| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.54% | 19,624,757 | $3,073,433,284 | 419,994 | 2.19% | $156.61 | 13F |
| MSFT | MICROSOFT CORP | 1.88% | 4,563,843 | $2,267,910,466 | 28,701 | 0.63% | $496.93 | 13F |
| AAPL | APPLE INC | 1.69% | 10,199,877 | $2,047,727,184 | -48,623 | -0.47% | $200.76 | 13F |
| AMZN | AMAZON COM INC | 1.01% | 5,566,656 | $1,221,268,512 | -409,321 | -6.85% | $219.39 | 13F |
| AVGO | BROADCOM INC | 0.88% | 3,877,709 | $1,063,500,560 | 455,851 | 13.32% | $274.26 | 13F |
| META | META PLATFORMS INC | 0.86% | 1,406,937 | $1,038,445,986 | -246,950 | -14.93% | $738.09 | 13F |
| RBLX | ROBLOX CORP | 0.78% | 9,032,411 | $948,222,467 | 261,984 | 2.99% | $104.98 | 13F |
| ANET | ARISTA NETWORKS INC | 0.74% | 8,742,112 | $892,919,364 | 1,022,303 | 13.24% | $102.14 | 13F |
| VRSN | VERISIGN INC | 0.74% | 3,097,003 | $894,414,470 | 767,363 | 32.94% | $288.8 | 13F |
| SNOW | SNOWFLAKE INC | 0.66% | 3,584,128 | $802,020,283 | 412,493 | 13.01% | $223.77 | 13F |
| GE | GE AEROSPACE | 0.65% | 3,087,318 | $791,063,467 | -593,777 | -16.13% | $256.23 | 13F |
| BKNG | BOOKING HOLDINGS INC | 0.64% | 136,418 | $779,227,399 | -17,788 | -11.54% | $5712.06 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.60% | 4,795,489 | $728,722,504 | -470,221 | -8.93% | $151.96 | 13F |
| MRK | MERCK & CO INC | 0.57% | 8,787,272 | $690,152,347 | 1,029,454 | 13.27% | $78.54 | 13F |
| GM | GENERAL MTRS CO | 0.55% | 13,503,858 | $664,524,849 | 33,600 | 0.25% | $49.21 | 13F |
| CME | CME GROUP INC | 0.54% | 2,392,180 | $655,265,973 | -391,579 | -14.07% | $273.92 | 13F |
| ADBE | ADOBE INC | 0.53% | 1,667,046 | $644,946,668 | 34,257 | 2.1% | $386.88 | 13F |
| DASH | DOORDASH INC | 0.53% | 2,633,971 | $643,084,094 | 797,849 | 43.45% | $244.15 | 13F |
| FTNT | FORTINET INC | 0.52% | 6,053,669 | $634,303,399 | 82,021 | 1.37% | $104.78 | 13F |
| MCK | MCKESSON CORP | 0.51% | 855,699 | $620,809,925 | -99,011 | -10.37% | $725.5 | 13F |
| PNC | PNC FINL SVCS GROUP INC | 0.51% | 3,338,964 | $622,449,755 | 1,917,530 | 134.9% | $186.42 | 13F |
| PM | PHILIP MORRIS INTL INC | 0.51% | 3,379,196 | $612,682,044 | 376,980 | 12.56% | $181.31 | 13F |
| COST | COSTCO WHSL CORP NEW | 0.49% | 602,948 | $596,460,395 | 163,855 | 37.32% | $989.24 | 13F |
| GOOG | ALPHABET INC | 0.46% | 3,108,391 | $551,397,466 | -195,359 | -5.91% | $177.39 | 13F |
| INCY | INCYTE CORP | 0.46% | 8,201,455 | $558,519,093 | 1,465,286 | 21.75% | $68.1 | 13F |
| GOOGL | ALPHABET INC | 0.45% | 3,076,499 | $542,171,345 | -83,956 | -2.66% | $176.23 | 13F |
| GEV | GE VERNOVA INC | 0.45% | 1,028,514 | $541,234,917 | -216,906 | -17.42% | $526.23 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.44% | 1,091,409 | $530,173,351 | 61,489 | 5.97% | $485.77 | 13F |
| VEEV | VEEVA SYS INC | 0.44% | 1,838,046 | $526,508,229 | 969,905 | 111.72% | $286.45 | 13F |
| ZM | ZOOM COMMUNICATIONS INC | 0.44% | 6,869,804 | $535,226,436 | -536,419 | -7.24% | $77.91 | 13F |
| TSLA | TESLA INC | 0.43% | 1,643,085 | $521,942,335 | 497,220 | 43.39% | $317.66 | 13F |
| EIX | EDISON INTL | 0.42% | 9,962,902 | $510,648,574 | 4,534,864 | 83.55% | $51.26 | 13F |
| NOW | SERVICENOW INC | 0.42% | 489,345 | $502,018,905 | 15,736 | 3.32% | $1025.9 | 13F |
| EXPE | EXPEDIA GROUP INC | 0.41% | 2,917,669 | $492,152,436 | 1,473,386 | 102.02% | $168.68 | 13F |
| C | CITIGROUP INC | 0.39% | 5,534,254 | $471,075,673 | -1,087,046 | -16.42% | $85.12 | 13F |
| CB | CHUBB LIMITED | 0.38% | 1,598,583 | $456,523,134 | 188,134 | 13.34% | $285.58 | 13F |
| CNC | CENTENE CORP DEL | 0.37% | 8,298,682 | $442,568,673 | -2,750,812 | -24.9% | $53.33 | 13F |
| T | AT&T INC | 0.36% | 15,328,747 | $438,555,452 | -3,365,961 | -18% | $28.61 | 13F |
| TXRH | TEXAS ROADHOUSE INC | 0.36% | 2,343,000 | $439,101,626 | 1,081,413 | 85.72% | $187.41 | 13F |
| V | VISA INC | 0.36% | 1,241,348 | $438,195,668 | 21,401 | 1.75% | $353 | 13F |
| FIX | COMFORT SYS USA INC | 0.35% | 782,435 | $419,048,705 | 252,007 | 47.51% | $535.57 | 13F |
| MNST | MONSTER BEVERAGE CORP NEW | 0.35% | 6,849,036 | $422,996,468 | 5,641,160 | 467.03% | $61.76 | 13F |
| LMT | LOCKHEED MARTIN CORP | 0.33% | 863,839 | $400,078,540 | 55,607 | 6.88% | $463.14 | 13F |
| PANW | PALO ALTO NETWORKS INC | 0.33% | 1,952,649 | $395,626,113 | 279,257 | 16.69% | $202.61 | 13F |
| WMT | WALMART INC | 0.33% | 4,049,000 | $394,291,561 | -262,382 | -6.09% | $97.38 | 13F |
| EG | EVEREST GROUP LTD | 0.33% | 1,180,615 | $399,626,283 | 467,656 | 65.59% | $338.49 | 13F |
| TEAM | ATLASSIAN CORPORATION | 0.32% | 1,933,851 | $392,281,665 | 218,564 | 12.74% | $202.85 | 13F |
| JPM | JPMORGAN CHASE & CO. | 0.32% | 1,329,821 | $385,528,177 | -99,962 | -6.99% | $289.91 | 13F |
| TRV | TRAVELERS COMPANIES INC | 0.32% | 1,454,118 | $384,752,446 | 22,382 | 1.56% | $264.6 | 13F |
| AXS | AXIS CAP HLDGS LTD | 0.32% | 3,716,201 | $383,697,759 | 425,790 | 12.94% | $103.25 | 13F |
| CI | THE CIGNA GROUP | 0.31% | 1,136,394 | $372,612,124 | -13,299 | -1.16% | $327.89 | 13F |
| LYFT | LYFT INC | 0.31% | 24,009,925 | $378,396,412 | 14,205,143 | 144.88% | $15.76 | 13F |
| MSCI | MSCI INC | 0.31% | 659,120 | $380,140,903 | -1,570 | -0.24% | $576.74 | 13F |
| MANH | MANHATTAN ASSOCIATES INC | 0.31% | 1,928,053 | $380,732,676 | 1,243,390 | 181.61% | $197.47 | 13F |
| ZS | ZSCALER INC | 0.31% | 1,199,815 | $371,822,687 | 7,885 | 0.66% | $309.9 | 13F |
| TT | TRANE TECHNOLOGIES PLC | 0.31% | 866,645 | $376,245,420 | -18,394 | -2.08% | $434.14 | 13F |
| MA | MASTERCARD INCORPORATED | 0.30% | 653,263 | $363,102,914 | 156,096 | 31.4% | $555.83 | 13F |
| NFLX | NETFLIX INC | 0.30% | 275,312 | $367,107,648 | -8,284 | -2.92% | $1333.42 | 13F |
| NTNX | NUTANIX INC | 0.30% | 4,712,266 | $360,205,582 | 1,108,261 | 30.75% | $76.44 | 13F |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.30% | 2,678,278 | $365,102,969 | 439,770 | 19.65% | $136.32 | 13F |
| UTHR | UNITED THERAPEUTICS CORP DEL | 0.30% | 1,273,161 | $362,876,291 | 364,713 | 40.15% | $285.02 | 13F |
| ABNB | AIRBNB INC | 0.29% | 2,692,599 | $356,338,487 | -1,589,924 | -37.13% | $132.34 | 13F |
| CSCO | CISCO SYS INC | 0.29% | 5,010,468 | $347,325,673 | -408,135 | -7.53% | $69.32 | 13F |
| INTC | INTEL CORP | 0.29% | 15,498,219 | $346,230,214 | 10,514,007 | 210.95% | $22.34 | 13F |
| PEP | PEPSICO INC | 0.29% | 2,680,691 | $351,170,553 | 746,049 | 38.56% | $131 | 13F |
| EXEL | EXELIXIS INC | 0.28% | 7,606,079 | $335,237,909 | 712,190 | 10.33% | $44.07 | 13F |
| PCG | PG&E CORP | 0.28% | 24,677,094 | $343,998,686 | 8,212,761 | 49.88% | $13.94 | 13F |
| FTI | TECHNIPFMC PLC | 0.28% | 9,938,410 | $342,278,844 | 1,202,713 | 13.77% | $34.44 | 13F |
| ALL | ALLSTATE CORP | 0.27% | 1,644,644 | $325,376,349 | -373,759 | -18.52% | $197.84 | 13F |
| COF | CAPITAL ONE FINL CORP | 0.27% | 1,512,814 | $321,866,237 | 436,648 | 40.57% | $212.76 | 13F |
| EME | EMCOR GROUP INC | 0.27% | 622,019 | $327,679,715 | -81,437 | -11.58% | $526.8 | 13F |
| EA | ELECTRONIC ARTS INC | 0.26% | 2,004,017 | $316,644,730 | 584,672 | 41.19% | $158.01 | 13F |
| ILMN | ILLUMINA INC | 0.26% | 3,295,880 | $313,289,847 | 1,174,295 | 55.35% | $95.05 | 13F |
| RGLD | ROYAL GOLD INC | 0.26% | 1,820,435 | $319,140,473 | 137,524 | 8.17% | $175.31 | 13F |
| CRM | SALESFORCE INC | 0.26% | 1,165,101 | $317,711,422 | 636,148 | 120.27% | $272.69 | 13F |
| TPR | TAPESTRY INC | 0.26% | 3,546,969 | $311,388,393 | 939,227 | 36.02% | $87.79 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.26% | 1,017,650 | $312,774,809 | 232,961 | 29.69% | $307.35 | 13F |
| APH | AMPHENOL CORP NEW | 0.25% | 3,093,952 | $302,402,888 | -181,879 | -5.55% | $97.74 | 13F |
| ADSK | AUTODESK INC | 0.25% | 967,469 | $297,457,998 | 394,768 | 68.93% | $307.46 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.25% | 5,580,573 | $306,429,231 | 2,654,768 | 90.74% | $54.91 | 13F |
| KMX | CARMAX INC | 0.25% | 4,457,340 | $298,106,933 | 2,947,996 | 195.32% | $66.88 | 13F |
| DKNG | DRAFTKINGS INC NEW | 0.25% | 7,147,665 | $306,563,333 | 2,451,421 | 52.2% | $42.89 | 13F |
| TOL | TOLL BROTHERS INC | 0.25% | 2,607,993 | $297,650,264 | 1,183,304 | 83.06% | $114.13 | 13F |
| ARW | ARROW ELECTRS INC | 0.24% | 2,313,997 | $294,872,701 | 1,311,972 | 130.93% | $127.43 | 13F |
| DAL | DELTA AIR LINES INC DEL | 0.24% | 6,012,856 | $295,712,258 | 48,974 | 0.82% | $49.18 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.24% | 1,081,602 | $287,111,257 | 268,987 | 33.1% | $265.45 | 13F |
| NTRA | NATERA INC | 0.24% | 1,726,750 | $291,717,124 | 532,769 | 44.62% | $168.94 | 13F |
| NOC | NORTHROP GRUMMAN CORP | 0.24% | 598,474 | $295,646,139 | -300,640 | -33.44% | $494 | 13F |
| SYF | SYNCHRONY FINANCIAL | 0.24% | 4,266,366 | $284,737,297 | 245,527 | 6.11% | $66.74 | 13F |
| JCI | JOHNSON CTLS INTL PLC | 0.24% | 2,806,827 | $294,520,369 | 772,767 | 37.99% | $104.93 | 13F |
| BK | BANK NEW YORK MELLON CORP | 0.23% | 3,117,445 | $284,030,380 | -126,759 | -3.91% | $91.11 | 13F |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.23% | 6,067,940 | $280,672,583 | 98,910 | 1.66% | $46.26 | 13F |
| CFG | CITIZENS FINL GROUP INC | 0.23% | 6,079,239 | $272,045,939 | -1,287,515 | -17.48% | $44.75 | 13F |
| GILD | GILEAD SCIENCES INC | 0.23% | 2,470,838 | $272,212,219 | 606,168 | 32.51% | $110.17 | 13F |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.23% | 948,589 | $277,509,735 | 120,074 | 14.49% | $292.55 | 13F |
| MOH | MOLINA HEALTHCARE INC | 0.23% | 925,672 | $273,096,193 | 40,714 | 4.6% | $295.02 | 13F |
| TSN | TYSON FOODS INC | 0.23% | 5,006,787 | $277,325,922 | 2,164,160 | 76.13% | $55.39 | 13F |
| MO | ALTRIA GROUP INC | 0.22% | 4,643,814 | $271,407,720 | -886,363 | -16.03% | $58.45 | 13F |
| AIG | AMERICAN INTL GROUP INC | 0.22% | 3,084,346 | $262,015,228 | -250,694 | -7.52% | $84.95 | 13F |
| AMP | AMERIPRISE FINL INC | 0.22% | 497,873 | $265,336,388 | 67,106 | 15.58% | $532.94 | 13F |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 0.22% | 2,565,792 | $264,250,926 | 943,660 | 58.17% | $102.99 | 13F |
| CMCSA | COMCAST CORP NEW | 0.22% | 7,349,550 | $260,504,793 | -7,367,437 | -50.06% | $35.44 | 13F |
| CCK | CROWN HLDGS INC | 0.22% | 2,533,612 | $260,835,370 | 765,136 | 43.27% | $102.95 | 13F |
| IT | GARTNER INC | 0.22% | 660,186 | $266,860,432 | 496,957 | 304.45% | $404.22 | 13F |
| LLY | ELI LILLY & CO | 0.22% | 346,975 | $269,647,959 | -220,528 | -38.86% | $777.14 | 13F |
| COR | CENCORA INC | 0.22% | 881,466 | $264,307,527 | -544,524 | -38.19% | $299.85 | 13F |
| MMM | 3M CO | 0.22% | 1,781,080 | $271,044,750 | -652,069 | -26.8% | $152.18 | 13F |
| ABT | ABBOTT LABS | 0.21% | 1,863,869 | $251,892,528 | 147,176 | 8.57% | $135.14 | 13F |
| DDOG | DATADOG INC | 0.21% | 1,847,722 | $247,982,729 | 923,038 | 99.82% | $134.21 | 13F |
| GWRE | GUIDEWIRE SOFTWARE INC | 0.21% | 1,069,464 | $251,676,845 | 67,851 | 6.77% | $235.33 | 13F |
| JBHT | HUNT J B TRANS SVCS INC | 0.21% | 1,799,843 | $258,457,453 | 1,447,993 | 411.54% | $143.6 | 13F |
| RHI | ROBERT HALF INC. | 0.21% | 6,201,209 | $254,559,625 | 4,066,328 | 190.47% | $41.05 | 13F |
| VZ | VERIZON COMMUNICATIONS INC | 0.21% | 5,883,733 | $251,558,983 | 646,736 | 12.35% | $42.75 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.21% | 1,956,728 | $251,263,467 | 572,615 | 41.37% | $128.41 | 13F |
| A | AGILENT TECHNOLOGIES INC | 0.20% | 2,041,826 | $240,955,943 | 1,652,244 | 424.11% | $118.01 | 13F |
| CAH | CARDINAL HEALTH INC | 0.20% | 1,420,617 | $238,429,323 | -317,473 | -18.27% | $167.84 | 13F |
| FFIV | F5 INC | 0.20% | 806,678 | $237,421,205 | -22,222 | -2.68% | $294.32 | 13F |
| IQV | IQVIA HLDGS INC | 0.20% | 1,555,298 | $245,099,368 | 879,701 | 130.21% | $157.59 | 13F |
| NWSA | NEWS CORP NEW | 0.20% | 8,124,507 | $241,054,128 | 6,742,836 | 488.02% | $29.67 | 13F |
| PYPL | PAYPAL HLDGS INC | 0.20% | 3,223,952 | $239,136,660 | -277,984 | -7.94% | $74.18 | 13F |
| SPY | SPDR S&P 500 ETF TR | 0.20% | 399,000 | $246,521,871 | 72,215 | 22.1% | $617.85 | 13F |
| TMUS | T-MOBILE US INC | 0.20% | 997,843 | $237,591,436 | 25,981 | 2.67% | $238.11 | 13F |
| GRMN | GARMIN LTD | 0.20% | 1,166,407 | $243,452,597 | -418,763 | -26.42% | $208.72 | 13F |
| BBY | BEST BUY INC | 0.19% | 3,501,617 | $235,063,524 | 991,141 | 39.48% | $67.13 | 13F |
| CNXC | CONCENTRIX CORP | 0.19% | 4,305,469 | $226,252,417 | 875,556 | 25.53% | $52.55 | 13F |
| EVR | EVERCORE INC | 0.19% | 872,844 | $235,685,445 | 386,479 | 79.46% | $270.02 | 13F |
| FDX | FEDEX CORP | 0.19% | 1,015,627 | $230,862,169 | 896,271 | 750.92% | $227.31 | 13F |
| INTU | INTUIT | 0.19% | 298,385 | $234,053,189 | 161,397 | 117.82% | $784.4 | 13F |
| LDOS | LEIDOS HOLDINGS INC | 0.19% | 1,433,712 | $223,730,701 | 250,555 | 21.18% | $156.05 | 13F |
| MDB | MONGODB INC | 0.19% | 1,111,647 | $233,434,881 | 1,069,969 | 2567.23% | $209.99 | 13F |
| NYT | NEW YORK TIMES CO | 0.19% | 4,187,888 | $233,265,380 | 1,836,788 | 78.12% | $55.7 | 13F |
| PGR | PROGRESSIVE CORP | 0.19% | 844,410 | $224,005,105 | -369,314 | -30.43% | $265.28 | 13F |
| RL | RALPH LAUREN CORP | 0.19% | 825,653 | $226,460,234 | -332,214 | -28.69% | $274.28 | 13F |
| SCHW | SCHWAB CHARLES CORP | 0.19% | 2,549,953 | $231,663,227 | 191,643 | 8.13% | $90.85 | 13F |
| UPS | UNITED PARCEL SERVICE INC | 0.19% | 2,300,081 | $231,388,122 | 1,119,372 | 94.81% | $100.6 | 13F |
| USFD | US FOODS HLDG CORP | 0.19% | 2,910,755 | $224,157,272 | 373,321 | 14.71% | $77.01 | 13F |
| ETSY | ETSY INC | 0.18% | 4,420,126 | $221,227,308 | -238,099 | -5.11% | $50.05 | 13F |
| EXR | EXTRA SPACE STORAGE INC | 0.18% | 1,500,675 | $218,438,360 | 376,469 | 33.49% | $145.56 | 13F |
| GD | GENERAL DYNAMICS CORP | 0.18% | 762,168 | $222,294,020 | 229,352 | 43.05% | $291.66 | 13F |
| GDDY | GODADDY INC | 0.18% | 1,217,025 | $219,137,489 | 255,040 | 26.51% | $180.06 | 13F |
| HWM | HOWMET AEROSPACE INC | 0.18% | 1,193,761 | $221,072,569 | -336,018 | -21.97% | $185.19 | 13F |
| HUM | HUMANA INC | 0.18% | 921,336 | $223,350,256 | -241,264 | -20.75% | $242.42 | 13F |
| ORI | OLD REP INTL CORP | 0.18% | 5,779,156 | $221,457,239 | 2,066,965 | 55.68% | $38.32 | 13F |
| PEGA | PEGASYSTEMS INC | 0.18% | 4,037,552 | $217,583,668 | 2,836,733 | 236.23% | $53.89 | 13F |
| TJX | TJX COS INC NEW | 0.18% | 1,762,508 | $217,652,038 | 219,329 | 14.21% | $123.49 | 13F |
| TXT | TEXTRON INC | 0.18% | 2,664,612 | $213,941,703 | 1,573,206 | 144.14% | $80.29 | 13F |
| ULTA | ULTA BEAUTY INC | 0.18% | 477,504 | $222,793,741 | 207,084 | 76.58% | $466.58 | 13F |
| AMAT | APPLIED MATLS INC | 0.17% | 1,094,577 | $200,154,344 | 410,355 | 59.97% | $182.86 | 13F |
| AZO | AUTOZONE INC | 0.17% | 55,973 | $202,490,570 | 18,484 | 49.31% | $3617.65 | 13F |
| CMI | CUMMINS INC | 0.17% | 641,578 | $208,878,578 | -380,795 | -37.25% | $325.57 | 13F |
| XRAY | DENTSPLY SIRONA INC | 0.17% | 13,316,771 | $211,470,327 | 6,970,086 | 109.82% | $15.88 | 13F |
| DVN | DEVON ENERGY CORP NEW | 0.17% | 6,360,499 | $202,327,446 | 2,802,137 | 78.75% | $31.81 | 13F |
| FIS | FIDELITY NATL INFORMATION SV | 0.17% | 2,483,575 | $201,293,737 | 1,037,100 | 71.7% | $81.05 | 13F |
| HIG | HARTFORD INSURANCE GROUP INC | 0.17% | 1,653,701 | $207,423,703 | -114,919 | -6.5% | $125.43 | 13F |
| BPOP | POPULAR INC | 0.17% | 1,897,419 | $209,114,549 | 464,820 | 32.45% | $110.21 | 13F |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 0.17% | 2,502,711 | $207,224,414 | -419,171 | -14.35% | $82.8 | 13F |
| BIL | SPDR SERIES TRUST | 0.17% | 2,209,801 | $202,705,062 | 1,019,145 | 85.6% | $91.73 | 13F |
| THC | TENET HEALTHCARE CORP | 0.17% | 1,156,263 | $200,224,231 | 252,993 | 28.01% | $173.16 | 13F |
| UBER | UBER TECHNOLOGIES INC | 0.17% | 2,271,222 | $210,882,966 | 247,723 | 12.24% | $92.85 | 13F |
| VTI | VANGUARD INDEX FDS | 0.17% | 669,343 | $203,433,220 | 58,632 | 9.6% | $303.93 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.16% | 1,843,193 | $197,111,110 | 687,364 | 59.47% | $106.94 | 13F |
| CHWY | CHEWY INC | 0.16% | 4,631,343 | $196,322,631 | 3,232,763 | 231.15% | $42.39 | 13F |
| CTAS | CINTAS CORP | 0.16% | 892,212 | $197,473,331 | 153,557 | 20.79% | $221.33 | 13F |
| CW | CURTISS WRIGHT CORP | 0.16% | 388,493 | $189,468,017 | 122,048 | 45.81% | $487.7 | 13F |
| ECL | ECOLAB INC | 0.16% | 727,370 | $193,753,305 | 389,981 | 115.59% | $266.38 | 13F |
| INFY | INFOSYS LTD | 0.16% | 10,393,369 | $192,537,160 | 203,645 | 2% | $18.52 | 13F |
| MEDP | MEDPACE HLDGS INC | 0.16% | 621,184 | $193,268,979 | 81,637 | 15.13% | $311.13 | 13F |
| NBIX | NEUROCRINE BIOSCIENCES INC | 0.16% | 1,510,015 | $189,793,729 | 435,385 | 40.51% | $125.69 | 13F |
| OSK | OSHKOSH CORP | 0.16% | 1,709,338 | $193,727,876 | 345,782 | 25.36% | $113.34 | 13F |
| RSG | REPUBLIC SVCS INC | 0.16% | 772,779 | $188,952,165 | 36,698 | 4.99% | $244.51 | 13F |
| ZTS | ZOETIS INC | 0.16% | 1,224,620 | $190,979,496 | 608,239 | 98.68% | $155.95 | 13F |
| ALSN | ALLISON TRANSMISSION HLDGS I | 0.15% | 1,915,887 | $181,741,067 | 304,974 | 18.93% | $94.86 | 13F |
| DIS | DISNEY WALT CO | 0.15% | 1,504,640 | $185,988,546 | 158,283 | 11.76% | $123.61 | 13F |
| FCX | FREEPORT-MCMORAN INC | 0.15% | 4,186,621 | $181,490,032 | 2,813,845 | 204.97% | $43.35 | 13F |
| GS | GOLDMAN SACHS GROUP INC | 0.15% | 252,584 | $178,766,543 | 36,995 | 17.16% | $707.75 | 13F |
| DINO | HF SINCLAIR CORP | 0.15% | 4,467,063 | $183,506,950 | -519,292 | -10.41% | $41.08 | 13F |
| HAL | HALLIBURTON CO | 0.15% | 8,610,870 | $175,489,548 | 3,969,759 | 85.53% | $20.38 | 13F |
| LAMR | LAMAR ADVERTISING CO NEW | 0.15% | 1,475,525 | $177,151,586 | 816,217 | 123.8% | $120.06 | 13F |
| MTG | MGIC INVT CORP WIS | 0.15% | 6,333,091 | $176,313,256 | 3,041,446 | 92.4% | $27.84 | 13F |
| MTZ | MASTEC INC | 0.15% | 1,072,253 | $181,961,250 | 108,504 | 11.26% | $169.7 | 13F |
| PINS | PINTEREST INC | 0.15% | 4,907,963 | $175,901,399 | -1,359,614 | -21.69% | $35.84 | 13F |
| HOOD | ROBINHOOD MKTS INC | 0.15% | 2,041,133 | $181,048,484 | 39,202 | 1.96% | $88.7 | 13F |
| IVZ | INVESCO LTD | 0.15% | 11,612,559 | $182,491,363 | 584,035 | 5.3% | $15.71 | 13F |
| ANF | ABERCROMBIE & FITCH CO | 0.14% | 1,978,142 | $163,889,070 | 22,215 | 1.14% | $82.85 | 13F |
| ASH | ASHLAND INC | 0.14% | 3,454,646 | $172,317,770 | 2,555,585 | 284.25% | $49.88 | 13F |
| BIIB | BIOGEN INC | 0.14% | 1,364,805 | $171,405,897 | -4,037 | -0.29% | $125.59 | 13F |
| DHR | DANAHER CORPORATION | 0.14% | 886,874 | $175,192,969 | 139,485 | 18.66% | $197.54 | 13F |
| DELL | DELL TECHNOLOGIES INC | 0.14% | 1,374,078 | $168,461,945 | 1,185,454 | 628.47% | $122.6 | 13F |
| DUOL | DUOLINGO INC | 0.14% | 415,221 | $170,248,898 | 213,529 | 105.87% | $410.02 | 13F |
| EOG | EOG RES INC | 0.14% | 1,372,400 | $164,152,872 | -147,534 | -9.71% | $119.61 | 13F |
| HAS | HASBRO INC | 0.14% | 2,259,812 | $164,830,657 | 1,105,004 | 95.69% | $72.94 | 13F |
| J | JACOBS SOLUTIONS INC | 0.14% | 1,288,843 | $168,193,945 | 525,291 | 68.8% | $130.5 | 13F |
| KR | KROGER CO | 0.14% | 2,449,745 | $175,156,758 | -1,538,186 | -38.57% | $71.5 | 13F |
| MKTX | MARKETAXESS HLDGS INC | 0.14% | 758,462 | $167,195,460 | 628,954 | 485.65% | $220.44 | 13F |
| PKG | PACKAGING CORP AMER | 0.14% | 888,362 | $167,411,864 | 320,418 | 56.42% | $188.45 | 13F |
| PPC | PILGRIMS PRIDE CORP | 0.14% | 3,776,178 | $169,852,476 | 1,405,251 | 59.27% | $44.98 | 13F |
| PG | PROCTER AND GAMBLE CO | 0.14% | 1,097,747 | $174,739,356 | -341,683 | -23.74% | $159.18 | 13F |
| PB | PROSPERITY BANCSHARES INC | 0.14% | 2,383,162 | $167,393,286 | 1,516,939 | 175.12% | $70.24 | 13F |
| PSA | PUBLIC STORAGE OPER CO | 0.14% | 578,491 | $166,969,901 | 481,872 | 498.73% | $288.63 | 13F |
| QCOM | QUALCOMM INC | 0.14% | 1,085,398 | $171,628,672 | -458,613 | -29.7% | $158.13 | 13F |
| TTC | TORO CO | 0.14% | 2,357,201 | $165,334,082 | 393,948 | 20.07% | $70.14 | 13F |
| RTX | RTX CORPORATION | 0.14% | 1,188,949 | $173,610,277 | -356,035 | -23.04% | $146.02 | 13F |
| GL | GLOBE LIFE INC | 0.14% | 1,402,690 | $174,340,314 | 696,548 | 98.64% | $124.29 | 13F |
| CRH | CRH PLC | 0.14% | 1,897,614 | $173,878,432 | -276,191 | -12.71% | $91.63 | 13F |
| MDT | MEDTRONIC PLC | 0.14% | 1,978,526 | $172,468,093 | -1,390,791 | -41.28% | $87.17 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.14% | 227,740 | $173,191,795 | -75,917 | -25% | $760.48 | 13F |
| BAC | BANK AMERICA CORP | 0.13% | 3,387,840 | $160,312,550 | -106,196 | -3.04% | $47.32 | 13F |
| CVS | CVS HEALTH CORP | 0.13% | 2,278,807 | $156,257,825 | -1,408,461 | -38.2% | $68.57 | 13F |
| CVLT | COMMVAULT SYS INC | 0.13% | 893,385 | $155,743,827 | 337,830 | 60.81% | $174.33 | 13F |
| CRBG | COREBRIDGE FINL INC | 0.13% | 4,528,734 | $160,770,049 | -3,808,791 | -45.68% | $35.5 | 13F |
| DRI | DARDEN RESTAURANTS INC | 0.13% | 722,529 | $157,489,648 | 509,655 | 239.42% | $217.97 | 13F |
| XOM | EXXON MOBIL CORP | 0.13% | 1,423,791 | $153,484,644 | -733,959 | -34.02% | $107.8 | 13F |
| FNF | FIDELITY NATIONAL FINANCIAL | 0.13% | 2,883,135 | $161,628,538 | 891,088 | 44.73% | $56.06 | 13F |
| FLS | FLOWSERVE CORP | 0.13% | 2,939,892 | $153,903,342 | 197,406 | 7.2% | $52.35 | 13F |
| HD | HOME DEPOT INC | 0.13% | 432,457 | $158,556,039 | 215,497 | 99.33% | $366.64 | 13F |
| HUBS | HUBSPOT INC | 0.13% | 288,859 | $160,787,600 | -53,098 | -15.53% | $556.63 | 13F |
| RGA | REINSURANCE GRP OF AMERICA I | 0.13% | 799,675 | $158,351,648 | 182,729 | 29.62% | $198.02 | 13F |
| SNV | SYNOVUS FINL CORP | 0.13% | 3,059,102 | $158,308,531 | 201,880 | 7.07% | $51.75 | 13F |
| VOO | VANGUARD INDEX FDS | 0.13% | 284,575 | $161,646,686 | 134,829 | 90.04% | $568.03 | 13F |
| WEN | WENDYS CO | 0.13% | 13,843,438 | $158,092,057 | 3,205,269 | 30.13% | $11.42 | 13F |
| WDAY | WORKDAY INC | 0.13% | 675,148 | $162,035,592 | 544,192 | 415.55% | $240 | 13F |
| ESTC | ELASTIC N V | 0.13% | 1,832,215 | $153,099,868 | 428,356 | 30.51% | $83.56 | 13F |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 0.12% | 2,033,247 | $145,600,853 | 515,405 | 33.96% | $71.61 | 13F |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.12% | 461,690 | $140,836,328 | -15,813 | -3.31% | $305.05 | 13F |
| LNG | CHENIERE ENERGY INC | 0.12% | 610,923 | $147,562,333 | 36,613 | 6.38% | $241.54 | 13F |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.12% | 2,560,272 | $142,671,202 | 1,026,616 | 66.94% | $55.73 | 13F |
| CINF | CINCINNATI FINL CORP | 0.12% | 959,613 | $141,111,153 | -67,112 | -6.54% | $147.05 | 13F |
| CL | COLGATE PALMOLIVE CO | 0.12% | 1,652,542 | $147,720,688 | -535,989 | -24.49% | $89.39 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.12% | 287,484 | $145,806,232 | 118,798 | 70.43% | $507.18 | 13F |
| DTE | DTE ENERGY CO | 0.12% | 1,079,051 | $142,089,541 | 147,218 | 15.8% | $131.68 | 13F |
| DOV | DOVER CORP | 0.12% | 789,409 | $144,572,256 | 711,471 | 912.87% | $183.14 | 13F |
| EWBC | EAST WEST BANCORP INC | 0.12% | 1,418,174 | $143,207,243 | 542,149 | 61.89% | $100.98 | 13F |
| GAP | GAP INC | 0.12% | 6,477,420 | $141,272,525 | 1,539,127 | 31.17% | $21.81 | 13F |
| KMB | KIMBERLY-CLARK CORP | 0.12% | 1,089,383 | $139,190,524 | 321,866 | 41.94% | $127.77 | 13F |
| LRCX | LAM RESEARCH CORP | 0.12% | 1,484,481 | $144,054,019 | 577,155 | 63.61% | $97.04 | 13F |
| NEM | NEWMONT CORP | 0.12% | 2,504,253 | $143,067,988 | 1,582,324 | 171.63% | $57.13 | 13F |
| QLYS | QUALYS INC | 0.12% | 1,012,100 | $144,133,161 | 323,324 | 46.94% | $142.41 | 13F |
| SAIC | SCIENCE APPLICATIONS INTL CO | 0.12% | 1,303,894 | $143,578,234 | 347,456 | 36.33% | $110.11 | 13F |
| PATH | UIPATH INC | 0.12% | 11,407,569 | $145,731,691 | 4,926,341 | 76.01% | $12.77 | 13F |
| UHS | UNIVERSAL HLTH SVCS INC | 0.12% | 810,469 | $144,247,252 | -120,886 | -12.98% | $177.98 | 13F |
| UNM | UNUM GROUP | 0.12% | 1,731,605 | $139,844,446 | -420,053 | -19.52% | $80.76 | 13F |
| VMC | VULCAN MATLS CO | 0.12% | 566,909 | $147,861,119 | 236,058 | 71.35% | $260.82 | 13F |
| WAB | WABTEC | 0.12% | 697,149 | $145,871,295 | -259,404 | -27.12% | $209.24 | 13F |
| WING | WINGSTOP INC | 0.12% | 432,002 | $145,472,255 | -118,877 | -21.58% | $336.74 | 13F |
| ALLE | ALLEGION PLC | 0.12% | 1,002,302 | $144,301,428 | -116,658 | -10.43% | $143.97 | 13F |
| AMCR | AMCOR PLC | 0.12% | 16,015,722 | $147,184,482 | 12,803,785 | 398.63% | $9.19 | 13F |
| JHG | JANUS HENDERSON GROUP PLC | 0.12% | 3,700,170 | $143,714,617 | 1,773,964 | 92.1% | $38.84 | 13F |
| ADT | ADT INC DEL | 0.11% | 16,097,474 | $135,701,706 | 2,978,376 | 22.7% | $8.43 | 13F |
| BJ | BJS WHSL CLUB HLDGS INC | 0.11% | 1,250,924 | $134,887,151 | 52,840 | 4.41% | $107.83 | 13F |
| WRB | BERKLEY W R CORP | 0.11% | 1,787,573 | $131,332,928 | 245,324 | 15.91% | $73.47 | 13F |