| NVDA Nvidia Corp. | 8.27% | 63,985 | $9.4M | Reduce -9.3% |
| AAPL Apple Inc. | 7.77% | 39,061 | $8.8M | Reduce -4.3% |
| MSFT Microsoft Corp. | 6.66% | 17,735 | $7.5M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 4.19% | 22,177 | $4.7M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.61% | 22,863 | $4.1M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 2.87% | 5,600 | $3.2M | Reduce -9.3% |
| TSLA Tesla Inc. | 1.97% | 6,737 | $2.2M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 1.95% | 3,643 | $2.2M | Reduce -0.8% |
| V Visa Inc. Class A | 1.86% | 6,790 | $2.1M | Reduce -9.0% |
| JPM JPMorgan Chase & Co. | 1.85% | 8,685 | $2.1M | Reduce -1.4% |
| ORCL Oracle Corp. | 1.61% | 9,613 | $1.8M | Reduce -1.5% |
| HD Home Depot Inc. | 1.41% | 3,891 | $1.6M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 1.37% | 1,912 | $1.6M | Reduce -5.3% |
| ADP Automatic Data Processing | 1.37% | 5,045 | $1.6M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.36% | 33,684 | $1.5M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 1.34% | 8,379 | $1.5M | Reduce -1.9% |
| LIN Linde PLC | 1.28% | 3,164 | $1.4M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 1.23% | 2,339 | $1.4M | Reduce -0.2% |
| TXN Texas Instruments Inc. | 1.14% | 6,270 | $1.3M | Reduce -1.4% |
| MRSH Marsh & McLennan Cos | 1.13% | 5,678 | $1.3M | Reduce -0.3% |
| PAYX Paychex Inc. | 1.13% | 8,750 | $1.3M | Reduce -0.2% |
| DHR Danaher Corp. | 1.11% | 5,210 | $1.3M | Reduce -1.3% |
| ADI Analog Devices Inc. | 1.05% | 5,565 | $1.2M | Reduce -0.2% |
| CAT Caterpillar Inc. | 1.03% | 3,011 | $1.2M | Reduce -16.3% |
| AMP Ameriprise Financial Inc. | 1.00% | 2,014 | $1.1M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.92% | 6,020 | $1.0M | Reduce -1.5% |
| NFLX Netflix Inc. | 0.92% | 1,257 | $1.0M | Reduce -1.3% |
| HON Honeywell International Inc. | 0.92% | 4,466 | $1.0M | Reduce -0.5% |
| AXP American Express Co. | 0.85% | 3,336 | $960K | Reduce -0.2% |
| NWS News Corp. Class B | 0.82% | 29,112 | $923K | No change |
| MCD McDonald's Corp. | 0.81% | 3,069 | $913K | Reduce -0.2% |
| GL Globe Life Inc. | 0.79% | 8,128 | $895K | Reduce -6.3% |
| FISV Fiserv Inc. | 0.79% | 4,178 | $891K | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.78% | 2,383 | $881K | Reduce -15.8% |
| CSCO Cisco Systems Inc. | 0.77% | 14,729 | $872K | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.76% | 8,402 | $863K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.75% | 6,962 | $846K | Reduce -0.5% |
| AIZ Assurant Inc. | 0.72% | 3,847 | $820K | No change |
| AMD Advanced Micro Devices | 0.72% | 5,849 | $815K | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 0.69% | 2,496 | $781K | No change |
| MS Morgan Stanley | 0.68% | 5,812 | $772K | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.67% | 7,665 | $755K | Reduce -0.2% |
| ROP Roper Technologies Inc. | 0.66% | 1,308 | $747K | Reduce -0.4% |
| SYK Stryker Corp. | 0.65% | 1,882 | $731K | Reduce -0.4% |
| GD General Dynamics Corp. | 0.63% | 2,271 | $713K | Reduce -0.2% |
| AMT American Tower Corp. | 0.62% | 3,615 | $706K | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.61% | 1,314 | $686K | Reduce -0.3% |
| NVR NVR Inc. | 0.60% | 75 | $683K | Add +25.0% |
| ABBV Abbvie Inc. | 0.60% | 3,986 | $679K | Reduce -2.2% |
| ACN Accenture PLC Class A | 0.60% | 1,831 | $678K | Reduce -0.4% |
| PM Philip Morris International | 0.57% | 5,142 | $644K | Reduce -1.0% |
| CMCSA Comcast Corp. Class A | 0.56% | 14,378 | $631K | Reduce -1.7% |
| AMGN Amgen Inc. | 0.55% | 2,080 | $627K | No change |
| ITW Illinois Tool Works | 0.52% | 2,147 | $586K | Reduce -0.4% |
| COP Conocophillips | 0.52% | 5,218 | $583K | Reduce -0.3% |
| BLK BlackRock Inc. | 0.51% | 564 | $581K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.51% | 4,999 | $579K | No change |
| L Loews Corp. | 0.51% | 6,948 | $578K | Reduce -1.9% |
| WMT Walmart Inc. | 0.51% | 6,718 | $574K | Reduce -2.8% |
| COR Cencora Inc. | 0.50% | 2,247 | $562K | Reduce -0.4% |
| C Citigroup Inc. | 0.49% | 8,110 | $559K | Reduce -1.2% |
| PLD Prologis Inc. | 0.48% | 4,650 | $542K | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.48% | 2,238 | $538K | No change |
| DOV Dover Corp. | 0.47% | 2,585 | $527K | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 1,077 | $504K | No change |
| OMC Omnicom Group | 0.44% | 4,833 | $499K | Reduce -0.2% |
| TGT Target Corp. | 0.43% | 3,150 | $488K | Reduce -0.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.43% | 4,097 | $485K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 2,295 | $484K | Reduce -1.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.43% | 2,277 | $483K | Reduce -1.3% |
| GILD Gilead Sciences Inc. | 0.42% | 5,154 | $477K | Reduce -1.3% |
| MDLZ Mondelez International Inc. Class A | 0.41% | 7,063 | $466K | Reduce -0.2% |
| RVTY Revvity Inc. | 0.41% | 3,848 | $461K | No change |
| QCOM Qualcomm Inc. | 0.41% | 2,872 | $461K | Reduce -1.4% |
| PNC PNC Financial Services Group | 0.40% | 2,167 | $454K | Reduce -0.5% |
| HES Hess Corp. | 0.39% | 3,091 | $441K | Reduce -0.9% |
| T AT&T Inc. | 0.38% | 19,200 | $428K | Reduce -0.2% |
| MDT Medtronic PLC | 0.37% | 4,740 | $417K | Reduce -0.2% |
| SRE Sempra | 0.36% | 4,484 | $413K | No change |
| PEG Public Service Enterprise GP | 0.36% | 4,680 | $407K | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 741 | $402K | Reduce -0.4% |
| BDX Becton Dickinson and Co. | 0.35% | 1,720 | $398K | Reduce -0.4% |
| INTC Intel Corp. | 0.35% | 15,946 | $397K | Reduce -0.2% |
| NKE Nike Inc. Class B | 0.33% | 4,938 | $378K | No change |
| CVX Chevron Corp. | 0.33% | 2,360 | $375K | Reduce -1.6% |
| ALLE Allegion PLC | 0.32% | 2,539 | $358K | No change |
| FTV Fortive Corp. | 0.32% | 4,684 | $357K | Reduce -0.3% |
| CLX Clorox Company | 0.31% | 2,136 | $353K | No change |
| HPQ HP Inc. | 0.31% | 9,572 | $352K | No change |
| PFE Pfizer Inc. | 0.31% | 13,118 | $351K | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.30% | 2,615 | $340K | No change |
| PPG PPG Industries Inc. | 0.30% | 2,719 | $336K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 2,765 | $335K | No change |
| CEG Constellation Energy | 0.29% | 1,463 | $331K | No change |
| LOW Lowe's Cos Inc. | 0.29% | 1,216 | $331K | No change |
| RTX RTX Corp. | 0.29% | 2,677 | $331K | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.28% | 1,889 | $315K | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 0.27% | 61 | $304K | Reduce -39.6% |
| YUM Yum! Brands Inc. | 0.26% | 2,179 | $295K | No change |
| UPS United Parcel Service Class B | 0.25% | 2,148 | $287K | Reduce -0.3% |
| ENB Enbridge Inc. | 0.25% | 6,604 | $281K | Reduce -0.4% |
| EQIX Equinix Inc. | 0.23% | 292 | $263K | Reduce -0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 507 | $251K | No change |
| USB US Bancorp | 0.22% | 4,858 | $249K | New |
| CVS CVS Health Corp. | 0.22% | 4,492 | $244K | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.21% | 3,764 | $237K | Reduce -2.3% |
| DXCM Dexcom Inc. | 0.21% | 3,263 | $237K | Reduce -0.5% |
| CRM Salesforce Inc. | 0.21% | 681 | $233K | New |
| CB Chubb Ltd. | 0.20% | 792 | $224K | No change |
| WM Waste Management Inc. | 0.19% | 957 | $216K | No change |
| RHI Robert Half Inc. | 0.19% | 2,766 | $212K | New |