| NVDA Nvidia Corp. | 6.59% | 153,973 | $18.7M | Add +0.6% |
| AAPL Apple Inc. | 3.88% | 47,247 | $11.0M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 2.61% | 8,358 | $7.4M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.60% | 39,572 | $7.4M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.43% | 14,964 | $6.9M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 2.42% | 11,735 | $6.9M | Reduce -2.0% |
| MSFT Microsoft Corp. | 2.35% | 15,501 | $6.7M | Add +2.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.19% | 67,577 | $6.2M | Add +1861.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.89% | 44,962 | $5.4M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.65% | 28,292 | $4.7M | Add +0.6% |
| QCOM Qualcomm Inc. | 1.54% | 25,739 | $4.4M | Add +4.3% |
| AMD Advanced Micro Devices | 1.40% | 24,249 | $4.0M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 1.37% | 22,523 | $3.9M | Add +2.0% |
| TGT Target Corp. | 1.32% | 24,005 | $3.7M | Add +10.6% |
| V Visa Inc. Class A | 1.32% | 13,597 | $3.7M | Reduce -1.7% |
| FAST Fastenal Co. | 1.30% | 51,631 | $3.7M | Add +2.5% |
| REGN Regeneron Pharmaceuticals | 1.27% | 3,432 | $3.6M | Add +2.7% |
| TXN Texas Instruments Inc. | 1.26% | 17,356 | $3.6M | Add +0.5% |
| LRCX Lam Research Corp. | 1.25% | 4,358 | $3.6M | Add +11.8% |
| HD Home Depot Inc. | 1.25% | 8,726 | $3.5M | Add +3.5% |
| PSA Public Storage | 1.18% | 9,218 | $3.4M | Add +3.9% |
| XEL Xcel Energy Inc. | 1.17% | 50,789 | $3.3M | Add +2.2% |
| RTX RTX Corp. | 1.12% | 26,360 | $3.2M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 1.11% | 18,919 | $3.2M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.11% | 26,861 | $3.2M | Add +4.0% |
| CME Cme Group Inc. | 1.11% | 14,304 | $3.2M | Add +4.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.10% | 3,728 | $3.1M | Add +18.0% |
| NEE Nextera Energy Inc. | 1.07% | 35,816 | $3.0M | Add +0.0% |
| ACN Accenture PLC Class A | 1.07% | 8,559 | $3.0M | Add +1.2% |
| OMC Omnicom Group | 1.05% | 28,827 | $3.0M | Add +0.3% |
| ABT Abbott Laboratories | 1.01% | 25,240 | $2.9M | Add +2.3% |
| LMT Lockheed Martin Corp. | 1.00% | 4,868 | $2.8M | Reduce -2.1% |
| FDS Factset Research Systems Inc. | 0.94% | 5,816 | $2.7M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 0.92% | 2,946 | $2.6M | Reduce -4.1% |
| AMT American Tower Corp. | 0.92% | 11,169 | $2.6M | Add +4.6% |
| DUK Duke Energy Corp. | 0.88% | 21,602 | $2.5M | Add +4.0% |
| STLD Steel Dynamics Inc. | 0.88% | 19,737 | $2.5M | Add +5.3% |
| ISRG Intuitive Surgical Inc. | 0.85% | 4,937 | $2.4M | Add +1.2% |
| WSM Williams-Sonoma Inc. | 0.82% | 14,949 | $2.3M | Add +4.5% |
| ADBE Adobe Inc. | 0.79% | 4,335 | $2.2M | Add +8.8% |
| BX Blackstone Inc. | 0.79% | 14,633 | $2.2M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.78% | 13,681 | $2.2M | Reduce -23.8% |
| CSCO Cisco Systems Inc. | 0.77% | 40,978 | $2.2M | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.74% | 12,121 | $2.1M | Reduce -3.5% |
| SHW The Sherwin-Williams Co. | 0.73% | 5,452 | $2.1M | Add +2.6% |
| INTU Intuit Inc. | 0.72% | 3,302 | $2.1M | Reduce -2.3% |
| DVN Devon Energy Corp. | 0.70% | 50,959 | $2.0M | Add +8.9% |
| GNRC Generac Holdings Inc. | 0.69% | 12,298 | $2.0M | Add +8.2% |
| SNPS Synopsys Inc. | 0.67% | 3,737 | $1.9M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.67% | 8,971 | $1.9M | Add +5.2% |
| PEP Pepsico Inc. | 0.66% | 11,104 | $1.9M | Add +6.4% |
| DLR Digital Realty Trust Inc. | 0.66% | 11,599 | $1.9M | Add +10.1% |
| KO The Coca-Cola Co. | 0.65% | 25,698 | $1.8M | Add +0.9% |
| VLO Valero Energy Corp. | 0.61% | 12,856 | $1.7M | Add +8.2% |
| MRK Merck & Co. Inc. | 0.60% | 15,114 | $1.7M | Add +3.8% |
| CMI Cummins Inc. | 0.60% | 5,285 | $1.7M | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.60% | 14,564 | $1.7M | Add +4.8% |
| SONY Sony Group Corp. - SP ADR | 0.58% | 17,026 | $1.6M | Reduce -0.2% |
| MKTX Marketaxess Holdings Inc. | 0.57% | 6,293 | $1.6M | Add +17.3% |
| TSLA Tesla Inc. | 0.56% | 6,091 | $1.6M | Reduce -2.1% |
| GGG Graco Inc. | 0.53% | 17,192 | $1.5M | Add +4.5% |
| KLAC KLA Corp. | 0.53% | 1,934 | $1.5M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 2,935 | $1.4M | Reduce -2.9% |
| UPS United Parcel Service Class B | 0.50% | 10,322 | $1.4M | Add +11.9% |
| WM Waste Management Inc. | 0.49% | 6,771 | $1.4M | Add +0.1% |
| USB US Bancorp | 0.49% | 30,704 | $1.4M | Reduce -13.3% |
| GIS General Mills Inc. | 0.48% | 18,603 | $1.4M | Add +1.6% |
| LEN Lennar Corp. Class A | 0.46% | 7,020 | $1.3M | Add +4.5% |
| MCD McDonald's Corp. | 0.46% | 4,290 | $1.3M | Add +2.9% |
| ENPH Enphase Energy Inc. | 0.45% | 11,350 | $1.3M | Reduce -1.1% |
| BMY Bristol-Myers Squibb Co. | 0.45% | 24,747 | $1.3M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.44% | 2,532 | $1.3M | Reduce -2.2% |
| PKG Packaging Corp. of America | 0.42% | 5,553 | $1.2M | Reduce -15.8% |
| NTRS Northern Trust Corp. | 0.42% | 13,096 | $1.2M | Add +41.7% |
| GLW Corning Inc. | 0.39% | 24,607 | $1.1M | Reduce -13.0% |
| CAT Caterpillar Inc. | 0.38% | 2,736 | $1.1M | Add +4.3% |
| NKE Nike Inc. Class B | 0.37% | 11,912 | $1.1M | Reduce -21.3% |
| ALB Albemarle Corp. | 0.36% | 10,930 | $1.0M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.36% | 5,221 | $1.0M | Reduce -11.5% |
| SO The Southern Co. | 0.36% | 11,327 | $1.0M | Add +12.1% |
| ADP Automatic Data Processing | 0.35% | 3,610 | $999K | Add +16.6% |
| WELL Welltower Inc. | 0.34% | 7,589 | $972K | Add +0.3% |
| AMAT Applied Materials Inc. | 0.34% | 4,734 | $957K | Add +252.0% |
| CMCSA Comcast Corp. Class A | 0.33% | 22,717 | $949K | Add +41.5% |
| MU Micron Technology Inc. | 0.29% | 8,044 | $834K | Add +0.0% |
| BAX Baxter International Inc. | 0.28% | 20,956 | $796K | Add +159.9% |
| CDNS Cadence Design SYS Inc. | 0.27% | 2,845 | $771K | Add +0.3% |
| SNA Snap-on Inc. | 0.27% | 2,642 | $765K | Add +0.8% |
| CB Chubb Ltd. | 0.27% | 2,624 | $758K | Reduce -1.4% |
| LULU Lululemon Athletica Inc. | 0.25% | 2,654 | $720K | Add +113.9% |
| DE Deere & Co. | 0.24% | 1,666 | $696K | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 0.24% | 1,167 | $673K | Reduce -15.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.23% | 6,040 | $662K | Reduce -26.7% |
| MAR Marriott International Class A | 0.23% | 2,650 | $659K | Add +0.2% |
| CVX Chevron Corp. | 0.23% | 4,346 | $640K | Reduce -1.1% |
| TRV The Travelers Cos Inc. | 0.22% | 2,655 | $622K | Add +1.8% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.22% | 3,503 | $619K | Reduce -0.4% |
| ROK Rockwell Automation Inc. | 0.21% | 2,245 | $603K | Reduce -2.8% |
| ELV Elevance Health Inc. | 0.21% | 1,126 | $586K | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.20% | 5,848 | $570K | Reduce -4.3% |
| AZO AutoZone Inc. | 0.20% | 180 | $567K | Reduce -2.2% |
| COP Conocophillips | 0.20% | 5,361 | $564K | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.20% | 6,650 | $557K | No change |
| UNP Union Pacific Corp. | 0.20% | 2,249 | $555K | Add +1.9% |
| NOW ServiceNow Inc. | 0.19% | 615 | $550K | Add +9.8% |
| NUE Nucor Corp. | 0.19% | 3,655 | $550K | Add +59.1% |
| ICE Intercontinental Exchange Inc. | 0.19% | 3,411 | $548K | Add +30.1% |
| CMG Chipotle Mexican Grill Inc. | 0.19% | 9,390 | $541K | New |
| CG The Carlyle Group Inc. | 0.19% | 12,213 | $526K | Add +0.0% |
| ARCC Ares Capital Corp. | 0.18% | 25,078 | $525K | Add +11.6% |
| HRL Hormel Foods Corp. | 0.18% | 16,365 | $519K | Add +0.7% |
| NOC Northrop Grumman Corp. | 0.18% | 953 | $503K | Add +0.4% |
| LYB Lyondellbasell Indu Class A | 0.17% | 5,177 | $497K | Add +117.8% |
| SYK Stryker Corp. | 0.17% | 1,366 | $494K | Add +0.1% |
| EQIX Equinix Inc. | 0.17% | 540 | $479K | Add +0.2% |
| NRG NRG Energy Inc. | 0.17% | 5,253 | $478K | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 1,680 | $476K | Reduce -3.1% |
| SMOT Vaneck Morningstar Smid Moat | 0.17% | 13,379 | $469K | Reduce -8.9% |
| ETR Entergy Corp. | 0.16% | 3,556 | $468K | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.16% | 883 | $466K | No change |
| CPRT Copart Inc. | 0.16% | 8,609 | $451K | No change |
| SMCI Super Micro Computer Inc. | 0.16% | 1,075 | $448K | Add +152.9% |
| ORLY O'reilly Automotive Inc. | 0.16% | 388 | $447K | No change |
| FSLR First Solar Inc. | 0.15% | 1,745 | $435K | Add +7.4% |
| ADSK Autodesk Inc. | 0.15% | 1,567 | $432K | Add +28.8% |
| DVY iShares Select Dividend ETF | 0.15% | 3,149 | $425K | Reduce -29.0% |
| STX Seagate Technology Holdings | 0.15% | 3,848 | $422K | Add +0.6% |
| NFLX Netflix Inc. | 0.15% | 593 | $421K | Add +82.5% |
| MMM 3M Co. | 0.15% | 3,065 | $419K | Add +0.2% |
| ZTS Zoetis Inc. | 0.14% | 2,065 | $403K | Add +0.2% |
| BSCO Invesco Bulletshares 2024 CB | 0.14% | 18,902 | $399K | Add +0.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 4,060 | $394K | No change |
| NVS Novartis AG-Sponsored ADR | 0.13% | 3,249 | $374K | No change |
| PSX Phillips 66 | 0.13% | 2,839 | $373K | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.13% | 1,319 | $357K | Add +0.4% |
| MDT Medtronic PLC | 0.12% | 3,891 | $350K | Add +0.1% |
| AFL Aflac Inc. | 0.12% | 3,106 | $347K | Add +0.2% |
| WFC Wells Fargo & Co. | 0.12% | 6,025 | $340K | Add +0.7% |
| URI United Rentals Inc. | 0.12% | 410 | $332K | New |
| ADI Analog Devices Inc. | 0.11% | 1,405 | $324K | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,305 | $316K | No change |
| LIN Linde PLC | 0.11% | 655 | $313K | Add +4.3% |
| WAT Waters Corp. | 0.11% | 868 | $312K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 3,759 | $312K | Reduce -24.2% |
| HSY The Hershey Co. | 0.11% | 1,602 | $307K | Add +0.7% |
| EMR Emerson Electric Co. | 0.11% | 2,800 | $306K | Reduce -1.8% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 2,614 | $306K | Add +0.1% |
| LHX L3HARRIS Technologies Inc. | 0.11% | 1,282 | $305K | Add +0.3% |
| SYY Sysco Corp. | 0.11% | 3,852 | $301K | Add +3.2% |
| O Realty Income Corp. | 0.11% | 4,716 | $299K | Add +0.4% |
| HON Honeywell International Inc. | 0.10% | 1,433 | $297K | Add +2.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.10% | 3,551 | $292K | Add +0.5% |
| DOC Healthpeak Properties Inc. | 0.10% | 12,634 | $289K | Reduce -9.9% |
| AEP American Electric Power | 0.10% | 2,805 | $288K | Add +10.7% |
| MRSH Marsh & McLennan Cos | 0.10% | 1,285 | $287K | Reduce -5.9% |
| SDVY First Trust Smid Cap Rising | 0.10% | 7,803 | $284K | Add +3.3% |
| PLD Prologis Inc. | 0.10% | 2,231 | $282K | No change |
| EXR Extra Space Storage Inc. | 0.09% | 1,481 | $267K | No change |
| INTC Intel Corp. | 0.09% | 11,361 | $267K | Reduce -29.4% |
| HDB HDFC Bank Ltd.-ADR | 0.09% | 4,202 | $263K | Reduce -3.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.09% | 4,953 | $262K | Reduce -18.3% |
| DCI Donaldson Co. Inc. | 0.09% | 3,546 | $261K | Add +0.2% |
| CRM Salesforce Inc. | 0.09% | 952 | $261K | Reduce -5.7% |
| RY Royal Bank of Canada | 0.09% | 2,075 | $259K | Add +0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 2,200 | $258K | No change |
| ED Consolidated Edison Inc. | 0.09% | 2,464 | $257K | Add +0.8% |
| PWR Quanta Services Inc. | 0.09% | 850 | $253K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 2,127 | $253K | New |
| CMS CMS Energy Corp. | 0.08% | 3,271 | $231K | New |
| NI Nisource Inc. | 0.08% | 6,655 | $231K | New |
| D Dominion Energy Inc. | 0.08% | 3,876 | $224K | New |
| AXP American Express Co. | 0.08% | 806 | $219K | New |
| GSK GSK PLC-Spon ADR | 0.08% | 5,308 | $217K | Add +1.0% |
| EXC Exelon Corp. | 0.07% | 5,252 | $213K | New |
| TXT Textron Inc. | 0.07% | 2,397 | $212K | Reduce -36.9% |
| PPL PPL Corp. | 0.07% | 6,387 | $211K | New |
| VZ Verizon Communications Inc. | 0.07% | 4,682 | $210K | Reduce -24.4% |
| CARR Carrier Global Corp. | 0.07% | 2,593 | $209K | New |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 5,575 | $207K | New |
| EPD Enterprise Products Partners | 0.07% | 7,048 | $205K | Reduce -9.6% |
| ALE Allete Inc. | 0.07% | 3,176 | $204K | New |
| EW Edwards Lifesciences Corp. | 0.07% | 3,070 | $203K | Reduce -32.8% |
| GS Goldman Sachs Group Inc. | 0.07% | 404 | $200K | New |
| SBRA Sabra Health Care REIT Inc. | 0.07% | 10,181 | $189K | No change |
| ASX Ase Technology Holding -ADR | 0.06% | 17,180 | $168K | Add +2.6% |
| MFA Mfa Financial Inc. | 0.05% | 10,195 | $130K | Add +0.5% |
| ALTM Arcadium Lithium PLC | 0.04% | 39,270 | $112K | Reduce -19.3% |
| SAN Banco Santander SA-Spon ADR | 0.03% | 14,174 | $72K | Reduce -12.8% |