| NVDA Nvidia Corp. | 8.14% | 161,950 | $32.4M | Add +0.4% |
| LRCX Lam Research Corp. | 5.27% | 48,385 | $21.0M | Reduce -5.4% |
| AMD Advanced Micro Devices | 3.18% | 21,790 | $12.7M | Reduce -0.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.16% | 6,323 | $12.6M | Add +1.7% |
| AAPL Apple Inc. | 2.98% | 40,972 | $11.9M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 2.68% | 29,809 | $10.7M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 2.41% | 40,185 | $9.6M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.16% | 17,224 | $8.6M | Add +3.6% |
| COST Costco Wholesale Corp. | 2.07% | 8,824 | $8.3M | Reduce -0.3% |
| MU Micron Technology Inc. | 2.05% | 7,087 | $8.2M | Reduce -0.4% |
| MSFT Microsoft Corp. | 1.98% | 21,084 | $7.9M | Add +9.5% |
| GOOG Alphabet Inc. Class C | 1.92% | 21,609 | $7.6M | Add +0.5% |
| AMAT Applied Materials Inc. | 1.65% | 9,098 | $6.6M | Reduce -2.1% |
| TXN Texas Instruments Inc. | 1.32% | 17,684 | $5.3M | Add +0.2% |
| GNRC Generac Holdings Inc. | 1.32% | 17,888 | $5.2M | Reduce -2.0% |
| FAST Fastenal Co. | 1.31% | 108,638 | $5.2M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 1.30% | 27,950 | $5.2M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 1.25% | 15,146 | $5.0M | Add +4.0% |
| KLAC KLA Corp. | 1.24% | 16,398 | $4.9M | Reduce -8.0% |
| VLO Valero Energy Corp. | 1.24% | 18,899 | $4.9M | Reduce -1.9% |
| STLD Steel Dynamics Inc. | 1.22% | 21,115 | $4.8M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.15% | 12,108 | $4.6M | Reduce -4.4% |
| HD Home Depot Inc. | 1.14% | 12,855 | $4.5M | Add +6.4% |
| GLW Corning Inc. | 1.08% | 16,829 | $4.3M | Reduce -1.9% |
| NTRS Northern Trust Corp. | 1.07% | 24,578 | $4.3M | Add +0.3% |
| CSCO Cisco Systems Inc. | 1.04% | 35,375 | $4.2M | Reduce -2.7% |
| CMI Cummins Inc. | 1.02% | 5,693 | $4.1M | Reduce -0.9% |
| PSA Public Storage | 0.99% | 12,433 | $4.0M | Add +2.5% |
| MPWR Monolithic Power Systems Inc. | 0.97% | 2,783 | $3.8M | Add +0.5% |
| RTX RTX Corp. | 0.94% | 19,731 | $3.7M | Reduce -3.4% |
| XEL Xcel Energy Inc. | 0.93% | 46,310 | $3.7M | Add +0.4% |
| TGT Target Corp. | 0.91% | 27,611 | $3.6M | Add +5.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 7,462 | $3.6M | Add +15.8% |
| WSM Williams-Sonoma Inc. | 0.89% | 15,262 | $3.6M | Add +2.8% |
| PG The Procter & Gamble Co. | 0.88% | 23,789 | $3.5M | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 22,728 | $3.4M | Reduce -16.0% |
| CAT Caterpillar Inc. | 0.85% | 3,182 | $3.4M | Reduce -0.8% |
| DLR Digital Realty Trust Inc. | 0.85% | 18,798 | $3.4M | Add +2.3% |
| DUK Duke Energy Corp. | 0.84% | 26,501 | $3.4M | Reduce -0.2% |
| URI United Rentals Inc. | 0.81% | 2,847 | $3.2M | Add +10.8% |
| CME Cme Group Inc. | 0.80% | 14,367 | $3.2M | Add +4.5% |
| CEG Constellation Energy | 0.79% | 12,690 | $3.2M | Add +8.1% |
| SNPS Synopsys Inc. | 0.74% | 6,630 | $3.0M | Add +3.9% |
| V Visa Inc. Class A | 0.73% | 8,476 | $2.9M | Add +0.2% |
| BX Blackstone Inc. | 0.71% | 23,924 | $2.8M | Add +9.5% |
| XOM Exxonmobil Holdings Corp. | 0.68% | 19,809 | $2.7M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.67% | 30,557 | $2.7M | Reduce -0.6% |
| BKAG BNY Mellon Core Bond ETF | 0.66% | 62,452 | $2.6M | Add +90.3% |
| STX Seagate Technology Holdings | 0.65% | 2,665 | $2.6M | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.64% | 5,013 | $2.6M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 3,430 | $2.5M | Add +35.8% |
| ISRG Intuitive Surgical Inc. | 0.59% | 5,883 | $2.3M | Add +1.6% |
| REGN Regeneron Pharmaceuticals | 0.56% | 3,564 | $2.2M | Reduce -2.4% |
| SHW The Sherwin-Williams Co. | 0.55% | 6,344 | $2.2M | Add +5.6% |
| LLY Eli Lilly & Co. | 0.55% | 1,811 | $2.2M | Reduce -2.8% |
| AMT American Tower Corp. | 0.54% | 13,062 | $2.1M | Add +3.9% |
| ABT Abbott Laboratories | 0.48% | 21,270 | $1.9M | Reduce -12.8% |
| ANET Arista Networks Inc. | 0.44% | 10,206 | $1.7M | Add +43.3% |
| ACN Accenture PLC Class A | 0.42% | 13,521 | $1.7M | Add +10.1% |
| BKLC BNY Mellon US LRG Cap Cor | 0.41% | 11,474 | $1.6M | Reduce -11.6% |
| LEN Lennar Corp. Class A | 0.41% | 18,015 | $1.6M | Add +9.1% |
| DVN Devon Energy Corp. | 0.41% | 39,396 | $1.6M | Add +0.1% |
| WELL Welltower Inc. | 0.40% | 7,033 | $1.6M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.40% | 5,826 | $1.6M | Add +7.3% |
| ADBE Adobe Inc. | 0.39% | 7,500 | $1.5M | Reduce -7.5% |
| KO The Coca-Cola Co. | 0.38% | 18,857 | $1.5M | Reduce -1.3% |
| SO The Southern Co. | 0.38% | 15,717 | $1.5M | Reduce -1.2% |
| UPS United Parcel Service Class B | 0.38% | 13,931 | $1.5M | Add +6.9% |
| PKG Packaging Corp. of America | 0.37% | 6,215 | $1.5M | Reduce -2.7% |
| ARCC Ares Capital Corp. | 0.37% | 79,696 | $1.5M | Reduce -2.0% |
| GGG Graco Inc. | 0.37% | 19,315 | $1.5M | Add +0.7% |
| USB US Bancorp | 0.36% | 23,839 | $1.4M | Add +0.1% |
| GSBD Goldman Sachs BDC Inc. | 0.35% | 147,845 | $1.4M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.34% | 1,333 | $1.3M | Add +0.2% |
| WM Waste Management Inc. | 0.34% | 6,023 | $1.3M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.33% | 9,049 | $1.3M | Add +36.4% |
| AFIX Allspring BRD MRKT Core BND | 0.31% | 50,346 | $1.2M | Add +0.4% |
| BNY Bank of New York Mellon Corp. | 0.30% | 8,180 | $1.2M | Add +3.8% |
| CDNS Cadence Design SYS Inc. | 0.29% | 3,032 | $1.1M | Reduce -0.2% |
| DE Deere & Co. | 0.27% | 1,695 | $1.1M | Add +13.3% |
| TSLA Tesla Inc. | 0.27% | 2,548 | $1.1M | Add +3.2% |
| FTNT Fortinet Inc. | 0.27% | 6,922 | $1.1M | Add +1.9% |
| MA Mastercard Inc. Class A | 0.27% | 2,070 | $1.1M | Add +1.6% |
| MCD McDonald's Corp. | 0.26% | 3,836 | $1.0M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.26% | 7,507 | $1.0M | Reduce -3.3% |
| SMCI Super Micro Computer Inc. | 0.25% | 34,605 | $1.0M | Reduce -1.1% |
| SONY Sony Group Corp. - SP ADR | 0.25% | 48,794 | $979K | Add +6.7% |
| ROK Rockwell Automation Inc. | 0.24% | 1,913 | $947K | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 0.23% | 1,327 | $911K | Add +48.6% |
| SDVY First Trust Smid Cap Rising | 0.23% | 21,123 | $911K | Add +0.7% |
| CRM Salesforce Inc. | 0.22% | 5,699 | $893K | Add +9.8% |
| IVV iShares Core S&P 500 ETF | 0.22% | 1,159 | $868K | Add +2.1% |
| SMOT Vaneck Morningstar Smid Moat | 0.22% | 22,137 | $860K | Add +0.4% |
| TRV The Travelers Cos Inc. | 0.21% | 2,549 | $841K | Reduce -0.1% |
| SNA Snap-on Inc. | 0.21% | 2,041 | $821K | Reduce -1.1% |
| NUE Nucor Corp. | 0.21% | 3,679 | $819K | Add +0.2% |
| ICE Intercontinental Exchange Inc. | 0.20% | 6,532 | $804K | Add +38.6% |
| OKLO Oklo Inc. | 0.20% | 15,117 | $791K | Add +9.8% |
| ADP Automatic Data Processing | 0.19% | 3,449 | $772K | Reduce -1.3% |
| MAR Marriott International Class A | 0.19% | 2,041 | $756K | Reduce -1.2% |
| PGR Progressive Corp. | 0.18% | 3,353 | $732K | Reduce -7.7% |
| CVX Chevron Corp. | 0.18% | 4,302 | $713K | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.18% | 2,833 | $713K | Add +0.7% |
| INTU Intuit Inc. | 0.17% | 2,614 | $682K | Reduce -5.6% |
| MKTX Marketaxess Holdings Inc. | 0.17% | 5,992 | $680K | Reduce -11.4% |
| CG The Carlyle Group Inc. | 0.17% | 16,137 | $680K | Add +29.7% |
| DINO HF Sinclair Corp. | 0.17% | 9,752 | $679K | Add +20.6% |
| SMH Vaneck Semiconductor ETF | 0.17% | 1,014 | $665K | Add +5.7% |
| CB Chubb Ltd. | 0.17% | 1,948 | $664K | Reduce -4.1% |
| PWR Quanta Services Inc. | 0.17% | 917 | $660K | Reduce -7.1% |
| OMC Omnicom Group | 0.16% | 8,692 | $633K | Reduce -31.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.14% | 4,688 | $558K | Add +2.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 1,331 | $553K | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 4,719 | $551K | Add +12.8% |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 15,958 | $543K | Add +2.6% |
| COP Conocophillips | 0.13% | 5,100 | $530K | Reduce -0.4% |
| EQIX Equinix Inc. | 0.13% | 500 | $521K | Reduce -2.5% |
| LULU Lululemon Athletica Inc. | 0.13% | 4,506 | $514K | Reduce -2.1% |
| FDS Factset Research Systems Inc. | 0.13% | 2,173 | $500K | Reduce -23.2% |
| NFLX Netflix Inc. | 0.12% | 6,945 | $496K | Add +4.8% |
| ULTA Ulta Beauty Inc. | 0.12% | 1,098 | $495K | Add +4.8% |
| NOW ServiceNow Inc. | 0.12% | 4,941 | $491K | Add +25.4% |
| AZO AutoZone Inc. | 0.12% | 151 | $483K | Reduce -1.3% |
| WFC Wells Fargo & Co. | 0.12% | 5,831 | $482K | Add +0.6% |
| ADI Analog Devices Inc. | 0.12% | 1,206 | $479K | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.12% | 5,072 | $465K | Reduce -19.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 9,530 | $457K | Reduce -10.3% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,305 | $455K | No change |
| AEP American Electric Power | 0.11% | 3,299 | $451K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.11% | 1,298 | $443K | Add +2.4% |
| JNJ Johnson & Johnson | 0.11% | 1,697 | $431K | Reduce -0.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 4,060 | $422K | No change |
| DVY iShares Select Dividend ETF | 0.11% | 2,697 | $422K | Reduce -3.1% |
| ORLY O'reilly Automotive Inc. | 0.11% | 4,570 | $421K | No change |
| PSX Phillips 66 | 0.11% | 2,481 | $419K | Reduce -8.6% |
| PCAR Paccar Inc. | 0.10% | 3,314 | $398K | Reduce -4.2% |
| FCX Freeport-McMoran Inc. | 0.10% | 6,308 | $397K | New |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,668 | $396K | Add +1.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.10% | 6,425 | $391K | Add +1.2% |
| SYK Stryker Corp. | 0.10% | 1,230 | $387K | Add +0.1% |
| INTC Intel Corp. | 0.10% | 2,738 | $382K | New |
| CRWV Coreweave Inc. Class A | 0.10% | 3,840 | $382K | Add +27.8% |
| NRG NRG Energy Inc. | 0.09% | 2,352 | $343K | Add +0.2% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 2,315 | $339K | Add +5.2% |
| AFL Aflac Inc. | 0.08% | 2,810 | $330K | Add +0.2% |
| UBER Uber Technologies Inc. | 0.08% | 4,462 | $322K | New |
| O Realty Income Corp. | 0.08% | 4,836 | $300K | Add +0.2% |
| JCI Johnson Controls Internation | 0.07% | 2,039 | $298K | Reduce -0.2% |
| ON On Semiconductor | 0.07% | 3,130 | $296K | No change |
| EMR Emerson Electric Co. | 0.07% | 2,064 | $295K | Add +0.2% |
| MDT Medtronic PLC | 0.07% | 3,587 | $281K | Add +7.7% |
| RY Royal Bank of Canada | 0.07% | 1,346 | $279K | Add +0.3% |
| PM Philip Morris International | 0.07% | 1,513 | $274K | Add +0.9% |
| NVS Novartis AG-Sponsored ADR | 0.07% | 1,729 | $271K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.07% | 2,127 | $269K | No change |
| ADSK Autodesk Inc. | 0.07% | 1,372 | $267K | Reduce -4.2% |
| CMS CMS Energy Corp. | 0.07% | 3,396 | $260K | No change |
| NOC Northrop Grumman Corp. | 0.07% | 508 | $259K | No change |
| EXC Exelon Corp. | 0.06% | 5,527 | $258K | Add +0.2% |
| LYB Lyondellbasell Indu Class A | 0.06% | 4,878 | $257K | Reduce -1.6% |
| ARM Arm Holdings PLC-ADR | 0.06% | 710 | $252K | New |
| SBUX Starbucks Corp. | 0.06% | 2,452 | $251K | Reduce -5.8% |
| MRSH Marsh & McLennan Cos | 0.06% | 1,503 | $250K | Add +0.3% |
| MS Morgan Stanley | 0.06% | 1,191 | $249K | New |
| BSX Boston Scientific Corp. | 0.06% | 5,830 | $249K | No change |
| UTHR United Therapeutics Corp. | 0.06% | 458 | $248K | No change |
| OLED Universal Display Corp. | 0.06% | 2,814 | $244K | Reduce -3.5% |
| WAT Waters Corp. | 0.06% | 633 | $237K | Reduce -4.5% |
| AXP American Express Co. | 0.06% | 696 | $235K | Add +0.3% |
| LIN Linde PLC | 0.06% | 448 | $233K | Reduce -19.7% |
| BAX Baxter International Inc. | 0.06% | 10,862 | $232K | Reduce -6.8% |
| TXT Textron Inc. | 0.06% | 2,448 | $225K | Reduce -5.8% |
| RACE Ferrari NV | 0.06% | 595 | $221K | New |
| OSK Oshkosh Corp. | 0.06% | 1,437 | $221K | Reduce -0.6% |
| CL Colgate-Palmolive Co. | 0.05% | 2,378 | $218K | New |
| DTE DTE Energy Company | 0.05% | 1,413 | $215K | No change |
| EXR Extra Space Storage Inc. | 0.05% | 1,481 | $215K | New |
| EPD Enterprise Products Partners | 0.05% | 5,653 | $208K | Add +0.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 4,034 | $206K | No change |
| CSX CSX Corp. | 0.05% | 4,280 | $203K | New |
| LHX L3HARRIS Technologies Inc. | 0.05% | 699 | $203K | Reduce -6.7% |
| MPC Marathon Petroleum Corp. | 0.05% | 788 | $201K | New |
| SAN Banco Santander SA-Spon ADR | 0.05% | 14,371 | $198K | Add +0.3% |