| NVIDIA Corp. (NVDA) | $1.1B | 6.45% | 4,603,998 | -576,600 | Trimmed |
| Apple Inc. (AAPL) | $1.0B | 6.43% | 3,151,315 | -93,920 | Trimmed |
| Microsoft Corp. (MSFT) | $749.5M | 4.59% | 1,461,220 | -62,240 | Trimmed |
| Amazon.com Inc. (AMZN) | $427.0M | 2.62% | 1,714,000 | +54,100 | Added |
| Alphabet Inc. (GOOGL) | $381.7M | 2.34% | 1,109,272 | -13,200 | Trimmed |
| Alphabet Inc. (GOOG) | $342.6M | 2.10% | 1,005,460 | -15,840 | Trimmed |
| Micron Technology Inc. (MU) | $298.8M | 1.83% | 280,509 | +11,920 | Added |
| Meta Platforms, Inc. (META) | $275.4M | 1.69% | 379,734 | -37,760 | Trimmed |
| Broadcom Inc. (AVGO) | $274.6M | 1.68% | 781,860 | -30,078 | Trimmed |
| Johnson & Johnson (JNJ) | $211.0M | 1.29% | 797,063 | -21,400 | Trimmed |
| Visa Inc. (V) | $176.9M | 1.08% | 492,286 | -20,632 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $154.4M | 0.95% | 252,384 | -31,902 | Trimmed |
| Eli Lilly & Co. (LLY) | $146.2M | 0.90% | 126,362 | +5,158 | Added |
| JPMorgan Chase & Co. (JPM) | $141.4M | 0.87% | 427,538 | +37,000 | Added |
| Verizon Communications Inc. (VZ) | $140.8M | 0.86% | 3,069,605 | -69,100 | Trimmed |
| Lam Research Corp. (LRCX) | $136.2M | 0.83% | 414,574 | +21,700 | Added |
| Palantir Technologies Inc. (PLTR) | $125.2M | 0.77% | 669,184 | +2,400 | Added |
| Tesla, Inc. (TSLA) | $118.3M | 0.72% | 333,468 | -51,192 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $117.5M | 0.72% | 235,885 | -6,240 | Trimmed |
| Colgate-Palmolive Co. (CL) | $116.0M | 0.71% | 1,359,738 | +147,800 | Added |
| Cisco Systems, Inc. (CSCO) | $104.9M | 0.64% | 974,924 | -121,201 | Trimmed |
| Seagate Technology Holdings plc (STX) | $103.0M | 0.63% | 111,699 | -10,480 | Trimmed |
| Incyte Corp. (INCY) | $102.5M | 0.63% | 844,389 | +299,014 | Added |
| Arista Networks, Inc. (ANET) | $100.3M | 0.61% | 492,764 | -15,800 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $96.1M | 0.59% | 1,540,730 | -181,500 | Trimmed |
| Philip Morris International Inc. (PM) | $94.2M | 0.58% | 493,600 | 0 | Held |
| Progressive Corp. (PGR) | $91.9M | 0.56% | 443,454 | -45,546 | Trimmed |
| Cboe Global Markets, Inc. (CBOE) | $91.4M | 0.56% | 332,034 | +7,080 | Added |
| Altria Group, Inc. (MO) | $88.1M | 0.54% | 1,308,468 | +79,946 | Added |
| Adobe Inc. (ADBE) | $86.3M | 0.53% | 359,612 | +94,091 | Added |
| Monster Beverage Corp. (MNST) | $83.6M | 0.51% | 2,007,618 | +181,818 | Added |
| Fortinet, Inc. (FTNT) | $83.4M | 0.51% | 466,587 | +30,540 | Added |
| Target Corp. (TGT) | $83.1M | 0.51% | 530,663 | +291,563 | Added |
| Verisign Inc. (VRSN) | $81.8M | 0.50% | 290,112 | +21,108 | Added |
| Fastenal Co. (FAST) | $81.4M | 0.50% | 1,643,034 | +502,200 | Added |
| Allstate Corp. (ALL) | $81.0M | 0.50% | 365,300 | +121,700 | Added |
| Duke Energy Corp. (DUK) | $79.9M | 0.49% | 700,405 | 0 | Held |
| KLA Corp. (KLAC) | $79.4M | 0.49% | 407,220 | -3,880 | Trimmed |
| Booking Holdings Inc. (BKNG) | $78.4M | 0.48% | 481,080 | +79,490 | Added |
| Gilead Sciences, Inc. (GILD) | $78.2M | 0.48% | 524,427 | -507,868 | Trimmed |
| HCA Healthcare, Inc. (HCA) | $77.0M | 0.47% | 180,524 | -5,280 | Trimmed |
| Chevron Corp. (CVX) | $76.0M | 0.47% | 372,121 | -15,500 | Trimmed |
| Amphenol Corp. (APH) | $75.5M | 0.46% | 895,178 | 0 | Held |
| AT&T Inc. (T) | $75.4M | 0.46% | 3,091,050 | 0 | Held |
| Yum! Brands, Inc. (YUM) | $74.2M | 0.46% | 544,278 | -78,900 | Trimmed |
| Welltower Inc. (WELL) | $74.0M | 0.45% | 321,367 | +43,400 | Added |
| Simon Property Group Inc. (SPG) | $72.7M | 0.45% | 362,156 | -13,000 | Trimmed |
| Snap-on Inc. (SNA) | $70.8M | 0.43% | 194,732 | -9,840 | Trimmed |
| Salesforce, Inc. (CRM) | $70.5M | 0.43% | 307,101 | 0 | Held |
| Applied Materials Inc. (AMAT) | $69.9M | 0.43% | 136,624 | -36,240 | Trimmed |
| T. Rowe Price Group, Inc. (TROW) | $68.0M | 0.42% | 654,000 | +244,900 | Added |
| McKesson Corp. (MCK) | $67.4M | 0.41% | 78,896 | 0 | Held |
| Morgan Stanley (MS) | $67.0M | 0.41% | 356,200 | -36,000 | Trimmed |
| Public Storage (PSA) | $66.8M | 0.41% | 236,337 | +8,480 | Added |
| IDEXX Laboratories Inc. (IDXX) | $65.9M | 0.40% | 126,164 | +33,946 | Added |
| General Electric Co. (GE) | $63.9M | 0.39% | 204,500 | -12,080 | Trimmed |
| Sysco Corp. (SYY) | $63.4M | 0.39% | 812,900 | -25,500 | Trimmed |
| Bank of New York Mellon Corp. (BNY) | $62.5M | 0.38% | 432,309 | -58,500 | Trimmed |
| U.S. Bancorp (USB) | $62.5M | 0.38% | 1,082,041 | +370,691 | Added |
| Citigroup Inc. (C) | $62.4M | 0.38% | 482,310 | 0 | Held |
| Masco Corp. (MAS) | $61.0M | 0.37% | 904,596 | +293,005 | Added |
| PepsiCo Inc. (PEP) | $60.9M | 0.37% | 480,316 | -61,500 | Trimmed |
| Intuit Inc. (INTU) | $59.7M | 0.37% | 216,500 | +32,400 | Added |
| Comfort Systems USA Inc. (FIX) | $59.6M | 0.37% | 36,056 | +2,200 | Added |
| Emcor Group, Inc. (EME) | $59.5M | 0.36% | 78,853 | +2,240 | Added |
| Edwards Lifesciences Corp. (EW) | $58.6M | 0.36% | 679,211 | 0 | Held |
| Lockheed Martin Corp. (LMT) | $58.5M | 0.36% | 114,802 | +5,480 | Added |
| Merck & Co., Inc. (MRK) | $57.6M | 0.35% | 396,338 | -222,800 | Trimmed |
| AbbVie Inc. (ABBV) | $57.5M | 0.35% | 219,961 | -47,500 | Trimmed |
| Travelers Companies, Inc. (TRV) | $57.3M | 0.35% | 160,700 | 0 | Held |
| UnitedHealth Group Inc. (UNH) | $55.8M | 0.34% | 151,940 | -2,600 | Trimmed |
| Northrop Grumman Corp. (NOC) | $54.4M | 0.33% | 112,588 | +600 | Added |
| GE Vernova Inc. (GEV) | $53.6M | 0.33% | 56,358 | 0 | Held |
| Dexcom Inc. (DXCM) | $52.6M | 0.32% | 609,412 | +70,662 | Added |
| Consolidated Edison Inc. (ED) | $51.9M | 0.32% | 508,052 | +24,500 | Added |
| Bank of America Corp. (BAC) | $51.8M | 0.32% | 951,469 | +70,900 | Added |
| International Business Machines Corp. (IBM) | $50.9M | 0.31% | 231,210 | -29,600 | Trimmed |
| Centene Corp. (CNC) | $50.6M | 0.31% | 814,388 | +167,680 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $49.2M | 0.30% | 94,060 | 0 | Held |
| Cognizant Technology Solutions Corp. (CTSH) | $49.1M | 0.30% | 855,075 | 0 | Held |
| Principal Financial Group Inc. (PFG) | $49.1M | 0.30% | 438,113 | 0 | Held |
| Iron Mountain Inc. (IRM) | $49.0M | 0.30% | 441,803 | 0 | Held |
| Newmont Corp. (NEM) | $48.5M | 0.30% | 420,119 | -52,100 | Trimmed |
| Dollar General Corp. (DG) | $47.9M | 0.29% | 400,173 | -41,900 | Trimmed |
| Mastercard Inc. (MA) | $47.1M | 0.29% | 85,322 | -15,760 | Trimmed |
| Sandisk Corp. (SNDK) | $46.7M | 0.29% | 26,866 | -3,894 | Trimmed |
| CF Industries Holdings, Inc. (CF) | $45.7M | 0.28% | 396,802 | -15,300 | Trimmed |
| PNC Financial Services Group, Inc. (PNC) | $45.6M | 0.28% | 205,200 | -9,600 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $45.5M | 0.28% | 201,200 | -1,600 | Trimmed |
| Illumina, Inc. (ILMN) | $45.4M | 0.28% | 165,811 | -129,900 | Trimmed |
| Old Dominion Freight Line, Inc. (ODFL) | $45.3M | 0.28% | 260,669 | +64,869 | Added |
| General Dynamics Corp. (GD) | $45.2M | 0.28% | 136,200 | -5,080 | Trimmed |
| McDonald's Corp. (MCD) | $45.0M | 0.28% | 194,949 | -63,820 | Trimmed |
| Equinix Inc. (EQIX) | $44.9M | 0.28% | 44,432 | 0 | Held |
| Deckers Outdoor Corp. (DECK) | $44.7M | 0.27% | 571,992 | +75,192 | Added |
| FedEx Corp. (FDX) | $44.7M | 0.27% | 156,750 | +13,200 | Added |
| Accenture plc (ACN) | $44.6M | 0.27% | 243,028 | -92,700 | Trimmed |
| T-Mobile US, Inc. (TMUS) | $44.0M | 0.27% | 269,500 | 0 | Held |
| Prologis, Inc. (PLD) | $43.8M | 0.27% | 337,315 | -50,300 | Trimmed |
| TJX Companies Inc. (TJX) | $43.4M | 0.27% | 327,900 | 0 | Held |