 APPLE INCAAPL |
| 4.86% | 4.49% | $65.3M | 225,701 | $59.9M | 235,931 | -10,230-4.34% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.51% | 3.31% | $60.6M | 83,758 | $44.1M | 129,143 | -45,385-35.14% | Reduce |
 KLA CORPKLAC |
| 4.16% | 2.99% | $55.9M | 185,356 | $39.8M | 27,026 | +158,330+585.84% | Add |
 MICROSOFT CORPMSFT |
| 3.93% | 3.5% | $52.8M | 141,576 | $46.6M | 126,019 | +15,557+12.34% | Add |
 ALPHABET INCGOOGL |
| 3.28% | 3.01% | $44.0M | 123,175 | $40.2M | 139,628 | -16,453-11.78% | Reduce |
 CISCO SYS INCCSCO |
| 3.07% | 2.68% | $41.2M | 350,893 | $35.6M | 459,371 | -108,478-23.61% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.86% | 2.03% | $38.4M | 192,007 | $27.0M | 154,927 | +37,080+23.93% | Add |
 META PLATFORMS INCMETA |
| 2.7% | 2.84% | $36.3M | 64,450 | $37.8M | 66,114 | -1,664-2.52% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.24% | 1.97% | $30.1M | 107,214 | $26.2M | 108,225 | -1,011-0.93% | Reduce |
 HP INCHPQ |
| 2.15% | 2.04% | $28.9M | 1.3M | $27.2M | 1.4M | -96,678-6.83% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.9% | 2.2% | $25.5M | 49,689 | $29.3M | 58,662 | -8,973-15.30% | Reduce |
 UNITED RENTALS INCURI |
| 1.86% | 1.19% | $25.0M | 22,095 | $15.8M | 21,721 | +374+1.72% | Add |
 ORACLE CORPORCL |
| 1.8% | 1.72% | $24.2M | 164,825 | $22.9M | 155,918 | +8,907+5.71% | Add |
 MARRIOTT INTL INC NEWMAR |
| 1.77% | 0.29% | $23.7M | 63,990 | $3.8M | 11,707 | +52,283+446.60% | Add |
 ROPER TECHNOLOGIES INCROP |
| 1.68% | 1.82% | $22.6M | 66,661 | $24.3M | 68,589 | -1,928-2.81% | Reduce |
 CUMMINS INCCMI |
| 1.63% | 1.46% | $21.8M | 30,633 | $19.5M | 36,191 | -5,558-15.36% | Reduce |
 DISNEY WALT CODIS |
| 1.62% | 1.77% | $21.8M | 226,422 | $23.5M | 244,025 | -17,603-7.21% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 1.61% | 2.67% | $21.6M | 509,998 | $35.6M | 708,600 | -198,602-28.03% | Reduce |
 ADOBE INC COMADBE |
| 1.6% | 1.83% | $21.5M | 104,986 | $24.3M | 100,063 | +4,923+4.92% | Add |
 QUANTA SVCS INCPWR |
| 1.56% | 1.66% | $20.9M | 29,015 | $22.1M | 40,190 | -11,175-27.81% | Reduce |
 D R HORTON INCDHI |
| 1.51% | 1.49% | $20.3M | 124,564 | $19.9M | 144,836 | -20,272-14.00% | Reduce |
 TRAVELERS COSTRV |
| 1.49% | 1.73% | $20.0M | 60,592 | $23.1M | 79,098 | -18,506-23.40% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.42% | 1.44% | $19.1M | 335,281 | $19.2M | 394,097 | -58,816-14.92% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.41% | 1.51% | $19.0M | 58,030 | $20.1M | 68,385 | -10,355-15.14% | Reduce |
 UNION PAC CORPUNP |
| 1.4% | 1.46% | $18.8M | 69,269 | $19.5M | 80,409 | -11,140-13.85% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 1.39% | 1.64% | $18.7M | 90,811 | $21.9M | 111,515 | -20,704-18.57% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 1.38% | 1.67% | $18.5M | 71,180 | $22.2M | 89,847 | -18,667-20.78% | Reduce |
 METLIFE INC COMMET |
| 1.37% | 1.34% | $18.4M | 217,438 | $17.8M | 251,732 | -34,294-13.62% | Reduce |
 AMERIPRISE FINL INCAMP |
| 1.33% | 1.51% | $17.9M | 39,025 | $20.1M | 45,254 | -6,229-13.76% | Reduce |
 MERCK & CO INCMRK |
| 1.28% | 1.62% | $17.1M | 133,454 | $21.5M | 178,906 | -45,452-25.41% | Reduce |
 WABTECWAB |
| 1.26% | 1.54% | $17.0M | 62,973 | $20.5M | 82,039 | -19,066-23.24% | Reduce |
| AAPTIV PLCAPTV |
| 1.24% | 1.4% | $16.7M | 271,519 | $18.7M | 269,134 | +2,385+0.89% | Add |
 LOWES COS INC COMLOW |
| 1.16% | 1.73% | $15.6M | 70,821 | $23.1M | 97,776 | -26,955-27.57% | Reduce |
 TARGET CORP COMTGT |
| 1.15% | 1.42% | $15.4M | 118,102 | $18.9M | 155,566 | -37,464-24.08% | Reduce |
 ELI LILLY & COLLY |
| 1.12% | 0.07% | $15.1M | 12,549 | $868,263 | 944 | +11,605+1,229.34% | Add |
| CCBRE GROUP INC CL ACBRE |
| 1.12% | 1.15% | $15.0M | 111,565 | $15.3M | 112,905 | -1,340-1.19% | Reduce |
 KEURIG DR PEPPER INC COMKDP |
| 1.1% | 0.99% | $14.8M | 452,729 | $13.2M | 500,708 | -47,979-9.58% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.86% | $14.1M | 40,000 | $11.5M | 40,000 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 1.03% | 0.85% | $13.9M | 134,138 | $11.3M | 157,481 | -23,343-14.82% | Reduce |
 CONOCOPHILLIPSCOP |
| 1.02% | 1.74% | $13.6M | 131,131 | $23.1M | 175,135 | -44,004-25.13% | Reduce |
| FFISERV INCFISV |
| 0.97% | 1.19% | $13.0M | 264,331 | $15.9M | 284,125 | -19,794-6.97% | Reduce |
 VISA INCV |
| 0.91% | 0.9% | $12.2M | 35,674 | $12.0M | 39,763 | -4,089-10.28% | Reduce |
 INCYTE CORPINCY |
| 0.9% | 0.89% | $12.1M | 106,768 | $11.9M | 126,406 | -19,638-15.54% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 0.87% | 1.11% | $11.6M | 83,537 | $14.8M | 98,960 | -15,423-15.59% | Reduce |
 STEEL DYNAMICS INCSTLD |
| 0.83% | 0.75% | $11.1M | 48,566 | $10.0M | 55,432 | -6,866-12.39% | Reduce |
| TTYSON FOODS INCTSN |
| 0.82% | 1.1% | $11.1M | 193,060 | $14.7M | 229,489 | -36,429-15.87% | Reduce |
 MCKESSON CORP COMMCK |
| 0.79% | 1.15% | $10.6M | 14,055 | $15.4M | 17,759 | -3,704-20.86% | Reduce |
 BROADCOM INCAVGO |
| 0.78% | 1.19% | $10.4M | 27,591 | $15.9M | 51,271 | -23,680-46.19% | Reduce |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 0.77% | 0.85% | $10.4M | 128,243 | $11.3M | 139,338 | -11,095-7.96% | Reduce |
 DTE ENERGY CO COMDTE |
| 0.76% | 0.88% | $10.2M | 67,101 | $11.7M | 79,776 | -12,675-15.89% | Reduce |
