| NVIDIA Corp. (NVDA) | $2.0B | 8.27% | 9,841,100 | +133,200 | Added |
| Alphabet Inc. (GOOGL) | $2.0B | 8.22% | 5,469,800 | -172,700 | Trimmed |
| Microsoft Corp. (MSFT) | $1.6B | 6.74% | 4,300,000 | 0 | Held |
| Amazon.com Inc. (AMZN) | $1.2B | 5.00% | 4,992,300 | -81,200 | Trimmed |
| Broadcom Inc. (AVGO) | $972.0M | 4.09% | 2,578,100 | +99,200 | Added |
| Apple Inc. (AAPL) | $767.8M | 3.23% | 2,656,000 | 0 | Held |
| Meta Platforms, Inc. (META) | $613.8M | 2.58% | 1,090,500 | +460,300 | Added |
| JPMorgan Chase & Co. (JPM) | $608.8M | 2.56% | 1,860,500 | +414,200 | Added |
| Advanced Micro Devices Inc. (AMD) | $557.9M | 2.35% | 961,600 | -763,900 | Trimmed |
| Applied Materials Inc. (AMAT) | $531.8M | 2.24% | 735,500 | -139,900 | Trimmed |
| Visa Inc. (V) | $510.1M | 2.15% | 1,489,000 | +81,400 | Added |
| Texas Instruments Inc. (TXN) | $507.7M | 2.14% | 1,704,000 | -629,300 | Trimmed |
| Eli Lilly & Co. (LLY) | $505.7M | 2.13% | 421,700 | 0 | Held |
| Amphenol Corp. (APH) | $481.8M | 2.03% | 2,732,400 | -442,600 | Trimmed |
| Analog Devices Inc. (ADI) | $366.4M | 1.54% | 923,300 | -60,700 | Trimmed |
| KLA Corp. (KLAC) | $358.7M | 1.51% | 1,191,000 | -799,000 | Trimmed |
| AbbVie Inc. (ABBV) | $350.1M | 1.47% | 1,393,700 | 0 | Held |
| Palo Alto Networks Inc. (PANW) | $349.1M | 1.47% | 1,025,000 | 0 | Held |
| Netflix Inc. (NFLX) | $304.0M | 1.28% | 4,260,000 | 0 | Held |
| TJX Companies Inc. (TJX) | $301.2M | 1.27% | 1,988,065 | -1,578,000 | Trimmed |
| Fifth Third Bancorp (FITB) | $282.7M | 1.19% | 5,017,000 | +1,088,700 | Added |
| Intel Corp. (INTC) | $280.3M | 1.18% | 2,009,600 | 0 | Held |
| Mastercard Inc. (MA) | $277.4M | 1.17% | 540,360 | 0 | Held |
| Spotify Technology S.A. (SPOT) | $272.2M | 1.15% | 593,000 | 0 | Held |
| PNC Financial Services Group, Inc. (PNC) | $271.9M | 1.14% | 1,105,000 | +123,300 | Added |
| Progressive Corp. (PGR) | $238.2M | 1.00% | 1,091,400 | +396,600 | Added |
| Caterpillar Inc. (CAT) | $233.8M | 0.98% | 219,600 | -28,900 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $229.3M | 0.96% | 1,953,400 | +1,953,400 | New position |
| Bank of America Corp. (BAC) | $228.0M | 0.96% | 4,003,200 | 0 | Held |
| UnitedHealth Group Inc. (UNH) | $221.4M | 0.93% | 533,000 | +68,200 | Added |
| Walmart Inc. (WMT) | $217.3M | 0.91% | 1,921,100 | +236,900 | Added |
| Cintas Corp. (CTAS) | $216.9M | 0.91% | 1,275,500 | 0 | Held |
| Johnson & Johnson (JNJ) | $216.7M | 0.91% | 853,100 | +246,000 | Added |
| Synopsys Inc. (SNPS) | $216.2M | 0.91% | 484,860 | 0 | Held |
| Merck & Co., Inc. (MRK) | $210.6M | 0.89% | 1,640,300 | 0 | Held |
| Micron Technology Inc. (MU) | $208.4M | 0.88% | 181,120 | +181,120 | New position |
| Morgan Stanley (MS) | $207.6M | 0.87% | 993,500 | -285,600 | Trimmed |
| Coca-Cola Co. (KO) | $197.5M | 0.83% | 2,431,000 | +2,431,000 | New position |
| S&P Global Inc. (SPGI) | $186.0M | 0.78% | 483,600 | -24,400 | Trimmed |
| Rockwell Automation, Inc. (ROK) | $180.6M | 0.76% | 364,875 | -47,600 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $178.2M | 0.75% | 356,000 | +3,800 | Added |
| AMETEK Inc. (AME) | $176.6M | 0.74% | 730,365 | 0 | Held |
| Stryker Corp. (SYK) | $172.5M | 0.73% | 547,900 | 0 | Held |
| Linde plc (LIN) | $160.4M | 0.68% | 309,100 | -74,700 | Trimmed |
| Costco Wholesale Corp. (COST) | $155.2M | 0.65% | 166,000 | +81,100 | Added |
| Oracle Corp. (ORCL) | $151.8M | 0.64% | 1,035,000 | 0 | Held |
| Abbott Laboratories (ABT) | $145.9M | 0.61% | 1,609,200 | +153,500 | Added |
| ServiceNow, Inc. (NOW) | $144.9M | 0.61% | 1,459,400 | 0 | Held |
| Dollar General Corp. (DG) | $139.7M | 0.59% | 1,213,600 | +617,700 | Added |
| KKR & Co. Inc. (KKR) | $137.8M | 0.58% | 1,502,000 | +762,300 | Added |
| Boston Scientific Corp. (BSX) | $133.0M | 0.56% | 3,117,000 | +251,100 | Added |
| Ulta Beauty, Inc. (ULTA) | $129.1M | 0.54% | 286,505 | +64,000 | Added |
| Salesforce, Inc. (CRM) | $128.6M | 0.54% | 821,040 | 0 | Held |
| Qualcomm Inc. (QCOM) | $128.4M | 0.54% | 695,000 | +695,000 | New position |
| Danaher Corp. (DHR) | $123.1M | 0.52% | 646,900 | -232,400 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $118.5M | 0.50% | 298,000 | +34,100 | Added |
| Parker-Hannifin Corp. (PH) | $114.6M | 0.48% | 117,200 | +47,160 | Added |
| Trane Technologies plc (TT) | $112.6M | 0.47% | 229,400 | 0 | Held |
| Cooper Companies, Inc. (COO) | $112.1M | 0.47% | 1,563,000 | 0 | Held |
| McKesson Corp. (MCK) | $105.3M | 0.44% | 139,500 | 0 | Held |
| Estee Lauder Companies Inc. (EL) | $104.6M | 0.44% | 1,325,500 | +136,900 | Added |
| Gilead Sciences, Inc. (GILD) | $102.8M | 0.43% | 814,325 | 0 | Held |
| Ecolab Inc. (ECL) | $100.3M | 0.42% | 360,300 | -118,700 | Trimmed |
| Booking Holdings Inc. (BKNG) | $91.6M | 0.39% | 514,000 | -128,500 | Trimmed |
| Idex Corp. (IEX) | $86.1M | 0.36% | 379,500 | -199,500 | Trimmed |
| Walt Disney Co. (DIS) | $83.7M | 0.35% | 869,500 | -2,274,400 | Trimmed |
| Accenture plc (ACN) | $78.4M | 0.33% | 630,000 | 0 | Held |
| Home Depot, Inc. (HD) | $77.2M | 0.33% | 219,100 | -186,400 | Trimmed |
| Insulet Corp. (PODD) | $71.5M | 0.30% | 469,400 | +75,100 | Added |
| Illinois Tool Works Inc. (ITW) | $67.0M | 0.28% | 247,600 | -355,900 | Trimmed |
| Intuit Inc. (INTU) | $66.6M | 0.28% | 255,240 | 0 | Held |
| McCormick & Co. Inc. (MKC) | $65.9M | 0.28% | 1,306,700 | 0 | Held |
| Zoetis Inc. (ZTS) | $63.4M | 0.27% | 882,200 | 0 | Held |
| Tractor Supply Co. (TSCO) | $53.8M | 0.23% | 1,703,400 | -494,300 | Trimmed |
| Newmont Corp. (NEM) | $50.7M | 0.21% | 543,500 | +543,500 | New position |
| Cadence Design Systems Inc. (CDNS) | $49.9M | 0.21% | 133,000 | 0 | Held |
| Sherwin Williams Co. (SHW) | $44.0M | 0.18% | 128,000 | 0 | Held |
| Freeport-McMoRan Inc. (FCX) | $43.4M | 0.18% | 689,800 | +689,800 | New position |
| Adobe Inc. (ADBE) | $40.6M | 0.17% | 198,000 | 0 | Held |
| Nike, Inc. (NKE) | $36.2M | 0.15% | 882,300 | -1,220,000 | Trimmed |
| CRH Public Ltd. Co. (CRH) | $35.3M | 0.15% | 329,500 | +329,500 | New position |
| Automatic Data Processing Inc. (ADP) | $31.3M | 0.13% | 140,000 | -93,400 | Trimmed |
| Vulcan Materials Co. (VMC) | $30.8M | 0.13% | 104,320 | +104,320 | New position |
| Graco Inc. (GGG) | $26.5M | 0.11% | 350,865 | -1,184,235 | Trimmed |
| Credo Technology Group Holding Ltd. (CRDO) | $23.6M | 0.10% | 87,000 | +87,000 | New position |
| Xylem Inc. (XYL) | $20.7M | 0.09% | 175,000 | +175,000 | New position |
| Eaton Corp. plc (ETN) | $20.6M | 0.09% | 51,064 | +51,064 | New position |
| Emerson Electric Co. (EMR) | $20.6M | 0.09% | 143,300 | +143,300 | New position |
| Amrize Ltd. (AMRZ) | $14.6M | 0.06% | 274,013 | +274,013 | New position |
| Mobility Global Inc. (MBGL) | $11.2M | 0.05% | 508,000 | +508,000 | New position |
| Verisk Analytics, Inc. (VRSK) | $346.2K | 0.00% | 1,930 | -176,707 | Trimmed |