| Apple Inc | 226K | US$65.3M | 4.9% |
| Applied Materials, Inc. | 83,758 | US$60.6M | 4.5% |
| Alphabet Inc (google) Class C | 163K | US$58.2M | 4.3% |
| Kla Corporation | 185K | US$55.9M | 4.2% |
| Microsoft Corp. | 142K | US$52.8M | 3.9% |
| Cisco Systems, Inc. | 351K | US$41.2M | 3.1% |
| Nvidia Corporation | 192K | US$38.4M | 2.9% |
| Meta Platforms, Inc. | 64,450 | US$36.3M | 2.7% |
| International Business Machines Corporation | 107K | US$30.1M | 2.2% |
| Hp Inc. | 1.32M | US$28.9M | 2.2% |
| Mastercard Incorporated | 49,689 | US$25.5M | 1.9% |
| United Rentals, Inc. | 22,095 | US$25M | 1.9% |
| Oracle Corporation | 165K | US$24.2M | 1.8% |
| Marriott International | 63,990 | US$23.7M | 1.8% |
| Roper Technologies, Inc. | 66,661 | US$22.6M | 1.7% |
| Cummins Inc. | 30,633 | US$21.8M | 1.6% |
| Walt Disney Company (the) | 226K | US$21.8M | 1.6% |
| Verizon Communications Inc. | 510K | US$21.6M | 1.6% |
| Adobe Inc. | 105K | US$21.5M | 1.6% |
| Quanta Services, Inc. | 29,015 | US$20.9M | 1.6% |
| D.r. Horton, Inc. | 125K | US$20.3M | 1.5% |
| The Travelers Companies, Inc. | 60,592 | US$20M | 1.5% |
| Bank Of America Corporation | 335K | US$19.1M | 1.4% |
| Jp Morgan Chase & Co. | 58,030 | US$19M | 1.4% |
| Union Pacific Corporation | 69,269 | US$18.8M | 1.4% |
| Darden Restaurants, Inc. | 90,811 | US$18.7M | 1.4% |
| Valero Energy Corporation | 71,180 | US$18.5M | 1.4% |
| Metlife, Inc. | 217K | US$18.4M | 1.4% |
| Ameriprise Financial, Inc. | 39,025 | US$17.9M | 1.3% |
| Merck & Company, Inc. | 133K | US$17.1M | 1.3% |
| Westinghouse Air Brake Technologies Corporation | 62,973 | US$17M | 1.3% |
| Lowe's Companies, Inc. | 70,821 | US$15.6M | 1.2% |
| Target Corporation | 118K | US$15.4M | 1.1% |
| Eli Lilly And Company | 12,549 | US$15.1M | 1.1% |
| Cbre Group Inc | 112K | US$15M | 1.1% |
| Keurig Dr Pepper Inc. | 453K | US$14.8M | 1.1% |
| Cvs Health Corporation | 134K | US$13.9M | 1.0% |
| Conocophillips | 131K | US$13.6M | 1.0% |
| Fiserv, Inc. | 264K | US$13M | 0.97% |
| Visa Inc. | 35,674 | US$12.2M | 0.91% |
| Incyte Corporation | 107K | US$12.1M | 0.90% |
| Constellation Brands, Inc. | 83,537 | US$11.6M | 0.87% |
| Steel Dynamics, Inc. | 48,566 | US$11.1M | 0.83% |
| Tyson Foods, Inc. | 193K | US$11.1M | 0.82% |
| Mckesson Corporation | 14,055 | US$10.6M | 0.79% |
| Broadcom Inc. | 27,591 | US$10.4M | 0.78% |
| Public Service Enterprise Group Incorporated | 128K | US$10.4M | 0.77% |
| Dte Energy Company | 67,101 | US$10.2M | 0.76% |
| Sherwin-williams Company (the) | 28,262 | US$9.73M | 0.72% |
| Thermo Fisher Scientific Inc | 18,993 | US$9.52M | 0.71% |
| Danaher Corporation | 48,664 | US$9.27M | 0.69% |
| Stryker Corporation | 27,931 | US$8.79M | 0.65% |
| Regeneron Pharmaceuticals, Inc. | 13,713 | US$8.55M | 0.64% |
| Booking Holdings Inc. Common Stock | 41,555 | US$7.41M | 0.55% |
| Philip Morris International Inc | 40,140 | US$7.26M | 0.54% |
| Johnson & Johnson | 25,604 | US$6.5M | 0.48% |
| Abbvie Inc. | 25,128 | US$6.32M | 0.47% |
| Hilton Worldwide Holdings Inc. | 12,606 | US$4.17M | 0.31% |
| O'reilly Automotive, Inc. | 45,119 | US$4.16M | 0.31% |
| Autozone, Inc. | 882 | US$2.82M | 0.21% |
| Dell Technologies Inc. | 6,487 | US$2.8M | 0.21% |
| Constellation Energy Corporation | 10,944 | US$2.72M | 0.20% |
| Altria Group, Inc. | 37,486 | US$2.7M | 0.20% |
| Lam Research Corporation | 6,166 | US$2.67M | 0.20% |
| Amgen Inc. | 6,845 | US$2.48M | 0.18% |
| Progressive Corporation (the) | 10,929 | US$2.39M | 0.18% |
| Monster Beverage Corporation | 21,721 | US$2.09M | 0.16% |
| Bristol-myers Squibb Company | 35,950 | US$2.07M | 0.15% |
| Yum! Brands, Inc. | 12,562 | US$2.01M | 0.15% |
| General Motors Company | 25,805 | US$1.99M | 0.15% |
| Gilead Sciences, Inc. | 14,693 | US$1.86M | 0.14% |
| Applovin Corporation | 3,579 | US$1.84M | 0.14% |
| Transdigm Group Inc. | 1,313 | US$1.75M | 0.13% |
| Norfolk Southern Corporation | 5,348 | US$1.68M | 0.13% |
| Ford Mtr Co Del | 121K | US$1.68M | 0.12% |
| Moody's Corporation | 3,572 | US$1.62M | 0.12% |
| T-mobile Us, Inc. | 9,573 | US$1.61M | 0.12% |
| Marsh | 9,205 | US$1.53M | 0.11% |
| Ugi Corporation | 42,849 | US$1.48M | 0.11% |
| Automatic Data Processing, Inc. | 6,428 | US$1.44M | 0.11% |
| Expedia Group, Inc. | 5,577 | US$1.43M | 0.11% |
| Qualcomm Incorporated | 7,583 | US$1.4M | 0.10% |
| Cheniere Energy, Inc. | 5,578 | US$1.33M | 0.10% |
| Comfort Systems Usa, Inc. | 670 | US$1.33M | 0.10% |
| Vertiv Holdings, Llc | 3,874 | US$1.3M | 0.10% |
| Oneok, Inc. | 13,837 | US$1.2M | 0.09% |
| Hca Healthcare, Inc. | 3,040 | US$1.19M | 0.09% |
| Simon Property Group, Inc. | 5,150 | US$1.15M | 0.09% |
| State Street Corporation | 6,785 | US$1.15M | 0.09% |
| Marathon Petroleum Corporation | 4,408 | US$1.13M | 0.08% |
| Pnc Financial Services Group, Inc. (the) | 4,350 | US$1.07M | 0.08% |
| American Tower Corporation (reit) | 6,480 | US$1.06M | 0.08% |
| Arista Networks, Inc. | 6,191 | US$1.05M | 0.08% |
| Diamondback Energy, Inc. | 5,859 | US$1.03M | 0.08% |
| Prudential Financial, Inc. | 9,530 | US$1.03M | 0.08% |
| Fox Corporation | 19,493 | US$1.02M | 0.08% |
| Omega Healthcare Investors, Inc. | 21,171 | US$1.01M | 0.08% |
| Huntington Bancshares Incorporated | 56,870 | US$1.01M | 0.08% |
| Novartis Ag | 6,260 | US$981K | 0.07% |
| Home Depot, Inc. (the) | 2,740 | US$966K | 0.07% |