| MSFT Microsoft Corp. | 5.70% | 50,577 | $21.8M | Reduce -5.9% |
| AAPL Apple Inc. | 5.33% | 87,347 | $20.4M | Add +7.2% |
| META Meta Platforms Inc. Class A | 3.67% | 24,500 | $14.0M | Reduce -8.1% |
| NVDA Nvidia Corp. | 3.13% | 98,597 | $12.0M | Reduce -15.8% |
| AMZN Amazon.com Inc. | 2.96% | 60,717 | $11.3M | Reduce -1.2% |
| HD Home Depot Inc. | 2.68% | 25,248 | $10.2M | Add +1.3% |
| ABBV Abbvie Inc. | 2.51% | 48,526 | $9.6M | Add +8.7% |
| KO The Coca-Cola Co. | 2.37% | 125,845 | $9.0M | Reduce -2.4% |
| AVGO Broadcom Inc. | 2.30% | 50,977 | $8.8M | Add +2.0% |
| PGR Progressive Corp. | 2.20% | 33,119 | $8.4M | Reduce -12.8% |
| JPM JPMorgan Chase & Co. | 1.98% | 35,829 | $7.6M | Reduce -19.2% |
| UNH Unitedhealth Group Inc. | 1.85% | 12,113 | $7.1M | Reduce -19.8% |
| GOOG Alphabet Inc. Class C | 1.81% | 41,368 | $6.9M | Add +0.9% |
| AMAT Applied Materials Inc. | 1.72% | 32,509 | $6.6M | Add +0.1% |
| V Visa Inc. Class A | 1.63% | 22,671 | $6.2M | Add +32.6% |
| BMY Bristol-Myers Squibb Co. | 1.62% | 119,781 | $6.2M | Add +44.8% |
| XOM Exxon Mobil Corp. | 1.54% | 50,155 | $5.9M | Reduce -0.6% |
| CAT Caterpillar Inc. | 1.45% | 14,119 | $5.5M | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 1.41% | 64,123 | $5.4M | Add +19.9% |
| CMCSA Comcast Corp. Class A | 1.36% | 124,402 | $5.2M | Reduce -4.4% |
| AXP American Express Co. | 1.29% | 18,194 | $4.9M | Add +0.2% |
| ORCL Oracle Corp. | 1.26% | 28,216 | $4.8M | Add +35.5% |
| PM Philip Morris International | 1.23% | 38,686 | $4.7M | Reduce -23.9% |
| GOOGL Alphabet Inc. Class A | 1.22% | 28,212 | $4.7M | Reduce -0.4% |
| PHM Pultegroup Inc. | 1.19% | 31,580 | $4.5M | Add +17.4% |
| CI The Cigna Group | 1.10% | 12,151 | $4.2M | Add +117.6% |
| CSCO Cisco Systems Inc. | 1.09% | 78,273 | $4.2M | Reduce -12.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.06% | 18,341 | $4.1M | Reduce -1.8% |
| NEE Nextera Energy Inc. | 1.02% | 45,932 | $3.9M | Add +10.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.89% | 85,853 | $3.4M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.88% | 6,460 | $3.3M | Reduce -29.5% |
| LLY Eli Lilly & Co. | 0.86% | 3,689 | $3.3M | No change |
| CRM Salesforce Inc. | 0.84% | 11,696 | $3.2M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.80% | 3,436 | $3.0M | Reduce -24.3% |
| C Citigroup Inc. | 0.74% | 45,411 | $2.8M | Reduce -33.2% |
| T AT&T Inc. | 0.71% | 123,360 | $2.7M | Reduce -23.3% |
| CB Chubb Ltd. | 0.71% | 9,396 | $2.7M | Reduce -0.5% |
| OHI Omega Healthcare Investors | 0.71% | 66,284 | $2.7M | Add +31.3% |
| NRG NRG Energy Inc. | 0.70% | 29,346 | $2.7M | Reduce -12.1% |
| SYY Sysco Corp. | 0.68% | 33,176 | $2.6M | Add +172.9% |
| SYF Synchrony Financial | 0.66% | 50,901 | $2.5M | Add +167.0% |
| UPS United Parcel Service Class B | 0.66% | 18,561 | $2.5M | Reduce -1.4% |
| CVS CVS Health Corp. | 0.64% | 38,928 | $2.4M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.64% | 14,361 | $2.4M | Add +48.2% |
| MRK Merck & Co. Inc. | 0.64% | 21,398 | $2.4M | Reduce -24.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.63% | 72,546 | $2.4M | New |
| ACGL Arch Capital Group Ltd. | 0.60% | 20,529 | $2.3M | Reduce -15.8% |
| NFLX Netflix Inc. | 0.60% | 3,231 | $2.3M | Reduce -18.4% |
| CSX CSX Corp. | 0.60% | 65,967 | $2.3M | Add +87.0% |
| KR Kroger Co. | 0.58% | 38,934 | $2.2M | Add +63.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.58% | 18,805 | $2.2M | No change |
| EMR Emerson Electric Co. | 0.56% | 19,597 | $2.1M | Reduce -19.7% |
| CVX Chevron Corp. | 0.55% | 14,251 | $2.1M | Reduce -22.4% |
| LEN Lennar Corp. Class A | 0.54% | 11,006 | $2.1M | Reduce -2.0% |
| CBRE CBRE Group Inc. Class A | 0.54% | 16,480 | $2.1M | Reduce -58.6% |
| BLK BlackRock Finance Inc. | 0.52% | 2,102 | $2.0M | Reduce -28.6% |
| OKE Oneok Inc. | 0.50% | 21,121 | $1.9M | Reduce -28.6% |
| DAL Delta Air Lines Inc. | 0.49% | 36,874 | $1.9M | Reduce -45.7% |
| GS Goldman Sachs Group Inc. | 0.49% | 3,746 | $1.9M | Add +69.0% |
| HON Honeywell International Inc. | 0.48% | 8,867 | $1.8M | Add +35.9% |
| PNC PNC Financial Services Group | 0.48% | 9,906 | $1.8M | Reduce -28.6% |
| EBAY eBay Inc. | 0.48% | 28,088 | $1.8M | New |
| MET Metlife Inc. | 0.47% | 21,548 | $1.8M | Add +1.5% |
| DLR Digital Realty Trust Inc. | 0.46% | 10,965 | $1.8M | Add +105.1% |
| TSLA Tesla Inc. | 0.45% | 6,509 | $1.7M | No change |
| MCK McKesson Corp. | 0.44% | 3,404 | $1.7M | Reduce -41.5% |
| VZ Verizon Communications Inc. | 0.44% | 37,460 | $1.7M | Reduce -29.1% |
| USFD US Foods Holding Corp. | 0.43% | 26,969 | $1.7M | Reduce -2.0% |
| MDLZ Mondelez International Inc. Class A | 0.43% | 22,316 | $1.6M | Add +57.5% |
| BP BP PLC-Spons ADR | 0.42% | 51,305 | $1.6M | Reduce -28.6% |
| LRCX Lam Research Corp. | 0.41% | 1,906 | $1.6M | Add +36.9% |
| TFC Truist Financial Corp. | 0.40% | 36,067 | $1.5M | Reduce -28.7% |
| DUK Duke Energy Corp. | 0.40% | 13,146 | $1.5M | Reduce -28.6% |
| HHH Howard Hughes Holdings Inc. | 0.38% | 18,952 | $1.5M | New |
| BLDR Builders Firstsource Inc. | 0.36% | 7,139 | $1.4M | New |
| BEN Franklin Templeton Inc. | 0.36% | 67,784 | $1.4M | Reduce -27.0% |
| CRH CRH PLC | 0.35% | 14,548 | $1.3M | New |
| MS Morgan Stanley | 0.34% | 12,538 | $1.3M | Reduce -28.6% |
| COP Conocophillips | 0.34% | 12,291 | $1.3M | Add +1.5% |
| AMT American Tower Corp. | 0.34% | 5,543 | $1.3M | No change |
| MRO Marathon Oil Corp. | 0.33% | 47,950 | $1.3M | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 0.33% | 2,183 | $1.3M | Reduce -28.5% |
| AMD Advanced Micro Devices | 0.33% | 7,727 | $1.3M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.32% | 3,679 | $1.2M | Reduce -31.4% |
| TD Toronto-Dominion Bank | 0.32% | 19,210 | $1.2M | Reduce -28.6% |
| MMM 3M Co. | 0.32% | 8,882 | $1.2M | Reduce -2.0% |
| RTX RTX Corp. | 0.32% | 9,965 | $1.2M | Reduce -2.0% |
| TGT Target Corp. | 0.31% | 7,500 | $1.2M | Reduce -27.5% |
| IP International Paper Co. | 0.30% | 23,827 | $1.2M | Reduce -28.6% |
| GEHC GE Healthcare Technology | 0.30% | 12,344 | $1.2M | Add +124.8% |
| EOG EOG Resources Inc. | 0.29% | 8,974 | $1.1M | Reduce -13.6% |
| FCNCA First Citizens Bcshs Class A | 0.29% | 598 | $1.1M | Reduce -0.7% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.29% | 15,737 | $1.1M | New |
| KMB Kimberly-Clark Corp. | 0.28% | 7,509 | $1.1M | Reduce -28.5% |
| VLO Valero Energy Corp. | 0.28% | 7,880 | $1.1M | Reduce -35.3% |
| APP AppLovin Corp. Class A | 0.27% | 8,010 | $1.0M | No change |
| MGM MGM Resorts International | 0.27% | 26,685 | $1.0M | New |
| HST Host Hotels & Resorts Inc. | 0.26% | 55,782 | $982K | Reduce -2.0% |
| ODFL Old Dominion Freight Line | 0.26% | 4,931 | $979K | Reduce -1.9% |
| CNC Centene Corp. | 0.25% | 12,757 | $960K | Reduce -2.0% |
| SO The Southern Co. | 0.25% | 10,568 | $953K | Reduce -2.0% |
| NXPI NXP Semiconductors NV | 0.24% | 3,891 | $934K | New |
| UGI Ugi Corp. | 0.24% | 36,722 | $919K | Reduce -1.9% |
| ACN Accenture PLC Class A | 0.23% | 2,539 | $897K | No change |
| UBER Uber Technologies Inc. | 0.23% | 11,861 | $891K | No change |
| STLD Steel Dynamics Inc. | 0.23% | 6,990 | $881K | Add +1.5% |
| WMS Advanced Drainage Systems Inc. | 0.23% | 5,480 | $861K | New |
| CTSH Cognizant Tech Solutions-A | 0.22% | 11,069 | $854K | Reduce -2.0% |
| USB US Bancorp | 0.22% | 18,555 | $849K | Reduce -64.1% |
| PYPL PayPal Holdings Inc. | 0.22% | 10,749 | $839K | New |
| WEC WEC Energy Group Inc. | 0.21% | 8,455 | $813K | New |
| GDDY GoDaddy Inc. Class A | 0.21% | 5,142 | $806K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.20% | 10,893 | $775K | Reduce -27.3% |
| VOYA Voya Financial Inc. | 0.20% | 9,586 | $759K | Add +7.7% |
| WFC Wells Fargo & Co. | 0.20% | 13,306 | $752K | Reduce -48.3% |
| PAYX Paychex Inc. | 0.19% | 5,533 | $742K | Reduce -28.6% |
| VRT Vertiv Holdings Co. Class A | 0.19% | 7,277 | $724K | New |
| TNL Travel + Leisure Co. | 0.19% | 15,621 | $720K | Reduce -26.7% |
| MCHP Microchip Technology Inc. | 0.18% | 8,681 | $697K | Reduce -1.9% |
| PH Parker Hannifin Corp. | 0.16% | 946 | $598K | Reduce -1.9% |
| FCX Freeport-McMoran Inc. | 0.15% | 11,275 | $563K | New |
| GPK Graphic Packaging Holding Co. | 0.14% | 18,692 | $553K | Reduce -46.3% |
| FISV Fiserv Inc. | 0.14% | 3,064 | $550K | Reduce -50.4% |
| NVT Nvent Electric PLC | 0.14% | 7,817 | $549K | Reduce -4.7% |
| LKQ LKQ Corp. | 0.14% | 13,629 | $544K | Reduce -14.2% |
| COF Capital One Financial Corp. | 0.13% | 3,351 | $502K | Reduce -2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 5,022 | $483K | Reduce -35.3% |
| COR Cencora Inc. | 0.13% | 2,131 | $480K | New |
| AMH American Homes 4 Rent- A | 0.12% | 12,395 | $476K | New |
| PLD Prologis Inc. | 0.12% | 3,596 | $454K | Reduce -70.0% |
| IVZ Invesco Ltd. | 0.12% | 25,739 | $452K | Reduce -28.6% |
| FOXA Fox Corp. Class A | 0.11% | 10,055 | $426K | Reduce -2.0% |
| INGR Ingredion Inc. | 0.11% | 3,021 | $415K | New |
| CCK Crown Holdings Inc. | 0.09% | 3,554 | $341K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.08% | 7,576 | $318K | Reduce -2.0% |
| UAA Under Armour Inc. Class A | 0.08% | 34,065 | $304K | New |
| HLN Haleon PLC-ADR | 0.03% | 11,809 | $125K | No change |