| AVGO Broadcom Inc. | 3.03% | 4,739 | $7.6M | Add +0.4% |
| QCOM Qualcomm Inc. | 2.59% | 32,611 | $6.5M | Add +0.2% |
| AAPL Apple Inc. | 2.53% | 30,098 | $6.3M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.42% | 14,945 | $6.1M | Add +5.0% |
| NVDA Nvidia Corp. | 2.31% | 46,853 | $5.8M | Add +0.5% |
| NEE Nextera Energy Inc. | 1.83% | 64,755 | $4.6M | Add +3.5% |
| PG The Procter & Gamble Co. | 1.81% | 27,539 | $4.5M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.62% | 9,096 | $4.1M | Add +0.5% |
| VGLT Vanguard Long-Term Treasury | 1.38% | 60,143 | $3.5M | Reduce -1.2% |
| SPG Simon Property Group Inc. | 1.38% | 22,737 | $3.5M | Add +2.6% |
| ABBV Abbvie Inc. | 1.35% | 19,739 | $3.4M | Add +1.1% |
| NXPI NXP Semiconductors NV | 1.33% | 12,418 | $3.3M | Add +4.9% |
| TXN Texas Instruments Inc. | 1.32% | 17,089 | $3.3M | Add +3.0% |
| JNJ Johnson & Johnson | 1.31% | 22,456 | $3.3M | Add +3.0% |
| CAT Caterpillar Inc. | 1.30% | 9,821 | $3.3M | Add +1.1% |
| ARCC Ares Capital Corp. | 1.29% | 155,466 | $3.2M | Add +2.4% |
| R Ryder System Inc. | 1.28% | 25,866 | $3.2M | Add +5.0% |
| KMI Kinder Morgan Inc. | 1.27% | 160,601 | $3.2M | Add +3.0% |
| OBDC Blue Owl Capital Corp. | 1.15% | 187,859 | $2.9M | Add +4.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.15% | 100,566 | $2.9M | Add +2.6% |
| GBX Greenbrier Companies Inc. | 1.14% | 57,564 | $2.9M | Add +11.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.12% | 5,875 | $2.8M | Reduce -0.2% |
| UPS United Parcel Service Class B | 1.11% | 20,343 | $2.8M | Add +3.9% |
| HTGC Hercules Capital Inc. | 1.09% | 134,342 | $2.7M | Add +9.1% |
| KO The Coca-Cola Co. | 1.08% | 42,624 | $2.7M | Add +9.9% |
| CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW | 1.08% | 155,183 | $2.7M | Add +5.6% |
| MMM 3M Co. | 1.07% | 26,348 | $2.7M | Add +0.8% |
| MAA Mid-America Apartment Comm | 1.07% | 18,844 | $2.7M | Add +9.6% |
| STWD Starwood Property Trust Inc. | 1.07% | 141,797 | $2.7M | Add +2.5% |
| EPRT Essential Properties Realty | 1.06% | 95,817 | $2.7M | Add +6.0% |
| LHX L3HARRIS Technologies Inc. | 1.05% | 11,743 | $2.6M | Add +4.4% |
| GLW Corning Inc. | 1.04% | 67,300 | $2.6M | Add +10.8% |
| VZ Verizon Communications Inc. | 1.04% | 63,317 | $2.6M | Add +8.2% |
| DOW Dow Inc. | 1.02% | 48,455 | $2.6M | Add +2.2% |
| CTRE Caretrust REIT Inc. | 1.02% | 102,275 | $2.6M | Add +6.3% |
| ARE Alexandria Real Estate Equit | 1.02% | 21,943 | $2.6M | Add +5.9% |
| EMR Emerson Electric Co. | 1.01% | 22,935 | $2.5M | Add +9.9% |
| ADP Automatic Data Processing | 0.99% | 10,456 | $2.5M | Add +12.6% |
| LMT Lockheed Martin Corp. | 0.96% | 5,160 | $2.4M | Add +10.0% |
| GBDC Golub Capital BDC Inc. | 0.96% | 153,287 | $2.4M | Add +8.2% |
| TSLX Sixth Street Specialty Lendi | 0.96% | 112,482 | $2.4M | Add +9.8% |
| ADM Archer-Daniels-Midland Co. | 0.95% | 39,653 | $2.4M | Add +9.7% |
| FSK FS KKR Capital Corp. | 0.95% | 120,451 | $2.4M | Add +8.7% |
| BXMT Blackstone Mortgage Tru Class A | 0.94% | 135,968 | $2.4M | Add +2.2% |
| WHR Whirlpool Corp. | 0.94% | 23,173 | $2.4M | Add +6.4% |
| PNNT Pennantpark Investment Corp. | 0.94% | 310,986 | $2.3M | Add +10.2% |
| BIPC Brookfield Infrastructure-A | 0.92% | 68,684 | $2.3M | Add +7.6% |
| KHC The Kraft Heinz Co. | 0.91% | 70,918 | $2.3M | Add +3.2% |
| SMCI Super Micro Computer Inc. | 0.89% | 2,711 | $2.2M | Add +3.7% |
| HY Hyster-Yale Inc. | 0.87% | 31,450 | $2.2M | Add +13.3% |
| CCI Crown Castle Inc. | 0.86% | 22,058 | $2.2M | Add +26.9% |
| HD Home Depot Inc. | 0.84% | 6,151 | $2.1M | Add +12.3% |
| MDT Medtronic PLC | 0.82% | 26,163 | $2.1M | Add +6.2% |
| ABT Abbott Laboratories | 0.82% | 19,738 | $2.1M | Add +13.3% |
| SON Sonoco Products Co. | 0.81% | 40,096 | $2.0M | Add +7.8% |
| SPOK Spok Holdings Inc. filed as SPOK HLDGS INC | 0.79% | 133,040 | $2.0M | Add +13.6% |
| IVV iShares Core S&P 500 ETF | 0.73% | 3,346 | $1.8M | Reduce -0.7% |
| KLAC KLA Corp. | 0.64% | 1,945 | $1.6M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 0.58% | 7,965 | $1.5M | Add +4.5% |
| CAMT Camtek Ltd. | 0.55% | 11,014 | $1.4M | Add +8.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.55% | 15,377 | $1.4M | Reduce -35.0% |
| AMAT Applied Materials Inc. | 0.55% | 5,808 | $1.4M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.48% | 6,655 | $1.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.48% | 6,225 | $1.2M | Reduce -3.0% |
| CLS Celestica Inc. | 0.42% | 18,255 | $1.0M | Add +15.7% |
| NVMI Nova Ltd. | 0.39% | 4,195 | $984K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.39% | 1,152 | $979K | Add +12.1% |
| CAH Cardinal Health Inc. | 0.39% | 9,942 | $978K | Reduce -29.1% |
| TPR Tapestry Inc. | 0.37% | 21,764 | $931K | Add +12.1% |
| MRVL Marvell Technology Inc. | 0.37% | 13,318 | $931K | Add +4.9% |
| RMBS Rambus Inc. | 0.37% | 15,814 | $929K | Add +12.1% |
| DKS Dick's Sporting Goods Inc. | 0.34% | 3,966 | $852K | Add +9.7% |
| SHAK Shake Shack Inc. Class A | 0.33% | 9,264 | $834K | Add +12.4% |
| UNP Union Pacific Corp. | 0.33% | 3,663 | $829K | Reduce -6.9% |
| PANW Palo Alto Networks Inc. | 0.33% | 2,429 | $823K | Add +16.0% |
| CLH Clean Harbors Inc. | 0.32% | 3,598 | $814K | Add +11.7% |
| TSCO Tractor Supply Company | 0.31% | 2,898 | $783K | Add +19.0% |
| STAG Stag Industrial Inc. | 0.31% | 21,450 | $773K | Reduce -15.4% |
| META Meta Platforms Inc. Class A | 0.31% | 1,522 | $767K | Add +2.5% |
| MHO M/I Homes Inc. | 0.30% | 6,247 | $763K | Add +9.8% |
| PLAB Photronics Inc. | 0.30% | 30,699 | $757K | Add +14.4% |
| BLDR Builders Firstsource Inc. | 0.30% | 5,423 | $751K | Add +9.0% |
| FLR Fluor Corp. | 0.30% | 17,201 | $749K | Add +20.1% |
| ZS Zscaler Inc. | 0.29% | 3,851 | $740K | Add +1.5% |
| SBUX Starbucks Corp. | 0.29% | 9,384 | $731K | Reduce -9.8% |
| OC Owens Corning | 0.29% | 4,143 | $720K | Add +17.1% |
| FISV Fiserv Inc. | 0.28% | 4,727 | $705K | Add +16.3% |
| INTU Intuit Inc. | 0.28% | 1,062 | $698K | Reduce -6.0% |
| O Realty Income Corp. | 0.27% | 12,874 | $680K | Reduce -12.8% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.27% | 4,845 | $675K | Add +18.2% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.26% | 10,169 | $653K | Add +5.5% |
| XLK SS Technology Select Sector | 0.26% | 2,863 | $648K | Add +0.2% |
| RCMT RCM Technologies Inc. | 0.26% | 34,376 | $644K | Add +18.9% |
| MOD Modine Manufacturing Co. | 0.25% | 6,337 | $635K | Add +20.5% |
| STRL Sterling Infrastructure Inc. | 0.25% | 5,346 | $633K | Add +20.3% |
| COHR Coherent Corp. | 0.25% | 8,576 | $621K | Add +5.0% |
| VRRM Verra Mobility Corp. | 0.24% | 22,273 | $606K | Add +20.7% |
| ADBE Adobe Inc. | 0.24% | 1,089 | $605K | Add +4.0% |
| CRUS Cirrus Logic Inc. | 0.24% | 4,659 | $595K | Add +6.8% |
| BHE Benchmark Electronics Inc. | 0.23% | 14,911 | $588K | Add +7.5% |
| ISRG Intuitive Surgical Inc. | 0.23% | 1,289 | $573K | Add +23.9% |
| WNC Wabash National Corp. | 0.23% | 26,212 | $572K | Add +11.6% |
| BELFB Bel Fuse Inc. Class B | 0.22% | 8,419 | $549K | Add +24.6% |
| CMI Cummins Inc. | 0.22% | 1,980 | $548K | Add +21.4% |
| FN Fabrinet | 0.21% | 2,204 | $540K | Add +15.2% |
| NSIT Insight Enterprises Inc. | 0.21% | 2,703 | $536K | Add +22.5% |
| AMGN Amgen Inc. | 0.21% | 1,713 | $535K | Add +54.0% |
| SWKS Skyworks Solutions Inc. | 0.21% | 5,017 | $535K | Reduce -4.4% |
| WFRD Weatherford International PL | 0.21% | 4,361 | $534K | Add +23.9% |
| LRCX Lam Research Corp. | 0.21% | 493 | $525K | Add +7.6% |
| TWLO Twilio Inc. Class A | 0.21% | 9,147 | $520K | Add +11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 941 | $512K | Add +3.8% |
| INGR Ingredion Inc. | 0.20% | 4,408 | $506K | Reduce -24.8% |
| AMD Advanced Micro Devices | 0.20% | 3,109 | $504K | Add +10.8% |
| CRM Salesforce Inc. | 0.20% | 1,927 | $495K | Reduce -0.4% |
| CCS Century Communities Inc. | 0.20% | 6,009 | $491K | Add +26.2% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 11,790 | $490K | Reduce -18.1% |
| INTC Intel Corp. | 0.19% | 15,768 | $488K | Reduce -23.5% |
| ULTA Ulta Beauty Inc. | 0.19% | 1,251 | $483K | Add +16.6% |
| PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC | 0.19% | 21,082 | $482K | Add +8.2% |
| BLD Topbuild Corp. | 0.19% | 1,247 | $480K | Add +25.2% |
| PYPL PayPal Holdings Inc. | 0.19% | 8,186 | $475K | Add +12.2% |
| POWL Powell Industries Inc. | 0.19% | 3,310 | $475K | Add +27.6% |
| SNA Snap-on Inc. | 0.19% | 1,802 | $471K | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 4,381 | $467K | Add +5.0% |
| JPM JPMorgan Chase & Co. | 0.18% | 2,283 | $462K | Add +2.6% |
| GCT Gigacloud Technology Inc. Class A | 0.18% | 15,007 | $457K | Add +22.6% |
| JBI Janus International Group Inc. | 0.18% | 35,209 | $445K | Add +26.0% |
| WMT Walmart Inc. | 0.18% | 6,527 | $442K | Reduce -11.9% |
| MU Micron Technology Inc. | 0.17% | 3,286 | $432K | Reduce -9.7% |
| PEP Pepsico Inc. | 0.17% | 2,598 | $429K | Add +0.4% |
| SNPS Synopsys Inc. | 0.17% | 719 | $428K | Reduce -11.3% |
| CRL Charles River Laboratories | 0.17% | 2,057 | $425K | Add +24.8% |
| ON On Semiconductor | 0.17% | 6,066 | $416K | Add +7.3% |
| UCTT Ultra Clean Holdings Inc. | 0.17% | 8,480 | $416K | Reduce -10.2% |
| SMLR Semler Scientific Inc. | 0.16% | 12,007 | $413K | Add +33.2% |
| KMB Kimberly-Clark Corp. | 0.16% | 2,903 | $401K | Reduce -26.1% |
| S Sentinelone Inc. Class A | 0.16% | 18,840 | $397K | Add +27.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,283 | $395K | Reduce -20.7% |
| AEP American Electric Power | 0.16% | 4,477 | $393K | Add +20.4% |
| MRK Merck & Co. Inc. | 0.15% | 3,127 | $387K | Add +1.1% |
| APP AppLovin Corp. Class A | 0.15% | 4,631 | $385K | Add +16.1% |
| GPN Global Payments Inc. | 0.15% | 3,960 | $383K | Add +7.5% |
| LLY Eli Lilly & Co. | 0.15% | 415 | $376K | Add +1.2% |
| WM Waste Management Inc. | 0.15% | 1,727 | $368K | Add +0.2% |
| PFE Pfizer Inc. | 0.14% | 12,954 | $362K | Reduce -0.5% |
| LULU Lululemon Athletica Inc. | 0.14% | 1,199 | $358K | Add +23.7% |
| CAG Conagra Brands Inc. | 0.14% | 12,576 | $357K | Reduce -1.7% |
| CGBD Carlyle Secured Lending Inc. | 0.14% | 19,899 | $353K | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.14% | 3,063 | $353K | Add +0.8% |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.14% | 11,773 | $348K | Reduce -2.0% |
| MS Morgan Stanley | 0.14% | 3,517 | $342K | Add +1.3% |
| PARR Par Pacific Holdings Inc. | 0.14% | 13,498 | $341K | Add +25.7% |
| WEX Wex Inc. | 0.14% | 1,922 | $340K | Add +5.7% |
| USIG iShares Broad Usd Investment | 0.13% | 6,687 | $336K | Reduce -5.9% |
| HDSN Hudson Technologies Inc. | 0.13% | 37,430 | $329K | Add +18.0% |
| AVNW Aviat Networks Inc. | 0.13% | 11,386 | $327K | Add +6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 873 | $327K | Add +1.9% |
| MPWR Monolithic Power Systems Inc. | 0.13% | 382 | $314K | Add +17.2% |
| LYB Lyondellbasell Indu Class A | 0.12% | 3,269 | $313K | Reduce -3.0% |
| NSSC Napco Security Technologies | 0.12% | 5,921 | $308K | Add +20.4% |
| INDI Indie Semiconductor Inc. Class A | 0.12% | 48,855 | $301K | Add +15.2% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 11,878 | $301K | Add +21.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 784 | $300K | Add +22.1% |
| ORCL Oracle Corp. | 0.12% | 2,109 | $298K | Add +1.4% |
| SOLV Solventum Corp. | 0.12% | 5,616 | $297K | New |
| BKH Black Hills Corp. | 0.12% | 5,431 | $295K | Reduce -0.9% |
| GIS General Mills Inc. | 0.12% | 4,655 | $294K | Reduce -2.2% |
| CVLG Covenant Logistics Group Inc. | 0.11% | 5,723 | $282K | Reduce -3.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 1,954 | $279K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.11% | 2,262 | $272K | Reduce -0.9% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.11% | 2,080 | $272K | Add +18.7% |
| BX Blackstone Inc. | 0.11% | 2,163 | $268K | Add +0.4% |
| OSIS Osi Systems Inc. | 0.11% | 1,943 | $267K | Add +17.5% |
| UNH Unitedhealth Group Inc. | 0.11% | 523 | $266K | New |
| OKTA Okta Inc. | 0.11% | 2,842 | $266K | Add +15.1% |
| QRVO Qorvo Inc. | 0.11% | 2,291 | $266K | Add +20.3% |
| MSM MSC Industrial Direct Co. Class A | 0.10% | 3,261 | $259K | Reduce -40.3% |
| LDOS Leidos Holdings Inc. | 0.10% | 1,760 | $257K | Add +12.9% |
| AXP American Express Co. | 0.10% | 1,095 | $254K | Add +0.1% |
| MPTI M-Tron Industries Inc. | 0.10% | 7,069 | $249K | Add +28.7% |
| TRMB Trimble Inc. | 0.10% | 4,449 | $249K | Add +17.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.10% | 2,275 | $248K | Reduce -5.9% |
| FOUR SHIFT4 Payments Inc. Class A | 0.10% | 3,378 | $248K | Add +24.6% |
| XLY SS Consumer Disc Select Sect | 0.10% | 1,352 | $247K | Add +0.2% |
| DELL Dell Technologies -C | 0.10% | 1,744 | $240K | Reduce -7.1% |
| T AT&T Inc. | 0.10% | 12,576 | $240K | Reduce -19.8% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 10,596 | $239K | Reduce -7.3% |
| CECO Ceco Environmental Corp. | 0.10% | 8,275 | $239K | Reduce -1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,465 | $235K | Add +2.1% |
| DUK Duke Energy Corp. | 0.09% | 2,339 | $234K | Reduce -2.5% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.09% | 2,645 | $232K | Reduce -4.2% |
| CSCO Cisco Systems Inc. | 0.09% | 4,823 | $229K | Reduce -12.0% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 4,632 | $229K | Add +2.6% |
| PAGS Pagseguro Digital Ltd. Class A | 0.09% | 19,487 | $228K | Add +20.9% |
| FTNT Fortinet Inc. | 0.09% | 3,734 | $225K | Add +21.0% |
| SO The Southern Co. | 0.09% | 2,888 | $224K | Reduce -4.4% |
| SURG Surgepays Inc. | 0.09% | 68,990 | $220K | Add +18.7% |
| RL Ralph Lauren Corp. | 0.09% | 1,254 | $219K | Reduce -3.2% |
| PLD Prologis Inc. | 0.09% | 1,927 | $216K | Add +8.9% |
| AKAM Akamai Technologies Inc. | 0.08% | 2,358 | $212K | Add +21.3% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 2,288 | $212K | Reduce -7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 2,128 | $211K | Reduce -6.2% |
| ORLY O'reilly Automotive Inc. | 0.08% | 199 | $210K | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.08% | 934 | $206K | Add +0.3% |
| TRIN Trinity Capital Inc. | 0.08% | 14,512 | $205K | Add +9.2% |
| AMT American Tower Corp. | 0.08% | 1,051 | $204K | Reduce -20.5% |
| SYNA Synaptics Inc. | 0.08% | 2,306 | $203K | Reduce -15.7% |
| OXM Oxford Industries Inc. | 0.08% | 2,018 | $202K | Add +8.7% |
| WEAV Weave Communications Inc. | 0.08% | 21,017 | $190K | Add +22.9% |
| PTVE Pactiv Evergreen Inc. | 0.07% | 14,413 | $163K | Add +10.9% |
| CNH CNH Industrial NV | 0.05% | 13,520 | $137K | Reduce -3.3% |
| AAOI Applied Optoelectronics Inc. | 0.04% | 12,765 | $106K | Add +9.8% |
| SWN Southwestern Energy Co. | 0.04% | 14,761 | $99K | Reduce -18.1% |
| MRAM Everspin Technologies Inc. | 0.04% | 14,914 | $89K | Reduce -11.5% |
| RES RPC Inc. | 0.03% | 13,672 | $85K | Reduce -7.9% |
| PL Planet Labs PBC | 0.02% | 33,366 | $62K | Reduce -13.5% |
| ALTM Arcadium Lithium PLC | 0.01% | 10,976 | $37K | New |