| NVIDIA Corp. (NVDA) | $553.2M | 3.58% | 2,764,886 | +176,954 | Added |
| Micron Technology Inc. (MU) | $531.4M | 3.44% | 460,384 | +20,092 | Added |
| Apple Inc. (AAPL) | $445.6M | 2.88% | 1,539,974 | +75,975 | Added |
| Lam Research Corp. (LRCX) | $372.0M | 2.40% | 858,419 | +44,659 | Added |
| Microsoft Corp. (MSFT) | $322.2M | 2.08% | 863,773 | +60,072 | Added |
| Advanced Micro Devices Inc. (AMD) | $321.9M | 2.08% | 554,139 | +24,676 | Added |
| Broadcom Inc. (AVGO) | $310.8M | 2.01% | 822,738 | +44,202 | Added |
| Applied Materials Inc. (AMAT) | $302.4M | 1.96% | 418,212 | +2,694 | Added |
| Amazon.com Inc. (AMZN) | $273.1M | 1.77% | 1,145,633 | +71,955 | Added |
| Alphabet Inc. (GOOGL) | $269.6M | 1.74% | 754,511 | +35,766 | Added |
| Meta Platforms, Inc. (META) | $200.8M | 1.30% | 356,484 | +27,134 | Added |
| Cisco Systems, Inc. (CSCO) | $191.5M | 1.24% | 1,630,198 | -33,737 | Trimmed |
| Tesla, Inc. (TSLA) | $179.3M | 1.16% | 426,332 | +40,350 | Added |
| Intel Corp. (INTC) | $167.5M | 1.08% | 1,199,847 | +53,949 | Added |
| SPDR S&P 500 (SPY) | $166.1M | 1.07% | 222,481 | +73,832 | Added |
| Alphabet Inc. (GOOG) | $163.7M | 1.06% | 463,325 | +37,741 | Added |
| KLA Corp. (KLAC) | $155.1M | 1.00% | 514,127 | +27,277 | Added |
| Walmart Inc. (WMT) | $151.4M | 0.98% | 1,336,745 | +64,876 | Added |
| Marvell Technology, Inc. (MRVL) | $146.9M | 0.95% | 493,203 | +22,662 | Added |
| Guggenheim FDS Trust (GCSH) | $135.8M | 0.88% | 2,709,138 | +2,709,138 | New position |
| Costco Wholesale Corp. (COST) | $132.8M | 0.86% | 141,914 | +7,333 | Added |
| Qualcomm Inc. (QCOM) | $118.2M | 0.76% | 639,805 | -23,662 | Trimmed |
| Merck & Co., Inc. (MRK) | $104.2M | 0.67% | 811,080 | +16,212 | Added |
| Sandisk Corp. (SNDK) | $99.5M | 0.64% | 43,743 | +35,528 | Added |
| Palo Alto Networks Inc. (PANW) | $93.5M | 0.60% | 274,135 | -948 | Trimmed |
| Visa Inc. (V) | $93.0M | 0.60% | 271,191 | +238 | Held |
| iShares Core S&P 500 ETF (IVV) | $89.7M | 0.58% | 119,723 | +8,285 | Added |
| Amgen Inc. (AMGN) | $84.8M | 0.55% | 234,207 | +8,294 | Added |
| Netflix Inc. (NFLX) | $81.9M | 0.53% | 1,147,561 | +144,437 | Added |
| Waste Management Inc. (WM) | $81.9M | 0.53% | 367,297 | -8,189 | Trimmed |
| PepsiCo Inc. (PEP) | $79.3M | 0.51% | 585,774 | +35,654 | Added |
| Analog Devices Inc. (ADI) | $76.6M | 0.49% | 192,889 | +6,306 | Added |
| JPMorgan Chase & Co. (JPM) | $74.3M | 0.48% | 226,975 | -1,562 | Trimmed |
| Booking Holdings Inc. (BKNG) | $73.3M | 0.47% | 411,230 | +22,155 | Added |
| Texas Instruments Inc. (TXN) | $72.1M | 0.47% | 241,999 | +16,809 | Added |
| Johnson & Johnson (JNJ) | $69.6M | 0.45% | 274,166 | -25,712 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $64.4M | 0.42% | 551,971 | +82,730 | Added |
| Goldman Sachs Group Inc. (GS) | $63.4M | 0.41% | 62,701 | -137 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $62.2M | 0.40% | 675,739 | +48,677 | Added |
| Mastercard Inc. (MA) | $61.9M | 0.40% | 120,605 | -1,393 | Trimmed |
| Guggenheim FDS Trust (GISC) | $61.7M | 0.40% | 1,227,191 | +1,227,191 | New position |
| Western Digital Corp. (WDC) | $60.7M | 0.39% | 95,055 | +5,587 | Added |
| AbbVie Inc. (ABBV) | $59.0M | 0.38% | 234,277 | -11,424 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $57.2M | 0.37% | 115,233 | +14,847 | Added |
| Chevron Corp. (CVX) | $57.2M | 0.37% | 344,791 | -7,003 | Trimmed |
| Home Depot, Inc. (HD) | $57.1M | 0.37% | 161,949 | +18,849 | Added |
| Coca-Cola Co. (KO) | $54.7M | 0.35% | 672,778 | -5,214 | Trimmed |
| DoorDash, Inc. (DASH) | $54.3M | 0.35% | 294,176 | +12,085 | Added |
| Gilead Sciences, Inc. (GILD) | $52.6M | 0.34% | 416,657 | +203 | Held |
| Mondelez International, Inc. (MDLZ) | $52.4M | 0.34% | 905,304 | -72,517 | Trimmed |
| Union Pacific Corp. (UNP) | $51.1M | 0.33% | 187,798 | -12,218 | Trimmed |
| McDonald's Corp. (MCD) | $50.7M | 0.33% | 187,589 | +4,511 | Added |
| Caterpillar Inc. (CAT) | $50.5M | 0.33% | 47,405 | -1,034 | Trimmed |
| Linde plc (LIN) | $49.5M | 0.32% | 95,367 | +3,528 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $49.4M | 0.32% | 64,689 | +7,667 | Added |
| Synopsys Inc. (SNPS) | $48.7M | 0.32% | 109,187 | -5,663 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $47.6M | 0.31% | 347,825 | -48,475 | Trimmed |
| Eli Lilly & Co. (LLY) | $46.9M | 0.30% | 39,113 | +3,762 | Added |
| AppLovin Corp. (APP) | $45.8M | 0.30% | 88,981 | +17,896 | Added |
| iShares Trust (SHY) | $45.2M | 0.29% | 550,188 | -22,832 | Trimmed |
| Nuveen Quality Muncp Income (NAD) | $43.9M | 0.28% | 3,620,112 | +551,581 | Added |
| Welltower Inc. (WELL) | $43.3M | 0.28% | 190,768 | +9,923 | Added |
| Adobe Inc. (ADBE) | $43.1M | 0.28% | 210,088 | -11,199 | Trimmed |
| Comcast Corp. (CMCSA) | $42.7M | 0.28% | 1,738,941 | -8,649 | Trimmed |
| Nuveen Ca Qualty Mun Income (NAC) | $42.3M | 0.27% | 3,486,662 | +50,986 | Added |
| Duke Energy Corp. (DUK) | $42.0M | 0.27% | 331,761 | -4,115 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $41.9M | 0.27% | 105,261 | +8,261 | Added |
| Verizon Communications Inc. (VZ) | $41.4M | 0.27% | 977,793 | -41,815 | Trimmed |
| Arista Networks, Inc. (ANET) | $41.2M | 0.27% | 242,252 | +45,503 | Added |
| Cummins Inc. (CMI) | $40.7M | 0.26% | 57,082 | -12,648 | Trimmed |
| Nuveen Amt Free Mun CR Inc. F (NVG) | $40.0M | 0.26% | 3,124,143 | +162,643 | Added |
| Nuveen Amt Free Qlty Mun Inc. (NEA) | $39.7M | 0.26% | 3,379,045 | +266,447 | Added |
| T-Mobile US, Inc. (TMUS) | $39.6M | 0.26% | 235,838 | +22,829 | Added |
| Constellation Energy Corp. (CEG) | $38.1M | 0.25% | 153,324 | +8,254 | Added |
| Northrop Grumman Corp. (NOC) | $37.7M | 0.24% | 74,012 | +8,590 | Added |
| Cintas Corp. (CTAS) | $37.5M | 0.24% | 220,333 | +24,196 | Added |
| Fortinet, Inc. (FTNT) | $37.0M | 0.24% | 240,697 | -24,643 | Trimmed |
| International Business Machines Corp. (IBM) | $36.4M | 0.23% | 129,401 | +20,530 | Added |
| Corning Inc. (GLW) | $35.9M | 0.23% | 140,474 | -3,795 | Trimmed |
| General Electric Co. (GE) | $35.7M | 0.23% | 95,397 | +5,512 | Added |
| Automatic Data Processing Inc. (ADP) | $35.5M | 0.23% | 158,531 | -11,189 | Trimmed |
| Pfizer Inc. (PFE) | $34.9M | 0.23% | 1,448,821 | +81,132 | Added |
| CSX Corp. (CSX) | $34.7M | 0.22% | 730,440 | +86,402 | Added |
| Arm Holdings plc (ARM) | $34.6M | 0.22% | 97,653 | +50,849 | Added |
| Procter & Gamble Co. (PG) | $34.5M | 0.22% | 235,416 | +20,437 | Added |
| Autodesk, Inc. (ADSK) | $34.3M | 0.22% | 176,174 | +32,378 | Added |
| Snowflake Inc. (SNOW) | $33.9M | 0.22% | 133,246 | -15,081 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $33.3M | 0.21% | 577,945 | +13,801 | Added |
| NextEra Energy Inc. (NEE) | $33.1M | 0.21% | 377,689 | -13,151 | Trimmed |
| Johnson Controls International plc (JCI) | $32.8M | 0.21% | 224,290 | -28,406 | Trimmed |
| Intercontinental Exchange, Inc. (ICE) | $32.6M | 0.21% | 264,474 | +5,373 | Added |
| Cadence Design Systems Inc. (CDNS) | $32.3M | 0.21% | 86,023 | +15,354 | Added |
| American Electric Power Co. Inc. (AEP) | $31.4M | 0.20% | 229,243 | +14,298 | Added |
| Sherwin Williams Co. (SHW) | $31.3M | 0.20% | 91,009 | -20,801 | Trimmed |
| ServiceNow, Inc. (NOW) | $31.0M | 0.20% | 311,753 | +51,860 | Added |
| Datadog, Inc. (DDOG) | $30.8M | 0.20% | 118,437 | +15,367 | Added |
| Janus Detroit STR Trust (JMBS) | $30.0M | 0.19% | 666,521 | -18,689 | Trimmed |
| Deere & Co. (DE) | $29.9M | 0.19% | 47,170 | -7,640 | Trimmed |
| Nuveen Mun Value FD Inc. (NUV) | $29.9M | 0.19% | 3,244,551 | +330,052 | Added |
| Xcel Energy Inc. (XEL) | $29.0M | 0.19% | 361,421 | +17,198 | Added |