| NVDA Nvidia Corp. | 8.35% | 502,723 | $100.6M | Reduce -8.0% |
| MSFT Microsoft Corp. | 4.94% | 159,578 | $59.5M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 4.25% | 144,760 | $51.1M | Reduce -8.6% |
| ORLY O'reilly Automotive Inc. | 4.24% | 554,622 | $51.1M | Reduce -0.3% |
| AAPL Apple Inc. | 3.99% | 165,921 | $48.0M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 3.13% | 105,641 | $37.8M | Reduce -5.9% |
| FTNT Fortinet Inc. | 2.96% | 231,904 | $35.6M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 2.68% | 81,140 | $32.3M | Add +0.1% |
| RTX RTX Corp. | 2.26% | 143,517 | $27.2M | Reduce -1.2% |
| ABBV Abbvie Inc. | 1.94% | 92,705 | $23.3M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 1.89% | 31,408 | $22.7M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.87% | 68,865 | $22.5M | Reduce -0.0% |
| HD Home Depot Inc. | 1.79% | 60,993 | $21.5M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.70% | 21,837 | $20.4M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 1.69% | 173,039 | $20.3M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.68% | 79,663 | $20.2M | Reduce -0.9% |
| IWR iShares Russell Mid-Cap ETF | 1.43% | 156,185 | $17.2M | Reduce -2.3% |
| STT State Street Corp. | 1.32% | 93,812 | $15.9M | Reduce -3.2% |
| MRK Merck & Co. Inc. | 1.32% | 123,729 | $15.9M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 1.32% | 115,941 | $15.9M | Reduce -2.0% |
| WMT Walmart Inc. | 1.31% | 139,348 | $15.8M | Reduce -0.5% |
| ORCL Oracle Corp. | 1.30% | 107,223 | $15.7M | Add +1.6% |
| LLY Eli Lilly & Co. | 1.19% | 11,917 | $14.3M | Reduce -1.2% |
| EMR Emerson Electric Co. | 1.15% | 96,502 | $13.8M | Add +0.6% |
| V Visa Inc. Class A | 1.12% | 39,179 | $13.4M | Add +1.1% |
| ECL Ecolab Inc. | 1.10% | 47,526 | $13.2M | Reduce -1.1% |
| ABT Abbott Laboratories | 1.09% | 144,252 | $13.1M | Add +5.3% |
| ITW Illinois Tool Works | 1.07% | 47,478 | $12.8M | Add +2.8% |
| REGN Regeneron Pharmaceuticals | 1.06% | 20,518 | $12.8M | Add +3.3% |
| ADP Automatic Data Processing | 1.04% | 56,055 | $12.6M | Add +0.3% |
| IDXX Idexx Laboratories Inc. | 1.03% | 23,593 | $12.4M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.01% | 50,814 | $12.1M | Add +3.4% |
| NEE Nextera Energy Inc. | 1.00% | 137,052 | $12.0M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.96% | 85,427 | $11.6M | Reduce -0.6% |
| SHEL Shell PLC-ADR | 0.94% | 146,785 | $11.4M | Reduce -3.9% |
| APA Apa Corp. | 0.94% | 348,869 | $11.4M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 21,991 | $11.0M | Add +2.4% |
| FDX FedEx Corp. | 0.88% | 34,011 | $10.6M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.88% | 72,203 | $10.6M | Reduce -0.6% |
| APD Air Products & Chemicals Inc. | 0.83% | 33,930 | $9.9M | Reduce -1.4% |
| ADI Analog Devices Inc. | 0.82% | 24,968 | $9.9M | Add +1.1% |
| ZS Zscaler Inc. | 0.80% | 68,685 | $9.7M | Add +12.7% |
| MDT Medtronic PLC | 0.79% | 121,241 | $9.5M | Reduce -0.7% |
| CB Chubb Ltd. | 0.75% | 26,550 | $9.0M | Reduce -0.2% |
| BAC Bank of America Corp. | 0.75% | 157,842 | $9.0M | Reduce -0.5% |
| CVX Chevron Corp. | 0.72% | 52,377 | $8.7M | Add +0.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.68% | 65,102 | $8.2M | Reduce -0.6% |
| QCOM Qualcomm Inc. | 0.62% | 40,373 | $7.5M | Reduce -5.1% |
| GNRC Generac Holdings Inc. | 0.62% | 25,358 | $7.4M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.61% | 76,121 | $7.3M | Reduce -4.3% |
| MMM 3M Co. | 0.60% | 44,726 | $7.2M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.60% | 14,420 | $7.2M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.59% | 119,292 | $7.1M | Reduce -0.9% |
| SYY Sysco Corp. | 0.58% | 83,635 | $7.0M | Add +5.2% |
| NFLX Netflix Inc. | 0.56% | 94,892 | $6.8M | Add +326.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 9,060 | $6.8M | Reduce -0.2% |
| SO The Southern Co. | 0.52% | 65,705 | $6.3M | Reduce -0.7% |
| LGND Ligand Pharmaceuticals | 0.48% | 18,345 | $5.8M | Reduce -4.0% |
| FISV Fiserv Inc. | 0.45% | 109,483 | $5.4M | Add +21.2% |
| FLS Flowserve Corp. | 0.42% | 67,694 | $5.0M | Reduce -0.7% |
| HSY The Hershey Co. | 0.41% | 28,426 | $5.0M | Add +18.0% |
| ROP Roper Technologies Inc. | 0.39% | 14,033 | $4.7M | Add +11.8% |
| DXCM Dexcom Inc. | 0.37% | 66,369 | $4.5M | Add +3.6% |
| AMGN Amgen Inc. | 0.37% | 12,301 | $4.5M | Reduce -2.6% |
| TSCO Tractor Supply Company | 0.37% | 139,995 | $4.4M | Reduce -3.6% |
| PNC PNC Financial Services Group | 0.37% | 17,880 | $4.4M | Add +2.6% |
| EXE Expand Energy Corp. | 0.35% | 46,742 | $4.3M | Add +1.6% |
| BNY Bank of New York Mellon Corp. | 0.35% | 29,021 | $4.2M | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 0.35% | 5,919 | $4.2M | Reduce -2.3% |
| SYK Stryker Corp. | 0.35% | 13,212 | $4.2M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.33% | 14,710 | $4.0M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.33% | 17,766 | $3.9M | Add +7.8% |
| SHW The Sherwin-Williams Co. | 0.32% | 11,227 | $3.9M | Add +10.3% |
| KO The Coca-Cola Co. | 0.32% | 46,990 | $3.8M | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.30% | 33,189 | $3.6M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 8,422 | $3.1M | Reduce -14.6% |
| CMCSA Comcast Corp. Class A | 0.26% | 126,001 | $3.1M | Reduce -3.0% |
| EFA iShares MSCI Eafe ETF | 0.25% | 28,580 | $3.0M | No change |
| GEV GE Vernova Inc. | 0.23% | 2,402 | $2.8M | Reduce -24.2% |
| CVS CVS Health Corp. | 0.23% | 26,994 | $2.8M | Reduce -1.3% |
| MRVL Marvell Technology Inc. | 0.23% | 9,194 | $2.7M | Reduce -21.5% |
| ENB Enbridge Inc. | 0.19% | 42,906 | $2.3M | Reduce -2.4% |
| HDV iShares Core High Dividend E | 0.18% | 80,900 | $2.2M | No change |
| PFE Pfizer Inc. | 0.18% | 90,767 | $2.2M | Reduce -2.1% |
| LNC Lincoln National Corp. | 0.18% | 61,573 | $2.2M | Reduce -6.3% |
| GD General Dynamics Corp. | 0.18% | 6,071 | $2.2M | No change |
| FDXF FedEx Freight Holding Co. | 0.18% | 14,152 | $2.1M | Reduce -16.8% |
| KMB Kimberly-Clark Corp. | 0.18% | 19,403 | $2.1M | Add +71.7% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 36,671 | $2.1M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.17% | 6,755 | $2.0M | Reduce -16.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 4,005 | $2.0M | No change |
| CL Colgate-Palmolive Co. | 0.14% | 18,322 | $1.7M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.13% | 1,510 | $1.6M | Reduce -3.0% |
| VZ Verizon Communications Inc. | 0.13% | 36,173 | $1.5M | Reduce -0.6% |
| CARR Carrier Global Corp. | 0.12% | 20,164 | $1.5M | Reduce -4.2% |
| AXP American Express Co. | 0.12% | 4,356 | $1.5M | Reduce -1.2% |
| D Dominion Energy Inc. | 0.11% | 18,984 | $1.3M | No change |
| VEA Vanguard Ftse Developed ETF | 0.10% | 17,161 | $1.2M | Reduce -0.4% |
| NBIX Neurocrine Biosciences Inc. | 0.10% | 7,192 | $1.2M | No change |
| MPC Marathon Petroleum Corp. | 0.10% | 4,708 | $1.2M | No change |
| OXY Occidental Petroleum Corp. | 0.10% | 24,325 | $1.2M | Add +6.1% |
| AKAM Akamai Technologies Inc. | 0.10% | 9,920 | $1.2M | No change |
| NSP Insperity Inc. | 0.09% | 27,354 | $1.1M | Add +142.1% |
| OUST Ouster Inc. | 0.09% | 16,970 | $1.1M | No change |
| EA Electronic Arts Inc. | 0.09% | 5,106 | $1.0M | No change |
| VRNS Varonis Systems Inc. | 0.09% | 24,526 | $1.0M | No change |
| TIC Tic Solutions Inc. | 0.08% | 124,869 | $1.0M | No change |
| EYPT Eyepoint Inc. | 0.08% | 68,465 | $979K | No change |
| SHOP Shopify Inc. Class A | 0.08% | 8,475 | $968K | No change |
| XLK SS Technology Select Sector | 0.08% | 5,000 | $953K | No change |
| UBER Uber Technologies Inc. | 0.08% | 12,551 | $906K | No change |
| FCX Freeport-McMoran Inc. | 0.06% | 12,204 | $768K | No change |
| SLF Sun Life Financial Inc. | 0.06% | 9,647 | $757K | No change |
| POET Poet Technologies Inc. | 0.06% | 67,900 | $698K | No change |
| DVN Devon Energy Corp. | 0.05% | 15,000 | $620K | Add +12.1% |
| OTIS Otis Worldwide Corp. | 0.05% | 8,355 | $598K | Reduce -7.8% |
| FXAIX Fidelity 500 Index Fund | 0.04% | 2,009 | $525K | Reduce -1.0% |
| ALDX Aldeyra Therapeutics Inc. | 0.04% | 242,756 | $517K | Reduce -9.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 10,862 | $505K | Reduce -2.2% |
| GFAFX Amer FND GRW FD of Am-F1 | 0.04% | 5,493 | $478K | No change |
| BMRN Biomarin Pharmaceutical Inc. | 0.04% | 8,176 | $468K | No change |
| EQT Eqt Corp. | 0.04% | 8,607 | $458K | No change |
| AZO AutoZone Inc. | 0.04% | 143 | $457K | No change |
| SPGI S&P Global Inc. | 0.04% | 1,109 | $452K | Reduce -2.5% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 2,807 | $440K | Reduce -7.3% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 2,773 | $411K | Reduce -19.6% |
| AFL Aflac Inc. | 0.03% | 3,200 | $375K | No change |
| VLO Valero Energy Corp. | 0.03% | 1,403 | $365K | Reduce -2.4% |
| APH Amphenol Corp. Class A | 0.03% | 2,040 | $360K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 3,642 | $350K | No change |
| MA Mastercard Inc. Class A | 0.03% | 677 | $348K | No change |
| TEL Te Connectivity PLC | 0.03% | 1,690 | $341K | No change |
| LIN Linde PLC | 0.03% | 643 | $334K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,177 | $331K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 882 | $326K | Reduce -12.8% |
| AMT American Tower Corp. | 0.03% | 1,877 | $307K | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 0.03% | 9,191 | $307K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,960 | $297K | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.02% | 102,029 | $294K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 380 | $290K | New |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.02% | 1,502 | $271K | No change |
| UNP Union Pacific Corp. | 0.02% | 990 | $269K | No change |
| VTIAX Vanguard TTL Int St Idx-Adm | 0.02% | 5,846 | $269K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.02% | 475 | $268K | Add +1.1% |
| DRTS Alpha Tau Medical Ltd. | 0.02% | 20,609 | $259K | No change |
| TSLA Tesla Inc. | 0.02% | 600 | $252K | Reduce -0.8% |
| GEHC GE Healthcare Technology | 0.02% | 3,750 | $240K | Reduce -17.2% |
| RMD Resmed Inc. | 0.02% | 1,180 | $230K | No change |
| ANET Arista Networks Inc. | 0.02% | 1,300 | $221K | New |
| KLAC KLA Corp. | 0.02% | 731 | $221K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 4,270 | $215K | Reduce -14.9% |
| CRK Comstock Resources Inc. | 0.02% | 14,343 | $214K | No change |
| VPCCX Vanguard Primecap Core-Inv | 0.02% | 4,249 | $212K | New |
| GPOR Gulfport Energy Corp. | 0.02% | 1,250 | $212K | New |
| R Ryder System Inc. | 0.02% | 800 | $211K | New |
| XLF SS Financial Select Sector | 0.02% | 3,839 | $206K | New |
| T AT&T Inc. | 0.02% | 9,804 | $203K | Reduce -16.0% |
| WSO Watsco Inc. | 0.02% | 480 | $200K | New |
| BCYC Bicycle Therapeutics PLC-ADR | 0.01% | 29,146 | $124K | No change |
| OABI Omniab Inc. | 0.01% | 29,376 | $72K | Reduce -14.7% |
| ELME Elme Communities | 0.00% | 20,380 | $30K | No change |
| NATBF Natbridge Resources Ltd. | 0.00% | 30,000 | $12K | No change |
| JASNQ Jason Industries Inc. | 0.00% | 10,668 | $192 | No change |