| Apple Inc. (AAPL) | $1.8B | 7.75% | 6,185,595 | +151,888 | Added |
| NVIDIA Corp. (NVDA) | $1.5B | 6.34% | 7,321,096 | -3,148,400 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.2B | 5.20% | 3,363,057 | +429,823 | Added |
| Microsoft Corp. (MSFT) | $843.5M | 3.65% | 2,261,161 | +544,343 | Added |
| Broadcom Inc. (AVGO) | $632.6M | 2.74% | 1,674,682 | -723,280 | Trimmed |
| Micron Technology Inc. (MU) | $599.5M | 2.60% | 519,339 | +85,453 | Added |
| Eli Lilly & Co. (LLY) | $563.4M | 2.44% | 469,702 | +192,846 | Added |
| Amazon.com Inc. (AMZN) | $486.3M | 2.10% | 2,040,195 | +687,181 | Added |
| Sandisk Corp. (SNDK) | $479.5M | 2.08% | 210,902 | +54,136 | Added |
| Tesla, Inc. (TSLA) | $467.0M | 2.02% | 1,110,417 | +271,619 | Added |
| Travelers Companies, Inc. (TRV) | $427.4M | 1.85% | 1,294,618 | +358,500 | Added |
| Meta Platforms, Inc. (META) | $407.0M | 1.76% | 722,604 | -99,365 | Trimmed |
| Monster Beverage Corp. (MNST) | $330.3M | 1.43% | 3,436,219 | -68,146 | Trimmed |
| Intel Corp. (INTC) | $320.0M | 1.39% | 2,291,647 | +2,291,647 | New position |
| Allstate Corp. (ALL) | $318.9M | 1.38% | 1,340,093 | +13,372 | Added |
| Howmet Aerospace Inc. (HWM) | $304.4M | 1.32% | 1,132,249 | +29,464 | Added |
| Costco Wholesale Corp. (COST) | $292.2M | 1.26% | 312,338 | +29,199 | Added |
| IDEXX Laboratories Inc. (IDXX) | $273.1M | 1.18% | 518,860 | +75,838 | Added |
| Adobe Inc. (ADBE) | $256.6M | 1.11% | 1,251,817 | +520,549 | Added |
| Lam Research Corp. (LRCX) | $240.9M | 1.04% | 555,814 | -148,453 | Trimmed |
| AerCap Holdings N.V. (AER) | $223.4M | 0.97% | 1,532,503 | +83,456 | Added |
| Hartford Insurance Group, Inc. (HIG) | $220.3M | 0.95% | 1,662,165 | -382,998 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $213.8M | 0.93% | 368,061 | -147,603 | Trimmed |
| Marathon Petroleum Corp. (MPC) | $203.8M | 0.88% | 797,247 | +307,698 | Added |
| Valero Energy Corp. (VLO) | $203.8M | 0.88% | 782,449 | +761,759 | Added |
| Caterpillar Inc. (CAT) | $201.9M | 0.87% | 189,616 | +161,374 | Added |
| PDD Holdings Inc. (PDD) | $200.5M | 0.87% | 2,627,834 | +1,454,534 | Added |
| Alphabet Inc. (GOOG) | $198.8M | 0.86% | 562,512 | +115,527 | Added |
| Goldman Sachs Group Inc. (GS) | $193.2M | 0.84% | 191,000 | +152,754 | Added |
| Synchrony Financial (SYF) | $191.1M | 0.83% | 2,512,945 | -380,283 | Trimmed |
| Manulife Financial Corporation (MFC) | $182.9M | 0.79% | 4,513,841 | +759,500 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $182.0M | 0.79% | 381,083 | -51,153 | Trimmed |
| Comfort Systems USA Inc. (FIX) | $170.8M | 0.74% | 86,175 | +38,684 | Added |
| Kinross Gold Corp. (KGC) | $166.1M | 0.72% | 7,022,910 | -602,464 | Trimmed |
| Morgan Stanley (MS) | $164.4M | 0.71% | 786,319 | +25,933 | Added |
| Gilead Sciences, Inc. (GILD) | $160.6M | 0.70% | 1,271,457 | -164,714 | Trimmed |
| HCA Healthcare, Inc. (HCA) | $159.6M | 0.69% | 409,438 | +183,488 | Added |
| Dell Technologies Inc. (DELL) | $156.7M | 0.68% | 363,198 | +363,198 | New position |
| General Motors Co. (GM) | $149.1M | 0.65% | 1,934,207 | +177,712 | Added |
| Biogen Inc. (BIIB) | $145.3M | 0.63% | 672,723 | +56,530 | Added |
| Colgate-Palmolive Co. (CL) | $140.4M | 0.61% | 1,531,514 | +37,242 | Added |
| Bristol-Myers Squibb Co. (BMY) | $140.2M | 0.61% | 2,433,354 | +307,998 | Added |
| Intuitive Surgical Inc. (ISRG) | $138.1M | 0.60% | 347,251 | +133,088 | Added |
| Incyte Corp. (INCY) | $135.6M | 0.59% | 1,196,491 | +59,348 | Added |
| Canadian Imperial Bank of Commerce (CM) | $133.4M | 0.58% | 1,159,585 | +400,578 | Added |
| Casey's General Stores, Inc. (CASY) | $132.5M | 0.57% | 166,665 | +166,665 | New position |
| Westinghouse Air Brake Technologies Corp. (WAB) | $131.6M | 0.57% | 487,973 | -7,059 | Trimmed |
| Emcor Group, Inc. (EME) | $131.5M | 0.57% | 158,448 | -69,767 | Trimmed |
| Fair Isaac Corp. (FICO) | $126.0M | 0.55% | 105,463 | +11,583 | Added |
| Metlife Inc. (MET) | $123.1M | 0.53% | 1,455,427 | -152,292 | Trimmed |
| Western Digital Corp. (WDC) | $122.2M | 0.53% | 191,388 | -33,313 | Trimmed |
| Suncor Energy Inc. (SU) | $121.0M | 0.52% | 2,251,050 | +1,006,834 | Added |
| Ebay Inc. (EBAY) | $119.7M | 0.52% | 1,071,119 | +326,527 | Added |
| Royal Bank of Canada (RY) | $116.2M | 0.50% | 561,737 | +393,527 | Added |
| Seagate Technology Holdings plc (STX) | $116.1M | 0.50% | 120,320 | +103,510 | Added |
| CF Industries Holdings, Inc. (CF) | $112.4M | 0.49% | 1,037,805 | +45,764 | Added |
| Lumentum Holdings Inc. (LITE) | $110.3M | 0.48% | 128,520 | +2,953 | Added |
| Capital One Financial Corp. (COF) | $109.0M | 0.47% | 543,153 | +77,263 | Added |
| AppLovin Corp. (APP) | $108.7M | 0.47% | 210,938 | +8,424 | Added |
| AbbVie Inc. (ABBV) | $107.4M | 0.47% | 426,658 | +222,509 | Added |
| Amphenol Corp. (APH) | $105.7M | 0.46% | 599,582 | -772,448 | Trimmed |
| Netflix Inc. (NFLX) | $99.5M | 0.43% | 1,394,013 | -4,028 | Trimmed |
| Omnicom Group Inc. (OMC) | $96.2M | 0.42% | 1,320,275 | +1,130,648 | Added |
| Booking Holdings Inc. (BKNG) | $95.5M | 0.41% | 535,744 | -724,206 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $95.3M | 0.41% | 811,415 | +811,415 | New position |
| Steel Dynamics Inc. (STLD) | $93.4M | 0.40% | 406,945 | 0 | Held |
| Curtiss Wright Corp. (CW) | $91.7M | 0.40% | 121,062 | +97,413 | Added |
| Northern Trust Corp. (NTRS) | $90.7M | 0.39% | 521,882 | +479,285 | Added |
| Arista Networks, Inc. (ANET) | $87.2M | 0.38% | 513,510 | +47,739 | Added |
| McKesson Corp. (MCK) | $86.8M | 0.38% | 114,842 | +87,095 | Added |
| Palantir Technologies Inc. (PLTR) | $86.0M | 0.37% | 737,015 | +699,354 | Added |
| Ameriprise Financial Inc. (AMP) | $84.9M | 0.37% | 185,006 | +173,098 | Added |
| Teva Pharmaceutical Industries Ltd. (TEVA) | $84.8M | 0.37% | 2,502,805 | -1,053,584 | Trimmed |
| Newmont Corp. (NEM) | $83.2M | 0.36% | 890,298 | +860,086 | Added |
| AT&T Inc. (T) | $83.0M | 0.36% | 4,007,568 | -449,869 | Trimmed |
| Principal Financial Group Inc. (PFG) | $82.9M | 0.36% | 769,378 | -168,095 | Trimmed |
| Interactive Brokers Group, Inc. (IBKR) | $80.5M | 0.35% | 924,672 | -204,952 | Trimmed |
| Fox Corp. (FOXA) | $78.2M | 0.34% | 1,500,064 | +145,457 | Added |
| Citigroup Inc. (C) | $72.5M | 0.31% | 518,247 | +389,986 | Added |
| Mastercard Inc. (MA) | $71.6M | 0.31% | 139,347 | -115,922 | Trimmed |
| Kroger Co. (KR) | $70.3M | 0.30% | 1,266,841 | +1,266,841 | New position |
| Sea Limited (SE) | $68.4M | 0.30% | 714,156 | +683,649 | Added |
| Cadence Design Systems Inc. (CDNS) | $66.9M | 0.29% | 178,361 | +78,954 | Added |
| Prudential Financial Inc. (PRU) | $64.7M | 0.28% | 599,265 | -443,002 | Trimmed |
| Coherent Corp. (COHR) | $64.0M | 0.28% | 162,122 | +50,387 | Added |
| Bank of New York Mellon Corp. (BNY) | $62.1M | 0.27% | 429,307 | +266,079 | Added |
| Cloudflare, Inc. (NET) | $61.5M | 0.27% | 250,711 | +4,384 | Added |
| Toronto-Dominion Bank (TD) | $61.3M | 0.27% | 504,709 | +164,271 | Added |
| General Electric Co. (GE) | $60.7M | 0.26% | 162,484 | -142,940 | Trimmed |
| Neurocrine Biosciences Inc. (NBIX) | $58.8M | 0.26% | 348,993 | +348,993 | New position |
| Resmed Inc. (RMD) | $57.8M | 0.25% | 296,761 | -137,853 | Trimmed |
| Magna Intl Inc. (MGA) | $57.5M | 0.25% | 876,051 | +876,051 | New position |
| Reddit, Inc. (RDDT) | $57.4M | 0.25% | 330,459 | +69,715 | Added |
| Delta Air Lines, Inc. (DAL) | $54.5M | 0.24% | 581,886 | +439,220 | Added |
| Arm Holdings plc (ARM) | $53.9M | 0.23% | 151,983 | +151,983 | New position |
| Corebridge Financial, Inc. (CRBG) | $53.3M | 0.23% | 1,860,030 | +14,713 | Added |
| ExxonMobil Holdings Corp. (XOM) | $50.9M | 0.22% | 372,039 | +143,885 | Added |
| Texas Instruments Inc. (TXN) | $50.3M | 0.22% | 168,848 | +168,848 | New position |
| Parker-Hannifin Corp. (PH) | $50.2M | 0.22% | 51,327 | -10,245 | Trimmed |
| United Rentals, Inc. (URI) | $49.7M | 0.21% | 43,857 | +24,909 | Added |