| NVDA Nvidia Corp. | 7.35% | 151,149 | $20.3M | Reduce -1.8% |
| AAPL Apple Inc. | 4.03% | 44,481 | $11.1M | Reduce -5.8% |
| AMZN Amazon.com Inc. | 3.09% | 38,863 | $8.5M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 2.79% | 8,398 | $7.7M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.46% | 14,997 | $6.8M | Add +0.2% |
| MSFT Microsoft Corp. | 2.42% | 15,875 | $6.7M | Add +2.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.99% | 60,187 | $5.5M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 1.86% | 27,183 | $5.1M | Reduce -3.9% |
| QCOM Qualcomm Inc. | 1.51% | 27,231 | $4.2M | Add +5.8% |
| FAST Fastenal Co. | 1.38% | 53,044 | $3.8M | Add +2.7% |
| PG The Procter & Gamble Co. | 1.37% | 22,639 | $3.8M | Add +0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.35% | 43,482 | $3.7M | Reduce -3.3% |
| V Visa Inc. Class A | 1.33% | 11,639 | $3.7M | Reduce -14.4% |
| GOOG Alphabet Inc. Class C | 1.31% | 18,995 | $3.6M | Add +0.4% |
| HD Home Depot Inc. | 1.26% | 8,946 | $3.5M | Add +2.5% |
| TGT Target Corp. | 1.26% | 25,685 | $3.5M | Add +7.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.25% | 4,988 | $3.5M | Add +33.8% |
| XEL Xcel Energy Inc. | 1.25% | 51,124 | $3.5M | Add +0.7% |
| LRCX Lam Research Corp. | 1.24% | 47,570 | $3.4M | Add +9.2% |
| BKLC BNY Mellon US LRG Cap Cor | 1.23% | 30,354 | $3.4M | New |
| CME Cme Group Inc. | 1.23% | 14,638 | $3.4M | Add +2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.20% | 27,551 | $3.3M | Add +2.6% |
| TXN Texas Instruments Inc. | 1.18% | 17,411 | $3.3M | Add +0.3% |
| AMD Advanced Micro Devices | 1.07% | 24,506 | $3.0M | Add +1.1% |
| RTX RTX Corp. | 1.07% | 25,493 | $3.0M | Reduce -3.3% |
| ACN Accenture PLC Class A | 1.06% | 8,345 | $2.9M | Reduce -2.5% |
| ABT Abbott Laboratories | 1.06% | 25,863 | $2.9M | Add +2.5% |
| PSA Public Storage | 1.06% | 9,749 | $2.9M | Add +5.8% |
| REGN Regeneron Pharmaceuticals | 1.00% | 3,896 | $2.8M | Add +13.5% |
| AVGO Broadcom Inc. | 0.99% | 11,846 | $2.7M | Reduce -2.3% |
| FDS Factset Research Systems Inc. | 0.96% | 5,537 | $2.7M | Reduce -4.8% |
| WSM Williams-Sonoma Inc. | 0.93% | 13,850 | $2.6M | Reduce -7.3% |
| NEE Nextera Energy Inc. | 0.92% | 35,611 | $2.6M | Reduce -0.6% |
| OMC Omnicom Group | 0.92% | 29,648 | $2.6M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.90% | 4,755 | $2.5M | Reduce -3.7% |
| DUK Duke Energy Corp. | 0.88% | 22,592 | $2.4M | Add +4.6% |
| STLD Steel Dynamics Inc. | 0.87% | 21,182 | $2.4M | Add +7.3% |
| CSCO Cisco Systems Inc. | 0.87% | 40,619 | $2.4M | Reduce -0.9% |
| DLR Digital Realty Trust Inc. | 0.86% | 13,331 | $2.4M | Add +14.9% |
| BX Blackstone Inc. | 0.85% | 13,681 | $2.4M | Reduce -6.5% |
| GNRC Generac Holdings Inc. | 0.81% | 14,428 | $2.2M | Add +17.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 9,303 | $2.2M | Add +3.7% |
| LLY Eli Lilly & Co. | 0.77% | 2,736 | $2.1M | Reduce -7.1% |
| ADBE Adobe Inc. | 0.76% | 4,715 | $2.1M | Add +8.8% |
| INTU Intuit Inc. | 0.75% | 3,274 | $2.1M | Reduce -0.8% |
| AMT American Tower Corp. | 0.74% | 11,207 | $2.1M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.73% | 4,147 | $2.0M | Reduce -14.8% |
| VLO Valero Energy Corp. | 0.69% | 15,520 | $1.9M | Add +20.7% |
| SHW The Sherwin-Williams Co. | 0.69% | 5,574 | $1.9M | Add +2.2% |
| CMI Cummins Inc. | 0.67% | 5,310 | $1.9M | Add +0.5% |
| SNPS Synopsys Inc. | 0.66% | 3,750 | $1.8M | Add +0.3% |
| DVN Devon Energy Corp. | 0.65% | 55,013 | $1.8M | Add +8.0% |
| PEP Pepsico Inc. | 0.64% | 11,583 | $1.8M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.63% | 16,210 | $1.7M | Add +11.3% |
| UNH Unitedhealth Group Inc. | 0.62% | 3,406 | $1.7M | Reduce -71.0% |
| SONY Sony Group Corp. - SP ADR | 0.61% | 80,206 | $1.7M | Reduce -5.8% |
| GGG Graco Inc. | 0.56% | 18,479 | $1.6M | Add +7.5% |
| MKTX Marketaxess Holdings Inc. | 0.55% | 6,724 | $1.5M | Add +6.8% |
| KO The Coca-Cola Co. | 0.55% | 24,328 | $1.5M | Reduce -5.3% |
| UPS United Parcel Service Class B | 0.55% | 11,985 | $1.5M | Add +16.1% |
| BMY Bristol-Myers Squibb Co. | 0.52% | 25,248 | $1.4M | Add +2.0% |
| USB US Bancorp | 0.51% | 29,238 | $1.4M | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 2,723 | $1.4M | Reduce -7.2% |
| NTRS Northern Trust Corp. | 0.50% | 13,549 | $1.4M | Add +3.5% |
| WM Waste Management Inc. | 0.50% | 6,778 | $1.4M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.48% | 13,232 | $1.3M | Reduce -12.4% |
| PKG Packaging Corp. of America | 0.45% | 5,547 | $1.2M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.45% | 4,299 | $1.2M | Add +0.2% |
| KLAC KLA Corp. | 0.44% | 1,929 | $1.2M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.43% | 2,280 | $1.2M | Reduce -9.9% |
| TSLA Tesla Inc. | 0.42% | 2,891 | $1.2M | Reduce -52.5% |
| LULU Lululemon Athletica Inc. | 0.42% | 3,031 | $1.2M | Add +14.2% |
| GLW Corning Inc. | 0.39% | 22,888 | $1.1M | Reduce -7.0% |
| GIS General Mills Inc. | 0.39% | 16,995 | $1.1M | Reduce -8.6% |
| LEN Lennar Corp. Class A | 0.39% | 7,847 | $1.1M | Add +11.8% |
| ADP Automatic Data Processing | 0.38% | 3,616 | $1.1M | Add +0.2% |
| ARCC Ares Capital Corp. | 0.38% | 47,957 | $1.0M | Add +91.2% |
| SO The Southern Co. | 0.38% | 12,698 | $1.0M | Add +12.1% |
| CAT Caterpillar Inc. | 0.38% | 2,880 | $1.0M | Add +5.3% |
| CEG Constellation Energy | 0.37% | 4,556 | $1.0M | New |
| AMAT Applied Materials Inc. | 0.36% | 6,133 | $998K | Add +29.6% |
| WELL Welltower Inc. | 0.35% | 7,607 | $959K | Add +0.2% |
| SNA Snap-on Inc. | 0.33% | 2,657 | $902K | Add +0.6% |
| CB Chubb Ltd. | 0.32% | 3,165 | $875K | Add +20.6% |
| CDNS Cadence Design SYS Inc. | 0.31% | 2,845 | $855K | No change |
| ALB Albemarle Corp. | 0.31% | 9,877 | $850K | Reduce -9.6% |
| CMCSA Comcast Corp. Class A | 0.30% | 22,301 | $837K | Reduce -1.8% |
| NFLX Netflix Inc. | 0.28% | 868 | $774K | Add +46.4% |
| ABBV Abbvie Inc. | 0.27% | 4,176 | $742K | Reduce -20.0% |
| ENPH Enphase Energy Inc. | 0.27% | 10,735 | $737K | Reduce -5.4% |
| MPWR Monolithic Power Systems Inc. | 0.26% | 1,231 | $728K | New |
| MAR Marriott International Class A | 0.25% | 2,513 | $701K | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,168 | $688K | Add +0.1% |
| SMOT Vaneck Morningstar Smid Moat | 0.25% | 19,679 | $678K | Add +47.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.24% | 5,740 | $675K | Reduce -5.0% |
| DE Deere & Co. | 0.24% | 1,579 | $669K | Reduce -5.2% |
| UNP Union Pacific Corp. | 0.24% | 2,915 | $664K | Add +29.6% |
| CVX Chevron Corp. | 0.24% | 4,501 | $652K | Add +3.6% |
| NOW ServiceNow Inc. | 0.24% | 615 | $652K | No change |
| ROK Rockwell Automation Inc. | 0.23% | 2,252 | $643K | Add +0.3% |
| BAX Baxter International Inc. | 0.23% | 21,782 | $635K | Add +3.9% |
| MU Micron Technology Inc. | 0.23% | 7,473 | $629K | Reduce -7.1% |
| TRV The Travelers Cos Inc. | 0.23% | 2,602 | $627K | Reduce -2.0% |
| CG The Carlyle Group Inc. | 0.22% | 12,081 | $610K | Reduce -1.1% |
| LYB Lyondellbasell Indu Class A | 0.22% | 8,175 | $607K | Add +57.9% |
| EQIX Equinix Inc. | 0.22% | 642 | $604K | Add +18.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.22% | 3,428 | $601K | Reduce -2.1% |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 9,950 | $600K | Add +6.0% |
| ICE Intercontinental Exchange Inc. | 0.21% | 3,876 | $578K | Add +13.6% |
| AZO AutoZone Inc. | 0.21% | 178 | $570K | Reduce -1.1% |
| BSX Boston Scientific Corp. | 0.20% | 6,330 | $565K | Reduce -4.8% |
| ETR Entergy Corp. | 0.20% | 7,143 | $542K | Add +0.4% |
| COP Conocophillips | 0.19% | 5,376 | $533K | Add +0.3% |
| SDVY First Trust Smid Cap Rising | 0.19% | 14,473 | $519K | Add +85.5% |
| NKE Nike Inc. Class B | 0.19% | 6,848 | $518K | Reduce -42.5% |
| NUE Nucor Corp. | 0.18% | 4,376 | $511K | Add +19.7% |
| CPRT Copart Inc. | 0.18% | 8,552 | $491K | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,693 | $490K | Add +0.8% |
| HRL Hormel Foods Corp. | 0.17% | 15,236 | $478K | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 0.17% | 883 | $476K | No change |
| SYK Stryker Corp. | 0.17% | 1,306 | $471K | Reduce -4.4% |
| ORLY O'reilly Automotive Inc. | 0.17% | 388 | $460K | No change |
| ADSK Autodesk Inc. | 0.16% | 1,537 | $454K | Reduce -1.9% |
| NOC Northrop Grumman Corp. | 0.16% | 949 | $446K | Reduce -0.4% |
| URI United Rentals Inc. | 0.16% | 624 | $440K | Add +52.2% |
| SBUX Starbucks Corp. | 0.16% | 4,823 | $440K | Reduce -17.5% |
| WFC Wells Fargo & Co. | 0.15% | 5,904 | $415K | Reduce -2.0% |
| NRG NRG Energy Inc. | 0.14% | 4,441 | $401K | Reduce -15.5% |
| MMM 3M Co. | 0.14% | 3,065 | $396K | No change |
| DVY iShares Select Dividend ETF | 0.14% | 2,958 | $388K | Reduce -6.1% |
| GSBD Goldman Sachs BDC Inc. | 0.14% | 31,677 | $383K | New |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 4,060 | $376K | No change |
| JNJ Johnson & Johnson | 0.13% | 2,487 | $359K | Reduce -81.8% |
| EMR Emerson Electric Co. | 0.13% | 2,860 | $354K | Add +2.1% |
| SMCI Super Micro Computer Inc. | 0.13% | 11,350 | $346K | New |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,305 | $336K | No change |
| ZTS Zoetis Inc. | 0.12% | 2,008 | $327K | Reduce -2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 3,704 | $326K | Reduce -1.5% |
| PSX Phillips 66 | 0.12% | 2,854 | $325K | Add +0.5% |
| AFL Aflac Inc. | 0.12% | 3,113 | $322K | Add +0.2% |
| HON Honeywell International Inc. | 0.12% | 1,421 | $321K | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 3,249 | $316K | No change |
| LOW Lowe's Cos Inc. | 0.11% | 1,246 | $308K | Reduce -5.5% |
| FSLR First Solar Inc. | 0.11% | 1,745 | $308K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 4,060 | $307K | Reduce -27.2% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 2,627 | $303K | Add +0.5% |
| MDT Medtronic PLC | 0.11% | 3,739 | $299K | Reduce -3.9% |
| ADI Analog Devices Inc. | 0.11% | 1,377 | $293K | Reduce -2.0% |
| STX Seagate Technology Holdings | 0.11% | 3,370 | $291K | Reduce -12.4% |
| MRSH Marsh & McLennan Cos | 0.11% | 1,367 | $290K | Add +6.4% |
| SYY Sysco Corp. | 0.10% | 3,737 | $286K | Reduce -3.0% |
| WAT Waters Corp. | 0.10% | 763 | $283K | Reduce -12.1% |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 2,200 | $279K | No change |
| CRM Salesforce Inc. | 0.10% | 833 | $279K | Reduce -12.5% |
| HSY The Hershey Co. | 0.10% | 1,614 | $273K | Add +0.8% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 1,285 | $271K | Add +0.2% |
| PWR Quanta Services Inc. | 0.10% | 850 | $269K | No change |
| LIN Linde PLC | 0.10% | 630 | $264K | Reduce -3.8% |
| AEP American Electric Power | 0.09% | 2,832 | $261K | Add +1.0% |
| O Realty Income Corp. | 0.09% | 4,734 | $253K | Add +0.4% |
| RY Royal Bank of Canada | 0.09% | 2,085 | $251K | Add +0.5% |
| NI Nisource Inc. | 0.09% | 6,703 | $246K | Add +0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.09% | 4,774 | $244K | Reduce -3.6% |
| AXP American Express Co. | 0.09% | 807 | $240K | Add +0.1% |
| DCI Donaldson Co. Inc. | 0.09% | 3,556 | $239K | Add +0.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.09% | 3,133 | $239K | Reduce -11.8% |
| PLD Prologis Inc. | 0.09% | 2,233 | $236K | Add +0.1% |
| CCI Crown Castle Inc. | 0.08% | 2,543 | $231K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 2,127 | $224K | No change |
| EPD Enterprise Products Partners | 0.08% | 7,128 | $224K | Add +1.1% |
| ED Consolidated Edison Inc. | 0.08% | 2,486 | $222K | Add +0.9% |
| EXR Extra Space Storage Inc. | 0.08% | 1,481 | $222K | No change |
| CMS CMS Energy Corp. | 0.08% | 3,296 | $220K | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 1,101 | $217K | New |
| PPL PPL Corp. | 0.08% | 6,437 | $209K | Add +0.8% |
| ALE Allete Inc. | 0.08% | 3,210 | $208K | Add +1.1% |
| ULTA Ulta Beauty Inc. | 0.07% | 474 | $206K | New |
| D Dominion Energy Inc. | 0.07% | 3,816 | $206K | Reduce -1.6% |
| DOC Healthpeak Properties Inc. | 0.07% | 10,121 | $205K | Reduce -19.9% |
| ALTM Arcadium Lithium PLC | 0.07% | 36,264 | $186K | Reduce -7.7% |
| ASX Ase Technology Holding -ADR | 0.06% | 17,180 | $173K | No change |
| MFA Mfa Financial Inc. | 0.04% | 10,245 | $104K | Add +0.5% |
| SAN Banco Santander SA-Spon ADR | 0.02% | 14,241 | $65K | Add +0.5% |