 APPLIED MATLS INCAMAT |
| 6.39% | 4.08% | $132.5M | 183,314 | $72.6M | 212,465 | -29,151-13.72% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.25% | 6.33% | $129.7M | 648,296 | $112.7M | 646,412 | +1,884+0.29% | Add |
 ALPHABET INCGOOGL |
| 4.37% | 4.14% | $90.7M | 253,688 | $73.7M | 256,420 | -2,732-1.07% | Reduce |
 ELI LILLY & COLLY |
| 4.18% | 3.83% | $86.8M | 72,402 | $68.1M | 74,093 | -1,691-2.28% | Reduce |
 APPLE INCAAPL |
| 4.16% | 4.11% | $86.3M | 298,092 | $73.2M | 288,500 | +9,592+3.32% | Add |
 AMAZON COM INCAMZN |
| 3.08% | 3.1% | $63.9M | 268,144 | $55.2M | 264,893 | +3,251+1.23% | Add |
 CUMMINS INCCMI |
| 2.39% | 2.12% | $49.5M | 69,463 | $37.7M | 70,116 | -653-0.93% | Reduce |
 GE AEROSPACEGE |
| 2.18% | 2.08% | $45.2M | 120,951 | $37.0M | 130,327 | -9,376-7.19% | Reduce |
 EATON CORP PLCETN |
| 2.07% | 1.98% | $43.0M | 100,903 | $35.3M | 98,698 | +2,205+2.23% | Add |
 JPMORGAN CHASE & COJPM |
| 2% | 2.09% | $41.5M | 126,799 | $37.2M | 126,438 | +361+0.29% | Add |
 VISA INCV |
| 1.99% | 2.04% | $41.4M | 120,532 | $36.4M | 120,485 | +47+0.04% | Add |
 UNITED RENTALS INCURI |
| 1.86% | 1.44% | $38.7M | 34,152 | $25.6M | 35,172 | -1,020-2.90% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 1.86% | 1.27% | $38.6M | 27,940 | $22.7M | 20,756 | +7,184+34.61% | Add |
 NUCOR CORPNUE |
| 1.81% | 1.6% | $37.5M | 168,438 | $28.5M | 168,444 | -6-0.00% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.66% | 1.88% | $34.4M | 372,338 | $33.5M | 356,533 | +15,805+4.43% | Add |
| EEXELON CORPEXC |
| 1.52% | 0.33% | $31.5M | 676,350 | $5.9M | 120,458 | +555,892+461.48% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.51% | 0.1% | $31.4M | 32,130 | $1.8M | 2,002 | +30,128+1,504.90% | Add |
 VULCAN MATLS COVMC |
| 1.48% | 1.56% | $30.6M | 103,861 | $27.8M | 102,226 | +1,635+1.60% | Add |
 MICROSOFT CORPMSFT |
| 1.46% | 1.6% | $30.4M | 81,393 | $28.6M | 77,162 | +4,231+5.48% | Add |
 ROSS STORES INC COMROST |
| 1.43% | 1.64% | $29.7M | 139,634 | $29.3M | 135,119 | +4,515+3.34% | Add |
 ILLUMINA INCILMN |
| 1.43% | 1.59% | $29.6M | 168,555 | $28.4M | 230,270 | -61,715-26.80% | Reduce |
 SYNOPSYS INCSNPS |
| 1.37% | 1.47% | $28.5M | 63,790 | $26.3M | 66,240 | -2,450-3.70% | Reduce |
 META PLATFORMS INCMETA |
| 1.33% | 1.53% | $27.7M | 49,120 | $27.3M | 47,771 | +1,349+2.82% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.33% | 1.52% | $27.7M | 55,291 | $27.0M | 56,330 | -1,039-1.84% | Reduce |
 SHOPIFY INCSHOP |
| 1.19% | 1.7% | $24.6M | 215,685 | $30.3M | 255,680 | -39,995-15.64% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 1.16% | 0.01% | $24.1M | 147,291 | $205,146 | 1,778 | +145,513+8,184.08% | Add |
 BROADCOM INCAVGO |
| 0.78% | 0.73% | $16.3M | 43,075 | $12.9M | 41,741 | +1,334+3.20% | Add |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.73% | $15.4M | 43,660 | $12.9M | 45,120 | -1,460-3.24% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.68% | 0.76% | $14.2M | 55,737 | $13.5M | 55,262 | +475+0.86% | Add |
 TESLA INCTSLA |
| 0.51% | 0.34% | $10.5M | 25,078 | $6.0M | 16,099 | +8,979+55.77% | Add |
 CISCO SYS INCCSCO |
| 0.51% | 0.41% | $10.5M | 89,747 | $7.3M | 93,954 | -4,207-4.48% | Reduce |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 0.48% | 0.48% | $9.9M | 98,839 | $8.5M | 93,595 | +5,244+5.60% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.47% | 0.19% | $9.8M | 16,826 | $3.3M | 16,359 | +467+2.85% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.46% | 0.17% | $9.6M | 8,308 | $3.0M | 8,863 | -555-6.26% | Reduce |
 COCA COLA COKO |
| 0.45% | 0.47% | $9.3M | 114,646 | $8.4M | 110,698 | +3,948+3.57% | Add |
 MCDONALDS CORPMCD |
| 0.43% | 0.54% | $9.0M | 33,334 | $9.7M | 31,127 | +2,207+7.09% | Add |
| KKOSMOS ENERGY LTDKOS |
| 0.41% | 0.63% | $8.5M | 4.0M | $11.1M | 4.0M | 00.00% | Unchanged |
 WASTE MGMT INC DELWM |
| 0.38% | 0.43% | $7.9M | 35,393 | $7.7M | 33,687 | +1,706+5.06% | Add |
 PALO ALTOPANW |
| 0.37% | 0.26% | $7.7M | 22,527 | $4.7M | 29,110 | -6,583-22.61% | Reduce |
 ABBVIE INCABBV |
| 0.37% | 0.37% | $7.6M | 30,320 | $6.5M | 29,986 | +334+1.11% | Add |
 AMETEK INC COMAME |
| 0.34% | 0.34% | $7.1M | 29,310 | $6.0M | 27,910 | +1,400+5.02% | Add |
 LAM RESEARCH CORPLRCX |
| 0.33% | 0.21% | $6.8M | 15,698 | $3.8M | 17,874 | -2,176-12.17% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.32% | 0.41% | $6.7M | 45,382 | $7.2M | 50,145 | -4,763-9.50% | Reduce |
 CENCORA INCCOR |
| 0.31% | 0.34% | $6.5M | 22,893 | $6.1M | 19,382 | +3,511+18.11% | Add |
 HUBBELL INCHUBB |
| 0.31% | 0.3% | $6.5M | 12,355 | $5.4M | 10,935 | +1,420+12.99% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.3% | 0.24% | $6.3M | 12,236 | $4.2M | 8,444 | +3,792+44.91% | Add |
 KLA CORPKLAC |
| 0.29% | 0.18% | $6.0M | 19,775 | $3.1M | 2,118 | +17,657+833.66% | Add |
 GENERAL MILLS INC COMGIS |
| 0.28% | 0.28% | $5.8M | 167,749 | $5.0M | 135,154 | +32,595+24.12% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.28% | 0.31% | $5.8M | 99,455 | $5.5M | 94,993 | +4,462+4.70% | Add |
 MCKESSON CORP COMMCK |
| 0.28% | 0.33% | $5.7M | 7,577 | $5.9M | 6,858 | +719+10.48% | Add |
