| NVIDIA Corp. (NVDA) | $1.0B | 6.78% | 5,236,319 | +1,786,178 | Added |
| Apple Inc. (AAPL) | $903.2M | 6.00% | 3,206,554 | +1,126,199 | Added |
| Alphabet Inc. (GOOG) | $792.4M | 5.26% | 2,247,137 | +1,569,702 | Added |
| Microsoft Corp. (MSFT) | $584.5M | 3.88% | 1,585,751 | +595,885 | Added |
| Amazon.com Inc. (AMZN) | $514.0M | 3.41% | 2,140,317 | +791,535 | Added |
| Broadcom Inc. (AVGO) | $378.8M | 2.52% | 1,016,966 | +376,937 | Added |
| Micron Technology Inc. (MU) | $291.2M | 1.93% | 254,244 | +95,536 | Added |
| Meta Platforms, Inc. (META) | $271.0M | 1.80% | 481,658 | +170,516 | Added |
| Eli Lilly & Co. (LLY) | $222.5M | 1.48% | 180,920 | +72,028 | Added |
| JPMorgan Chase & Co. (JPM) | $208.6M | 1.39% | 633,327 | +247,387 | Added |
| Colgate-Palmolive Co. (CL) | $193.8M | 1.29% | 2,088,720 | +912,712 | Added |
| Visa Inc. (V) | $168.8M | 1.12% | 493,943 | +244,627 | Added |
| Advanced Micro Devices Inc. (AMD) | $167.9M | 1.11% | 311,181 | +117,188 | Added |
| Tesla, Inc. (TSLA) | $159.9M | 1.06% | 388,270 | +95,532 | Added |
| Jabil Inc. (JBL) | $155.3M | 1.03% | 413,452 | +156,322 | Added |
| Tapestry, Inc. (TPR) | $148.8M | 0.99% | 1,009,801 | +465,205 | Added |
| Mastercard Inc. (MA) | $145.7M | 0.97% | 285,907 | +137,939 | Added |
| MSCI Inc. (MSCI) | $138.5M | 0.92% | 247,456 | +95,196 | Added |
| ROSS Stores, Inc. (ROST) | $133.2M | 0.89% | 637,677 | +529,121 | Added |
| Teradyne, Inc. (TER) | $130.6M | 0.87% | 281,574 | +172,599 | Added |
| AbbVie Inc. (ABBV) | $130.1M | 0.86% | 511,672 | +239,105 | Added |
| Fortinet, Inc. (FTNT) | $128.4M | 0.85% | 825,869 | +226,503 | Added |
| J.B. Hunt Transport Services, Inc. (JBHT) | $119.6M | 0.80% | 412,698 | +404,794 | Added |
| Johnson & Johnson (JNJ) | $116.5M | 0.77% | 450,629 | +219,707 | Added |
| Bank of America Corp. (BAC) | $112.4M | 0.75% | 1,941,795 | +937,568 | Added |
| Lam Research Corp. (LRCX) | $111.8M | 0.74% | 272,174 | +90,127 | Added |
| Bristol-Myers Squibb Co. (BMY) | $109.6M | 0.73% | 1,870,866 | +905,625 | Added |
| Northern LTS FD Trust II (ESN) | $108.1M | 0.72% | 618,308 | +618,308 | New position |
| Autodesk, Inc. (ADSK) | $105.0M | 0.70% | 536,133 | +296,468 | Added |
| NetApp, Inc. (NTAP) | $99.9M | 0.66% | 641,397 | +101,195 | Added |
| Fortive Corp. (FTV) | $99.2M | 0.66% | 1,631,803 | +1,013,213 | Added |
| Expedia Group, Inc. (EXPE) | $99.2M | 0.66% | 372,082 | +109,622 | Added |
| Vici Properties Inc. (VICI) | $96.0M | 0.64% | 3,532,550 | +2,870,194 | Added |
| Applied Materials Inc. (AMAT) | $93.8M | 0.62% | 135,003 | +29,057 | Added |
| Adobe Inc. (ADBE) | $93.0M | 0.62% | 450,669 | +260,926 | Added |
| Broadridge Financial Solutions, Inc. (BR) | $93.0M | 0.62% | 681,960 | +440,646 | Added |
| EOG Resources Inc. (EOG) | $92.4M | 0.61% | 700,735 | +449,084 | Added |
| Berkshire Hathaway Inc. Del | $91.7M | 0.61% | 184,831 | +106,504 | Added |
| Walmart Inc. (WMT) | $89.0M | 0.59% | 776,200 | +218,307 | Added |
| Costco Wholesale Corp. (COST) | $87.1M | 0.58% | 91,996 | +39,607 | Added |
| Cboe Global Markets, Inc. (CBOE) | $85.4M | 0.57% | 367,745 | +161,029 | Added |
| Coca Cola Cons Inc. (COKE) | $80.9M | 0.54% | 979,313 | +979,313 | New position |
| AerCap Holdings N.V. (AER) | $79.4M | 0.53% | 537,641 | +333,935 | Added |
| Gen Digital Inc. (GEN) | $79.1M | 0.53% | 3,155,454 | +2,196,065 | Added |
| TJX Companies Inc. (TJX) | $79.0M | 0.53% | 522,243 | +350,515 | Added |
| Citigroup Inc. (C) | $77.0M | 0.51% | 540,471 | +233,501 | Added |
| Expand Energy Corp. (EXE) | $76.4M | 0.51% | 872,964 | +836,034 | Added |
| UnitedHealth Group Inc. (UNH) | $74.5M | 0.49% | 177,535 | +109,428 | Added |
| Western Digital Corp. (WDC) | $74.2M | 0.49% | 113,818 | +57,614 | Added |
| Emcor Group, Inc. (EME) | $74.0M | 0.49% | 90,804 | +32,165 | Added |
| Netflix Inc. (NFLX) | $73.6M | 0.49% | 997,937 | +385,162 | Added |
| American Centy ETF Trust (AVDS) | $73.2M | 0.49% | 974,709 | +974,709 | New position |
| General Electric Co. (GE) | $72.1M | 0.48% | 193,061 | +47,798 | Added |
| KLA Corp. (KLAC) | $71.9M | 0.48% | 258,098 | +48,718 | Added |
| Insulet Corp. (PODD) | $68.5M | 0.46% | 430,460 | +201,623 | Added |
| PepsiCo Inc. (PEP) | $68.4M | 0.45% | 492,931 | +241,618 | Added |
| Intel Corp. (INTC) | $68.0M | 0.45% | 517,317 | +415,229 | Added |
| Seagate Technology Holdings plc (STX) | $67.5M | 0.45% | 69,655 | +30,766 | Added |
| Nasdaq, Inc. (NDAQ) | $67.0M | 0.45% | 871,919 | +437,639 | Added |
| Keysight Technologies, Inc. (KEYS) | $65.4M | 0.43% | 192,304 | +185,906 | Added |
| Wells Fargo & Company (WFC) | $64.3M | 0.43% | 770,560 | +325,301 | Added |
| Devon Energy Corp. (DVN) | $64.3M | 0.43% | 1,531,089 | +204,342 | Added |
| Truist Financial Corp. (TFC) | $64.2M | 0.43% | 1,269,905 | +603,158 | Added |
| Flex Ltd. (FLEX) | $62.2M | 0.41% | 389,740 | +389,740 | New position |
| Pinnacle Financial Partners, Inc. (PNFP) | $60.9M | 0.41% | 603,456 | +183,393 | Added |
| Neurocrine Biosciences Inc. (NBIX) | $58.8M | 0.39% | 346,109 | +271,013 | Added |
| Verisign Inc. (VRSN) | $58.1M | 0.39% | 229,968 | +83,234 | Added |
| Centene Corp. (CNC) | $57.4M | 0.38% | 885,450 | +885,450 | New position |
| W.W. Grainger, Inc. (GWW) | $54.5M | 0.36% | 40,271 | +29,466 | Added |
| Vertiv Holdings Co. (VRT) | $54.1M | 0.36% | 176,275 | +27,757 | Added |
| Comcast Corp. (CMCSA) | $53.4M | 0.35% | 2,205,652 | +2,205,652 | New position |
| Incyte Corp. (INCY) | $53.1M | 0.35% | 462,843 | +162,438 | Added |
| Marvell Technology, Inc. (MRVL) | $53.0M | 0.35% | 190,861 | -210,971 | Trimmed |
| Illinois Tool Works Inc. (ITW) | $52.6M | 0.35% | 196,720 | +33,349 | Added |
| Tradeweb Markets Inc. (TW) | $51.0M | 0.34% | 552,893 | +249,257 | Added |
| Comfort Systems USA Inc. (FIX) | $50.9M | 0.34% | 26,103 | +16,746 | Added |
| Booking Holdings Inc. (BKNG) | $50.6M | 0.34% | 277,376 | -22,999 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $50.5M | 0.34% | 187,877 | -17,101 | Trimmed |
| United Therapeutics Corp. (UTHR) | $48.2M | 0.32% | 88,369 | +19,761 | Added |
| Amgen Inc. (AMGN) | $47.3M | 0.31% | 131,323 | +59,475 | Added |
| TE Connectivity plc (TEL) | $47.3M | 0.31% | 238,381 | +140,838 | Added |
| Consolidated Edison Inc. (ED) | $47.0M | 0.31% | 418,297 | +128,027 | Added |
| Deckers Outdoor Corp. (DECK) | $46.2M | 0.31% | 453,368 | +107,417 | Added |
| Alnylam Pharmaceuticals, Inc. (ALNY) | $45.5M | 0.30% | 154,972 | +118,371 | Added |
| General Motors Co. (GM) | $42.9M | 0.28% | 554,851 | -58,319 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $42.7M | 0.28% | 41,842 | +1,725 | Added |
| GE Vernova Inc. (GEV) | $41.8M | 0.28% | 37,922 | +2,857 | Added |
| Verizon Communications Inc. (VZ) | $41.3M | 0.27% | 936,776 | +275,174 | Added |
| S&P Global Inc. (SPGI) | $41.2M | 0.27% | 100,785 | +55,258 | Added |
| RTX Corp. (RTX) | $40.5M | 0.27% | 216,071 | +141,116 | Added |
| Gilead Sciences, Inc. (GILD) | $40.3M | 0.27% | 318,895 | +145,455 | Added |
| MongoDB, Inc. (MDB) | $40.0M | 0.27% | 117,361 | +73,003 | Added |
| Medtronic plc (MDT) | $39.4M | 0.26% | 487,011 | +283,432 | Added |
| Amphenol Corp. (APH) | $39.3M | 0.26% | 236,376 | +125,375 | Added |
| Qualcomm Inc. (QCOM) | $39.1M | 0.26% | 206,936 | -69,657 | Trimmed |
| Linde plc (LIN) | $38.9M | 0.26% | 76,190 | +25,164 | Added |
| Atlassian Corp. (TEAM) | $38.8M | 0.26% | 485,442 | +326,821 | Added |
| Merck & Co., Inc. (MRK) | $38.7M | 0.26% | 298,766 | +42,512 | Added |
| Marathon Petroleum Corp. (MPC) | $38.6M | 0.26% | 148,803 | +61,361 | Added |
| Duke Energy Corp. (DUK) | $38.1M | 0.25% | 296,847 | +200,063 | Added |