| NVDA Nvidia Corp. | 9.34% | 643,181 | $101.6M | Reduce -6.0% |
| MSFT Microsoft Corp. | 7.32% | 160,035 | $79.6M | Reduce -1.0% |
| ORLY O'reilly Automotive Inc. | 4.85% | 585,490 | $52.8M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 4.21% | 84,272 | $45.8M | Reduce -0.7% |
| AAPL Apple Inc. | 3.20% | 169,874 | $34.9M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 2.64% | 161,872 | $28.7M | Reduce -0.3% |
| FTNT Fortinet Inc. | 2.60% | 267,469 | $28.3M | Reduce -6.0% |
| ORCL Oracle Corp. | 2.42% | 120,238 | $26.3M | Add +1.4% |
| COST Costco Wholesale Corp. | 2.03% | 22,283 | $22.1M | Reduce -0.8% |
| HD Home Depot Inc. | 2.02% | 59,916 | $22.0M | Add +0.1% |
| RTX RTX Corp. | 2.00% | 149,391 | $21.8M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.84% | 68,926 | $20.0M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 1.83% | 113,090 | $19.9M | Add +0.6% |
| ABT Abbott Laboratories | 1.69% | 135,583 | $18.4M | Reduce -0.8% |
| ADP Automatic Data Processing | 1.58% | 55,748 | $17.2M | Reduce -1.3% |
| ABBV Abbvie Inc. | 1.57% | 92,043 | $17.1M | Reduce -2.6% |
| ZS Zscaler Inc. | 1.43% | 49,450 | $15.5M | Add +3.3% |
| IWR iShares Russell Mid-Cap ETF | 1.38% | 163,843 | $15.1M | Reduce -1.3% |
| WMT Walmart Inc. | 1.28% | 142,185 | $13.9M | Add +0.2% |
| V Visa Inc. Class A | 1.23% | 37,838 | $13.4M | Add +0.7% |
| IDXX Idexx Laboratories Inc. | 1.20% | 24,378 | $13.1M | Reduce -0.7% |
| ECL Ecolab Inc. | 1.20% | 48,499 | $13.1M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 1.19% | 119,925 | $12.9M | Add +0.4% |
| EMR Emerson Electric Co. | 1.18% | 96,461 | $12.9M | Add +0.4% |
| JNJ Johnson & Johnson | 1.14% | 81,382 | $12.4M | Reduce -0.8% |
| FISV Fiserv Inc. | 1.14% | 71,994 | $12.4M | Add +3.3% |
| CSCO Cisco Systems Inc. | 1.12% | 175,763 | $12.2M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.10% | 75,072 | $12.0M | Reduce -3.1% |
| ITW Illinois Tool Works | 1.04% | 45,559 | $11.3M | Add +1.1% |
| PEP Pepsico Inc. | 1.03% | 84,740 | $11.2M | Reduce -0.4% |
| MDT Medtronic PLC | 1.00% | 124,573 | $10.9M | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 1.00% | 38,477 | $10.9M | Reduce -0.7% |
| STT State Street Corp. | 0.97% | 98,854 | $10.5M | Reduce -1.1% |
| SHEL Shell PLC-ADR | 0.93% | 143,466 | $10.1M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 20,702 | $10.1M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.90% | 124,365 | $9.8M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.89% | 77,852 | $9.7M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.88% | 138,527 | $9.6M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.73% | 10,147 | $7.9M | Add +15.4% |
| CB Chubb Ltd. | 0.71% | 26,680 | $7.7M | Reduce -0.4% |
| TSCO Tractor Supply Company | 0.71% | 145,725 | $7.7M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.69% | 158,835 | $7.5M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.68% | 33,774 | $7.4M | Add +5.7% |
| QCOM Qualcomm Inc. | 0.66% | 45,030 | $7.2M | Reduce -2.6% |
| FDX FedEx Corp. | 0.66% | 31,446 | $7.1M | Add +4.4% |
| MMM 3M Co. | 0.64% | 45,406 | $6.9M | Reduce -0.3% |
| CVX Chevron Corp. | 0.63% | 47,797 | $6.8M | Reduce -4.8% |
| ROP Roper Technologies Inc. | 0.58% | 11,087 | $6.3M | No change |
| AMAT Applied Materials Inc. | 0.55% | 32,625 | $6.0M | Add +3.0% |
| APA Apa Corp. | 0.55% | 325,052 | $5.9M | Add +21.7% |
| SO The Southern Co. | 0.54% | 63,725 | $5.9M | Add +0.0% |
| ADI Analog Devices Inc. | 0.53% | 24,450 | $5.8M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 117,657 | $5.8M | Reduce -10.2% |
| TMO Thermo Fisher Scientific Inc. | 0.53% | 14,271 | $5.8M | Reduce -3.0% |
| SYY Sysco Corp. | 0.53% | 76,159 | $5.8M | Reduce -1.8% |
| SYK Stryker Corp. | 0.53% | 14,553 | $5.8M | Reduce -5.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.52% | 55,378 | $5.7M | Add +3.6% |
| EXE Expand Energy Corp. | 0.52% | 47,936 | $5.6M | Reduce -5.5% |
| DXCM Dexcom Inc. | 0.48% | 59,486 | $5.2M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 8,353 | $5.2M | Add +5.4% |
| CMCSA Comcast Corp. Class A | 0.47% | 142,340 | $5.1M | Reduce -1.5% |
| UPS United Parcel Service Class B | 0.43% | 46,044 | $4.6M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.39% | 14,513 | $4.2M | No change |
| REGN Regeneron Pharmaceuticals | 0.39% | 8,021 | $4.2M | Add +12.7% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 15,264 | $3.9M | Reduce -5.5% |
| GNRC Generac Holdings Inc. | 0.33% | 25,369 | $3.6M | Add +4.3% |
| FLS Flowserve Corp. | 0.33% | 69,244 | $3.6M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.33% | 16,321 | $3.6M | Add +0.7% |
| AMGN Amgen Inc. | 0.33% | 12,951 | $3.6M | Reduce -7.0% |
| MDY State Street SPDR S&P Midcap | 0.33% | 6,352 | $3.6M | Add +2.6% |
| KO The Coca-Cola Co. | 0.32% | 49,361 | $3.5M | Reduce -0.9% |
| LGND Ligand Pharmaceuticals | 0.31% | 29,497 | $3.4M | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.30% | 14,996 | $3.2M | Reduce -15.5% |
| PNC PNC Financial Services Group | 0.30% | 17,316 | $3.2M | No change |
| HSY The Hershey Co. | 0.28% | 18,062 | $3.0M | Add +38.2% |
| CVS CVS Health Corp. | 0.26% | 40,702 | $2.8M | Reduce -3.9% |
| NVEE NV5 Global Inc. | 0.25% | 117,100 | $2.7M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.25% | 29,370 | $2.7M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.24% | 28,780 | $2.6M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.23% | 102,007 | $2.5M | Reduce -3.1% |
| LNC Lincoln National Corp. | 0.21% | 66,793 | $2.3M | No change |
| VZ Verizon Communications Inc. | 0.20% | 50,121 | $2.2M | Reduce -0.4% |
| SHW The Sherwin-Williams Co. | 0.20% | 6,280 | $2.2M | Reduce -0.9% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 46,416 | $2.1M | Reduce -8.8% |
| ENB Enbridge Inc. | 0.20% | 47,156 | $2.1M | No change |
| GTLS Chart Industries Inc. | 0.19% | 12,497 | $2.1M | New |
| HDV iShares Core High Dividend E | 0.17% | 16,180 | $1.9M | No change |
| GD General Dynamics Corp. | 0.16% | 6,119 | $1.8M | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.16% | 19,617 | $1.8M | Reduce -0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 4,005 | $1.8M | Reduce -4.1% |
| GEV GE Vernova Inc. | 0.16% | 3,321 | $1.8M | Reduce -3.5% |
| KMB Kimberly-Clark Corp. | 0.15% | 12,313 | $1.6M | Reduce -2.7% |
| CARR Carrier Global Corp. | 0.14% | 21,411 | $1.6M | Reduce -5.1% |
| AXP American Express Co. | 0.14% | 4,826 | $1.5M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 11,904 | $1.3M | Reduce -34.0% |
| VRNS Varonis Systems Inc. | 0.11% | 24,526 | $1.2M | Reduce -4.2% |
| UBER Uber Technologies Inc. | 0.11% | 12,899 | $1.2M | No change |
| D Dominion Energy Inc. | 0.10% | 19,394 | $1.1M | Add +11.7% |
| OABI Omniab Inc. | 0.10% | 621,684 | $1.1M | Reduce -16.3% |
| ALDX Aldeyra Therapeutics Inc. | 0.09% | 266,756 | $1.0M | Add +19.6% |
| OTIS Otis Worldwide Corp. | 0.09% | 10,019 | $992K | Reduce -11.1% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 17,235 | $983K | Reduce -4.7% |
| SHOP Shopify Inc. Class A | 0.09% | 8,475 | $978K | Reduce -28.1% |
| NBIX Neurocrine Biosciences Inc. | 0.08% | 7,192 | $904K | Reduce -4.2% |
| MRVL Marvell Technology Inc. | 0.08% | 11,615 | $899K | Reduce -4.2% |
| EA Electronic Arts Inc. | 0.07% | 5,106 | $815K | Reduce -4.2% |
| MPC Marathon Petroleum Corp. | 0.07% | 4,768 | $792K | Reduce -1.3% |
| AKAM Akamai Technologies Inc. | 0.07% | 9,920 | $791K | Reduce -3.6% |
| CAT Caterpillar Inc. | 0.06% | 1,687 | $655K | Reduce -17.1% |
| EYPT Eyepoint Inc. | 0.06% | 68,465 | $644K | Reduce -4.2% |
| SLF Sun Life Financial Inc. | 0.06% | 9,647 | $641K | No change |
| XLK SS Technology Select Sector | 0.06% | 2,500 | $633K | No change |
| SPGI S&P Global Inc. | 0.06% | 1,181 | $623K | No change |
| AZO AutoZone Inc. | 0.05% | 143 | $531K | No change |
| INTU Intuit Inc. | 0.05% | 667 | $525K | Reduce -2.2% |
| FCX Freeport-McMoran Inc. | 0.05% | 11,704 | $507K | Reduce -4.1% |
| EQT Eqt Corp. | 0.05% | 8,607 | $502K | Reduce -4.4% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.04% | 13,287 | $483K | Reduce -4.2% |
| NSP Insperity Inc. | 0.04% | 7,924 | $476K | Reduce -4.2% |
| GFAFX Amer FND GRW FD of Am-F1 | 0.04% | 5,493 | $447K | No change |
| FXAIX Fidelity 500 Index Fund | 0.04% | 2,048 | $443K | Reduce -16.9% |
| DVN Devon Energy Corp. | 0.04% | 13,387 | $426K | Reduce -4.4% |
| AMT American Tower Corp. | 0.04% | 1,877 | $415K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.04% | 3,642 | $413K | Reduce -4.2% |
| CRK Comstock Resources Inc. | 0.04% | 14,343 | $397K | Reduce -4.4% |
| MA Mastercard Inc. Class A | 0.04% | 691 | $388K | No change |
| CFLT Confluent Inc. Class A | 0.04% | 15,285 | $381K | Reduce -4.2% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 3,077 | $372K | Reduce -2.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.03% | 11,010 | $372K | Reduce -2.6% |
| ADBE Adobe Inc. | 0.03% | 954 | $369K | Reduce -5.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 4,710 | $357K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,202 | $354K | No change |
| T AT&T Inc. | 0.03% | 12,130 | $351K | Reduce -0.6% |
| GEHC GE Healthcare Technology | 0.03% | 4,599 | $341K | Reduce -5.1% |
| AFL Aflac Inc. | 0.03% | 3,200 | $337K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 1,089 | $331K | No change |
| ELME Elme Communities | 0.03% | 20,563 | $327K | No change |
| RMD Resmed Inc. | 0.03% | 1,180 | $304K | No change |
| LIN Linde PLC | 0.03% | 643 | $302K | No change |
| DHR Danaher Corp. | 0.03% | 1,448 | $286K | Reduce -9.7% |
| TEL Te Connectivity PLC | 0.03% | 1,690 | $285K | No change |
| CTSH Cognizant Tech Solutions-A | 0.03% | 3,641 | $284K | Reduce -4.2% |
| HON Honeywell International Inc. | 0.02% | 1,098 | $256K | Reduce -9.3% |
| BP BP PLC-Spons ADR | 0.02% | 8,274 | $248K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,960 | $242K | No change |
| UNP Union Pacific Corp. | 0.02% | 1,045 | $240K | Reduce -27.7% |
| WSO Watsco Inc. | 0.02% | 517 | $228K | No change |
| PAYX Paychex Inc. | 0.02% | 1,558 | $227K | Reduce -2.2% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.02% | 1,502 | $222K | No change |
| VTIAX Vanguard TTL Int St Idx-Adm | 0.02% | 5,830 | $216K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 400 | $204K | New |
| APH Amphenol Corp. Class A | 0.02% | 2,040 | $201K | New |
| XLF SS Financial Select Sector | 0.02% | 3,843 | $201K | New |
| DISRX BNYM International Stock-I filed as BNY Mellon Family Of Funds Int | 0.02% | 8,243 | $201K | New |
| BCYC Bicycle Therapeutics PLC-ADR | 0.02% | 23,927 | $166K | Reduce -4.2% |
| JASNQ Jason Industries Inc. | 0.00% | 10,668 | $192 | No change |