| AAPL Apple Inc. | 8.50% | 37,817 | $9.5M | Reduce -3.2% |
| NVDA Nvidia Corp. | 7.46% | 61,954 | $8.3M | Reduce -3.2% |
| MSFT Microsoft Corp. | 6.49% | 17,166 | $7.2M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 4.24% | 21,532 | $4.7M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 3.79% | 22,308 | $4.2M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 2.85% | 5,424 | $3.2M | Reduce -3.1% |
| TSLA Tesla Inc. | 2.36% | 6,520 | $2.6M | Reduce -3.2% |
| V Visa Inc. Class A | 1.88% | 6,617 | $2.1M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.82% | 8,445 | $2.0M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 1.61% | 3,541 | $1.8M | Reduce -2.8% |
| ORCL Oracle Corp. | 1.39% | 9,273 | $1.5M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 1.37% | 8,045 | $1.5M | Reduce -4.0% |
| HD Home Depot Inc. | 1.31% | 3,745 | $1.5M | Reduce -3.8% |
| ADP Automatic Data Processing | 1.29% | 4,917 | $1.4M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 1.28% | 1,852 | $1.4M | Reduce -3.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.28% | 32,489 | $1.4M | Reduce -3.5% |
| AVGO Broadcom Inc. | 1.18% | 5,691 | $1.3M | Reduce -5.5% |
| GS Goldman Sachs Group Inc. | 1.17% | 2,270 | $1.3M | Reduce -3.0% |
| LIN Linde PLC | 1.15% | 3,070 | $1.3M | Reduce -3.0% |
| USD Proshares Ultra Semiconduct | 1.12% | 19,202 | $1.3M | New |
| PAYX Paychex Inc. | 1.06% | 8,438 | $1.2M | Reduce -3.6% |
| MRSH Marsh & McLennan Cos | 1.06% | 5,563 | $1.2M | Reduce -2.0% |
| ADI Analog Devices Inc. | 1.05% | 5,500 | $1.2M | Reduce -1.2% |
| DHR Danaher Corp. | 1.03% | 5,017 | $1.2M | Reduce -3.7% |
| TXN Texas Instruments Inc. | 1.01% | 5,996 | $1.1M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.98% | 1,223 | $1.1M | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.95% | 2,928 | $1.1M | Reduce -2.8% |
| AMP Ameriprise Financial Inc. | 0.94% | 1,967 | $1.0M | Reduce -2.3% |
| HON Honeywell International Inc. | 0.87% | 4,301 | $972K | Reduce -3.7% |
| AXP American Express Co. | 0.85% | 3,200 | $950K | Reduce -4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 8,119 | $904K | Reduce -3.4% |
| GL Globe Life Inc. | 0.79% | 7,875 | $878K | Reduce -3.1% |
| NWS News Corp. Class B | 0.77% | 28,293 | $861K | Reduce -2.8% |
| FISV Fiserv Inc. | 0.76% | 4,150 | $852K | Reduce -0.7% |
| MCD McDonald's Corp. | 0.76% | 2,935 | $851K | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.76% | 14,229 | $842K | Reduce -3.4% |
| AIZ Assurant Inc. | 0.73% | 3,809 | $812K | Reduce -1.0% |
| ETN Eaton Corp. PLC | 0.67% | 2,257 | $749K | Reduce -5.3% |
| MRK Merck & Co. Inc. | 0.66% | 7,410 | $737K | Reduce -3.3% |
| MS Morgan Stanley | 0.66% | 5,812 | $731K | No change |
| XOM Exxon Mobil Corp. | 0.64% | 6,585 | $708K | Reduce -5.4% |
| APD Air Products & Chemicals Inc. | 0.63% | 2,416 | $701K | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.62% | 3,884 | $690K | Reduce -2.6% |
| AMD Advanced Micro Devices | 0.61% | 5,671 | $685K | Reduce -3.0% |
| SYK Stryker Corp. | 0.61% | 1,882 | $678K | No change |
| ROP Roper Technologies Inc. | 0.60% | 1,296 | $674K | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.59% | 1,243 | $655K | Reduce -5.4% |
| AMT American Tower Corp. | 0.58% | 3,518 | $645K | Reduce -2.7% |
| ACN Accenture PLC Class A | 0.54% | 1,726 | $607K | Reduce -5.7% |
| WMT Walmart Inc. | 0.54% | 6,670 | $603K | Reduce -0.7% |
| PM Philip Morris International | 0.54% | 4,988 | $600K | Reduce -3.0% |
| L Loews Corp. | 0.52% | 6,896 | $584K | Reduce -0.8% |
| NVR NVR Inc. | 0.52% | 71 | $581K | Reduce -5.3% |
| GD General Dynamics Corp. | 0.51% | 2,139 | $564K | Reduce -5.8% |
| C Citigroup Inc. | 0.50% | 7,845 | $552K | Reduce -3.3% |
| BLK BlackRock Inc. | 0.49% | 532 | $545K | Reduce -5.7% |
| ABT Abbott Laboratories | 0.48% | 4,693 | $531K | Reduce -6.1% |
| AMGN Amgen Inc. | 0.47% | 2,003 | $522K | Reduce -3.7% |
| CMCSA Comcast Corp. Class A | 0.47% | 13,908 | $522K | Reduce -3.3% |
| ITW Illinois Tool Works | 0.46% | 2,025 | $513K | Reduce -5.7% |
| COP Conocophillips | 0.45% | 5,034 | $499K | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 2,243 | $493K | Reduce -2.3% |
| PLD Prologis Inc. | 0.44% | 4,650 | $492K | No change |
| UNP Union Pacific Corp. | 0.44% | 2,143 | $489K | Reduce -4.2% |
| DOV Dover Corp. | 0.43% | 2,566 | $481K | Reduce -0.7% |
| COR Cencora Inc. | 0.43% | 2,124 | $477K | Reduce -5.5% |
| GILD Gilead Sciences Inc. | 0.41% | 5,006 | $462K | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 1,007 | $456K | Reduce -6.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.40% | 3,962 | $448K | Reduce -3.3% |
| AIT Applied Industrial Tech Inc. | 0.39% | 1,818 | $435K | New |
| T AT&T Inc. | 0.38% | 18,527 | $422K | Reduce -3.5% |
| RVTY Revvity Inc. | 0.38% | 3,777 | $422K | Reduce -1.9% |
| PNC PNC Financial Services Group | 0.38% | 2,167 | $418K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.37% | 2,219 | $417K | Reduce -2.5% |
| QCOM Qualcomm Inc. | 0.37% | 2,717 | $417K | Reduce -5.4% |
| HES Hess Corp. | 0.36% | 3,033 | $403K | Reduce -1.9% |
| TGT Target Corp. | 0.36% | 2,959 | $400K | Reduce -6.1% |
| OMC Omnicom Group | 0.36% | 4,632 | $399K | Reduce -4.2% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 6,650 | $397K | Reduce -5.8% |
| SRE Sempra | 0.35% | 4,484 | $393K | No change |
| PEG Public Service Enterprise GP | 0.35% | 4,631 | $391K | Reduce -1.1% |
| BDX Becton Dickinson and Co. | 0.33% | 1,623 | $368K | Reduce -5.6% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 699 | $364K | Reduce -5.7% |
| MDT Medtronic PLC | 0.32% | 4,527 | $362K | Reduce -4.5% |
| NKE Nike Inc. Class B | 0.31% | 4,637 | $351K | Reduce -6.1% |
| CLX Clorox Company | 0.31% | 2,119 | $344K | Reduce -0.8% |
| FTV Fortive Corp. | 0.31% | 4,590 | $344K | Reduce -2.0% |
| TDY Teledyne Technologies Inc. | 0.31% | 733 | $340K | New |
| PFE Pfizer Inc. | 0.30% | 12,683 | $336K | Reduce -3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 2,731 | $330K | Reduce -1.2% |
| ALLE Allegion PLC | 0.30% | 2,519 | $329K | Reduce -0.8% |
| CEG Constellation Energy | 0.29% | 1,463 | $327K | No change |
| CVX Chevron Corp. | 0.29% | 2,235 | $324K | Reduce -5.3% |
| PG The Procter & Gamble Co. | 0.28% | 1,866 | $313K | Reduce -1.2% |
| HPQ HP Inc. | 0.28% | 9,572 | $312K | No change |
| INTC Intel Corp. | 0.28% | 15,386 | $308K | Reduce -3.5% |
| PPG PPG Industries Inc. | 0.27% | 2,555 | $305K | Reduce -6.0% |
| EMR Emerson Electric Co. | 0.27% | 2,455 | $304K | Reduce -6.1% |
| LOW Lowe's Cos Inc. | 0.27% | 1,216 | $300K | No change |
| RTX RTX Corp. | 0.26% | 2,527 | $292K | Reduce -5.6% |
| YUM Yum! Brands Inc. | 0.26% | 2,152 | $289K | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.26% | 58 | $288K | Reduce -4.9% |
| EXPO Exponent Inc. | 0.25% | 3,124 | $278K | New |
| MLI Mueller Industries Inc. | 0.25% | 3,490 | $277K | New |
| MHO M/I Homes Inc. | 0.24% | 2,046 | $272K | New |
| ENB Enbridge Inc. | 0.24% | 6,388 | $271K | Reduce -3.3% |
| EQIX Equinix Inc. | 0.24% | 278 | $262K | Reduce -4.8% |
| MANH Manhattan Associates Inc. | 0.23% | 967 | $261K | New |
| UPS United Parcel Service Class B | 0.23% | 2,023 | $255K | Reduce -5.8% |
| SF Stifel Financial Corp. | 0.22% | 2,349 | $249K | New |
| DXCM Dexcom Inc. | 0.22% | 3,148 | $245K | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.21% | 3,721 | $232K | Reduce -1.1% |
| BA The Boeing Co. | 0.20% | 1,274 | $225K | New |
| USB US Bancorp | 0.20% | 4,594 | $220K | Reduce -5.4% |
| CRM Salesforce Inc. | 0.19% | 645 | $216K | Reduce -5.3% |
| SIGI Selective Insurance Group | 0.19% | 2,277 | $213K | New |
| APA Apa Corp. | 0.19% | 9,063 | $209K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 507 | $204K | No change |
| CB Chubb Ltd. | 0.18% | 739 | $204K | Reduce -6.7% |
| SPTN Spartannash Co. | 0.17% | 10,388 | $190K | New |
| ILPT Industrial Logistics Propert | 0.11% | 32,542 | $119K | New |
| NKTR Nektar Therapeutics | 0.03% | 33,484 | $31K | New |