 NVIDIA CORPORATIONNVDA |
| 1.72% | 1.08% | $574.1M | 2.9M | $328.7M | 1.9M | +984,452+52.24% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.38% | 1.58% | $460.7M | 8.0M | $480.8M | 7.9M | +67,613+0.85% | Add |
 ALTRIA GROUP INCMO |
| 1.37% | 1.52% | $457.7M | 6.4M | $461.5M | 7.0M | -633,041-9.05% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 1.35% | 1.33% | $451.1M | 18.4M | $404.0M | 14.1M | +4.3M+30.60% | Add |
 APPLE INCAAPL |
| 1.3% | 0.87% | $436.7M | 1.5M | $264.9M | 1.0M | +465,474+44.60% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.28% | 1.23% | $427.5M | 2.4M | $375.6M | 89,220 | +2.3M+2,588.07% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.23% | 1.46% | $411.2M | 9.7M | $445.5M | 8.9M | +837,591+9.44% | Add |
 PFIZER INCPFE |
| 1.21% | 1.5% | $404.4M | 16.8M | $456.5M | 16.3M | +537,689+3.31% | Add |
| AAT&T INCT |
| 1.19% | 1.49% | $398.6M | 19.3M | $453.9M | 15.7M | +3.6M+22.99% | Add |
| QQUALCOMM INCQCOM |
| 1.18% | 1.26% | $394.0M | 2.1M | $383.2M | 3.0M | -843,092-28.34% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 1.17% | 1.35% | $392.9M | 3.1M | $410.5M | 2.9M | +164,758+5.59% | Add |
 HCA HEALTHCARE INCHCA |
| 1.16% | 1.12% | $389.5M | 998,912 | $339.9M | 718,269 | +280,643+39.07% | Add |
 LOWES COS INC COMLOW |
| 1.16% | 0.02% | $387.4M | 1.8M | $6.7M | 28,334 | +1.7M+6,100.88% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.16% | 1.22% | $387.1M | 5.4M | $370.6M | 5.2M | +211,284+4.10% | Add |
 NEWMONT CORPNEM |
| 1.13% | 1.34% | $377.6M | 4.0M | $408.8M | 3.8M | +266,885+7.07% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.09% | 0.02% | $366.4M | 1.0M | $6.4M | 18,710 | +1.0M+5,428.83% | Add |
 EXPEDIA GROUP INCEXPE |
| 1.08% | 0.81% | $362.0M | 1.4M | $246.9M | 1.1M | +345,010+32.26% | Add |
 T-MOBILE US INC COMTMUS |
| 1.07% | 1.21% | $356.9M | 2.1M | $368.7M | 1.8M | +372,333+21.21% | Add |
 FORD MTR COF |
| 1.02% | 1.17% | $341.1M | 24.5M | $356.2M | 30.9M | -6.3M-20.50% | Reduce |
 INTUITINTU |
| 1% | 1.18% | $334.8M | 1.3M | $358.8M | 829,753 | +452,914+54.58% | Add |
 SALESFORCE INCCRM |
| 0.97% | 1.22% | $324.7M | 2.1M | $371.8M | 2.0M | +80,994+4.07% | Add |
 MARATHON PETE CORPMPC |
| 0.96% | 1.07% | $320.3M | 1.3M | $326.7M | 1.3M | -85,494-6.39% | Reduce |
 EQT CORPEQT |
| 0.95% | 0.7% | $319.0M | 6.0M | $213.0M | 3.3M | +2.7M+79.22% | Add |
 ADOBE INC COMADBE |
| 0.95% | 1.13% | $316.6M | 1.5M | $344.5M | 1.4M | +126,646+8.94% | Add |
 AIRBNB INC COM CL AABNB |
| 0.92% | 0.96% | $307.4M | 2.1M | $293.6M | 2.3M | -176,836-7.61% | Reduce |
 MCKESSON CORP COMMCK |
| 0.91% | 1.17% | $305.0M | 403,595 | $357.0M | 412,520 | -8,925-2.16% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.91% | 1.17% | $304.4M | 2.4M | $355.9M | 1.8M | +651,188+36.28% | Add |
 ANGLOGOLD ASHANTI PLCAU |
| 0.9% | — | $302.9M | 3.7M | $0 | 0 | +3.7M | New Buy |
 CARDINAL HEALTH INCCAH |
| 0.87% | 1.09% | $291.0M | 1.2M | $330.7M | 1.6M | -339,977-21.72% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.83% | 0.79% | $277.7M | 1.2M | $241.4M | 1.2M | +51,512+4.33% | Add |
 BROADCOM INCAVGO |
| 0.82% | 0.52% | $275.5M | 729,373 | $159.2M | 514,445 | +214,928+41.78% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.82% | 1.26% | $273.7M | 1.6M | $385.0M | 1.9M | -389,339-20.00% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.81% | 0.89% | $270.7M | 1.0M | $270.1M | 1.1M | -53,448-4.89% | Reduce |
 MICROSOFT CORPMSFT |
| 0.81% | 0.61% | $270.3M | 724,498 | $186.5M | 503,901 | +220,597+43.78% | Add |
 DELTA AIR LINES INCDAL |
| 0.8% | 0.88% | $268.5M | 2.9M | $268.2M | 4.0M | -1.2M-28.93% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.77% | 0.1% | $258.6M | 224,073 | $31.9M | 94,495 | +129,578+137.13% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.77% | 0.92% | $258.6M | 3.4M | $280.1M | 3.9M | -468,162-12.15% | Reduce |
 BIOGEN INCBIIB |
| 0.72% | 0.4% | $242.6M | 1.1M | $121.1M | 660,408 | +462,573+70.04% | Add |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.72% | 0.52% | $239.6M | 1.8M | $158.3M | 1.7M | +42,736+2.49% | Add |
 KRAFT HEINZ CO COMKHC |
| 0.71% | 0.68% | $236.5M | 10.0M | $208.5M | 9.3M | +741,530+8.00% | Add |
| SSANDISK CORP COMSNDK |
| 0.7% | 0.02% | $235.1M | 103,383 | $5.1M | 8,070 | +95,313+1,181.08% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 0.7% | 0.35% | $232.9M | 2.6M | $106.6M | 970,691 | +1.6M+163.09% | Add |
| OOMNICOM GROUP INCOMC |
| 0.69% | 0.7% | $230.9M | 3.2M | $214.5M | 2.8M | +323,346+11.36% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.69% | 0.91% | $230.4M | 369,451 | $277.1M | 358,633 | +10,818+3.02% | Add |
 AMAZON COM INCAMZN |
| 0.69% | 0.42% | $229.5M | 962,718 | $129.4M | 621,178 | +341,540+54.98% | Add |
 COLGATE PALMOLIVE COCL |
| 0.68% | 0.69% | $227.1M | 2.5M | $208.9M | 2.5M | +26,165+1.07% | Add |
 D R HORTON INCDHI |
| 0.67% | 0.66% | $224.5M | 1.4M | $200.9M | 1.5M | -85,988-5.87% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.66% | 0.02% | $219.4M | 4.9M | $5.7M | 240,544 | +4.6M+1,921.94% | Add |
 SLB LIMITEDSLB |
| 0.65% | 1.02% | $216.6M | 4.7M | $310.0M | 6.0M | -1.4M-22.77% | Reduce |
 EOG RES INCEOG |
| 0.65% | 0.78% | $216.4M | 1.7M | $238.0M | 1.6M | +22,066+1.34% | Add |
