| Apple Inc | 1.39M | US$403M | 2.7% |
| Nvidia Corporation | 1.49M | US$299M | 2.0% |
| Alphabet Inc (google) Class C | 695K | US$248M | 1.6% |
| Comfort Systems Usa, Inc. | 91,674 | US$182M | 1.2% |
| Microsoft Corp. | 475K | US$177M | 1.2% |
| Amazon.com, Inc. | 661K | US$158M | 1.0% |
| Enterprise Products Partners L.p. | 2.65M | US$97.3M | 0.65% |
| Highpeak Energy, Inc. | 13.9M | US$97.2M | 0.64% |
| Broadcom Inc. | 245K | US$92.7M | 0.61% |
| Jp Morgan Chase & Co. | 280K | US$91.6M | 0.61% |
| Johnson & Johnson | 327K | US$83M | 0.55% |
| Bank Of America Corporation | 1.43M | US$81.3M | 0.54% |
| Merck & Company, Inc. | 609K | US$78.2M | 0.52% |
| Meta Platforms, Inc. | 128K | US$72M | 0.48% |
| Micron Technology, Inc. | 61,796 | US$71.3M | 0.47% |
| Exxon Mobil Corporation | 477K | US$65.2M | 0.43% |
| Berkshire Hathaway Inc. | 122K | US$61.3M | 0.41% |
| Eli Lilly And Company | 46,821 | US$56.2M | 0.37% |
| Chevron Corporation | 331K | US$54.8M | 0.36% |
| Walmart Inc. | 476K | US$53.9M | 0.36% |
| Visa Inc. | 157K | US$53.9M | 0.36% |
| Rtx Corporation | 279K | US$52.9M | 0.35% |
| Advanced Micro Devices Inc | 85,318 | US$49.6M | 0.33% |
| Unitedhealth Group Incorporated | 117K | US$48.5M | 0.32% |
| Cisco Systems, Inc. | 404K | US$47.5M | 0.31% |
| Caterpillar, Inc. | 42,605 | US$45.3M | 0.30% |
| Tesla, Inc. | 100K | US$42.2M | 0.28% |
| Ge Vernova Inc. | 35,430 | US$41.6M | 0.28% |
| Abbvie Inc. | 165K | US$41.5M | 0.28% |
| International Business Machines Corporation | 142K | US$39.9M | 0.26% |
| Intel Corporation | 271K | US$37.8M | 0.25% |
| Palantir Technologies Inc. | 307K | US$35.8M | 0.24% |
| Marvell Technology, Inc. | 116K | US$34.6M | 0.23% |
| Freeport-mcmoran, Inc. | 534K | US$33.6M | 0.22% |
| Mplx Lp | 596K | US$33.6M | 0.22% |
| Energy Transfer Lp | 1.76M | US$33.6M | 0.22% |
| Emerson Electric Company | 228K | US$32.7M | 0.22% |
| Costco Wholesale Corporation | 34,743 | US$32.5M | 0.22% |
| Ge Aerospace | 86,629 | US$32.4M | 0.21% |
| Mcdonald's Corporation | 120K | US$32.3M | 0.21% |
| Coca-cola Company (the) | 389K | US$31.6M | 0.21% |
| Cme Group Inc. | 134K | US$29.5M | 0.20% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 59,468 | US$28.4M | 0.19% |
| Mastercard Incorporated | 54,818 | US$28.2M | 0.19% |
| Pnc Financial Services Group, Inc. (the) | 114K | US$28.1M | 0.19% |
| Citigroup, Inc. | 193K | US$27M | 0.18% |
| The Travelers Companies, Inc. | 81,086 | US$26.8M | 0.18% |
| Procter & Gamble Company (the) | 179K | US$26.3M | 0.17% |
| At&t Inc. | 1.26M | US$26.1M | 0.17% |
| Blue Owl Technology Finance Corp. | 2.44M | US$25.3M | 0.17% |
| Qualcomm Incorporated | 135K | US$25M | 0.17% |
| United Parcel Service, Inc. | 231K | US$24.8M | 0.16% |
| Cintas Corporation | 145K | US$24.6M | 0.16% |
| Crowdstrike Holdings, Inc. | 32,266 | US$24.6M | 0.16% |
| Western Digital Corporation | 38,169 | US$24.4M | 0.16% |
| General Dynamics Corporation | 67,665 | US$24M | 0.16% |
| American Electric Power Company, Inc. | 173K | US$23.6M | 0.16% |
| Applied Materials, Inc. | 32,497 | US$23.5M | 0.16% |
| Oracle Corporation | 160K | US$23.5M | 0.16% |
| Vertiv Holdings, Llc | 69,752 | US$23.4M | 0.15% |
| Illinois Tool Works Inc. | 85,390 | US$23.1M | 0.15% |
| Kinder Morgan, Inc. | 712K | US$22.8M | 0.15% |
| Mastec, Inc. | 54,314 | US$22.6M | 0.15% |
| Netflix, Inc. | 312K | US$22.3M | 0.15% |
| Morgan Stanley | 105K | US$21.9M | 0.15% |
| Home Depot, Inc. (the) | 62,212 | US$21.9M | 0.15% |
| Goldman Sachs Group, Inc. (the) | 21,336 | US$21.6M | 0.14% |
| Novo Nordisk A/s Class B | 449K | US$21.5M | 0.14% |
| Lam Research Corporation | 49,337 | US$21.4M | 0.14% |
| British American Tobacco P.l.c. | 343K | US$21.2M | 0.14% |
| Canadian Natural Resources Limited | 531K | US$21M | 0.14% |
| Bristol-myers Squibb Company | 364K | US$21M | 0.14% |
| Verizon Communications Inc. | 477K | US$20.2M | 0.13% |
| J.b. Hunt Transport Services, Inc. | 69,718 | US$20.2M | 0.13% |
| Paychex, Inc. | 202K | US$19.9M | 0.13% |
| Philip Morris International Inc | 109K | US$19.7M | 0.13% |
| Pfizer, Inc. | 811K | US$19.5M | 0.13% |
| Altria Group, Inc. | 266K | US$19.1M | 0.13% |
| Delta Air Lines, Inc. | 198K | US$18.5M | 0.12% |
| Boeing Company (the) | 84,534 | US$18.3M | 0.12% |
| Cummins Inc. | 25,591 | US$18.3M | 0.12% |
| Amgen Inc. | 50,310 | US$18.2M | 0.12% |
| Eversource Energy (d/b/a) | 252K | US$18.2M | 0.12% |
| General Motors Company | 230K | US$17.7M | 0.12% |
| Camden Property Trust | 153K | US$17.5M | 0.12% |
| Arista Networks, Inc. | 103K | US$17.5M | 0.12% |
| Corning Incorporated | 67,792 | US$17.3M | 0.11% |
| Fedex Corporation | 55,048 | US$17.2M | 0.11% |
| Genuine Parts Company | 145K | US$17.2M | 0.11% |
| Pepsico, Inc. | 127K | US$17.1M | 0.11% |
| Cenovus Energy Inc. | 685K | US$17M | 0.11% |
| Texas Instruments Incorporated | 54,124 | US$16.1M | 0.11% |
| Kla Corporation | 53,322 | US$16.1M | 0.11% |
| Nextera Energy, Inc. | 178K | US$15.6M | 0.10% |
| Asml Holding Nv | 7,686 | US$15.3M | 0.10% |
| Newmont Corporation | 163K | US$15.2M | 0.10% |
| Paypal Holdings, Inc. | 350K | US$15.1M | 0.10% |
| Equity Residential | 215K | US$14.6M | 0.10% |
| Lowe's Companies, Inc. | 65,344 | US$14.4M | 0.10% |
| Edison International | 189K | US$14.1M | 0.09% |