| Broadcom Inc. (AVGO) | $985.6M | 4.55% | 2,609,210 | -224,871 | Trimmed |
| Eli Lilly & Co. (LLY) | $787.0M | 3.63% | 656,123 | -10,006 | Trimmed |
| Microsoft Corp. (MSFT) | $676.0M | 3.12% | 1,812,151 | -59,180 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $671.3M | 3.10% | 1,405,699 | +50,141 | Added |
| AbbVie Inc. (ABBV) | $652.4M | 3.01% | 2,592,534 | -146,100 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $625.3M | 2.88% | 1,910,421 | -20,361 | Trimmed |
| Williams Companies, Inc. (WMB) | $503.4M | 2.32% | 6,771,549 | -88,317 | Trimmed |
| Johnson & Johnson (JNJ) | $500.5M | 2.31% | 1,970,876 | -750,307 | Trimmed |
| Procter & Gamble Co. (PG) | $475.9M | 2.19% | 3,245,212 | -62,908 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $475.1M | 2.19% | 1,143,155 | +290,727 | Added |
| PNC Financial Services Group, Inc. (PNC) | $456.6M | 2.11% | 1,854,557 | +282,014 | Added |
| NextEra Energy Inc. (NEE) | $417.8M | 1.93% | 4,760,688 | -488,855 | Trimmed |
| Home Depot, Inc. (HD) | $406.9M | 1.88% | 1,153,676 | +1,617 | Added |
| Cisco Systems, Inc. (CSCO) | $405.0M | 1.87% | 3,448,182 | -52,841 | Trimmed |
| Targa Resources Corp. (TRGP) | $375.4M | 1.73% | 1,400,158 | -326,108 | Trimmed |
| Chevron Corp. (CVX) | $347.6M | 1.60% | 2,097,273 | -26,259 | Trimmed |
| Eaton Corp. plc (ETN) | $302.7M | 1.40% | 710,424 | -6,993 | Trimmed |
| Travelers Companies, Inc. (TRV) | $302.7M | 1.40% | 916,845 | -230,077 | Trimmed |
| Apollo Global Management, Inc. (APO) | $302.6M | 1.40% | 2,557,635 | +1,068,970 | Added |
| Sempra (SRE) | $281.7M | 1.30% | 3,038,636 | -356,522 | Trimmed |
| Texas Instruments Inc. (TXN) | $258.7M | 1.19% | 867,874 | -162,747 | Trimmed |
| Victory Capital Holdings, Inc. (VCTR) | $255.9M | 1.18% | 3,044,278 | +340,047 | Added |
| Hartford Insurance Group, Inc. (HIG) | $236.4M | 1.09% | 1,783,914 | -660,660 | Trimmed |
| Mondelez International, Inc. (MDLZ) | $234.8M | 1.08% | 4,060,187 | -104,410 | Trimmed |
| TJX Companies Inc. (TJX) | $228.4M | 1.05% | 1,507,860 | +189,193 | Added |
| Cincinnati Financial Corp. (CINF) | $225.3M | 1.04% | 1,217,117 | -333 | Held |
| Darden Restaurants Inc. (DRI) | $207.6M | 0.96% | 1,007,805 | -2,371 | Trimmed |
| Hubbell Inc. (HUBB) | $206.6M | 0.95% | 394,813 | +138,248 | Added |
| Western Digital Corp. (WDC) | $205.1M | 0.95% | 321,167 | -4,169 | Trimmed |
| General Dynamics Corp. (GD) | $204.9M | 0.94% | 578,479 | -8,908 | Trimmed |
| Snap-on Inc. (SNA) | $197.9M | 0.91% | 491,774 | +45,013 | Added |
| TE Connectivity plc (TEL) | $177.2M | 0.82% | 879,085 | -4,079 | Trimmed |
| Alphabet Inc. (GOOGL) | $176.2M | 0.81% | 493,119 | +108,482 | Added |
| Cummins Inc. (CMI) | $164.5M | 0.76% | 230,716 | +130,618 | Added |
| Apple Inc. (AAPL) | $161.5M | 0.74% | 558,116 | -89,297 | Trimmed |
| Corning Inc. (GLW) | $161.0M | 0.74% | 630,341 | -208,778 | Trimmed |
| Analog Devices Inc. (ADI) | $160.8M | 0.74% | 404,950 | +142,829 | Added |
| Automatic Data Processing Inc. (ADP) | $158.0M | 0.73% | 705,312 | -91,481 | Trimmed |
| Reinsurance Group of America Inc. (RGA) | $156.9M | 0.72% | 737,762 | +97,921 | Added |
| Garmin Ltd. (GRMN) | $155.6M | 0.72% | 654,914 | +190,854 | Added |
| KLA Corp. (KLAC) | $153.1M | 0.71% | 507,284 | -13,146 | Trimmed |
| RTX Corp. (RTX) | $152.4M | 0.70% | 803,134 | -220,428 | Trimmed |
| U.S. Bancorp (USB) | $151.8M | 0.70% | 2,513,197 | -7,781 | Trimmed |
| WEC Energy Group, Inc. (WEC) | $151.4M | 0.70% | 1,296,735 | +265,168 | Added |
| Silicon Motion Technology Corporation (SIMO) | $151.1M | 0.70% | 453,307 | +297,742 | Added |
| Illinois Tool Works Inc. (ITW) | $150.9M | 0.70% | 557,870 | -45,236 | Trimmed |
| Motorola Solutions, Inc. (MSI) | $150.9M | 0.70% | 363,274 | -39,175 | Trimmed |
| PPL Corp. (PPL) | $150.1M | 0.69% | 4,129,959 | -51,459 | Trimmed |
| Fastenal Co. (FAST) | $148.5M | 0.69% | 3,092,185 | -37,572 | Trimmed |
| Cintas Corp. (CTAS) | $144.0M | 0.66% | 846,606 | +107,256 | Added |
| Coca-Cola Co. (KO) | $142.5M | 0.66% | 1,752,949 | -4,615 | Trimmed |
| Amphenol Corp. (APH) | $142.3M | 0.66% | 807,054 | +464,297 | Added |
| McDonald's Corp. (MCD) | $142.1M | 0.66% | 525,783 | -188,019 | Trimmed |
| Waste Management Inc. (WM) | $138.4M | 0.64% | 620,996 | +150,421 | Added |
| CME Group Inc. (CME) | $137.7M | 0.64% | 623,642 | -7,080 | Trimmed |
| Evercore Inc. (EVR) | $135.0M | 0.62% | 395,493 | -6,340 | Trimmed |
| Carrier Global Corp. (CARR) | $133.9M | 0.62% | 1,825,329 | +764,906 | Added |
| Vici Properties Inc. (VICI) | $125.7M | 0.58% | 4,733,950 | -92,361 | Trimmed |
| Linde plc (LIN) | $124.4M | 0.57% | 239,749 | +1,570 | Added |
| Cboe Global Markets, Inc. (CBOE) | $123.6M | 0.57% | 509,307 | +65,896 | Added |
| RB Global Inc. (RBA) | $123.5M | 0.57% | 1,060,316 | +33,440 | Added |
| Dell Technologies Inc. (DELL) | $118.6M | 0.55% | 274,778 | -3,430 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $118.5M | 0.55% | 866,409 | -598,226 | Trimmed |
| Parker-Hannifin Corp. (PH) | $112.7M | 0.52% | 115,264 | +47,485 | Added |
| Watsco Inc. (WSO) | $111.5M | 0.51% | 267,656 | +5,732 | Added |
| Philip Morris International Inc. (PM) | $107.4M | 0.49% | 593,836 | -7,337 | Trimmed |
| Kinder Morgan, Inc. (KMI) | $98.1M | 0.45% | 3,069,064 | -979,213 | Trimmed |
| Merck & Co., Inc. (MRK) | $95.5M | 0.44% | 742,880 | -7,614 | Trimmed |
| DT Midstream, Inc. (DTM) | $90.8M | 0.42% | 618,471 | +24,957 | Added |
| Meta Platforms, Inc. (META) | $90.2M | 0.42% | 160,145 | +21,887 | Added |
| Gildan Activewear Inc. (GIL) | $89.1M | 0.41% | 1,727,639 | +147,827 | Added |
| British American Tobacco p.l.c. (BTI) | $87.0M | 0.40% | 1,408,261 | +744,794 | Added |
| Air Products & Chemicals, Inc. (APD) | $85.0M | 0.39% | 290,079 | -88,133 | Trimmed |
| Walmart Inc. (WMT) | $83.5M | 0.39% | 737,290 | +258,041 | Added |
| PepsiCo Inc. (PEP) | $82.1M | 0.38% | 606,526 | -659,530 | Trimmed |
| CMS Energy Corp. (CMS) | $81.7M | 0.38% | 1,068,322 | +23,433 | Added |
| Avalonbay Cmntys Inc. (AVB) | $77.6M | 0.36% | 411,256 | -100,114 | Trimmed |
| Accenture plc (ACN) | $77.1M | 0.36% | 619,735 | -162,021 | Trimmed |
| Phillips 66 (PSX) | $75.9M | 0.35% | 448,919 | -4,303 | Trimmed |
| TKO Group Holdings, Inc. (TKO) | $75.2M | 0.35% | 373,391 | +373,391 | New position |
| Encompass Health Corp. (EHC) | $74.6M | 0.34% | 737,678 | +183,062 | Added |
| General Electric Co. (GE) | $71.3M | 0.33% | 190,783 | +186,346 | Added |
| Nisource Inc. (NI) | $71.1M | 0.33% | 1,495,587 | +72,304 | Added |
| American Healthcare REIT, Inc. (AHR) | $69.9M | 0.32% | 1,340,954 | +132,675 | Added |
| Packaging Corp. of America (PKG) | $68.1M | 0.31% | 285,998 | +14,158 | Added |
| Ventas, Inc. (VTR) | $68.1M | 0.31% | 766,685 | +766,685 | New position |
| Amgen Inc. (AMGN) | $67.6M | 0.31% | 186,593 | -9,273 | Trimmed |
| Bank of America Corp. (BAC) | $67.2M | 0.31% | 1,179,667 | -11,494 | Trimmed |
| Texas Roadhouse, Inc. (TXRH) | $65.1M | 0.30% | 336,943 | +9,055 | Added |
| Ryder System Inc. (R) | $64.7M | 0.30% | 245,366 | +51,213 | Added |
| First Financial Bancorp (FFBC) | $64.4M | 0.30% | 1,902,947 | +547,204 | Added |
| Alliant Energy Corp. (LNT) | $62.4M | 0.29% | 818,318 | +42,572 | Added |
| RPM International Inc. (RPM) | $60.9M | 0.28% | 547,584 | +18,671 | Added |
| Lockheed Martin Corp. (LMT) | $59.8M | 0.28% | 117,400 | -232,473 | Trimmed |
| Agree Realty Corp. (ADC) | $59.4M | 0.27% | 784,265 | +151,699 | Added |
| Prologis, Inc. (PLD) | $59.2M | 0.27% | 437,178 | -2,190 | Trimmed |
| U S Physical Therapy Inc. (USPH) | $59.2M | 0.27% | 861,574 | +16,186 | Added |
| Union Pacific Corp. (UNP) | $58.4M | 0.27% | 214,816 | -6,312 | Trimmed |
| Abbott Laboratories (ABT) | $58.1M | 0.27% | 639,957 | -126,937 | Trimmed |
| ONEOK Inc. (OKE) | $56.4M | 0.26% | 648,734 | -29,381 | Trimmed |