| NVIDIA Corp. (NVDA) | $504.5M | 2.87% | 2,521,119 | +400,600 | Added |
| Apple Inc. (AAPL) | $456.1M | 2.60% | 1,576,223 | +344,358 | Added |
| Broadcom Inc. (AVGO) | $351.1M | 2.00% | 929,562 | -89,937 | Trimmed |
| AbbVie Inc. (ABBV) | $346.4M | 1.97% | 1,376,588 | -129,554 | Trimmed |
| Microsoft Corp. (MSFT) | $338.3M | 1.92% | 906,851 | +118,188 | Added |
| Applied Materials Inc. (AMAT) | $332.7M | 1.89% | 460,151 | -199,538 | Trimmed |
| KLA Corp. (KLAC) | $298.9M | 1.70% | 990,556 | -111,754 | Trimmed |
| Lam Research Corp. (LRCX) | $256.8M | 1.46% | 592,701 | -40,083 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $254.7M | 1.45% | 2,168,053 | -476,804 | Trimmed |
| Dell Technologies Inc. (DELL) | $229.2M | 1.30% | 531,131 | -432,909 | Trimmed |
| Alphabet Inc. (GOOGL) | $228.4M | 1.30% | 639,157 | -84,709 | Trimmed |
| NetApp, Inc. (NTAP) | $227.6M | 1.29% | 1,470,539 | -273,379 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $222.3M | 1.26% | 679,231 | -121,311 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $218.2M | 1.24% | 456,810 | -37,545 | Trimmed |
| CVS Health Corp. (CVS) | $206.1M | 1.17% | 1,991,853 | -47,338 | Trimmed |
| West Pharmaceutical Services Inc. (WST) | $202.0M | 1.15% | 562,557 | +17,507 | Added |
| Emcor Group, Inc. (EME) | $198.8M | 1.13% | 239,577 | -23,246 | Trimmed |
| Monster Beverage Corp. (MNST) | $196.9M | 1.12% | 2,048,119 | -82,208 | Trimmed |
| Meta Platforms, Inc. (META) | $194.0M | 1.10% | 344,368 | -88,392 | Trimmed |
| Hewlett Packard Enterprise Co. (HPE) | $186.0M | 1.06% | 4,122,475 | -1,335,929 | Trimmed |
| Texas Instruments Inc. (TXN) | $173.4M | 0.99% | 581,891 | +56,061 | Added |
| Visa Inc. (V) | $153.5M | 0.87% | 447,275 | +57,407 | Added |
| Analog Devices Inc. (ADI) | $153.4M | 0.87% | 386,286 | -11,284 | Trimmed |
| Fabrinet (FN) | $152.2M | 0.87% | 270,754 | -51,596 | Trimmed |
| Mettler Toledo International Inc. (MTD) | $146.9M | 0.84% | 114,970 | +21,700 | Added |
| International Business Machines Corp. (IBM) | $146.9M | 0.83% | 522,214 | +24,601 | Added |
| Argan Inc. (AGX) | $144.3M | 0.82% | 180,661 | -21,817 | Trimmed |
| Eli Lilly & Co. (LLY) | $143.6M | 0.82% | 119,698 | -3,118 | Trimmed |
| Medpace Holdings, Inc. (MEDP) | $141.2M | 0.80% | 266,547 | +125,588 | Added |
| Mastercard Inc. (MA) | $137.2M | 0.78% | 267,218 | -10,660 | Trimmed |
| Yum! Brands, Inc. (YUM) | $135.1M | 0.77% | 845,174 | -25,692 | Trimmed |
| Accenture plc (ACN) | $135.0M | 0.77% | 1,084,597 | +182,099 | Added |
| Merck & Co., Inc. (MRK) | $134.9M | 0.77% | 1,050,056 | +348,964 | Added |
| Johnson & Johnson (JNJ) | $133.2M | 0.76% | 524,387 | +243,739 | Added |
| Uber Technologies, Inc. (UBER) | $129.7M | 0.74% | 1,796,838 | -467,792 | Trimmed |
| Arista Networks, Inc. (ANET) | $128.2M | 0.73% | 754,422 | -55,140 | Trimmed |
| Fastenal Co. (FAST) | $127.0M | 0.72% | 2,644,825 | -411,570 | Trimmed |
| LPL Financial Holdings Inc. (LPLA) | $126.1M | 0.72% | 447,634 | +39,333 | Added |
| Amazon.com Inc. (AMZN) | $125.2M | 0.71% | 525,268 | -72,227 | Trimmed |
| Chemed Corp. (CHE) | $124.5M | 0.71% | 267,290 | +17,167 | Added |
| Texas Pacific Land Corp. (TPL) | $121.8M | 0.69% | 278,323 | -52,814 | Trimmed |
| Deckers Outdoor Corp. (DECK) | $120.5M | 0.69% | 1,213,650 | +10,124 | Added |
| Microchip Technology Inc. (MCHP) | $119.8M | 0.68% | 1,313,508 | -10,228 | Trimmed |
| Costco Wholesale Corp. (COST) | $118.8M | 0.68% | 127,033 | -4,485 | Trimmed |
| American Electric Power Co. Inc. (AEP) | $117.8M | 0.67% | 861,217 | -38,401 | Trimmed |
| TJX Companies Inc. (TJX) | $117.2M | 0.67% | 773,709 | -24,041 | Trimmed |
| Regeneron Pharmaceuticals, Inc. (REGN) | $116.5M | 0.66% | 186,850 | -51,875 | Trimmed |
| Ameriprise Financial Inc. (AMP) | $116.1M | 0.66% | 253,066 | -10,638 | Trimmed |
| Jack Henry & Associates Inc. (JKHY) | $114.3M | 0.65% | 829,619 | +148,032 | Added |
| Paccar Inc. (PCAR) | $114.1M | 0.65% | 950,073 | -98,241 | Trimmed |
| Qualcomm Inc. (QCOM) | $111.9M | 0.64% | 605,588 | -208,500 | Trimmed |
| MSC Industrial Direct Co. Inc. (MSM) | $110.2M | 0.63% | 926,830 | -49,801 | Trimmed |
| Marsh & McLennan Companies, Inc. (MRSH) | $105.9M | 0.60% | 635,153 | -9,017 | Trimmed |
| HCA Healthcare, Inc. (HCA) | $104.8M | 0.60% | 268,670 | -144,227 | Trimmed |
| Manhattan Associates Inc. (MANH) | $103.4M | 0.59% | 742,409 | +281,948 | Added |
| Columbia Banking System, Inc. (COLB) | $100.8M | 0.57% | 3,143,704 | +612,425 | Added |
| Metlife Inc. (MET) | $100.6M | 0.57% | 1,189,227 | -15,450 | Trimmed |
| Old Dominion Freight Line, Inc. (ODFL) | $100.5M | 0.57% | 464,094 | -114,438 | Trimmed |
| American Express Co. (AXP) | $99.2M | 0.56% | 293,381 | -55,745 | Trimmed |
| Bank of America Corp. (BAC) | $97.6M | 0.56% | 1,713,110 | -74,843 | Trimmed |
| NVR Inc. (NVR) | $97.5M | 0.55% | 14,305 | -2,054 | Trimmed |
| Hasbro, Inc. (HAS) | $97.0M | 0.55% | 1,174,887 | +810 | Held |
| Verisign Inc. (VRSN) | $96.8M | 0.55% | 384,744 | -28,533 | Trimmed |
| Ulta Beauty, Inc. (ULTA) | $96.1M | 0.55% | 213,017 | -744 | Trimmed |
| Copart Inc. (CPRT) | $95.7M | 0.54% | 3,394,252 | -10,946 | Trimmed |
| Linde plc (LIN) | $95.1M | 0.54% | 183,283 | +22,474 | Added |
| U.S. Bancorp (USB) | $93.1M | 0.53% | 1,541,824 | -110,120 | Trimmed |
| Magnolia Oil & Gas Corp. (MGY) | $91.3M | 0.52% | 3,569,975 | -705,534 | Trimmed |
| Waters Corp. (WAT) | $89.2M | 0.51% | 237,909 | +13,478 | Added |
| IDEXX Laboratories Inc. (IDXX) | $88.9M | 0.51% | 168,822 | -5,780 | Trimmed |
| Chipotle Mexican Grill Inc. (CMG) | $86.4M | 0.49% | 2,540,099 | -82,007 | Trimmed |
| Philip Morris International Inc. (PM) | $86.3M | 0.49% | 477,291 | -48,967 | Trimmed |
| Halozyme Therapeutics, Inc. (HALO) | $86.0M | 0.49% | 1,098,532 | -39,845 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $85.9M | 0.49% | 171,736 | -57,355 | Trimmed |
| Verizon Communications Inc. (VZ) | $84.7M | 0.48% | 1,999,325 | -105,326 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $83.4M | 0.47% | 905,348 | -69,428 | Trimmed |
| Scotts Miracle-Gro Co. (SMG) | $83.3M | 0.47% | 1,223,231 | +400,048 | Added |
| Verisk Analytics, Inc. (VRSK) | $82.9M | 0.47% | 461,852 | +7,705 | Added |
| United Therapeutics Corp. (UTHR) | $81.6M | 0.46% | 150,644 | +29,962 | Added |
| Entergy Corp. (ETR) | $80.0M | 0.46% | 696,434 | -161,747 | Trimmed |
| AT&T Inc. (T) | $78.7M | 0.45% | 3,800,649 | -319,943 | Trimmed |
| C. H. Robinson Worldwide, Inc. (CHRW) | $78.5M | 0.45% | 416,673 | +33,450 | Added |
| Booking Holdings Inc. (BKNG) | $78.0M | 0.44% | 437,795 | -342,830 | Trimmed |
| Zoetis Inc. (ZTS) | $76.9M | 0.44% | 1,069,488 | -11,146 | Trimmed |
| Eagle Materials Inc. (EXP) | $75.0M | 0.43% | 333,220 | -12,330 | Trimmed |
| Hess Midstream LP (HESM) | $73.1M | 0.42% | 1,945,456 | -136,365 | Trimmed |
| Alphabet Inc. (GOOG) | $72.7M | 0.41% | 205,756 | -99,162 | Trimmed |
| TKO Group Holdings, Inc. (TKO) | $72.6M | 0.41% | 360,614 | -10,448 | Trimmed |
| Chevron Corp. (CVX) | $70.5M | 0.40% | 425,319 | -142,867 | Trimmed |
| Coca-Cola Europacific Partners plc (CCEP) | $70.2M | 0.40% | 701,290 | -338,044 | Trimmed |
| AppLovin Corp. (APP) | $68.8M | 0.39% | 133,621 | -24,396 | Trimmed |
| Best Buy Co., Inc. (BBY) | $67.3M | 0.38% | 887,100 | +119,566 | Added |
| Sonoco Products Co. (SON) | $66.0M | 0.38% | 1,170,817 | +1,170,817 | New position |
| Bristol-Myers Squibb Co. (BMY) | $65.8M | 0.37% | 1,141,710 | -86,364 | Trimmed |
| Pfizer Inc. (PFE) | $65.6M | 0.37% | 2,723,573 | -131,028 | Trimmed |
| Nutrien Ltd. (NTR) | $64.6M | 0.37% | 1,026,955 | -133,287 | Trimmed |
| Coca-Cola Co. (KO) | $64.4M | 0.37% | 792,049 | +38,867 | Added |
| McDonald's Corp. (MCD) | $64.2M | 0.36% | 237,621 | +27,956 | Added |
| Medtronic plc (MDT) | $63.5M | 0.36% | 812,108 | -43,392 | Trimmed |
| Pinnacle West Capital Corp. (PNW) | $63.0M | 0.36% | 588,370 | +90,139 | Added |