| Broadcom Inc. (AVGO) | $799.4M | 5.60% | 2,116,092 | -69,805 | Trimmed |
| Microsoft Corp. (MSFT) | $494.8M | 3.47% | 1,326,460 | -58,684 | Trimmed |
| KLA Corp. (KLAC) | $378.2M | 2.65% | 1,253,652 | +116,382 | Added |
| NVIDIA Corp. (NVDA) | $370.8M | 2.60% | 1,852,918 | -67,309 | Trimmed |
| Apple Inc. (AAPL) | $368.8M | 2.59% | 1,274,703 | +188,946 | Added |
| AstraZeneca PLC (AZN) | $365.0M | 2.56% | 1,949,177 | -60,820 | Trimmed |
| Philip Morris International Inc. (PM) | $350.2M | 2.46% | 1,935,959 | +21,902 | Added |
| Meta Platforms, Inc. (META) | $317.1M | 2.22% | 562,868 | +22,414 | Added |
| Alphabet Inc. (GOOG) | $272.5M | 1.91% | 771,314 | -50,490 | Trimmed |
| ASML Holding N.V. (ASML) | $269.9M | 1.89% | 135,687 | +4,640 | Added |
| Alphabet Inc. (GOOGL) | $265.1M | 1.86% | 741,852 | +10,734 | Added |
| Micron Technology Inc. (MU) | $255.8M | 1.79% | 221,600 | -22,219 | Trimmed |
| TotalEnergies SE (TTE) | $249.1M | 1.75% | 3,205,301 | -517,879 | Trimmed |
| Eli Lilly & Co. (LLY) | $238.3M | 1.67% | 198,681 | +5,652 | Added |
| Amazon.com Inc. (AMZN) | $217.3M | 1.52% | 911,660 | +43,697 | Added |
| Welltower Inc. (WELL) | $214.3M | 1.50% | 944,190 | +121,440 | Added |
| Royal Caribbean Cruises Ltd. (RCL) | $197.6M | 1.39% | 622,250 | +15,233 | Added |
| General Electric Co. (GE) | $195.6M | 1.37% | 523,483 | +1,526 | Added |
| JPMorgan Chase & Co. (JPM) | $190.1M | 1.33% | 580,817 | -14,840 | Trimmed |
| Visa Inc. (V) | $184.5M | 1.29% | 537,830 | +5,004 | Added |
| Bank of America Corp. (BAC) | $151.4M | 1.06% | 2,657,165 | -227,238 | Trimmed |
| Mastercard Inc. (MA) | $140.3M | 0.98% | 273,245 | +3,505 | Added |
| UnitedHealth Group Inc. (UNH) | $138.8M | 0.97% | 333,850 | -58,225 | Trimmed |
| Barrick Mining Corp (B) | $133.4M | 0.94% | 3,628,271 | -285,159 | Trimmed |
| RTX Corp. (RTX) | $132.0M | 0.93% | 695,548 | -5,147 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $125.0M | 0.88% | 261,799 | -6,817 | Trimmed |
| Marsh & McLennan Companies, Inc. (MRSH) | $123.3M | 0.86% | 739,907 | -1,748 | Trimmed |
| Deere & Co. (DE) | $121.2M | 0.85% | 191,015 | +40,510 | Added |
| Tesla, Inc. (TSLA) | $120.2M | 0.84% | 285,735 | +24,440 | Added |
| Amphenol Corp. (APH) | $111.9M | 0.79% | 634,753 | +119,472 | Added |
| AbbVie Inc. (ABBV) | $109.6M | 0.77% | 435,569 | +5,140 | Added |
| Amgen Inc. (AMGN) | $108.6M | 0.76% | 299,765 | -98,304 | Trimmed |
| Shopify Inc. (SHOP) | $103.0M | 0.72% | 901,742 | +116,384 | Added |
| CVS Health Corp. (CVS) | $103.0M | 0.72% | 995,193 | +89,579 | Added |
| Northrop Grumman Corp. (NOC) | $101.9M | 0.71% | 200,010 | -11,543 | Trimmed |
| Cenovus Energy Inc. (CVE) | $100.8M | 0.71% | 4,063,578 | -907,346 | Trimmed |
| British American Tobacco p.l.c. (BTI) | $97.5M | 0.68% | 1,578,375 | -27,471 | Trimmed |
| Intel Corp. (INTC) | $96.9M | 0.68% | 693,663 | +120,951 | Added |
| Caterpillar Inc. (CAT) | $96.8M | 0.68% | 90,941 | -17,465 | Trimmed |
| Truist Financial Corp. (TFC) | $94.1M | 0.66% | 1,888,111 | -510 | Held |
| Ryanair Holdings PLC (RYAAY) | $89.6M | 0.63% | 1,383,599 | -110,168 | Trimmed |
| Constellation Energy Corp. (CEG) | $88.5M | 0.62% | 356,344 | +23,450 | Added |
| Abbott Laboratories (ABT) | $87.1M | 0.61% | 960,064 | +26,573 | Added |
| Beigene, Ltd (ONC) | $87.1M | 0.61% | 305,477 | +3,234 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $81.7M | 0.57% | 164,407 | +2,684 | Added |
| Starbucks Corp. (SBUX) | $76.3M | 0.54% | 747,132 | -67,822 | Trimmed |
| Linde plc (LIN) | $75.5M | 0.53% | 145,569 | -3,716 | Trimmed |
| ConocoPhillips (COP) | $74.4M | 0.52% | 716,097 | -36,168 | Trimmed |
| Yum! Brands, Inc. (YUM) | $72.7M | 0.51% | 454,966 | +6,889 | Added |
| Danaher Corp. (DHR) | $71.1M | 0.50% | 373,371 | +21,188 | Added |
| MercadoLibre, Inc. (MELI) | $70.8M | 0.50% | 41,715 | -411 | Trimmed |
| Mondelez International, Inc. (MDLZ) | $69.9M | 0.49% | 1,207,777 | -42,701 | Trimmed |
| GE Vernova Inc. (GEV) | $67.2M | 0.47% | 57,206 | +5,717 | Added |
| Ftai Aviation Ltd. (FTAI) | $66.6M | 0.47% | 246,289 | -1,766 | Trimmed |
| Costco Wholesale Corp. (COST) | $66.1M | 0.46% | 70,673 | -2,142 | Trimmed |
| Air Products & Chemicals, Inc. (APD) | $65.9M | 0.46% | 224,698 | +1,132 | Added |
| ExxonMobil Holdings Corp. (XOM) | $64.6M | 0.45% | 472,602 | +63,323 | Added |
| Public Storage (PSA) | $63.4M | 0.45% | 199,277 | +44,238 | Added |
| Keurig Dr Pepper Inc. (KDP) | $61.7M | 0.43% | 1,884,398 | +291,077 | Added |
| Royalty Pharma plc (RPRX) | $60.3M | 0.42% | 1,074,948 | +51,068 | Added |
| Merck & Co., Inc. (MRK) | $58.4M | 0.41% | 454,397 | +448,389 | Added |
| ONEOK Inc. (OKE) | $56.9M | 0.40% | 654,487 | +608,406 | Added |
| TransDigm Group Inc. (TDG) | $56.4M | 0.40% | 42,367 | -1,004 | Trimmed |
| KKR & Co. Inc. (KKR) | $56.1M | 0.39% | 610,864 | +14,271 | Added |
| Atmos Energy Corp. (ATO) | $54.6M | 0.38% | 316,825 | -8,788 | Trimmed |
| Coca-Cola Co. (KO) | $54.2M | 0.38% | 667,124 | +74,220 | Added |
| Wheaton Precious Metals Corp. (WPM) | $53.3M | 0.37% | 474,206 | -4,548 | Trimmed |
| Delta Air Lines, Inc. (DAL) | $52.6M | 0.37% | 561,291 | +1,301 | Added |
| Boeing Co. (BA) | $52.5M | 0.37% | 242,448 | +3,935 | Added |
| Salesforce, Inc. (CRM) | $52.3M | 0.37% | 333,996 | -66,463 | Trimmed |
| Petróleo Brasileiro S.A. (Petrobras) (PBR) | $52.2M | 0.37% | 3,231,970 | -715,282 | Trimmed |
| Union Pacific Corp. (UNP) | $51.6M | 0.36% | 189,553 | -2,466 | Trimmed |
| H World Group Ltd (HTHT) | $51.4M | 0.36% | 1,231,476 | +30,229 | Added |
| Trip.com Group Limited (TCOM) | $48.7M | 0.34% | 1,221,345 | +869,909 | Added |
| Paychex Inc. (PAYX) | $47.5M | 0.33% | 483,287 | -39,870 | Trimmed |
| Lennox International Inc. (LII) | $46.9M | 0.33% | 81,772 | -1,003 | Trimmed |
| BBB Foods Inc. (TBBB) | $46.4M | 0.33% | 1,114,281 | +13,196 | Added |
| Gilead Sciences, Inc. (GILD) | $46.0M | 0.32% | 363,947 | +7,991 | Added |
| Sempra (SRE) | $45.8M | 0.32% | 493,608 | -29,558 | Trimmed |
| Booking Holdings Inc. (BKNG) | $45.4M | 0.32% | 254,790 | +42,515 | Added |
| Johnson & Johnson (JNJ) | $45.4M | 0.32% | 178,793 | +21,978 | Added |
| BlackRock, Inc. (BLK) | $45.2M | 0.32% | 47,042 | +613 | Added |
| Arthur J. Gallagher & Co. (AJG) | $44.8M | 0.31% | 195,342 | -5,706 | Trimmed |
| Nutrien Ltd. (NTR) | $42.1M | 0.29% | 667,740 | -58,181 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $41.6M | 0.29% | 354,321 | +354,321 | New position |
| ATI Inc. (ATI) | $41.5M | 0.29% | 210,648 | -24,280 | Trimmed |
| D.R. Horton, Inc. (DHI) | $41.2M | 0.29% | 253,202 | 0 | Held |
| S&P Global Inc. (SPGI) | $40.9M | 0.29% | 100,546 | +176 | Added |
| Corteva, Inc. (CTVA) | $39.5M | 0.28% | 466,519 | +38,518 | Added |
| Ingersoll Rand Inc. (IR) | $39.1M | 0.27% | 476,898 | -19,157 | Trimmed |
| International Business Machines Corp. (IBM) | $38.9M | 0.27% | 138,302 | -27,696 | Trimmed |
| Morgan Stanley (MS) | $38.8M | 0.27% | 185,385 | +43,821 | Added |
| Southern Co. (SO) | $38.5M | 0.27% | 402,657 | +10,118 | Added |
| Home Depot, Inc. (HD) | $38.5M | 0.27% | 109,176 | -53,632 | Trimmed |
| Firstenergy Corp. (FE) | $38.4M | 0.27% | 808,343 | +21,022 | Added |
| Citigroup Inc. (C) | $38.4M | 0.27% | 274,195 | -17,960 | Trimmed |
| Centerpoint Energy Inc. (CNP) | $38.2M | 0.27% | 868,185 | +175,748 | Added |
| Canadian Natural Resources Limited (CNQ) | $37.7M | 0.27% | 955,201 | +16,749 | Added |
| Capital One Financial Corp. (COF) | $36.9M | 0.26% | 184,027 | -93,996 | Trimmed |
| EOG Resources Inc. (EOG) | $36.8M | 0.26% | 283,611 | +4,059 | Added |