| NVIDIA Corp. (NVDA) | $1.0B | 8.34% | 5,057,898 | -1,153,303 | Trimmed |
| Apple Inc. (AAPL) | $630.6M | 5.20% | 2,179,376 | -358,779 | Trimmed |
| Microsoft Corp. (MSFT) | $586.3M | 4.83% | 1,571,707 | -195,943 | Trimmed |
| Alphabet Inc. (GOOGL) | $553.9M | 4.56% | 1,549,806 | -261,260 | Trimmed |
| Broadcom Inc. (AVGO) | $374.2M | 3.08% | 990,679 | -69,426 | Trimmed |
| Bank of America Corp. (BAC) | $355.6M | 2.93% | 6,240,214 | -641,964 | Trimmed |
| Meta Platforms, Inc. (META) | $335.3M | 2.76% | 595,307 | -35,795 | Trimmed |
| Amazon.com Inc. (AMZN) | $319.1M | 2.63% | 1,338,660 | -84,582 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $231.3M | 1.91% | 706,660 | -54,048 | Trimmed |
| Alphabet Inc. (GOOG) | $190.6M | 1.57% | 539,424 | -78,003 | Trimmed |
| Micron Technology Inc. (MU) | $187.9M | 1.55% | 162,767 | -13,423 | Trimmed |
| Union Pacific Corp. (UNP) | $167.3M | 1.38% | 615,202 | -319,150 | Trimmed |
| Motorola Solutions, Inc. (MSI) | $145.1M | 1.20% | 349,325 | -1,084 | Trimmed |
| Tesla, Inc. (TSLA) | $143.8M | 1.19% | 341,989 | -43,473 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $130.7M | 1.08% | 224,942 | -4,334 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $123.5M | 1.02% | 122,140 | -12,319 | Trimmed |
| Eli Lilly & Co. (LLY) | $121.7M | 1.00% | 101,506 | +474 | Added |
| Lowe's Companies Inc. (LOW) | $108.0M | 0.89% | 489,648 | -114,139 | Trimmed |
| Caterpillar Inc. (CAT) | $101.5M | 0.84% | 95,344 | +13,997 | Added |
| Lam Research Corp. (LRCX) | $100.7M | 0.83% | 232,275 | -77,330 | Trimmed |
| Synopsys Inc. (SNPS) | $97.5M | 0.80% | 218,492 | -13,952 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $92.9M | 0.77% | 272,486 | -45,434 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $91.8M | 0.76% | 183,097 | -41,545 | Trimmed |
| Aramark (ARMK) | $88.1M | 0.73% | 1,549,071 | -2,147,698 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $87.4M | 0.72% | 639,519 | -11,014 | Trimmed |
| Johnson & Johnson (JNJ) | $82.9M | 0.68% | 326,298 | +290,242 | Added |
| Visa Inc. (V) | $81.0M | 0.67% | 236,110 | -14,254 | Trimmed |
| argenx SE (ARGX) | $80.8M | 0.67% | 87,050 | -16,762 | Trimmed |
| Intel Corp. (INTC) | $79.5M | 0.66% | 569,422 | +284,957 | Added |
| Citigroup Inc. (C) | $79.2M | 0.65% | 566,199 | -39,725 | Trimmed |
| C. H. Robinson Worldwide, Inc. (CHRW) | $78.7M | 0.65% | 417,733 | -13,037 | Trimmed |
| Home Depot, Inc. (HD) | $76.8M | 0.63% | 217,682 | +41,922 | Added |
| Honeywell International Inc. (HON) | $74.0M | 0.61% | 330,390 | -400,214 | Trimmed |
| Honeywell Aerospace Inc. (HONA) | $73.1M | 0.60% | 330,634 | +330,634 | New position |
| Applied Materials Inc. (AMAT) | $72.7M | 0.60% | 100,567 | +12,610 | Added |
| Morgan Stanley (MS) | $72.6M | 0.60% | 347,508 | -52,913 | Trimmed |
| AbbVie Inc. (ABBV) | $71.0M | 0.58% | 281,982 | -12,217 | Trimmed |
| Colgate-Palmolive Co. (CL) | $66.3M | 0.55% | 722,990 | +628,986 | Added |
| Illinois Tool Works Inc. (ITW) | $65.8M | 0.54% | 243,244 | -19,591 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $65.4M | 0.54% | 85,735 | -5,728 | Trimmed |
| KLA Corp. (KLAC) | $64.4M | 0.53% | 213,553 | +11,843 | Added |
| Costco Wholesale Corp. (COST) | $62.9M | 0.52% | 67,206 | -8,897 | Trimmed |
| CME Group Inc. (CME) | $62.9M | 0.52% | 284,615 | -43,150 | Trimmed |
| McDonald's Corp. (MCD) | $62.5M | 0.52% | 231,246 | +142,662 | Added |
| PepsiCo Inc. (PEP) | $62.1M | 0.51% | 458,485 | -30,503 | Trimmed |
| Alnylam Pharmaceuticals, Inc. (ALNY) | $58.9M | 0.48% | 195,709 | -75,710 | Trimmed |
| General Electric Co. (GE) | $58.2M | 0.48% | 155,694 | -56,728 | Trimmed |
| Westinghouse Air Brake Technologies Corp. (WAB) | $58.0M | 0.48% | 215,219 | -196,024 | Trimmed |
| Mastercard Inc. (MA) | $53.7M | 0.44% | 104,464 | -96,182 | Trimmed |
| Fortinet, Inc. (FTNT) | $53.4M | 0.44% | 347,389 | -157,222 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $52.7M | 0.43% | 126,804 | +85,925 | Added |
| Prologis, Inc. (PLD) | $52.5M | 0.43% | 387,840 | +27,949 | Added |
| Wells Fargo & Company (WFC) | $52.0M | 0.43% | 629,686 | -63,804 | Trimmed |
| Netflix Inc. (NFLX) | $51.9M | 0.43% | 727,303 | +52,667 | Added |
| Bristol-Myers Squibb Co. (BMY) | $47.7M | 0.39% | 827,889 | -105,427 | Trimmed |
| RTX Corp. (RTX) | $45.0M | 0.37% | 237,130 | +120,541 | Added |
| Amphenol Corp. (APH) | $44.2M | 0.36% | 250,408 | -11,981 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $41.2M | 0.34% | 351,052 | -226,580 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $39.3M | 0.32% | 336,657 | -45,991 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $38.9M | 0.32% | 77,755 | -197,715 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $37.3M | 0.31% | 166,508 | +20,937 | Added |
| Philip Morris International Inc. (PM) | $36.7M | 0.30% | 202,880 | +195,747 | Added |
| Datadog, Inc. (DDOG) | $35.2M | 0.29% | 135,380 | -27,884 | Trimmed |
| Sandisk Corp. (SNDK) | $35.1M | 0.29% | 15,420 | +4,239 | Added |
| Western Digital Corp. (WDC) | $33.6M | 0.28% | 52,616 | +9,581 | Added |
| Citizens Financial Group Inc. (CFG) | $33.3M | 0.28% | 475,657 | +12,247 | Added |
| Charles Schwab Corp. (SCHW) | $33.3M | 0.27% | 360,760 | +19,467 | Added |
| CCC Intelligent Solutions Holdings Inc. (CCC) | $32.3M | 0.27% | 6,260,419 | -2,328,296 | Trimmed |
| Pg&E Corp. (PCG) | $31.2M | 0.26% | 1,857,036 | -71,965 | Trimmed |
| Paccar Inc. (PCAR) | $30.8M | 0.25% | 256,326 | -88,473 | Trimmed |
| Exelon Corp. (EXC) | $30.1M | 0.25% | 644,890 | -62,799 | Trimmed |
| Salesforce, Inc. (CRM) | $29.4M | 0.24% | 187,487 | -21,093 | Trimmed |
| Resmed Inc. (RMD) | $29.3M | 0.24% | 150,518 | -33,802 | Trimmed |
| Walmart Inc. (WMT) | $29.3M | 0.24% | 258,970 | -26,476 | Trimmed |
| Firstenergy Corp. (FE) | $29.2M | 0.24% | 613,411 | -100,971 | Trimmed |
| GE Vernova Inc. (GEV) | $28.7M | 0.24% | 24,434 | +960 | Added |
| Newmont Corp. (NEM) | $28.7M | 0.24% | 307,038 | +83,844 | Added |
| Texas Instruments Inc. (TXN) | $28.5M | 0.23% | 95,458 | +75,315 | Added |
| General Motors Co. (GM) | $26.9M | 0.22% | 348,385 | +53,373 | Added |
| International Business Machines Corp. (IBM) | $26.8M | 0.22% | 95,303 | -44,577 | Trimmed |
| Amgen Inc. (AMGN) | $26.7M | 0.22% | 73,641 | +12,247 | Added |
| AT&T Inc. (T) | $26.1M | 0.21% | 1,262,267 | +36,033 | Added |
| Intuitive Surgical Inc. (ISRG) | $26.1M | 0.21% | 65,514 | +37,243 | Added |
| Cardinal Health Inc. (CAH) | $25.9M | 0.21% | 109,039 | -5,517 | Trimmed |
| Kimco Realty Corp. (KIM) | $25.9M | 0.21% | 1,020,286 | -99,857 | Trimmed |
| Edison International (EIX) | $25.8M | 0.21% | 346,583 | -1,605 | Trimmed |
| Pfizer Inc. (PFE) | $25.8M | 0.21% | 1,070,303 | -596,430 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $25.7M | 0.21% | 86,325 | +69,518 | Added |
| Expand Energy Corp. (EXE) | $25.5M | 0.21% | 279,551 | -49,490 | Trimmed |
| Arista Networks, Inc. (ANET) | $25.4M | 0.21% | 149,236 | -46,983 | Trimmed |
| Infosys Limited (INFY) | $25.2M | 0.21% | 2,406,850 | +452,850 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $25.2M | 0.21% | 50,819 | -4,281 | Trimmed |
| Oracle Corp. (ORCL) | $25.1M | 0.21% | 171,127 | +98,840 | Added |
| American Express Co. (AXP) | $25.0M | 0.21% | 73,885 | +12,149 | Added |
| Ecolab Inc. (ECL) | $24.9M | 0.20% | 89,299 | +3,906 | Added |
| Host Hotels & Resorts, Inc. (HST) | $24.9M | 0.20% | 1,048,845 | -87,987 | Trimmed |
| iShares Inc. (URTH) | $24.6M | 0.20% | 121,340 | -3,333 | Trimmed |
| HDFC Bank Limited (HDB) | $24.5M | 0.20% | 948,000 | -249,800 | Trimmed |
| Cognizant Technology Solutions Corp. (CTSH) | $24.5M | 0.20% | 631,384 | +76,034 | Added |
| AppLovin Corp. (APP) | $24.2M | 0.20% | 47,029 | +5,561 | Added |