| NVIDIA Corp. (NVDA) | $10.2B | 6.56% | 50,834,621 | -439,562 | Trimmed |
| Apple Inc. (AAPL) | $9.1B | 5.88% | 31,517,924 | +498,222 | Added |
| Microsoft Corp. (MSFT) | $5.7B | 3.67% | 15,239,745 | +322,336 | Added |
| Amazon.com Inc. (AMZN) | $5.0B | 3.22% | 20,970,745 | +528,421 | Added |
| Alphabet Inc. (GOOGL) | $4.7B | 3.02% | 13,098,297 | +304,920 | Added |
| Alphabet Inc. (GOOG) | $3.7B | 2.40% | 10,550,690 | -62,122 | Trimmed |
| Broadcom Inc. (AVGO) | $3.6B | 2.34% | 9,612,865 | +230,159 | Added |
| Invesco Exch Traded FD Trust II (PBUS) | $3.5B | 2.29% | 47,382,366 | 0 | Held |
| Micron Technology Inc. (MU) | $3.3B | 2.15% | 2,886,160 | +10,108 | Added |
| iShares Core S&P 500 ETF (IVV) | $3.1B | 1.99% | 4,119,355 | 0 | Held |
| Meta Platforms, Inc. (META) | $2.7B | 1.76% | 4,850,873 | +155,422 | Added |
| Tesla, Inc. (TSLA) | $2.5B | 1.63% | 6,022,001 | +131,341 | Added |
| Advanced Micro Devices Inc. (AMD) | $2.1B | 1.35% | 3,600,765 | +49,053 | Added |
| Eli Lilly & Co. (LLY) | $2.0B | 1.30% | 1,682,782 | +21,556 | Added |
| JPMorgan Chase & Co. (JPM) | $1.8B | 1.17% | 5,549,588 | +36,291 | Added |
| Lam Research Corp. (LRCX) | $1.5B | 0.94% | 3,362,878 | -1,732 | Held |
| Applied Materials Inc. (AMAT) | $1.4B | 0.92% | 1,962,051 | +9,763 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $1.4B | 0.91% | 2,804,925 | +72,317 | Added |
| Intel Corp. (INTC) | $1.4B | 0.90% | 9,999,492 | -204,171 | Trimmed |
| Johnson & Johnson (JNJ) | $1.3B | 0.86% | 5,226,968 | +67,484 | Added |
| ExxonMobil Holdings Corp. (XOM) | $1.3B | 0.85% | 9,664,021 | +166,268 | Added |
| Visa Inc. (V) | $1.2B | 0.77% | 3,456,128 | +57,299 | Added |
| Walmart Inc. (WMT) | $1.2B | 0.75% | 10,314,166 | +345,123 | Added |
| Cisco Systems, Inc. (CSCO) | $1.1B | 0.74% | 9,713,396 | +90,474 | Added |
| KLA Corp. (KLAC) | $1.1B | 0.71% | 3,634,859 | -2,151 | Held |
| Caterpillar Inc. (CAT) | $1.1B | 0.69% | 1,010,122 | +21,406 | Added |
| AbbVie Inc. (ABBV) | $1.0B | 0.65% | 4,009,573 | +59,876 | Added |
| General Electric Co. (GE) | $910.5M | 0.59% | 2,436,124 | +45,416 | Added |
| Costco Wholesale Corp. (COST) | $904.3M | 0.58% | 966,727 | +33,151 | Added |
| Mastercard Inc. (MA) | $887.0M | 0.57% | 1,727,014 | +5,551 | Added |
| Bank of America Corp. (BAC) | $885.3M | 0.57% | 15,536,432 | +46,375 | Added |
| Western Digital Corp. (WDC) | $882.0M | 0.57% | 1,380,902 | -57,060 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $833.1M | 0.54% | 2,796,524 | -72,340 | Trimmed |
| Procter & Gamble Co. (PG) | $826.9M | 0.53% | 5,639,311 | +167,621 | Added |
| UnitedHealth Group Inc. (UNH) | $818.9M | 0.53% | 1,970,332 | +23,027 | Added |
| Seagate Technology Holdings plc (STX) | $805.5M | 0.52% | 834,705 | +6,944 | Added |
| Home Depot, Inc. (HD) | $791.2M | 0.51% | 2,243,280 | +53,737 | Added |
| Coca-Cola Co. (KO) | $759.9M | 0.49% | 9,350,248 | +62,470 | Added |
| T Rowe Price ETF Inc. (TGRW) | $754.7M | 0.49% | 15,814,477 | 0 | Held |
| Chevron Corp. (CVX) | $750.2M | 0.48% | 4,525,852 | +46,519 | Added |
| Merck & Co., Inc. (MRK) | $744.2M | 0.48% | 5,791,782 | +29,696 | Added |
| Netflix Inc. (NFLX) | $693.9M | 0.45% | 9,718,007 | +262,088 | Added |
| Goldman Sachs Group Inc. (GS) | $678.1M | 0.44% | 670,463 | -4,374 | Trimmed |
| Philip Morris International Inc. (PM) | $675.3M | 0.43% | 3,732,937 | +120,021 | Added |
| Harbor ETF Trust (INFO) | $668.0M | 0.43% | 24,565,625 | 0 | Held |
| Palo Alto Networks Inc. (PANW) | $667.0M | 0.43% | 1,955,902 | -195,431 | Trimmed |
| GE Vernova Inc. (GEV) | $663.3M | 0.43% | 564,585 | +16,218 | Added |
| International Business Machines Corp. (IBM) | $660.8M | 0.43% | 2,349,975 | +64,858 | Added |
| Texas Instruments Inc. (TXN) | $632.1M | 0.41% | 2,120,680 | +19,158 | Added |
| Advisors Inner Circle FD (LSVD) | $627.4M | 0.41% | 18,162,000 | 0 | Held |
| Linde plc (LIN) | $623.7M | 0.40% | 1,201,908 | +2,253 | Added |
| Morgan Stanley (MS) | $618.9M | 0.40% | 2,960,629 | +8,212 | Added |
| Palantir Technologies Inc. (PLTR) | $610.6M | 0.39% | 5,233,929 | +49,905 | Added |
| Wells Fargo & Company (WFC) | $605.5M | 0.39% | 7,327,199 | +4,635 | Held |
| Space Exploration Technologies Corp. (SPCX) | $598.0M | 0.39% | 3,500,000 | +3,500,000 | New position |
| Amphenol Corp. (APH) | $595.6M | 0.38% | 3,378,080 | +53,454 | Added |
| Oracle Corp. (ORCL) | $567.8M | 0.37% | 3,874,480 | +100,036 | Added |
| Analog Devices Inc. (ADI) | $557.0M | 0.36% | 1,402,309 | -799 | Held |
| RTX Corp. (RTX) | $555.8M | 0.36% | 2,929,485 | +101,496 | Added |
| Citigroup Inc. (C) | $554.1M | 0.36% | 3,959,126 | -91,981 | Trimmed |
| Corning Inc. (GLW) | $542.6M | 0.35% | 2,124,412 | -68,698 | Trimmed |
| Arista Networks, Inc. (ANET) | $521.3M | 0.34% | 3,068,874 | +57,390 | Added |
| iShares MSCI Spain ETF (EWP) | $480.6M | 0.31% | 8,092,278 | 0 | Held |
| Qualcomm Inc. (QCOM) | $475.2M | 0.31% | 2,571,530 | +19,095 | Added |
| Amgen Inc. (AMGN) | $465.7M | 0.30% | 1,286,149 | +12,260 | Added |
| Welltower Inc. (WELL) | $457.4M | 0.29% | 2,015,067 | +62,043 | Added |
| PepsiCo Inc. (PEP) | $456.1M | 0.29% | 3,368,195 | +137,186 | Added |
| NextEra Energy Inc. (NEE) | $455.2M | 0.29% | 5,186,827 | +89,308 | Added |
| Verizon Communications Inc. (VZ) | $453.7M | 0.29% | 10,714,909 | +129,613 | Added |
| T Rowe Price ETF Inc. (TSPA) | $452.2M | 0.29% | 9,513,375 | 0 | Held |
| McDonald's Corp. (MCD) | $448.3M | 0.29% | 1,658,379 | +43,114 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $422.1M | 0.27% | 841,947 | +12,295 | Added |
| Walt Disney Co. (DIS) | $417.5M | 0.27% | 4,337,598 | +104,339 | Added |
| Charles Schwab Corp. (SCHW) | $416.4M | 0.27% | 4,513,138 | +29,028 | Added |
| TJX Companies Inc. (TJX) | $406.9M | 0.26% | 2,686,071 | +41,029 | Added |
| American Express Co. (AXP) | $402.9M | 0.26% | 1,191,145 | +9,873 | Added |
| Deere & Co. (DE) | $402.3M | 0.26% | 634,248 | +2,816 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $396.2M | 0.26% | 519,230 | +3,109 | Added |
| Chubb Ltd. (CB) | $391.2M | 0.25% | 1,148,011 | -13,190 | Trimmed |
| Gilead Sciences, Inc. (GILD) | $386.9M | 0.25% | 3,062,393 | +40,925 | Added |
| Prologis, Inc. (PLD) | $383.7M | 0.25% | 2,832,204 | +29,124 | Added |
| Abbott Laboratories (ABT) | $381.9M | 0.25% | 4,208,467 | +114,105 | Added |
| Union Pacific Corp. (UNP) | $377.0M | 0.24% | 1,386,156 | +38,296 | Added |
| AT&T Inc. (T) | $369.4M | 0.24% | 17,847,086 | +442,283 | Added |
| Eaton Corp. plc (ETN) | $368.5M | 0.24% | 864,731 | +29,436 | Added |
| Boeing Co. (BA) | $360.6M | 0.23% | 1,666,045 | +17,061 | Added |
| Altria Group, Inc. (MO) | $359.7M | 0.23% | 4,998,800 | +134,828 | Added |
| Booking Holdings Inc. (BKNG) | $359.4M | 0.23% | 2,016,221 | +58,871 | Added |
| Parker-Hannifin Corp. (PH) | $359.1M | 0.23% | 367,138 | +10,590 | Added |
| CVS Health Corp. (CVS) | $352.2M | 0.23% | 3,404,216 | -15,397 | Trimmed |
| Pfizer Inc. (PFE) | $349.9M | 0.23% | 14,530,439 | +181,151 | Added |
| ConocoPhillips (COP) | $342.2M | 0.22% | 3,291,731 | +74,781 | Added |
| Lockheed Martin Corp. (LMT) | $331.3M | 0.21% | 650,340 | +15,807 | Added |
| Equinix Inc. (EQIX) | $331.3M | 0.21% | 317,816 | -1,434 | Trimmed |
| Uber Technologies, Inc. (UBER) | $328.7M | 0.21% | 4,555,765 | -17,311 | Trimmed |
| Newmont Corp. (NEM) | $328.6M | 0.21% | 3,518,181 | +44,258 | Added |
| Salesforce, Inc. (CRM) | $322.3M | 0.21% | 2,057,099 | -106,284 | Trimmed |
| Royal Caribbean Cruises Ltd. (RCL) | $322.1M | 0.21% | 1,014,363 | +14,548 | Added |
| Bank of New York Mellon Corp. (BNY) | $321.5M | 0.21% | 2,223,062 | -18,754 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $321.4M | 0.21% | 5,578,135 | +46,936 | Added |