| NVIDIA Corp. (NVDA) | $1.6B | 7.28% | 8,128,594 | -821,191 | Trimmed |
| Apple Inc. (AAPL) | $1.4B | 6.14% | 4,740,533 | -81,112 | Trimmed |
| Microsoft Corp. (MSFT) | $988.5M | 4.42% | 2,649,953 | -47,415 | Trimmed |
| Amazon.com Inc. (AMZN) | $870.4M | 3.90% | 3,652,011 | -47,931 | Trimmed |
| Alphabet Inc. (GOOGL) | $787.4M | 3.52% | 2,203,224 | -383,764 | Trimmed |
| Broadcom Inc. (AVGO) | $646.5M | 2.89% | 1,711,360 | -29,945 | Trimmed |
| Alphabet Inc. (GOOG) | $490.4M | 2.19% | 1,387,835 | -153,380 | Trimmed |
| AstraZeneca PLC (AZN) | $473.7M | 2.12% | 2,523,337 | +84,786 | Added |
| Eli Lilly & Co. (LLY) | $417.4M | 1.87% | 348,001 | +32,244 | Added |
| JPMorgan Chase & Co. (JPM) | $382.4M | 1.71% | 1,168,266 | +240,904 | Added |
| Meta Platforms, Inc. (META) | $371.3M | 1.66% | 659,129 | -27,012 | Trimmed |
| Tesla, Inc. (TSLA) | $355.4M | 1.59% | 844,898 | -46,107 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $319.8M | 1.43% | 550,498 | +10,591 | Added |
| Micron Technology Inc. (MU) | $299.1M | 1.34% | 259,095 | +253,844 | Added |
| Visa Inc. (V) | $273.6M | 1.22% | 797,518 | +45,488 | Added |
| Johnson & Johnson (JNJ) | $216.6M | 0.97% | 852,974 | +61,562 | Added |
| Bank of America Corp. (BAC) | $195.7M | 0.88% | 3,435,042 | -684,321 | Trimmed |
| Intel Corp. (INTC) | $191.9M | 0.86% | 1,374,357 | -146,442 | Trimmed |
| Applied Materials Inc. (AMAT) | $179.4M | 0.80% | 248,153 | -16,703 | Trimmed |
| Lam Research Corp. (LRCX) | $174.0M | 0.78% | 401,561 | -21,935 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $158.1M | 0.71% | 1,345,790 | +43,064 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $156.5M | 0.70% | 312,852 | +312,852 | New position |
| Linde plc (LIN) | $151.0M | 0.68% | 290,918 | +119,619 | Added |
| Palo Alto Networks Inc. (PANW) | $149.8M | 0.67% | 439,360 | -68,190 | Trimmed |
| Caterpillar Inc. (CAT) | $148.9M | 0.67% | 139,794 | -8,126 | Trimmed |
| Walmart Inc. (WMT) | $148.8M | 0.67% | 1,314,164 | -68,986 | Trimmed |
| AbbVie Inc. (ABBV) | $146.9M | 0.66% | 583,795 | +17,609 | Added |
| Amphenol Corp. (APH) | $145.2M | 0.65% | 823,333 | +782,588 | Added |
| General Electric Co. (GE) | $143.0M | 0.64% | 382,691 | +38,450 | Added |
| PepsiCo Inc. (PEP) | $136.1M | 0.61% | 1,005,198 | +490,646 | Added |
| Morgan Stanley (MS) | $134.6M | 0.60% | 644,068 | +217,881 | Added |
| Mastercard Inc. (MA) | $128.3M | 0.57% | 249,772 | -22,882 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $121.9M | 0.55% | 293,384 | +4,277 | Added |
| KLA Corp. (KLAC) | $120.7M | 0.54% | 400,143 | -21,587 | Trimmed |
| Home Depot, Inc. (HD) | $106.8M | 0.48% | 302,750 | -15,967 | Trimmed |
| Merck & Co., Inc. (MRK) | $106.7M | 0.48% | 830,507 | +25,680 | Added |
| Procter & Gamble Co. (PG) | $104.1M | 0.47% | 709,922 | -43,095 | Trimmed |
| Arista Networks, Inc. (ANET) | $103.9M | 0.47% | 611,540 | +87,599 | Added |
| Netflix Inc. (NFLX) | $102.8M | 0.46% | 1,439,096 | -403,937 | Trimmed |
| Waste Management Inc. (WM) | $102.3M | 0.46% | 459,215 | +288,692 | Added |
| Costco Wholesale Corp. (COST) | $101.0M | 0.45% | 107,942 | +40,845 | Added |
| Eaton Corp. plc (ETN) | $99.8M | 0.45% | 234,189 | +83,996 | Added |
| Coca-Cola Co. (KO) | $94.7M | 0.42% | 1,165,367 | -133,757 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $91.2M | 0.41% | 90,224 | -7,772 | Trimmed |
| S&P Global Inc. (SPGI) | $86.4M | 0.39% | 212,206 | +97,214 | Added |
| Wells Fargo & Company (WFC) | $84.2M | 0.38% | 1,019,272 | -9,487 | Trimmed |
| International Business Machines Corp. (IBM) | $80.2M | 0.36% | 285,334 | -13,917 | Trimmed |
| GE Vernova Inc. (GEV) | $79.6M | 0.36% | 67,770 | +66,201 | Added |
| Marvell Technology, Inc. (MRVL) | $78.2M | 0.35% | 262,580 | -12,845 | Trimmed |
| Oracle Corp. (ORCL) | $77.5M | 0.35% | 528,538 | -16,591 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $76.7M | 0.34% | 657,549 | -76,338 | Trimmed |
| Verizon Communications Inc. (VZ) | $73.2M | 0.33% | 1,729,612 | -720,517 | Trimmed |
| Citigroup Inc. (C) | $72.8M | 0.33% | 520,210 | -511,764 | Trimmed |
| United Rentals, Inc. (URI) | $71.5M | 0.32% | 63,141 | +35,182 | Added |
| T-Mobile US, Inc. (TMUS) | $70.8M | 0.32% | 422,084 | +234,711 | Added |
| Western Digital Corp. (WDC) | $69.4M | 0.31% | 108,649 | +67,158 | Added |
| Boston Scientific Corp. (BSX) | $67.5M | 0.30% | 1,581,108 | +687,359 | Added |
| Intercontinental Exchange, Inc. (ICE) | $66.6M | 0.30% | 540,746 | +311,708 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $66.3M | 0.30% | 138,845 | +16,622 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $66.1M | 0.30% | 131,916 | -6,379 | Trimmed |
| Seagate Technology Holdings plc (STX) | $66.0M | 0.29% | 68,396 | -80,163 | Trimmed |
| Royal Bank of Canada (RY) | $65.8M | 0.29% | 317,857 | -10,598 | Trimmed |
| MercadoLibre, Inc. (MELI) | $64.7M | 0.29% | 38,141 | +9,680 | Added |
| UBS Group AG (UBS) | $64.3M | 0.29% | 1,295,198 | -114,896 | Trimmed |
| Corning Inc. (GLW) | $64.0M | 0.29% | 250,562 | -19,898 | Trimmed |
| Texas Instruments Inc. (TXN) | $63.4M | 0.28% | 212,629 | +204,949 | Added |
| McDonald's Corp. (MCD) | $60.9M | 0.27% | 225,117 | -13,438 | Trimmed |
| Qualcomm Inc. (QCOM) | $60.2M | 0.27% | 325,587 | -21,304 | Trimmed |
| Analog Devices Inc. (ADI) | $60.1M | 0.27% | 151,215 | -7,670 | Trimmed |
| Amgen Inc. (AMGN) | $59.7M | 0.27% | 164,973 | -7,745 | Trimmed |
| Veeva Systems Inc. (VEEV) | $58.9M | 0.26% | 332,053 | +256,137 | Added |
| AT&T Inc. (T) | $58.8M | 0.26% | 2,841,752 | +528,514 | Added |
| TotalEnergies SE (TTE) | $58.0M | 0.26% | 745,350 | +745,350 | New position |
| CrowdStrike Holdings, Inc. (CRWD) | $57.8M | 0.26% | 75,785 | -93,465 | Trimmed |
| NextEra Energy Inc. (NEE) | $56.9M | 0.26% | 648,379 | -19,558 | Trimmed |
| American Express Co. (AXP) | $55.1M | 0.25% | 162,888 | -168,268 | Trimmed |
| Walt Disney Co. (DIS) | $54.8M | 0.24% | 568,864 | -412,957 | Trimmed |
| Baker Hughes Co. (BKR) | $53.5M | 0.24% | 964,252 | +598,090 | Added |
| Unilever plc (UL) | $51.3M | 0.23% | 854,189 | +854,189 | New position |
| TJX Companies Inc. (TJX) | $50.4M | 0.23% | 332,818 | -20,794 | Trimmed |
| Emerson Electric Co. (EMR) | $50.2M | 0.23% | 350,723 | +130,375 | Added |
| Pfizer Inc. (PFE) | $49.2M | 0.22% | 2,042,458 | -1,116,367 | Trimmed |
| Welltower Inc. (WELL) | $49.2M | 0.22% | 216,601 | +1,940 | Added |
| Union Pacific Corp. (UNP) | $48.7M | 0.22% | 178,936 | -9,127 | Trimmed |
| Abbott Laboratories (ABT) | $48.5M | 0.22% | 534,128 | -26,064 | Trimmed |
| Gilead Sciences, Inc. (GILD) | $48.2M | 0.22% | 381,309 | -307,824 | Trimmed |
| Deere & Co. (DE) | $47.6M | 0.21% | 74,993 | -7,431 | Trimmed |
| Charles Schwab Corp. (SCHW) | $46.8M | 0.21% | 506,841 | -45,929 | Trimmed |
| Toronto-Dominion Bank (TD) | $46.0M | 0.21% | 378,756 | -19,072 | Trimmed |
| Octave Intelligence plc (OCTV) | $44.2M | 0.20% | 2,736,520 | +2,736,520 | New position |
| Alcon AG (ALC) | $44.0M | 0.20% | 649,887 | +587,869 | Added |
| Intuitive Surgical Inc. (ISRG) | $43.3M | 0.19% | 108,953 | -49,724 | Trimmed |
| BlackRock, Inc. (BLK) | $42.8M | 0.19% | 44,504 | -2,173 | Trimmed |
| Booking Holdings Inc. (BKNG) | $42.2M | 0.19% | 236,750 | -17,850 | Trimmed |
| Dell Technologies Inc. (DELL) | $41.0M | 0.18% | 94,965 | -16,220 | Trimmed |
| CVS Health Corp. (CVS) | $40.7M | 0.18% | 393,771 | -20,505 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $40.5M | 0.18% | 150,797 | +150,797 | New position |
| Progressive Corp. (PGR) | $40.1M | 0.18% | 183,680 | -7,205 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $39.6M | 0.18% | 79,627 | -4,219 | Trimmed |
| Consolidated Edison Inc. (ED) | $39.4M | 0.18% | 355,801 | +200,084 | Added |