| COST Costco Wholesale Corp. | 3.18% | 2,995 | $2.8M | Reduce -2.8% |
| V Visa Inc. Class A | 2.94% | 7,471 | $2.6M | Reduce -23.1% |
| MA Mastercard Inc. Class A | 2.76% | 4,478 | $2.5M | Reduce -20.3% |
| AVGO Broadcom Inc. | 2.28% | 12,116 | $2.0M | Reduce -3.0% |
| COIN Coinbase Global Inc. Class A | 2.08% | 10,750 | $1.9M | Add +78.8% |
| MSFT Microsoft Corp. | 2.02% | 4,781 | $1.8M | Reduce -15.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 1.95% | 6,023 | $1.7M | Add +40.8% |
| ACN Accenture PLC Class A | 1.86% | 5,299 | $1.7M | Reduce -20.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.81% | 6,469 | $1.6M | Reduce -9.7% |
| NVDA Nvidia Corp. | 1.80% | 14,795 | $1.6M | Reduce -20.5% |
| VRSK Verisk Analytics Inc. | 1.77% | 5,285 | $1.6M | Reduce -2.6% |
| KLAC KLA Corp. | 1.76% | 2,308 | $1.6M | Reduce -2.6% |
| CTAS Cintas Corp. | 1.76% | 7,620 | $1.6M | Reduce -3.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.73% | 1,557 | $1.5M | Reduce -2.6% |
| CORZ Core Scientific Inc. | 1.60% | 196,666 | $1.4M | Add +96.7% |
| HOOD Robinhood Markets Inc. Class A | 1.57% | 33,584 | $1.4M | Reduce -0.4% |
| MSCI MSCI Inc. | 1.55% | 2,441 | $1.4M | Reduce -2.5% |
| HUBB Hubbell Inc. | 1.30% | 3,509 | $1.2M | Reduce -3.0% |
| MPWR Monolithic Power Systems Inc. | 1.20% | 1,839 | $1.1M | Reduce -3.0% |
| GL Globe Life Inc. | 1.18% | 7,976 | $1.1M | Reduce -2.6% |
| CB Chubb Ltd. | 1.14% | 3,356 | $1.0M | Reduce -2.3% |
| ECL Ecolab Inc. | 1.11% | 3,901 | $989K | Reduce -2.3% |
| EXPD Expeditors Intl Wash Inc. | 1.10% | 8,136 | $978K | Reduce -2.3% |
| HPE Hewlett Packard Enterprise | 1.08% | 62,232 | $960K | Add +4.1% |
| ODFL Old Dominion Freight Line | 1.08% | 5,801 | $960K | Reduce -2.7% |
| GRMN Garmin Ltd. | 1.07% | 4,386 | $952K | Reduce -2.3% |
| PHM Pultegroup Inc. | 1.06% | 9,218 | $948K | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.06% | 3,830 | $939K | Reduce -31.8% |
| SAP Sap SE-Sponsored ADR | 1.05% | 3,491 | $937K | Reduce -39.8% |
| INTU Intuit Inc. | 1.04% | 1,512 | $928K | Reduce -2.3% |
| XYZ Block Inc. | 1.04% | 17,033 | $925K | Add +2.4% |
| ERIE Erie Indemnity Company Class A | 1.01% | 2,137 | $896K | Reduce -2.5% |
| CMI Cummins Inc. | 1.00% | 2,853 | $894K | Reduce -3.0% |
| MSI Motorola Solutions Inc. | 1.00% | 2,024 | $886K | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.98% | 1,062 | $877K | Reduce -2.2% |
| FAST Fastenal Co. | 0.98% | 11,280 | $875K | Reduce -2.9% |
| ETN Eaton Corp. PLC | 0.98% | 3,213 | $873K | Reduce -2.7% |
| MCO Moody's Corp. | 0.98% | 1,873 | $872K | Reduce -2.4% |
| WMT Walmart Inc. | 0.98% | 9,910 | $870K | Reduce -21.6% |
| ORCL Oracle Corp. | 0.96% | 6,135 | $858K | Reduce -34.3% |
| SHW The Sherwin-Williams Co. | 0.95% | 2,420 | $845K | Reduce -2.3% |
| CUBI Customers Bancorp Inc. | 0.93% | 16,425 | $825K | Reduce -38.4% |
| MARA Mara Holdings Inc. | 0.92% | 71,093 | $818K | Add +16.1% |
| HIG Hartford Insurance Group Inc. | 0.92% | 6,604 | $817K | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.92% | 13,211 | $815K | Reduce -44.6% |
| QCOM Qualcomm Inc. | 0.91% | 5,282 | $811K | Reduce -35.6% |
| BR Broadridge Financial Solutio | 0.91% | 3,330 | $807K | Reduce -3.0% |
| MRSH Marsh & McLennan Cos | 0.90% | 3,295 | $804K | Reduce -3.0% |
| CHD Church & Dwight Co. Inc. | 0.90% | 7,296 | $803K | Reduce -2.9% |
| CLSK Cleanspark Inc. | 0.90% | 118,984 | $800K | Reduce -5.9% |
| KMB Kimberly-Clark Corp. | 0.89% | 5,583 | $794K | Reduce -2.8% |
| AXP American Express Co. | 0.89% | 2,950 | $794K | Reduce -31.2% |
| CTSH Cognizant Tech Solutions-A | 0.89% | 10,355 | $792K | Reduce -2.6% |
| PYPL PayPal Holdings Inc. | 0.89% | 12,089 | $789K | Reduce -23.4% |
| LRCX Lam Research Corp. | 0.88% | 10,779 | $784K | Reduce -2.7% |
| ITW Illinois Tool Works | 0.88% | 3,142 | $779K | Reduce -2.5% |
| APH Amphenol Corp. Class A | 0.86% | 11,675 | $766K | Reduce -2.5% |
| LIN Linde PLC | 0.85% | 1,617 | $753K | Reduce -3.0% |
| CME Cme Group Inc. | 0.83% | 2,793 | $741K | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.82% | 4,295 | $732K | Reduce -3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 4,405 | $731K | Reduce -27.4% |
| RIOT Riot Platforms Inc. | 0.82% | 102,680 | $731K | Add +16.9% |
| PWR Quanta Services Inc. | 0.81% | 2,853 | $725K | Reduce -2.3% |
| J Jacobs Solutions Inc. | 0.81% | 5,968 | $721K | Reduce -2.6% |
| MRK Merck & Co. Inc. | 0.81% | 7,999 | $718K | Reduce -2.6% |
| BLK BlackRock Inc. | 0.79% | 745 | $705K | Reduce -29.0% |
| NDAQ Nasdaq Inc. | 0.79% | 9,214 | $699K | Reduce -42.1% |
| HON Honeywell International Inc. | 0.78% | 3,290 | $697K | Reduce -3.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.77% | 67,333 | $689K | Reduce -36.0% |
| CINF Cincinnati Financial Corp. | 0.77% | 4,666 | $689K | Reduce -3.0% |
| MU Micron Technology Inc. | 0.77% | 7,887 | $685K | New |
| AAPL Apple Inc. | 0.76% | 3,054 | $678K | Reduce -3.0% |
| GS Goldman Sachs Group Inc. | 0.76% | 1,236 | $675K | Reduce -36.5% |
| PNR Pentair PLC | 0.75% | 7,670 | $671K | Reduce -2.6% |
| AOS Smith (a.o.) Corp. | 0.75% | 10,205 | $667K | Reduce -3.0% |
| CIFR Cipher Digital Inc. | 0.73% | 284,148 | $654K | Add +42.1% |
| NKE Nike Inc. Class B | 0.72% | 10,121 | $642K | Reduce -2.7% |
| AME Ametek Inc. | 0.72% | 3,713 | $639K | Reduce -3.0% |
| DHI D.R. Horton Inc. | 0.71% | 4,987 | $634K | Reduce -2.8% |
| A Agilent Technologies Inc. | 0.70% | 5,326 | $622K | Reduce -2.9% |
| AMAT Applied Materials Inc. | 0.69% | 4,256 | $618K | Reduce -3.0% |
| MPC Marathon Petroleum Corp. | 0.69% | 4,199 | $612K | Reduce -3.0% |
| WULF Terawulf Inc. | 0.65% | 212,155 | $579K | Add +51.5% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.65% | 94,479 | $575K | Reduce -5.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.63% | 6,645 | $557K | Reduce -55.9% |
| BF.B Brown-Forman Corp. Class B | 0.60% | 15,833 | $537K | Reduce -3.0% |
| AMD Advanced Micro Devices | 0.58% | 5,007 | $514K | Reduce -52.1% |
| BIDU Baidu Inc. - Spon ADR | 0.46% | 4,444 | $409K | Reduce -71.9% |
| TXN Texas Instruments Inc. | 0.36% | 1,800 | $323K | Reduce -72.2% |
| JD Jd.com Inc.-ADR | 0.35% | 7,549 | $310K | Reduce -79.2% |
| BABA Alibaba Group Holding-SP ADR | 0.30% | 2,036 | $269K | Reduce -88.0% |
| TPL Texas Pacific Land Corp. | 0.28% | 189 | $250K | No change |
| TRV The Travelers Cos Inc. | 0.27% | 922 | $244K | No change |
| SPGI S&P Global Inc. | 0.27% | 468 | $238K | No change |
| SBAC SBA Communications Corp. | 0.26% | 1,071 | $236K | No change |
| ZTS Zoetis Inc. | 0.26% | 1,380 | $227K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 455 | $226K | No change |
| RMD Resmed Inc. | 0.25% | 986 | $221K | No change |
| DOV Dover Corp. | 0.24% | 1,213 | $213K | No change |