| NVIDIA Corp. (NVDA) | $1.1B | 5.20% | 5,349,657 | -310,852 | Trimmed |
| Apple Inc. (AAPL) | $938.7M | 4.56% | 3,244,038 | -175,827 | Trimmed |
| Microsoft Corp. (MSFT) | $612.0M | 2.97% | 1,640,740 | -89,007 | Trimmed |
| Amazon.com Inc. (AMZN) | $515.3M | 2.50% | 2,162,118 | -113,448 | Trimmed |
| iShares Core MSCI Emerging Mark (IEMG) | $470.0M | 2.28% | 5,673,188 | +1,954,715 | Added |
| Invesco Exchange Traded FD T (RSP) | $466.0M | 2.26% | 2,190,114 | +372,903 | Added |
| Alphabet Inc. (GOOGL) | $462.8M | 2.25% | 1,295,126 | -61,067 | Trimmed |
| Broadcom Inc. (AVGO) | $395.0M | 1.92% | 1,045,760 | -58,685 | Trimmed |
| Alphabet Inc. (GOOG) | $368.9M | 1.79% | 1,043,934 | -45,465 | Trimmed |
| Micron Technology Inc. (MU) | $287.5M | 1.40% | 249,086 | -13,093 | Trimmed |
| NextEra Energy Inc. (NEE) | $281.8M | 1.37% | 3,211,002 | -420,833 | Trimmed |
| Meta Platforms, Inc. (META) | $273.2M | 1.33% | 485,047 | -24,440 | Trimmed |
| SPDR S&P 500 (SPY) | $269.2M | 1.31% | 360,431 | -64,138 | Trimmed |
| Tesla, Inc. (TSLA) | $261.5M | 1.27% | 621,824 | -33,313 | Trimmed |
| Union Pacific Corp. (UNP) | $229.2M | 1.11% | 842,636 | -88,989 | Trimmed |
| Eli Lilly & Co. (LLY) | $209.6M | 1.02% | 174,724 | -9,864 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $209.2M | 1.02% | 360,155 | -19,636 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $202.6M | 0.98% | 404,932 | -22,223 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $193.7M | 0.94% | 591,831 | -36,229 | Trimmed |
| Southern Co. (SO) | $171.9M | 0.83% | 1,796,076 | -158,989 | Trimmed |
| Duke Energy Corp. (DUK) | $157.0M | 0.76% | 1,240,257 | -140,128 | Trimmed |
| Intel Corp. (INTC) | $145.7M | 0.71% | 1,043,501 | -50,235 | Trimmed |
| American Tower Corp. (AMT) | $138.8M | 0.67% | 848,826 | -69,438 | Trimmed |
| Johnson & Johnson (JNJ) | $135.0M | 0.66% | 531,689 | -29,680 | Trimmed |
| American Electric Power Co. Inc. (AEP) | $127.7M | 0.62% | 933,494 | -17,197 | Trimmed |
| Applied Materials Inc. (AMAT) | $126.7M | 0.62% | 175,287 | -9,605 | Trimmed |
| CSX Corp. (CSX) | $126.2M | 0.61% | 2,654,308 | -282,877 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $125.2M | 0.61% | 915,506 | -57,962 | Trimmed |
| Prologis, Inc. (PLD) | $122.2M | 0.59% | 901,867 | +263,542 | Added |
| Lam Research Corp. (LRCX) | $119.7M | 0.58% | 276,217 | -14,675 | Trimmed |
| Caterpillar Inc. (CAT) | $108.3M | 0.53% | 101,732 | -6,653 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $102.5M | 0.50% | 872,424 | -47,955 | Trimmed |
| Equinix Inc. (EQIX) | $101.3M | 0.49% | 97,225 | +22,335 | Added |
| Norfolk Southern Corp. (NSC) | $101.3M | 0.49% | 321,969 | -31,760 | Trimmed |
| AbbVie Inc. (ABBV) | $98.2M | 0.48% | 390,237 | -21,463 | Trimmed |
| Sempra (SRE) | $96.5M | 0.47% | 1,040,686 | -117,590 | Trimmed |
| Dominion Energy, Inc. (D) | $95.6M | 0.47% | 1,400,503 | -113,985 | Trimmed |
| Costco Wholesale Corp. (COST) | $91.7M | 0.45% | 97,991 | -5,405 | Trimmed |
| Mastercard Inc. (MA) | $91.5M | 0.45% | 178,216 | -11,492 | Trimmed |
| Kinder Morgan, Inc. (KMI) | $91.0M | 0.44% | 2,847,967 | -202,336 | Trimmed |
| KLA Corp. (KLAC) | $87.0M | 0.42% | 288,522 | -16,808 | Trimmed |
| General Electric Co. (GE) | $86.1M | 0.42% | 230,444 | -13,869 | Trimmed |
| Entergy Corp. (ETR) | $83.6M | 0.41% | 728,275 | -65,388 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $83.4M | 0.41% | 200,584 | -10,425 | Trimmed |
| Targa Resources Corp. (TRGP) | $82.8M | 0.40% | 308,904 | -32,044 | Trimmed |
| Bank of America Corp. (BAC) | $82.2M | 0.40% | 1,442,049 | -103,635 | Trimmed |
| ONEOK Inc. (OKE) | $79.5M | 0.39% | 914,870 | -89,207 | Trimmed |
| Home Depot, Inc. (HD) | $77.6M | 0.38% | 219,996 | -11,901 | Trimmed |
| Exelon Corp. (EXC) | $76.0M | 0.37% | 1,630,814 | -165,587 | Trimmed |
| Procter & Gamble Co. (PG) | $75.4M | 0.37% | 514,324 | -27,035 | Trimmed |
| Sandisk Corp. (SNDK) | $74.4M | 0.36% | 32,709 | -1,674 | Trimmed |
| Public Service Enterprise Group Inc. (PEG) | $70.2M | 0.34% | 864,903 | -76,168 | Trimmed |
| Merck & Co., Inc. (MRK) | $70.1M | 0.34% | 545,517 | -32,652 | Trimmed |
| GE Vernova Inc. (GEV) | $69.7M | 0.34% | 59,353 | -3,432 | Trimmed |
| Coca-Cola Co. (KO) | $69.5M | 0.34% | 855,271 | -46,555 | Trimmed |
| Simon Property Group Inc. (SPG) | $69.4M | 0.34% | 310,277 | +87,198 | Added |
| Chevron Corp. (CVX) | $68.5M | 0.33% | 413,497 | -23,158 | Trimmed |
| Netflix Inc. (NFLX) | $66.4M | 0.32% | 930,051 | -53,471 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $65.9M | 0.32% | 65,159 | -4,707 | Trimmed |
| Crown Castle Inc. (CCI) | $65.8M | 0.32% | 869,134 | -56,921 | Trimmed |
| Consolidated Edison Inc. (ED) | $64.9M | 0.32% | 586,730 | -52,975 | Trimmed |
| Pg&E Corp. (PCG) | $64.3M | 0.31% | 3,821,622 | -732,571 | Trimmed |
| Philip Morris International Inc. (PM) | $62.3M | 0.30% | 344,243 | -18,374 | Trimmed |
| Cheniere Energy, Inc. (LNG) | $61.3M | 0.30% | 256,361 | -84,367 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $61.1M | 0.30% | 179,128 | -9,107 | Trimmed |
| Digital Realty Trust, Inc. (DLR) | $60.0M | 0.29% | 334,005 | +102,328 | Added |
| Texas Instruments Inc. (TXN) | $59.9M | 0.29% | 201,015 | -10,392 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $59.2M | 0.29% | 507,140 | -24,979 | Trimmed |
| International Business Machines Corp. (IBM) | $58.4M | 0.28% | 207,595 | -10,145 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $57.6M | 0.28% | 193,386 | +193,386 | New position |
| Ameren Corp. (AEE) | $56.9M | 0.28% | 503,214 | -36,530 | Trimmed |
| RTX Corp. (RTX) | $56.4M | 0.27% | 297,446 | -15,230 | Trimmed |
| Realty Income Corp. (O) | $55.9M | 0.27% | 902,922 | +272,270 | Added |
| Morgan Stanley (MS) | $55.3M | 0.27% | 264,768 | -15,481 | Trimmed |
| Oracle Corp. (ORCL) | $54.9M | 0.27% | 374,792 | -20,212 | Trimmed |
| Linde plc (LIN) | $53.0M | 0.26% | 102,120 | -6,652 | Trimmed |
| Citigroup Inc. (C) | $52.7M | 0.26% | 376,716 | -30,351 | Trimmed |
| Atmos Energy Corp. (ATO) | $49.7M | 0.24% | 288,789 | -13,184 | Trimmed |
| Edison International (EIX) | $48.9M | 0.24% | 656,640 | -58,072 | Trimmed |
| Constellation Energy Corp. (CEG) | $48.7M | 0.24% | 196,207 | +17,517 | Added |
| Public Storage (PSA) | $48.7M | 0.24% | 152,908 | +44,296 | Added |
| Amphenol Corp. (APH) | $47.9M | 0.23% | 271,725 | -14,612 | Trimmed |
| Seagate Technology Holdings plc (STX) | $47.8M | 0.23% | 49,526 | -1,273 | Trimmed |
| iShares Inc. (EWJ) | $46.6M | 0.23% | 500,000 | +250,000 | Added |
| Centerpoint Energy Inc. (CNP) | $45.8M | 0.22% | 1,041,064 | -115,417 | Trimmed |
| SBA Communications Corp. (SBAC) | $44.8M | 0.22% | 254,001 | -13,658 | Trimmed |
| Corning Inc. (GLW) | $44.2M | 0.21% | 172,983 | -8,883 | Trimmed |
| PPL Corp. (PPL) | $43.5M | 0.21% | 1,197,891 | -115,289 | Trimmed |
| Eversource Energy (ES) | $43.3M | 0.21% | 598,567 | -67,668 | Trimmed |
| Amgen Inc. (AMGN) | $43.2M | 0.21% | 119,207 | -6,228 | Trimmed |
| Qualcomm Inc. (QCOM) | $43.0M | 0.21% | 232,800 | -15,750 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $42.9M | 0.21% | 56,220 | -2,504 | Trimmed |
| Analog Devices Inc. (ADI) | $42.8M | 0.21% | 107,830 | -5,992 | Trimmed |
| McDonald's Corp. (MCD) | $42.4M | 0.21% | 156,931 | -8,960 | Trimmed |
| Ventas, Inc. (VTR) | $41.7M | 0.20% | 469,056 | +145,511 | Added |
| Firstenergy Corp. (FE) | $41.3M | 0.20% | 869,128 | -97,823 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $41.2M | 0.20% | 82,081 | -5,437 | Trimmed |
| PepsiCo Inc. (PEP) | $40.9M | 0.20% | 301,882 | -16,469 | Trimmed |
| American Water Works Company, Inc. (AWK) | $40.8M | 0.20% | 310,245 | -35,438 | Trimmed |
| American Express Co. (AXP) | $39.8M | 0.19% | 117,552 | -7,203 | Trimmed |