| Microsoft Corp. (MSFT) | $2.1B | 6.36% | 4,191,760 | -493,586 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.9B | 5.51% | 7,477,264 | +573,611 | Added |
| NVIDIA Corp. (NVDA) | $1.8B | 5.18% | 7,663,011 | -790,766 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.5B | 4.54% | 4,463,569 | -1,027,896 | Trimmed |
| Apple Inc. (AAPL) | $1.1B | 3.37% | 3,422,925 | -895,325 | Trimmed |
| Deere & Co. (DE) | $991.4M | 2.93% | 1,476,262 | -163,866 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $987.8M | 2.92% | 1,463,282 | -176,307 | Trimmed |
| Waste Management Inc. (WM) | $889.6M | 2.63% | 4,362,257 | -429,748 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $885.2M | 2.62% | 1,446,966 | -882,557 | Trimmed |
| Mastercard Inc. (MA) | $875.8M | 2.59% | 1,588,124 | +7,846 | Added |
| Broadcom Inc. (AVGO) | $848.2M | 2.51% | 2,415,076 | +300,017 | Added |
| Applied Materials Inc. (AMAT) | $827.8M | 2.45% | 1,618,826 | -912,921 | Trimmed |
| Danaher Corp. (DHR) | $752.9M | 2.23% | 3,398,552 | -275,655 | Trimmed |
| Linde plc (LIN) | $692.8M | 2.05% | 1,459,707 | -126,591 | Trimmed |
| DoorDash, Inc. (DASH) | $690.0M | 2.04% | 3,759,024 | -127,481 | Trimmed |
| KLA Corp. (KLAC) | $686.6M | 2.03% | 3,522,142 | -880,929 | Trimmed |
| Meta Platforms, Inc. (META) | $678.9M | 2.01% | 936,246 | +926,565 | Added |
| W.W. Grainger, Inc. (GWW) | $674.0M | 1.99% | 541,045 | -61,730 | Trimmed |
| Bank of America Corp. (BAC) | $669.6M | 1.98% | 12,302,804 | -1,300,957 | Trimmed |
| S&P Global Inc. (SPGI) | $635.3M | 1.88% | 1,610,451 | +142,220 | Added |
| Intercontinental Exchange, Inc. (ICE) | $634.9M | 1.88% | 4,176,272 | -480,099 | Trimmed |
| Ferguson Enterprises Inc. (FERG) | $564.6M | 1.67% | 2,536,045 | -297,380 | Trimmed |
| Stryker Corp. (SYK) | $563.0M | 1.67% | 2,044,522 | +120,008 | Added |
| Synopsys Inc. (SNPS) | $552.3M | 1.63% | 1,269,779 | -139,121 | Trimmed |
| Eli Lilly & Co. (LLY) | $545.4M | 1.61% | 471,353 | -54,111 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $541.5M | 1.60% | 1,187,107 | +827,413 | Added |
| Vulcan Materials Co. (VMC) | $527.3M | 1.56% | 2,155,453 | +262,159 | Added |
| Costco Wholesale Corp. (COST) | $509.5M | 1.51% | 559,687 | -65,363 | Trimmed |
| Hubbell Inc. (HUBB) | $476.1M | 1.41% | 1,049,681 | -22,889 | Trimmed |
| Marriott International Inc. (MAR) | $459.5M | 1.36% | 1,291,990 | -174,956 | Trimmed |
| AstraZeneca PLC (AZN) | $446.4M | 1.32% | 2,764,848 | +2,135,690 | Added |
| GE Vernova Inc. (GEV) | $406.3M | 1.20% | 427,490 | -24,394 | Trimmed |
| TJX Companies Inc. (TJX) | $402.6M | 1.19% | 3,042,661 | +3,042,661 | New position |
| Autozone Inc. (AZO) | $379.1M | 1.12% | 133,956 | -47,453 | Trimmed |
| Sherwin Williams Co. (SHW) | $351.2M | 1.04% | 1,086,346 | -86,855 | Trimmed |
| Old Dominion Freight Line, Inc. (ODFL) | $349.2M | 1.03% | 2,008,615 | -127,571 | Trimmed |
| Home Depot, Inc. (HD) | $333.2M | 0.99% | 1,171,365 | -676,488 | Trimmed |
| Cintas Corp. (CTAS) | $326.2M | 0.96% | 1,672,553 | +1,672,553 | New position |
| Bank of New York Mellon Corp. (BNY) | $232.4M | 0.69% | 1,607,124 | -480,725 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $178.7M | 0.53% | 540,099 | -22,599 | Trimmed |
| Verizon Communications Inc. (VZ) | $162.0M | 0.48% | 3,531,015 | +293,786 | Added |
| Coca-Cola Co. (KO) | $158.6M | 0.47% | 1,842,302 | -2,611 | Trimmed |
| CBRE Group, Inc. (CBRE) | $148.0M | 0.44% | 1,152,161 | -152,800 | Trimmed |
| Williams Companies, Inc. (WMB) | $147.4M | 0.44% | 2,168,683 | +996,448 | Added |
| CMS Energy Corp. (CMS) | $144.9M | 0.43% | 2,297,350 | +77,615 | Added |
| Brookfield Renewable Corp. Class A Ex Sub VTG (BEPC) | $142.8M | 0.42% | 5,059,297 | +30,489 | Added |
| Micron Technology Inc. (MU) | $130.7M | 0.39% | 122,681 | -10,000 | Trimmed |
| Sysco Corp. (SYY) | $124.7M | 0.37% | 1,599,994 | -14,804 | Trimmed |
| Charles Schwab Corp. (SCHW) | $122.0M | 0.36% | 1,247,826 | -10,600 | Trimmed |
| Union Pacific Corp. (UNP) | $121.8M | 0.36% | 447,739 | -2,136 | Trimmed |
| Citigroup Inc. (C) | $106.3M | 0.32% | 820,966 | +63 | Held |
| Cigna Group (CI) | $102.1M | 0.30% | 375,448 | +15,082 | Added |
| Agilent Technologies, Inc. (A) | $99.3M | 0.29% | 576,298 | -30,800 | Trimmed |
| Progressive Corp. (PGR) | $98.9M | 0.29% | 477,065 | +749 | Added |
| Cummins Inc. (CMI) | $98.6M | 0.29% | 190,833 | -17,740 | Trimmed |
| Intel Corp. (INTC) | $98.2M | 0.29% | 816,653 | -76,757 | Trimmed |
| Western Digital Corp. (WDC) | $98.1M | 0.29% | 215,851 | +17,379 | Added |
| CME Group Inc. (CME) | $89.0M | 0.26% | 339,563 | -5,869 | Trimmed |
| US Foods Holding Corp. (USFD) | $83.3M | 0.25% | 902,900 | -50,064 | Trimmed |
| Edwards Lifesciences Corp. (EW) | $83.2M | 0.25% | 963,362 | -52,268 | Trimmed |
| FedEx Corp. (FDX) | $82.1M | 0.24% | 287,975 | +1,460 | Added |
| Guidewire Software, Inc. (GWRE) | $80.5M | 0.24% | 564,574 | -30,309 | Trimmed |
| Abbott Laboratories (ABT) | $77.9M | 0.23% | 788,081 | +137,453 | Added |
| Cboe Global Markets, Inc. (CBOE) | $75.2M | 0.22% | 273,212 | -18,613 | Trimmed |
| Republic Services, Inc. (RSG) | $74.5M | 0.22% | 354,977 | +5,823 | Added |
| Visa Inc. (V) | $72.6M | 0.21% | 202,081 | -109,655 | Trimmed |
| Walmart Inc. (WMT) | $72.3M | 0.21% | 695,966 | -8,462 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $71.4M | 0.21% | 194,509 | -1,589 | Trimmed |
| NXP Semiconductors N.V. (NXPI) | $71.3M | 0.21% | 300,015 | -17,989 | Trimmed |
| Hilton Worldwide Holdings Inc. (HLT) | $68.7M | 0.20% | 216,043 | -11,048 | Trimmed |
| Boston Scientific Corp. (BSX) | $66.3M | 0.20% | 1,519,438 | +344,639 | Added |
| Xylem Inc. (XYL) | $65.7M | 0.19% | 648,551 | -41,675 | Trimmed |
| Snowflake Inc. (SNOW) | $65.1M | 0.19% | 191,787 | -7,249 | Trimmed |
| W. R. Berkley Corp. (WRB) | $65.0M | 0.19% | 961,856 | +182,085 | Added |
| CNH Industrial N.V. (CNH) | $63.6M | 0.19% | 4,951,699 | -357,852 | Trimmed |
| Nice Ltd (NICE) | $62.7M | 0.19% | 563,620 | -3,517 | Trimmed |
| Ingersoll Rand Inc. (IR) | $61.9M | 0.18% | 823,873 | +212,015 | Added |
| Oracle Corp. (ORCL) | $60.3M | 0.18% | 439,170 | -1,636,221 | Trimmed |
| Liberty Media Corp. Del (FWONK) | $58.3M | 0.17% | 631,445 | +631,445 | New position |
| Lam Research Corp. (LRCX) | $56.9M | 0.17% | 173,348 | -12,169 | Trimmed |
| Willis Towers Watson plc (WTW) | $56.1M | 0.17% | 194,748 | -160,431 | Trimmed |
| StandardAero, Inc. (SARO) | $53.8M | 0.16% | 2,521,657 | -119,917 | Trimmed |
| Truist Financial Corp. (TFC) | $52.7M | 0.16% | 1,137,294 | -76,715 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $49.1M | 0.14% | 575,386 | -157 | Held |
| Allstate Corp. (ALL) | $48.4M | 0.14% | 218,020 | -14,707 | Trimmed |
| Medline Inc. (MDLN) | $45.0M | 0.13% | 1,296,150 | -61,739 | Trimmed |
| Robinhood Markets, Inc. (HOOD) | $42.3M | 0.13% | 376,071 | -78,024 | Trimmed |
| D.R. Horton, Inc. (DHI) | $42.2M | 0.13% | 308,573 | -20,815 | Trimmed |
| Realty Income Corp. (O) | $40.6M | 0.12% | 748,491 | -10,891,787 | Trimmed |
| Dick's Sporting Goods, Inc. (DKS) | $40.3M | 0.12% | 300,300 | -15,849 | Trimmed |
| Autodesk, Inc. (ADSK) | $40.3M | 0.12% | 192,694 | -12,932 | Trimmed |
| Royal Caribbean Cruises Ltd. (RCL) | $38.5M | 0.11% | 144,694 | -9,761 | Trimmed |
| Natera, Inc. (NTRA) | $31.5M | 0.09% | 76,158 | -1,418 | Trimmed |
| Teradyne, Inc. (TER) | $31.3M | 0.09% | 78,023 | -383 | Trimmed |
| Cloudflare, Inc. (NET) | $30.8M | 0.09% | 88,802 | -1,420 | Trimmed |
| Datadog, Inc. (DDOG) | $30.6M | 0.09% | 111,670 | -18,557 | Trimmed |
| Rockwell Automation, Inc. (ROK) | $26.4M | 0.08% | 60,648 | -297 | Trimmed |
| Monolithic Power Systems, Inc. (MPWR) | $23.6M | 0.07% | 17,481 | -85 | Trimmed |
| Twist Bioscience Corp. (TWST) | $22.6M | 0.07% | 116,782 | -3,219 | Trimmed |
| Insulet Corp. (PODD) | $22.3M | 0.07% | 170,820 | -6,999 | Trimmed |