| Microsoft Corp. (MSFT) | $3.2B | 5.34% | 6,533,586 | -61,701 | Trimmed |
| Apple Inc. (AAPL) | $2.9B | 4.86% | 10,564,205 | -134,231 | Trimmed |
| Amazon.com Inc. (AMZN) | $2.3B | 3.88% | 9,945,180 | -626,024 | Trimmed |
| NVIDIA Corp. (NVDA) | $2.3B | 3.82% | 12,103,232 | -85,498 | Trimmed |
| Alphabet Inc. (GOOGL) | $2.0B | 3.41% | 6,443,532 | -157,414 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $1.0B | 1.72% | 3,155,380 | -36,942 | Trimmed |
| Broadcom Inc. (AVGO) | $965.9M | 1.63% | 2,790,816 | +268,980 | Added |
| Meta Platforms, Inc. (META) | $960.1M | 1.62% | 1,454,564 | +91,140 | Added |
| Visa Inc. (V) | $956.6M | 1.62% | 2,727,513 | -35,701 | Trimmed |
| Alphabet Inc. (GOOG) | $942.7M | 1.59% | 3,004,241 | -130,173 | Trimmed |
| Eli Lilly & Co. (LLY) | $819.2M | 1.39% | 762,246 | +208,879 | Added |
| AstraZeneca PLC (AZN) | $743.0M | 1.26% | 8,081,817 | -72,331 | Trimmed |
| Old Dominion Freight Line, Inc. (ODFL) | $682.9M | 1.15% | 4,355,518 | -11,325 | Trimmed |
| Vanguard Mid Cap Index ETF (VO) | $634.2M | 1.07% | 2,185,156 | +335,091 | Added |
| Blackstone Inc. (BX) | $617.2M | 1.04% | 4,004,273 | -59,715 | Trimmed |
| RTX Corp. (RTX) | $613.8M | 1.04% | 3,346,888 | -830,236 | Trimmed |
| NextEra Energy Inc. (NEE) | $605.1M | 1.02% | 7,537,722 | -47,944 | Trimmed |
| Vanguard S&P 500 (VOO) | $590.4M | 1.00% | 941,501 | +118,811 | Added |
| iShares Trust (IWF) | $563.6M | 0.95% | 1,190,695 | +248,499 | Added |
| Abbott Laboratories (ABT) | $492.7M | 0.83% | 3,932,281 | -83,810 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $483.1M | 0.82% | 4,014,113 | -54,171 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $467.6M | 0.79% | 806,898 | -28,067 | Trimmed |
| Barclays BK PLC (ATMP) | $465.9M | 0.79% | 16,193,057 | +258,631 | Added |
| Danaher Corp. (DHR) | $465.7M | 0.79% | 2,034,341 | +4,614 | Added |
| S&P Global Inc. (SPGI) | $463.7M | 0.78% | 887,275 | -18,194 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $459.9M | 0.78% | 2,243,038 | -74,169 | Trimmed |
| CME Group Inc. (CME) | $457.3M | 0.77% | 1,674,637 | -27,260 | Trimmed |
| TJX Companies Inc. (TJX) | $454.5M | 0.77% | 2,958,602 | -32,464 | Trimmed |
| SPDR S&P 500 (SPY) | $439.3M | 0.74% | 644,146 | +417,135 | Added |
| iShares Trust (SGOV) | $415.8M | 0.70% | 4,141,877 | +2,335,616 | Added |
| Union Pacific Corp. (UNP) | $409.4M | 0.69% | 1,769,776 | -25,734 | Trimmed |
| ASML Holding N.V. (ASML) | $399.2M | 0.68% | 373,119 | +2,027 | Added |
| Linde plc (LIN) | $384.5M | 0.65% | 901,838 | +92,871 | Added |
| Amphenol Corp. (APH) | $382.7M | 0.65% | 2,831,577 | -64,569 | Trimmed |
| Intercontinental Exchange, Inc. (ICE) | $380.4M | 0.64% | 2,348,579 | -27,862 | Trimmed |
| Monster Beverage Corp. (MNST) | $379.0M | 0.64% | 4,942,687 | -93,853 | Trimmed |
| TE Connectivity plc (TEL) | $363.5M | 0.61% | 1,597,847 | -496,960 | Trimmed |
| Vanguard Small Cap ETF (VB) | $360.4M | 0.61% | 1,397,042 | +127,698 | Added |
| Jack Henry & Associates Inc. (JKHY) | $344.4M | 0.58% | 1,887,305 | -36 | Held |
| McDonald's Corp. (MCD) | $340.6M | 0.58% | 1,114,425 | -13,478 | Trimmed |
| Qualcomm Inc. (QCOM) | $336.7M | 0.57% | 1,968,164 | -729,065 | Trimmed |
| Prologis, Inc. (PLD) | $335.3M | 0.57% | 2,626,891 | -57,405 | Trimmed |
| Vanguard Ftse Developed Markets (VEA) | $331.7M | 0.56% | 5,308,961 | +611,848 | Added |
| UnitedHealth Group Inc. (UNH) | $315.4M | 0.53% | 955,375 | -65,547 | Trimmed |
| iShares Trust (IWR) | $303.2M | 0.51% | 3,149,600 | +189,000 | Added |
| Intuit Inc. (INTU) | $303.1M | 0.51% | 457,562 | +407,375 | Added |
| Stryker Corp. (SYK) | $300.1M | 0.51% | 853,873 | -28,962 | Trimmed |
| Mastercard Inc. (MA) | $296.3M | 0.50% | 518,980 | -14,603 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $296.0M | 0.50% | 1,150,563 | -39,867 | Trimmed |
| Martin Marietta Materials Inc. (MLM) | $295.8M | 0.50% | 475,138 | -6,799 | Trimmed |
| Cheniere Energy, Inc. (LNG) | $295.6M | 0.50% | 1,520,843 | -78,637 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $294.9M | 0.50% | 430,620 | +4,426 | Added |
| Home Depot, Inc. (HD) | $294.0M | 0.50% | 854,449 | -10,140 | Trimmed |
| IQVIA Holdings Inc. (IQV) | $292.9M | 0.49% | 1,299,272 | -19,432 | Trimmed |
| Salesforce, Inc. (CRM) | $291.4M | 0.49% | 1,100,057 | -30,684 | Trimmed |
| Enterprise Products Partners L.P. (EPD) | $287.8M | 0.49% | 8,977,239 | -299,760 | Trimmed |
| BlackRock, Inc. (BLK) | $277.0M | 0.47% | 258,817 | -2,861 | Trimmed |
| General Electric Co. (GE) | $276.5M | 0.47% | 897,608 | -12,090 | Trimmed |
| AbbVie Inc. (ABBV) | $267.1M | 0.45% | 1,168,845 | -10,906 | Trimmed |
| Analog Devices Inc. (ADI) | $265.6M | 0.45% | 979,203 | -11,034 | Trimmed |
| Walt Disney Co. (DIS) | $263.6M | 0.45% | 2,317,095 | -41,324 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $260.1M | 0.44% | 459,184 | -7,152 | Trimmed |
| TransDigm Group Inc. (TDG) | $254.6M | 0.43% | 191,421 | +16,738 | Added |
| Energy Transfer LP (ET) | $253.4M | 0.43% | 15,366,720 | +28,105 | Added |
| Roper Technologies Inc. (ROP) | $249.5M | 0.42% | 560,607 | -28,720 | Trimmed |
| Otis Worldwide Corp. (OTIS) | $249.0M | 0.42% | 2,850,031 | -40,451 | Trimmed |
| PNC Financial Services Group, Inc. (PNC) | $248.6M | 0.42% | 1,191,022 | -15,732 | Trimmed |
| IDEXX Laboratories Inc. (IDXX) | $245.5M | 0.41% | 362,871 | -7,668 | Trimmed |
| Expand Energy Corp. (EXE) | $227.7M | 0.39% | 2,063,440 | +806,453 | Added |
| GE Vernova Inc. (GEV) | $227.7M | 0.39% | 348,386 | -8,828 | Trimmed |
| Mondelez International, Inc. (MDLZ) | $227.1M | 0.38% | 4,218,418 | -546,970 | Trimmed |
| iShares Gold Trust (IAU) | $222.1M | 0.38% | 2,735,976 | +84,544 | Added |
| Quanta Services, Inc. (PWR) | $214.6M | 0.36% | 508,475 | -7,093 | Trimmed |
| Dexcom Inc. (DXCM) | $207.6M | 0.35% | 3,128,114 | +220,313 | Added |
| iShares Trust (IWB) | $206.2M | 0.35% | 552,047 | +187,983 | Added |
| Eaton Corp. plc (ETN) | $205.6M | 0.35% | 645,558 | -1,509 | Trimmed |
| American Tower Corp. (AMT) | $204.8M | 0.35% | 1,166,450 | -252,845 | Trimmed |
| Adobe Inc. (ADBE) | $198.2M | 0.34% | 566,316 | -39,294 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $198.1M | 0.34% | 394,127 | -5,358 | Trimmed |
| T-Mobile US, Inc. (TMUS) | $193.6M | 0.33% | 953,411 | +284,782 | Added |
| Fidelity National Information Services, Inc. (FIS) | $192.7M | 0.33% | 2,899,998 | -219,618 | Trimmed |
| Zoetis Inc. (ZTS) | $186.8M | 0.32% | 1,484,832 | -196,474 | Trimmed |
| L3Harris Technologies, Inc. (LHX) | $186.3M | 0.32% | 634,731 | +164,069 | Added |
| Vanguard Value ETF (VTV) | $185.7M | 0.31% | 972,047 | +19,288 | Added |
| iShares Russell Mid-Cap Growth ETF (IWP) | $179.4M | 0.30% | 1,309,901 | +667,479 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $177.8M | 0.30% | 584,987 | +20,094 | Added |
| Charles Schwab Corp. (SCHW) | $176.9M | 0.30% | 1,770,342 | -39,995 | Trimmed |
| J P Morgan Exchange Traded F (JEPI) | $176.3M | 0.30% | 3,079,471 | -149,278 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $176.1M | 0.30% | 955,998 | -23,733 | Trimmed |
| Global X Infrastr Development ETF (pave) (PAVE) | $174.5M | 0.29% | 3,652,125 | +229,481 | Added |
| Brookfield Corporation (BN) | $171.4M | 0.29% | 3,735,465 | +1,244,777 | Added |
| iShares Russell 2000 ETF (IWM) | $169.8M | 0.29% | 689,771 | +49,149 | Added |
| Netflix Inc. (NFLX) | $169.4M | 0.29% | 1,806,902 | -502,188 | Trimmed |
| Vici Properties Inc. (VICI) | $165.9M | 0.28% | 5,901,406 | -748,304 | Trimmed |
| Parker-Hannifin Corp. (PH) | $163.3M | 0.28% | 185,791 | -3,264 | Trimmed |
| Cintas Corp. (CTAS) | $159.7M | 0.27% | 849,177 | -37,531 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $158.1M | 0.27% | 1,733,821 | -61,223 | Trimmed |
| Johnson & Johnson (JNJ) | $157.8M | 0.27% | 762,539 | -5,772 | Trimmed |
| Progressive Corp. (PGR) | $157.6M | 0.27% | 692,032 | -75,517 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $156.4M | 0.26% | 2,030,814 | -62,776 | Trimmed |