 ALPHABET INCGOOGL |
| 5.44% | 5.51% | $47.4M | 132,756 | $41.2M | 143,293 | -10,537-7.35% | Reduce |
 MICROSOFT CORPMSFT |
| 3.31% | 3.52% | $28.8M | 77,238 | $26.3M | 71,057 | +6,181+8.70% | Add |
 EXXON MOBIL CORPXOM |
| 2.36% | 3.42% | $20.6M | 150,664 | $25.5M | 150,571 | +93+0.06% | Add |
| CCITIGROUP INCC |
| 2.15% | 2.13% | $18.7M | 133,704 | $15.9M | 140,138 | -6,434-4.59% | Reduce |
 VIATRIS INCVTRS |
| 1.99% | 2% | $17.3M | 1.1M | $14.9M | 1.1M | -13,825-1.25% | Reduce |
 CISCO SYS INCCSCO |
| 1.73% | 1.54% | $15.1M | 128,339 | $11.5M | 148,239 | -19,900-13.42% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 1.69% | 1.77% | $14.7M | 907,005 | $13.2M | 900,446 | +6,559+0.73% | Add |
| QQUALCOMM INCQCOM |
| 1.68% | 1.64% | $14.6M | 79,017 | $12.2M | 95,065 | -16,048-16.88% | Reduce |
 LKQ CORPLKQ |
| 1.62% | 1.55% | $14.1M | 534,842 | $11.6M | 394,786 | +140,056+35.48% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.6% | 1.53% | $14.0M | 33,642 | $11.4M | 42,295 | -8,653-20.46% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.59% | 1.66% | $13.8M | 42,275 | $12.4M | 42,317 | -42-0.10% | Reduce |
 AMN HEALTHCARE SVCS INCAMN |
| 1.57% | 1.12% | $13.7M | 422,381 | $8.4M | 457,020 | -34,639-7.58% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.52% | 1.56% | $13.3M | 233,039 | $11.7M | 239,002 | -5,963-2.49% | Reduce |
 CVS HEALTH CORPCVS |
| 1.5% | 1.23% | $13.0M | 126,036 | $9.2M | 128,182 | -2,146-1.67% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 1.43% | 1.2% | $12.5M | 44,310 | $9.0M | 45,682 | -1,372-3.00% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.42% | 1.59% | $12.4M | 48,713 | $11.9M | 48,730 | -17-0.03% | Reduce |
 APPLE INCAAPL |
| 1.42% | 1.47% | $12.3M | 42,622 | $11.0M | 43,163 | -541-1.25% | Reduce |
 PEPSICO INCPEP |
| 1.35% | 1.62% | $11.8M | 87,165 | $12.1M | 77,978 | +9,187+11.78% | Add |
 PERFORMANCE FOOD GROUP COPFGC |
| 1.34% | 1.19% | $11.6M | 104,158 | $8.9M | 103,619 | +539+0.52% | Add |
 TARGET CORP COMTGT |
| 1.33% | — | $11.6M | 88,458 | $0 | 0 | +88,458 | New Buy |
 META PLATFORMS INCMETA |
| 1.33% | 1.5% | $11.5M | 20,504 | $11.2M | 19,628 | +876+4.46% | Add |
 PFIZER INCPFE |
| 1.3% | 1.74% | $11.3M | 469,287 | $13.0M | 464,171 | +5,116+1.10% | Add |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 1.29% | 1.12% | $11.2M | 212,431 | $8.4M | 180,636 | +31,795+17.60% | Add |
| CCHEWY INC CL ACHWY |
| 1.26% | 0.96% | $11.0M | 559,866 | $7.2M | 265,962 | +293,904+110.51% | Add |
| EEBAY INC. COMEBAY |
| 1.25% | 1.43% | $10.9M | 97,165 | $10.7M | 117,746 | -20,581-17.48% | Reduce |
 COHERENT CORPCOHR |
| 1.23% | — | $10.7M | 27,175 | $0 | 0 | +27,175 | New Buy |
 SCHWAB CHARLES CORPSCHW |
| 1.23% | 1.29% | $10.7M | 115,819 | $9.7M | 102,917 | +12,902+12.54% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.22% | 1.39% | $10.7M | 246,784 | $10.4M | 229,741 | +17,043+7.42% | Add |
| OO-I GLASS INCOI |
| 1.16% | 1.07% | $10.1M | 1.0M | $8.0M | 763,572 | +281,799+36.91% | Add |
 CONCENTRIX CORPCNXC |
| 1.15% | 1.15% | $10.0M | 445,441 | $8.6M | 314,586 | +130,855+41.60% | Add |
 PROCTER & GAMBLE COPG |
| 1.09% | 1.23% | $9.5M | 64,779 | $9.2M | 63,746 | +1,033+1.62% | Add |
 GE AEROSPACEGE |
| 1.07% | 0.94% | $9.3M | 24,878 | $7.1M | 24,878 | 00.00% | Unchanged |
 VISA INCV |
| 1.06% | 1.08% | $9.3M | 27,042 | $8.1M | 26,803 | +239+0.89% | Add |
 STATE STR CORP COMSTT |
| 1.06% | 1% | $9.2M | 54,352 | $7.4M | 58,846 | -4,494-7.64% | Reduce |
 ABBVIE INCABBV |
| 1% | 0.93% | $8.7M | 34,736 | $6.9M | 31,807 | +2,929+9.21% | Add |
 CITIZENS FINL GROUP INCCFG |
| 0.95% | 0.96% | $8.3M | 118,394 | $7.1M | 119,098 | -704-0.59% | Reduce |
 MICROCHIP TECHNOLOGYMCHP |
| 0.95% | 0.8% | $8.2M | 90,349 | $6.0M | 92,643 | -2,294-2.48% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.93% | 0.92% | $8.1M | 33,090 | $6.9M | 33,078 | +12+0.04% | Add |
 INTUITINTU |
| 0.91% | 0.96% | $8.0M | 30,507 | $7.2M | 16,602 | +13,905+83.75% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 0.91% | 1.05% | $7.9M | 67,866 | $7.8M | 67,683 | +183+0.27% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.9% | 0.99% | $7.9M | 125,410 | $7.4M | 125,683 | -273-0.22% | Reduce |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 0.9% | 0.92% | $7.8M | 525,323 | $6.9M | 521,937 | +3,386+0.65% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.87% | 0.92% | $7.6M | 21,653 | $6.9M | 24,438 | -2,785-11.40% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 0.86% | 0.98% | $7.5M | 157,418 | $7.3M | 219,851 | -62,433-28.40% | Reduce |
| CCIGNA GROUPLIBD |
| 0.85% | 0.94% | $7.4M | 26,780 | $7.1M | 26,487 | +293+1.11% | Add |
 SMUCKER J M COSJM |
| 0.82% | 0.76% | $7.1M | 63,515 | $5.7M | 58,600 | +4,915+8.39% | Add |
 ADOBE INC COMADBE |
| 0.82% | 0.91% | $7.1M | 34,659 | $6.8M | 27,910 | +6,749+24.18% | Add |
 WORKDAY INCWDAY |
| 0.81% | — | $7.1M | 57,704 | $0 | 0 | +57,704 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.79% | 0.74% | $6.9M | 55,907 | $5.6M | 35,317 | +20,590+58.30% | Add |
 GE VERNOVA INCGEV |
| 0.79% | 0.68% | $6.9M | 5,834 | $5.1M | 5,834 | 00.00% | Unchanged |
