| NVIDIA Corp. (NVDA) | $1.2B | 8.93% | 6,445,126 | +913,687 | Added |
| Microsoft Corp. (MSFT) | $979.1M | 7.27% | 1,890,343 | +281,440 | Added |
| Apple Inc. (AAPL) | $773.4M | 5.74% | 3,037,520 | +39,781 | Added |
| Alphabet Inc. (GOOGL) | $490.3M | 3.64% | 2,016,975 | +164,802 | Added |
| Meta Platforms, Inc. (META) | $413.4M | 3.07% | 562,907 | +29,766 | Added |
| Amazon.com Inc. (AMZN) | $390.5M | 2.90% | 1,778,316 | +34,765 | Added |
| JPMorgan Chase & Co. (JPM) | $305.0M | 2.27% | 966,969 | +99,179 | Added |
| iShares Trust (SHY) | $295.1M | 2.19% | 3,557,000 | +190,000 | Added |
| Broadcom Inc. (AVGO) | $275.7M | 2.05% | 835,668 | +104,294 | Added |
| Union Pacific Corp. (UNP) | $213.5M | 1.59% | 903,346 | +413,344 | Added |
| Tesla, Inc. (TSLA) | $184.4M | 1.37% | 414,632 | -19,204 | Trimmed |
| Alphabet Inc. (GOOG) | $166.4M | 1.24% | 683,249 | -67,654 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $157.3M | 1.17% | 312,842 | -74,166 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $143.3M | 1.06% | 1,270,762 | +124,353 | Added |
| Mastercard Inc. (MA) | $129.9M | 0.96% | 228,286 | +9,171 | Added |
| Honeywell International Inc. (HON) | $117.2M | 0.87% | 556,982 | +175,274 | Added |
| Goldman Sachs Group Inc. (GS) | $115.6M | 0.86% | 145,151 | +52,873 | Added |
| Palo Alto Networks Inc. (PANW) | $103.9M | 0.77% | 510,132 | +232,126 | Added |
| State Street Corp. (STT) | $102.1M | 0.76% | 880,356 | +116,261 | Added |
| Eli Lilly & Co. (LLY) | $98.9M | 0.73% | 129,683 | +40,191 | Added |
| Visa Inc. (V) | $97.6M | 0.72% | 285,809 | +28,749 | Added |
| Lowe's Companies Inc. (LOW) | $95.9M | 0.71% | 381,618 | -15,476 | Trimmed |
| Home Depot, Inc. (HD) | $88.2M | 0.66% | 217,699 | -38,173 | Trimmed |
| Motorola Solutions, Inc. (MSI) | $86.1M | 0.64% | 188,392 | -56,982 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $82.4M | 0.61% | 168,120 | +57,868 | Added |
| Bank of America Corp. (BAC) | $82.1M | 0.61% | 1,591,214 | +1,121,696 | Added |
| Lam Research Corp. (LRCX) | $80.6M | 0.60% | 601,857 | +148,111 | Added |
| Netflix Inc. (NFLX) | $79.9M | 0.59% | 66,637 | +16,613 | Added |
| Synopsys Inc. (SNPS) | $79.5M | 0.59% | 161,081 | +48,416 | Added |
| Walmart Inc. (WMT) | $78.9M | 0.59% | 766,051 | -27,806 | Trimmed |
| Procter & Gamble Co. (PG) | $76.4M | 0.57% | 497,149 | +167,572 | Added |
| Palantir Technologies Inc. (PLTR) | $71.9M | 0.53% | 394,141 | -21,261 | Trimmed |
| Intuit Inc. (INTU) | $70.9M | 0.53% | 103,868 | -15,645 | Trimmed |
| Citigroup Inc. (C) | $70.8M | 0.53% | 697,116 | +408,954 | Added |
| argenx SE (ARGX) | $70.6M | 0.52% | 95,723 | +18,982 | Added |
| Charles Schwab Corp. (SCHW) | $70.2M | 0.52% | 735,027 | +219,093 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $66.8M | 0.50% | 137,676 | +4,223 | Added |
| Fidelity National Information Services, Inc. (FIS) | $63.2M | 0.47% | 958,057 | +366,178 | Added |
| Qualcomm Inc. (QCOM) | $63.1M | 0.47% | 379,074 | -139,456 | Trimmed |
| ServiceNow, Inc. (NOW) | $62.9M | 0.47% | 68,353 | +2,886 | Added |
| Fortinet, Inc. (FTNT) | $62.2M | 0.46% | 740,352 | +143,187 | Added |
| Costco Wholesale Corp. (COST) | $60.6M | 0.45% | 65,440 | +12,529 | Added |
| Yum China Holdings, Inc. (YUMC) | $60.2M | 0.45% | 176,450 | -720,150 | Trimmed |
| Prologis, Inc. (PLD) | $58.5M | 0.43% | 510,719 | +299,175 | Added |
| General Electric Co. (GE) | $57.7M | 0.43% | 191,757 | +165,304 | Added |
| C. H. Robinson Worldwide, Inc. (CHRW) | $57.4M | 0.43% | 433,837 | +28,509 | Added |
| CME Group Inc. (CME) | $56.4M | 0.42% | 208,895 | +49,105 | Added |
| Morgan Stanley (MS) | $56.4M | 0.42% | 354,676 | +135,236 | Added |
| Wells Fargo & Company (WFC) | $56.1M | 0.42% | 669,732 | +480,494 | Added |
| Arista Networks, Inc. (ANET) | $56.1M | 0.42% | 384,872 | -109,526 | Trimmed |
| Johnson & Johnson (JNJ) | $54.9M | 0.41% | 295,917 | -81,501 | Trimmed |
| Firstenergy Corp. (FE) | $53.8M | 0.40% | 1,173,664 | +144,171 | Added |
| Roper Technologies Inc. (ROP) | $53.3M | 0.40% | 106,883 | +14,522 | Added |
| Illinois Tool Works Inc. (ITW) | $53.2M | 0.40% | 203,987 | +618 | Added |
| Salesforce, Inc. (CRM) | $53.2M | 0.40% | 224,273 | -45,525 | Trimmed |
| Rockwell Automation, Inc. (ROK) | $52.9M | 0.39% | 151,212 | -2,236 | Trimmed |
| Comcast Corp. (CMCSA) | $52.2M | 0.39% | 1,661,212 | +351,279 | Added |
| Westinghouse Air Brake Technologies Corp. (WAB) | $51.1M | 0.38% | 254,772 | +9,422 | Added |
| Abbott Laboratories (ABT) | $49.3M | 0.37% | 368,351 | -4,473 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $49.2M | 0.37% | 142,562 | +5,626 | Added |
| Cloudflare, Inc. (NET) | $48.5M | 0.36% | 226,099 | +27,815 | Added |
| PepsiCo Inc. (PEP) | $48.5M | 0.36% | 345,243 | -112,722 | Trimmed |
| Booking Holdings Inc. (BKNG) | $48.1M | 0.36% | 8,909 | -881 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $47.8M | 0.35% | 698,986 | -86,402 | Trimmed |
| Digital Realty Trust, Inc. (DLR) | $47.6M | 0.35% | 275,554 | -28,790 | Trimmed |
| CCC Intelligent Solutions Holdings Inc. (CCC) | $46.9M | 0.35% | 5,150,524 | +1,507,040 | Added |
| Airbnb, Inc. (ABNB) | $46.5M | 0.34% | 382,598 | +196,320 | Added |
| Paccar Inc. (PCAR) | $44.4M | 0.33% | 451,267 | +39,048 | Added |
| Bristol-Myers Squibb Co. (BMY) | $43.7M | 0.32% | 968,833 | -242,506 | Trimmed |
| Amgen Inc. (AMGN) | $43.0M | 0.32% | 152,515 | +33,763 | Added |
| Kimberly Clark Corp. (KMB) | $42.9M | 0.32% | 345,243 | -21,514 | Trimmed |
| Oracle Corp. (ORCL) | $41.7M | 0.31% | 148,263 | +46,729 | Added |
| Adobe Inc. (ADBE) | $41.4M | 0.31% | 117,332 | +5,563 | Added |
| Aramark (ARMK) | $41.2M | 0.31% | 1,072,667 | +150,590 | Added |
| HDFC Bank Limited (HDB) | $40.9M | 0.30% | 1,197,800 | 0 | Held |
| KLA Corp. (KLAC) | $39.8M | 0.30% | 36,929 | -12,624 | Trimmed |
| Vici Properties Inc. (VICI) | $39.6M | 0.29% | 1,215,130 | +1,215,130 | New position |
| Autodesk, Inc. (ADSK) | $38.5M | 0.29% | 121,144 | -1,675 | Trimmed |
| Resmed Inc. (RMD) | $38.1M | 0.28% | 139,069 | -44,744 | Trimmed |
| ConocoPhillips (COP) | $37.6M | 0.28% | 397,505 | -35,503 | Trimmed |
| McKesson Corp. (MCK) | $37.3M | 0.28% | 48,251 | +33,170 | Added |
| American Tower Corp. (AMT) | $36.6M | 0.27% | 190,464 | +45,567 | Added |
| Merck & Co., Inc. (MRK) | $36.3M | 0.27% | 432,527 | -41,514 | Trimmed |
| Moody's Corp. (MCO) | $35.6M | 0.26% | 74,741 | -4,351 | Trimmed |
| Datadog, Inc. (DDOG) | $35.2M | 0.26% | 247,398 | +8,384 | Added |
| Gen Digital Inc. (GEN) | $35.1M | 0.26% | 1,235,780 | -212,629 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $34.8M | 0.26% | 118,472 | +44,414 | Added |
| Verizon Communications Inc. (VZ) | $34.7M | 0.26% | 790,228 | +634,585 | Added |
| Advanced Micro Devices Inc. (AMD) | $34.2M | 0.25% | 211,655 | +42,939 | Added |
| Zscaler, Inc. (ZS) | $33.3M | 0.25% | 110,961 | +6,886 | Added |
| Ameriprise Financial Inc. (AMP) | $32.9M | 0.24% | 66,996 | -275 | Trimmed |
| SPDR Gold Trust (GLD) | $32.9M | 0.24% | 92,501 | +39,520 | Added |
| HCA Healthcare, Inc. (HCA) | $32.7M | 0.24% | 76,784 | +18,666 | Added |
| 3M Co. (MMM) | $32.4M | 0.24% | 208,469 | +64,973 | Added |
| EOG Resources Inc. (EOG) | $32.1M | 0.24% | 286,330 | -17,397 | Trimmed |
| IDEXX Laboratories Inc. (IDXX) | $31.6M | 0.23% | 49,500 | -37,606 | Trimmed |
| T-Mobile US, Inc. (TMUS) | $30.6M | 0.23% | 127,860 | -32,534 | Trimmed |
| International Business Machines Corp. (IBM) | $29.5M | 0.22% | 104,527 | +46,921 | Added |
| Cintas Corp. (CTAS) | $29.2M | 0.22% | 142,237 | -45,099 | Trimmed |
| Progressive Corp. (PGR) | $29.0M | 0.21% | 117,487 | -15,078 | Trimmed |