17.6% |
| CCI Crown Castle Inc. | 0.71% | 18,326 | $1.9M | Add +133.2% |
| MDT Medtronic PLC | 0.71% | 21,415 | $1.9M | Reduce -3.5% |
| AFL Aflac Inc. | 0.67% | 16,864 | $1.8M | Add +10.9% |
| RSG Republic Services Inc. | 0.63% | 6,734 | $1.7M | Reduce -8.0% |
| G Genpact Ltd. | 0.61% | 36,513 | $1.6M | Add +21.4% |
| MRK Merck & Co. Inc. | 0.50% | 16,784 | $1.3M | Add +17.2% |
| GOOG Alphabet Inc. Class C | 0.49% | 7,352 | $1.3M | Add +74.6% |
| GPC Genuine Parts Co. | 0.49% | 10,691 | $1.3M | Add +2.1% |
| LOW Lowe's Cos Inc. | 0.48% | 5,773 | $1.3M | Reduce -14.7% |
| WFC Wells Fargo & Co. | 0.46% | 15,317 | $1.2M | Add +3.8% |
| EMN Eastman Chemical Co. | 0.45% | 15,885 | $1.2M | Add +25.5% |
| DUK Duke Energy Corp. | 0.36% | 8,174 | $965K | Add +6.6% |
| FDX FedEx Corp. | 0.36% | 4,246 | $965K | Add +14.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 3,149 | $957K | Add +19.1% |
| CL Colgate-Palmolive Co. | 0.33% | 9,610 | $874K | Add +18.0% |
| CMCSA Comcast Corp. Class A | 0.32% | 23,740 | $847K | Add +21.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 2,772 | $817K | Add +10.9% |
| FAST Fastenal Co. | 0.30% | 19,175 | $805K | Add +22.2% |
| DGX Quest Diagnostics Inc. | 0.30% | 4,388 | $788K | Add +15.6% |
| LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC | 0.29% | 2,930 | $769K | Add +6.0% |
| CPT Camden Property Trust | 0.28% | 6,616 | $746K | Add +13.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 666 | $693K | Add +24.0% |
| KMB Kimberly-Clark Corp. | 0.24% | 4,998 | $644K | Add +51.8% |
| CI The Cigna Group | 0.23% | 1,804 | $596K | Add +15.7% |
| WM Waste Management Inc. | 0.22% | 2,545 | $582K | Reduce -28.0% |
| CB Chubb Ltd. | 0.17% | 1,570 | $455K | Reduce -23.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 9,482 | $449K | Add +9.9% |
| WMT Walmart Inc. | 0.17% | 4,541 | $444K | No change |
| PFE Pfizer Inc. | 0.17% | 18,284 | $443K | Add +28.3% |
| MMM 3M Co. | 0.14% | 2,467 | $376K | New |
| WPC WP Carey Inc. | 0.14% | 5,885 | $367K | Add +85.7% |
| COST Costco Wholesale Corp. | 0.14% | 370 | $366K | Add +42.3% |
| DOW Dow Inc. | 0.12% | 11,911 | $315K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.11% | 3,807 | $280K | Add +152.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.10% | 8,192 | $277K | Add +48.6% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 4,057 | $274K | Add +6.4% |
| PG The Procter & Gamble Co. | 0.10% | 1,680 | $268K | No change |
| BF.B Brown-Forman Corp. Class B | 0.10% | 9,797 | $264K | Add +23.2% |
| MCK McKesson Corp. | 0.09% | 332 | $243K | Add +24.3% |
| RTX RTX Corp. | 0.09% | 1,540 | $225K | Add +94.9% |
| OXY Occidental Petroleum Corp. | 0.08% | 5,310 | $223K | Add +27.0% |
| PEP Pepsico Inc. | 0.08% | 1,597 | $211K | Add +7.4% |
| NEE Nextera Energy Inc. | 0.08% | 2,918 | $203K | Add +209.8% |
| TTE Totalenergies SE -Spon ADR | 0.07% | 3,086 | $189K | Add +39.5% |
| EPD Enterprise Products Partners | 0.07% | 5,900 | $183K | No change |
| BERKSHIRE HATHAWAY INC | 0.06% | 336 | $163K | Reduce -95.0% |
| DFAS Dimensional US Small Cap ETF | 0.06% | 2,445 | $156K | Add +56.2% |
| SCCO Southern Copper Corp. | 0.06% | 1,543 | $156K | Reduce -3.3% |
| NSC Norfolk Southern Corp. | 0.05% | 545 | $140K | Add +319.2% |
| SO The Southern Co. | 0.05% | 1,449 | $133K | Add +95.3% |
| NSRGY Nestle SA-Spons ADR | 0.05% | 1,300 | $129K | Add +100.0% |
| MSM MSC Industrial Direct Co. Class A | 0.05% | 1,480 | $126K | Add +6.9% |
| BIP Brookfield Infrastructure Pa | 0.05% | 3,750 | $126K | No change |
| CARR Carrier Global Corp. | 0.04% | 1,500 | $110K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 228 | $106K | No change |
| OKE Oneok Inc. | 0.04% | 1,200 | $98K | No change |
| D Dominion Energy Inc. | 0.04% | 1,704 | $96K | New |
| BA The Boeing Co. | 0.03% | 427 | $89K | No change |
| KO The Coca-Cola Co. | 0.03% | 1,209 | $86K | No change |
| SU Suncor Energy Inc. | 0.03% | 2,260 | $85K | Add +117.3% |
| VZ Verizon Communications Inc. | 0.03% | 1,968 | $85K | New |
| ED Consolidated Edison Inc. | 0.03% | 745 | $75K | Add +325.7% |
| SHEL Shell PLC-ADR | 0.03% | 1,065 | $75K | Add +19.5% |
| OTIS Otis Worldwide Corp. | 0.03% | 750 | $74K | No change |
| VXUS Vanguard Total Intl Stock | 0.03% | 1,069 | $74K | Reduce -59.3% |
| BHP BHP Group Ltd.-Spon ADR | 0.03% | 1,450 | $70K | Add +663.2% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 600 | $66K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 236 | $66K | Reduce -76.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 261 | $62K | Reduce -7.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 595 | $61K | Add +147.9% |
| IWF iShares Russell 1000 Growth | 0.02% | 141 | $60K | Reduce -61.3% |
| NFLX Netflix Inc. | 0.02% | 39 | $52K | Reduce -90.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 500 | $48K | Add +400.0% |
| MO Altria Group Inc. | 0.02% | 800 | $47K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.02% | 300 | $43K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 58 | $38K | Reduce -87.5% |
| IMO Imperial Oil Ltd. | 0.01% | 460 | $37K | Add +107.2% |
| INTC Intel Corp. | 0.01% | 1,600 | $36K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 204 | $36K | No change |
| BP BP PLC-Spons ADR | 0.01% | 1,104 | $33K | No change |
| ES Eversource Energy | 0.01% | 500 | $32K | New |
| PYPL PayPal Holdings Inc. | 0.01% | 435 | $32K | No change |
| PAAS Pan American Silver Corp. | 0.01% | 1,000 | $28K | No change |
| ET Energy Transfer LP | 0.01% | 1,500 | $27K | No change |
| AVGO Broadcom Inc. | 0.01% | 94 | $26K | Reduce -98.9% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 190 | $23K | No change |
| AG First Majestic Silver Corp. | 0.01% | 2,725 | $23K | Add +99.6% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 128 | $23K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 38 | $23K | Reduce -26.9% |
| AXON Axon Enterprise Inc. | 0.01% | 26 | $22K | Reduce -7.1% |
| KHC The Kraft Heinz Co. | 0.01% | 800 | $21K | New |
| IVV iShares Core S&P 500 ETF | 0.01% | 32 | $20K | Reduce -11.1% |
| PANW Palo Alto Networks Inc. | 0.01% | 78 | $16K | Reduce -97.8% |
| SDVY First Trust Smid Cap Rising | 0.00% | 357 | $13K | New |
| MSI Motorola Solutions Inc. | 0.00% | 28 | $12K | No change |
| ARM Arm Holdings PLC-ADR | 0.00% | 70 | $11K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 80 | $11K | No change |
| TSLA Tesla Inc. | 0.00% | 36 | $11K | Add +20.0% |
| EFA iShares MSCI Eafe ETF | 0.00% | 109 | $10K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 42 | $10K | New |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 345 | $10K | No change |
| AMD Advanced Micro Devices | 0.00% | 65 | $9K | Add +6.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 18 | $9K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 71 | $9K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 125 | $7K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 71 | $6K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 30 | $6K | No change |
| BLK BlackRock Finance Inc. | 0.00% | 5 | $5K | No change |
| GLW Corning Inc. | 0.00% | 87 | $5K | Add +190.0% |
| GM General Motors Co. | 0.00% | 100 | $5K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 65 | $5K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 21 | $5K | No change |
| SDGR Schrodinger Inc. | 0.00% | 230 | $5K | No change |
| SYK Stryker Corp. | 0.00% | 13 | $5K | Reduce -99.7% |
| EOG EOG Resources Inc. | 0.00% | 35 | $4K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 30 | $4K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 38 | $4K | New |
| APD Air Products & Chemicals Inc. | 0.00% | 12 | $3K | No change |
| ALB Albemarle Corp. | 0.00% | 40 | $3K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 18 | $3K | No change |
| INSP Inspire Medical Systems Inc. | 0.00% | 24 | $3K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.00% | 6 | $3K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 40 | $3K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 10 | $3K | No change |
| SPGI S&P Global Inc. | 0.00% | 5 | $3K | No change |
| XLV SS Health Care Select Sector | 0.00% | 23 | $3K | Add +228.6% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 37 | $3K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 7 | $3K | Reduce -80.0% |
| BROS Dutch Bros Inc. Class A | 0.00% | 30 | $2K | Reduce -45.5% |
| GD General Dynamics Corp. | 0.00% | 8 | $2K | No change |
| QS Quantumscape Corp. | 0.00% | 265 | $2K | No change |
| UNH Unitedhealth Group Inc. | 0.00% | 6 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | No change |
| SN Sharkninja Inc. | 0.00% | 20 | $2K | Reduce -20.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 25 | $1K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 7 | $1K | New |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 3 | $1K | No change |
| UPST Upstart Holdings Inc. | 0.00% | 17 | $1K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 7 | $0 | No change |