| Microsoft Corp. | 31,647 | US$16.2M | 3.4% |
| Apple Inc | 34,342 | US$11.4M | 2.4% |
| Dell Technologies Inc. | 19,703 | US$10.6M | 2.2% |
| Alphabet Inc (google) Class C | 28,116 | US$9.66M | 2.0% |
| Comfort Systems Usa, Inc. | 5,723 | US$9.47M | 2.0% |
| Caterpillar, Inc. | 11,063 | US$8.97M | 1.9% |
| Micron Technology, Inc. | 6,190 | US$6.59M | 1.4% |
| Amphenol Corporation | 70,512 | US$5.94M | 1.2% |
| Lam Research Corporation | 16,747 | US$5.5M | 1.1% |
| Walmart Inc. | 51,833 | US$5.39M | 1.1% |
| Valero Energy Corporation | 12,800 | US$4.96M | 1.0% |
| Johnson & Johnson | 18,534 | US$4.91M | 1.0% |
| Exelixis, Inc. | 82,041 | US$4.79M | 1.00% |
| Ralph Lauren Corporation | 13,271 | US$4.71M | 0.98% |
| Nvidia Corporation | 20,474 | US$4.68M | 0.97% |
| Cardinal Health, Inc. | 19,624 | US$4.37M | 0.91% |
| Marathon Petroleum Corporation | 10,751 | US$4.25M | 0.89% |
| Ross Stores, Inc. | 17,522 | US$4.09M | 0.85% |
| Hf Sinclair Corporation | 37,658 | US$4.04M | 0.84% |
| Jp Morgan Chase & Co. | 12,147 | US$4.02M | 0.84% |
| Jabil Inc. | 13,730 | US$3.94M | 0.82% |
| Sanmina Corporation | 18,254 | US$3.92M | 0.82% |
| Netapp, Inc. | 16,791 | US$3.53M | 0.73% |
| Nucor Corporation | 14,837 | US$3.47M | 0.72% |
| Mgic Investment Corporation | 133K | US$3.44M | 0.72% |
| Phillips 66 | 13,039 | US$3.33M | 0.69% |
| Merck & Company, Inc. | 22,830 | US$3.32M | 0.69% |
| Amazon.com, Inc. | 12,993 | US$3.24M | 0.67% |
| Steel Dynamics, Inc. | 14,392 | US$3.19M | 0.66% |
| Broadcom Inc. | 9,072 | US$3.19M | 0.66% |
| Halozyme Therapeutics, Inc. | 28,511 | US$3.15M | 0.66% |
| The Travelers Companies, Inc. | 8,648 | US$3.08M | 0.64% |
| Eli Lilly And Company | 2,591 | US$3M | 0.62% |
| Berkshire Hathaway Inc. | 2,954 | US$2.96M | 0.62% |
| Medpace Holdings, Inc. | 4,668 | US$2.91M | 0.61% |
| Allison Transmission Holdings, Inc. | 25,407 | US$2.88M | 0.60% |
| The Hartford Insurance Group, Inc. | 23,231 | US$2.84M | 0.59% |
| Dillard's, Inc. | 3,993 | US$2.68M | 0.56% |
| Mercury General Corporation | 26,650 | US$2.63M | 0.55% |
| Quanta Services, Inc. | 4,091 | US$2.63M | 0.55% |
| Procter & Gamble Company (the) | 17,833 | US$2.59M | 0.54% |
| Five Below, Inc. | 11,755 | US$2.58M | 0.54% |
| Macy's Inc | 107K | US$2.43M | 0.51% |
| Best Buy Co., Inc. | 26,958 | US$2.38M | 0.50% |
| Visa Inc. | 6,612 | US$2.38M | 0.50% |
| Timken Company (the) | 20,339 | US$2.37M | 0.49% |
| Centene Corporation | 36,895 | US$2.29M | 0.48% |
| Cf Industries Holdings, Inc. | 19,222 | US$2.21M | 0.46% |
| Ryder System, Inc. | 9,590 | US$2.19M | 0.46% |
| Williams-sonoma, Inc. | 9,419 | US$2.15M | 0.45% |
| Meta Platforms, Inc. | 2,794 | US$2.03M | 0.42% |
| W.w. Grainger, Inc. | 1,544 | US$1.92M | 0.40% |
| Philip Morris International Inc | 9,971 | US$1.9M | 0.40% |
| Coca-cola Company (the) | 21,822 | US$1.88M | 0.39% |
| Cisco Systems, Inc. | 17,096 | US$1.84M | 0.38% |
| Abbvie Inc. | 6,936 | US$1.81M | 0.38% |
| Gilead Sciences, Inc. | 11,885 | US$1.77M | 0.37% |
| Mckesson Corporation | 1,835 | US$1.57M | 0.33% |
| Bristol-myers Squibb Company | 24,484 | US$1.53M | 0.32% |
| Consolidated Edison, Inc. | 12,695 | US$1.3M | 0.27% |
| Chevron Corporation | 6,051 | US$1.24M | 0.26% |
| Amgen Inc. | 2,769 | US$1.17M | 0.24% |
| Home Depot, Inc. (the) | 4,003 | US$1.14M | 0.24% |
| Murphy Usa Inc. | 2,202 | US$1.11M | 0.23% |
| Truist Financial Corporation | 23,002 | US$1.06M | 0.22% |
| Tjx Companies, Inc. (the) | 7,902 | US$1.05M | 0.22% |
| Waste Management, Inc. | 5,013 | US$1.02M | 0.21% |
| American Electric Power Company, Inc. | 8,503 | US$1.01M | 0.21% |
| Applied Materials, Inc. | 1,966 | US$1.01M | 0.21% |
| Mastercard Incorporated | 1,772 | US$977K | 0.20% |
| Western Digital Corporation | 2,128 | US$967K | 0.20% |
| Palantir Technologies Inc. | 5,095 | US$953K | 0.20% |
| Service Corporation International | 12,452 | US$948K | 0.20% |
| Wells Fargo & Company | 11,227 | US$899K | 0.19% |
| Ge Aerospace | 2,873 | US$897K | 0.19% |
| Duke Energy Corporation (holding Company) | 7,674 | US$875K | 0.18% |
| Citigroup, Inc. | 6,391 | US$828K | 0.17% |
| Iron Mountain Incorporated (delaware) | 7,149 | US$793K | 0.17% |
| Costco Wholesale Corporation | 866 | US$788K | 0.16% |
| Hsbc Holdings Plc | 7,692 | US$764K | 0.16% |
| Netflix, Inc. | 10,912 | US$759K | 0.16% |
| O'reilly Automotive, Inc. | 8,850 | US$756K | 0.16% |
| Altria Group, Inc. | 10,871 | US$732K | 0.15% |
| Kla Corporation | 3,721 | US$725K | 0.15% |
| Emcor Group, Inc. | 956 | US$721K | 0.15% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,559 | US$711K | 0.15% |
| Thermo Fisher Scientific Inc | 1,016 | US$686K | 0.14% |
| Synopsys, Inc. | 1,575 | US$685K | 0.14% |
| Lockheed Martin Corporation | 1,345 | US$685K | 0.14% |
| Ares Capital Corporation | 35,615 | US$680K | 0.14% |
| Advanced Micro Devices Inc | 1,110 | US$679K | 0.14% |
| Radiant Logistics, Inc. | 76,500 | US$665K | 0.14% |
| Progressive Corporation (the) | 3,122 | US$647K | 0.13% |
| Ge Vernova Inc. | 674 | US$641K | 0.13% |
| Novartis Ag | 4,448 | US$634K | 0.13% |
| Verizon Communications Inc. | 13,572 | US$623K | 0.13% |
| Pultegroup, Inc. | 5,320 | US$617K | 0.13% |
| Southern Copper Corporation | 2,897 | US$587K | 0.12% |
| United Rentals, Inc. | 577 | US$577K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 639 | US$576K | 0.12% |