| 3M Company | COM | $577K | 0.1% | 3,607 SH | New |
| Air Lease Corporation | COM | $6.7M | 1.7% | 103,926 SH | New |
| Alexander & Baldwin, Inc. | COM | $758K | 0.2% | 36,741 SH | New |
| Alibaba Group Holdings, Ltd. | COM | $2.3M | 0.6%Prev: 0.5% | 15,490 SH | Increased+3,365 SH |
| Alphabet, Inc. - Class C | COM | $13.7M | 3.5%Prev: 2.7% | 43,516 SH | Increased-3,573 SH |
| Amazon.com, Inc. | COM | $12.7M | 3.2%Prev: 2.9% | 54,850 SH | Increased-752 SH |
| Amphenol Corp. - Cl A | COM | $2.7M | 0.7%Prev: 0.6% | 20,325 SH | Increased+495 SH |
| Apple, Inc. | COM | $14.5M | 3.7%Prev: 3.2% | 53,318 SH | Increased-513 SH |
| Ares Management Corp. | COM | $1.0M | 0.3%Prev: 0.2% | 6,375 SH | Increased+785 SH |
| Aspen Life Insurance Holdings | COM | $4.8M | 1.2% | 130,006 SH | New |
| Astria Therapeutics, Inc. | COM | $9.7M | 2.5% | 739,565 SH | New |
| AutoZone, Inc. | COM | $556K | 0.1%Prev: 0.4% | 164 SH | Decreased-271 SH |
| Avidity Biosciences, Inc. | COM | $11.5M | 2.9% | 158,959 SH | New |
| BankFinancial Corporation | COM | $7.3M | 1.9%Prev: 1.4% | 610,872 SH | Increased+112,461 SH |
| BioNTech SE | COM | $4.7M | 1.2% | 49,381 SH | New |
| Blackbaud, Inc. | COM | $443K | 0.1%Prev: 0.1% | 7,000 SH | Decreased |
| Blue Foundry Bancorp | COM | $319K | 0.1% | 25,662 SH | New |
| Boeing Co. | COM | $15.3M | 3.9%Prev: 3.4% | 70,329 SH | Increased+3,040 SH |
| Brighthouse Financial, Inc. | COM | $5.9M | 1.5% | 91,014 SH | New |
| Broadcom, Inc. | COM | $6.7M | 1.7%Prev: 1.5% | 19,449 SH | Increased+97 SH |
| Bullish | COM | $441K | 0.1% | 11,635 SH | New |
| Cadence Bank | COM | $2.3M | 0.6% | 54,685 SH | New |
| Citigroup Inc. | COM | $13.7M | 3.5%Prev: 2.8% | 117,674 SH | Increased+157 SH |
| City Office REIT, Inc. | COM | $5.3M | 1.4% | 764,158 SH | New |
| Clearwater Analytics Holdings, | COM | $4.2M | 1.1% | 176,000 SH | New |
| Confluent, Inc. | COM | $2.3M | 0.6% | 75,000 SH | New |
| Costco Wholesale Corp. | COM | $1.6M | 0.4%Prev: 0.2% | 1,912 SH | Increased+846 SH |
| Dayforce, Inc. | COM | $12.9M | 3.3% | 186,384 SH | New |
| Diamondback Energy, Inc. | COM | $967K | 0.2%Prev: 0.2% | 6,430 SH | Increased+60 SH |
| DigitalBridge Group, Inc. | COM | $1.0M | 0.3% | 66,260 SH | New |
| DoorDash, Inc. | COM | $660K | 0.2%Prev: 0.1% | 2,914 SH | Increased+2,074 SH |
| Eli Lilly & Co. | COM | $5.6M | 1.4%Prev: 0.9% | 5,229 SH | Increased+292 SH |
| Exact Sciences Corp | COM | $8.9M | 2.3% | 87,528 SH | New |
| Exxon Mobil Corp. | COM | $3.4M | 0.9%Prev: 1.0% | 27,870 SH | Decreased-8,205 SH |
| Ferrari NV | COM | $1.3M | 0.3%Prev: 0.4% | 3,526 SH | Decreased-364 SH |
| Fidelity Wise Origin Bitcoin F | COM | $1.0M | 0.3% | 13,535 SH | New |
| Frontier Communications Parent | COM | $11.1M | 2.8%Prev: 2.2% | 292,443 SH | Increased+47,700 SH |
| Gulf Island Fabrication Inc. | COM | $4.2M | 1.1% | 350,281 SH | New |
| HEICO Corp. | COM | $2.9M | 0.7%Prev: 0.6% | 8,978 SH | Increased+545 SH |
| Heritage Commerce Corp. | COM | $340K | 0.1% | 28,315 SH | New |
| Hologic, Inc. | COM | $4.7M | 1.2% | 63,627 SH | New |
| Humana, Inc. | COM | $2.5M | 0.6%Prev: 0.6% | 9,577 SH | Decreased-640 SH |
| Interactive Brokers Group, Inc | COM | $2.0M | 0.5%Prev: 0.4% | 30,785 SH | Increased+3,285 SH |
| Intuitive Surgical, Inc. | COM | $880K | 0.2%Prev: 0.2% | 1,554 SH | Increased-197 SH |
| iShares Russell 2000 Index | COM | $2.1M | 0.5%Prev: 0.5% | 8,390 SH | Increased |
| L3Harris Technologies, Inc. | COM | $2.5M | 0.6%Prev: 0.5% | 8,520 SH | Increased+1,110 SH |
| Lululemon Athletica, Inc. | COM | $933K | 0.2%Prev: 0.3% | 4,491 SH | Decreased-1,975 SH |
| Martin Marietta Materials, Inc | COM | $3.0M | 0.8%Prev: 0.7% | 4,815 SH | Increased+408 SH |
| Mastercard Inc. - Class A | COM | $15.2M | 3.8%Prev: 3.6% | 26,540 SH | Increased+9 SH |
| Meta Platforms, Inc. | COM | $9.5M | 2.4%Prev: 2.3% | 14,419 SH | Decreased+1,095 SH |
| Microsoft Corp. | COM | $13.1M | 3.3%Prev: 3.3% | 26,985 SH | Decreased-20 SH |
| Middlefield Banc Corp. | COM | $3.2M | 0.8% | 93,365 SH | New |
| Monster Beverage Corp. | COM | $1.4M | 0.3%Prev: 0.3% | 17,616 SH | Increased |
| Nasdaq, Inc. | COM | $2.3M | 0.6%Prev: 0.5% | 24,080 SH | Increased |
| Netflix, Inc. | COM | $3.0M | 0.8%Prev: 1.8% | 31,625 SH | Decreased+25,249 SH |
| NVIDIA Corp. | COM | $43.3M | 11.0%Prev: 10.6% | 232,355 SH | Decreased-8,898 SH |
| NXP Semiconductors NV | COM | $1.5M | 0.4%Prev: 0.5% | 6,732 SH | Decreased-2,061 SH |
| ProAssurance Corp. | COM | $8.1M | 2.1%Prev: 1.7% | 335,351 SH | Increased+43,281 SH |
| REV Group, Inc. | COM | $5.0M | 1.3% | 81,979 SH | New |
| Rocket Companies, Inc. | COM | $1.3M | 0.3% | 66,000 SH | New |
| Salesforce, Inc. | COM | $1.2M | 0.3%Prev: 0.3% | 4,575 SH | Increased |
| Sealed Air Corp. | COM | $3.1M | 0.8% | 75,000 SH | New |
| ServiceNow, Inc. | COM | $4.6M | 1.2%Prev: 1.3% | 30,145 SH | Decreased+24,116 SH |
| Shopify, Inc. - CL A | COM | $2.1M | 0.5%Prev: 0.2% | 13,318 SH | Increased+7,273 SH |
| Spotify Technology S.A. | COM | $5.1M | 1.3%Prev: 1.1% | 8,808 SH | Increased+1,959 SH |
| Stryker Corp. | COM | $385K | 0.1% | 1,095 SH | New |
| Synopsys, Inc. | COM | $553K | 0.1%Prev: 0.7% | 1,178 SH | Decreased-4,887 SH |
| Taiwan Semiconductor | COM | $2.7M | 0.7%Prev: 0.5% | 9,033 SH | Increased+720 SH |
| TJX Company, Inc. | COM | $7.1M | 1.8%Prev: 1.6% | 46,416 SH | Increased-1,695 SH |
| Toll Brothers, Inc. | COM | $3.4M | 0.9%Prev: 1.1% | 25,367 SH | Decreased-7,640 SH |
| TransDigm Group, Inc. | COM | $4.5M | 1.1%Prev: 1.7% | 3,384 SH | Decreased-1,983 SH |
| UBS Group AG | COM | $17.0M | 4.3%Prev: 3.6% | 367,938 SH | Increased+313 SH |
| United Rentals Inc. | COM | $643K | 0.2% | 794 SH | New |
| Vertiv Holdings Co. | COM | $1.3M | 0.3%Prev: 0.2% | 8,317 SH | Increased+3,162 SH |
| Vulcan Materials Company | COM | $6.5M | 1.6%Prev: 1.4% | 22,731 SH | Increased+3,058 SH |
| Walt Disney Company/The | COM | $1.8M | 0.5%Prev: 0.4% | 15,970 SH | Decreased |
| Welltower, Inc. | COM | $424K | 0.1% | 2,286 SH | New |