| Microsoft Corp. (MSFT) | $467.8M | 3.77% | 912,136 | -49,169 | Trimmed |
| Apple Inc. (AAPL) | $462.3M | 3.73% | 1,388,236 | -64,323 | Trimmed |
| NVIDIA Corp. (NVDA) | $256.0M | 2.06% | 1,121,126 | -141,571 | Trimmed |
| Alphabet Inc. (GOOG) | $247.9M | 2.00% | 727,458 | -14,603 | Trimmed |
| Alphabet Inc. (GOOGL) | $230.5M | 1.86% | 669,871 | -142,555 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $224.2M | 1.81% | 677,766 | -48,775 | Trimmed |
| Visa Inc. (V) | $155.1M | 1.25% | 431,531 | -35,101 | Trimmed |
| Qualys, Inc. (QLYS) | $147.2M | 1.19% | 786,384 | -198,505 | Trimmed |
| Johnson & Johnson (JNJ) | $142.5M | 1.15% | 538,379 | -42,454 | Trimmed |
| Aptargroup, Inc. (ATR) | $140.2M | 1.13% | 1,156,840 | -146,886 | Trimmed |
| Donaldson Co. Inc. (DCI) | $138.3M | 1.11% | 1,588,542 | -258,065 | Trimmed |
| Littelfuse Inc. (LFUS) | $134.3M | 1.08% | 316,840 | +18,513 | Added |
| Hubbell Inc. (HUBB) | $133.9M | 1.08% | 295,132 | -21,138 | Trimmed |
| Watts Water Technologies Inc. (WTS) | $124.9M | 1.01% | 352,775 | -16,192 | Trimmed |
| Mettler Toledo International Inc. (MTD) | $123.1M | 0.99% | 81,483 | -2,903 | Trimmed |
| Globus Medical Inc. (GMED) | $123.1M | 0.99% | 1,643,143 | +69,782 | Added |
| Halozyme Therapeutics, Inc. (HALO) | $114.4M | 0.92% | 1,035,813 | -47,249 | Trimmed |
| Cincinnati Financial Corp. (CINF) | $109.8M | 0.89% | 688,954 | -48,357 | Trimmed |
| Commerce Bancshares Inc. (CBSH) | $109.8M | 0.89% | 2,005,630 | -108,385 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $109.7M | 0.88% | 1,019,125 | -128,407 | Trimmed |
| Applied Industrial Technologies Inc. (AIT) | $105.3M | 0.85% | 316,921 | -110,424 | Trimmed |
| Dynatrace, Inc. (DT) | $99.3M | 0.80% | 1,719,609 | +409,003 | Added |
| Costco Wholesale Corp. (COST) | $99.2M | 0.80% | 108,949 | -1,862 | Trimmed |
| Jazz Pharmaceuticals plc (JAZZ) | $98.3M | 0.79% | 424,569 | -18,554 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $98.0M | 0.79% | 379,653 | -21,626 | Trimmed |
| Chemed Corp. (CHE) | $96.7M | 0.78% | 191,501 | -9,774 | Trimmed |
| Cullen/Frost Bankers, Inc. (CFR) | $96.5M | 0.78% | 631,874 | -100,457 | Trimmed |
| SEI Investments Co. (SEIC) | $95.7M | 0.77% | 932,646 | -58,654 | Trimmed |
| UFP Technologies Inc. (UFPT) | $95.1M | 0.77% | 320,339 | -15,939 | Trimmed |
| Nordson Corp. (NDSN) | $91.5M | 0.74% | 279,204 | -14,177 | Trimmed |
| Medpace Holdings, Inc. (MEDP) | $90.4M | 0.73% | 144,843 | -10,674 | Trimmed |
| Essential Utilities, Inc. (WTRG) | $90.2M | 0.73% | 2,301,599 | -161,862 | Trimmed |
| Deere & Co. (DE) | $89.9M | 0.72% | 133,875 | -14,693 | Trimmed |
| Choice Hotels International Inc. (CHH) | $87.5M | 0.71% | 854,469 | -44,461 | Trimmed |
| Manhattan Associates Inc. (MANH) | $87.1M | 0.70% | 438,443 | +438,443 | New position |
| Applied Materials Inc. (AMAT) | $86.8M | 0.70% | 169,714 | -61,423 | Trimmed |
| Badger Meter Inc. (BMI) | $86.3M | 0.70% | 698,858 | -30,103 | Trimmed |
| Chubb Ltd. (CB) | $85.8M | 0.69% | 263,928 | -34,463 | Trimmed |
| International Bancshares Corp. (IBOC) | $85.5M | 0.69% | 1,248,850 | -57,755 | Trimmed |
| Idex Corp. (IEX) | $84.7M | 0.68% | 371,595 | -18,600 | Trimmed |
| Commvault Systems Inc. (CVLT) | $84.1M | 0.68% | 561,288 | +299,141 | Added |
| Cavco Industries, Inc. (CVCO) | $83.5M | 0.67% | 149,056 | -6,657 | Trimmed |
| Stag Industrial, Inc. (STAG) | $83.3M | 0.67% | 2,327,259 | -113,220 | Trimmed |
| Factset Research Systems Inc. (FDS) | $83.2M | 0.67% | 308,252 | +65,803 | Added |
| A10 Networks, Inc. (ATEN) | $81.8M | 0.66% | 3,018,750 | +601,942 | Added |
| Allegion plc (ALLE) | $81.7M | 0.66% | 531,525 | -23,970 | Trimmed |
| ROSS Stores, Inc. (ROST) | $81.7M | 0.66% | 349,867 | -76,850 | Trimmed |
| Acuity Inc. (De) (AYI) | $80.1M | 0.65% | 258,611 | -12,031 | Trimmed |
| Stryker Corp. (SYK) | $79.8M | 0.64% | 289,940 | -3,649 | Trimmed |
| BJ's Wholesale Club Holdings, Inc. (BJ) | $77.6M | 0.63% | 843,946 | -38,995 | Trimmed |
| Expeditors International of Washington Inc. (EXPD) | $77.4M | 0.62% | 419,354 | -22,781 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $76.3M | 0.61% | 468,722 | +468,722 | New position |
| Union Pacific Corp. (UNP) | $76.2M | 0.61% | 279,870 | -18,787 | Trimmed |
| F5, Inc. (FFIV) | $76.2M | 0.61% | 171,076 | -6,304 | Trimmed |
| Jones Lang Lasalle Inc. (JLL) | $75.7M | 0.61% | 247,919 | -13,701 | Trimmed |
| Lincoln Electric Holdings Inc. (LECO) | $75.6M | 0.61% | 285,903 | -9,708 | Trimmed |
| Charles River Laboratories International, Inc. (CRL) | $74.2M | 0.60% | 251,380 | -37,537 | Trimmed |
| One Gas, Inc. (OGS) | $71.8M | 0.58% | 998,657 | -46,787 | Trimmed |
| Antero Midstream Corp. (AM) | $71.6M | 0.58% | 3,551,511 | +100,293 | Added |
| Veralto Corp. (VLTO) | $70.1M | 0.56% | 742,957 | -35,710 | Trimmed |
| Amazon.com Inc. (AMZN) | $69.9M | 0.56% | 280,747 | +44,179 | Added |
| Snap-on Inc. (SNA) | $68.6M | 0.55% | 188,778 | -33,903 | Trimmed |
| Sprouts Farmers Market, Inc. (SFM) | $68.3M | 0.55% | 1,029,343 | -55,687 | Trimmed |
| Magnolia Oil & Gas Corp. (MGY) | $67.3M | 0.54% | 2,866,273 | +481,513 | Added |
| Power Integrations Inc. (POWI) | $66.8M | 0.54% | 1,290,017 | +407,546 | Added |
| American Financial Group Inc. (AFG) | $66.1M | 0.53% | 483,473 | -26,336 | Trimmed |
| American Express Co. (AXP) | $65.2M | 0.53% | 214,359 | -10,112 | Trimmed |
| Accenture plc (ACN) | $65.1M | 0.53% | 355,166 | -28,959 | Trimmed |
| Paycom Software, Inc. (PAYC) | $64.3M | 0.52% | 295,322 | -11,170 | Trimmed |
| W.W. Grainger, Inc. (GWW) | $63.8M | 0.51% | 51,182 | -971 | Trimmed |
| Steris plc (STE) | $63.1M | 0.51% | 300,561 | +111 | Held |
| Williams Sonoma Inc. (WSM) | $60.3M | 0.49% | 264,649 | -10,503 | Trimmed |
| RPM International Inc. (RPM) | $58.9M | 0.47% | 597,345 | -16,139 | Trimmed |
| PepsiCo Inc. (PEP) | $58.8M | 0.47% | 463,732 | -50,400 | Trimmed |
| UMB Financial Corp. (UMBF) | $57.4M | 0.46% | 441,538 | +243,652 | Added |
| Merck & Co., Inc. (MRK) | $57.2M | 0.46% | 393,390 | -53,672 | Trimmed |
| Sysco Corp. (SYY) | $56.9M | 0.46% | 729,457 | -76,603 | Trimmed |
| KLA Corp. (KLAC) | $56.7M | 0.46% | 291,019 | -79,121 | Trimmed |
| Procter & Gamble Co. (PG) | $55.1M | 0.45% | 379,587 | -27,656 | Trimmed |
| TE Connectivity plc (TEL) | $51.9M | 0.42% | 245,981 | -36,301 | Trimmed |
| Avery Dennison Corp. (AVY) | $51.2M | 0.41% | 300,128 | -14,400 | Trimmed |
| New York Times Co. (NYT) | $51.1M | 0.41% | 802,007 | +90,693 | Added |
| Plexus Corp. (PLXS) | $50.8M | 0.41% | 194,818 | -13,206 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $50.8M | 0.41% | 138,405 | -13,486 | Trimmed |
| Idacorp Inc. (IDA) | $50.6M | 0.41% | 386,904 | -80,461 | Trimmed |
| East West Bancorp Inc. (EWBC) | $49.4M | 0.40% | 398,821 | -19,448 | Trimmed |
| Jack Henry & Associates Inc. (JKHY) | $49.4M | 0.40% | 345,020 | -8,707 | Trimmed |
| Texas Roadhouse, Inc. (TXRH) | $48.0M | 0.39% | 306,804 | -9,754 | Trimmed |
| Meta Platforms, Inc. (META) | $47.9M | 0.39% | 66,045 | -29,067 | Trimmed |
| Cactus, Inc. (WHD) | $47.3M | 0.38% | 760,064 | -50,558 | Trimmed |
| Illinois Tool Works Inc. (ITW) | $47.3M | 0.38% | 183,683 | -2,754 | Trimmed |
| Ball Corp. (BALL) | $47.1M | 0.38% | 839,732 | -31,072 | Trimmed |
| Broadcom Inc. (AVGO) | $46.4M | 0.37% | 132,199 | +24,251 | Added |
| Merit Medical Systems Inc. (MMSI) | $45.8M | 0.37% | 531,396 | +58,540 | Added |
| Service Corp. International (SCI) | $45.7M | 0.37% | 600,294 | -13,199 | Trimmed |
| Valmont Industries Inc. (VMI) | $44.9M | 0.36% | 97,075 | -4,870 | Trimmed |
| Axcelis Technologies Inc. (ACLS) | $44.7M | 0.36% | 340,419 | -18,837 | Trimmed |
| Zimmer Biomet Holdings, Inc. (ZBH) | $44.4M | 0.36% | 499,389 | -18,724 | Trimmed |
| ON Semiconductor Corp. (ON) | $44.3M | 0.36% | 575,757 | -46,863 | Trimmed |
| MSC Industrial Direct Co. Inc. (MSM) | $44.1M | 0.35% | 356,317 | -59,123 | Trimmed |