| NXP Semiconductors N.V. (NXPI) | $818.1M | 6.26% | 2,911,008 | +151,837 | Added |
| Alphabet Inc. (GOOGL) | $711.5M | 5.44% | 1,991,007 | +14,356 | Added |
| Microsoft Corp. (MSFT) | $662.3M | 5.06% | 1,775,420 | +25,437 | Added |
| Booking Holdings Inc. (BKNG) | $603.0M | 4.61% | 3,382,804 | +44,354 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $537.8M | 4.11% | 1,126,067 | +173,445 | Added |
| Amazon.com Inc. (AMZN) | $460.6M | 3.52% | 1,932,470 | +149,574 | Added |
| Markel Group Inc. (MKL) | $450.4M | 3.44% | 230,637 | +4,489 | Added |
| Brown & Brown, Inc. (BRO) | $430.4M | 3.29% | 6,709,042 | +837,827 | Added |
| Meta Platforms, Inc. (META) | $429.3M | 3.28% | 762,102 | +8,519 | Added |
| Littelfuse Inc. (LFUS) | $425.1M | 3.25% | 933,511 | -49,203 | Trimmed |
| KKR & Co. Inc. (KKR) | $403.5M | 3.08% | 4,396,085 | +52,356 | Added |
| Spotify Technology S.A. (SPOT) | $375.8M | 2.87% | 818,575 | +139,564 | Added |
| Corpay, Inc. (CPAY) | $307.4M | 2.35% | 922,400 | +10,293 | Added |
| Visa Inc. (V) | $291.6M | 2.23% | 849,805 | +255,543 | Added |
| Lennar Corp. (LEN) | $243.6M | 1.86% | 2,692,266 | +30,119 | Added |
| Chubb Ltd. (CB) | $225.2M | 1.72% | 660,867 | +8,662 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $223.0M | 1.71% | 444,819 | +4,095 | Added |
| NVIDIA Corp. (NVDA) | $209.0M | 1.60% | 1,044,555 | -27,299 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $196.4M | 1.50% | 392,413 | +59,048 | Added |
| PTC Inc. (PTC) | $168.6M | 1.29% | 1,483,872 | +18,495 | Added |
| Apple Inc. (AAPL) | $168.5M | 1.29% | 582,428 | +18,067 | Added |
| ICON plc (ICLR) | $167.1M | 1.28% | 961,665 | +42,952 | Added |
| Analog Devices Inc. (ADI) | $128.2M | 0.98% | 322,902 | -31,582 | Trimmed |
| NVR Inc. (NVR) | $122.8M | 0.94% | 18,017 | +281 | Added |
| Broadcom Inc. (AVGO) | $99.7M | 0.76% | 263,977 | +14,991 | Added |
| Berkshire Hathaway Inc. Del | $98.1M | 0.75% | 131 | +1 | Added |
| Arthur J. Gallagher & Co. (AJG) | $95.5M | 0.73% | 415,941 | +415,941 | New position |
| Bank of America Corp. (BAC) | $78.2M | 0.60% | 1,372,552 | +17,954 | Added |
| Procter & Gamble Co. (PG) | $71.7M | 0.55% | 489,112 | +88,783 | Added |
| JPMorgan Chase & Co. (JPM) | $69.1M | 0.53% | 210,989 | +2,606 | Added |
| Micron Technology Inc. (MU) | $64.6M | 0.49% | 55,931 | +4,581 | Added |
| Gilead Sciences, Inc. (GILD) | $61.9M | 0.47% | 489,860 | +222,605 | Added |
| Invitation Homes Inc. (INVH) | $61.1M | 0.47% | 2,023,426 | +30,235 | Added |
| Eli Lilly & Co. (LLY) | $57.5M | 0.44% | 47,928 | +1,956 | Added |
| Jabil Inc. (JBL) | $57.2M | 0.44% | 148,291 | -48,125 | Trimmed |
| Wesco International Inc. (WCC) | $56.6M | 0.43% | 163,955 | -25,996 | Trimmed |
| Prologis, Inc. (PLD) | $56.2M | 0.43% | 414,545 | +5,307 | Added |
| Caterpillar Inc. (CAT) | $53.5M | 0.41% | 50,195 | -1,235 | Trimmed |
| Lam Research Corp. (LRCX) | $53.4M | 0.41% | 123,163 | -25,598 | Trimmed |
| Wintrust Financial Corp. (WTFC) | $53.0M | 0.41% | 329,608 | +34,938 | Added |
| Verizon Communications Inc. (VZ) | $52.6M | 0.40% | 1,242,826 | +1,071,406 | Added |
| Quest Diagnostics Inc. (DGX) | $51.5M | 0.39% | 242,907 | -13,391 | Trimmed |
| Medtronic plc (MDT) | $49.6M | 0.38% | 633,450 | +254,497 | Added |
| Brunswick Corp. (BC) | $48.7M | 0.37% | 578,256 | -24,548 | Trimmed |
| Citigroup Inc. (C) | $48.7M | 0.37% | 348,041 | +15,239 | Added |
| Applied Materials Inc. (AMAT) | $48.7M | 0.37% | 67,347 | -109 | Trimmed |
| CNH Industrial N.V. (CNH) | $47.0M | 0.36% | 4,185,886 | +561,422 | Added |
| PepsiCo Inc. (PEP) | $46.4M | 0.35% | 342,887 | +3,139 | Added |
| Expand Energy Corp. (EXE) | $44.5M | 0.34% | 487,647 | +223,241 | Added |
| Royal Bank of Canada (RY) | $44.1M | 0.34% | 152,441 | +358 | Added |
| Public Service Enterprise Group Inc. (PEG) | $43.8M | 0.34% | 539,639 | -4,052 | Trimmed |
| Merck & Co., Inc. (MRK) | $42.6M | 0.33% | 331,836 | -191,123 | Trimmed |
| Fidelity National Information Services, Inc. (FIS) | $42.4M | 0.32% | 1,090,506 | +162,941 | Added |
| BlackRock, Inc. (BLK) | $41.8M | 0.32% | 43,435 | +7,111 | Added |
| Nexstar Media Group, Inc. (NXST) | $38.6M | 0.29% | 216,232 | +41,214 | Added |
| Vishay Intertechnology Inc. (VSH) | $37.2M | 0.28% | 691,600 | -1,290,315 | Trimmed |
| Omnicom Group Inc. (OMC) | $36.7M | 0.28% | 503,889 | -10,912 | Trimmed |
| Texas Instruments Inc. (TXN) | $35.9M | 0.28% | 120,437 | -116,423 | Trimmed |
| Yeti Holdings, Inc. (YETI) | $35.6M | 0.27% | 718,130 | +377,566 | Added |
| Encompass Health Corp. (EHC) | $34.4M | 0.26% | 340,290 | -6,299 | Trimmed |
| GE Vernova Inc. (GEV) | $34.4M | 0.26% | 29,275 | +149 | Added |
| LyondellBasell Industries N.V. (LYB) | $34.0M | 0.26% | 645,626 | +57,330 | Added |
| Noble Corp. plc (NE) | $33.6M | 0.26% | 900,655 | -68,615 | Trimmed |
| Coca-Cola Co. (KO) | $33.3M | 0.26% | 409,683 | +10,012 | Added |
| Align Technology Inc. (ALGN) | $32.8M | 0.25% | 194,243 | -17,660 | Trimmed |
| Pinnacle Financial Partners, Inc. (PNFP) | $32.6M | 0.25% | 323,292 | +272,290 | Added |
| Ats Corporation (ATS) | $32.5M | 0.25% | 795,619 | -67,867 | Trimmed |
| Marsh & McLennan Companies, Inc. (MRSH) | $31.8M | 0.24% | 190,610 | +150,666 | Added |
| Advanced Drainage Systems, Inc. (WMS) | $30.9M | 0.24% | 197,030 | -97,868 | Trimmed |
| Williams Companies, Inc. (WMB) | $30.9M | 0.24% | 415,445 | +14,504 | Added |
| American Homes 4 Rent (AMH) | $30.5M | 0.23% | 909,984 | +235,972 | Added |
| Crocs, Inc. (CROX) | $29.9M | 0.23% | 247,811 | +103,735 | Added |
| Ceco Environmental Corp. Com (CECO) | $29.7M | 0.23% | 327,348 | +327,348 | New position |
| Stag Industrial, Inc. (STAG) | $29.0M | 0.22% | 762,938 | -159,368 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $28.6M | 0.22% | 49,246 | +49,246 | New position |
| Linde plc (LIN) | $27.9M | 0.21% | 53,736 | +461 | Added |
| Simon Property Group Inc. (SPG) | $27.5M | 0.21% | 122,822 | -20,403 | Trimmed |
| Deere & Co. (DE) | $27.4M | 0.21% | 43,264 | +368 | Added |
| Accenture plc (ACN) | $27.2M | 0.21% | 218,613 | +15,657 | Added |
| Autoliv Inc. (ALV) | $26.7M | 0.20% | 230,131 | -21,028 | Trimmed |
| Mohawk Industries Inc. (MHK) | $26.2M | 0.20% | 215,918 | -79,940 | Trimmed |
| Cadence Design Systems Inc. (CDNS) | $25.4M | 0.20% | 67,776 | +1,078 | Added |
| Tesla, Inc. (TSLA) | $25.2M | 0.19% | 59,804 | +2,526 | Added |
| Sotera Health Co. (SHC) | $24.9M | 0.19% | 1,403,962 | +1,403,962 | New position |
| MSC Industrial Direct Co. Inc. (MSM) | $24.9M | 0.19% | 209,296 | -149,403 | Trimmed |
| Lumentum Holdings Inc. (LITE) | $24.5M | 0.19% | 28,607 | -7,826 | Trimmed |
| Caci International Inc. (CACI) | $24.0M | 0.18% | 51,886 | -39,156 | Trimmed |
| General Electric Co. (GE) | $23.9M | 0.18% | 63,997 | +2,234 | Added |
| Equinix Inc. (EQIX) | $23.8M | 0.18% | 22,838 | -1,466 | Trimmed |
| Stifel Financial Corp. (SF) | $23.0M | 0.18% | 329,777 | +13,125 | Added |
| Entergy Corp. (ETR) | $22.7M | 0.17% | 197,224 | +4,991 | Added |
| AAR Corp. (AIR) | $22.1M | 0.17% | 154,518 | +22,780 | Added |
| Goldman Sachs Group Inc. (GS) | $21.8M | 0.17% | 21,521 | +21,521 | New position |
| Henry Schein Inc. (HSIC) | $21.2M | 0.16% | 253,247 | -52,652 | Trimmed |
| Ecolab Inc. (ECL) | $21.0M | 0.16% | 75,499 | +1,223 | Added |
| S&P Global Inc. (SPGI) | $20.9M | 0.16% | 51,357 | +10,519 | Added |
| PPL Corp. (PPL) | $20.9M | 0.16% | 574,313 | +128,165 | Added |
| Nike, Inc. (NKE) | $20.4M | 0.16% | 496,981 | -100,851 | Trimmed |
| Oracle Corp. (ORCL) | $20.4M | 0.16% | 138,993 | +10,137 | Added |
| Tennant Co. (TNC) | $19.8M | 0.15% | 226,724 | +3,655 | Added |