| Apple Inc. (AAPL) | $4.1B | 9.54% | 14,030,274 | +148,577 | Added |
| Microsoft Corp. (MSFT) | $3.1B | 7.25% | 8,269,855 | +571,842 | Added |
| Alphabet Inc. (GOOG) | $2.8B | 6.51% | 7,841,228 | +52,849 | Added |
| NVIDIA Corp. (NVDA) | $2.0B | 4.72% | 10,039,246 | +216,420 | Added |
| Amazon.com Inc. (AMZN) | $2.0B | 4.67% | 8,342,808 | +258,173 | Added |
| Philip Morris International Inc. (PM) | $2.0B | 4.66% | 10,966,757 | +194,844 | Added |
| Meta Platforms, Inc. (META) | $1.2B | 2.93% | 2,213,318 | +74,850 | Added |
| Coca-Cola Co. (KO) | $1.2B | 2.92% | 15,272,831 | +113,599 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $1.2B | 2.85% | 2,543,520 | -4,243 | Trimmed |
| ASML Holding N.V. (ASML) | $1.2B | 2.74% | 586,367 | -78,102 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $1.1B | 2.51% | 7,817,161 | -219,127 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $1.1B | 2.47% | 3,214,618 | +85,496 | Added |
| Chevron Corp. (CVX) | $1.0B | 2.46% | 6,316,069 | +148,302 | Added |
| Visa Inc. (V) | $1.0B | 2.40% | 2,969,149 | -18,296 | Trimmed |
| Texas Instruments Inc. (TXN) | $870.8M | 2.05% | 2,921,621 | -539,520 | Trimmed |
| McDonald's Corp. (MCD) | $746.3M | 1.75% | 2,760,907 | +56,544 | Added |
| AbbVie Inc. (ABBV) | $723.9M | 1.70% | 2,876,785 | +120,529 | Added |
| UnitedHealth Group Inc. (UNH) | $654.7M | 1.54% | 1,575,300 | -28,472 | Trimmed |
| Eaton Corp. plc (ETN) | $632.0M | 1.49% | 1,483,063 | -10,952 | Trimmed |
| S&P Global Inc. (SPGI) | $624.6M | 1.47% | 1,533,744 | +6,505 | Added |
| Mastercard Inc. (MA) | $617.4M | 1.45% | 1,202,173 | -2,484 | Trimmed |
| BlackRock, Inc. (BLK) | $600.0M | 1.41% | 623,951 | -12,745 | Trimmed |
| Enterprise Products Partners L.P. (EPD) | $588.1M | 1.38% | 15,998,982 | -200,202 | Trimmed |
| Broadcom Inc. (AVGO) | $535.1M | 1.26% | 1,416,634 | +1,350,533 | Added |
| Progressive Corp. (PGR) | $524.1M | 1.23% | 2,399,296 | -65,003 | Trimmed |
| Eli Lilly & Co. (LLY) | $510.6M | 1.20% | 425,688 | +2,515 | Added |
| Blackstone Inc. (BX) | $475.7M | 1.12% | 4,042,389 | +862,532 | Added |
| T. Rowe Price Group, Inc. (TROW) | $446.1M | 1.05% | 3,923,459 | -511,902 | Trimmed |
| Procter & Gamble Co. (PG) | $383.5M | 0.90% | 2,614,910 | -262,625 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $373.3M | 0.88% | 938,643 | -273,768 | Trimmed |
| Berkshire Hathaway Inc. Del | $367.7M | 0.86% | 491 | +126 | Added |
| Canadian Pacific Kansas City Ltd. (CP) | $355.7M | 0.84% | 4,104,463 | -516,645 | Trimmed |
| Chubb Ltd. (CB) | $345.6M | 0.81% | 1,014,340 | -54,648 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $339.0M | 0.80% | 677,492 | -6,947 | Trimmed |
| Morgan Stanley (MS) | $328.9M | 0.77% | 1,573,250 | -61,787 | Trimmed |
| Marriott International Inc. (MAR) | $306.7M | 0.72% | 827,642 | -32,114 | Trimmed |
| Abbott Laboratories (ABT) | $297.5M | 0.70% | 3,278,314 | -1,003,821 | Trimmed |
| Altria Group, Inc. (MO) | $295.5M | 0.69% | 4,106,343 | -288,593 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $294.4M | 0.69% | 1,314,544 | -55,185 | Trimmed |
| Home Depot, Inc. (HD) | $277.6M | 0.65% | 787,022 | +27,162 | Added |
| Deere & Co. (DE) | $273.2M | 0.64% | 430,735 | -23,263 | Trimmed |
| CME Group Inc. (CME) | $267.6M | 0.63% | 1,211,852 | -10,151 | Trimmed |
| Bank of New York Mellon Corp. (BNY) | $245.5M | 0.58% | 1,697,438 | -176,461 | Trimmed |
| Intercontinental Exchange, Inc. (ICE) | $238.8M | 0.56% | 1,939,708 | -2,461 | Trimmed |
| EOG Resources Inc. (EOG) | $217.1M | 0.51% | 1,673,501 | -55,177 | Trimmed |
| Merck & Co., Inc. (MRK) | $213.9M | 0.50% | 1,664,909 | -35,470 | Trimmed |
| Union Pacific Corp. (UNP) | $210.2M | 0.49% | 772,772 | +37,966 | Added |
| Sherwin Williams Co. (SHW) | $205.6M | 0.48% | 597,132 | -32,100 | Trimmed |
| Caterpillar Inc. (CAT) | $191.5M | 0.45% | 179,790 | +111,599 | Added |
| Linde plc (LIN) | $183.5M | 0.43% | 353,529 | -41,774 | Trimmed |
| ServiceNow, Inc. (NOW) | $179.4M | 0.42% | 1,807,178 | -86,757 | Trimmed |
| Johnson & Johnson (JNJ) | $174.9M | 0.41% | 688,542 | +37,213 | Added |
| Intuit Inc. (INTU) | $170.3M | 0.40% | 652,351 | -405,399 | Trimmed |
| Walmart Inc. (WMT) | $169.1M | 0.40% | 1,492,628 | -74,214 | Trimmed |
| Novo Nordisk A/S (NVO) | $140.2M | 0.33% | 2,924,500 | -470,979 | Trimmed |
| PepsiCo Inc. (PEP) | $131.4M | 0.31% | 970,229 | -75,014 | Trimmed |
| RTX Corp. (RTX) | $119.7M | 0.28% | 630,754 | +3,015 | Added |
| Mondelez International, Inc. (MDLZ) | $118.1M | 0.28% | 2,041,310 | -88,360 | Trimmed |
| Teledyne Technologies Inc. (TDY) | $103.5M | 0.24% | 155,183 | +2,995 | Added |
| Curtiss Wright Corp. (CW) | $81.8M | 0.19% | 107,997 | -13,727 | Trimmed |
| Costco Wholesale Corp. (COST) | $81.8M | 0.19% | 87,410 | +72,262 | Added |
| ConocoPhillips (COP) | $76.0M | 0.18% | 731,530 | -24,892 | Trimmed |
| Spotify Technology S.A. (SPOT) | $74.7M | 0.18% | 162,706 | +37,635 | Added |
| Phillips 66 (PSX) | $72.7M | 0.17% | 429,784 | -39,950 | Trimmed |
| Kinder Morgan, Inc. (KMI) | $69.3M | 0.16% | 2,166,279 | -12,649 | Trimmed |
| American Express Co. (AXP) | $68.1M | 0.16% | 201,457 | -1,088 | Trimmed |
| Intel Corp. (INTC) | $51.6M | 0.12% | 369,449 | +281 | Held |
| Shell plc (SHEL) | $40.8M | 0.10% | 526,094 | 0 | Held |
| Alphabet Inc. (GOOGL) | $37.6M | 0.09% | 105,139 | -1,696 | Trimmed |
| Plains ALL American Pipeline LP (PAA) | $36.9M | 0.09% | 1,657,477 | 0 | Held |
| AstraZeneca PLC (AZN) | $34.1M | 0.08% | 179,593 | +179,593 | New position |
| Lincoln Electric Holdings Inc. (LECO) | $33.0M | 0.08% | 124,220 | +21,469 | Added |
| Air Products & Chemicals, Inc. (APD) | $32.7M | 0.08% | 111,517 | -4,899 | Trimmed |
| Prologis, Inc. (PLD) | $25.8M | 0.06% | 190,389 | -6,618 | Trimmed |
| SPDR S&P 500 (SPY) | $22.8M | 0.05% | 30,549 | -4,038 | Trimmed |
| Ferrari N.V. (RACE) | $21.6M | 0.05% | 58,114 | -1,993 | Trimmed |
| SAP SE (SAP) | $19.8M | 0.05% | 128,397 | +504 | Added |
| Amgen Inc. (AMGN) | $19.7M | 0.05% | 54,394 | +2,537 | Added |
| Walt Disney Co. (DIS) | $19.2M | 0.04% | 199,530 | -16,532 | Trimmed |
| Duke Energy Corp. (DUK) | $17.5M | 0.04% | 138,072 | +3,208 | Added |
| VG Totl STK Vprs (VTI) | $17.4M | 0.04% | 46,964 | +4,085 | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) | $17.1M | 0.04% | 681,992 | +630,340 | Added |
| Target Corp. (TGT) | $16.9M | 0.04% | 129,237 | -10,538 | Trimmed |
| Broadridge Financial Solutions, Inc. (BR) | $15.8M | 0.04% | 115,362 | -265,507 | Trimmed |
| Estee Lauder Companies Inc. (EL) | $14.2M | 0.03% | 180,237 | -4,663 | Trimmed |
| Zoetis Inc. (ZTS) | $13.7M | 0.03% | 190,489 | -22,175 | Trimmed |
| Kemper Corp. (KMPR) | $13.3M | 0.03% | 494,149 | +373,687 | Added |
| Camden Property Trust (CPT) | $13.1M | 0.03% | 114,440 | +31,015 | Added |
| Oracle Corp. (ORCL) | $12.8M | 0.03% | 87,206 | -6,550 | Trimmed |
| Starbucks Corp. (SBUX) | $12.3M | 0.03% | 120,320 | -29,360 | Trimmed |
| Verisk Analytics, Inc. (VRSK) | $12.2M | 0.03% | 67,804 | -549,929 | Trimmed |
| MSCI Inc. (MSCI) | $11.9M | 0.03% | 21,200 | -11,039 | Trimmed |
| Zillow Group, Inc. (Z) | $11.7M | 0.03% | 371,619 | -58,159 | Trimmed |
| Aon plc (AON) | $11.2M | 0.03% | 33,652 | +32 | Held |
| Advanced Micro Devices Inc. (AMD) | $10.9M | 0.03% | 18,826 | 0 | Held |
| Accenture plc (ACN) | $10.6M | 0.03% | 84,855 | +898 | Added |
| Emerson Electric Co. (EMR) | $9.0M | 0.02% | 62,727 | +25,630 | Added |
| Black Stone Minerals L P (BSM) | $8.8M | 0.02% | 633,364 | 0 | Held |
| Anheuser-Busch InBev SA/NV (BUD) | $8.7M | 0.02% | 106,006 | 0 | Held |
| Ovintiv Inc. (OVV) | $8.7M | 0.02% | 165,824 | 0 | Held |