| Apple Inc. (AAPL) | $1.6B | 5.40% | 5,439,653 | -586,907 | Trimmed |
| NVIDIA Corp. (NVDA) | $1.3B | 4.52% | 6,577,266 | -925,605 | Trimmed |
| Microsoft Corp. (MSFT) | $748.4M | 2.57% | 2,006,456 | -747,934 | Trimmed |
| Amazon.com Inc. (AMZN) | $725.1M | 2.49% | 3,042,437 | +3,046 | Added |
| Alphabet Inc. (GOOG) | $661.8M | 2.27% | 1,873,117 | -219,384 | Trimmed |
| Alphabet Inc. (GOOGL) | $634.7M | 2.18% | 1,776,123 | -229,800 | Trimmed |
| Micron Technology Inc. (MU) | $524.2M | 1.80% | 454,161 | -1,094,878 | Trimmed |
| Meta Platforms, Inc. (META) | $400.8M | 1.38% | 711,462 | -49,845 | Trimmed |
| Intuit Inc. (INTU) | $396.0M | 1.36% | 1,517,056 | +1,515,112 | Added |
| Tesla, Inc. (TSLA) | $358.2M | 1.23% | 851,661 | -15,673 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $352.7M | 1.21% | 1,077,546 | +249,086 | Added |
| Broadcom Inc. (AVGO) | $340.7M | 1.17% | 901,911 | -518,215 | Trimmed |
| Intel Corp. (INTC) | $316.8M | 1.09% | 2,268,986 | +2,268,986 | New position |
| ExxonMobil Holdings Corp. (XOM) | $259.4M | 0.89% | 1,897,409 | +406,105 | Added |
| Intuitive Surgical Inc. (ISRG) | $253.3M | 0.87% | 636,834 | +397,786 | Added |
| KLA Corp. (KLAC) | $238.5M | 0.82% | 790,337 | +376,797 | Added |
| Intercontinental Exchange, Inc. (ICE) | $233.0M | 0.80% | 1,892,778 | +1,599,074 | Added |
| Citigroup Inc. (C) | $221.6M | 0.76% | 1,583,499 | +685,640 | Added |
| Regeneron Pharmaceuticals, Inc. (REGN) | $220.7M | 0.76% | 353,970 | +253,301 | Added |
| Advanced Micro Devices Inc. (AMD) | $220.2M | 0.76% | 379,029 | +379,029 | New position |
| Texas Instruments Inc. (TXN) | $212.0M | 0.73% | 711,366 | +21,130 | Added |
| Cummins Inc. (CMI) | $211.3M | 0.72% | 296,245 | -8,888 | Trimmed |
| Fortinet, Inc. (FTNT) | $210.9M | 0.72% | 1,372,630 | +1,369,189 | Added |
| RTX Corp. (RTX) | $210.5M | 0.72% | 1,109,521 | +270,198 | Added |
| Abbott Laboratories (ABT) | $201.8M | 0.69% | 2,224,023 | +763,062 | Added |
| 3M Co. (MMM) | $201.8M | 0.69% | 1,246,113 | -321,585 | Trimmed |
| Mastercard Inc. (MA) | $201.6M | 0.69% | 392,571 | -183,925 | Trimmed |
| AT&T Inc. (T) | $201.1M | 0.69% | 9,715,170 | +1,544,594 | Added |
| PepsiCo Inc. (PEP) | $198.7M | 0.68% | 1,467,174 | +189,854 | Added |
| TJX Companies Inc. (TJX) | $194.4M | 0.67% | 1,283,048 | +330,340 | Added |
| Costco Wholesale Corp. (COST) | $189.6M | 0.65% | 202,689 | -48,829 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $189.2M | 0.65% | 378,132 | +45,460 | Added |
| Teradyne, Inc. (TER) | $187.3M | 0.64% | 387,209 | +80,982 | Added |
| Roblox Corp. (RBLX) | $184.8M | 0.63% | 3,397,933 | +1,126,266 | Added |
| Eli Lilly & Co. (LLY) | $183.8M | 0.63% | 153,281 | -178,542 | Trimmed |
| Western Digital Corp. (WDC) | $179.4M | 0.62% | 280,879 | +95,945 | Added |
| General Motors Co. (GM) | $178.3M | 0.61% | 2,312,979 | +30,400 | Added |
| McKesson Corp. (MCK) | $178.2M | 0.61% | 235,896 | +84,306 | Added |
| Lam Research Corp. (LRCX) | $174.9M | 0.60% | 403,616 | -692,977 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $172.4M | 0.59% | 1,467,566 | +1,467,566 | New position |
| Lowe's Companies Inc. (LOW) | $171.6M | 0.59% | 778,310 | +772,030 | Added |
| Northrop Grumman Corp. (NOC) | $170.8M | 0.59% | 335,293 | +196,118 | Added |
| CME Group Inc. (CME) | $165.7M | 0.57% | 750,421 | +689,651 | Added |
| Natera, Inc. (NTRA) | $160.6M | 0.55% | 591,460 | +235,001 | Added |
| Bank of America Corp. (BAC) | $159.7M | 0.55% | 2,803,592 | +684,932 | Added |
| Gilead Sciences, Inc. (GILD) | $156.1M | 0.54% | 1,235,893 | +806,858 | Added |
| Booking Holdings Inc. (BKNG) | $156.1M | 0.54% | 875,762 | +539,237 | Added |
| Charles Schwab Corp. (SCHW) | $145.4M | 0.50% | 1,576,199 | +1,576,199 | New position |
| Qnity Electronics, Inc. (Q) | $143.8M | 0.49% | 880,404 | +630,416 | Added |
| Amgen Inc. (AMGN) | $142.3M | 0.49% | 393,076 | +298,049 | Added |
| FedEx Corp. (FDX) | $141.2M | 0.48% | 450,841 | +402,135 | Added |
| Amphenol Corp. (APH) | $140.0M | 0.48% | 793,861 | -1,533,687 | Trimmed |
| Cigna Group (CI) | $137.0M | 0.47% | 497,099 | +274,549 | Added |
| Medtronic plc (MDT) | $135.5M | 0.47% | 1,731,506 | +1,731,506 | New position |
| Rockwell Automation, Inc. (ROK) | $135.2M | 0.46% | 273,113 | -76,894 | Trimmed |
| Autozone Inc. (AZO) | $134.4M | 0.46% | 42,049 | +39,708 | Added |
| Valero Energy Corp. (VLO) | $133.8M | 0.46% | 513,652 | +118,550 | Added |
| Dow Inc. (DOW) | $130.8M | 0.45% | 4,780,745 | +652,136 | Added |
| Caterpillar Inc. (CAT) | $130.5M | 0.45% | 122,579 | +55,697 | Added |
| General Electric Co. (GE) | $129.1M | 0.44% | 345,356 | +69,998 | Added |
| Chevron Corp. (CVX) | $127.0M | 0.44% | 766,061 | -326,471 | Trimmed |
| T-Mobile US, Inc. (TMUS) | $126.9M | 0.44% | 756,423 | +28,528 | Added |
| Ameriprise Financial Inc. (AMP) | $123.9M | 0.43% | 270,174 | +14,809 | Added |
| Walmart Inc. (WMT) | $122.2M | 0.42% | 1,078,980 | +695,300 | Added |
| General Dynamics Corp. (GD) | $119.7M | 0.41% | 337,989 | +191,358 | Added |
| Boeing Co. (BA) | $116.5M | 0.40% | 538,127 | +525,979 | Added |
| Bristol-Myers Squibb Co. (BMY) | $116.2M | 0.40% | 2,015,994 | -1,376,100 | Trimmed |
| Zoetis Inc. (ZTS) | $115.8M | 0.40% | 1,611,743 | -206,700 | Trimmed |
| Atlassian Corp. (TEAM) | $114.9M | 0.39% | 1,476,582 | +1,476,582 | New position |
| Emcor Group, Inc. (EME) | $114.4M | 0.39% | 137,869 | +56,480 | Added |
| United Rentals, Inc. (URI) | $114.2M | 0.39% | 100,827 | +68,738 | Added |
| Arista Networks, Inc. (ANET) | $113.9M | 0.39% | 670,546 | -580,298 | Trimmed |
| Keysight Technologies, Inc. (KEYS) | $111.6M | 0.38% | 318,834 | +318,834 | New position |
| Expedia Group, Inc. (EXPE) | $111.6M | 0.38% | 436,015 | +81,992 | Added |
| Automatic Data Processing Inc. (ADP) | $109.5M | 0.38% | 488,788 | -546,444 | Trimmed |
| Occidental Petroleum Corp. (OXY) | $106.1M | 0.36% | 2,183,837 | +958,072 | Added |
| Progressive Corp. (PGR) | $103.7M | 0.36% | 474,876 | -37,373 | Trimmed |
| Illinois Tool Works Inc. (ITW) | $102.8M | 0.35% | 380,228 | +3,516 | Added |
| Copart Inc. (CPRT) | $99.3M | 0.34% | 3,520,844 | +2,719,469 | Added |
| Morgan Stanley (MS) | $99.0M | 0.34% | 473,583 | -22,229 | Trimmed |
| Johnson & Johnson (JNJ) | $97.1M | 0.33% | 382,377 | +381,467 | Added |
| United Airlines Holdings, Inc. (UAL) | $96.9M | 0.33% | 712,784 | +418,636 | Added |
| Xylem Inc. (XYL) | $96.1M | 0.33% | 812,937 | +93,152 | Added |
| Las Vegas Sands Corp. (LVS) | $96.0M | 0.33% | 2,078,240 | +76,833 | Added |
| Casey's General Stores, Inc. (CASY) | $95.2M | 0.33% | 119,745 | +119,745 | New position |
| L3Harris Technologies, Inc. (LHX) | $95.0M | 0.33% | 326,904 | +275,375 | Added |
| American Tower Corp. (AMT) | $94.6M | 0.33% | 578,111 | +439,231 | Added |
| Otis Worldwide Corp. (OTIS) | $93.9M | 0.32% | 1,311,319 | +705,067 | Added |
| Bloom Energy Corp. (BE) | $91.9M | 0.32% | 303,645 | +251,871 | Added |
| CVS Health Corp. (CVS) | $91.9M | 0.32% | 888,455 | +489,107 | Added |
| Cadence Design Systems Inc. (CDNS) | $91.9M | 0.32% | 244,856 | +193,590 | Added |
| Sandisk Corp. (SNDK) | $90.7M | 0.31% | 39,869 | -53,960 | Trimmed |
| CBRE Group, Inc. (CBRE) | $90.6M | 0.31% | 672,885 | +239,646 | Added |
| General Mills Inc. (GIS) | $90.3M | 0.31% | 2,595,426 | +2,261,234 | Added |
| GE Vernova Inc. (GEV) | $88.2M | 0.30% | 75,065 | -52,819 | Trimmed |
| Coca-Cola Co. (KO) | $87.8M | 0.30% | 1,080,826 | +770,177 | Added |
| Trane Technologies plc (TT) | $86.1M | 0.30% | 175,298 | +95,177 | Added |
| Flex Ltd. (FLEX) | $84.5M | 0.29% | 521,105 | +57,732 | Added |
| Resmed Inc. (RMD) | $83.7M | 0.29% | 429,372 | +328,195 | Added |
| Synchrony Financial (SYF) | $82.0M | 0.28% | 1,078,879 | +619,681 | Added |