| MSFT Microsoft Corp. | 8.27% | 92,922 | $46.2M | Reduce -0.9% |
| VZ Verizon Communications Inc. | 6.20% | 800,690 | $34.6M | Add +21.1% |
| AAPL Apple Inc. | 4.89% | 133,261 | $27.3M | Add +29.1% |
| GOOGL Alphabet Inc. Class A | 4.59% | 145,519 | $25.6M | Add +20.4% |
| EG Everest Group Ltd. | 2.53% | 41,596 | $14.1M | Add +15.8% |
| VRSN Verisign Inc. | 2.44% | 47,251 | $13.6M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 2.39% | 18,124 | $13.4M | Add +13.4% |
| CHKP Check Point Software Tech | 2.09% | 52,751 | $11.7M | Add +10.5% |
| T AT&T Inc. | 2.07% | 399,857 | $11.6M | Add +4.4% |
| CSCO Cisco Systems Inc. | 2.07% | 166,748 | $11.6M | Add +17.0% |
| C Citigroup Inc. | 2.05% | 134,550 | $11.5M | Add +1.2% |
| V Visa Inc. Class A | 1.98% | 31,121 | $11.1M | Add +14.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.87% | 10,019 | $10.4M | Add +18.6% |
| KR Kroger Co. | 1.63% | 127,329 | $9.1M | Add +7.5% |
| MRK Merck & Co. Inc. | 1.55% | 109,717 | $8.7M | Add +11.5% |
| DVA Davita Inc. | 1.50% | 58,861 | $8.4M | Add +39.1% |
| JNJ Johnson & Johnson | 1.50% | 54,835 | $8.4M | Add +18.7% |
| AVGO Broadcom Inc. | 1.38% | 27,975 | $7.7M | Reduce -16.1% |
| STLA Stellantis NV | 1.35% | 740,649 | $7.5M | Add +40.8% |
| PG The Procter & Gamble Co. | 1.33% | 46,647 | $7.4M | Add +7.7% |
| HCA HCA Healthcare Inc. | 1.31% | 19,146 | $7.3M | Reduce -1.4% |
| DGX Quest Diagnostics Inc. | 1.29% | 39,998 | $7.2M | Add +2.4% |
| AMZN Amazon.com Inc. | 1.27% | 32,364 | $7.1M | Add +12.4% |
| TRV The Travelers Cos Inc. | 1.24% | 25,937 | $6.9M | Add +4.9% |
| ED Consolidated Edison Inc. | 1.20% | 66,760 | $6.7M | Add +16.2% |
| GILD Gilead Sciences Inc. | 1.18% | 59,376 | $6.6M | Add +19.3% |
| ELV Elevance Health Inc. | 1.13% | 16,200 | $6.3M | Add +42.5% |
| LH Labcorp Holdings Inc. | 1.08% | 23,062 | $6.1M | Add +6.1% |
| PFE Pfizer Inc. | 1.08% | 249,046 | $6.0M | Add +16.2% |
| CI The Cigna Group | 1.07% | 18,123 | $6.0M | Add +0.5% |
| NVDA Nvidia Corp. | 1.05% | 36,970 | $5.8M | Add +41.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.99% | 18,802 | $5.5M | Add +1.5% |
| NEM Newmont Corp. | 0.99% | 94,662 | $5.5M | Reduce -10.7% |
| GM General Motors Co. | 0.96% | 109,382 | $5.4M | Add +19.6% |
| MDT Medtronic PLC | 0.95% | 60,701 | $5.3M | Add +34.4% |
| CAH Cardinal Health Inc. | 0.91% | 30,166 | $5.1M | Add +1.4% |
| JBL Jabil Inc. | 0.89% | 22,912 | $5.0M | Add +8.1% |
| AEM Agnico Eagle Mines Ltd. | 0.89% | 41,958 | $5.0M | Reduce -5.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.89% | 39,873 | $4.9M | Add +3.2% |
| SKX Skechers USA Inc. Class A | 0.88% | 77,795 | $4.9M | Reduce -5.8% |
| WPC WP Carey Inc. | 0.88% | 78,547 | $4.9M | Add +5.3% |
| CL Colgate-Palmolive Co. | 0.88% | 53,780 | $4.9M | Add +8.2% |
| PSA Public Storage | 0.87% | 16,471 | $4.8M | Add +12.1% |
| KHC The Kraft Heinz Co. | 0.86% | 187,083 | $4.8M | Add +8.0% |
| CVS CVS Health Corp. | 0.83% | 66,910 | $4.6M | Add +7.8% |
| HPQ HP Inc. | 0.82% | 187,702 | $4.6M | Add +19.8% |
| MCK McKesson Corp. | 0.82% | 6,215 | $4.6M | Reduce -6.0% |
| TD Toronto-Dominion Bank | 0.81% | 61,351 | $4.5M | Add +3.3% |
| ABBV Abbvie Inc. | 0.79% | 23,830 | $4.4M | Add +15.5% |
| WPM Wheaton Precious Metals Corp. | 0.74% | 46,379 | $4.2M | Reduce -1.4% |
| ARW Arrow Electronics Inc. | 0.74% | 32,548 | $4.1M | Add +5.1% |
| RY Royal Bank of Canada | 0.73% | 31,210 | $4.1M | Add +2.9% |
| WMT Walmart Inc. | 0.73% | 41,895 | $4.1M | Reduce -34.9% |
| QCOM Qualcomm Inc. | 0.71% | 24,876 | $4.0M | Reduce -3.1% |
| EXC Exelon Corp. | 0.70% | 90,006 | $3.9M | Add +31.3% |
| BMY Bristol-Myers Squibb Co. | 0.69% | 83,227 | $3.9M | Add +42.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.68% | 38,670 | $3.8M | Add +5.9% |
| GDDY GoDaddy Inc. Class A | 0.66% | 20,379 | $3.7M | Add +49.0% |
| ORCL Oracle Corp. | 0.64% | 16,323 | $3.6M | Reduce -25.4% |
| MRSH Marsh & McLennan Cos | 0.63% | 16,107 | $3.5M | Add +29.3% |
| GIS General Mills Inc. | 0.59% | 64,074 | $3.3M | Add +6.1% |
| NFLX Netflix Inc. | 0.59% | 2,446 | $3.3M | Add +35.4% |
| ADBE Adobe Inc. | 0.58% | 8,310 | $3.2M | New |
| KGC Kinross Gold Corp. | 0.55% | 198,700 | $3.1M | Reduce -16.6% |
| REGN Regeneron Pharmaceuticals | 0.53% | 5,690 | $3.0M | Add +303.0% |
| DECK Deckers Outdoor Corp. | 0.52% | 27,971 | $2.9M | Add +50.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.48% | 5,985 | $2.7M | Reduce -34.4% |
| CVX Chevron Corp. | 0.46% | 17,929 | $2.6M | Add +14.9% |
| UBER Uber Technologies Inc. | 0.45% | 26,964 | $2.5M | Add +14.7% |
| ACI Albertsons Cos Inc. Class A | 0.45% | 116,772 | $2.5M | Reduce -15.3% |
| XOM Exxon Mobil Corp. | 0.45% | 23,061 | $2.5M | Add +34.8% |
| CCI Crown Castle Inc. | 0.42% | 23,100 | $2.4M | New |
| DUK Duke Energy Corp. | 0.42% | 19,909 | $2.3M | Add +5.1% |
| UNH Unitedhealth Group Inc. | 0.42% | 7,505 | $2.3M | Add +14.1% |
| ACN Accenture PLC Class A | 0.42% | 7,774 | $2.3M | Add +39.7% |
| PEP Pepsico Inc. | 0.42% | 17,584 | $2.3M | Add +17.2% |
| SBRA Sabra Health Care REIT Inc. | 0.39% | 118,706 | $2.2M | Reduce -6.6% |
| ABNB Airbnb Inc. Class A | 0.39% | 16,337 | $2.2M | Add +144.3% |
| ROIV Roivant Sciences Ltd. | 0.36% | 176,811 | $2.0M | Add +11.9% |
| UPS United Parcel Service Class B | 0.34% | 18,886 | $1.9M | Add +24.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.18% | 17,472 | $1.0M | No change |
| WST West Pharmaceutical Services | 0.11% | 2,850 | $624K | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 3,220 | $571K | Add +2.4% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.08% | 34,454 | $473K | Add +46.9% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.06% | 22,657 | $342K | Reduce -34.6% |
| MFG Mizuho Financial Group-ADR | 0.05% | 50,000 | $278K | New |
| VTRS Viatris Inc. | 0.04% | 23,864 | $213K | Add +247.7% |