| ABBOTT LABORATORIES | COM | $68.3M | 1.3% | 665,664 SH | New |
| ABBVIE INC | COM | $3.7M | 0.1%Prev: 0.1% | 17,100 SH | Increased+8,500 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $45.0M | 0.8%Prev: 0.1% | 227,181 SH | Increased+223,081 SH |
| ADOBE INC | COM | $58.4M | 1.1%Prev: 0.0% | 240,441 SH | Increased+237,441 SH |
| ADVANCED MICRO DEVICES INC | COM | $407K | 0.0% | 2,000 SH | New |
| AIRBNB INC | COM CL A | $2.0M | 0.0% | 16,200 SH | New |
| ALPHABET INC | CAP STK CL A | $258.2M | 4.9%Prev: 5.1% | 897,830 SH | Increased+81,843 SH |
| ALPHABET INC | CAP STK CL C | $46.6M | 0.9%Prev: 0.1% | 162,616 SH | Increased+147,516 SH |
| AMAZON COM INC | COM | $305.9M | 5.8%Prev: 6.4% | 1,468,802 SH | Increased+644,663 SH |
| AMERICAN INTL GROUP INC | COM NEW | $16.5M | 0.3% | 219,143 SH | New |
| AMPHENOL CORP | CL A | $54.0M | 1.0% | 427,338 SH | New |
| ANALOG DEVICES INC | COM | $1.9M | 0.0% | 6,100 SH | New |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $9.4M | 0.2% | 442,667 SH | New |
| APPLE INC | COM | $236.9M | 4.5%Prev: 4.6% | 933,314 SH | Increased+427,207 SH |
| APPLIED MATLS INC | COM | $32.9M | 0.6%Prev: 0.0% | 96,348 SH | Increased+90,648 SH |
| APPLOVIN CORP | COM CL A | $915K | 0.0%Prev: 0.0% | 2,300 SH | Increased+1,000 SH |
| APTIV PLC | COM SHS | $9.4M | 0.2% | 134,664 SH | New |
| AT&T INC | COM | $55.2M | 1.0% | 1,902,460 SH | New |
| AUTOZONE INC | COM | $57.0M | 1.1%Prev: 2.0% | 16,863 SH | Increased+4,004 SH |
| AVERY DENNISON CORP | COM | $1.2M | 0.0% | 7,000 SH | New |
| BANK AMERICA CORP | COM | $6.5M | 0.1% | 134,200 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $958K | 0.0%Prev: 2.0% | 2,000 SH | Decreased-91,797 SH |
| BEST BUY INC | COM | $8.3M | 0.2% | 128,980 SH | New |
| BLACKSTONE INC | COM | $43.3M | 0.8%Prev: 1.9% | 376,390 SH | Decreased+44,034 SH |
| BOSTON SCIENTIFIC CORP | COM | $30.7M | 0.6% | 489,571 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $57.1M | 1.1%Prev: 0.0% | 941,009 SH | Increased+923,309 SH |
| BROADCOM INC | COM | $92.8M | 1.7%Prev: 0.9% | 299,818 SH | Increased+171,734 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $2.1M | 0.0%Prev: 0.0% | 12,800 SH | Increased+9,600 SH |
| BUILDERS FIRSTSOURCE INC | COM | $5.7M | 0.1%Prev: 0.0% | 68,839 SH | Increased+65,139 SH |
| C H ROBINSON WORLDWIDE IN | COM NEW | $2.6M | 0.0% | 15,500 SH | New |
| CARDINAL HEALTH INC | COM | $5.5M | 0.1% | 26,131 SH | New |
| CARLISLE COS INC | COM | $9.0M | 0.2%Prev: 0.0% | 26,832 SH | Increased+24,732 SH |
| CENTENE CORP DEL | COM | $1.3M | 0.0%Prev: 0.0% | 39,283 SH | Increased+26,783 SH |
| CF INDUSTRIES HOLD | COM | $14.6M | 0.3% | 112,172 SH | New |
| CHARTER COMMUNICATIONS INC | CL A | $4.2M | 0.1% | 19,493 SH | New |
| CHECK POINT SOFTWARE TECH LT | ORD | $7.7M | 0.1%Prev: 0.0% | 54,248 SH | Increased+53,348 SH |
| CISCO SYS INC | COM | $67.4M | 1.3% | 869,027 SH | New |
| CITIGROUP INC | COM NEW | $240.1M | 4.5%Prev: 0.0% | 2,117,206 SH | Increased+2,113,106 SH |
| CITIZENS FINL GROUP INC | COM | $15.9M | 0.3% | 265,671 SH | New |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | $4.1M | 0.1%Prev: 0.1% | 41,903 SH | Increased+19,890 SH |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $19.2M | 0.4%Prev: 0.0% | 312,778 SH | Increased+303,078 SH |
| COMCAST CORP NEW | CL A | $55.6M | 1.0% | 1,935,246 SH | New |
| CONSOLIDATED EDISON INC | COM | $2.0M | 0.0% | 18,000 SH | New |
| COREBRIDGE FINL INC | COM | $4.2M | 0.1% | 177,588 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $57.3M | 1.1% | 57,458 SH | New |
| CURTISS WRIGHT CORP | COM | $2.2M | 0.0% | 3,160 SH | New |
| CVS HEALTH CORP | COM | $10.3M | 0.2% | 143,486 SH | New |
| DECKERS OUTDOOR CORP | COM | $9.3M | 0.2%Prev: 0.0% | 92,702 SH | Increased+89,802 SH |
| DELL TECHNOLOGIES INC | CL C | $30.6M | 0.6% | 186,554 SH | New |
| DELTA AIR LINES INC | COM NEW | $6.7M | 0.1% | 101,207 SH | New |
| DEVON ENERGY CORP NEW | COM | $6.5M | 0.1% | 129,600 SH | New |
| DOMINOS PIZZA INC | COM | $416K | 0.0% | 1,160 SH | New |
| EBAY INC. | COM | $23.6M | 0.4% | 259,415 SH | New |
| EDWARDS LIFESCIENCES CORP | COM | $37.6M | 0.7%Prev: 1.1% | 469,603 SH | Increased+95,484 SH |
| ELECTRONIC ARTS INC | COM | $1.2M | 0.0% | 5,900 SH | New |
| ELI LILLY & CO | COM | $58.4M | 1.1%Prev: 1.3% | 63,464 SH | Increased+23,825 SH |
| EMCOR GROUP INC | COM | $9.7M | 0.2%Prev: 0.0% | 13,116 SH | Increased+11,316 SH |
| EOG RES INC | COM | $33.6M | 0.6% | 232,456 SH | New |
| EVEREST GROUP LTD | COM | $8.9M | 0.2% | 27,200 SH | New |
| EXELON CORP | COM | $2.9M | 0.1% | 59,200 SH | New |
| EXPEDIA GROUP INC | COM NEW | $17.7M | 0.3%Prev: 0.0% | 76,602 SH | Increased+74,202 SH |
| EXXON MOBIL CORP | COM | $1.1M | 0.0%Prev: 0.0% | 6,700 SH | Increased-1,200 SH |
| F5 INC | COM | $10.3M | 0.2% | 35,557 SH | New |
| FAIR ISAAC CORP | COM | $22.9M | 0.4%Prev: 0.0% | 21,422 SH | Increased+21,022 SH |
| FEDEX CORP | COM | $36.5M | 0.7% | 102,489 SH | New |
| FIRST CTZNS BANCSHARES INC D | CL A | $4.6M | 0.1% | 2,435 SH | New |
| FISERV INC | COM | $19.2M | 0.4%Prev: 0.0% | 343,943 SH | Increased+339,043 SH |
| FLEXTRONICS INTL LTD | ORD | $432K | 0.0% | 6,600 SH | New |
| FORD MTR CO | COM | $8.0M | 0.2% | 692,239 SH | New |
| FOX CORP | CL A COM | $10.6M | 0.2%Prev: 0.0% | 182,098 SH | Increased+169,198 SH |
| FOX CORP | CL B COM | $5.3M | 0.1% | 99,193 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $27.2M | 0.5%Prev: 2.1% | 125,585 SH | Decreased-26,636 SH |
| GARTNER INC | COM | $3.0M | 0.1%Prev: 0.0% | 18,680 SH | Increased+16,880 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $7.0M | 0.1%Prev: 0.2% | 97,834 SH | Increased+51,371 SH |
| GE VERNOVA INC | COM | $23.5M | 0.4% | 26,969 SH | New |
| GEN DIGITAL INC | COM | $6.8M | 0.1% | 360,364 SH | New |
| GENERAL MILLS INC | COM | $12.4M | 0.2% | 332,808 SH | New |
| GENERAL MTRS CO | COM | $24.1M | 0.5% | 323,505 SH | New |
| GILEAD SCIENCES INC | COM | $50.9M | 1.0%Prev: 0.0% | 365,396 SH | Increased+355,596 SH |
| GLOBAL PMTS INC | COM | $10.4M | 0.2% | 154,270 SH | New |
| GODADDY INC | CL A | $7.2M | 0.1% | 87,584 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $3.5M | 0.1% | 4,120 SH | New |
| GRACO INC | COM | $830K | 0.0% | 9,800 SH | New |
| HCA HEALTHCARE INC | COM | $51.7M | 1.0%Prev: 0.0% | 109,257 SH | Increased+106,957 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $19.1M | 0.4% | 802,575 SH | New |
| HP INC | COM | $11.4M | 0.2% | 594,928 SH | New |
| INGERSOLL RAND INC | COM | $27.1M | 0.5% | 338,464 SH | New |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $28.4M | 0.5% | 422,821 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $42.2M | 0.8%Prev: 2.8% | 268,129 SH | Decreased-134,809 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $8.4M | 0.2% | 34,611 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $50.6M | 1.0%Prev: 1.7% | 109,674 SH | Increased+26,584 SH |
| JABIL INC | COM | $19.9M | 0.4%Prev: 0.0% | 74,976 SH | Increased+70,676 SH |
| JACOBS SOLUTIONS INC | COM | $1.2M | 0.0% | 9,400 SH | New |
| JOHNSON & JOHNSON | COM | $733K | 0.0%Prev: 0.0% | 3,000 SH | Increased-200 SH |
| JPMORGAN CHASE & CO | COM | $67.1M | 1.3% | 228,188 SH | New |
| KEYCORP | COM | $1.5M | 0.0% | 77,100 SH | New |
| KROGER CO | COM | $8.2M | 0.2% | 113,671 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $870K | 0.0% | 2,520 SH | New |
| LAM RESEARCH CORP | COM NEW | $70.9M | 1.3%Prev: 1.3% | 331,638 SH | Increased-123,113 SH |
| LEIDOS HOLDINGS INC | COM | $12.8M | 0.2%Prev: 0.0% | 82,131 SH | Increased+76,731 SH |
| LINDE PLC | SHS | $97.3M | 1.8%Prev: 3.6% | 196,235 SH | Increased+5,789 SH |
| LOCKHEED MARTIN CORP | COM | $2.0M | 0.0%Prev: 0.0% | 3,280 SH | Increased+1,080 SH |
| LULULEMON ATHLETICA INC | COM | $10.3M | 0.2%Prev: 0.0% | 67,316 SH | Increased+66,416 SH |
| MARATHON PETE CORP | COM | $928K | 0.0%Prev: 0.0% | 3,800 SH | Increased-1,900 SH |
| MARRIOTT INTL INC NEW | CL A | $77.7M | 1.5%Prev: 2.7% | 237,708 SH | Increased-41,797 SH |
| MARTIN MARIETTA MATLS INC | COM | $23.1M | 0.4% | 39,174 SH | New |
| MASCO CORP | COM | $10.1M | 0.2%Prev: 0.0% | 167,122 SH | Increased+157,622 SH |
| MASTERCARD INCORPORATED | CL A | $82.2M | 1.5%Prev: 3.8% | 164,587 SH | Decreased-4,501 SH |
| MCKESSON CORP | COM | $2.9M | 0.1%Prev: 0.0% | 3,300 SH | Increased+2,100 SH |
| MERCADOLIBRE INC | COM | $7.0M | 0.1%Prev: 0.3% | 4,023 SH | Decreased |
| MERCK & CO INC | COM | $60.1M | 1.1%Prev: 0.0% | 499,805 SH | Increased+496,005 SH |
| META PLATFORMS INC | CL A | $139.5M | 2.6%Prev: 5.5% | 243,890 SH | Increased+11,187 SH |
| METLIFE INC | COM | $2.2M | 0.0% | 30,600 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.7M | 0.0% | 5,100 SH | New |
| MICROSOFT CORP | COM | $236.1M | 4.4%Prev: 9.5% | 637,850 SH | Increased+14,679 SH |
| MOODYS CORP | COM | $56.0M | 1.1%Prev: 1.6% | 128,307 SH | Increased+42,670 SH |
| MSCI INC | COM | $56.1M | 1.1%Prev: 2.3% | 104,135 SH | Increased+5,497 SH |
| NASDAQ INC | COM | $2.8M | 0.1% | 33,300 SH | New |
| NEBIUS GROUP N.V. | SHS CLASS A | $1.7M | 0.0%Prev: 0.1% | 16,537 SH | Increased-42,209 SH |
| NETAPP INC | COM | $13.1M | 0.2% | 128,324 SH | New |
| NETFLIX INC. | COM | $22.6M | 0.4% | 235,400 SH | New |
| NEWMONT CORP | COM | $38.9M | 0.7% | 359,767 SH | New |
| NORDSON CORP | COM | $506K | 0.0% | 1,900 SH | New |
| NRG ENERGY INC | COM NEW | $17.7M | 0.3% | 120,921 SH | New |
| NVIDIA CORPORATION | COM | $327.0M | 6.2%Prev: 3.4% | 1,874,768 SH | Increased+1,102,206 SH |
| NVR INC | COM | $1.9M | 0.0%Prev: 0.0% | 287 SH | Increased+217 SH |
| NXP SEMICONDUCTORS N V | COM | $9.0M | 0.2% | 45,928 SH | New |
| OMNICOM GROUP INC | COM | $9.0M | 0.2% | 119,879 SH | New |
| ON SEMICONDUCTOR CORP | COM | $8.9M | 0.2% | 143,485 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $366K | 0.0%Prev: 0.0% | 2,500 SH | Increased-600 SH |
| PARKER-HANNIFIN CORP | COM | $2.9M | 0.1%Prev: 0.0% | 3,260 SH | Increased+1,860 SH |
| PAYPAL HLDGS INC | COM | $12.0M | 0.2%Prev: 0.0% | 266,400 SH | Increased+255,000 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $2.1M | 0.0% | 20,200 SH | New |
| PENTAIR PLC | SHS | $810K | 0.0% | 9,300 SH | New |
| PINTEREST INC | CL A | $4.2M | 0.1%Prev: 0.0% | 226,600 SH | Increased+212,500 SH |
| PRICE T ROWE GROUP INC | COM | $12.7M | 0.2% | 141,400 SH | New |
| PRINCIPAL FINANCIAL GROUP IN | COM | $1.5M | 0.0% | 16,500 SH | New |
| PROGRESSIVE CORP | COM | $26.9M | 0.5%Prev: 0.5% | 135,674 SH | Increased+89,770 SH |
| PRUDENTIAL FINL INC | COM | $10.4M | 0.2% | 106,400 SH | New |
| PUBLIC SVC ENTERPRISE GROUP | COM | $1.3M | 0.0% | 16,100 SH | New |
| PULTE GROUP INC | COM | $14.6M | 0.3%Prev: 0.0% | 124,335 SH | Increased+117,635 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $1.1M | 0.0% | 9,300 SH | New |
| QUALCOMM INC | COM | $46.7M | 0.9%Prev: 0.0% | 362,622 SH | Increased+355,322 SH |
| RAYMOND JAMES FINL INC | COM | $347K | 0.0%Prev: 0.0% | 2,400 SH | Decreased-3,100 SH |
| REGIONS FINANCIAL CORP NEW | COM | $17.4M | 0.3%Prev: 0.0% | 664,500 SH | Increased+629,900 SH |
| REPUBLIC SVCS INC | COM | $48.7M | 0.9%Prev: 1.9% | 222,572 SH | Increased+33,197 SH |
| RESMED INC | COM | $2.5M | 0.0%Prev: 0.0% | 11,340 SH | Increased+8,040 SH |
| ROCKWELL AUTOMATION INC | COM | $2.6M | 0.0% | 7,320 SH | New |
| ROSS STORES INC | COM | $1.2M | 0.0% | 5,600 SH | New |
| ROYALTY PHARMA PLC | SHS CLASS A | $11.3M | 0.2% | 234,551 SH | New |
| SALESFORCE INC | COM | $57.0M | 1.1%Prev: 1.7% | 305,404 SH | Increased+150,776 SH |
| SHERWIN WILLIAMS CO | COM | $34.6M | 0.7%Prev: 1.1% | 107,852 SH | Increased+33,620 SH |
| SNAP ON INC | COM | $11.8M | 0.2% | 32,549 SH | New |
| SS&C TECH HLDGS | COM | $9.6M | 0.2% | 142,302 SH | New |
| STATE STR CORP | COM | $22.4M | 0.4% | 176,896 SH | New |
| STERIS PLC | SHS USD | $2.7M | 0.0% | 12,000 SH | New |
| SYNCHRONY FINANCIAL | COM | $16.2M | 0.3%Prev: 0.0% | 237,586 SH | Increased+223,586 SH |
| TAPESTRY INC | COM | $3.5M | 0.1% | 24,576 SH | New |
| TARGET CORP | COM | $26.9M | 0.5% | 222,120 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $39.1M | 0.7%Prev: 0.0% | 187,226 SH | Increased+182,226 SH |
| TESLA INC | COM | $10.6M | 0.2%Prev: 0.1% | 28,592 SH | Increased+20,992 SH |
| TEXAS INSTRS INC | COM | $38.2M | 0.7% | 196,538 SH | New |
| TEXTRON INC | COM | $10.0M | 0.2% | 114,190 SH | New |
| THE CIGNA GROUP | COM | $33.0M | 0.6%Prev: 0.0% | 123,888 SH | Increased+121,188 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $66.8M | 1.3%Prev: 2.3% | 135,932 SH | Increased+24,722 SH |
| TRUIST FINL CORP | COM | $4.2M | 0.1%Prev: 0.0% | 90,400 SH | Increased+69,700 SH |
| TYSON FOODS INC | CL A | $794K | 0.0% | 12,400 SH | New |
| UBER TECHNOLOGIES INC | COM | $28.0M | 0.5%Prev: 0.2% | 388,928 SH | Increased+323,229 SH |
| UNITED AIRLS HLDGS INC | COM | $4.6M | 0.1% | 50,500 SH | New |
| UNITED PARCEL SVCS INC | CL B | $6.1M | 0.1% | 61,500 SH | New |
| UNITED THERAPEUTICS CORP DEL | COM | $15.8M | 0.3% | 26,583 SH | New |
| UNIVERSAL HLTH SVCS INC | CL B | $6.4M | 0.1% | 35,796 SH | New |
| VALERO ENERGY CORP | COM | $2.6M | 0.0%Prev: 0.0% | 10,600 SH | Increased+4,800 SH |
| VERIZON COMMUNICATIONS INC | COM | $61.2M | 1.2% | 1,219,491 SH | New |
| VICI PPTYS INC | COM | $2.5M | 0.0% | 89,800 SH | New |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | $3.1M | 0.1% | 199,705 SH | New |
| VISA INC | COM CL A | $81.2M | 1.5%Prev: 4.2% | 268,718 SH | Decreased-28,013 SH |
| WALMART INC | COM | $47.0M | 0.9%Prev: 1.4% | 377,991 SH | Increased-3,028 SH |
| WELLS FARGO & CO | COM | $42.5M | 0.8% | 534,315 SH | New |
| WILLIAMS SONOMA INC | COM | $11.6M | 0.2%Prev: 0.0% | 63,564 SH | Increased+60,364 SH |
| WORKDAY INC | CL A | $10.7M | 0.2% | 82,400 SH | New |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | $1.7M | 0.0% | 8,200 SH | New |
| ZIMMER BIOMET HOLDINGS INC | COM | $11.1M | 0.2% | 122,735 SH | New |
| ZOETIS INC | CL A | $31.1M | 0.6%Prev: 1.6% | 263,349 SH | Decreased+28,489 SH |
| ZOOM COMMUNICATIONS INC | CL A | $13.2M | 0.2% | 164,372 SH | New |