| NVIDIA Corp. (NVDA) | $1.7B | 7.91% | 8,474,723 | +1,909,462 | Added |
| Alphabet Inc. (GOOGL) | $1.4B | 6.55% | 3,932,579 | +556,895 | Added |
| Apple Inc. (AAPL) | $1.2B | 5.77% | 4,279,229 | +710,900 | Added |
| Microsoft Corp. (MSFT) | $928.9M | 4.33% | 2,490,204 | +253,662 | Added |
| Amazon.com Inc. (AMZN) | $844.8M | 3.94% | 3,544,695 | +538,097 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $635.1M | 2.96% | 1,329,941 | -333,338 | Trimmed |
| Broadcom Inc. (AVGO) | $587.8M | 2.74% | 1,556,143 | +436,548 | Added |
| Visa Inc. (V) | $533.4M | 2.49% | 1,554,682 | +204,376 | Added |
| Steel Dynamics Inc. (STLD) | $527.5M | 2.46% | 2,298,976 | -397,371 | Trimmed |
| Meta Platforms, Inc. (META) | $508.8M | 2.37% | 903,206 | +126,895 | Added |
| Delta Air Lines, Inc. (DAL) | $449.3M | 2.10% | 4,797,621 | -824,813 | Trimmed |
| Progressive Corp. (PGR) | $433.7M | 2.02% | 1,985,189 | +434,811 | Added |
| GE Vernova Inc. (GEV) | $372.0M | 1.74% | 316,645 | +316,645 | New position |
| HCA Healthcare, Inc. (HCA) | $355.7M | 1.66% | 912,404 | +218,204 | Added |
| Advanced Micro Devices Inc. (AMD) | $346.9M | 1.62% | 597,244 | +405,304 | Added |
| Valero Energy Corp. (VLO) | $341.7M | 1.59% | 1,312,007 | +181,291 | Added |
| Lam Research Corp. (LRCX) | $313.9M | 1.46% | 724,308 | +594,740 | Added |
| Thor Industries Inc. (THO) | $308.1M | 1.44% | 4,099,664 | +825,159 | Added |
| CME Group Inc. (CME) | $299.1M | 1.40% | 1,354,402 | +298,475 | Added |
| Dollar General Corp. (DG) | $298.3M | 1.39% | 2,591,286 | +335,928 | Added |
| General Motors Co. (GM) | $278.0M | 1.30% | 3,606,537 | +415,374 | Added |
| Intel Corp. (INTC) | $258.9M | 1.21% | 1,854,351 | +1,854,351 | New position |
| Vertex Pharmaceuticals Inc. (VRTX) | $255.4M | 1.19% | 514,179 | +73,770 | Added |
| Micron Technology Inc. (MU) | $239.7M | 1.12% | 207,664 | +52,426 | Added |
| Applied Materials Inc. (AMAT) | $236.0M | 1.10% | 326,412 | +13,549 | Added |
| Arista Networks, Inc. (ANET) | $232.0M | 1.08% | 1,365,671 | +11,263 | Added |
| JPMorgan Chase & Co. (JPM) | $228.8M | 1.07% | 699,121 | +130,752 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $197.7M | 0.92% | 395,088 | +53,729 | Added |
| EOG Resources Inc. (EOG) | $189.5M | 0.88% | 1,460,421 | +414,304 | Added |
| Bank of America Corp. (BAC) | $184.3M | 0.86% | 3,234,347 | +565,032 | Added |
| Newmont Corp. (NEM) | $183.7M | 0.86% | 1,966,748 | +208,223 | Added |
| Bloom Energy Corp. (BE) | $181.9M | 0.85% | 601,090 | +601,090 | New position |
| Palantir Technologies Inc. (PLTR) | $156.4M | 0.73% | 1,340,443 | +245,036 | Added |
| Eli Lilly & Co. (LLY) | $150.0M | 0.70% | 125,054 | -14,529 | Trimmed |
| Suncor Energy Inc. (SU) | $141.1M | 0.66% | 2,623,555 | +1,210,712 | Added |
| Kinsale Capital Group, Inc. (KNSL) | $138.5M | 0.65% | 419,977 | -144,334 | Trimmed |
| AbbVie Inc. (ABBV) | $136.5M | 0.64% | 542,382 | -180,466 | Trimmed |
| Northrop Grumman Corp. (NOC) | $130.8M | 0.61% | 256,791 | +26,995 | Added |
| PepsiCo Inc. (PEP) | $125.8M | 0.59% | 929,252 | +174,768 | Added |
| Morgan Stanley (MS) | $122.6M | 0.57% | 586,695 | +106,303 | Added |
| UnitedHealth Group Inc. (UNH) | $115.4M | 0.54% | 277,679 | +49,857 | Added |
| Amphenol Corp. (APH) | $112.4M | 0.52% | 637,560 | +94,944 | Added |
| Walmart Inc. (WMT) | $111.4M | 0.52% | 983,477 | +171,137 | Added |
| AMETEK Inc. (AME) | $102.9M | 0.48% | 425,148 | +77,290 | Added |
| UBS Group AG (UBS) | $100.9M | 0.47% | 2,031,327 | +312,308 | Added |
| Kinder Morgan, Inc. (KMI) | $100.7M | 0.47% | 3,149,584 | +623,890 | Added |
| KLA Corp. (KLAC) | $99.7M | 0.47% | 330,520 | +135,660 | Added |
| Parker-Hannifin Corp. (PH) | $99.0M | 0.46% | 101,263 | +18,618 | Added |
| Tesla, Inc. (TSLA) | $98.4M | 0.46% | 233,875 | +26,942 | Added |
| Dell Technologies Inc. (DELL) | $96.9M | 0.45% | 224,558 | -23,363 | Trimmed |
| McDonald's Corp. (MCD) | $95.3M | 0.44% | 352,443 | +61,504 | Added |
| Netflix Inc. (NFLX) | $93.7M | 0.44% | 1,311,995 | +162,935 | Added |
| Bank of New York Mellon Corp. (BNY) | $89.0M | 0.41% | 615,477 | +105,697 | Added |
| Union Pacific Corp. (UNP) | $85.7M | 0.40% | 314,896 | +57,156 | Added |
| T-Mobile US, Inc. (TMUS) | $81.1M | 0.38% | 483,610 | +85,873 | Added |
| Stryker Corp. (SYK) | $80.3M | 0.37% | 255,072 | +46,483 | Added |
| CareTrust REIT, Inc. (CTRE) | $80.3M | 0.37% | 1,990,126 | +367,344 | Added |
| Mettler Toledo International Inc. (MTD) | $79.8M | 0.37% | 62,486 | +10,965 | Added |
| Primerica, Inc. (PRI) | $75.0M | 0.35% | 263,891 | +18,698 | Added |
| Tyson Foods, Inc. (TSN) | $73.7M | 0.34% | 1,287,756 | +250,793 | Added |
| Prologis, Inc. (PLD) | $71.8M | 0.34% | 530,350 | +99,981 | Added |
| Synopsys Inc. (SNPS) | $71.1M | 0.33% | 159,426 | +30,336 | Added |
| IDEXX Laboratories Inc. (IDXX) | $70.7M | 0.33% | 134,346 | +24,868 | Added |
| Expeditors International of Washington Inc. (EXPD) | $68.0M | 0.32% | 417,189 | +79,746 | Added |
| Analog Devices Inc. (ADI) | $67.4M | 0.31% | 169,602 | +169,602 | New position |
| Freeport-McMoRan Inc. (FCX) | $66.4M | 0.31% | 1,056,384 | +198,924 | Added |
| PNC Financial Services Group, Inc. (PNC) | $65.9M | 0.31% | 267,807 | +52,558 | Added |
| Gilead Sciences, Inc. (GILD) | $65.9M | 0.31% | 521,552 | +509,999 | Added |
| Paccar Inc. (PCAR) | $64.7M | 0.30% | 538,653 | +58,005 | Added |
| Jones Lang Lasalle Inc. (JLL) | $64.6M | 0.30% | 208,573 | +37,677 | Added |
| Steris plc (STE) | $63.6M | 0.30% | 302,017 | +59,760 | Added |
| Johnson & Johnson (JNJ) | $63.1M | 0.29% | 248,443 | -66,289 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $63.1M | 0.29% | 211,740 | +211,740 | New position |
| Reliance, Inc. (RS) | $62.1M | 0.29% | 166,117 | +37,262 | Added |
| Seagate Technology Holdings plc (STX) | $61.5M | 0.29% | 63,773 | +27,253 | Added |
| Lithia Motors Inc. (LAD) | $60.8M | 0.28% | 209,362 | +25,698 | Added |
| Church & Dwight Co. Inc. (CHD) | $60.2M | 0.28% | 621,492 | +107,871 | Added |
| BJ's Wholesale Club Holdings, Inc. (BJ) | $57.1M | 0.27% | 654,392 | +114,543 | Added |
| Amgen Inc. (AMGN) | $54.8M | 0.26% | 151,355 | +151,355 | New position |
| CRH Public Ltd. Co. (CRH) | $53.6M | 0.25% | 500,974 | +96,914 | Added |
| Old Dominion Freight Line, Inc. (ODFL) | $52.8M | 0.25% | 243,808 | -859,353 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $52.2M | 0.24% | 153,205 | -143,202 | Trimmed |
| Sunbelt Rentals Holdings, Inc. (SUNB) | $52.1M | 0.24% | 696,536 | +131,331 | Added |
| Qualcomm Inc. (QCOM) | $50.5M | 0.24% | 273,506 | +273,506 | New position |
| Alnylam Pharmaceuticals, Inc. (ALNY) | $49.8M | 0.23% | 165,424 | -12,117 | Trimmed |
| Resmed Inc. (RMD) | $49.8M | 0.23% | 255,432 | +47,389 | Added |
| Shopify Inc. (SHOP) | $49.3M | 0.23% | 431,739 | -55,163 | Trimmed |
| NXP Semiconductors N.V. (NXPI) | $47.9M | 0.22% | 170,606 | +33,193 | Added |
| Ollie's Bargain Outlet Holdings, Inc. (OLLI) | $47.9M | 0.22% | 623,529 | +370,795 | Added |
| Merck & Co., Inc. (MRK) | $47.7M | 0.22% | 371,133 | +371,133 | New position |
| Elevance Health, Inc. (ELV) | $47.3M | 0.22% | 122,371 | +1,433 | Added |
| Canadian Pacific Kansas City Ltd. (CP) | $47.1M | 0.22% | 543,436 | +106,881 | Added |
| Heico Corp. New (HEIA) | $45.5M | 0.21% | 176,343 | +28,952 | Added |
| Lear Corp. (LEA) | $45.1M | 0.21% | 336,665 | +61,056 | Added |
| Topbuild Corp. (BLD) | $44.9M | 0.21% | 126,758 | -16,376 | Trimmed |
| Oracle Corp. (ORCL) | $43.8M | 0.20% | 299,137 | -319,624 | Trimmed |
| Occidental Petroleum Corp. (OXY) | $42.1M | 0.20% | 867,574 | +142,351 | Added |
| Cenovus Energy Inc. (CVE) | $41.5M | 0.19% | 1,671,658 | +377,321 | Added |
| Automatic Data Processing Inc. (ADP) | $40.6M | 0.19% | 181,332 | -356,697 | Trimmed |
| Cintas Corp. (CTAS) | $40.1M | 0.19% | 235,714 | +13,322 | Added |