| NVIDIA Corp. (NVDA) | $2.9B | 7.52% | 14,572,074 | -317,913 | Trimmed |
| Apple Inc. (AAPL) | $2.6B | 6.61% | 8,858,856 | -122,569 | Trimmed |
| Microsoft Corp. (MSFT) | $1.6B | 4.13% | 4,291,848 | -94,367 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.4B | 3.61% | 5,879,504 | -80,793 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.3B | 3.27% | 3,546,433 | -47,738 | Trimmed |
| Alphabet Inc. (GOOG) | $1.1B | 2.90% | 3,179,428 | -23,695 | Trimmed |
| Broadcom Inc. (AVGO) | $1.0B | 2.61% | 2,683,718 | -18,966 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $657.1M | 1.69% | 1,313,109 | -23,658 | Trimmed |
| Micron Technology Inc. (MU) | $635.0M | 1.64% | 550,116 | -9,895 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $618.6M | 1.59% | 1,889,723 | -46,972 | Trimmed |
| Meta Platforms, Inc. (META) | $600.3M | 1.55% | 1,065,744 | -17,610 | Trimmed |
| Tesla, Inc. (TSLA) | $573.0M | 1.48% | 1,362,410 | -26,170 | Trimmed |
| Eli Lilly & Co. (LLY) | $467.0M | 1.20% | 389,384 | -8,501 | Trimmed |
| Visa Inc. (V) | $459.3M | 1.18% | 1,338,826 | -41,168 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $458.8M | 1.18% | 789,756 | -14,792 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $405.2M | 1.04% | 400,606 | -16,511 | Trimmed |
| Costco Wholesale Corp. (COST) | $364.7M | 0.94% | 389,886 | -4,291 | Trimmed |
| Johnson & Johnson (JNJ) | $322.2M | 0.83% | 1,268,799 | -36,911 | Trimmed |
| Intel Corp. (INTC) | $320.8M | 0.83% | 2,297,844 | -31,555 | Trimmed |
| Applied Materials Inc. (AMAT) | $285.4M | 0.74% | 394,679 | -17,893 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $273.6M | 0.70% | 2,001,102 | -169,000 | Trimmed |
| Lam Research Corp. (LRCX) | $266.0M | 0.69% | 613,753 | -10,724 | Trimmed |
| TJX Companies Inc. (TJX) | $244.9M | 0.63% | 1,616,612 | +29,578 | Added |
| Walmart Inc. (WMT) | $242.7M | 0.63% | 2,142,845 | -41,814 | Trimmed |
| Caterpillar Inc. (CAT) | $241.1M | 0.62% | 226,408 | -6,665 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $233.5M | 0.60% | 1,988,013 | -83,888 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $232.9M | 0.60% | 560,346 | -3,905 | Trimmed |
| ASML Holding N.V. (ASML) | $232.2M | 0.60% | 116,714 | -402 | Trimmed |
| AbbVie Inc. (ABBV) | $222.3M | 0.57% | 883,270 | -21,127 | Trimmed |
| Mastercard Inc. (MA) | $211.1M | 0.54% | 411,006 | -13,892 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $201.8M | 0.52% | 406,303 | -1,312 | Trimmed |
| Banco Santander, S.A. (SAN) | $193.2M | 0.50% | 14,003,466 | +187,825 | Added |
| KLA Corp. (KLAC) | $191.0M | 0.49% | 633,008 | -14,892 | Trimmed |
| General Electric Co. (GE) | $190.7M | 0.49% | 510,201 | -12,940 | Trimmed |
| Bank of America Corp. (BAC) | $182.7M | 0.47% | 3,206,471 | -124,064 | Trimmed |
| Cadence Design Systems Inc. (CDNS) | $181.2M | 0.47% | 482,880 | -2,197 | Trimmed |
| NextEra Energy Inc. (NEE) | $177.6M | 0.46% | 2,023,759 | -20,686 | Trimmed |
| Home Depot, Inc. (HD) | $173.1M | 0.45% | 490,939 | -10,405 | Trimmed |
| Procter & Gamble Co. (PG) | $171.4M | 0.44% | 1,168,955 | -22,044 | Trimmed |
| Verizon Communications Inc. (VZ) | $167.4M | 0.43% | 3,954,398 | +96,920 | Added |
| Natera, Inc. (NTRA) | $162.8M | 0.42% | 599,856 | +12,826 | Added |
| Sandisk Corp. (SNDK) | $162.6M | 0.42% | 71,522 | -1,193 | Trimmed |
| Novartis AG (NVS) | $162.0M | 0.42% | 1,033,709 | -16,085 | Trimmed |
| American Electric Power Co. Inc. (AEP) | $160.4M | 0.41% | 1,172,080 | -449 | Held |
| Coca-Cola Co. (KO) | $160.2M | 0.41% | 1,971,425 | -28,714 | Trimmed |
| Merck & Co., Inc. (MRK) | $157.1M | 0.41% | 1,222,498 | -30,630 | Trimmed |
| GE Vernova Inc. (GEV) | $154.4M | 0.40% | 131,460 | -3,018 | Trimmed |
| Chevron Corp. (CVX) | $152.9M | 0.39% | 922,214 | -19,379 | Trimmed |
| Cognex Corp. (CGNX) | $148.2M | 0.38% | 2,046,839 | +202,410 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $147.1M | 0.38% | 293,484 | -16,517 | Trimmed |
| Netflix Inc. (NFLX) | $147.0M | 0.38% | 2,058,604 | -48,991 | Trimmed |
| SLB Limited (SLB) | $139.3M | 0.36% | 2,995,302 | +317,595 | Added |
| Philip Morris International Inc. (PM) | $138.6M | 0.36% | 766,337 | -7,204 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $134.0M | 0.34% | 392,865 | -6,199 | Trimmed |
| International Business Machines Corp. (IBM) | $132.6M | 0.34% | 471,569 | -7,530 | Trimmed |
| Texas Instruments Inc. (TXN) | $132.3M | 0.34% | 443,699 | -7,519 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $129.5M | 0.33% | 1,109,654 | -16,819 | Trimmed |
| Illumina, Inc. (ILMN) | $128.0M | 0.33% | 727,705 | +189,972 | Added |
| RTX Corp. (RTX) | $126.4M | 0.33% | 666,370 | -10,926 | Trimmed |
| Shell plc (SHEL) | $126.4M | 0.33% | 1,630,273 | -39,467 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $125.9M | 0.33% | 422,775 | +422,775 | New position |
| Mitsubishi UFJ Financial Group Inc. (MUFG) | $124.8M | 0.32% | 6,274,113 | +84,784 | Added |
| Oracle Corp. (ORCL) | $123.7M | 0.32% | 843,832 | -15,850 | Trimmed |
| Wells Fargo & Company (WFC) | $122.8M | 0.32% | 1,485,960 | -56,762 | Trimmed |
| Morgan Stanley (MS) | $122.2M | 0.32% | 584,785 | -13,813 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $121.7M | 0.31% | 162,535 | +9,528 | Added |
| Intuitive Surgical Inc. (ISRG) | $120.1M | 0.31% | 302,036 | -28,715 | Trimmed |
| Linde plc (LIN) | $116.5M | 0.30% | 224,430 | -6,563 | Trimmed |
| Citigroup Inc. (C) | $116.3M | 0.30% | 830,979 | -37,305 | Trimmed |
| Franco Nev Corp. (FNV) | $112.9M | 0.29% | 541,560 | +11,454 | Added |
| iShares Gold Trust (IAU) | $112.8M | 0.29% | 1,493,851 | -81,307 | Trimmed |
| Williams Companies, Inc. (WMB) | $112.2M | 0.29% | 1,509,900 | +45,193 | Added |
| Regeneron Pharmaceuticals, Inc. (REGN) | $111.6M | 0.29% | 179,056 | -26,777 | Trimmed |
| PepsiCo Inc. (PEP) | $107.3M | 0.28% | 792,108 | -18,090 | Trimmed |
| Western Digital Corp. (WDC) | $106.5M | 0.28% | 166,752 | -576 | Trimmed |
| Impinj Inc. (PI) | $105.6M | 0.27% | 737,138 | +8,743 | Added |
| Amphenol Corp. (APH) | $105.5M | 0.27% | 598,360 | -13,028 | Trimmed |
| BWX Technologies, Inc. (BWXT) | $105.3M | 0.27% | 541,081 | +8,935 | Added |
| Seagate Technology Holdings plc (STX) | $104.5M | 0.27% | 108,280 | +837 | Added |
| EOG Resources Inc. (EOG) | $101.0M | 0.26% | 778,756 | -4,312 | Trimmed |
| Corning Inc. (GLW) | $97.9M | 0.25% | 383,311 | -6,239 | Trimmed |
| Amgen Inc. (AMGN) | $96.6M | 0.25% | 266,650 | -4,579 | Trimmed |
| McDonald's Corp. (MCD) | $96.3M | 0.25% | 356,324 | -8,010 | Trimmed |
| Walt Disney Co. (DIS) | $94.9M | 0.24% | 986,475 | -59,749 | Trimmed |
| Qualcomm Inc. (QCOM) | $94.7M | 0.24% | 512,345 | -16,689 | Trimmed |
| Ecolab Inc. (ECL) | $94.4M | 0.24% | 338,684 | -86,653 | Trimmed |
| Analog Devices Inc. (ADI) | $94.3M | 0.24% | 237,479 | -5,150 | Trimmed |
| American Express Co. (AXP) | $90.2M | 0.23% | 266,523 | -50,345 | Trimmed |
| Atmos Energy Corp. (ATO) | $89.9M | 0.23% | 521,671 | +2,958 | Added |
| Arista Networks, Inc. (ANET) | $89.0M | 0.23% | 523,648 | -10,444 | Trimmed |
| Lockheed Martin Corp. (LMT) | $87.5M | 0.23% | 171,822 | -1,373 | Trimmed |
| Boeing Co. (BA) | $82.6M | 0.21% | 381,644 | -6,209 | Trimmed |
| Eaton Corp. plc (ETN) | $80.3M | 0.21% | 188,332 | -3,784 | Trimmed |
| Union Pacific Corp. (UNP) | $79.3M | 0.20% | 291,389 | -5,647 | Trimmed |
| Abbott Laboratories (ABT) | $79.1M | 0.20% | 871,871 | -16,837 | Trimmed |
| Deere & Co. (DE) | $78.9M | 0.20% | 124,334 | -2,943 | Trimmed |
| Welltower Inc. (WELL) | $77.9M | 0.20% | 343,188 | -2,841 | Trimmed |
| Gilead Sciences, Inc. (GILD) | $76.4M | 0.20% | 605,105 | -11,909 | Trimmed |
| SPDR S&P 500 (SPY) | $75.3M | 0.19% | 100,799 | +2,220 | Added |
| Nasdaq, Inc. (NDAQ) | $75.0M | 0.19% | 951,883 | -49,791 | Trimmed |