| NVDA Nvidia Corp. | 5.89% | 16,330 | $14.7M | Reduce -6.1% |
| AAPL Apple Inc. | 3.63% | 52,754 | $9.0M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 2.85% | 39,425 | $7.1M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.57% | 15,306 | $6.4M | Add +0.7% |
| MSFT Microsoft Corp. | 2.52% | 14,951 | $6.3M | Add +3.0% |
| COST Costco Wholesale Corp. | 2.46% | 8,412 | $6.2M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 2.32% | 11,718 | $5.8M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.26% | 44,008 | $5.6M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.84% | 30,361 | $4.6M | Reduce -2.6% |
| AMD Advanced Micro Devices | 1.81% | 25,078 | $4.5M | Reduce -4.7% |
| QCOM Qualcomm Inc. | 1.70% | 25,040 | $4.2M | Add +2.0% |
| V Visa Inc. Class A | 1.57% | 13,999 | $3.9M | Reduce -0.3% |
| LRCX Lam Research Corp. | 1.55% | 3,981 | $3.9M | Add +2.8% |
| FAST Fastenal Co. | 1.46% | 47,268 | $3.6M | Add +4.5% |
| PG The Procter & Gamble Co. | 1.42% | 21,838 | $3.5M | Add +1.6% |
| TGT Target Corp. | 1.41% | 19,794 | $3.5M | Add +1.8% |
| HD Home Depot Inc. | 1.27% | 8,273 | $3.2M | Add +3.2% |
| REGN Regeneron Pharmaceuticals | 1.26% | 3,279 | $3.2M | Add +8.1% |
| JNJ Johnson & Johnson | 1.24% | 19,489 | $3.1M | Add +7.6% |
| GOOG Alphabet Inc. Class C | 1.21% | 19,863 | $3.0M | Add +0.1% |
| TXN Texas Instruments Inc. | 1.19% | 17,001 | $3.0M | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.16% | 2,985 | $2.9M | Add +3.1% |
| ACN Accenture PLC Class A | 1.16% | 8,326 | $2.9M | Reduce -0.7% |
| CME Cme Group Inc. | 1.15% | 13,303 | $2.9M | Add +18.8% |
| FDS Factset Research Systems Inc. | 1.13% | 6,224 | $2.8M | Add +1.1% |
| ABT Abbott Laboratories | 1.11% | 24,458 | $2.8M | Add +0.5% |
| OMC Omnicom Group | 1.11% | 28,715 | $2.8M | Add +2.0% |
| STLD Steel Dynamics Inc. | 1.11% | 18,654 | $2.8M | Add +4.0% |
| XEL Xcel Energy Inc. | 1.07% | 49,678 | $2.7M | Reduce -4.0% |
| RTX RTX Corp. | 1.03% | 26,480 | $2.6M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 24,610 | $2.5M | Add +4.9% |
| LLY Eli Lilly & Co. | 0.99% | 3,186 | $2.5M | Reduce -2.4% |
| PSA Public Storage | 0.95% | 8,184 | $2.4M | Add +9.2% |
| NEE Nextera Energy Inc. | 0.91% | 35,603 | $2.3M | Add +1.2% |
| INTU Intuit Inc. | 0.88% | 3,399 | $2.2M | Reduce -2.0% |
| SNPS Synopsys Inc. | 0.88% | 3,826 | $2.2M | Reduce -4.7% |
| WSM Williams-Sonoma Inc. | 0.86% | 6,773 | $2.2M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.84% | 42,055 | $2.1M | Add +31.4% |
| DVN Devon Energy Corp. | 0.82% | 41,022 | $2.1M | Add +37.3% |
| BX Blackstone Inc. | 0.82% | 15,616 | $2.1M | Add +2.9% |
| DUK Duke Energy Corp. | 0.80% | 20,769 | $2.0M | Add +3.6% |
| AMT American Tower Corp. | 0.79% | 9,917 | $2.0M | Add +7.8% |
| ISRG Intuitive Surgical Inc. | 0.78% | 4,883 | $1.9M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.76% | 14,439 | $1.9M | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 0.74% | 4,051 | $1.8M | Add +33.8% |
| ADBE Adobe Inc. | 0.73% | 3,625 | $1.8M | Add +3.1% |
| USB US Bancorp | 0.72% | 40,000 | $1.8M | Reduce -4.6% |
| AVGO Broadcom Inc. | 0.69% | 1,301 | $1.7M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.69% | 8,578 | $1.7M | Add +20.3% |
| SHW The Sherwin-Williams Co. | 0.65% | 4,647 | $1.6M | Add +13.1% |
| KO The Coca-Cola Co. | 0.64% | 26,128 | $1.6M | Add +4.3% |
| NKE Nike Inc. Class B | 0.61% | 16,283 | $1.5M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.61% | 8,676 | $1.5M | Add +39.4% |
| ALB Albemarle Corp. | 0.60% | 11,453 | $1.5M | Add +14.0% |
| SONY Sony Group Corp. - SP ADR | 0.60% | 17,600 | $1.5M | Reduce -3.3% |
| VLO Valero Energy Corp. | 0.60% | 8,780 | $1.5M | Add +15.3% |
| CMI Cummins Inc. | 0.60% | 5,069 | $1.5M | Add +11.3% |
| GGG Graco Inc. | 0.60% | 15,909 | $1.5M | Add +9.1% |
| WM Waste Management Inc. | 0.59% | 6,915 | $1.5M | Reduce -0.6% |
| ENPH Enphase Energy Inc. | 0.57% | 11,841 | $1.4M | Add +12.2% |
| GNRC Generac Holdings Inc. | 0.56% | 11,164 | $1.4M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 3,061 | $1.4M | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.54% | 11,586 | $1.3M | Add +95.3% |
| MA Mastercard Inc. Class A | 0.51% | 2,666 | $1.3M | Reduce -0.5% |
| GIS General Mills Inc. | 0.51% | 18,285 | $1.3M | Add +5.5% |
| KLAC KLA Corp. | 0.51% | 1,827 | $1.3M | Reduce -3.1% |
| UPS United Parcel Service Class B | 0.50% | 8,452 | $1.3M | Add +6.9% |
| BMY Bristol-Myers Squibb Co. | 0.49% | 22,716 | $1.2M | Add +57.2% |
| MCD McDonald's Corp. | 0.49% | 4,313 | $1.2M | Reduce -0.9% |
| DLR Digital Realty Trust Inc. | 0.48% | 8,389 | $1.2M | Add +21.3% |
| PKG Packaging Corp. of America | 0.47% | 6,116 | $1.2M | Add +8.3% |
| ABBV Abbvie Inc. | 0.46% | 6,333 | $1.2M | Reduce -11.3% |
| TSLA Tesla Inc. | 0.45% | 6,384 | $1.1M | Reduce -1.6% |
| GLW Corning Inc. | 0.42% | 32,392 | $1.1M | Reduce -13.4% |
| CAT Caterpillar Inc. | 0.38% | 2,621 | $960K | Reduce -1.6% |
| MU Micron Technology Inc. | 0.38% | 8,089 | $954K | Reduce -10.6% |
| CDNS Cadence Design SYS Inc. | 0.36% | 2,860 | $890K | Add +5.3% |
| LEN Lennar Corp. Class A | 0.33% | 4,844 | $833K | Add +71.0% |
| MKTX Marketaxess Holdings Inc. | 0.33% | 3,718 | $816K | Add +18.6% |
| ADP Automatic Data Processing | 0.33% | 3,263 | $815K | Add +8.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.31% | 8,935 | $781K | Reduce -1.6% |
| INTC Intel Corp. | 0.31% | 17,650 | $780K | Add +0.2% |
| SNA Snap-on Inc. | 0.30% | 2,562 | $759K | Add +5.4% |
| CVX Chevron Corp. | 0.29% | 4,570 | $721K | Add +4.9% |
| NTRS Northern Trust Corp. | 0.28% | 7,928 | $705K | Add +43.4% |
| WELL Welltower Inc. | 0.28% | 7,543 | $705K | Reduce -4.4% |
| HRL Hormel Foods Corp. | 0.28% | 20,026 | $695K | Reduce -1.5% |
| SO The Southern Co. | 0.28% | 9,615 | $690K | Add +33.4% |
| COP Conocophillips | 0.27% | 5,340 | $680K | Add +11.3% |
| ROK Rockwell Automation Inc. | 0.27% | 2,302 | $671K | Reduce -5.4% |
| DE Deere & Co. | 0.27% | 1,632 | $671K | Add +3.8% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.26% | 3,690 | $641K | Reduce -7.5% |
| MAR Marriott International Class A | 0.26% | 2,534 | $639K | No change |
| TRV The Travelers Cos Inc. | 0.25% | 2,762 | $635K | No change |
| AZO AutoZone Inc. | 0.25% | 199 | $627K | Add +4.2% |
| SBUX Starbucks Corp. | 0.25% | 6,785 | $620K | Reduce -2.6% |
| ELV Elevance Health Inc. | 0.24% | 1,159 | $602K | Reduce -1.8% |
| CG The Carlyle Group Inc. | 0.23% | 12,205 | $573K | Reduce -2.1% |
| STX Seagate Technology Holdings | 0.23% | 6,160 | $564K | Reduce -22.0% |
| LULU Lululemon Athletica Inc. | 0.23% | 1,441 | $563K | No change |
| CB Chubb Ltd. | 0.23% | 2,167 | $562K | Add +61.4% |
| CRM Salesforce Inc. | 0.22% | 1,846 | $556K | Reduce -7.3% |
| CMCSA Comcast Corp. Class A | 0.21% | 12,191 | $528K | Add +123.8% |
| BSX Boston Scientific Corp. | 0.20% | 7,405 | $507K | No change |
| SYK Stryker Corp. | 0.20% | 1,382 | $495K | Reduce -36.4% |
| CPRT Copart Inc. | 0.19% | 8,330 | $482K | Add +1.5% |
| BSCO Invesco Bulletshares 2024 CB | 0.19% | 22,415 | $470K | Reduce -9.5% |
| NOW ServiceNow Inc. | 0.19% | 610 | $465K | Reduce -9.0% |
| UNP Union Pacific Corp. | 0.18% | 1,870 | $460K | Add +21.0% |
| DVY iShares Select Dividend ETF | 0.18% | 3,735 | $460K | Reduce -8.8% |
| PSX Phillips 66 | 0.18% | 2,871 | $459K | Add +0.5% |
| EW Edwards Lifesciences Corp. | 0.18% | 4,735 | $452K | Reduce -1.1% |
| ARCC Ares Capital Corp. | 0.18% | 21,733 | $452K | Add +0.9% |
| MDT Medtronic PLC | 0.18% | 5,179 | $451K | Reduce -8.8% |
| NOC Northrop Grumman Corp. | 0.18% | 941 | $451K | Add +1.3% |
| ORLY O'reilly Automotive Inc. | 0.18% | 388 | $438K | No change |
| VOO Vanguard S&P 500 ETF | 0.17% | 1,000 | $425K | Add +13.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 3,419 | $419K | Reduce -17.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.16% | 4,494 | $404K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 5,399 | $395K | Add +22.2% |
| SMOT Vaneck Morningstar Smid Moat | 0.16% | 11,496 | $392K | New |
| NRG NRG Energy Inc. | 0.15% | 5,642 | $382K | Add +0.8% |
| WFC Wells Fargo & Co. | 0.15% | 6,553 | $380K | Add +1.4% |
| ETR Entergy Corp. | 0.15% | 3,550 | $375K | Add +5.8% |
| TXT Textron Inc. | 0.15% | 3,818 | $366K | No change |
| EQIX Equinix Inc. | 0.14% | 437 | $361K | Add +0.2% |
| HDB HDFC Bank Ltd.-ADR | 0.14% | 6,326 | $354K | Reduce -25.7% |
| ZTS Zoetis Inc. | 0.14% | 2,085 | $348K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.14% | 1,348 | $343K | Reduce -8.1% |
| ATKR Atkore Inc. | 0.13% | 1,683 | $320K | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.13% | 1,516 | $312K | Reduce -6.0% |
| UTHR United Therapeutics Corp. | 0.13% | 1,358 | $312K | No change |
| HSY The Hershey Co. | 0.12% | 1,601 | $311K | New |
| NVS Novartis AG-Sponsored ADR | 0.12% | 3,203 | $310K | Add +18.5% |
| EXPD Expeditors Intl Wash Inc. | 0.12% | 2,544 | $309K | Reduce -4.7% |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 2,700 | $308K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 6,106 | $306K | Add +7.4% |
| WAT Waters Corp. | 0.12% | 888 | $306K | No change |
| IJR iShares Core S&P Small-Cap E | 0.12% | 2,706 | $299K | Add +0.1% |
| DOC Healthpeak Properties Inc. | 0.12% | 15,812 | $297K | Reduce -13.9% |
| SYY Sysco Corp. | 0.12% | 3,636 | $295K | Add +0.4% |
| PLD Prologis Inc. | 0.12% | 2,247 | $293K | No change |
| MS Morgan Stanley | 0.12% | 3,046 | $287K | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 0.11% | 2,075 | $285K | New |
| HON Honeywell International Inc. | 0.11% | 1,384 | $284K | Add +0.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.11% | 9,513 | $283K | No change |
| SMCI Super Micro Computer Inc. | 0.11% | 279 | $282K | New |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,305 | $279K | No change |
| ADI Analog Devices Inc. | 0.11% | 1,409 | $279K | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.11% | 2,443 | $277K | Add +9.3% |
| O Realty Income Corp. | 0.11% | 5,070 | $274K | Add +0.5% |
| LHX L3HARRIS Technologies Inc. | 0.11% | 1,275 | $272K | Reduce -7.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.11% | 3,513 | $270K | Add +0.5% |
| FSLR First Solar Inc. | 0.11% | 1,595 | $269K | New |
| LIN Linde PLC | 0.11% | 574 | $266K | Reduce -2.4% |
| AFL Aflac Inc. | 0.11% | 3,089 | $265K | Add +0.5% |
| DCI Donaldson Co. Inc. | 0.11% | 3,535 | $264K | Add +0.3% |
| NUE Nucor Corp. | 0.11% | 1,331 | $263K | New |
| ALTM Arcadium Lithium PLC | 0.10% | 60,656 | $261K | New |
| DG Dollar General Corp. | 0.10% | 1,657 | $259K | Add +10.3% |
| VZ Verizon Communications Inc. | 0.10% | 6,722 | $257K | Reduce -19.6% |
| AMAT Applied Materials Inc. | 0.10% | 1,162 | $240K | New |
| CAG Conagra Brands Inc. | 0.09% | 7,982 | $237K | Reduce -6.2% |
| MGM MGM Resorts International | 0.09% | 4,791 | $226K | Reduce -6.3% |
| EPD Enterprise Products Partners | 0.09% | 7,719 | $225K | Add +1.1% |
| GSK GSK PLC-Spon ADR | 0.09% | 5,205 | $223K | Reduce -6.2% |
| PWR Quanta Services Inc. | 0.09% | 850 | $221K | New |
| ED Consolidated Edison Inc. | 0.09% | 2,423 | $220K | Add +0.9% |
| AEP American Electric Power | 0.09% | 2,496 | $215K | Add +0.5% |
| RY Royal Bank of Canada | 0.09% | 2,116 | $213K | Reduce -10.8% |
| ASX Ase Technology Holding -ADR | 0.07% | 16,744 | $184K | No change |
| SBRA Sabra Health Care REIT Inc. | 0.06% | 10,181 | $150K | No change |
| MFA Mfa Financial Inc. | 0.05% | 10,085 | $115K | Add +0.5% |
| SAN Banco Santander SA-Spon ADR | 0.03% | 16,174 | $78K | Reduce -29.1% |
| CHIMERA INVT CORP | 0.02% | 12,764 | $59K | Add +0.3% |