| MA Mastercard Inc. Class A | 2.53% | 6,726 | $3.2M | Add +28.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 2.43% | 1,828 | $3.1M | Reduce -65.6% |
| V Visa Inc. Class A | 2.42% | 11,129 | $3.1M | Add +31.9% |
| COIN Coinbase Global Inc. Class A | 2.38% | 11,515 | $3.1M | Reduce -46.3% |
| ACN Accenture PLC Class A | 2.24% | 8,263 | $2.9M | Reduce -14.9% |
| MSFT Microsoft Corp. | 1.99% | 6,071 | $2.6M | Add +2.5% |
| CSCO Cisco Systems Inc. | 1.88% | 48,140 | $2.4M | Add +28.0% |
| COST Costco Wholesale Corp. | 1.81% | 3,171 | $2.3M | Add +5.7% |
| BR Broadridge Financial Solutio | 1.81% | 11,294 | $2.3M | Add +13.7% |
| SNA Snap-on Inc. | 1.51% | 6,520 | $1.9M | Add +36.4% |
| AVGO Broadcom Inc. | 1.43% | 1,380 | $1.8M | Add +5.7% |
| MLM Martin Marietta Materials | 1.43% | 2,978 | $1.8M | Add +5.0% |
| KLAC KLA Corp. | 1.41% | 2,585 | $1.8M | Add +5.0% |
| SAP Sap SE-Sponsored ADR | 1.37% | 9,026 | $1.8M | Add +58.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.36% | 9,141 | $1.7M | Reduce -6.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.35% | 1,703 | $1.7M | Add +5.2% |
| XYZ Block Inc. | 1.35% | 20,468 | $1.7M | Reduce -33.8% |
| HUBB Hubbell Inc. | 1.35% | 4,153 | $1.7M | Add +5.5% |
| JPM JPMorgan Chase & Co. | 1.31% | 8,386 | $1.7M | Add +9.8% |
| CTAS Cintas Corp. | 1.29% | 2,413 | $1.7M | Add +5.1% |
| BIDU Baidu Inc. - Spon ADR | 1.29% | 15,694 | $1.7M | Add +111.5% |
| BABA Alibaba Group Holding-SP ADR | 1.26% | 22,259 | $1.6M | Add +76.7% |
| NXH Neighborhood Intelligence Inc. filed as BEYOND INC | 1.25% | 44,631 | $1.6M | Add +2.4% |
| NVDA Nvidia Corp. | 1.23% | 1,747 | $1.6M | Reduce -35.7% |
| PYPL PayPal Holdings Inc. | 1.22% | 23,331 | $1.6M | Add +10.8% |
| JD Jd.com Inc.-ADR | 1.21% | 56,644 | $1.6M | Add +89.3% |
| HPE Hewlett Packard Enterprise | 1.20% | 86,943 | $1.5M | Add +89.1% |
| CUBI Customers Bancorp Inc. | 1.20% | 28,903 | $1.5M | Reduce -9.2% |
| MPWR Monolithic Power Systems Inc. | 1.20% | 2,261 | $1.5M | Add +5.3% |
| ORCL Oracle Corp. | 1.19% | 12,156 | $1.5M | Add +14.8% |
| NDAQ Nasdaq Inc. | 1.17% | 23,826 | $1.5M | Add +2.8% |
| CDW CDW Corp. | 1.16% | 5,826 | $1.5M | Add +6.0% |
| AXP American Express Co. | 1.16% | 6,536 | $1.5M | Reduce -1.6% |
| HOOD Robinhood Markets Inc. Class A | 1.15% | 73,383 | $1.5M | Reduce -29.2% |
| MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN | 1.13% | 63,978 | $1.4M | Reduce -50.9% |
| CLSK Cleanspark Inc. | 1.10% | 66,258 | $1.4M | New |
| MSCI MSCI Inc. | 1.09% | 2,495 | $1.4M | Add +5.4% |
| VRSK Verisk Analytics Inc. | 1.08% | 5,851 | $1.4M | Add +5.0% |
| MCD McDonald's Corp. | 1.08% | 4,889 | $1.4M | Add +5.0% |
| FDS Factset Research Systems Inc. | 1.07% | 3,024 | $1.4M | Add +5.0% |
| ICE Intercontinental Exchange Inc. | 1.04% | 9,672 | $1.3M | Add +10.3% |
| ODFL Old Dominion Freight Line | 1.03% | 6,046 | $1.3M | Add +5.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.03% | 23,000 | $1.3M | Add +8.2% |
| AMD Advanced Micro Devices | 1.02% | 7,241 | $1.3M | Reduce -25.4% |
| TXN Texas Instruments Inc. | 1.01% | 7,451 | $1.3M | Add +224.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.00% | 107,653 | $1.3M | Reduce -33.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.99% | 9,281 | $1.3M | Reduce -16.8% |
| GS Goldman Sachs Group Inc. | 0.99% | 3,022 | $1.3M | Add +17.4% |
| BLK BlackRock Finance Inc. | 0.97% | 1,485 | $1.2M | New |
| PPG PPG Industries Inc. | 0.96% | 8,512 | $1.2M | Add +36.6% |
| INFY Infosys Ltd.-SP ADR | 0.96% | 68,312 | $1.2M | Add +20.4% |
| MPC Marathon Petroleum Corp. | 0.95% | 6,059 | $1.2M | Add +4.5% |
| AMAT Applied Materials Inc. | 0.95% | 5,889 | $1.2M | Add +5.0% |
| PHM Pultegroup Inc. | 0.93% | 9,880 | $1.2M | Add +5.0% |
| META Meta Platforms Inc. Class A | 0.92% | 2,439 | $1.2M | Reduce -10.3% |
| ETN Eaton Corp. PLC | 0.88% | 3,619 | $1.1M | Add +5.1% |
| CAN Canaan Inc. | 0.88% | 739,303 | $1.1M | Add +4.9% |
| WMT Walmart Inc. | 0.87% | 18,628 | $1.1M | Add +14.2% |
| SHW The Sherwin-Williams Co. | 0.87% | 3,208 | $1.1M | Add +4.8% |
| CMI Cummins Inc. | 0.86% | 3,753 | $1.1M | Add +5.0% |
| NDSN Nordson Corp. | 0.85% | 3,945 | $1.1M | Add +4.5% |
| WT Wisdomtree Inc. | 0.84% | 117,515 | $1.1M | Add +32.8% |
| MCHP Microchip Technology Inc. | 0.84% | 12,027 | $1.1M | Add +4.5% |
| DHI D.R. Horton Inc. | 0.82% | 6,364 | $1.0M | Add +5.0% |
| ALLE Allegion PLC | 0.81% | 7,729 | $1.0M | Add +5.1% |
| J Jacobs Solutions Inc. | 0.81% | 6,728 | $1.0M | Add +5.0% |
| FAST Fastenal Co. | 0.81% | 13,397 | $1.0M | Add +5.3% |
| BRO Brown & Brown Inc. | 0.80% | 11,706 | $1.0M | Add +4.9% |
| PG The Procter & Gamble Co. | 0.78% | 6,197 | $1.0M | Add +4.5% |
| ITW Illinois Tool Works | 0.78% | 3,731 | $1.0M | Add +4.8% |
| AOS Smith (a.o.) Corp. | 0.78% | 11,106 | $994K | Add +5.1% |
| ADI Analog Devices Inc. | 0.76% | 4,925 | $974K | Add +5.1% |
| LIN Linde PLC | 0.75% | 2,059 | $956K | Add +5.1% |
| LW Lamb Weston Holdings Inc. | 0.74% | 8,938 | $952K | Add +4.8% |
| CB Chubb Ltd. | 0.73% | 3,633 | $941K | Add +5.1% |
| INTU Intuit Inc. | 0.73% | 1,440 | $936K | Add +5.4% |
| MSI Motorola Solutions Inc. | 0.73% | 2,629 | $933K | Add +5.0% |
| ROK Rockwell Automation Inc. | 0.72% | 3,178 | $926K | Add +4.8% |
| HSY The Hershey Co. | 0.72% | 4,736 | $921K | Add +4.8% |
| LMT Lockheed Martin Corp. | 0.72% | 2,019 | $918K | Add +4.7% |
| MCO Moody's Corp. | 0.71% | 2,318 | $911K | Add +4.9% |
| AON Aon PLC Class A | 0.70% | 2,688 | $897K | Add +5.0% |
| ALB Albemarle Corp. | 0.70% | 6,768 | $892K | Add +5.0% |
| HON Honeywell International Inc. | 0.69% | 4,290 | $881K | Add +5.0% |
| MRSH Marsh & McLennan Cos | 0.68% | 4,205 | $866K | Add +5.1% |
| CMCSA Comcast Corp. Class A | 0.68% | 19,966 | $866K | Add +5.1% |
| MU Micron Technology Inc. | 0.66% | 7,198 | $849K | Reduce -45.3% |
| CBOE Cboe Global Markets Inc. | 0.66% | 4,598 | $845K | Add +5.1% |
| CME Cme Group Inc. | 0.62% | 3,666 | $789K | Add +5.0% |
| GL Globe Life Inc. | 0.61% | 6,758 | $786K | Add +5.2% |
| AAPL Apple Inc. | 0.58% | 4,354 | $747K | Add +5.4% |