| MSFT Microsoft Corp. | 7.00% | 18,475 | $7.8M | Reduce -1.6% |
| AAPL Apple Inc. | 6.52% | 42,195 | $7.2M | Reduce -1.6% |
| NVDA Nvidia Corp. | 5.94% | 7,304 | $6.6M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 3.76% | 23,116 | $4.2M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 3.24% | 23,849 | $3.6M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 2.79% | 6,391 | $3.1M | Reduce -2.4% |
| V Visa Inc. Class A | 1.94% | 7,734 | $2.2M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 1.70% | 3,806 | $1.9M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.65% | 9,168 | $1.8M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 1.47% | 2,094 | $1.6M | Add +31.5% |
| HD Home Depot Inc. | 1.40% | 4,061 | $1.6M | Reduce -1.8% |
| LIN Linde PLC | 1.38% | 3,290 | $1.5M | Reduce -1.2% |
| CAT Caterpillar Inc. | 1.23% | 3,724 | $1.4M | Reduce -1.1% |
| DHR Danaher Corp. | 1.22% | 5,442 | $1.4M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 1.21% | 8,845 | $1.3M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.20% | 35,213 | $1.3M | Reduce -1.9% |
| ADP Automatic Data Processing | 1.18% | 5,251 | $1.3M | Reduce -9.3% |
| ORCL Oracle Corp. | 1.14% | 10,068 | $1.3M | Reduce -2.1% |
| USD Proshares Ultra Semiconduct | 1.12% | 12,558 | $1.2M | Reduce -2.6% |
| TSLA Tesla Inc. | 1.11% | 7,016 | $1.2M | Reduce -0.2% |
| MRSH Marsh & McLennan Cos | 1.10% | 5,937 | $1.2M | Reduce -1.3% |
| ADI Analog Devices Inc. | 1.04% | 5,828 | $1.2M | Reduce -1.1% |
| TXN Texas Instruments Inc. | 1.03% | 6,552 | $1.1M | Reduce -2.2% |
| PAYX Paychex Inc. | 1.00% | 9,059 | $1.1M | Reduce -1.2% |
| AMD Advanced Micro Devices | 0.99% | 6,089 | $1.1M | Reduce -1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.96% | 8,726 | $1.1M | Reduce -1.2% |
| GL Globe Life Inc. | 0.94% | 9,007 | $1.0M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.94% | 7,943 | $1.0M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 0.91% | 2,428 | $1.0M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.86% | 4,642 | $953K | Reduce -1.4% |
| AMP Ameriprise Financial Inc. | 0.83% | 2,105 | $923K | Reduce -29.1% |
| ETN Eaton Corp. PLC | 0.81% | 2,886 | $902K | Reduce -1.4% |
| MCD McDonald's Corp. | 0.81% | 3,170 | $894K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.75% | 7,122 | $828K | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.74% | 622 | $824K | New |
| NWS News Corp. Class B | 0.73% | 29,822 | $807K | Reduce -0.4% |
| NFLX Netflix Inc. | 0.72% | 1,313 | $797K | Reduce -1.8% |
| AXP American Express Co. | 0.71% | 3,456 | $787K | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.69% | 15,399 | $769K | Reduce -1.9% |
| ROP Roper Technologies Inc. | 0.69% | 1,366 | $766K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.68% | 4,169 | $759K | Reduce -38.2% |
| AIZ Assurant Inc. | 0.68% | 4,008 | $754K | Reduce -0.7% |
| AMT American Tower Corp. | 0.67% | 3,766 | $744K | Reduce -1.3% |
| INTC Intel Corp. | 0.66% | 16,506 | $729K | Reduce -1.2% |
| SYK Stryker Corp. | 0.64% | 1,981 | $709K | Reduce -1.1% |
| FISV Fiserv Inc. | 0.63% | 4,371 | $699K | Reduce -0.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.62% | 679 | $691K | Reduce -0.9% |
| COP Conocophillips | 0.62% | 5,418 | $690K | Reduce -1.4% |
| GD General Dynamics Corp. | 0.59% | 2,330 | $658K | Reduce -1.5% |
| CMCSA Comcast Corp. Class A | 0.59% | 15,143 | $656K | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.59% | 1,885 | $653K | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.58% | 1,332 | $641K | Reduce -21.5% |
| PLD Prologis Inc. | 0.57% | 4,894 | $637K | Reduce -1.2% |
| APD Air Products & Chemicals Inc. | 0.57% | 2,605 | $631K | Reduce -1.3% |
| AMGN Amgen Inc. | 0.55% | 2,167 | $616K | Reduce -1.3% |
| ITW Illinois Tool Works | 0.53% | 2,209 | $593K | Reduce -1.7% |
| ABT Abbott Laboratories | 0.53% | 5,133 | $583K | Reduce -1.4% |
| L Loews Corp. | 0.52% | 7,365 | $577K | Reduce -2.0% |
| MS Morgan Stanley | 0.52% | 6,115 | $576K | Reduce -1.0% |
| TGT Target Corp. | 0.52% | 3,252 | $576K | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.52% | 2,342 | $576K | Reduce -1.6% |
| COR Cencora Inc. | 0.50% | 2,301 | $559K | Reduce -1.5% |
| C Citigroup Inc. | 0.48% | 8,498 | $537K | Reduce -1.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.47% | 4,242 | $517K | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 7,233 | $506K | Reduce -1.3% |
| QCOM Qualcomm Inc. | 0.45% | 2,971 | $503K | Reduce -2.1% |
| HES Hess Corp. | 0.45% | 3,269 | $499K | Reduce -21.6% |
| PM Philip Morris International | 0.44% | 5,372 | $492K | Reduce -1.7% |
| NVR NVR Inc. | 0.44% | 60 | $486K | No change |
| BLK BlackRock Finance Inc. | 0.44% | 580 | $484K | Reduce -1.5% |
| OMC Omnicom Group | 0.43% | 4,993 | $483K | Reduce -1.3% |
| DOV Dover Corp. | 0.43% | 2,703 | $479K | Reduce -0.9% |
| NKE Nike Inc. Class B | 0.43% | 5,071 | $477K | Reduce -1.4% |
| DXCM Dexcom Inc. | 0.42% | 3,395 | $471K | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,116 | $469K | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 2,420 | $462K | Reduce -2.0% |
| CINF Cincinnati Financial Corp. | 0.41% | 3,652 | $453K | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 760 | $442K | Reduce -30.1% |
| BDX Becton Dickinson and Co. | 0.39% | 1,767 | $437K | Reduce -1.6% |
| WMT Walmart Inc. | 0.39% | 7,171 | $431K | Reduce -2.7% |
| MDT Medtronic PLC | 0.38% | 4,885 | $426K | Reduce -1.3% |
| FTV Fortive Corp. | 0.38% | 4,861 | $418K | Reduce -1.0% |
| RVTY Revvity Inc. | 0.38% | 3,978 | $418K | Reduce -0.6% |
| AIT Applied Industrial Tech Inc. | 0.37% | 2,065 | $408K | No change |
| PPG PPG Industries Inc. | 0.36% | 2,782 | $403K | Reduce -1.2% |
| GILD Gilead Sciences Inc. | 0.36% | 5,399 | $395K | Reduce -1.9% |
| CVX Chevron Corp. | 0.35% | 2,439 | $385K | Add +21.6% |
| PFE Pfizer Inc. | 0.34% | 13,722 | $381K | Reduce -2.0% |
| BKNG Booking Holdings Inc. | 0.34% | 104 | $377K | Add +46.5% |
| SYY Sysco Corp. | 0.34% | 4,635 | $376K | Reduce -0.8% |
| CVS CVS Health Corp. | 0.34% | 4,698 | $375K | Reduce -1.9% |
| PNC PNC Financial Services Group | 0.33% | 2,281 | $369K | Reduce -1.3% |
| TDY Teledyne Technologies Inc. | 0.32% | 834 | $358K | No change |
| ALLE Allegion PLC | 0.32% | 2,652 | $357K | Reduce -0.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.32% | 2,412 | $351K | Reduce -2.1% |
| T AT&T Inc. | 0.32% | 19,868 | $350K | Reduce -1.2% |
| CLX Clorox Company | 0.31% | 2,231 | $342K | Reduce -0.7% |
| SRE Sempra | 0.31% | 4,717 | $339K | Reduce -0.8% |
| PEG Public Service Enterprise GP | 0.30% | 4,981 | $333K | Reduce -2.4% |
| UPS United Parcel Service Class B | 0.30% | 2,209 | $328K | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.29% | 1,279 | $326K | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.29% | 1,967 | $319K | Reduce -1.0% |
| MHO M/I Homes Inc. | 0.29% | 2,328 | $317K | No change |
| YUM Yum! Brands Inc. | 0.28% | 2,266 | $314K | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.27% | 2,686 | $305K | Reduce -1.4% |
| HPQ HP Inc. | 0.27% | 10,069 | $304K | Reduce -0.8% |
| EXPO Exponent Inc. | 0.26% | 3,554 | $294K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 2,877 | $292K | Reduce -0.7% |
| CEG Constellation Energy | 0.26% | 1,539 | $284K | New |
| SIGI Selective Insurance Group | 0.25% | 2,574 | $281K | No change |
| CCEP Coca-Cola Europacific Partne | 0.25% | 4,024 | $281K | Reduce -0.8% |
| MANH Manhattan Associates Inc. | 0.25% | 1,101 | $276K | No change |
| RTX RTX Corp. | 0.24% | 2,784 | $272K | Reduce -2.4% |
| BA The Boeing Co. | 0.24% | 1,399 | $270K | Reduce -2.4% |
| ENB Enbridge Inc. | 0.23% | 6,919 | $250K | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.22% | 3,998 | $245K | Reduce -2.3% |
| FELE Franklin Electric Co. Inc. | 0.22% | 2,288 | $244K | No change |
| EQIX Equinix Inc. | 0.22% | 293 | $242K | Reduce -0.7% |
| APA Apa Corp. | 0.22% | 6,967 | $240K | Reduce -0.8% |
| PBF PBF Energy Inc. Class A | 0.21% | 4,086 | $235K | New |
| RHI Robert Half Inc. | 0.21% | 2,910 | $231K | Reduce -0.8% |
| USB US Bancorp | 0.20% | 5,080 | $227K | Reduce -2.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.20% | 533 | $223K | Reduce -0.7% |
| FMC FMC Corp. | 0.19% | 3,390 | $216K | Reduce -1.4% |
| MLI Mueller Industries Inc. | 0.19% | 3,970 | $214K | New |
| CB Chubb Ltd. | 0.19% | 825 | $214K | New |
| SF Stifel Financial Corp. | 0.19% | 2,674 | $209K | New |
| CRM Salesforce Inc. | 0.18% | 681 | $205K | New |
| WM Waste Management Inc. | 0.18% | 957 | $204K | New |
| MTD Mettler-Toledo International | 0.18% | 152 | $202K | New |
| ILPT Industrial Logistics Propert | 0.14% | 37,050 | $159K | No change |
| NKTR Nektar Therapeutics | 0.03% | 38,071 | $36K | No change |