| AAPL Apple Inc. | 7.22% | 320,664 | $71.2M | Reduce -1.3% |
| MSFT Microsoft Corp. | 7.09% | 186,286 | $69.9M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 5.06% | 203,431 | $49.9M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 4.72% | 244,611 | $46.5M | Reduce -2.1% |
| V Visa Inc. Class A | 4.20% | 118,140 | $41.4M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 3.96% | 250,096 | $39.1M | Reduce -0.8% |
| INTU Intuit Inc. | 3.33% | 53,549 | $32.9M | Add +3.2% |
| DHR Danaher Corp. | 3.11% | 149,674 | $30.7M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.88% | 50,778 | $28.4M | Add +7.0% |
| KO The Coca-Cola Co. | 2.71% | 373,535 | $26.8M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 2.71% | 28,244 | $26.7M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 2.61% | 51,806 | $25.8M | Reduce -0.9% |
| CHD Church & Dwight Co. Inc. | 2.60% | 233,325 | $25.7M | Reduce -6.4% |
| LIN Linde PLC | 2.58% | 54,570 | $25.4M | Reduce -0.8% |
| CRM Salesforce Inc. | 2.57% | 94,308 | $25.3M | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS | 2.52% | 37,545 | $24.9M | Add +51.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.19% | 516,934 | $21.6M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 2.18% | 327,810 | $21.5M | Reduce -1.4% |
| MCD McDonald's Corp. | 2.15% | 67,751 | $21.2M | Reduce -0.9% |
| GTLS Chart Industries Inc. | 2.08% | 142,319 | $20.5M | Reduce -0.9% |
| MMM 3M Co. | 1.99% | 133,568 | $19.6M | Reduce -1.0% |
| AME Ametek Inc. | 1.97% | 112,988 | $19.4M | Reduce -1.4% |
| HD Home Depot Inc. | 1.95% | 52,336 | $19.2M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 1.76% | 245,160 | $17.4M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 1.74% | 253,577 | $17.2M | Reduce -8.4% |
| COO The Cooper Cos Inc. | 1.64% | 191,854 | $16.2M | Add +1.9% |
| META Meta Platforms Inc. Class A | 1.56% | 26,657 | $15.4M | Add +1267.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.51% | 150,489 | $14.9M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 1.47% | 80,792 | $14.5M | Reduce -2.9% |
| NOW ServiceNow Inc. | 1.43% | 17,750 | $14.1M | Add +1.1% |
| NKE Nike Inc. Class B | 1.38% | 213,776 | $13.6M | Add +3.9% |
| ROP Roper Technologies Inc. | 1.36% | 22,815 | $13.5M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.27% | 74,645 | $12.5M | Add +4001.4% |
| ODFL Old Dominion Freight Line | 1.09% | 64,866 | $10.7M | Add +0.6% |
| REGN Regeneron Pharmaceuticals | 1.07% | 16,711 | $10.6M | Reduce -2.4% |
| UNP Union Pacific Corp. | 1.06% | 44,066 | $10.4M | Add +3.6% |
| EOG EOG Resources Inc. | 0.89% | 68,650 | $8.8M | Reduce -8.6% |
| NVDA Nvidia Corp. | 0.61% | 55,680 | $6.0M | Add +0.4% |
| PEP Pepsico Inc. | 0.57% | 37,504 | $5.6M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.53% | 31,335 | $5.2M | Reduce -2.2% |
| AXP American Express Co. | 0.39% | 14,198 | $3.8M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.35% | 28,644 | $3.4M | No change |
| AMD Advanced Micro Devices | 0.33% | 31,248 | $3.2M | Reduce -78.5% |
| VLTO Veralto Corp. | 0.29% | 29,418 | $2.9M | Reduce -12.1% |
| ACN Accenture PLC Class A | 0.22% | 7,075 | $2.2M | Reduce -64.4% |
| SBUX Starbucks Corp. | 0.22% | 21,795 | $2.1M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.20% | 2,388 | $2.0M | Reduce -1.6% |
| CVX Chevron Corp. | 0.18% | 10,675 | $1.8M | Reduce -8.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 2 | $1.6M | No change |
| PG The Procter & Gamble Co. | 0.16% | 9,191 | $1.6M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.15% | 10,827 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.13% | 6,157 | $1.3M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.12% | 7,482 | $1.2M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.11% | 3,158 | $1.0M | No change |
| PFE Pfizer Inc. | 0.10% | 40,462 | $1.0M | Reduce -5.7% |
| BSX Boston Scientific Corp. | 0.10% | 10,000 | $1.0M | No change |
| CL Colgate-Palmolive Co. | 0.10% | 10,718 | $1.0M | Reduce -7.8% |
| PM Philip Morris International | 0.10% | 6,306 | $1.0M | Reduce -3.1% |
| MA Mastercard Inc. Class A | 0.10% | 1,755 | $962K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,730 | $889K | Reduce -9.7% |
| WSM Williams-Sonoma Inc. | 0.08% | 5,000 | $791K | No change |
| YUM Yum! Brands Inc. | 0.08% | 4,805 | $756K | No change |
| MO Altria Group Inc. | 0.07% | 11,385 | $683K | Reduce -2.6% |
| ADI Analog Devices Inc. | 0.06% | 2,733 | $551K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 1,025 | $546K | Reduce -8.9% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,657 | $532K | No change |
| IDXX Idexx Laboratories Inc. | 0.05% | 1,225 | $514K | No change |
| LOW Lowe's Cos Inc. | 0.05% | 2,140 | $499K | No change |
| AMGN Amgen Inc. | 0.05% | 1,475 | $460K | Reduce -1.7% |
| SPGI S&P Global Inc. | 0.04% | 846 | $430K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 770 | $421K | No change |
| RTX RTX Corp. | 0.04% | 2,969 | $393K | No change |
| PODD Insulet Corp. | 0.04% | 1,425 | $374K | No change |
| ORCL Oracle Corp. | 0.04% | 2,568 | $359K | No change |
| MRK Merck & Co. Inc. | 0.03% | 3,449 | $310K | No change |
| BLK BlackRock Inc. | 0.03% | 300 | $284K | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 7,622 | $281K | Reduce -20.0% |
| IVV iShares Core S&P 500 ETF | 0.03% | 483 | $271K | No change |
| HON Honeywell International Inc. | 0.03% | 1,275 | $270K | Reduce -5.3% |
| APD Air Products & Chemicals Inc. | 0.03% | 915 | $270K | No change |
| DXCM Dexcom Inc. | 0.03% | 3,800 | $260K | No change |
| GEV GE Vernova Inc. | 0.03% | 826 | $252K | No change |
| ROST Ross Stores Inc. | 0.03% | 1,964 | $251K | No change |
| ED Consolidated Edison Inc. | 0.02% | 2,000 | $221K | New |
| BXMT Blackstone Mortgage Tru Class A | 0.02% | 11,000 | $220K | No change |
| FTV Fortive Corp. | 0.02% | 3,000 | $220K | Reduce -14.9% |
| ZTS Zoetis Inc. | 0.02% | 1,282 | $211K | No change |