| NVIDIA Corp. (NVDA) | $1.9B | 4.71% | 10,963,644 | -857,120 | Trimmed |
| Apple Inc. (AAPL) | $1.9B | 4.59% | 7,377,107 | +1,485,121 | Added |
| Microsoft Corp. (MSFT) | $1.8B | 4.43% | 5,525,436 | -130,877 | Trimmed |
| Broadcom Inc. (AVGO) | $1.6B | 4.00% | 4,928,833 | -514,438 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.5B | 3.75% | 7,314,985 | -232,071 | Trimmed |
| Micron Technology Inc. (MU) | $1.5B | 3.58% | 1,445,196 | +694,138 | Added |
| Eli Lilly & Co. (LLY) | $1.3B | 3.12% | 1,210,321 | +48,609 | Added |
| JPMorgan Chase & Co. (JPM) | $1.0B | 2.50% | 3,554,331 | +192,186 | Added |
| Advanced Micro Devices Inc. (AMD) | $816.5M | 2.00% | 1,606,963 | +659,438 | Added |
| Intel Corp. (INTC) | $576.3M | 1.42% | 4,718,628 | +1,825,594 | Added |
| Mastercard Inc. (MA) | $563.7M | 1.39% | 1,254,871 | -161,259 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $549.9M | 1.35% | 1,256,456 | +392,696 | Added |
| Costco Wholesale Corp. (COST) | $528.5M | 1.30% | 645,893 | -114,026 | Trimmed |
| Visa Inc. (V) | $481.5M | 1.18% | 1,604,485 | +381,693 | Added |
| Walmart Inc. (WMT) | $453.5M | 1.11% | 4,577,575 | +1,751,469 | Added |
| Applied Materials Inc. (AMAT) | $439.7M | 1.08% | 695,240 | +180,741 | Added |
| Lam Research Corp. (LRCX) | $423.2M | 1.04% | 1,116,451 | +283,859 | Added |
| Cisco Systems, Inc. (CSCO) | $373.7M | 0.92% | 3,637,867 | +943,598 | Added |
| AbbVie Inc. (ABBV) | $355.1M | 0.87% | 1,613,385 | +364,447 | Added |
| Corning Inc. (GLW) | $343.5M | 0.84% | 1,537,554 | +800,728 | Added |
| Arista Networks, Inc. (ANET) | $323.1M | 0.79% | 2,174,709 | -357,904 | Trimmed |
| KLA Corp. (KLAC) | $308.6M | 0.76% | 1,169,445 | +274,815 | Added |
| General Electric Co. (GE) | $308.1M | 0.76% | 942,446 | +201,054 | Added |
| Bank of America Corp. (BAC) | $296.8M | 0.73% | 5,954,499 | +1,611,303 | Added |
| TJX Companies Inc. (TJX) | $289.8M | 0.71% | 2,186,625 | -824,709 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $288.5M | 0.71% | 793,553 | +224,730 | Added |
| Home Depot, Inc. (HD) | $279.8M | 0.69% | 907,144 | +179,858 | Added |
| Procter & Gamble Co. (PG) | $272.6M | 0.67% | 2,125,614 | +446,084 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $266.5M | 0.66% | 607,825 | -324,313 | Trimmed |
| Cadence Design Systems Inc. (CDNS) | $258.9M | 0.64% | 788,610 | -633,539 | Trimmed |
| Merck & Co., Inc. (MRK) | $253.9M | 0.62% | 2,259,422 | +551,301 | Added |
| Coca-Cola Co. (KO) | $248.5M | 0.61% | 3,495,710 | +1,022,540 | Added |
| Netflix Inc. (NFLX) | $227.6M | 0.56% | 3,643,985 | +873,186 | Added |
| Progressive Corp. (PGR) | $224.1M | 0.55% | 1,172,974 | -509,919 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $221.0M | 0.54% | 249,833 | +70,709 | Added |
| Spotify Technology S.A. (SPOT) | $213.2M | 0.52% | 530,872 | +429,840 | Added |
| Royal Bank of Canada (RY) | $212.6M | 0.52% | 1,174,215 | +305,334 | Added |
| Sandisk Corp. (SNDK) | $209.7M | 0.52% | 105,465 | +105,465 | New position |
| Fifth Third Bancorp (FITB) | $206.6M | 0.51% | 4,191,192 | -2,557,851 | Trimmed |
| Linde plc (LIN) | $205.6M | 0.51% | 452,991 | +89,892 | Added |
| Palo Alto Networks Inc. (PANW) | $203.1M | 0.50% | 680,760 | +113,076 | Added |
| Texas Instruments Inc. (TXN) | $200.1M | 0.49% | 767,401 | +204,335 | Added |
| Stryker Corp. (SYK) | $197.4M | 0.48% | 716,904 | -347,728 | Trimmed |
| Morgan Stanley (MS) | $189.0M | 0.46% | 1,033,824 | +313,837 | Added |
| Amphenol Corp. (APH) | $188.7M | 0.46% | 1,223,781 | +103,725 | Added |
| Oracle Corp. (ORCL) | $187.7M | 0.46% | 1,464,351 | +417,098 | Added |
| Intuitive Surgical Inc. (ISRG) | $185.7M | 0.46% | 533,954 | -174,858 | Trimmed |
| Wells Fargo & Company (WFC) | $178.7M | 0.44% | 2,472,339 | +611,937 | Added |
| Citigroup Inc. (C) | $177.6M | 0.44% | 1,450,663 | +489,176 | Added |
| West Pharmaceutical Services Inc. (WST) | $176.0M | 0.43% | 560,582 | -706,700 | Trimmed |
| Moody's Corp. (MCO) | $169.6M | 0.42% | 428,004 | -256,100 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $168.7M | 0.41% | 647,571 | +89,807 | Added |
| Ferguson Enterprises Inc. (FERG) | $164.8M | 0.41% | 793,732 | -825,862 | Trimmed |
| Amgen Inc. (AMGN) | $163.6M | 0.40% | 516,533 | +120,598 | Added |
| Seagate Technology Holdings plc (STX) | $161.4M | 0.40% | 191,218 | +46,287 | Added |
| PepsiCo Inc. (PEP) | $145.3M | 0.36% | 1,226,499 | +244,112 | Added |
| Western Digital Corp. (WDC) | $143.8M | 0.35% | 257,374 | +75,725 | Added |
| Howmet Aerospace Inc. (HWM) | $142.0M | 0.35% | 603,641 | +381,558 | Added |
| Verizon Communications Inc. (VZ) | $137.9M | 0.34% | 3,724,508 | +812,861 | Added |
| Republic Services, Inc. (RSG) | $135.9M | 0.33% | 729,388 | +492,204 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $134.8M | 0.33% | 201,932 | +51,004 | Added |
| NextEra Energy Inc. (NEE) | $133.4M | 0.33% | 1,738,108 | +422,400 | Added |
| Qualcomm Inc. (QCOM) | $132.4M | 0.33% | 819,133 | +247,600 | Added |
| Gilead Sciences, Inc. (GILD) | $132.3M | 0.33% | 1,197,619 | +203,010 | Added |
| American Express Co. (AXP) | $129.1M | 0.32% | 436,219 | +111,025 | Added |
| Analog Devices Inc. (ADI) | $128.2M | 0.32% | 368,948 | +103,616 | Added |
| McDonald's Corp. (MCD) | $126.7M | 0.31% | 535,723 | +141,648 | Added |
| Ingersoll Rand Inc. (IR) | $125.6M | 0.31% | 1,750,876 | -1,275,396 | Trimmed |
| Eaton Corp. plc (ETN) | $118.0M | 0.29% | 316,601 | +84,662 | Added |
| Deere & Co. (DE) | $117.9M | 0.29% | 212,493 | +52,234 | Added |
| Walt Disney Co. (DIS) | $112.7M | 0.28% | 1,339,131 | +365,053 | Added |
| Union Pacific Corp. (UNP) | $112.7M | 0.28% | 473,769 | +113,657 | Added |
| Charles Schwab Corp. (SCHW) | $111.4M | 0.27% | 1,380,032 | +349,872 | Added |
| Tyler Technologies Inc. (TYL) | $107.7M | 0.27% | 421,185 | -518,805 | Trimmed |
| LPL Financial Holdings Inc. (LPLA) | $107.7M | 0.27% | 437,217 | -335,475 | Trimmed |
| Welltower Inc. (WELL) | $107.7M | 0.26% | 542,390 | +145,777 | Added |
| BlackRock, Inc. (BLK) | $104.8M | 0.26% | 124,614 | +29,856 | Added |
| AT&T Inc. (T) | $103.6M | 0.25% | 5,721,745 | +1,316,895 | Added |
| Uber Technologies, Inc. (UBER) | $103.6M | 0.25% | 1,641,018 | +390,693 | Added |
| Dell Technologies Inc. (DELL) | $103.0M | 0.25% | 273,002 | +55,142 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $101.9M | 0.25% | 234,624 | +43,239 | Added |
| Abbott Laboratories (ABT) | $101.4M | 0.25% | 1,277,843 | +326,752 | Added |
| Chubb Ltd. (CB) | $98.1M | 0.24% | 329,176 | +69,285 | Added |
| AppLovin Corp. (APP) | $97.9M | 0.24% | 217,309 | +58,151 | Added |
| MSA Safety Inc. (MSA) | $97.5M | 0.24% | 638,713 | -858,878 | Trimmed |
| Vertiv Holdings Co. (VRT) | $97.4M | 0.24% | 332,544 | +72,774 | Added |
| Shopify Inc. (SHOP) | $95.5M | 0.23% | 956,521 | +229,944 | Added |
| Salesforce, Inc. (CRM) | $95.5M | 0.23% | 696,908 | +80,747 | Added |
| Prologis, Inc. (PLD) | $94.6M | 0.23% | 798,224 | +158,161 | Added |
| Capital One Financial Corp. (COF) | $89.3M | 0.22% | 508,684 | +110,920 | Added |
| Pfizer Inc. (PFE) | $88.0M | 0.22% | 4,179,623 | +1,135,084 | Added |
| Parker-Hannifin Corp. (PH) | $88.0M | 0.22% | 102,879 | +23,227 | Added |
| McKesson Corp. (MCK) | $87.5M | 0.21% | 132,469 | +15,287 | Added |
| Arthur J. Gallagher & Co. (AJG) | $85.4M | 0.21% | 425,155 | -752,347 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $85.2M | 0.21% | 1,691,386 | +367,715 | Added |
| Danaher Corp. (DHR) | $85.1M | 0.21% | 510,595 | +156,127 | Added |
| CVS Health Corp. (CVS) | $83.4M | 0.20% | 921,886 | +261,390 | Added |
| Lowe's Companies Inc. (LOW) | $82.5M | 0.20% | 427,657 | +102,541 | Added |
| Colgate-Palmolive Co. (CL) | $81.2M | 0.20% | 1,012,003 | -16,396 | Trimmed |
| Datadog, Inc. (DDOG) | $80.8M | 0.20% | 354,730 | +218,101 | Added |