 MICROSOFT CORPMSFT |
| 5.85% | 4.39% | $5.7M | 13,528 | $4.9M | 13,053 | +475+3.64% | Add |
 AMAZON COM INCAMZN |
| 5.25% | 4.42% | $5.1M | 28,293 | $4.9M | 32,484 | -4,191-12.90% | Reduce |
 DISNEY WALT CODIS |
| 5.23% | 3.91% | $5.1M | 41,601 | $4.4M | 48,424 | -6,823-14.09% | Reduce |
 GENERAL MTRS COGM |
| 5.17% | 2.54% | $5.0M | 110,981 | $2.8M | 79,088 | +31,893+40.33% | Add |
 ALPHABET INCGOOGL |
| 4.8% | 5.08% | $4.7M | 30,910 | $5.7M | 40,602 | -9,692-23.87% | Reduce |
 APPLE INCAAPL |
| 3.37% | 1.55% | $3.3M | 19,121 | $1.7M | 9,022 | +10,099+111.94% | Add |
| NNEXTERA ENERGY INCNEE |
| 3% | 2.4% | $2.9M | 45,662 | $2.7M | 44,223 | +1,439+3.25% | Add |
 MOBILEYE GLOBAL INCMBLY |
| 2.76% | 2.9% | $2.7M | 83,636 | $3.2M | 74,877 | +8,759+11.70% | Add |
 ALBEMARLE CORPALB |
| 2.62% | 2.5% | $2.5M | 19,325 | $2.8M | 19,325 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 2.52% | 2.44% | $2.4M | 4,408 | $2.7M | 5,907 | -1,499-25.38% | Reduce |
 WALMART INCWMT |
| 2.52% | 2.48% | $2.4M | 40,686 | $2.8M | 17,555 | +23,131+131.76% | Add |
 SYSCO CORP COMSYY |
| 2.51% | 2.31% | $2.4M | 30,042 | $2.6M | 35,334 | -5,292-14.98% | Reduce |
 ADOBE INC COMADBE |
| 2.5% | 2.48% | $2.4M | 4,816 | $2.8M | 4,643 | +173+3.73% | Add |
 EMERSON ELEC COEMR |
| 2.47% | 2.7% | $2.4M | 21,195 | $3.0M | 31,020 | -9,825-31.67% | Reduce |
| CCANADIAN NAT RES LTDCNQ |
| 2.46% | 1.71% | $2.4M | 31,401 | $1.9M | 29,085 | +2,316+7.96% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.42% | 2.38% | $2.4M | 9,729 | $2.7M | 9,729 | 00.00% | Unchanged |
| AAT&T INCT |
| 2.39% | 2.38% | $2.3M | 131,946 | $2.7M | 158,579 | -26,633-16.79% | Reduce |
| CCHEMOURS COCC |
| 2.37% | 2.54% | $2.3M | 87,819 | $2.8M | 90,035 | -2,216-2.46% | Reduce |
 NIKE INCNKE |
| 2.36% | 1.86% | $2.3M | 24,448 | $2.1M | 19,133 | +5,315+27.78% | Add |
 UBER TECHNOLOGIES INCUBER |
| 2.36% | 2.31% | $2.3M | 29,824 | $2.6M | 41,842 | -12,018-28.72% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.31% | 4.07% | $2.3M | 19,100 | $4.5M | 53,305 | -34,205-64.17% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 2.25% | 2.1% | $2.2M | 14,215 | $2.4M | 18,120 | -3,905-21.55% | Reduce |
 CATERPILLAR INCCAT |
| 2.24% | 2.5% | $2.2M | 5,958 | $2.8M | 9,450 | -3,492-36.95% | Reduce |
| QQUALCOMM INCQCOM |
| 2.23% | 2.4% | $2.2M | 12,791 | $2.7M | 18,557 | -5,766-31.07% | Reduce |
 TARGET CORP COMTGT |
| 2.21% | 2.22% | $2.2M | 12,144 | $2.5M | 17,402 | -5,258-30.21% | Reduce |
| PPROCORE TECHNOLOGIES INCPCOR |
| 2.2% | 1.59% | $2.1M | 26,001 | $1.8M | 25,593 | +408+1.59% | Add |
 STANLEY BLACK & DECKER INCSWK |
| 2.19% | 1.91% | $2.1M | 21,790 | $2.1M | 21,790 | 00.00% | Unchanged |
| WWALGREENS BOOTS ALLIANCE INCWBA |
| 2.03% | 2.12% | $2.0M | 90,904 | $2.4M | 90,904 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 1.96% | 2.35% | $1.9M | 10,936 | $2.6M | 15,374 | -4,438-28.87% | Reduce |
 UNITED RENTALS INCURI |
| 1.64% | 2.17% | $1.6M | 2,218 | $2.4M | 4,223 | -2,005-47.48% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.56% | 0.02% | $1.5M | 4,369 | $23,160 | 66 | +4,303+6,519.70% | Add |
| NNOUVEAU MONDE GRAPHITE INCNMG |
| 1.47% | 2.13% | $1.4M | 626,496 | $2.4M | 911,949 | -285,453-31.30% | Reduce |
 MCDONALDS CORPMCD |
| 1.41% | 1.49% | $1.4M | 4,881 | $1.7M | 5,620 | -739-13.15% | Reduce |
| TTHE LION ELECTRIC COMPANY |
| 1.18% | 2.45% | $1.1M | 807,323 | $2.7M | 1.5M | -736,515-47.71% | Reduce |
 META PLATFORMS INCMETA |
| 0.93% | 0.88% | $900,751 | 1,855 | $977,991 | 2,763 | -908-32.86% | Reduce |
 MEDTRONIC PLCMDT |
| 0.89% | 1.66% | $868,711 | 9,968 | $1.9M | 22,485 | -12,517-55.67% | Reduce |
 ELI LILLY & COLLY |
| 0.74% | 0.3% | $722,725 | 929 | $339,259 | 582 | +347+59.62% | Add |
 VISA INCV |
| 0.57% | 0.27% | $552,299 | 1,979 | $306,692 | 1,178 | +801+68.00% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.43% | 0.34% | $417,445 | 462 | $380,824 | 769 | -307-39.92% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.39% | 0.32% | $379,852 | 2,792 | $355,160 | 3,415 | -623-18.24% | Reduce |
 AVERY DENNISON CORPAVY |
| 0.36% | 0.44% | $346,707 | 1,553 | $490,440 | 2,426 | -873-35.99% | Reduce |
| AAGCO CORPAGCO |
| 0.29% | 0.25% | $285,898 | 2,324 | $282,157 | 2,324 | 00.00% | Unchanged |
 HEXCEL CORP NEWHXL |
| 0.27% | 0.24% | $262,187 | 3,599 | $265,426 | 3,599 | 00.00% | Unchanged |
 ZSCALER INCZS |
| 0.25% | 0.25% | $241,173 | 1,252 | $277,393 | 1,252 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 0.25% | 0.37% | $239,026 | 4,361 | $418,662 | 8,045 | -3,684-45.79% | Reduce |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 0.24% | 0.32% | $233,727 | 2,726 | $352,720 | 3,725 | -999-26.82% | Reduce |
| MMARATHON OIL CORPMRO |
| 0.23% | — | $221,052 | 7,800 | $0 | 0 | +7,800 | New Buy |
| CCHART INDS INCGTLS |
| 0.21% | 0.15% | $205,076 | 1,245 | $169,731 | 1,245 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.2% | 0.01% | $198,224 | 260 | $7,065 | 10 | +250+2,500.00% | Add |
 SALESFORCE INCCRM |
| 0.2% | 0.14% | $195,767 | 650 | $157,884 | 600 | +50+8.33% | Add |
