| NVDA Nvidia Corp. | 19.51% | 252,860 | $31.4M | No change |
| HUBB Hubbell Inc. | 5.68% | 24,684 | $9.1M | No change |
| UNP Union Pacific Corp. | 5.08% | 36,550 | $8.2M | No change |
| LMT Lockheed Martin Corp. | 4.40% | 15,130 | $7.1M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 4.36% | 35,197 | $7.0M | No change |
| MSFT Microsoft Corp. | 4.23% | 15,000 | $6.8M | No change |
| AMD Advanced Micro Devices | 4.15% | 41,790 | $6.7M | Add +0.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 2.87% | 51,747 | $4.6M | Add +0.1% |
| BX Blackstone Inc. | 2.84% | 36,812 | $4.6M | No change |
| SRE Sempra | 2.42% | 51,300 | $3.9M | No change |
| MRK Merck & Co. Inc. | 2.07% | 25,590 | $3.3M | No change |
| AAPL Apple Inc. | 2.02% | 15,145 | $3.2M | Reduce -0.6% |
| NOC Northrop Grumman Corp. | 1.98% | 7,323 | $3.2M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.92% | 3,628 | $3.1M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.86% | 17,650 | $3.0M | Add +0.1% |
| ADP Automatic Data Processing | 1.76% | 11,929 | $2.8M | Add +0.2% |
| HON Honeywell International Inc. | 1.76% | 13,163 | $2.8M | Add +0.6% |
| GLW Corning Inc. | 1.70% | 70,955 | $2.7M | Add +0.6% |
| RTX RTX Corp. | 1.68% | 26,814 | $2.7M | Add +0.4% |
| WRK Westrock Co. | 1.61% | 51,900 | $2.6M | No change |
| PFE Pfizer Inc. | 1.56% | 90,160 | $2.5M | Add +1.5% |
| NFLX Netflix Inc. | 1.43% | 3,355 | $2.3M | No change |
| GOOGL Alphabet Inc. Class A | 1.38% | 11,936 | $2.2M | Add +0.1% |
| UPS United Parcel Service Class B | 1.37% | 16,160 | $2.2M | Add +0.4% |
| MS Morgan Stanley | 1.24% | 20,770 | $2.0M | No change |
| JNJ Johnson & Johnson | 1.19% | 13,130 | $1.9M | Add +0.4% |
| WY Weyerhaeuser Co. | 1.15% | 65,510 | $1.8M | No change |
| PSA Public Storage | 1.07% | 5,995 | $1.7M | Add +1.2% |
| AMT American Tower Corp. | 1.01% | 8,350 | $1.6M | Add +2.4% |
| GD General Dynamics Corp. | 0.98% | 5,370 | $1.6M | No change |
| ABT Abbott Laboratories | 0.89% | 13,595 | $1.4M | Add +1.1% |
| PANW Palo Alto Networks Inc. | 0.88% | 4,152 | $1.4M | Add +0.5% |
| CAT Caterpillar Inc. | 0.86% | 4,217 | $1.4M | No change |
| DLR Digital Realty Trust Inc. | 0.85% | 9,233 | $1.4M | No change |
| INTC Intel Corp. | 0.83% | 43,825 | $1.3M | Add +35.7% |
| AMZN Amazon.com Inc. | 0.82% | 6,700 | $1.3M | No change |
| ANET Arista Networks Inc. | 0.79% | 3,655 | $1.3M | No change |
| ADBE Adobe Inc. | 0.66% | 1,940 | $1.1M | Add +1.5% |
| WM Waste Management Inc. | 0.57% | 4,335 | $922K | No change |
| NSC Norfolk Southern Corp. | 0.52% | 3,959 | $831K | Add +0.6% |
| CSX CSX Corp. | 0.51% | 25,026 | $827K | No change |
| CARR Carrier Global Corp. | 0.50% | 12,598 | $797K | No change |
| MA Mastercard Inc. Class A | 0.47% | 1,718 | $761K | Add +2.4% |
| OTIS Otis Worldwide Corp. | 0.43% | 7,155 | $687K | No change |
| FTNT Fortinet Inc. | 0.40% | 10,650 | $639K | Add +1.7% |
| HII Huntington Ingalls Industrie | 0.40% | 2,575 | $638K | Add +1.2% |
| HD Home Depot Inc. | 0.39% | 1,819 | $621K | Add +1.1% |
| APD Air Products & Chemicals Inc. | 0.36% | 2,193 | $577K | Add +40.3% |
| PAYX Paychex Inc. | 0.34% | 4,625 | $545K | No change |
| DGX Quest Diagnostics Inc. | 0.32% | 3,755 | $516K | Reduce -3.8% |
| SWK Stanley Black & Decker Inc. | 0.30% | 6,000 | $489K | No change |
| AWK American Water Works Co. Inc. | 0.29% | 3,664 | $474K | Add +3.7% |
| LHX L3HARRIS Technologies Inc. | 0.27% | 1,910 | $426K | No change |
| ZTS Zoetis Inc. | 0.23% | 2,118 | $374K | New |
| ORCL Oracle Corp. | 0.20% | 2,325 | $326K | Add +3.1% |
| XOM Exxon Mobil Corp. | 0.19% | 2,627 | $302K | No change |
| CRM Salesforce Inc. | 0.18% | 1,168 | $295K | Add +4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 5,590 | $219K | Add +0.5% |
| SNOW Snowflake Inc. | 0.13% | 1,500 | $201K | Add +4.9% |