| Amazon.com Inc. (AMZN) | $258.6M | 1.85% | 1,084,940 | +212,263 | Added |
| Advanced Micro Devices Inc. (AMD) | $242.4M | 1.74% | 417,277 | +139,294 | Added |
| Microsoft Corp. (MSFT) | $240.6M | 1.72% | 645,043 | -40,612 | Trimmed |
| Citigroup Inc. (C) | $213.1M | 1.53% | 1,522,530 | +409,692 | Added |
| Tesla, Inc. (TSLA) | $208.6M | 1.50% | 495,984 | -167,374 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $138.5M | 0.99% | 290,034 | -239,618 | Trimmed |
| Salesforce, Inc. (CRM) | $135.4M | 0.97% | 864,602 | +674,461 | Added |
| Uber Technologies, Inc. (UBER) | $129.8M | 0.93% | 1,798,112 | +882,125 | Added |
| Robinhood Markets, Inc. (HOOD) | $123.1M | 0.88% | 1,227,630 | +72,455 | Added |
| SPDR S&P 500 (SPY) | $120.4M | 0.86% | 161,180 | +161,180 | New position |
| Caterpillar Inc. (CAT) | $110.9M | 0.80% | 104,146 | +23,698 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $110.7M | 0.79% | 221,197 | -45,323 | Trimmed |
| Airbnb, Inc. (ABNB) | $110.7M | 0.79% | 773,466 | +215,833 | Added |
| General Electric Co. (GE) | $104.3M | 0.75% | 279,071 | -207,574 | Trimmed |
| Chevron Corp. (CVX) | $102.0M | 0.73% | 615,136 | -447,487 | Trimmed |
| Intel Corp. (INTC) | $98.5M | 0.71% | 705,653 | +639,141 | Added |
| ASML Holding N.V. (ASML) | $98.3M | 0.70% | 49,410 | -13,279 | Trimmed |
| American International Group, Inc. (AIG) | $97.1M | 0.70% | 1,302,684 | +169,548 | Added |
| United Airlines Holdings, Inc. (UAL) | $87.3M | 0.63% | 641,644 | +324,544 | Added |
| Medtronic plc (MDT) | $86.0M | 0.62% | 1,099,468 | +1,037,808 | Added |
| Super Micro Computer, Inc. (SMCI) | $84.5M | 0.60% | 2,881,318 | +1,903,011 | Added |
| JPMorgan Chase & Co. (JPM) | $84.1M | 0.60% | 256,815 | +57,895 | Added |
| Wells Fargo & Company (WFC) | $83.7M | 0.60% | 1,012,417 | +1,012,417 | New position |
| Nokia Corporation (NOK) | $80.5M | 0.58% | 6,061,629 | +4,806,422 | Added |
| Meta Platforms, Inc. (META) | $77.9M | 0.56% | 138,340 | +49,326 | Added |
| T-Mobile US, Inc. (TMUS) | $76.6M | 0.55% | 456,839 | +169,902 | Added |
| Western Digital Corp. (WDC) | $76.5M | 0.55% | 119,831 | +19,268 | Added |
| Danaher Corp. (DHR) | $76.0M | 0.54% | 398,917 | +189,385 | Added |
| O'Reilly Automotive, Inc. (ORLY) | $75.6M | 0.54% | 821,101 | +642,793 | Added |
| Gilead Sciences, Inc. (GILD) | $75.2M | 0.54% | 595,241 | +521,649 | Added |
| McKesson Corp. (MCK) | $73.5M | 0.53% | 97,237 | +36,436 | Added |
| Bank of America Corp. (BAC) | $68.7M | 0.49% | 1,206,139 | +721,870 | Added |
| Altria Group, Inc. (MO) | $67.7M | 0.48% | 940,688 | -570,067 | Trimmed |
| Invesco QQQ Trust (QQQ) | $66.5M | 0.48% | 90,329 | +90,329 | New position |
| Comcast Corp. (CMCSA) | $66.2M | 0.47% | 2,696,412 | +2,696,412 | New position |
| Boston Scientific Corp. (BSX) | $63.4M | 0.45% | 1,486,096 | -179,851 | Trimmed |
| CME Group Inc. (CME) | $62.8M | 0.45% | 284,521 | +224,488 | Added |
| Barrick Mining Corp (B) | $62.6M | 0.45% | 1,703,468 | +787,760 | Added |
| Workday, Inc. (WDAY) | $62.0M | 0.44% | 506,319 | +478,439 | Added |
| NXP Semiconductors N.V. (NXPI) | $61.1M | 0.44% | 217,329 | +150,094 | Added |
| 3M Co. (MMM) | $61.0M | 0.44% | 376,455 | -13,732 | Trimmed |
| TransDigm Group Inc. (TDG) | $59.8M | 0.43% | 44,921 | +15,336 | Added |
| Cognizant Technology Solutions Corp. (CTSH) | $58.4M | 0.42% | 1,508,568 | +1,297,391 | Added |
| Docusign, Inc. (DOCU) | $57.9M | 0.41% | 1,302,842 | +352,598 | Added |
| TE Connectivity plc (TEL) | $57.5M | 0.41% | 285,142 | -8,884 | Trimmed |
| Target Corp. (TGT) | $57.2M | 0.41% | 437,908 | +360,502 | Added |
| Seagate Technology Holdings plc (STX) | $56.6M | 0.41% | 58,699 | +58,699 | New position |
| BP plc (BP) | $56.2M | 0.40% | 1,521,243 | +799,849 | Added |
| Spotify Technology S.A. (SPOT) | $55.1M | 0.40% | 120,044 | +31,542 | Added |
| Shopify Inc. (SHOP) | $55.0M | 0.39% | 481,667 | +269,558 | Added |
| Pinterest, Inc. (PINS) | $54.4M | 0.39% | 2,586,672 | +1,583,109 | Added |
| Automatic Data Processing Inc. (ADP) | $54.2M | 0.39% | 242,070 | +73,229 | Added |
| ServiceNow, Inc. (NOW) | $53.8M | 0.39% | 542,356 | +121,105 | Added |
| Chipotle Mexican Grill Inc. (CMG) | $53.6M | 0.38% | 1,577,676 | +1,034,209 | Added |
| Atlassian Corp. (TEAM) | $53.1M | 0.38% | 682,547 | +110,651 | Added |
| Parker-Hannifin Corp. (PH) | $52.8M | 0.38% | 53,980 | +15,194 | Added |
| ON Semiconductor Corp. (ON) | $52.7M | 0.38% | 557,952 | +139,743 | Added |
| Lam Research Corp. (LRCX) | $52.6M | 0.38% | 121,371 | -291,971 | Trimmed |
| KKR & Co. Inc. (KKR) | $51.6M | 0.37% | 562,277 | +299,374 | Added |
| Twilio Inc. (TWLO) | $51.4M | 0.37% | 248,952 | +66,834 | Added |
| Albemarle Corp. (ALB) | $51.0M | 0.36% | 377,476 | +5,223 | Added |
| Texas Instruments Inc. (TXN) | $50.7M | 0.36% | 170,099 | +158,606 | Added |
| Keysight Technologies, Inc. (KEYS) | $50.2M | 0.36% | 143,265 | +88,343 | Added |
| Consolidated Edison Inc. (ED) | $48.6M | 0.35% | 439,598 | +18,249 | Added |
| Amphenol Corp. (APH) | $48.6M | 0.35% | 275,668 | -12,296 | Trimmed |
| Bloom Energy Corp. (BE) | $48.6M | 0.35% | 160,551 | -329,885 | Trimmed |
| L3Harris Technologies, Inc. (LHX) | $48.4M | 0.35% | 166,603 | +166,603 | New position |
| KLA Corp. (KLAC) | $48.4M | 0.35% | 160,266 | -46,634 | Trimmed |
| FedEx Corp. (FDX) | $48.1M | 0.34% | 153,600 | +124,179 | Added |
| Alnylam Pharmaceuticals, Inc. (ALNY) | $46.9M | 0.34% | 155,904 | +15,795 | Added |
| General Motors Co. (GM) | $46.5M | 0.33% | 603,215 | +322,576 | Added |
| Southwest Airlines Co. (LUV) | $46.3M | 0.33% | 900,873 | +654,964 | Added |
| Dollar General Corp. (DG) | $46.1M | 0.33% | 400,579 | +265,022 | Added |
| Celestica Inc. (CLS) | $45.6M | 0.33% | 125,049 | +125,049 | New position |
| Republic Services, Inc. (RSG) | $44.7M | 0.32% | 209,759 | +140,604 | Added |
| Dexcom Inc. (DXCM) | $44.5M | 0.32% | 661,379 | +128,983 | Added |
| Victoria's Secret & Co. (VSXY) | $44.5M | 0.32% | 533,098 | +277,712 | Added |
| EchoStar Corp. (ECHO) | $43.9M | 0.32% | 432,991 | +432,991 | New position |
| Metlife Inc. (MET) | $43.8M | 0.31% | 517,521 | -69,298 | Trimmed |
| Micron Technology Inc. (MU) | $42.8M | 0.31% | 37,110 | -382,301 | Trimmed |
| Halliburton Co. (HAL) | $42.6M | 0.31% | 1,256,116 | +992,075 | Added |
| Sandisk Corp. (SNDK) | $42.4M | 0.30% | 18,667 | -172,370 | Trimmed |
| Select Sector SPDR Trust (XLP) | $42.1M | 0.30% | 507,086 | +224,043 | Added |
| DuPont de Nemours, Inc. (DD) | $41.8M | 0.30% | 308,500 | +276,415 | Added |
| Financial Select Sector SPDR ETF (XLF) | $41.7M | 0.30% | 778,421 | +705,691 | Added |
| Aflac Inc. (AFL) | $39.9M | 0.29% | 340,440 | +156,548 | Added |
| Intuitive Surgical Inc. (ISRG) | $39.9M | 0.29% | 100,307 | -42,889 | Trimmed |
| Abbott Laboratories (ABT) | $39.8M | 0.28% | 438,231 | +378,743 | Added |
| BJ's Wholesale Club Holdings, Inc. (BJ) | $39.7M | 0.28% | 454,794 | +211,441 | Added |
| Intercontinental Exchange, Inc. (ICE) | $39.6M | 0.28% | 322,016 | +322,016 | New position |
| Kinross Gold Corp. (KGC) | $39.6M | 0.28% | 1,677,438 | +314,375 | Added |
| Goldman Sachs Group Inc. (GS) | $39.3M | 0.28% | 38,890 | +20,935 | Added |
| Incyte Corp. (INCY) | $38.1M | 0.27% | 336,318 | +24,297 | Added |
| Fox Corp. (FOXA) | $38.1M | 0.27% | 730,044 | +393,233 | Added |
| Barclays plc (BCS) | $38.0M | 0.27% | 1,413,268 | +366,972 | Added |
| Union Pacific Corp. (UNP) | $37.3M | 0.27% | 137,287 | +122,375 | Added |
| STMicroelectronics N.V. (STM) | $36.2M | 0.26% | 483,307 | +483,307 | New position |
| American Electric Power Co. Inc. (AEP) | $36.0M | 0.26% | 262,897 | -120,531 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $35.3M | 0.25% | 71,088 | -51,846 | Trimmed |
| D.R. Horton, Inc. (DHI) | $35.0M | 0.25% | 214,930 | +47,117 | Added |