| NVDA Nvidia Corp. | 8.59% | 161,266 | $28.1M | Add +1.8% |
| LRCX Lam Research Corp. | 3.34% | 51,136 | $10.9M | Reduce -0.8% |
| AAPL Apple Inc. | 3.26% | 42,044 | $10.7M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 2.70% | 8,853 | $8.8M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 2.66% | 30,227 | $8.7M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.56% | 40,229 | $8.4M | Add +1.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.51% | 6,217 | $8.2M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.43% | 16,621 | $8.0M | Add +1.5% |
| MSFT Microsoft Corp. | 2.18% | 19,248 | $7.1M | Add +6.0% |
| GOOG Alphabet Inc. Class C | 1.88% | 21,502 | $6.2M | Add +3.6% |
| FAST Fastenal Co. | 1.55% | 109,054 | $5.1M | Add +1.1% |
| VLO Valero Energy Corp. | 1.45% | 19,260 | $4.8M | Add +0.2% |
| AMD Advanced Micro Devices | 1.36% | 21,895 | $4.5M | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.32% | 27,067 | $4.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.31% | 14,567 | $4.3M | Add +4.7% |
| CME Cme Group Inc. | 1.24% | 13,752 | $4.1M | Reduce -1.7% |
| HD Home Depot Inc. | 1.21% | 12,086 | $4.0M | Add +5.5% |
| RTX RTX Corp. | 1.20% | 20,420 | $3.9M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.20% | 12,661 | $3.9M | Reduce -0.2% |
| STLD Steel Dynamics Inc. | 1.17% | 21,300 | $3.8M | Reduce -5.1% |
| QCOM Qualcomm Inc. | 1.17% | 29,697 | $3.8M | Reduce -4.1% |
| XEL Xcel Energy Inc. | 1.12% | 46,142 | $3.7M | Reduce -1.1% |
| GNRC Generac Holdings Inc. | 1.09% | 18,246 | $3.6M | Add +0.2% |
| PG The Procter & Gamble Co. | 1.07% | 24,217 | $3.5M | Reduce -2.2% |
| DUK Duke Energy Corp. | 1.06% | 26,554 | $3.5M | Add +4.4% |
| TXN Texas Instruments Inc. | 1.05% | 17,642 | $3.4M | Reduce -0.9% |
| NTRS Northern Trust Corp. | 1.04% | 24,493 | $3.4M | Add +3.4% |
| DLR Digital Realty Trust Inc. | 1.01% | 18,379 | $3.3M | Add +6.2% |
| XOM Exxon Mobil Corp. | 1.01% | 19,501 | $3.3M | Add +2.2% |
| PSA Public Storage | 1.00% | 12,129 | $3.3M | Add +3.0% |
| CEG Constellation Energy | 1.00% | 11,743 | $3.3M | Add +8.8% |
| AMAT Applied Materials Inc. | 0.97% | 9,291 | $3.2M | Reduce -10.8% |
| TGT Target Corp. | 0.97% | 26,064 | $3.2M | Add +2.0% |
| CMI Cummins Inc. | 0.94% | 5,744 | $3.1M | Add +1.1% |
| MPWR Monolithic Power Systems Inc. | 0.93% | 2,769 | $3.0M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.87% | 30,743 | $2.9M | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 0.87% | 4,685 | $2.8M | Add +3.1% |
| CSCO Cisco Systems Inc. | 0.86% | 36,346 | $2.8M | Reduce -4.3% |
| REGN Regeneron Pharmaceuticals | 0.86% | 3,650 | $2.8M | Reduce -9.0% |
| WSM Williams-Sonoma Inc. | 0.83% | 14,840 | $2.7M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.82% | 5,793 | $2.7M | Add +2.2% |
| KLAC KLA Corp. | 0.80% | 1,783 | $2.6M | Add +1.0% |
| V Visa Inc. Class A | 0.78% | 8,457 | $2.6M | Reduce -0.6% |
| SNPS Synopsys Inc. | 0.77% | 6,381 | $2.5M | Add +2.8% |
| BX Blackstone Inc. | 0.77% | 21,842 | $2.5M | Add +17.4% |
| ABT Abbott Laboratories | 0.77% | 24,382 | $2.5M | Reduce -10.9% |
| ACN Accenture PLC Class A | 0.74% | 12,284 | $2.4M | Add +7.9% |
| MU Micron Technology Inc. | 0.73% | 7,116 | $2.4M | Add +0.1% |
| GLW Corning Inc. | 0.71% | 17,150 | $2.3M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.69% | 3,207 | $2.3M | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 6,443 | $2.2M | Add +47.9% |
| AMT American Tower Corp. | 0.66% | 12,577 | $2.2M | Add +0.6% |
| DVN Devon Energy Corp. | 0.61% | 39,372 | $2.0M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.60% | 8,106 | $2.0M | Reduce -1.6% |
| SHW The Sherwin-Williams Co. | 0.59% | 6,007 | $1.9M | Reduce -11.9% |
| URI United Rentals Inc. | 0.57% | 2,569 | $1.9M | Add +43.8% |
| LLY Eli Lilly & Co. | 0.52% | 1,864 | $1.7M | Reduce -4.7% |
| GGG Graco Inc. | 0.50% | 19,174 | $1.6M | Reduce -5.6% |
| BKLC BNY Mellon US LRG Cap Cor | 0.49% | 12,977 | $1.6M | Reduce -26.1% |
| SO The Southern Co. | 0.47% | 15,911 | $1.5M | Add +1.6% |
| ARCC Ares Capital Corp. | 0.45% | 81,323 | $1.5M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 2,525 | $1.5M | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.44% | 19,105 | $1.5M | Reduce -0.6% |
| LEN Lennar Corp. Class A | 0.44% | 16,509 | $1.4M | Add +1.5% |
| WM Waste Management Inc. | 0.43% | 6,074 | $1.4M | Reduce -2.2% |
| WELL Welltower Inc. | 0.43% | 7,056 | $1.4M | Reduce -2.5% |
| BKAG BNY Mellon Core Bond ETF | 0.42% | 32,825 | $1.4M | Add +6.2% |
| PKG Packaging Corp. of America | 0.41% | 6,385 | $1.4M | Reduce -2.1% |
| GSBD Goldman Sachs BDC Inc. | 0.41% | 150,729 | $1.3M | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.40% | 5,431 | $1.3M | Add +20.4% |
| UPS United Parcel Service Class B | 0.39% | 13,033 | $1.3M | Add +27.2% |
| AFIX Allspring BRD MRKT Core BND | 0.38% | 50,130 | $1.2M | Add +32.6% |
| USB US Bancorp | 0.38% | 23,810 | $1.2M | Reduce -5.7% |
| PEP Pepsico Inc. | 0.37% | 7,759 | $1.2M | Reduce -6.2% |
| MCD McDonald's Corp. | 0.37% | 3,876 | $1.2M | Reduce -4.8% |
| INTU Intuit Inc. | 0.37% | 2,768 | $1.2M | Reduce -7.8% |
| GS Goldman Sachs Group Inc. | 0.34% | 1,330 | $1.1M | Add +6.9% |
| MKTX Marketaxess Holdings Inc. | 0.34% | 6,767 | $1.1M | Reduce -3.0% |
| STX Seagate Technology Holdings | 0.32% | 2,688 | $1.1M | Add +3.5% |
| MA Mastercard Inc. Class A | 0.31% | 2,038 | $1.0M | Add +0.7% |
| ORCL Oracle Corp. | 0.30% | 6,636 | $976K | Add +117.9% |
| CRM Salesforce Inc. | 0.30% | 5,189 | $969K | Add +40.5% |
| OMC Omnicom Group | 0.29% | 12,618 | $950K | Reduce -21.8% |
| SONY Sony Group Corp. - SP ADR | 0.29% | 45,715 | $946K | Reduce -2.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.29% | 7,878 | $935K | Add +42.4% |
| TSLA Tesla Inc. | 0.28% | 2,470 | $918K | Add +8.8% |
| CVX Chevron Corp. | 0.28% | 4,400 | $910K | Add +2.8% |
| ANET Arista Networks Inc. | 0.27% | 7,121 | $874K | Add +37.0% |
| CDNS Cadence Design SYS Inc. | 0.26% | 3,037 | $844K | Add +4.4% |
| DE Deere & Co. | 0.26% | 1,496 | $843K | Reduce -1.8% |
| SDVY First Trust Smid Cap Rising | 0.25% | 20,982 | $827K | Add +2.2% |
| SMCI Super Micro Computer Inc. | 0.24% | 34,975 | $796K | Reduce -9.9% |
| SMOT Vaneck Morningstar Smid Moat | 0.24% | 22,043 | $776K | Add +0.6% |
| SNA Snap-on Inc. | 0.23% | 2,063 | $749K | Reduce -5.6% |
| TRV The Travelers Cos Inc. | 0.23% | 2,551 | $744K | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.23% | 1,135 | $741K | Add +10.0% |
| ICE Intercontinental Exchange Inc. | 0.23% | 4,711 | $741K | Add +8.4% |
| PGR Progressive Corp. | 0.22% | 3,633 | $720K | Reduce -23.0% |
| ROK Rockwell Automation Inc. | 0.22% | 1,985 | $712K | Reduce -4.4% |
| ADP Automatic Data Processing | 0.22% | 3,496 | $710K | Reduce -3.5% |
| LULU Lululemon Athletica Inc. | 0.22% | 4,601 | $704K | Reduce -26.4% |
| OKLO Oklo Inc. | 0.21% | 13,772 | $683K | Add +52.2% |
| COP Conocophillips | 0.21% | 5,122 | $676K | Reduce -1.2% |
| MAR Marriott International Class A | 0.21% | 2,065 | $675K | Reduce -3.0% |
| CB Chubb Ltd. | 0.20% | 2,032 | $662K | Reduce -18.9% |
| NFLX Netflix Inc. | 0.19% | 6,626 | $637K | Reduce -2.2% |
| NUE Nucor Corp. | 0.19% | 3,673 | $621K | Reduce -28.3% |
| FDS Factset Research Systems Inc. | 0.19% | 2,830 | $614K | Reduce -23.6% |
| ABBV Abbvie Inc. | 0.19% | 2,814 | $612K | Reduce -2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 4,183 | $612K | Add +10.1% |
| CG The Carlyle Group Inc. | 0.18% | 12,439 | $602K | Add +0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.18% | 6,297 | $577K | Reduce -4.6% |
| FTNT Fortinet Inc. | 0.17% | 6,792 | $555K | Reduce -13.6% |
| ULTA Ulta Beauty Inc. | 0.17% | 1,048 | $548K | Add +0.7% |
| PWR Quanta Services Inc. | 0.17% | 987 | $542K | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 0.16% | 893 | $533K | Add +1.1% |
| AZO AutoZone Inc. | 0.16% | 153 | $517K | Reduce -2.5% |
| DINO HF Sinclair Corp. | 0.15% | 8,084 | $504K | New |
| EQIX Equinix Inc. | 0.15% | 513 | $503K | Add +0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 15,558 | $498K | Add +4.2% |
| PSX Phillips 66 | 0.15% | 2,715 | $495K | Reduce -3.2% |
| WFC Wells Fargo & Co. | 0.14% | 5,798 | $462K | Add +0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.14% | 4,571 | $448K | Add +12.0% |
| AEP American Electric Power | 0.13% | 3,295 | $432K | Add +0.6% |
| ORLY O'reilly Automotive Inc. | 0.13% | 4,570 | $422K | No change |
| DVY iShares Select Dividend ETF | 0.13% | 2,784 | $421K | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.13% | 1,699 | $415K | Add +0.1% |
| NOW ServiceNow Inc. | 0.13% | 3,940 | $412K | Add +34.7% |
| SYK Stryker Corp. | 0.12% | 1,229 | $404K | Reduce -3.1% |
| PCAR Paccar Inc. | 0.12% | 3,460 | $400K | Reduce -1.7% |
| LYB Lyondellbasell Indu Class A | 0.12% | 4,959 | $399K | Reduce -5.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.12% | 4,060 | $393K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.12% | 10,622 | $390K | Reduce -8.8% |
| ADI Analog Devices Inc. | 0.12% | 1,214 | $386K | Reduce -1.7% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,305 | $374K | No change |
| SMH Vaneck Semiconductor ETF | 0.11% | 959 | $368K | Add +13.5% |
| BSX Boston Scientific Corp. | 0.11% | 5,830 | $366K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 1,347 | $365K | Add +0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.11% | 6,350 | $359K | Add +1.3% |
| HON Honeywell International Inc. | 0.11% | 1,578 | $357K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.11% | 508 | $347K | Reduce -5.4% |
| NRG NRG Energy Inc. | 0.10% | 2,348 | $343K | Reduce -2.9% |
| ADSK Autodesk Inc. | 0.10% | 1,432 | $343K | Reduce -6.2% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,627 | $327K | No change |
| AFL Aflac Inc. | 0.09% | 2,805 | $308K | Reduce -9.5% |
| O Realty Income Corp. | 0.09% | 4,828 | $295K | Add +0.3% |
| MDT Medtronic PLC | 0.09% | 3,332 | $289K | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 2,200 | $282K | No change |
| LIN Linde PLC | 0.08% | 558 | $277K | Reduce -4.6% |
| UTHR United Therapeutics Corp. | 0.08% | 458 | $272K | No change |
| EXC Exelon Corp. | 0.08% | 5,515 | $270K | Add +0.2% |
| EMR Emerson Electric Co. | 0.08% | 2,060 | $270K | Reduce -4.2% |
| JCI Johnson Controls Internation | 0.08% | 2,043 | $268K | Add +8.1% |
| OLED Universal Display Corp. | 0.08% | 2,915 | $267K | Add +56.4% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 1,729 | $264K | Reduce -19.1% |
| CMS CMS Energy Corp. | 0.08% | 3,396 | $263K | No change |
| MRSH Marsh & McLennan Cos | 0.08% | 1,499 | $260K | Reduce -2.5% |
| LHX L3HARRIS Technologies Inc. | 0.08% | 749 | $258K | Add +0.3% |
| PM Philip Morris International | 0.08% | 1,499 | $248K | Reduce -47.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 4,034 | $238K | No change |
| LOW Lowe's Cos Inc. | 0.07% | 999 | $236K | Reduce -9.5% |
| SBUX Starbucks Corp. | 0.07% | 2,604 | $233K | Reduce -4.3% |
| CRWV Coreweave Inc. Class A | 0.07% | 3,005 | $233K | New |
| TXT Textron Inc. | 0.07% | 2,598 | $227K | No change |
| CMCSA Comcast Corp. Class A | 0.07% | 7,617 | $219K | Reduce -29.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.07% | 2,127 | $217K | New |
| RY Royal Bank of Canada | 0.07% | 1,342 | $217K | Add +0.4% |
| OSK Oshkosh Corp. | 0.07% | 1,445 | $213K | New |
| EPD Enterprise Products Partners | 0.07% | 5,621 | $213K | New |
| AXP American Express Co. | 0.06% | 694 | $210K | Add +0.1% |
| CCI Crown Castle Inc. | 0.06% | 2,543 | $207K | No change |
| DTE DTE Energy Company | 0.06% | 1,413 | $207K | New |
| PANW Palo Alto Networks Inc. | 0.06% | 1,268 | $203K | New |
| WAT Waters Corp. | 0.06% | 663 | $197K | No change |
| BAX Baxter International Inc. | 0.06% | 11,661 | $196K | Add +2.7% |
| ON On Semiconductor | 0.06% | 3,130 | $194K | New |
| SAN Banco Santander SA-Spon ADR | 0.05% | 14,333 | $162K | No change |