| NVDA Nvidia Corp. | 6.31% | 151,661 | $16.4M | Add +0.3% |
| AAPL Apple Inc. | 3.74% | 43,826 | $9.7M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.06% | 14,948 | $8.0M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 3.05% | 8,382 | $7.9M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.84% | 38,860 | $7.4M | Reduce -0.0% |
| MSFT Microsoft Corp. | 2.37% | 16,466 | $6.2M | Add +3.7% |
| QCOM Qualcomm Inc. | 1.67% | 28,245 | $4.3M | Add +3.7% |
| FAST Fastenal Co. | 1.63% | 54,752 | $4.2M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.62% | 27,278 | $4.2M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.51% | 23,013 | $3.9M | Add +1.6% |
| CME Cme Group Inc. | 1.49% | 14,668 | $3.9M | Add +0.2% |
| BKLC BNY Mellon US LRG Cap Cor | 1.45% | 35,510 | $3.8M | Add +17.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.43% | 5,628 | $3.7M | Add +12.8% |
| XEL Xcel Energy Inc. | 1.42% | 52,265 | $3.7M | Add +2.2% |
| LRCX Lam Research Corp. | 1.39% | 49,666 | $3.6M | Add +4.4% |
| V Visa Inc. Class A | 1.38% | 10,246 | $3.6M | Reduce -12.0% |
| HD Home Depot Inc. | 1.34% | 9,512 | $3.5M | Add +6.3% |
| ABT Abbott Laboratories | 1.34% | 26,233 | $3.5M | Add +1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.30% | 27,778 | $3.4M | Add +0.8% |
| TXN Texas Instruments Inc. | 1.21% | 17,531 | $3.2M | Add +0.7% |
| RTX RTX Corp. | 1.16% | 22,872 | $3.0M | Reduce -10.3% |
| PSA Public Storage | 1.16% | 10,095 | $3.0M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 1.14% | 19,053 | $3.0M | Add +0.3% |
| TGT Target Corp. | 1.11% | 27,762 | $2.9M | Add +8.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.11% | 41,490 | $2.9M | Reduce -4.6% |
| DUK Duke Energy Corp. | 1.06% | 22,666 | $2.8M | Add +0.3% |
| STLD Steel Dynamics Inc. | 1.04% | 21,710 | $2.7M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.03% | 10,955 | $2.7M | Add +17.8% |
| REGN Regeneron Pharmaceuticals | 1.00% | 4,096 | $2.6M | Add +5.1% |
| AMT American Tower Corp. | 0.98% | 11,709 | $2.5M | Add +4.5% |
| ACN Accenture PLC Class A | 0.97% | 8,135 | $2.5M | Reduce -2.5% |
| AMD Advanced Micro Devices | 0.97% | 24,526 | $2.5M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.96% | 40,427 | $2.5M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.93% | 34,218 | $2.4M | Reduce -3.9% |
| OMC Omnicom Group | 0.92% | 29,018 | $2.4M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.92% | 4,839 | $2.4M | Add +1.8% |
| FDS Factset Research Systems Inc. | 0.90% | 5,158 | $2.3M | Reduce -6.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.85% | 24,024 | $2.2M | Reduce -60.1% |
| DVN Devon Energy Corp. | 0.83% | 57,639 | $2.2M | Add +4.8% |
| VLO Valero Energy Corp. | 0.83% | 16,310 | $2.2M | Add +5.1% |
| ADBE Adobe Inc. | 0.82% | 5,558 | $2.1M | Add +17.9% |
| SHW The Sherwin-Williams Co. | 0.81% | 6,070 | $2.1M | Add +8.9% |
| WSM Williams-Sonoma Inc. | 0.81% | 13,315 | $2.1M | Reduce -3.9% |
| SNPS Synopsys Inc. | 0.79% | 4,782 | $2.1M | Add +27.5% |
| GNRC Generac Holdings Inc. | 0.78% | 16,001 | $2.0M | Add +10.9% |
| XOM Exxon Mobil Corp. | 0.77% | 16,820 | $2.0M | Add +3.8% |
| DLR Digital Realty Trust Inc. | 0.77% | 13,947 | $2.0M | Add +4.6% |
| BX Blackstone Inc. | 0.76% | 14,189 | $2.0M | Add +3.7% |
| INTU Intuit Inc. | 0.75% | 3,183 | $2.0M | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.74% | 4,338 | $1.9M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.73% | 2,301 | $1.9M | Reduce -15.9% |
| AVGO Broadcom Inc. | 0.73% | 11,328 | $1.9M | Reduce -4.4% |
| PEP Pepsico Inc. | 0.67% | 11,627 | $1.7M | Add +0.4% |
| KO The Coca-Cola Co. | 0.67% | 24,288 | $1.7M | Reduce -0.2% |
| NTRS Northern Trust Corp. | 0.65% | 17,235 | $1.7M | Add +27.2% |
| SONY Sony Group Corp. - SP ADR | 0.64% | 66,090 | $1.7M | Reduce -17.6% |
| MKTX Marketaxess Holdings Inc. | 0.64% | 7,669 | $1.7M | Add +14.1% |
| GGG Graco Inc. | 0.60% | 18,808 | $1.6M | Add +1.8% |
| WM Waste Management Inc. | 0.60% | 6,735 | $1.6M | Reduce -0.6% |
| CMI Cummins Inc. | 0.58% | 4,844 | $1.5M | Reduce -8.8% |
| CEG Constellation Energy | 0.57% | 7,356 | $1.5M | Add +61.5% |
| ARCC Ares Capital Corp. | 0.56% | 66,106 | $1.5M | Add +37.8% |
| UNH Unitedhealth Group Inc. | 0.54% | 2,697 | $1.4M | Reduce -20.8% |
| UPS United Parcel Service Class B | 0.51% | 12,107 | $1.3M | Add +1.0% |
| MCD McDonald's Corp. | 0.51% | 4,261 | $1.3M | Reduce -0.9% |
| KLAC KLA Corp. | 0.50% | 1,928 | $1.3M | Reduce -0.1% |
| BMY Bristol-Myers Squibb Co. | 0.48% | 20,605 | $1.3M | Reduce -18.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 2,650 | $1.2M | Reduce -2.7% |
| SO The Southern Co. | 0.45% | 12,783 | $1.2M | Add +0.7% |
| USB US Bancorp | 0.45% | 27,724 | $1.2M | Reduce -5.2% |
| MPWR Monolithic Power Systems Inc. | 0.45% | 2,009 | $1.2M | Add +63.2% |
| MA Mastercard Inc. Class A | 0.44% | 2,104 | $1.2M | Reduce -7.7% |
| WELL Welltower Inc. | 0.44% | 7,483 | $1.1M | Reduce -1.6% |
| PKG Packaging Corp. of America | 0.43% | 5,703 | $1.1M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.42% | 7,627 | $1.1M | Add +24.4% |
| ADP Automatic Data Processing | 0.42% | 3,576 | $1.1M | Reduce -1.1% |
| LEN Lennar Corp. Class A | 0.41% | 9,399 | $1.1M | Add +19.8% |
| CAT Caterpillar Inc. | 0.39% | 3,096 | $1.0M | Add +7.5% |
| NFLX Netflix Inc. | 0.39% | 1,084 | $1.0M | Add +24.9% |
| GLW Corning Inc. | 0.38% | 21,682 | $993K | Reduce -5.3% |
| GSBD Goldman Sachs BDC Inc. | 0.38% | 84,083 | $978K | Add +165.4% |
| LULU Lululemon Athletica Inc. | 0.35% | 3,241 | $917K | Add +6.9% |
| CB Chubb Ltd. | 0.34% | 2,925 | $885K | Reduce -7.6% |
| SNA Snap-on Inc. | 0.34% | 2,613 | $880K | Reduce -1.7% |
| CMCSA Comcast Corp. Class A | 0.31% | 21,916 | $809K | Reduce -1.7% |
| BAX Baxter International Inc. | 0.31% | 23,251 | $796K | Add +6.7% |
| TSLA Tesla Inc. | 0.29% | 2,891 | $749K | No change |
| DE Deere & Co. | 0.29% | 1,582 | $743K | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 0.28% | 2,860 | $727K | Add +0.5% |
| CVX Chevron Corp. | 0.28% | 4,312 | $722K | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.27% | 3,367 | $706K | Reduce -19.4% |
| UNP Union Pacific Corp. | 0.27% | 2,963 | $700K | Add +1.6% |
| LYB Lyondellbasell Indu Class A | 0.27% | 9,892 | $696K | Add +21.0% |
| TRV The Travelers Cos Inc. | 0.26% | 2,570 | $679K | Reduce -1.2% |
| GIS General Mills Inc. | 0.26% | 11,260 | $673K | Reduce -33.8% |
| SMCI Super Micro Computer Inc. | 0.26% | 19,470 | $667K | Add +71.5% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,168 | $657K | No change |
| MU Micron Technology Inc. | 0.25% | 7,474 | $650K | Add +0.0% |
| AZO AutoZone Inc. | 0.25% | 168 | $641K | Reduce -5.6% |
| BSX Boston Scientific Corp. | 0.25% | 6,330 | $639K | No change |
| SMOT Vaneck Morningstar Smid Moat | 0.24% | 19,437 | $637K | Reduce -1.2% |
| NUE Nucor Corp. | 0.24% | 5,248 | $632K | Add +19.9% |
| URI United Rentals Inc. | 0.23% | 945 | $593K | Add +51.4% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 11,795 | $592K | Add +18.5% |
| ORLY O'reilly Automotive Inc. | 0.22% | 393 | $563K | Add +1.3% |
| ROK Rockwell Automation Inc. | 0.21% | 2,134 | $552K | Reduce -5.2% |
| ICE Intercontinental Exchange Inc. | 0.21% | 3,155 | $544K | Reduce -18.6% |
| COP Conocophillips | 0.20% | 5,055 | $531K | Reduce -6.0% |
| CG The Carlyle Group Inc. | 0.20% | 12,126 | $529K | Add +0.4% |
| MAR Marriott International Class A | 0.20% | 2,169 | $517K | Reduce -13.7% |
| SDVY First Trust Smid Cap Rising | 0.19% | 14,991 | $502K | Add +3.6% |
| SYK Stryker Corp. | 0.19% | 1,307 | $487K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.19% | 950 | $487K | Add +0.1% |
| SBUX Starbucks Corp. | 0.18% | 4,836 | $474K | Add +0.3% |
| CPRT Copart Inc. | 0.18% | 8,330 | $471K | Reduce -2.6% |
| NOW ServiceNow Inc. | 0.18% | 585 | $466K | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 0.17% | 883 | $454K | No change |
| MMM 3M Co. | 0.17% | 3,065 | $450K | No change |
| ALB Albemarle Corp. | 0.17% | 6,085 | $439K | Reduce -38.4% |
| WFC Wells Fargo & Co. | 0.16% | 5,933 | $426K | Add +0.5% |
| NRG NRG Energy Inc. | 0.16% | 4,255 | $406K | Reduce -4.2% |
| ADSK Autodesk Inc. | 0.15% | 1,527 | $400K | Reduce -0.7% |
| EQIX Equinix Inc. | 0.15% | 485 | $395K | Reduce -24.4% |
| DVY iShares Select Dividend ETF | 0.15% | 2,818 | $378K | Reduce -4.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 4,060 | $357K | No change |
| NVS Novartis AG-Sponsored ADR | 0.14% | 3,196 | $357K | Reduce -1.6% |
| PSX Phillips 66 | 0.14% | 2,867 | $354K | Add +0.5% |
| MRSH Marsh & McLennan Cos | 0.13% | 1,398 | $341K | Add +2.3% |
| JNJ Johnson & Johnson | 0.13% | 1,996 | $331K | Reduce -19.7% |
| AFL Aflac Inc. | 0.13% | 2,970 | $330K | Reduce -4.6% |
| MDT Medtronic PLC | 0.13% | 3,664 | $329K | Reduce -2.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.13% | 1,799 | $328K | Reduce -47.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 3,962 | $318K | Add +7.0% |
| ZTS Zoetis Inc. | 0.12% | 1,909 | $314K | Reduce -4.9% |
| HRL Hormel Foods Corp. | 0.12% | 10,127 | $313K | Reduce -33.5% |
| AEP American Electric Power | 0.12% | 2,839 | $310K | Add +0.3% |
| STX Seagate Technology Holdings | 0.12% | 3,642 | $309K | Add +8.1% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,305 | $307K | No change |
| HON Honeywell International Inc. | 0.12% | 1,424 | $301K | Add +0.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.12% | 5,490 | $300K | Reduce -4.4% |
| ULTA Ulta Beauty Inc. | 0.12% | 817 | $299K | Add +72.4% |
| LOW Lowe's Cos Inc. | 0.11% | 1,251 | $291K | Add +0.4% |
| LIN Linde PLC | 0.11% | 602 | $280K | Reduce -4.4% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 2,665 | $279K | Add +1.4% |
| HSY The Hershey Co. | 0.11% | 1,627 | $278K | Add +0.8% |
| O Realty Income Corp. | 0.11% | 4,753 | $276K | Add +0.4% |
| ADI Analog Devices Inc. | 0.11% | 1,365 | $276K | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.10% | 2,421 | $266K | Reduce -15.3% |
| CCI Crown Castle Inc. | 0.10% | 2,543 | $265K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 2,200 | $258K | No change |
| SYY Sysco Corp. | 0.10% | 3,382 | $254K | Reduce -9.5% |
| CMS CMS Energy Corp. | 0.10% | 3,320 | $249K | Add +0.7% |
| EXC Exelon Corp. | 0.09% | 5,355 | $247K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.09% | 4,812 | $246K | Add +0.8% |
| EPD Enterprise Products Partners | 0.09% | 7,187 | $245K | Add +0.8% |
| WAT Waters Corp. | 0.09% | 663 | $244K | Reduce -13.1% |
| DCI Donaldson Co. Inc. | 0.09% | 3,561 | $239K | Add +0.1% |
| RY Royal Bank of Canada | 0.09% | 2,097 | $236K | Add +0.6% |
| PPL PPL Corp. | 0.09% | 6,488 | $234K | Add +0.8% |
| PWR Quanta Services Inc. | 0.09% | 920 | $234K | Add +8.2% |
| PCAR Paccar Inc. | 0.09% | 2,334 | $227K | New |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 2,680 | $226K | Reduce -34.0% |
| CRM Salesforce Inc. | 0.09% | 833 | $224K | No change |
| EXR Extra Space Storage Inc. | 0.08% | 1,481 | $220K | No change |
| AXP American Express Co. | 0.08% | 808 | $218K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.08% | 4,797 | $218K | New |
| LHX L3HARRIS Technologies Inc. | 0.08% | 1,024 | $214K | Reduce -20.3% |
| DOC Healthpeak Properties Inc. | 0.08% | 10,179 | $206K | Add +0.6% |
| MFA Mfa Financial Inc. | 0.04% | 10,308 | $106K | Add +0.6% |
| SAN Banco Santander SA-Spon ADR | 0.04% | 14,241 | $95K | No change |