| NVIDIA Corp. (NVDA) | $2.1B | 7.39% | 10,695,086 | -707,685 | Trimmed |
| Apple Inc. (AAPL) | $1.9B | 6.67% | 6,677,483 | -96,694 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.6B | 5.53% | 4,480,476 | -79,262 | Trimmed |
| Microsoft Corp. (MSFT) | $1.2B | 4.27% | 3,313,182 | -151,839 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.2B | 4.02% | 4,883,755 | +45,009 | Added |
| Broadcom Inc. (AVGO) | $832.3M | 2.88% | 2,203,423 | -48,133 | Trimmed |
| Micron Technology Inc. (MU) | $678.3M | 2.34% | 587,628 | -27,237 | Trimmed |
| Meta Platforms, Inc. (META) | $650.3M | 2.25% | 1,154,405 | -109,393 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $557.6M | 1.93% | 959,849 | +404,993 | Added |
| JPMorgan Chase & Co. (JPM) | $541.2M | 1.87% | 1,653,413 | -82,430 | Trimmed |
| Eli Lilly & Co. (LLY) | $511.7M | 1.77% | 426,586 | -20,846 | Trimmed |
| Walmart Inc. (WMT) | $396.8M | 1.37% | 3,503,210 | -458,151 | Trimmed |
| Visa Inc. (V) | $372.7M | 1.29% | 1,086,194 | -21,825 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $365.2M | 1.26% | 2,671,103 | -71,338 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $358.6M | 1.24% | 1,051,624 | +63,840 | Added |
| Costco Wholesale Corp. (COST) | $353.2M | 1.22% | 377,550 | -19,880 | Trimmed |
| Tesla, Inc. (TSLA) | $338.5M | 1.17% | 804,843 | -80,303 | Trimmed |
| Philip Morris International Inc. (PM) | $322.1M | 1.11% | 1,780,503 | -34,318 | Trimmed |
| Texas Instruments Inc. (TXN) | $315.8M | 1.09% | 1,059,528 | +269,555 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $310.3M | 1.07% | 649,774 | -55,741 | Trimmed |
| Morgan Stanley (MS) | $301.9M | 1.04% | 1,444,027 | -57,104 | Trimmed |
| American Express Co. (AXP) | $258.0M | 0.89% | 762,755 | -73,942 | Trimmed |
| Mastercard Inc. (MA) | $255.8M | 0.88% | 497,975 | -26,376 | Trimmed |
| Lam Research Corp. (LRCX) | $245.6M | 0.85% | 566,838 | +215,662 | Added |
| KLA Corp. (KLAC) | $242.6M | 0.84% | 804,144 | -164,416 | Trimmed |
| General Electric Co. (GE) | $229.4M | 0.79% | 613,860 | -80,646 | Trimmed |
| RTX Corp. (RTX) | $228.3M | 0.79% | 1,203,086 | +21,395 | Added |
| Intel Corp. (INTC) | $215.4M | 0.74% | 1,542,727 | +550,051 | Added |
| AbbVie Inc. (ABBV) | $214.9M | 0.74% | 853,934 | -57,797 | Trimmed |
| Linde PLC New | $208.5M | 0.72% | 401,820 | -80,912 | Trimmed |
| Alphabet Inc. (GOOG) | $207.5M | 0.72% | 587,409 | -37,992 | Trimmed |
| Amphenol Corp. (APH) | $206.0M | 0.71% | 1,168,312 | +31,569 | Added |
| Caterpillar Inc. (CAT) | $192.4M | 0.67% | 180,688 | +59,141 | Added |
| McKesson Corp. (MCK) | $171.6M | 0.59% | 227,124 | -31,882 | Trimmed |
| EOG Resources Inc. (EOG) | $168.2M | 0.58% | 1,296,589 | +149,034 | Added |
| Chubb Ltd | $168.1M | 0.58% | 493,422 | -16,082 | Trimmed |
| Waste Connections, Inc. (WCN) | $164.8M | 0.57% | 988,674 | -125,492 | Trimmed |
| Emerson Electric Co. (EMR) | $142.8M | 0.49% | 997,734 | -49,696 | Trimmed |
| Stryker Corp. (SYK) | $140.9M | 0.49% | 447,424 | -20,478 | Trimmed |
| Eaton Corp. PLC | $128.4M | 0.44% | 301,229 | -61,922 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $124.3M | 0.43% | 250,189 | -61,561 | Trimmed |
| Vertiv Holdings Co. (VRT) | $119.0M | 0.41% | 355,396 | +77,977 | Added |
| Home Depot, Inc. (HD) | $115.6M | 0.40% | 327,905 | -161,714 | Trimmed |
| Gilead Sciences, Inc. (GILD) | $114.1M | 0.39% | 903,180 | -116,366 | Trimmed |
| Sandisk Corp. (SNDK) | $114.0M | 0.39% | 50,151 | +1,295 | Added |
| Monster Beverage Corp. (MNST) | $111.4M | 0.39% | 1,159,246 | -35,818 | Trimmed |
| Union Pacific Corp. (UNP) | $111.1M | 0.38% | 408,475 | -31,463 | Trimmed |
| Marriott International Inc. (MAR) | $109.9M | 0.38% | 296,608 | +23,144 | Added |
| CVS Health Corp. (CVS) | $107.4M | 0.37% | 1,038,066 | +875,088 | Added |
| General Dynamics Corp. (GD) | $107.3M | 0.37% | 302,825 | +9,468 | Added |
| Abbott Laboratories (ABT) | $105.5M | 0.36% | 1,163,023 | -8,037 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $104.8M | 0.36% | 1,138,333 | -35,811 | Trimmed |
| Datadog, Inc. (DDOG) | $100.3M | 0.35% | 385,052 | -178,373 | Trimmed |
| MercadoLibre, Inc. (MELI) | $100.2M | 0.35% | 59,047 | -6,169 | Trimmed |
| TJX Companies Inc. (TJX) | $96.1M | 0.33% | 634,348 | +83,677 | Added |
| Capital One Financial Corp. (COF) | $95.2M | 0.33% | 474,603 | -13,710 | Trimmed |
| Johnson Controls International PLC | $93.2M | 0.32% | 638,214 | -360,685 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $87.8M | 0.30% | 175,488 | -1,023 | Trimmed |
| GE Vernova Inc. (GEV) | $87.6M | 0.30% | 74,536 | +39,311 | Added |
| AT&T Inc. (T) | $86.4M | 0.30% | 4,171,839 | -111,475 | Trimmed |
| Sherwin Williams Co. (SHW) | $85.0M | 0.29% | 246,864 | -119,042 | Trimmed |
| Deere & Co. (DE) | $78.4M | 0.27% | 123,561 | +90,369 | Added |
| Johnson & Johnson (JNJ) | $78.3M | 0.27% | 308,230 | +155 | Held |
| Prologis, Inc. (PLD) | $75.0M | 0.26% | 553,480 | -4,389 | Trimmed |
| Edwards Lifesciences Corp. (EW) | $74.6M | 0.26% | 824,154 | -219,787 | Trimmed |
| Applied Materials Inc. (AMAT) | $72.5M | 0.25% | 100,232 | -1,828 | Trimmed |
| CRH Public Ltd. Co. (CRH) | $69.3M | 0.24% | 647,485 | +647,485 | New position |
| Corning Inc. (GLW) | $68.1M | 0.23% | 266,776 | +160,238 | Added |
| Seagate Technology Holdings PLC | $68.1M | 0.23% | 70,573 | +14,757 | Added |
| Palantir Technologies Inc. (PLTR) | $62.0M | 0.21% | 531,738 | -20,006 | Trimmed |
| Intercontinental Exchange, Inc. (ICE) | $61.1M | 0.21% | 496,196 | -4,559 | Trimmed |
| Boston Scientific Corp. (BSX) | $60.5M | 0.21% | 1,418,281 | -283,525 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $58.7M | 0.20% | 499,652 | -7,552 | Trimmed |
| Lamar Advertising Co. (LAMR) | $52.0M | 0.18% | 333,128 | -18,200 | Trimmed |
| Bank of America Corp. (BAC) | $49.1M | 0.17% | 860,923 | -8,660 | Trimmed |
| ServiceNow, Inc. (NOW) | $47.7M | 0.17% | 480,036 | +346,788 | Added |
| UnitedHealth Group Inc. (UNH) | $47.6M | 0.16% | 114,521 | -1,574 | Trimmed |
| Lumentum Holdings Inc. (LITE) | $46.2M | 0.16% | 53,847 | +46,537 | Added |
| Procter & Gamble Co. (PG) | $43.0M | 0.15% | 293,376 | -5,465 | Trimmed |
| Coca-Cola Co. (KO) | $41.1M | 0.14% | 505,303 | -18,810 | Trimmed |
| Merck & Co., Inc. (MRK) | $40.3M | 0.14% | 313,830 | -7,116 | Trimmed |
| Woodward, Inc. (WWD) | $40.3M | 0.14% | 94,631 | +8,666 | Added |
| Chevron Corp. (CVX) | $39.8M | 0.14% | 239,937 | -6,736 | Trimmed |
| MSCI Inc. (MSCI) | $39.0M | 0.14% | 69,667 | -43,393 | Trimmed |
| RBC Bearings Inc. (RBC) | $38.5M | 0.13% | 59,757 | -4,000 | Trimmed |
| Netflix Inc. (NFLX) | $38.1M | 0.13% | 533,740 | -915,837 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $37.9M | 0.13% | 37,502 | -483 | Trimmed |
| Applied Industrial Technologies Inc. (AIT) | $37.6M | 0.13% | 111,181 | 0 | Held |
| Rockwell Automation, Inc. (ROK) | $36.7M | 0.13% | 74,115 | +20,744 | Added |
| Wesco International Inc. (WCC) | $35.7M | 0.12% | 103,364 | -81 | Held |
| Monolithic Power Systems, Inc. (MPWR) | $34.8M | 0.12% | 25,202 | -7,487 | Trimmed |
| APi Group Corp. (APG) | $34.8M | 0.12% | 821,554 | 0 | Held |
| Eastgroup Properties Inc. (EGP) | $34.2M | 0.12% | 168,657 | +164,400 | Added |
| Targa Resources Corp. (TRGP) | $34.1M | 0.12% | 127,076 | -9,857 | Trimmed |
| AMETEK Inc. (AME) | $33.8M | 0.12% | 139,716 | +13,413 | Added |
| Macom Technology Solutions Holdings, Inc. (MTSI) | $33.4M | 0.12% | 87,929 | -39,700 | Trimmed |
| International Business Machines Corp. (IBM) | $33.2M | 0.12% | 117,998 | -1,384 | Trimmed |
| Jones Lang Lasalle Inc. (JLL) | $33.0M | 0.11% | 106,322 | -64 | Held |
| Wells Fargo & Company (WFC) | $32.5M | 0.11% | 393,765 | -7,556 | Trimmed |
| Lattice Semiconductor Corp. (LSCC) | $32.5M | 0.11% | 212,380 | -43,500 | Trimmed |