| NVIDIA Corp. (NVDA) | $3.3B | 6.25% | 16,445,980 | -1,691,136 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $3.2B | 6.16% | 4,334,448 | +318,490 | Added |
| Apple Inc. (AAPL) | $3.0B | 5.70% | 10,363,583 | -396,907 | Trimmed |
| Microsoft Corp. (MSFT) | $1.9B | 3.56% | 5,023,194 | -168,673 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.7B | 3.16% | 6,990,711 | -305,466 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.5B | 2.80% | 4,130,545 | -112,319 | Trimmed |
| Broadcom Inc. (AVGO) | $1.2B | 2.30% | 3,207,023 | -89,392 | Trimmed |
| Alphabet Inc. (GOOG) | $1.2B | 2.22% | 3,308,997 | -349,827 | Trimmed |
| Micron Technology Inc. (MU) | $946.0M | 1.80% | 819,568 | -31,343 | Trimmed |
| Meta Platforms, Inc. (META) | $883.1M | 1.68% | 1,567,722 | -44,376 | Trimmed |
| Tesla, Inc. (TSLA) | $835.8M | 1.59% | 1,987,245 | -109,822 | Trimmed |
| Eli Lilly & Co. (LLY) | $790.4M | 1.50% | 658,950 | -52,403 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $672.0M | 1.28% | 1,156,752 | -43,476 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $534.8M | 1.02% | 1,633,730 | -123,270 | Trimmed |
| Johnson & Johnson (JNJ) | $469.8M | 0.89% | 1,849,714 | -128,160 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $460.9M | 0.88% | 921,095 | -120,648 | Trimmed |
| Intel Corp. (INTC) | $434.8M | 0.83% | 3,113,643 | +7,677 | Added |
| Applied Materials Inc. (AMAT) | $420.0M | 0.80% | 580,859 | -39,242 | Trimmed |
| Walmart Inc. (WMT) | $410.4M | 0.78% | 3,623,426 | +116,400 | Added |
| Lam Research Corp. (LRCX) | $394.5M | 0.75% | 910,493 | -112,738 | Trimmed |
| Caterpillar Inc. (CAT) | $359.4M | 0.68% | 337,463 | -37,196 | Trimmed |
| Visa Inc. (V) | $343.6M | 0.65% | 1,001,398 | -138,769 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $341.5M | 0.65% | 2,497,839 | -423,895 | Trimmed |
| AbbVie Inc. (ABBV) | $324.9M | 0.62% | 1,291,102 | +23,922 | Added |
| Cisco Systems, Inc. (CSCO) | $322.2M | 0.61% | 2,742,739 | -150,631 | Trimmed |
| Wells Fargo & Company (WFC) | $297.3M | 0.56% | 3,596,968 | +119,167 | Added |
| UnitedHealth Group Inc. (UNH) | $292.4M | 0.56% | 703,580 | +88,920 | Added |
| KLA Corp. (KLAC) | $281.6M | 0.54% | 933,224 | -13,406 | Trimmed |
| GE Vernova Inc. (GEV) | $278.3M | 0.53% | 236,880 | -31,091 | Trimmed |
| General Electric Co. (GE) | $267.9M | 0.51% | 716,707 | -158,293 | Trimmed |
| Costco Wholesale Corp. (COST) | $262.5M | 0.50% | 280,643 | -50,481 | Trimmed |
| Merck & Co., Inc. (MRK) | $239.2M | 0.45% | 1,861,405 | -35,746 | Trimmed |
| Mastercard Inc. (MA) | $237.5M | 0.45% | 462,447 | -79,550 | Trimmed |
| AstraZeneca PLC (AZN) | $232.4M | 0.44% | 1,242,006 | -103,120 | Trimmed |
| Bank of America Corp. (BAC) | $223.1M | 0.42% | 3,915,142 | -343,156 | Trimmed |
| American Express Co. (AXP) | $219.0M | 0.42% | 647,397 | +25,591 | Added |
| Netflix Inc. (NFLX) | $218.0M | 0.41% | 3,053,372 | -586,985 | Trimmed |
| Home Depot, Inc. (HD) | $217.4M | 0.41% | 616,378 | -125,971 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $208.7M | 0.40% | 612,015 | -147,288 | Trimmed |
| Philip Morris International Inc. (PM) | $206.6M | 0.39% | 1,141,789 | +121,284 | Added |
| Procter & Gamble Co. (PG) | $205.0M | 0.39% | 1,397,661 | -263,688 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $204.0M | 0.39% | 201,688 | +32,979 | Added |
| Welltower Inc. (WELL) | $203.2M | 0.39% | 895,149 | +86,490 | Added |
| Coca-Cola Co. (KO) | $200.2M | 0.38% | 2,463,048 | -485,187 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $192.1M | 0.36% | 644,726 | -42,921 | Trimmed |
| Texas Instruments Inc. (TXN) | $190.9M | 0.36% | 640,501 | +36,944 | Added |
| RTX Corp. (RTX) | $188.9M | 0.36% | 995,658 | -21,382 | Trimmed |
| Chevron Corp. (CVX) | $187.8M | 0.36% | 1,133,083 | -205,259 | Trimmed |
| PepsiCo Inc. (PEP) | $187.1M | 0.35% | 1,381,945 | +170,618 | Added |
| Palantir Technologies Inc. (PLTR) | $184.6M | 0.35% | 1,582,648 | -225,068 | Trimmed |
| Citigroup Inc. (C) | $179.7M | 0.34% | 1,283,736 | -158,338 | Trimmed |
| Ihs Holding Limited (IHS) | $178.5M | 0.34% | 21,666,802 | 0 | Held |
| Oracle Corp. (ORCL) | $178.3M | 0.34% | 1,216,939 | +44,191 | Added |
| International Business Machines Corp. (IBM) | $177.6M | 0.34% | 631,665 | +51,244 | Added |
| Royal Bank of Canada (RY) | $175.5M | 0.33% | 847,778 | -102,237 | Trimmed |
| Western Digital Corp. (WDC) | $172.4M | 0.33% | 269,910 | -95,500 | Trimmed |
| Morgan Stanley (MS) | $171.8M | 0.33% | 821,929 | +203,786 | Added |
| iShares Trust (MCHI) | $166.7M | 0.32% | 3,267,940 | +1,937,192 | Added |
| Seagate Technology Holdings plc (STX) | $165.9M | 0.32% | 171,890 | -7,655 | Trimmed |
| Amphenol Corp. (APH) | $156.3M | 0.30% | 886,462 | -39,366 | Trimmed |
| Corning Inc. (GLW) | $156.2M | 0.30% | 611,694 | -459,123 | Trimmed |
| TJX Companies Inc. (TJX) | $143.8M | 0.27% | 949,206 | -225,412 | Trimmed |
| Analog Devices Inc. (ADI) | $142.7M | 0.27% | 359,375 | -9,777 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $139.1M | 0.26% | 277,446 | +11,295 | Added |
| Arista Networks, Inc. (ANET) | $138.4M | 0.26% | 814,467 | -18,211 | Trimmed |
| Space Exploration Technologies Corp. (SPCX) | $137.1M | 0.26% | 802,182 | +802,182 | New position |
| Toronto-Dominion Bank (TD) | $133.5M | 0.25% | 1,098,647 | +7,695 | Added |
| Linde plc (LIN) | $132.7M | 0.25% | 255,677 | -125,579 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $132.2M | 0.25% | 173,241 | +80 | Held |
| NextEra Energy Inc. (NEE) | $131.5M | 0.25% | 1,498,555 | -176,597 | Trimmed |
| Qualcomm Inc. (QCOM) | $130.0M | 0.25% | 703,649 | -10,062 | Trimmed |
| Gilead Sciences, Inc. (GILD) | $126.7M | 0.24% | 1,003,135 | -129,380 | Trimmed |
| Eaton Corp. plc (ETN) | $126.4M | 0.24% | 296,566 | +48,207 | Added |
| Verizon Communications Inc. (VZ) | $123.5M | 0.23% | 2,917,916 | +76,992 | Added |
| Quanta Services, Inc. (PWR) | $121.2M | 0.23% | 168,366 | +3,478 | Added |
| Chubb Ltd. (CB) | $118.6M | 0.23% | 348,137 | -16,509 | Trimmed |
| Dell Technologies Inc. (DELL) | $117.0M | 0.22% | 271,247 | +116,027 | Added |
| Vertiv Holdings Co. (VRT) | $113.6M | 0.22% | 339,320 | -145,969 | Trimmed |
| Shopify Inc. (SHOP) | $111.7M | 0.21% | 977,068 | +71,474 | Added |
| M&T Bank Corp. (MTB) | $107.7M | 0.20% | 452,488 | +66,990 | Added |
| Deere & Co. (DE) | $107.4M | 0.20% | 169,346 | +14,117 | Added |
| Huntington Bancshares Inc. (HBAN) | $106.5M | 0.20% | 6,004,068 | +920,922 | Added |
| Walt Disney Co. (DIS) | $106.4M | 0.20% | 1,105,324 | +122,519 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $106.0M | 0.20% | 213,312 | +12,144 | Added |
| UBS Group AG (UBS) | $105.8M | 0.20% | 2,130,913 | -148,453 | Trimmed |
| Charles Schwab Corp. (SCHW) | $105.1M | 0.20% | 1,138,783 | -74,100 | Trimmed |
| Newmont Corp. (NEM) | $105.0M | 0.20% | 1,124,288 | +163,791 | Added |
| TotalEnergies SE (TTE) | $104.0M | 0.20% | 1,337,102 | -143,044 | Trimmed |
| Booking Holdings Inc. (BKNG) | $103.7M | 0.20% | 582,061 | +73,611 | Added |
| Prologis, Inc. (PLD) | $101.3M | 0.19% | 747,463 | +201,558 | Added |
| Bank of New York Mellon Corp. (BNY) | $99.4M | 0.19% | 687,043 | -64,908 | Trimmed |
| Regions Financial Corp. (RF) | $99.2M | 0.19% | 3,284,426 | +419,687 | Added |
| Amgen Inc. (AMGN) | $97.7M | 0.19% | 269,926 | -126,006 | Trimmed |
| CVS Health Corp. (CVS) | $97.6M | 0.18% | 943,358 | -135,887 | Trimmed |
| Cameco Corp. (CCJ) | $95.8M | 0.18% | 940,555 | -33,091 | Trimmed |
| iShares Inc. (EWC) | $95.0M | 0.18% | 1,647,793 | -37,666 | Trimmed |
| AppLovin Corp. (APP) | $93.3M | 0.18% | 181,161 | +6,820 | Added |
| Parker-Hannifin Corp. (PH) | $93.2M | 0.18% | 95,260 | +14,974 | Added |
| Cummins Inc. (CMI) | $92.8M | 0.18% | 130,133 | +15,628 | Added |
| Comfort Systems USA Inc. (FIX) | $92.0M | 0.17% | 46,407 | +3,311 | Added |