| MSFT Microsoft Corp. | 8.31% | 60,500 | $27.0M | No change |
| AAPL Apple Inc. | 7.72% | 119,200 | $25.1M | No change |
| NVDA Nvidia Corp. | 6.13% | 161,300 | $19.9M | Reduce -5.7% |
| GOOG Alphabet Inc. Class C | 4.81% | 85,300 | $15.6M | No change |
| AMZN Amazon.com Inc. | 4.46% | 75,000 | $14.5M | No change |
| META Meta Platforms Inc. Class A | 2.82% | 18,200 | $9.2M | No change |
| LLY Eli Lilly & Co. | 2.31% | 8,300 | $7.5M | Reduce -13.5% |
| JPM JPMorgan Chase & Co. | 1.85% | 29,700 | $6.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.41% | 11,250 | $4.6M | Reduce -26.2% |
| AVGO Broadcom Inc. | 1.37% | 2,770 | $4.4M | Reduce -25.1% |
| XOM Exxon Mobil Corp. | 1.31% | 37,102 | $4.3M | Add +10.4% |
| MRK Merck & Co. Inc. | 1.29% | 34,000 | $4.2M | No change |
| JNJ Johnson & Johnson | 1.20% | 26,773 | $3.9M | No change |
| V Visa Inc. Class A | 1.10% | 13,600 | $3.6M | No change |
| PG The Procter & Gamble Co. | 0.91% | 18,000 | $3.0M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.90% | 74,000 | $2.9M | No change |
| MA Mastercard Inc. Class A | 0.88% | 6,500 | $2.9M | No change |
| WMT Walmart Inc. | 0.81% | 39,000 | $2.6M | No change |
| COST Costco Wholesale Corp. | 0.78% | 3,000 | $2.5M | No change |
| URI United Rentals Inc. | 0.78% | 3,900 | $2.5M | No change |
| LNG Cheniere Energy Inc. | 0.75% | 14,000 | $2.4M | No change |
| AMD Advanced Micro Devices | 0.75% | 15,000 | $2.4M | No change |
| ORCL Oracle Corp. | 0.74% | 17,000 | $2.4M | No change |
| GS Goldman Sachs Group Inc. | 0.70% | 5,000 | $2.3M | No change |
| COP Conocophillips | 0.63% | 18,000 | $2.1M | No change |
| CRM Salesforce Inc. | 0.63% | 8,000 | $2.1M | No change |
| PANW Palo Alto Networks Inc. | 0.63% | 6,000 | $2.0M | No change |
| HD Home Depot Inc. | 0.61% | 5,800 | $2.0M | No change |
| QCOM Qualcomm Inc. | 0.61% | 10,000 | $2.0M | No change |
| CI The Cigna Group | 0.61% | 6,000 | $2.0M | No change |
| NRG NRG Energy Inc. | 0.60% | 25,000 | $1.9M | No change |
| WFC Wells Fargo & Co. | 0.59% | 32,200 | $1.9M | No change |
| CVX Chevron Corp. | 0.58% | 12,000 | $1.9M | No change |
| HWM Howmet Aerospace Inc. | 0.57% | 24,000 | $1.9M | No change |
| PEP Pepsico Inc. | 0.56% | 11,100 | $1.8M | No change |
| MTSI Macom Technology Solutions H | 0.56% | 16,400 | $1.8M | No change |
| GE General Electric filed as GE AEROSPACE | 0.55% | 11,250 | $1.8M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 17,000 | $1.7M | No change |
| C Citigroup Inc. | 0.51% | 26,100 | $1.7M | No change |
| CSCO Cisco Systems Inc. | 0.49% | 33,300 | $1.6M | No change |
| T AT&T Inc. | 0.48% | 82,200 | $1.6M | No change |
| RTX RTX Corp. | 0.48% | 15,604 | $1.6M | No change |
| CMCSA Comcast Corp. Class A | 0.48% | 40,000 | $1.6M | No change |
| NFLX Netflix Inc. | 0.48% | 2,300 | $1.6M | No change |
| TXT Textron Inc. | 0.48% | 18,000 | $1.5M | No change |
| UNH Unitedhealth Group Inc. | 0.47% | 3,000 | $1.5M | No change |
| PRU Prudential Financial Inc. | 0.47% | 13,000 | $1.5M | No change |
| PM Philip Morris International | 0.47% | 15,000 | $1.5M | No change |
| AMGN Amgen Inc. | 0.45% | 4,700 | $1.5M | No change |
| LOW Lowe's Cos Inc. | 0.45% | 6,600 | $1.5M | No change |
| NEE Nextera Energy Inc. | 0.44% | 20,400 | $1.4M | No change |
| ABT Abbott Laboratories | 0.44% | 13,900 | $1.4M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 2,600 | $1.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 8,000 | $1.4M | No change |
| MU Micron Technology Inc. | 0.40% | 10,000 | $1.3M | No change |
| ABBV Abbvie Inc. | 0.40% | 7,562 | $1.3M | Reduce -34.6% |
| FDX FedEx Corp. | 0.40% | 4,300 | $1.3M | No change |
| KBR KBR Inc. | 0.39% | 20,000 | $1.3M | No change |
| SYK Stryker Corp. | 0.39% | 3,700 | $1.3M | No change |
| LEN.B Lennar Corp. Class B | 0.39% | 9,000 | $1.3M | No change |
| CTVA Corteva Inc. | 0.38% | 23,000 | $1.2M | No change |
| VZ Verizon Communications Inc. | 0.38% | 30,000 | $1.2M | No change |
| MS Morgan Stanley | 0.38% | 12,600 | $1.2M | No change |
| BKNG Booking Holdings Inc. | 0.37% | 300 | $1.2M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 10,700 | $1.2M | No change |
| CCI Crown Castle Inc. | 0.36% | 12,000 | $1.2M | No change |
| MCK McKesson Corp. | 0.36% | 2,000 | $1.2M | No change |
| FCX Freeport-McMoran Inc. | 0.36% | 23,900 | $1.2M | No change |
| OKE Oneok Inc. | 0.35% | 14,000 | $1.1M | No change |
| ACN Accenture PLC Class A | 0.35% | 3,700 | $1.1M | No change |
| THO Thor Industries Inc. | 0.34% | 12,000 | $1.1M | No change |
| DE Deere & Co. | 0.34% | 3,000 | $1.1M | No change |
| PFE Pfizer Inc. | 0.34% | 40,000 | $1.1M | No change |
| UPS United Parcel Service Class B | 0.34% | 8,000 | $1.1M | No change |
| PTC PTC Inc. | 0.34% | 6,000 | $1.1M | No change |
| BMY Bristol-Myers Squibb Co. | 0.32% | 25,000 | $1.0M | No change |
| MDT Medtronic PLC | 0.31% | 13,000 | $1.0M | No change |
| GM General Motors Co. | 0.31% | 22,000 | $1.0M | No change |
| LH Labcorp Holdings Inc. | 0.31% | 5,000 | $1.0M | No change |
| ADBE Adobe Inc. | 0.31% | 1,800 | $1000K | No change |
| CAT Caterpillar Inc. | 0.31% | 3,000 | $999K | No change |
| ADSK Autodesk Inc. | 0.30% | 4,000 | $990K | No change |
| MET Metlife Inc. | 0.30% | 14,000 | $983K | No change |
| AMT American Tower Corp. | 0.30% | 5,000 | $972K | No change |
| CP Canadian Pacific Kansas City | 0.30% | 12,304 | $969K | No change |
| CAG Conagra Brands Inc. | 0.30% | 34,000 | $966K | No change |
| DLTR Dollar Tree Inc. | 0.30% | 9,000 | $961K | No change |
| ETN Eaton Corp. PLC | 0.29% | 3,000 | $941K | Reduce -50.0% |
| PNC PNC Financial Services Group | 0.29% | 6,000 | $933K | No change |
| MGM MGM Resorts International | 0.27% | 20,000 | $889K | No change |
| KOP Koppers Holdings Inc. | 0.27% | 24,000 | $888K | No change |
| AEP American Electric Power | 0.27% | 10,000 | $877K | No change |
| MDLZ Mondelez International Inc. Class A | 0.26% | 13,000 | $851K | No change |
| DOV Dover Corp. | 0.26% | 4,700 | $848K | No change |
| PPL PPL Corp. | 0.26% | 30,000 | $830K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.25% | 10,621 | $828K | No change |
| CSL Carlisle Cos Inc. | 0.25% | 2,000 | $810K | No change |
| CEG Constellation Energy | 0.25% | 4,000 | $801K | No change |
| WDC Western Digital Corp. | 0.24% | 10,400 | $788K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.23% | 18,000 | $756K | No change |